Civic Intelligence

Cy Miller Foundation

990PF • Fiscal year 2020 • EIN 36-3818158

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 27, 2021

Organization Profile
1620 Dodge St - Stop 8145Omaha, NE 68197-8145

(815) 754-8018

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

25th percentile

-18%

Higher net margin than 25% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$900

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-1.5%

Faster asset growth than 41% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

7.5%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$356,840

Down $5,428 (-1.5%) from 2019

Net Assets

Down

$356,826

Down $5,422 (-1.5%) from 2019

Liabilities

Down

$14

Down $6 (-30%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin25th percentile

Revenue

Up

$30,879

Up $2,155 (+7.5%) from 2019

Expenses

Up

$36,301

Up $830 (+2.3%) from 2019

Net Income

Up

-$5,422

Up $1,325 (+20%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$600K$400K$200K$0Assets 2010: $469,893Liabilities 2010: $0Net Assets 2010: $469,8932010Assets 2011: $452,617Liabilities 2011: $0Net Assets 2011: $452,6172011Assets 2012: $441,869Liabilities 2012: $0Net Assets 2012: $441,8692012Assets 2013: $423,755Liabilities 2013: $0Net Assets 2013: $423,7552013Assets 2016: $394,379Liabilities 2016: $0Net Assets 2016: $394,3792016Assets 2017: $381,936Liabilities 2017: $43Net Assets 2017: $381,8932017Assets 2018: $368,990Liabilities 2018: $0Net Assets 2018: $368,9902018Assets 2019: $362,268Liabilities 2019: $20Net Assets 2019: $362,2482019Assets 2020: $356,840Liabilities 2020: $14Net Assets 2020: $356,8262020Assets 2021: $356,383Liabilities 2021: $8Net Assets 2021: $356,3752021Assets 2022: $339,776Liabilities 2022: $16Net Assets 2022: $339,7602022Assets 2023: $341,748Liabilities 2023: $27Net Assets 2023: $341,7212023Assets 2024: $336,326Liabilities 2024: $0Net Assets 2024: $336,3262024

Highlighted filing

2020

Assets$356,840
Liabilities$14
Net Assets$356,826
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $31,5912010Expenses 2011: $31,5322011Expenses 2012: $31,8122012Revenue 2013: $15,232Expenses 2013: $33,346Net Income 2013: -$18,1142013Revenue 2016: $14,139Expenses 2016: $31,157Net Income 2016: -$17,0182016Revenue 2017: $21,327Expenses 2017: $33,816Net Income 2017: -$12,4892017Revenue 2018: $21,198Expenses 2018: $34,098Net Income 2018: -$12,9002018Revenue 2019: $28,724Expenses 2019: $35,471Net Income 2019: -$6,7472019Revenue 2020: $30,879Expenses 2020: $36,301Net Income 2020: -$5,4222020Revenue 2021: $37,130Expenses 2021: $37,580Net Income 2021: -$4502021Revenue 2022: $17,800Expenses 2022: $34,453Net Income 2022: -$16,6532022Revenue 2023: $39,126Expenses 2023: $36,568Net Income 2023: $2,5582023Revenue 2024: $36,001Expenses 2024: $41,164Net Income 2024: -$5,1632024

Highlighted filing

2020

Revenue$30,879
Expenses$36,301
Net Income-$5,422
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST NATIONAL BANK OF OMAHATrustee-$900-$900
VINCENT A BOONEDirector-$0--
KEITH FOSTERDirector-$0--
BRIAN ROSENOWDirector-$0--
Filing and Contact Details

Filer

Filer Name
Cy Miller Foundation
EIN
36-3818158
Phone
8157548018
Address
1620 DODGE ST - STOP 8145, OMAHA, NE 68197-8145

Signing Officer

Name
Fnbo by Scott Riege
Title
Smtst
Phone
8157548018
Signed
2021-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET STE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SOUTHWEST AIRLS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SOUTHWEST GAS HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SUN CMNTYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67THERMO FISHER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TIMKEN CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69US BANCORP DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ULTA BEAUTY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VERIZON COMMUNICATIONS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WALMART INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WASTE MANAGEMENT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WELLS FARGO & CO NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ZOETIS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76INVESCO OPPENHEIMER DEVELOPING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77LAZARD INTERNATIONAL EQUITY IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MFS GLOBAL REAL ESTATE FUND R5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MANNING & NAPIER RAINIER INTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80HORIZON THERAPEUTICS PUB LTD S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82CMC MATERIALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83CSX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84EQUITABLE HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MORGAN STANLEY COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87POOL CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SOUTH ST CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt034271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JPMORGAN HEDGED EQUITY FUND -
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES GOLD TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt038305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07739
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023140
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030879
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030879
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023140
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0810
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt026700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt026700
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07739
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07739
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5422
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt077314
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023140
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022491
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01620
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0654
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05884
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06537
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt027632
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08388
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt036301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt030879
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0932
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08388
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09601
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312015-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502018-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512015-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522015-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542019-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552015-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562015-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582014-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632015-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642015-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652020-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662020-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682016-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692016-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712016-12-02

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$356,840
Liabilities
$14
Net assets
$356,826
Revenue
$30,879
Expenses
$36,301
Net income
-$5,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.36$0.41$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.39$0.37$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.18$0.34$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.37$0.38$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.31$0.36$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.29$0.35$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.21$0.34$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.21$0.34$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.14$0.31$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.15$0.33$0.18
2012Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.32
2011Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.32
2010Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.32