Civic Intelligence

Gregory and Lyn Kurtz Foundation

990PF • Fiscal year 2017 • EIN 27-3053995

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization Profile
6355 Evergreen DrIndependence, OH 44131

(216) 524-4476

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

90th percentile

46%

Faster asset growth than 90% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

162%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$799,835

Up $252,244 (+46%) from 2016

Net Assets

Up

$799,835

Up $252,244 (+46%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin97th percentile

Revenue

Up

$287,699

Up $177,872 (+162%) from 2016

Expenses

Up

$35,455

Up $26,134 (+280%) from 2016

Net Income

Up

$252,244

Up $151,738 (+151%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $38,982Liabilities 2011: $0Net Assets 2011: $38,9822011Assets 2012: $108,982Liabilities 2012: $0Net Assets 2012: $108,9822012Assets 2013: $144,514Liabilities 2013: $0Net Assets 2013: $144,5142013Assets 2014: $266,334Liabilities 2014: $0Net Assets 2014: $266,3342014Assets 2015: $447,085Liabilities 2015: $0Net Assets 2015: $447,0852015Assets 2016: $547,591Liabilities 2016: $0Net Assets 2016: $547,5912016Assets 2017: $799,835Liabilities 2017: $0Net Assets 2017: $799,8352017Assets 2018: $860,359Liabilities 2018: $0Net Assets 2018: $860,3592018Assets 2019: $1,055,961Liabilities 2019: $0Net Assets 2019: $1,055,9612019Assets 2020: $1,210,760Liabilities 2020: $0Net Assets 2020: $1,210,7602020Assets 2021: $1,363,635Liabilities 2021: $0Net Assets 2021: $1,363,6352021Assets 2022: $1,690,225Liabilities 2022: $0Net Assets 2022: $1,690,2252022Assets 2023: $1,837,093Liabilities 2023: $0Net Assets 2023: $1,837,0932023Assets 2024: $2,070,119Liabilities 2024: $0Net Assets 2024: $2,070,1192024

Highlighted filing

2017

Assets$799,835
Liabilities$0
Net Assets$799,835
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0Expenses 2011: $1,0182011Expenses 2012: $02012Revenue 2013: $51,449Expenses 2013: $15,917Net Income 2013: $35,5322013Revenue 2014: $133,165Expenses 2014: $11,345Net Income 2014: $121,8202014Revenue 2015: $188,688Expenses 2015: $7,937Net Income 2015: $180,7512015Revenue 2016: $109,827Expenses 2016: $9,321Net Income 2016: $100,5062016Revenue 2017: $287,699Expenses 2017: $35,455Net Income 2017: $252,2442017Revenue 2018: $129,337Expenses 2018: $68,813Net Income 2018: $60,5242018Revenue 2019: $239,227Expenses 2019: $43,625Net Income 2019: $195,6022019Revenue 2020: $201,967Expenses 2020: $47,168Net Income 2020: $154,7992020Revenue 2021: $217,483Expenses 2021: $63,743Net Income 2021: $153,7402021Revenue 2022: $412,821Expenses 2022: $86,231Net Income 2022: $326,5902022Revenue 2023: $273,034Expenses 2023: $126,166Net Income 2023: $146,8682023Revenue 2024: $350,134Expenses 2024: $117,108Net Income 2024: $233,0262024

Highlighted filing

2017

Revenue$287,699
Expenses$35,455
Net Income$252,244
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY KURTZPresident-$0--
LYN KURTZVice-President-$0--
ASHLEY KURTZSecretary-$0--
TIFFANY KURTZTreasurer-$0--
GREGORY T KURTZAsst Treasurer-$0--
VICTORIA KURTZAsst Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Gregory and Lyn Kurtz Foundation
EIN
27-3053995
Phone
2165244476
Address
6355 EVERGREEN DR, INDEPENDENCE, OH 44131

Signing Officer

Name
Gregory Kurtz
Title
President
Phone
2165244476
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Rea & Associates Inc
Address
6300 ROCKSIDE ROAD SUITE 100, CLEVELAND, OH 44131-2221
Preparer
Richard T Lash CPA
Phone
2165732330
Raw XML AppendixShowing 400 of 725 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt026355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt234368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt320863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt426715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt517803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt619569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt722940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt824742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt920521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1011365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1126419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1210267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1327101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1413253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1519396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1622422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1726366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1819419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1921030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2022717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2114693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2220981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2313949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2419800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2514623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2612152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2714891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2814999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2910779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3014709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3114450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt036625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt439698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt526547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt616578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt742776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt833458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt924269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1023096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1128546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1214390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1331149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1415848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1522970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1622239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1727524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1827650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1922940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2022583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2123004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2221160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2316681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2424875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2523537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2616574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2718920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2817138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2912159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3018207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3119980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BANK OF NY MELLON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6JOHNSON CTLS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8LOWES COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NOVARTIS A G SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12PEPSICO INCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PFIZER INCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18WAL-MART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HONEYWELL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23UNITED PARCEL SERVICE B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm253M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2621ST CENT FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CAPITAL ONE FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DOMINION RESOURCES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VF CORPORATION
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019959
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02721
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt019
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022699
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022699
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02721
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt028650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0265000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019959
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019959
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0252244
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt085800
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02721
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016576
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06001
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035455
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0287699
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt811149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt912680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1212990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt136209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-2101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-2322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-2101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-2322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt89048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt108148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1216169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc018.1817 SHS BRIGHTHOUSE FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc170SHS CARDINAL HEALTH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc290SHS HARLEY DAVIDSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc360SHS PEPSICO INCORPORATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc460SHS WAL-MART STORES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550SHS WELLS FARGO BK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc650SHS JPMORGAN CHASE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc725.4542SHS BRIGHTHOUSE FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8140SHS CARDINAL HEALTH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9240SHS CONOCOPHILLIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10140SHS HARLEY DAVIDSON INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1120SHS JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12140SHS PHILIP MORRIS INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1380SHS WAL-MART STORES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1440SHS WELLS FARGO BK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02721
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0252244
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0799835
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0547591
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0799835
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036300
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036300
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036300
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036632
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0332
IRS990PF/DistributableAmountGrp/TotalTaxAmt0332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0320
IRS990PF/FMVAssetsEOYAmt0948018
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06504
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0142173
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0142173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0507400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0623319
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0771502
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0547591
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0799835
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033687
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt034343
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt034343
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0547591
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0799835
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0948018
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0547591
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0799835
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0547591
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0799835
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0743805
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023958
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0719847
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011157
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036632
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0732648
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0743805
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GREGORY KURTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LYN KURTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ASHLEY KURTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TIFFANY KURTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GREGORY T KURTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5VICTORIA KURTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4ASST TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5ASST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06355 EVERGREEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16355 EVERGREEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26355 EVERGREEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36355 EVERGREEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46355 EVERGREEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt56355 EVERGREEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDEPENDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDEPENDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2INDEPENDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3INDEPENDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4INDEPENDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5INDEPENDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd344131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd444131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd544131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0134569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0134735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt014944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$799,835
Liabilities
$0
Net assets
$799,835
Revenue
$287,699
Expenses
$35,455
Net income
$252,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.35$0.12$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.27$0.13$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.41$0.09$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.22$0.06$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.20$0.05$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.24$0.04$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.13$0.07$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.29$0.04$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.11$0.01$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.19$0.01$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.13$0.01$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.05$0.02$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00