Civic Intelligence

Knight Foundation Co M Scholz

990PF • Fiscal year 2012 • EIN 36-3726434

Jun 01, 2011 to May 31, 2012 • Filed on Apr 15, 2013

Organization Profile
PO Box 16170059716
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

91st percentile

36%

Faster asset growth than 91% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,320,602

Up $347,512 (+36%) from 2011

Net Assets

Up

$1,320,602

Up $415,160 (+46%) from 2011

Liabilities

Down

$0

Down $67,648 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$45,042

Up $42,708 (+1830%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $70,327Liabilities 2010: $0Net Assets 2010: $70,3272010Assets 2011: $973,090Liabilities 2011: $67,648Net Assets 2011: $905,4422011Assets 2012: $1,320,602Liabilities 2012: $0Net Assets 2012: $1,320,6022012Assets 2013: $1,353,578Liabilities 2013: $0Net Assets 2013: $1,353,5782013Assets 2014: $818,773Liabilities 2014: $0Net Assets 2014: $818,7732014Assets 2015: $792,662Liabilities 2015: $0Net Assets 2015: $792,6622015Assets 2016: $759,052Liabilities 2016: $0Net Assets 2016: $759,0522016Assets 2017: $757,817Liabilities 2017: $0Net Assets 2017: $757,8172017Assets 2018: $1,150,895Liabilities 2018: $0Net Assets 2018: $1,150,8952018Assets 2019: $1,132,473Liabilities 2019: $0Net Assets 2019: $1,132,4732019Assets 2020: $1,088,601Liabilities 2020: $0Net Assets 2020: $1,088,6012020Assets 2021: $1,117,836Liabilities 2021: $0Net Assets 2021: $1,117,8362021Assets 2022: $1,062,397Liabilities 2022: $0Net Assets 2022: $1,062,3972022Assets 2023: $992,415Liabilities 2023: $0Net Assets 2023: $992,4152023Assets 2024: $1,035,257Liabilities 2024: $0Net Assets 2024: $1,035,2572024Assets 2025: $1,022,834Liabilities 2025: $0Net Assets 2025: $1,022,8342025

Highlighted filing

2012

Assets$1,320,602
Liabilities$0
Net Assets$1,320,602
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $5,4142010Expenses 2011: $2,3342011Expenses 2012: $45,0422012Expenses 2013: $108,2412013Revenue 2014: $61,854Expenses 2014: $60,863Net Income 2014: $9912014Revenue 2015: $64,667Expenses 2015: $90,778Net Income 2015: -$26,1112015Revenue 2016: $33,463Expenses 2016: $67,073Net Income 2016: -$33,6102016Revenue 2017: $53,388Expenses 2017: $54,623Net Income 2017: -$1,2352017Revenue 2018: $463,183Expenses 2018: $70,105Net Income 2018: $393,0782018Revenue 2019: $58,013Expenses 2019: $76,435Net Income 2019: -$18,4222019Revenue 2020: $51,478Expenses 2020: $95,350Net Income 2020: -$43,8722020Revenue 2021: $99,460Expenses 2021: $70,225Net Income 2021: $29,2352021Revenue 2022: $35,820Expenses 2022: $91,259Net Income 2022: -$55,4392022Revenue 2023: $9,536Expenses 2023: $79,518Net Income 2023: -$69,9822023Revenue 2024: $104,056Expenses 2024: $61,214Net Income 2024: $42,8422024Revenue 2025: $46,482Expenses 2025: $77,843Net Income 2025: -$31,3612025

Highlighted filing

2012

Revenue-
Expenses$45,042
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Apr 15, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE SCHOLZPresident-$0--
SARAH NASH ZIMMERSecretary-$0--
ROBERT LEHRKINDTreasurer-$0--
AUDREE CAMERONDirector-$0--
BOB NAERTVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGALLATIN VALLEY FOOD BANKGENERAL PROGRAM SUPPORTPUBLIC CHARITYBOZEMAN, MT, US$3,000
Paid GrantBOZEMAN SENIOR CENTERFOR MEALS ON WHEELSPUBLIC CHARITYBOZEMAN, MT, US$1,500
Paid GrantWILLING WORKERS AIDGENERAL PROGRAM SUPPORTPUBLIC CHARITYGALLATIN GATEWAY, MT, US$1,500
Paid GrantHEART OF THE VALLEY ANIMAL SHELTERGENERAL PROGRAM SUPPORTPUBLIC CHARITYBOZEMAN, MT, US$1,500
Paid GrantTRAVELERS FOR OPEN LANDGENERAL PROGRAM SUPPORTPUBLIC CHARITYWHITEHALL, MT, US$1,500
Paid GrantSOLDIER'S CHAPELGENERAL PROGRAM SUPPORTPUBLIC CHARITYBIG SKY, MT, US$1,000
Paid GrantCRAIL RANCHGENERAL PROGRAM SUPPORTPUBLIC CHARITYBIG SKY, MT, US$1,000
Paid GrantOPHIR SCHOOL LIBRARYGENERAL PROGRAM SUPPORTPUBLIC CHARITYBIG SKY, MT, US$1,000
Paid GrantEAGLE MOUNT BOZEMANGENERAL PROGRAM SUPORT - RIDING ARENA RENOVATIONPUBLIC CHARITYBOZEMAN, MT, US$1,000
Paid GrantWARRIORS AND QUIET WATERSPROGRAM SUPPORT-BOZEMAN, MT, US$1,000
Paid GrantWOMEN IN ACTIONPROGRAM SUPPORT-BIG SKY, MT, US$1,000
Paid GrantBOZEMAN SCHOOLS FOUNDATION SPARK GRANT PROGRAMPROGRAM SUPPORT - SPARK GRANT PROGRAM-BOZEMAN, MT, US$1,000
Paid GrantPIONEER MUSEUMGENERAL PROGRAM SUPPORTPUBLIC CHARITYBOZEMAN, MT, US$500
Filing and Contact Details

