Civic Intelligence

Transformation Trust Inc.

990PF • Fiscal year 2013 • EIN 35-2024586

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 24, 2014

Organization Profile
PO Box 8000746280

(317) 580-2002

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

4th percentile

-104%

Higher net margin than 4% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

26th percentile

$75,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

12th percentile

-4.9%

Faster asset growth than 12% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$29,526,585

Down $1,535,993 (-4.9%) from 2012

Net Assets

Down

$29,522,808

Down $1,539,770 (-5.0%) from 2012

Liabilities

Up

$3,777

Up $3,777 from 2012

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin4th percentile

Revenue

$894,384

No earlier filing loaded for comparison.

Expenses

Up

$1,822,668

Up $21,333 (+1.2%) from 2012

Net Income

-$928,284

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$40M$30M$20M$10M$0Assets 2010: $27,818,898Liabilities 2010: $0Net Assets 2010: $27,818,8982010Assets 2011: $31,798,521Liabilities 2011: $0Net Assets 2011: $31,798,5212011Assets 2012: $31,062,578Liabilities 2012: $0Net Assets 2012: $31,062,5782012Assets 2013: $29,526,585Liabilities 2013: $3,777Net Assets 2013: $29,522,8082013Assets 2014: $29,319,499Liabilities 2014: $0Net Assets 2014: $29,319,4992014Assets 2015: $28,270,066Liabilities 2015: $0Net Assets 2015: $28,270,0662015Assets 2016: $27,406,930Liabilities 2016: $0Net Assets 2016: $27,406,9302016Assets 2017: $26,646,724Liabilities 2017: $0Net Assets 2017: $26,646,7242017Assets 2019: $25,079,739Liabilities 2019: $0Net Assets 2019: $25,079,7392019Assets 2020: $23,459,956Liabilities 2020: $0Net Assets 2020: $23,459,9562020Assets 2021: $23,182,828Liabilities 2021: $0Net Assets 2021: $23,182,8282021Assets 2022: $22,818,280Liabilities 2022: $0Net Assets 2022: $22,818,2802022Assets 2023: $22,279,129Liabilities 2023: $0Net Assets 2023: $22,279,1292023Assets 2024: $21,856,502Liabilities 2024: $0Net Assets 2024: $21,856,5022024

Highlighted filing

2013

Assets$29,526,585
Liabilities$3,777
Net Assets$29,522,808
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $893,3682010Expenses 2011: $1,763,8882011Expenses 2012: $1,801,3352012Revenue 2013: $894,384Expenses 2013: $1,822,668Net Income 2013: -$928,2842013Revenue 2014: $1,383,420Expenses 2014: $1,503,174Net Income 2014: -$119,7542014Revenue 2015: $680,303Expenses 2015: $1,747,262Net Income 2015: -$1,066,9592015Revenue 2016: $818,691Expenses 2016: $1,689,101Net Income 2016: -$870,4102016Revenue 2017: $1,102,485Expenses 2017: $1,776,885Net Income 2017: -$674,4002017Revenue 2019: $658,188Expenses 2019: $1,745,729Net Income 2019: -$1,087,5412019Revenue 2020: $600,285Expenses 2020: $2,203,719Net Income 2020: -$1,603,4342020Revenue 2021: $1,253,752Expenses 2021: $1,526,311Net Income 2021: -$272,5592021Revenue 2022: $806,450Expenses 2022: $1,171,055Net Income 2022: -$364,6052022Revenue 2023: $986,459Expenses 2023: $1,525,297Net Income 2023: -$538,8382023Revenue 2024: $1,126,317Expenses 2024: $1,520,925Net Income 2024: -$394,6082024

Highlighted filing

2013

Revenue$894,384
Expenses$1,822,668
Net Income-$928,284
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 24, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA KLINKBoard MemberPT$75,000-$75,000
ELIZABETH HAMILTONBoard MemberPT$22,000-$22,000
PATSY HEARDBoard Member-$0--
Filing and Contact Details

Filer

EIN
35-2024586
Phone
3175802002

Signing Officer

Name
Sheila Klink
Title
Officer
Phone
3176843150
Signed
2014-10-24
Discuss with paid preparer
Yes

