Civic Intelligence

Hcs Foundation

990PF • Fiscal year 2023 • EIN 34-6514235

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 22, 2024

Organization Profile
1801 East Ninth Street 1105Cleveland, OH 44114-3103

(216) 781-3502

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

31st percentile

$248,336

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

42nd percentile

3.1%

Faster asset growth than 42% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

157%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$104,224,943

Up $3,149,394 (+3.1%) from 2022

Net Assets

Up

$104,221,921

Up $3,149,033 (+3.1%) from 2022

Liabilities

Up

$3,022

Up $361 (+14%) from 2022

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin81st percentile

Revenue

Up

$13,451,282

Up $8,222,415 (+157%) from 2022

Expenses

Up

$10,302,249

Up $172,583 (+1.7%) from 2022

Net Income

Up

$3,149,033

Up $8,049,832 (+164%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150M$100M$50M$0Assets 2020: $107,105,685Liabilities 2020: $2,576Net Assets 2020: $107,103,1092020Assets 2021: $105,976,263Liabilities 2021: $2,576Net Assets 2021: $105,973,6872021Assets 2022: $101,075,549Liabilities 2022: $2,661Net Assets 2022: $101,072,8882022Assets 2023: $104,224,943Liabilities 2023: $3,022Net Assets 2023: $104,221,9212023Assets 2024: $105,356,989Liabilities 2024: $3,487Net Assets 2024: $105,353,5022024

Highlighted filing

2023

Assets$104,224,943
Liabilities$3,022
Net Assets$104,221,921
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2020: $13,471,295Expenses 2020: $8,016,989Net Income 2020: $5,454,3062020Revenue 2021: $7,902,405Expenses 2021: $9,031,827Net Income 2021: -$1,129,4222021Revenue 2022: $5,228,867Expenses 2022: $10,129,666Net Income 2022: -$4,900,7992022Revenue 2023: $13,451,282Expenses 2023: $10,302,249Net Income 2023: $3,149,0332023Revenue 2024: $11,288,952Expenses 2024: $10,157,371Net Income 2024: $1,131,5812024

Highlighted filing

2023

Revenue$13,451,282
Expenses$10,302,249
Net Income$3,149,033
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 22, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L THOMAS HILTZChairman, TrusteePT$248,336-$248,336
ALLISON H KROPPSecretary, TrusteePT$230,675-$230,675
PETER S HILTZTrusteePT$182,487-$182,487
MICHAEL W SCHOTTTreasurer, TrusteePT$110,441-$110,441
FRANCIE S HILTZVice Chairman, TrusteePT$90,255-$90,255
Filing and Contact Details

Filer

Filer Name
Hcs Foundation
EIN
34-6514235
Phone
2167813502
Address
1801 EAST NINTH STREET 1105, CLEVELAND, OH 44114-3103

Signing Officer

Name
L Thomas Hiltz
Title
President
Phone
2167813502
Signed
2024-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
200 PUBLIC SQUARE 19TH FLOOR, CLEVELAND, OH 44114
Preparer
Jeffrey W Barringer
Phone
2168753000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SCHWAB - NESTLE SA SPNSD. ADR REPSTG. REG. SHS,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SCHWAB - NEXTERA ENERGY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34SCHWAB - NORTHROP GRUMMAN CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SCHWAB - PAYCHEX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SCHWAB - PEPSICO, INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SCHWAB - PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SCHWAB - PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SCHWAB - PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SCHWAB - PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SCHWAB - QUALCOMM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SCHWAB - REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SCHWAB - REGIONS FINL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SCHWAB - RPM INTERNATIONAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SCHWAB - SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SCHWAB - SOUTHWEST AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SCHWAB - STARBUCKS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SCHWAB - TEXAS INSTRUMENTS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SCHWAB - TJX COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SCHWAB - TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SCHWAB - UNITED PARCEL SRVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SCHWAB - US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SCHWAB - WEC ENERGY GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SCHWAB - WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SCHWAB X5782- ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SCHWAB X5782- ABBVIE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SCHWAB X5782- AIR PRODUCTS & CHEMICALS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SCHWAB X5782- AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SCHWAB X5782- AUTOMATED DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SCHWAB X5782- BROADCOM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SCHWAB X5782- CHEVRON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SCHWAB X5782- CISCO SYSTEMS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SCHWAB X5782- CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SCHWAB X5782- CORNING INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SCHWAB X5782- DELL TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SCHWAB X5782- EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SCHWAB X5782- EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SCHWAB X5782- EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SCHWAB X5782- FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SCHWAB X5782- HOME DEPOT, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SCHWAB X5782- ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SCHWAB X5782- JOHNSON CONTROLS INTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SCHWAB X5782- KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SCHWAB X5782- KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SCHWAB X5782- LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SCHWAB X5782- LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SCHWAB X5782- MARSH & MCLENNAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SCHWAB X5782- MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SCHWAB X5782- MERCK & CO., INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SCHWAB X5782- MICROSOFT CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SCHWAB X5782- MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SCHWAB X5782- NEXTERA ENERGY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SCHWAB X5782- NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SCHWAB X5782- PAYCHEX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SCHWAB X5782- PEPSICO, INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SCHWAB X5782- PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SCHWAB X5782- PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SCHWAB X5782- PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SCHWAB X5782- PROLOGIS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SCHWAB X5782- QUALCOMM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SCHWAB X5782- REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SCHWAB X5782- REGIONS FINL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SCHWAB X5782- RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94SCHWAB X5782- SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SCHWAB X5782- STARBUCKS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96SCHWAB X5782- TEXAS INSTRUMENTS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SCHWAB X5782- TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SCHWAB X5782- UNITED PARCEL SRVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99SCHWAB X5782- US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100SCHWAB X5782- WEC ENERGY GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SCHWAB X5782- WILLIAMS COS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0542433
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0557460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MINERAL RIGHTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04617935
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08556360
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0276879
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0108
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt013451282
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt013451282
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt070250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt070250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08556360
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0843656
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018538
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0862194
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08051841
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08051841
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04617935
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04617935
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03149033
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt031700277
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0276879
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0276879
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt030691
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt030691
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08556360
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012840661
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt060279
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt04710
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt064989
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0233880
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt05139
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0239019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040402
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0156462
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0515634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0672096
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt07268
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt063503
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0255771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt09505148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0610621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010302249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013451282
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013451282
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01453307
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0610621
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02250408
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt014996
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt014996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06871581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11501117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21294729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311230536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42245954

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Filings

Displayed year

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

Open filing
Assets
$104,224,943
Liabilities
$3,022
Net assets
$104,221,921
Revenue
$13,451,282
Expenses
$10,302,249
Net income
$3,149,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$105$0.00$105$11.3$10.2$1.13
2023Detailed filing. Detailed filing data is available for this year.$104$0.00$104$13.5$10.3$3.15
2022Detailed filing. Detailed filing data is available for this year.$101$0.00$101$5.23$10.1$4.90
2021Detailed filing. Detailed filing data is available for this year.$106$0.00$106$7.90$9.03$1.13
2020Detailed filing. Detailed filing data is available for this year.$107$0.00$107$13.5$8.02$5.45