Civic Intelligence

John Mcintire Deceased % Zanesville Canal & Manuf Co

990PF • Fiscal year 2016 • EIN 31-6021239

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 02, 2016

Organization Profile

Refreshing map…

422 Main StreetZanesville, OH 43701

(740) 455-7060

Siviq Scores

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

Liabilities / Assets

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.34x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$1,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

77th percentile

11%

Faster asset growth than 77% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-7.4%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$11,057,436

Up $1,074,160 (+11%) from 2015

Net Assets

Up

$10,432,860

Up $1,104,029 (+12%) from 2015

Liabilities

Down

$624,576

Down $29,869 (-4.6%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin92nd percentile

Revenue

Down

$1,815,186

Down $144,859 (-7.4%) from 2015

Expenses

Down

$711,157

Down $44,093 (-5.8%) from 2015

Net Income

Down

$1,104,029

Down $100,766 (-8.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,447,750Liabilities 2011: $548,284Net Assets 2011: $5,899,4662011Assets 2012: $7,111,729Liabilities 2012: $514,462Net Assets 2012: $6,597,2672012Assets 2013: $7,358,760Liabilities 2013: $559,034Net Assets 2013: $6,799,7262013Assets 2014: $8,793,418Liabilities 2014: $669,382Net Assets 2014: $8,124,0362014Assets 2015: $9,983,276Liabilities 2015: $654,445Net Assets 2015: $9,328,8312015Assets 2016: $11,057,436Liabilities 2016: $624,576Net Assets 2016: $10,432,8602016Assets 2017: $11,099,354Liabilities 2017: $627,918Net Assets 2017: $10,471,4362017Assets 2018: $11,353,417Liabilities 2018: $723,072Net Assets 2018: $10,630,3452018Assets 2019: $11,236,583Liabilities 2019: $636,938Net Assets 2019: $10,599,6452019Assets 2020: $10,677,965Liabilities 2020: $671,610Net Assets 2020: $10,006,3552020Assets 2021: $12,084,583Liabilities 2021: $723,268Net Assets 2021: $11,361,3152021Assets 2023: $12,261,702Liabilities 2023: $642,600Net Assets 2023: $11,619,1022023Assets 2025: $18,827,778Liabilities 2025: $667,583Net Assets 2025: $18,160,1952025

Highlighted filing

2016

Assets$11,057,436
Liabilities$624,576
Net Assets$10,432,860
Open 2016 Filing

Operations Trend

Revenue Growth27th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $602,1422011Expenses 2012: $591,7662012Expenses 2013: $645,8512013Revenue 2014: $2,068,323Expenses 2014: $744,013Net Income 2014: $1,324,3102014Revenue 2015: $1,960,045Expenses 2015: $755,250Net Income 2015: $1,204,7952015Revenue 2016: $1,815,186Expenses 2016: $711,157Net Income 2016: $1,104,0292016Revenue 2017: $742,914Expenses 2017: $704,338Net Income 2017: $38,5762017Revenue 2018: $986,938Expenses 2018: $828,029Net Income 2018: $158,9092018Revenue 2019: $728,660Expenses 2019: $759,360Net Income 2019: -$30,7002019Revenue 2020: $313,717Expenses 2020: $910,090Net Income 2020: -$596,3732020Revenue 2021: $2,204,123Expenses 2021: $849,163Net Income 2021: $1,354,9602021Revenue 2023: $1,264,625Expenses 2023: $782,616Net Income 2023: $482,0092023Revenue 2025: $7,473,571Expenses 2025: $1,086,917Net Income 2025: $6,386,6542025

Highlighted filing

2016

Revenue$1,815,186
Expenses$711,157
Net Income$1,104,029
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK GRANTSecretary-$1,000-$1,000
MILMAN H LINN IIIPresident-$1,000-$1,000
BRENT STUBBINSDirector-$1,000-$1,000
WILLIAM T STEWARTVice Pres-$750-$750
MICHAEL LAPLANTETreasurer-$750-$750
TIMOTHY H LINNDirector-$750-$750
CRAIG BALLASDirector-$750-$750
MARION GILLIANDDirector-$750-$750
Filing and Contact Details

