Civic Intelligence

Kloiber Foundation Inc.

990PF • Fiscal year 2020 • EIN 27-1117156

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
271 West Short Street No 800Lexington, KY 40507

(859) 334-0338

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

10th percentile

-66%

Higher net margin than 10% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

22nd percentile

-2.6%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$7,836,521

Down $208,535 (-2.6%) from 2019

Net Assets

Down

$7,836,521

Down $208,535 (-2.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Down

$315,374

Down $90,289 (-22%) from 2019

Expenses

Down

$523,909

Down $42,499 (-7.5%) from 2019

Net Income

Down

-$208,535

Down $47,790 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2012: $9,366,432Liabilities 2012: $0Net Assets 2012: $9,366,4322012Assets 2013: $9,242,703Liabilities 2013: $0Net Assets 2013: $9,242,7032013Assets 2014: $8,621,229Liabilities 2014: $0Net Assets 2014: $8,621,2292014Assets 2015: $8,680,958Liabilities 2015: $0Net Assets 2015: $8,680,9582015Assets 2016: $8,412,291Liabilities 2016: $0Net Assets 2016: $8,412,2912016Assets 2019: $8,045,056Liabilities 2019: $0Net Assets 2019: $8,045,0562019Assets 2020: $7,836,521Liabilities 2020: $0Net Assets 2020: $7,836,5212020Assets 2021: $7,759,970Liabilities 2021: $0Net Assets 2021: $7,759,9702021Assets 2022: $7,280,308Liabilities 2022: $0Net Assets 2022: $7,280,3082022Assets 2023: $6,956,610Liabilities 2023: $0Net Assets 2023: $6,956,6102023Assets 2024: $7,119,739Liabilities 2024: $0Net Assets 2024: $7,119,7392024

Highlighted filing

2020

Assets$7,836,521
Liabilities$0
Net Assets$7,836,521
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2012: $104,5402012Revenue 2013: $17,295Expenses 2013: $141,024Net Income 2013: -$123,7292013Revenue 2014: $22,020Expenses 2014: $643,494Net Income 2014: -$621,4742014Revenue 2015: $589,155Expenses 2015: $529,426Net Income 2015: $59,7292015Revenue 2016: $243,304Expenses 2016: $511,971Net Income 2016: -$268,6672016Revenue 2019: $405,663Expenses 2019: $566,408Net Income 2019: -$160,7452019Revenue 2020: $315,374Expenses 2020: $523,909Net Income 2020: -$208,5352020Revenue 2021: $567,820Expenses 2021: $644,371Net Income 2021: -$76,5512021Revenue 2022: $293,816Expenses 2022: $772,976Net Income 2022: -$479,1602022Revenue 2023: $475,773Expenses 2023: $798,123Net Income 2023: -$322,3502023Revenue 2024: $710,738Expenses 2024: $546,665Net Income 2024: $164,0732024

Highlighted filing

2020

Revenue$315,374
Expenses$523,909
Net Income-$208,535
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J KLOIBERDirector-$0--
DAVID C KLOIBERPresidentPT$0--
CASEY J KLOIBERDirector-$0--
WILLIAM N KLOIBERSecretary-$0--
MICHAEL C KLOIBERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kloiber Foundation Inc
EIN
27-1117156
Phone
8593340338
Address
271 WEST SHORT STREET NO 800, LEXINGTON, KY 40507

