Civic Intelligence

R David and Suzanne a Hoover Charitable Trust

990PF • Fiscal year 2019 • EIN 27-4274566

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization Profile
7209 Rustic TrailBoulder, CO 80301-3938

(303) 694-2190

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

6.2%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$17,352,100

Up $3,271,704 (+23%) from 2018

Net Assets

Up

$17,352,100

Up $3,271,704 (+23%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Up

$4,559,370

Up $265,618 (+6.2%) from 2018

Expenses

Down

$1,287,666

Down $973,603 (-43%) from 2018

Net Income

Up

$3,271,704

Up $1,239,221 (+61%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$30M$20M$10M$0Assets 2012: $6,096,762Liabilities 2012: $0Net Assets 2012: $6,096,7622012Assets 2013: $8,321,662Liabilities 2013: $0Net Assets 2013: $8,321,6622013Assets 2014: $11,247,072Liabilities 2014: $0Net Assets 2014: $11,247,0722014Assets 2015: $11,765,208Liabilities 2015: $0Net Assets 2015: $11,765,2082015Assets 2017: $12,047,913Liabilities 2017: $0Net Assets 2017: $12,047,9132017Assets 2018: $14,080,396Liabilities 2018: $0Net Assets 2018: $14,080,3962018Assets 2019: $17,352,100Liabilities 2019: $0Net Assets 2019: $17,352,1002019Assets 2020: $24,082,604Liabilities 2020: $8,500Net Assets 2020: $24,074,1042020Assets 2021: $25,702,794Liabilities 2021: $8,925Net Assets 2021: $25,693,8692021Assets 2022: $25,460,724Liabilities 2022: $8,925Net Assets 2022: $25,451,7992022Assets 2024: $27,366,305Liabilities 2024: $0Net Assets 2024: $27,366,3052024

Highlighted filing

2019

Assets$17,352,100
Liabilities$0
Net Assets$17,352,100
Open 2019 Filing

Operations Trend

Revenue Growth58th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $314,0272012Revenue 2013: $4,286,485Expenses 2013: $2,061,585Net Income 2013: $2,224,9002013Revenue 2014: $5,591,111Expenses 2014: $2,665,701Net Income 2014: $2,925,4102014Revenue 2015: $3,950,636Expenses 2015: $3,432,500Net Income 2015: $518,1362015Revenue 2017: $2,570,919Expenses 2017: $2,926,916Net Income 2017: -$355,9972017Revenue 2018: $4,293,752Expenses 2018: $2,261,269Net Income 2018: $2,032,4832018Revenue 2019: $4,559,370Expenses 2019: $1,287,666Net Income 2019: $3,271,7042019Revenue 2020: $7,590,847Expenses 2020: $868,843Net Income 2020: $6,722,0042020Revenue 2021: $3,396,251Expenses 2021: $1,776,486Net Income 2021: $1,619,7652021Revenue 2022: $2,406,137Expenses 2022: $2,648,207Net Income 2022: -$242,0702022Revenue 2024: $2,704,264Expenses 2024: $1,792,356Net Income 2024: $911,9082024

Highlighted filing

2019

Revenue$4,559,370
Expenses$1,287,666
Net Income$3,271,704
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R DAVID HOOVERClass A Trustee-$0--
SUZANNE A HOOVERClass A Trustee-$0--
JONATHAN D HOOVERClass B Trustee-$0--
JENNIFER S ANDERSONClass B Trustee-$0--
Filing and Contact Details

Filer

Filer Name
R David & Suzanne a Hoover Charitable
EIN
27-4274566
Phone
3036942190
Address
7209 RUSTIC TRAIL, BOULDER, CO 80301-3938