Filer

Filer Name
John Mcintire Deceased
EIN
31-6021239
Phone
7404557060
Address
422 MAIN STREET, ZANESVILLE, OH 43701

Signing Officer

Name
Milman H Linn Iii
Title
President
Phone
7404557060
Signed
2016-09-02

Preparer

Firm
Hamilton Waltman Obenour & Melsheimer
Address
PO BOX 8200, ZANESVILLE, OH 43702-8200
Preparer
Douglas a Waltman CPA
Phone
7404548852
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STATE STREET CORP - 0 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TEXAS INSTRUMENTS INC - 0 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77THERMO FISHER SCIENTIFIC - 0 SHAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78T-MOBILE US INC - 3500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TJX COMPANIES - 1631 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TRAVELERS COS INC - 567 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNION PACIFIC CORP - 0 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UNITED HEALTH GROUP INC-1443 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83UNITED TECHNOLOGIES - 0 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VALERO ENERGY CORP - 2085 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VERIZON COMMUNICATIONS-0 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VISA INC CLASS A - 2060 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VF CORP - 0 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WELLS FARGO & CO - 2930 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89OPPENHEIMER DEV MARKET FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90AMERICAN EUROPACIFIC GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91AMERICAN FUNDS NEW WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92COLUMBIA MIDCAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93HARBOR INTL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ISHARES CORE S&P MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95ISHARES CORE S&P SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96ISHARES EUROPE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97MERGER FUND - L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98FEDERATED TOTAL RETURN BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99BLACKROCK INFLATION PRO BOND PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101TROWE PRICE REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ARTISAN INTL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103FEDERATED INTL LEADERS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0B & O RAILROAD LEASE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0248126
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01567060
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01815186
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01815186
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03062
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03063
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06125
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01567060
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03375
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03375
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0599946
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0599946
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0248126
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0248126
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01104029
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08451127
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01567060
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01777294
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt031236
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt031354
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt062590
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt035746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0637719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037892
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0711157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01815186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01815186
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt037773
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037892
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0111211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672010-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt242244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt370228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4346851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt559490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt623736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt774683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt899265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9226337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1097666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1130929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12120269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1368249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14351838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1542273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt163315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1743974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1871655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19219925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2045336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2149321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22153328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23121022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2443149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2547539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2656803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2874710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29116128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt303855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3212755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33149230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341199888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3586280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3694849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3765374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3849954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39589835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4024646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4245568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4374035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4410219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4580336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4651067

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,057,436
Liabilities
$624,576
Net assets
$10,432,860
Revenue
$1,815,186
Expenses
$711,157
Net income
$1,104,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.8$0.67$18.2$7.47$1.09$6.39
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.64$11.6$1.26$0.78$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.72$11.4$2.20$0.85$1.35
2020Detailed filing. Detailed filing data is available for this year.$10.7$0.67$10.0$0.31$0.91$0.60
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.64$10.6$0.73$0.76$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.72$10.6$0.99$0.83$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.63$10.5$0.74$0.70$0.04
2016Detailed filing. Detailed filing data is available for this year.$11.1$0.62$10.4$1.82$0.71$1.10
2015Detailed filing. Detailed filing data is available for this year.$9.98$0.65$9.33$1.96$0.76$1.20
2014Detailed filing. Detailed filing data is available for this year.$8.79$0.67$8.12$2.07$0.74$1.32
2013Detailed filing. Detailed filing data is available for this year.$7.36$0.56$6.80$0.65
2012Detailed filing. Detailed filing data is available for this year.$7.11$0.51$6.60$0.59
2011Detailed filing. Detailed filing data is available for this year.$6.45$0.55$5.90$0.60