Signing Officer

Name
David Kloiber
Title
President
Phone
8593340338
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
250 W MAIN STREET STE 1400, LEXINGTON, KY 40507
Preparer
Jennifer Shah
Phone
8592552341
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINE 1A(4):
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11S&P GLOBAL INC - 302 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12TRUIST FINANCIAL CORP - 1,445 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMGEN INC - 295 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BRISTOL MYERS SQUIBB CO - 1086 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EDWARDS LIFESCIENCES CORP - 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16LILLY ELI & CO - 492 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MERCK & CO INC - 1,030 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18STRYKER CORP - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19UNITEDHEALTH GROUP INC - 193 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CINTAS CORP - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21L3 HARRIS TECHNOLOGIES INC - 320 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22LOCKHEED MARTIN CORP - 120 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NORTHROP GRUMMAN CORPORATION - 184 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24TRANSUNION - 680 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ACCENTURE PLC CLASS A - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26APPLE INC - 3,140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BOOZ ALLEN HAMILTON HOLDING - 795 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BROADCOM INC - 230 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CDW CORP/DE - 650 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MICROSOFT CORP - 1,990 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31TELEDYNE TECHNOLOGIES INC - 130 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VISA INC - 335 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AIR PRODUCTS & CHEMICALS INC - 190 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FMC CORPORATION NEW - 630 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ALPHABET INC/CA-CL A - 121 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36COMCAST CORPORATION CL A - 1,357 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FACEBOOK INC - 421 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MOTOROLA SOLUTIONS INC - 440 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39AMERICAN WATER WORKS CO INC - 267 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40WEC ENERGY GROUP - 590 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41D R HORTON INC - 680 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CLOROX CO - 240 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MONDELEZ INTERNATIONAL - 880 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44BLACKROCK INC - 117 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MORGAN STANLEY - 1,517 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ABBVIE INC - 790 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AMERISOURCEBERGEN CORP - 474 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JOHNSON & JOHNSON - 340 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49THERMO FISHER SCIENTIFIC INC - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KANSAS CITY SOUTHERN - 330 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51QUANTA SVSC INC - 1,250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52AKAMAI TECHNOLOGIES - 460 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53FORTINET INC - 320 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LAM RESEARCH CORP - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PAYPAL HOLDINGS INC - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56QUALCOMM - 340 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TAIWAN SEMICONDUCTOR MTG CO - 520 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AMERICAN TOWER CORP - 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ACTIVISION BLIZZARD INC - 610 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60CHARTER COMMUNICATIONS INC - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61INTERPUBLIC GROUP COMPANIES INC - 2,520 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NETFLIX INC - 110 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0173262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1214458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2158056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3114520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4294515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5117177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6185406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7141985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8208302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9157586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10114585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11680595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1281339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FEDERATED GOVERNMENT OBL - 173,262.17 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES S&P MID-CAP 400 GROWTH - 4,396 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES S&P MID-CAP 400 VALUE - 2,086 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES S&P SMALL CAP 600 GROWTH - 1,454 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES CORE MSCI EMERGING MARKETS - 6,137 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SCHWAB INTERNATIONAL SMALL CAP EQUITY - 3,727 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD FTSE ALL WORLD - 3,910 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD TOTAL STOCK MARKET - 1,164 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FIDELITY REAL ESTATE ETF - 8,645 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9INVESCO QQQ TRUST - 545 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES CORE S&P SMALL CAP ETF - 1,537 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES CORE MSCI EAFE ETF - 11,000 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12WISDOMTREE U.S. QUALITY DIVI ETF - 1,619 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0173262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1317479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2180022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3166018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4380739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5140322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6228188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7226561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8219410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9170988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10141250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11759990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1287361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0164579
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0150345
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0314925
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0314925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0150345
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0289107
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0289107
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0449
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt034742
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0164579
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0164579
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-208535
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03527346
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0150345
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0253154
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt041386
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt041386
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt024788
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024788
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt056503
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt059503
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt04615
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04268
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012383
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0423896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0523909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0314925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0315374

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,836,521
Liabilities
$0
Net assets
$7,836,521
Revenue
$315,374
Expenses
$523,909
Net income
-$208,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.71$0.55$0.16
2023Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.48$0.80$0.32
2022Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.29$0.77$0.48
2021Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.57$0.64$0.08
2020Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.32$0.52$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.41$0.57$0.16
2016Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.24$0.51$0.27
2015Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.59$0.53$0.06
2014Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.02$0.64$0.62
2013Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$0.02$0.14$0.12
2012Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.10