Signing Officer

Name
R David Hoover
Title
Trustee
Phone
3036942190
Signed
2020-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Stephen a Mottram CPA
Phone
3036942190
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11GENERAL ELECTRIC CO COM (MORGAN STANLEY 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12IQIYI INC (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13KIMBERLY-CLARK CORP (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14LIVE PERSON INC (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MCDONALDS CORP (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MCDERMONT INTL INC (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MEROE BIOPHARMA GROUP (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18NESTLE SPON ADR (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NEWELL BRANDS INC (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PATTERN ENERGY GROUP (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21POST HOLDINGS INC (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PPG INDUSTRIES (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PROLOGIS INC COM (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SEALED AIR CP NEW (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25THE CARLYLE GROUP (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VEEVA SYS INC CL (MS 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27WALT DISNEY CO HLDG CO (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INFRACAP MLP ETF SER TR I (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SPDR S&P 500 (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30WESTERN ASSET MIDDLE MARKET (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31AAM INSIGHT SELECT (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CHIRON CAPITAL ALLOC (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FIDELITY ADV BIOTECHNOLOGY (MORGAN STANLEY 4527)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES MSCI AUSTRALIA (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHARES MSCI AUSTRIA (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARES MSCI CHILI CAPPED (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ISHARES MSCI IRELAND (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ISHARES FTSE/XINHUA CHINA (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES MSCI SWEDEN CAPPED ETF (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ISHARES MSCI SWITZERLAND IND (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ISHARES MSCI SPAIN (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES MSCI JAPAN INDEX (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES MSCI MALAYSIA (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES MSCI MEXICO (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES HEDGED MSCI GERMANY (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES MSCI TURKEY (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ISHARES MSCI POLAND (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES MSCI UNITED KINGDOM (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VANECK VECTORS RUSSIA ETF (AMG 0344)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ABBVIE INC (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51AMERICAN INTERNATIONAL GROUP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BANK OF AMERICA CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53BANK OF NEW YORK MELLON (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CIGNA GROUP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CITIGROUP INC (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56COGNIZANT TECH (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CONCHO RESOURCES INC (AMF 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CVS HEALTH CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59DENTSPLY SIRONA INC (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60DISCOVERY COMMUNICATIONS (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61FED EX CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FIFTH THIRD BANKCORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63FOXCORP CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GILEAD SCIENCES INC COM (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65GOLDMAN SACHS GROUP INC (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HEWLETT PACKARD ENTERPRISE (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67INTERPUBLIC GROUP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68JUNIPER NETWORKS (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69KEY CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70KROGER COMPANY (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71LAS VEGAS SANDS CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MOLSON COORS (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73OCCIDENTAL PETROLEUM CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PHILIP MORRIS INTERNATIONAL (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PIONEER NATURAL (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76HENRY SCHEIN INC (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SCHLUMBERGER LIMITED (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SOUTHWEST AIRLS CO (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WELLS FARGO AND CO (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WEYERHAUSER (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ZIMMER BIOMET (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ALLERGAN PLC (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83EATON CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84LYONDELLBASELL INDS (4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85BALL CORP (AMG 5225)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86BLACKROCK STRATEGIC INCOME OPPORTUNITIES (AMG 5225)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87CARILLON REAMS UNCONSTRAINED BOND FUND (AMG 5225)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88FPA NEW INCOME INCOME FUND (AMG 5225)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ISHARES MSCI EAFE INDEX FUND (AMG 5225)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90ISHARES TRUST RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91BALL CORP (WELLS FARGO 3765)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92GOLDMAN SACHS FINL SQUARE GOVT (WELLS FARGO 3765)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VANGUARD TOTAL BOND ETF MARKET (WELLS FARGO 5309)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VANGUARD TOTAL INTL ET BOND (WELLS FARGO 5309)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VANGUARD TOTAL INTL ET STOCK INDEX FUND VXUS (WELLS FARGO 5309)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VANGUARD TOTAL STOCK MARKET ETF VTI (WELLS FARGO 5309)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97FIRST EAGLE FDS INC GLOBAL FD CL I (WELLS FARGO 5309)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98FIRST EAGLE FDS INC GLBL INCOME BUILDER FD (WELLS FARGO 5309)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99GOLDMAN SACHS FINL SQUARE (WELLS FARGO 5309)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100JANUS HENDERSON FUNDS BALANCED FD CLASS (WELLS FARGO 5309)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101PAX ELEVATE (WELLS FARGO 5309)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102TEMPLETON INCOME TR GLOBAL BD FD ADVISOR CL (WELLS FARGO 5309)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103VANGAURD STAR FUND (WELLS FARGO 5309)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0103875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1495618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0THE BLACKSTONE GROUP LP (MORGAN STANLEY 4527)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MATRIX BANFF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0335640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1495618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0435546
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01233403
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03110
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt03344
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc02018 FORM 990 TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt06420
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01675403
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06420
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01681823
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07475
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01233403
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01056000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01056000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02877547
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0421699
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0435546
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03271704
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03154891
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03110
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03110
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01233403
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01502410
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030808
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03344
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt09764
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0150588
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0150588
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01083
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt042795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01056000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0159146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01287666
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01661556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04559370
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0159146
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0231666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt061088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1115021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt291870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3120130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt475876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt534127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6200005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7539728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8683643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-39

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,352,100
Liabilities
$0
Net assets
$17,352,100
Revenue
$4,559,370
Expenses
$1,287,666
Net income
$3,271,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$2.70$1.79$0.91
2022Detailed filing. Detailed filing data is available for this year.$25.5$0.01$25.5$2.41$2.65$0.24
2021Detailed filing. Detailed filing data is available for this year.$25.7$0.01$25.7$3.40$1.78$1.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.1$0.01$24.1$7.59$0.87$6.72
2019Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$4.56$1.29$3.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$4.29$2.26$2.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$2.57$2.93$0.36
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$3.95$3.43$0.52
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$5.59$2.67$2.93
2013Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$4.29$2.06$2.22
2012Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.31