Civic Intelligence

Peter J Blosser Scholarship Trust

990PF • Fiscal year 2023 • EIN 31-0629687

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 04, 2024

Organization Profile
P O Box 6160 60 Riverside St 130Chillicothe, OH 45601

(740) 773-0043

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

24th percentile

-16%

Higher net margin than 24% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$4,500

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

37th percentile

-1.0%

Faster asset growth than 37% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

83%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,874,075

Down $18,963 (-1.0%) from 2022

Net Assets

Down

$1,871,889

Down $18,963 (-1.0%) from 2022

Liabilities

Flat

$2,186

Flat from 2022

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin24th percentile

Revenue

Up

$121,241

Up $55,075 (+83%) from 2022

Expenses

Up

$140,204

Up $16,144 (+13%) from 2022

Net Income

Up

-$18,963

Up $38,931 (+67%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,084,445Liabilities 2010: $785Net Assets 2010: $2,083,6602010Assets 2011: $2,101,672Liabilities 2011: $409Net Assets 2011: $2,101,2632011Assets 2012: $2,261,299Liabilities 2012: $572Net Assets 2012: $2,260,7272012Assets 2014: $2,339,670Liabilities 2014: $1,939Net Assets 2014: $2,337,7312014Assets 2015: $2,257,099Liabilities 2015: $1,452Net Assets 2015: $2,255,6472015Assets 2016: $2,207,415Liabilities 2016: $1,623Net Assets 2016: $2,205,7922016Assets 2017: $2,171,739Liabilities 2017: $1,520Net Assets 2017: $2,170,2192017Assets 2018: $2,081,829Liabilities 2018: $1,962Net Assets 2018: $2,079,8672018Assets 2019: $2,156,662Liabilities 2019: $1,830Net Assets 2019: $2,154,8322019Assets 2020: $1,982,563Liabilities 2020: $2,015Net Assets 2020: $1,980,5482020Assets 2021: $1,951,137Liabilities 2021: $2,391Net Assets 2021: $1,948,7462021Assets 2022: $1,893,038Liabilities 2022: $2,186Net Assets 2022: $1,890,8522022Assets 2023: $1,874,075Liabilities 2023: $2,186Net Assets 2023: $1,871,8892023Assets 2024: $1,829,485Liabilities 2024: $1,468Net Assets 2024: $1,828,0172024

Highlighted filing

2023

Assets$1,874,075
Liabilities$2,186
Net Assets$1,871,889
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $86,2792010Expenses 2011: $73,0732011Expenses 2012: $90,6172012Revenue 2014: $159,088Expenses 2014: $103,302Net Income 2014: $55,7862014Revenue 2015: $96,715Expenses 2015: $178,799Net Income 2015: -$82,0842015Revenue 2016: $55,867Expenses 2016: $105,721Net Income 2016: -$49,8542016Revenue 2017: $77,100Expenses 2017: $112,672Net Income 2017: -$35,5722017Revenue 2018: $96,064Expenses 2018: $186,416Net Income 2018: -$90,3522018Revenue 2019: $187,796Expenses 2019: $112,831Net Income 2019: $74,9652019Revenue 2020: $36,500Expenses 2020: $215,059Net Income 2020: -$178,5592020Revenue 2021: $82,378Expenses 2021: $114,180Net Income 2021: -$31,8022021Revenue 2022: $66,166Expenses 2022: $124,060Net Income 2022: -$57,8942022Revenue 2023: $121,241Expenses 2023: $140,204Net Income 2023: -$18,9632023Revenue 2024: $98,476Expenses 2024: $142,348Net Income 2024: -$43,8722024

Highlighted filing

2023

Revenue$121,241
Expenses$140,204
Net Income-$18,963
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORENE C WASHINGTONTrustee-$4,500-$4,500
DONALD C GATCHELLTrustee-$4,500-$4,500
TIM NUSBAUMTrustee-$4,500-$4,500
Filing and Contact Details

Filer

Filer Name
Peter J Blosser Scholarship Trust
EIN
31-0629687
Phone
7407730043
Address
P O BOX 6160 60 RIVERSIDE ST 130, CHILLICOTHE, OH 45601