Filer

EIN
36-3726434
Raw XML AppendixShowing 400 of 1,049 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AppliedToPriorYearElection/Election0THE ORGANIZATION ELECTS UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO APPLY PART OF THEAMOUNT OF QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME FROM TAX YEAR 2009.
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired442011-05-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired452004-06-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired462004-10-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired472009-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired482010-10-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired492011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired502011-05-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired512009-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired522011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired532011-05-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired542010-10-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired552011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired562011-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired572010-07-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired582011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired592012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired602011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired612011-05-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired622011-05-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired632011-05-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired642011-05-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-07-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-07-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-04-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-04-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-04-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-04-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-07-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-07-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492012-01-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold521921-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572012-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582012-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592012-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612011-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622011-06-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold632011-12-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold642011-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0BEMIS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CHEVRON CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CULLEN/FROST BANKERS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CULLEN/FROST BANKERS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4DOMINION RESOURCES INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5EXXONMOBIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6EXXONMOBIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7EXXONMOBIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8FORTUNE BRANDS/BEAM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9GOODRICH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10GOODRICH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11HOME DEPOT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12IBM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13IBM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14JOHNSON & JOHNSON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15JOHNSON & JOHNSON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16JOHNSON & JOHNSON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17KOHLS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18KOHLS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19MCDONALDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20MCDONALDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21MICROSOFT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22PEPSICO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23PEPSICO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24PFIZER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25PITNEY BOWES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26TRANSOCEAN INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27TRANSOCEAN INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28WELLS FARGO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29WELLS FARGO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30DWS STRATEGIC MUNI INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31EUROPAC GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32EUROPAC GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33EUROPAC GRTH DIV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34EUROPAC GRTH DIV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35EURO PACIFIC GROWTH F (F-1)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36EURO PACIFIC GROWTH F (F-1)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37FRANKLIN DOUBLE TAX FREE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38FRANKLIN DOUBLE TAX FREE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39ISHARES BARCLAYS AGGREGATE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40ISHARES BARCLAYS INTERMEDIATE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41ISHARES BARCLAYS TIPS BOND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42ISHARES BARCLAYS TIPS BOND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset43ISHARES BARCLAYS TIPS BOND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset44ISHARES IBOXX $ INVESTMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset45ISHARES S&P500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset46ISHARES S&P500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset47ISHARES S&P500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset48ISHARES S&P500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset49ISHARES S&P 500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset50ISHARES EAFE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51ISHARES MIDCAP 400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52ISHARES MIDCAP 400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset53ISHARES DJ SELECT DIVIDEND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset54ISHARES RUSSELL 2000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset55ISHARES RUSSELL 2000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset56VANGUARD TOT BD MARKET
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset57VANGUARD FTSE ALL WORLD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset58VANGUARD FTSE ALL WORLD EX US
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset59VANGUARD FTSE ALL WORLD EX US
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset60WELLS FARGO ADV MUNI BND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61CREDIT SUISSE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset62MONTANA BOARD OF HOUSING SINGL FAM MTG REVS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset63MONTANA BOARD OF HOUSING SINGL FAM MTG REVS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset64PUERTO RICO PUB FIN CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset65CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01998
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17392
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2131
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-281
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss45026
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5293
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss64364
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7572
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss82398
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss102452
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss111154
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss122334
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13323
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14103
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss151454
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16289
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17-34
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18-515
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19301
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20160
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21-404
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22194
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss231186
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss247649
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss25417
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss26-109
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss27-1306
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss28-40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss29-138
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss30-2413
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3186

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,320,602
Liabilities
$0
Net assets
$1,320,602
Revenue
-
Expenses
$45,042
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.08$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.01$0.08$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.46$0.07$0.39
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.05$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.03$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.97$0.07$0.91$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01