Civic Intelligence

The Palmer Foundation

990PF • Fiscal year 2017 • EIN 36-3700897

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 23, 2018

Organization Profile
1201 Connecticut Ave NW Suite 300Washington, DC 20036

(202) 595-1020

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$1,000

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

45th percentile

2.9%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$15,954,189

Up $443,544 (+2.9%) from 2016

Net Assets

Up

$15,954,189

Up $443,544 (+2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin83rd percentile

Revenue

Up

$1,339,770

Up $174,831 (+15%) from 2016

Expenses

Down

$892,827

Down $57,215 (-6.0%) from 2016

Net Income

Up

$446,943

Up $232,046 (+108%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $11,639,306Liabilities 2010: $0Net Assets 2010: $11,639,3062010Assets 2011: $11,865,076Liabilities 2011: $0Net Assets 2011: $11,865,0762011Assets 2012: $12,660,304Liabilities 2012: $0Net Assets 2012: $12,660,3042012Assets 2013: $13,427,692Liabilities 2013: $0Net Assets 2013: $13,427,6922013Assets 2014: $14,665,056Liabilities 2014: $0Net Assets 2014: $14,665,0562014Assets 2015: $15,296,820Liabilities 2015: $0Net Assets 2015: $15,296,8202015Assets 2016: $15,510,645Liabilities 2016: $0Net Assets 2016: $15,510,6452016Assets 2017: $15,954,189Liabilities 2017: $0Net Assets 2017: $15,954,1892017Assets 2018: $16,340,483Liabilities 2018: $0Net Assets 2018: $16,340,4832018Assets 2019: $16,121,159Liabilities 2019: $0Net Assets 2019: $16,121,1592019Assets 2020: $16,622,860Liabilities 2020: $0Net Assets 2020: $16,622,8602020Assets 2021: $18,549,178Liabilities 2021: $0Net Assets 2021: $18,549,1782021Assets 2022: $17,905,612Liabilities 2022: $0Net Assets 2022: $17,905,6122022Assets 2023: $17,424,896Liabilities 2023: $0Net Assets 2023: $17,424,8962023Assets 2024: $17,589,428Liabilities 2024: $0Net Assets 2024: $17,589,4282024

Highlighted filing

2017

Assets$15,954,189
Liabilities$0
Net Assets$15,954,189
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $621,9042010Expenses 2011: $737,7352011Expenses 2012: $697,2752012Revenue 2013: $1,588,459Expenses 2013: $822,798Net Income 2013: $765,6612013Revenue 2014: $2,152,222Expenses 2014: $913,071Net Income 2014: $1,239,1512014Revenue 2015: $1,565,257Expenses 2015: $927,886Net Income 2015: $637,3712015Revenue 2016: $1,164,939Expenses 2016: $950,042Net Income 2016: $214,8972016Revenue 2017: $1,339,770Expenses 2017: $892,827Net Income 2017: $446,9432017Revenue 2018: $1,503,879Expenses 2018: $1,117,014Net Income 2018: $386,8652018Revenue 2019: $739,895Expenses 2019: $959,219Net Income 2019: -$219,3242019Revenue 2020: $1,478,250Expenses 2020: $1,026,549Net Income 2020: $451,7012020Revenue 2021: $3,116,778Expenses 2021: $1,190,460Net Income 2021: $1,926,3182021Revenue 2022: $497,407Expenses 2022: $1,140,973Net Income 2022: -$643,5662022Revenue 2023: $654,768Expenses 2023: $1,135,484Net Income 2023: -$480,7162023Revenue 2024: $1,293,313Expenses 2024: $1,128,781Net Income 2024: $164,5322024

Highlighted filing

2017

Revenue$1,339,770
Expenses$892,827
Net Income$446,943
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 23, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN L ENROTHVice PresidentPT$1,000-$1,000
PETER LISCHICKTreasurerPT$1,000-$1,000
GRANT LISCHICKDirectorPT$900-$900
CARL ENROTHDirectorPT$500-$500
LISA ENROTHDirectorPT$500-$500
MARY P ENROTHChairman-$0--
JAY L OWENSecretary-$0--
KAREN E LISCHICKPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Palmer Foundation
EIN
36-3700897
Phone
2025951020
Address
1201 CONNECTICUT AVE NW SUITE 300, WASHINGTON, DC 20036

Signing Officer

Name
Karen E Lischick
Title
President
Phone
2025951020
Signed
2018-06-23
Discuss with paid preparer
No

Preparer

Firm
Seymour & Associates Sc
Address
600 52ND STREET SUITE 210, KENOSHA, WI 53140
Preparer
Charles E Gierl CPA
Phone
2626583500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28750 F5 NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291035 HILL-ROM HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30566 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31577 HUNTINGTON INGALLS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32730 JM SMUCKER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33584 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34535 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351220 LEAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361755 LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm372405 LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm382388 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm392765 ON SEMICONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401050 OWENS CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412430 OWENS ILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421615 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431095 PORTLAND GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441145 PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm451165 RED HAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461375 ROYAL CARIBBEAN CRUISES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47675 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481110 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm493630 SNAP ON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm502373 SOUTHWEST AIRLINES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511795 STEEL DYNAMICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52680 UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm532905 UNUM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541888 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm554441 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56860 WYNDHAM WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5739359.454 ARTISAN DEVELOPING WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5810225 ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5966016.630 JOHCM GLOBAL EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6012385.500 OAKMARK INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6113478 VANGUARD FTSE EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0605616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1398154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2530353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3382218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4506092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5448068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6119644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7100966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8119322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9200145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt039802.419 CHAMPLAIN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13225 ISHARES RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt253409.151 ARTISAN HIGH INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt342590.590 HARTFORD FLOATING RATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt452713.974 STONE RIDGE REINSURANCE RISK FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt515082.511 GATEWAY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62650 JPMORGAN ALERIAN MLP INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72350 SPDR DJ WILSHIRE INTL REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87080.821 TORTOISE MLP & PIPELINE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92400 VANGUARD REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0691766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1491684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2530353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3370964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4473371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5504661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt672796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt795152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt895379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9199152
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0366829
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0749184
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt05065
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01121078
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01121078
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013525
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0965463
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0623000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0623000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0218692
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0362348
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0366829
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0446943
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06058062
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0749184
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01236459
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05980
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0102000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt091961
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0193961
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04456
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0785861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt096417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0892827
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01332876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01339770
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0162861
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt096417
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0269827
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt037456
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt037456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512017-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542016-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562017-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572016-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582016-03-17

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Filings

Displayed year

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

Open filing
Assets
$15,954,189
Liabilities
$0
Net assets
$15,954,189
Revenue
$1,339,770
Expenses
$892,827
Net income
$446,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$1.29$1.13$0.16
2023Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$0.65$1.14$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.00$17.9$0.50$1.14$0.64
2021Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$3.12$1.19$1.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.00$16.6$1.48$1.03$0.45
2019Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.74$0.96$0.22
2018Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$1.50$1.12$0.39
2017Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$1.34$0.89$0.45
2016Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.16$0.95$0.21
2015Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.57$0.93$0.64
2014Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$2.15$0.91$1.24
2013Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.59$0.82$0.77
2012Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.70
2011Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.74
2010Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.62