Signing Officer

Name
Donald C Gatchell
Title
Trustee
Phone
7407730043
Signed
2024-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Whited Seigneur Sams & Rahe Cpas Llp
Address
213 SOUTH PAINT STREET, CHILLICOTHE, OH 45601-3828
Preparer
Barry Rahe
Phone
7407022600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4325646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt442303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt452491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt463466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4729007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt482425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt492121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5028663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt524503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt533685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5424744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt552730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt562714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5726295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt582838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt594479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt601511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt612738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt622517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt632830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6426982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6525731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6627416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6725382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES - 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE, INC - 23 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AIR PRODUCTS & CHEMICALS - 12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC - 184 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN WATER - 192 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ANALOG DEVICES, INC - 9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE - 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC - 133 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BANK OF AMERICA - 124 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BLACKROCK - 5 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BRISTOL MYERS SQUIBB CO - 47 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BROADCOM INC - 5 SJS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CATERPILLAR - 13 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHESAPEAKE ENERGY - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHEVRON CORP - 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHEVRON CORP - 17 SHS6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CISCO SYSTEMS INC 43 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COCA-COLA COMPANY - 34 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COMCAST - 56 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DEERE & CO - 66 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DUKE ENERGY CORP NEW 32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DUPONT DE NEMOURS INC - 43 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EATON CORP PLC 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EMERSON ELECTRIC CO - 37 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EXXON MOBILE - 28 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GOLDMAN SACHS - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26HOME DEPOT INC - 8 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27HOME DEPOT INC - 8 SHS2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28IBM CORP - 13 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ILLINOIS TOOL WORKS - 105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30JOHNSON & JOHNSON 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JPMORGAN CHASE & CO - 33 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32JPMORGAN CHASE & CO 165 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33KINDER MORGAN INC - 147 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MCDONALD CORP - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MEDTRONIC - 38 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36METLIFE - 49 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MICROSOFT CORP - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MICROSOFT CORP 68 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NEXTERA ENERGY - 51 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NEXTERA ENERGY - 443 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PAYCHEX INC 22 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PEPSICO INC - 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PEPSICO INC 151 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PFIZER - 80 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PROCTER & GAMBLE CO - 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PROLOGIS - 26 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SHERWIN WILLIAMS CO - 93 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SIMON PROPERTY - 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SYSCO CORP - 29 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TERMO FISHER SCIENTIFIC - 54 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TEXAS INSTRUMENTS - 8 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TJX COS - 48 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNITEDHEALTH GROUP - 7 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54UNITEDHEALTH GROUP - 47 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VALERO ENERGY - 21 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VERISON COMMUNICATIONS INC - 72 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VISA INC - 101 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WAL-MART STORES INC 18 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ALLSTATE - 32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60AMERICAN TOWER - 7 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61CME GROUP INC - 13 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62HONEYWELL INTL - 12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNITED PARCEL SERVICE - 18 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MCDONALD CORP - 91 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65RELIANCE STEEL & ALUMINUM COMPANY - 92 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66T-MOBILE - 171 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WAL-MART STORES INC - 161 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt172781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2100873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3153453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt454923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt525248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALLPRING INDEX ASSET ALLOCATION CL C - 270.317 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKROCK GLOBAL ALLOC INVESTOR CL C - 3,810.235 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PGIM HIGH YIELD CL C - 18,541.426 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PIMCO INCOME CL A - 13,016.911 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PIMCO PREFERRED & CAP SERVICES CL C - 5,119.162 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MANAGED TORTOISE NORTH AMERICAN PIPELINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt160354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt287701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3138240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt444844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt525758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt040335
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt062640
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01234
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt014532
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0104209
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt014532
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0118741
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt062640
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012825
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt061000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt061000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040335
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt040335
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-18963
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0530821
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01234
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01234
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt062640
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt099073
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt05700
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt028302
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt01490
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt029792
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt014532
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt014532
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02233
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0120536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0140204

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,874,075
Liabilities
$2,186
Net assets
$1,871,889
Revenue
$121,241
Expenses
$140,204
Net income
-$18,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.12$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.07$0.12$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$0.08$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.04$0.22$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.15$0.19$0.11$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.10$0.19$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.08$0.11$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.06$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.10$0.18$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.16$0.10$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.09
2011Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.07
2010Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.09