Civic Intelligence

The Hamer D and Phyllis C Shafer Foundation Charitable Trust

990PF • Fiscal year 2017 • EIN 35-1997098

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
PO Box 548Muncie, IN 47308-0548

(765) 284-7721

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

46th percentile

2.3%

Faster asset growth than 46% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

196%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$8,605,685

Up $191,301 (+2.3%) from 2016

Net Assets

Up

$8,596,914

Up $184,046 (+2.2%) from 2016

Liabilities

Up

$8,771

Up $7,255 (+479%) from 2016

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin80th percentile

Revenue

Up

$667,053

Up $441,674 (+196%) from 2016

Expenses

Down

$483,007

Down $9,006 (-1.8%) from 2016

Net Income

Up

$184,046

Up $450,680 (+169%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$10M$5.0M$0Assets 2014: $8,705,586Liabilities 2014: $1,881Net Assets 2014: $8,703,7052014Assets 2015: $8,679,502Liabilities 2015: $0Net Assets 2015: $8,679,5022015Assets 2016: $8,414,384Liabilities 2016: $1,516Net Assets 2016: $8,412,8682016Assets 2017: $8,605,685Liabilities 2017: $8,771Net Assets 2017: $8,596,9142017Assets 2018: $8,662,558Liabilities 2018: $0Net Assets 2018: $8,662,5582018Assets 2019: $8,659,067Liabilities 2019: $0Net Assets 2019: $8,659,0672019Assets 2020: $8,457,011Liabilities 2020: $0Net Assets 2020: $8,457,0112020Assets 2021: $8,963,606Liabilities 2021: $10,583Net Assets 2021: $8,953,0232021Assets 2022: $8,737,482Liabilities 2022: $0Net Assets 2022: $8,737,4822022Assets 2023: $8,647,930Liabilities 2023: $2,453Net Assets 2023: $8,645,4772023Assets 2024: $8,802,510Liabilities 2024: $0Net Assets 2024: $8,802,5102024

Highlighted filing

2017

Assets$8,605,685
Liabilities$8,771
Net Assets$8,596,914
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $1,883,672Expenses 2014: $443,646Net Income 2014: $1,440,0262014Revenue 2015: $438,671Expenses 2015: $462,874Net Income 2015: -$24,2032015Revenue 2016: $225,379Expenses 2016: $492,013Net Income 2016: -$266,6342016Revenue 2017: $667,053Expenses 2017: $483,007Net Income 2017: $184,0462017Revenue 2018: $578,951Expenses 2018: $513,307Net Income 2018: $65,6442018Revenue 2019: $510,759Expenses 2019: $514,250Net Income 2019: -$3,4912019Revenue 2020: $258,626Expenses 2020: $460,682Net Income 2020: -$202,0562020Revenue 2021: $1,015,572Expenses 2021: $519,560Net Income 2021: $496,0122021Revenue 2022: $242,018Expenses 2022: $457,559Net Income 2022: -$215,5412022Revenue 2023: $416,333Expenses 2023: $508,338Net Income 2023: -$92,0052023Revenue 2024: $653,689Expenses 2024: $496,656Net Income 2024: $157,0332024

Highlighted filing

2017

Revenue$667,053
Expenses$483,007
Net Income$184,046
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY L WALKERTrustee, Chairman And Pres-$0--
CHRISTOPHER D FANCHERTrustee, Secretary-$0--
KENNETH R BRINERTrustee, Treasurer-$0--
RAY L CHAMBERSTrustee, Vice President-$0--
JON H MOLLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Hamer D & Phyllis C Shafer Foundation
EIN
35-1997098
Phone
7652847721
Address
PO BOX 548, MUNCIE, IN 47308-0548

Signing Officer

Name
Terry L Walker
Title
President
Phone
7652847721
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Whitinger & Company LLC
Address
1100 W WHITE RIVER BLVD, MUNCIE, IN 47303-3776
Preparer
Timothy J Bush CPA
Phone
7652843384
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PEOPLE'S UNITED FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SIGNET JEWELLERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STERICYCLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40T. ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41THE J.M. SMUCKER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TRAVELERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VECTREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47WAL MART STORES INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0251698
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0253011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0143949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt152491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2141458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3463209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4188905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5477784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6182117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt753182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8482786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9132056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10296657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11190779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt135000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1523112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN EUROPACIFIC GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY CONTRAFUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MFS NEW DISCOVERY INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3NORTHERN MIDCAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4RUSSELL 2000 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5RUSSELL MID CAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6S&P SMALL CAP 600 CORE ETF ISHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD GROWTH INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD MIDCAP INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD INTL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD REIT INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD S/C INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12TIAA FSB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13MARLIN BUSINESS BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14CHARLES SCHWAB 6.000% PREFERRED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FEDERAL SH-INTERM TOTAL RETURN BOND FUS IS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0165478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt153894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2168325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3470516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4200638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5507838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6200398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt756993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8509174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9168718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10298009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11202532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1299794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt134982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14107520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1523112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0189231
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0477822
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0667053
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0667053
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0546
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04919
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05465
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0492054
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0435850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0435850
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0189231
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0189231
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0184046
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07507105
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0302
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0303
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0477822
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0648544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0598
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt026528
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027125
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0991
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013962
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0437296
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032741
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0483007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0681285
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0667053
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01446
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032741
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt047157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07015051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0450269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0450269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07465320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0492054
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0184046
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08596914
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08412868
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08596914
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0471793
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0471793
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0471793
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0484764
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012971
IRS990PF/DistributableAmountGrp/TotalTaxAmt012971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04200
IRS990PF/FMVAssetsEOYAmt010144051
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt026210
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016555

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,605,685
Liabilities
$8,771
Net assets
$8,596,914
Revenue
$667,053
Expenses
$483,007
Net income
$184,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$0.65$0.50$0.16
2023Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.42$0.51$0.09
2022Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.24$0.46$0.22
2021Detailed filing. Detailed filing data is available for this year.$8.96$0.01$8.95$1.02$0.52$0.50
2020Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.26$0.46$0.20
2019Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.51$0.51$0.00
2018Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.58$0.51$0.07
2017Detailed filing. Detailed filing data is available for this year.$8.61$0.01$8.60$0.67$0.48$0.18
2016Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.23$0.49$0.27
2015Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.44$0.46$0.02
2014Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.70$1.88$0.44$1.44