Preparer

Preparer
Mark N Bernstein
Phone
3175802000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PIMCO COMMODITY REAL RETURN INST (PCRIX )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PIMCO EMERGING LOCAL BOND FD INST CL (PELBX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SUNTRUST BK ATLANTA GA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GLENROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BOLLORE EUR16 ISIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38RIT CAPITAL PARNTERS ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CBS CORP NEW CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CBO HOLDINGS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41COLFAX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CONTINENTAL RES INC OKLA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DISH NETWORK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DREAMWORKS ANIMATION SKG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DUNDEE CORPORATION A SUB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ECHOSTAR CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47GOOGLE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LIBERTY MEDIA CORP NEW LIBERTY CAP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LIMITED BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ONEX CORP SUB.VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PENNEY JC CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TOURMALINE OIL CORP COM NPV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VIACOM INC NEW CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54EQUITY LIFESTYLE PPTYS INC COM (ELS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ISHARES TR RUSSELL 1000 VALUE INDEX FD (IWD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JPMORGAN CHASE & CO ALERIAN MLP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ABERDEEN ASIA BOND INSTL CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58EATON VANCE GLOBAL MACRO ABSLTE RT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PIMCO SHORT TERM INSTITUTIONAL (PTSHX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60RS GLOBAL NATURAL RESOURCES FUND CL Y (RSNYX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61BROOKFIELD ASSET MANAGEMNT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62BROOKFIELD RESIDENTIAL PPTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63CALLOWAY REAL ESTATE INVT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64FAMILY DOLLAR STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65GLENCORE INTL PLC ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HELLENIC EXCHANGES S.A. HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LENNAR CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LIBERTY INTERACTIVE CORP INTERACTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ORCHARD SUPPLY HARDWARE STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ORCHARD SUPPLY HARDWARE STORES PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ROUSE PROPERTIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SEARS CANADA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TEXAS PACIFIC LAND TRUST SUB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74THE LINK REAL ESTATE INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VIASAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WENDYS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WPX ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78E.I.I GLOBAL PROPERT (EIIGX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ASCENT CAP GROUP INC (ASCMA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80BURGER KING WORLDWIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81CRIMSON WINE GROUP (CWGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82DREAM UNLIMITED CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83FREEPORT MCMORAN COPPER & GOLD INC (FCSX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84STARZ COM (STRZA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SUSSER HOLDGS CORP (SUSS)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01072795
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01159775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1151419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt372985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt427964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt812749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt103870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1127072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1314824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FUTURE SELECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CAMBRIDGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MC HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ALDARRA (HELD VIA FIDELITY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MERRIWELL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GLENROCK BVI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FOCUS PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FOCUS V PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ICAHN ENTERPRISES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BLACKSTONE GROUP LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10KKR AND CO.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11OAKREE CAPITAL GROUP LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ROBECO BOSTON PRTNS (BPIRX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13LIBERTY INTERACTIVE CORP LIBERTY VENTURES COM USD0.01 CL A (LVNTA )
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MCEWEN MINING INC COM USD0.10 (MUX )
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SEARS HOMETOWN & OUTLET STORES INC COM (SHOS )
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16BROOKFIELD PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt013182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1167717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt426596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt60
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt812621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt97686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt106791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1130479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12216803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1340210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0679381
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0214920
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt083
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0894384
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0894384
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt040581
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0214920
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt097000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt097000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01419620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01434620
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0679381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0679381
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-928284
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02108623
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01026
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03928
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0214920
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0668105
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0120233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0120233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt097702
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt099541
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07318
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025739
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01516620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0226279
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01822668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0894384
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0894384

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,526,585
Liabilities
$3,777
Net assets
$29,522,808
Revenue
$894,384
Expenses
$1,822,668
Net income
-$928,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$1.13$1.52$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.00$22.3$0.99$1.53$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$0.00$22.8$0.81$1.17$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$0.00$23.2$1.25$1.53$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$0.00$23.5$0.60$2.20$1.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.00$25.1$0.66$1.75$1.09
2017Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$1.10$1.78$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$0.82$1.69$0.87
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$0.00$28.3$0.68$1.75$1.07
2014Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$1.38$1.50$0.12
2013Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$0.89$1.82$0.93
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$0.00$31.1$1.80
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.00$31.8$1.76
2010Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$0.89