Civic Intelligence

John Mcintire Deceased % Zanesville Canal & Manuf Co

990PF • Fiscal year 2024 • EIN 31-6021239

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 16, 2024

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

44th percentile

0.05x

Higher debt load relative to assets than 44% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.59x

Higher debt load relative to revenue than 76% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$1,250

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

38th percentile

1.4%

Faster asset growth than 38% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-11%

Faster revenue growth than 18% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$12,430,645

Up $168,943 (+1.4%) from 2023

Net Assets

Up

$11,773,541

Up $154,439 (+1.3%) from 2023

Liabilities

Up

$657,104

Up $14,504 (+2.3%) from 2023

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin63rd percentile

Revenue

Down

$1,122,170

Down $142,455 (-11%) from 2023

Expenses

Up

$967,731

Up $185,115 (+24%) from 2023

Net Income

Down

$154,439

Down $327,570 (-68%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th 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 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 2024: $12,430,645Liabilities 2024: $657,104Net Assets 2024: $11,773,5412024Assets 2025: $18,827,778Liabilities 2025: $667,583Net Assets 2025: $18,160,1952025

Highlighted filing

2024

Assets$12,430,645
Liabilities$657,104
Net Assets$11,773,541
Open 2024 Filing

Operations Trend

Revenue Growth18th 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 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 2024: $1,122,170Expenses 2024: $967,731Net Income 2024: $154,4392024Revenue 2025: $7,473,571Expenses 2025: $1,086,917Net Income 2025: $6,386,6542025

Highlighted filing

2024

Revenue$1,122,170
Expenses$967,731
Net Income$154,439
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SAUNDERSDirector-$1,250-$1,250
WILLIAM T STEWARTPresident-$1,250-$1,250
TIMOTHY H LINNVice Preside-$1,250-$1,250
MARION GILLIANDSecretary-$1,250-$1,250
LIESTA WALKERDirector-$1,000-$1,000
BRENT STUBBINSDirector-$1,000-$1,000
JACK JOSEPHTreasurer-$1,000-$1,000
MICHAEL LAPLANTEDirector-$750-$750
CRAIG BALLASDirector-$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
William T Stewart
Title
President
Phone
7404557060
Signed
2024-10-16

Preparer

Firm
Hamilton Waltman Obenour & Melsheimer
Address
PO BOX 8200, ZANESVILLE, OH 43702-8200
Preparer
Troy K Scott CPA
Phone
7404548852
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TJX COMPANIES - 1030 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62T-MOBILE US INC - 780 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNITED HEALTH GROUP INC-449 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64US BANCORP - 1701 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VALERO ENERGY CORP - 1300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VISA INC CLASS A - 1069 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VERTEX PHARMACEUTICAL INC - 395 SHAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WALT DISNEY CO - 955 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WAL-MART STORES INC - 2118 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ZOETIS INC - 765 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ISHARES CORE S&P MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ISHARES CORE S&P SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ISHARES MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LORD ABBETT SHORT DURATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75LOOMIS SAYLES INVESTMENT GRADE BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76METROPOLITAN WEST UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MFS GLOBAL REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79GUGGENHEIM LIMITED DURATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80US TREASURY BILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81US TREASURY BILL 2.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82US TREASURY BILL 02/20/25
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VANGUARD FTSE DEVELOPED MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VANGUARD INFLATION PROTECTED SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85FIRST EAGLE OVERSEAS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86FEDERATED TOTAL RETURN BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87FEDERATED INST HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0B & O RAILROAD LEASE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0349398
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0772772
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01122170
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01122170
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04506
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04506
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09012
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0772772
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0844890
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0844890
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0349398
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0349398
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0154439
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04957631
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0772772
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01068421
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt044492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt044493
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt089478
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014851
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0898638
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt053749
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0967731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01122170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01122170
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt053748
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt053749
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0122841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3101571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4243336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5142169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8104349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9243459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt106599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11121927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt136778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14243565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1510166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16159946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt177634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt183972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19713469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt203536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt224121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23127927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt248054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt255477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt262204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt272952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28142134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2978143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt304748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt312778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt321786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt334868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt345076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35132035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt361195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3723003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38118109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt393625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt404018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt415245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42102971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4377142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4491617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4694770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4742842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt486685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt496328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt503050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5171192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt527215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53103876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt545838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55241326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt563277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt571797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt584237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59245938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt603154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt614169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt624537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63246643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-39
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt418957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt720539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-18344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1019474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-84025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1739250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt182944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2195350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22352316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-1225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2511358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt263385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27-13614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2824230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt307438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt313680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32-59
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt331493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt345784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3514851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3636269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3725374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt39-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4118665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4264340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4317739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4511019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4639375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt47405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt48-120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50-18856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt513899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5239100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53-254

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,430,645
Liabilities
$657,104
Net assets
$11,773,541
Revenue
$1,122,170
Expenses
$967,731
Net income
$154,439
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
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.66$11.8$1.12$0.97$0.15
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
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