Civic Intelligence

Transformation Trust Inc.

990PF • Fiscal year 2016 • EIN 35-2024586

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization Profile
PO Box 80007Indianapolis, IN 46280

(317) 580-2002

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

4th percentile

-106%

Higher net margin than 4% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$75,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

21st percentile

-3.1%

Faster asset growth than 21% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

20%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$27,406,930

Down $863,136 (-3.1%) from 2015

Net Assets

Down

$27,406,930

Down $863,136 (-3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin4th percentile

Revenue

Up

$818,691

Up $138,388 (+20%) from 2015

Expenses

Down

$1,689,101

Down $58,161 (-3.3%) from 2015

Net Income

Up

-$870,410

Up $196,549 (+18%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2016

Assets$27,406,930
Liabilities$0
Net Assets$27,406,930
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

2016

Revenue$818,691
Expenses$1,689,101
Net Income-$870,410
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay20th 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

Filer Name
Transformation Trust Inc
EIN
35-2024586
Phone
3175802002
Address
PO BOX 80007, INDIANAPOLIS, IN 46280

Signing Officer

Name
Sheila Klink
Title
Officer
Phone
3176843150
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Mark N Bernstein
Phone
3175802000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MSG NETWORK INC CL A (MSGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NEWELL BRANDS INC COM (NWL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ONEX CORP SUB VTG ISIN (ONEXF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PAR PACIFIC HOLDINGS INC COM NEW (PARR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PAYPAL HLDGS INC COM (PYPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PLATFORM SPECIALTY PRODS CORP COM (PAH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63RESTAURANT BRANDS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64RESTAURANT BRANDS INTL LTD PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SCRIPPS E W CO OHIO CL A NEW (SSP )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SEARS CANADA INC COM NPV (SRSC )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SILVER WHEATON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68STARZ COM SER A ISIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES (TPL )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TIME INC NEW COM ISIN (TIME)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TIME WARNER INC NEWCOM NEW (TWX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72URBANA CORP COM CL A NON-VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VIACOM INC NEW CL B (VIAB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WENDYS COMPANY (THE) COM USD0.10 (WEN )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WPX ENERGY INC COM USD1 (WPX )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WYNN RESORTS LTD (WYNN )
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0824129
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0846427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt127503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4163046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt613534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BROOKFIELD PPTY PARTNERS L P (BPY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OAKTREE CAP GROUP LLC UNITS CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ROUSE PPTYS INC COM (RSE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SEARS HLDGS CORP WTX EXP 12/15/2019 (SHLDW)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CAMBRIDGE VENTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FUTURE SELECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ICAHN ENTERPRISES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MERRIWELL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt118150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4171892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0527616
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0265120
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt025955
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0818691
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0818691
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0265120
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt048500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt097000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01391000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01391000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0527616
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0527616
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-870410
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0901975
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0874
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0874
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0265120
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0687288
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt025955
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt025955
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0127380
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0129518
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03023
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt035583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01439500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0131403
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01689101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0818691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0818691
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt048500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0131403
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0298101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1636744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt196856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2168259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt196856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2168259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1733600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2168259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VARIOUS INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0265120
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-870410
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07274
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027406930
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028270066
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027406930
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01434752
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01434752
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01434752
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01441625
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06873
IRS990PF/DistributableAmountGrp/TotalTaxAmt06873
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt040211
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt047084
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06873
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt040211
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06873
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06873
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt047084
IRS990PF/FMVAssetsEOYAmt028846751
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0114073
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035227
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035227
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0133340
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0133400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0125967
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt024172795
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt023224048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt024903833
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0471542
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0454431
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0199602
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt028270066
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt027406930
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02294703
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02735695
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02735695
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028270066

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$27,406,930
Liabilities
$0
Net assets
$27,406,930
Revenue
$818,691
Expenses
$1,689,101
Net income
-$870,410
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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