Civic Intelligence

The Sheba Foundation

990PF • Fiscal year 2014 • EIN 36-3976909

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization Profile
1225 Corporate BlvdAurora, IL 60505

(630) 851-6600

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.

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

94th percentile

43%

Faster asset growth than 94% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

96%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$26,224,051

Up $7,870,286 (+43%) from 2013

Net Assets

Up

$26,224,051

Up $7,870,286 (+43%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin95th percentile

Revenue

Up

$12,288,386

Up $6,029,974 (+96%) from 2013

Expenses

Up

$2,879,243

Up $242,077 (+9.2%) from 2013

Net Income

Up

$9,409,143

Up $5,787,897 (+160%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$60M$40M$20M$0Assets 2012: $14,732,519Liabilities 2012: $0Net Assets 2012: $14,732,5192012Assets 2013: $18,353,765Liabilities 2013: $0Net Assets 2013: $18,353,7652013Assets 2014: $26,224,051Liabilities 2014: $0Net Assets 2014: $26,224,0512014Assets 2015: $26,053,955Liabilities 2015: $0Net Assets 2015: $26,053,9552015Assets 2016: $27,747,276Liabilities 2016: $0Net Assets 2016: $27,747,2762016Assets 2017: $27,789,981Liabilities 2017: $0Net Assets 2017: $27,789,9812017Assets 2018: $27,801,151Liabilities 2018: $0Net Assets 2018: $27,801,1512018Assets 2019: $27,182,848Liabilities 2019: $0Net Assets 2019: $27,182,8482019Assets 2020: $29,230,887Liabilities 2020: $0Net Assets 2020: $29,230,8872020Assets 2021: $29,895,757Liabilities 2021: $0Net Assets 2021: $29,895,7572021Assets 2022: $36,292,309Liabilities 2022: $0Net Assets 2022: $36,292,3092022Assets 2023: $39,353,140Liabilities 2023: $0Net Assets 2023: $39,353,1402023Assets 2024: $44,844,317Liabilities 2024: $0Net Assets 2024: $44,844,3172024

Highlighted filing

2014

Assets$26,224,051
Liabilities$0
Net Assets$26,224,051
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $2,833,7782012Revenue 2013: $6,258,412Expenses 2013: $2,637,166Net Income 2013: $3,621,2462013Revenue 2014: $12,288,386Expenses 2014: $2,879,243Net Income 2014: $9,409,1432014Revenue 2015: $1,104,748Expenses 2015: $1,258,580Net Income 2015: -$153,8322015Revenue 2016: $2,234,225Expenses 2016: $532,862Net Income 2016: $1,701,3632016Revenue 2017: $3,435,075Expenses 2017: $2,911,661Net Income 2017: $523,4142017Revenue 2018: $2,677,088Expenses 2018: $2,555,184Net Income 2018: $121,9042018Revenue 2019: $2,545,696Expenses 2019: $3,028,124Net Income 2019: -$482,4282019Revenue 2020: $6,229,373Expenses 2020: $2,749,566Net Income 2020: $3,479,8072020Revenue 2021: $4,334,158Expenses 2021: $3,669,288Net Income 2021: $664,8702021Revenue 2022: $9,671,589Expenses 2022: $3,275,037Net Income 2022: $6,396,5522022Revenue 2023: $3,553,710Expenses 2023: $1,416,804Net Income 2023: $2,136,9062023Revenue 2024: $10,309,359Expenses 2024: $4,860,785Net Income 2024: $5,448,5742024

Highlighted filing

2014

Revenue$12,288,386
Expenses$2,879,243
Net Income$9,409,143
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELDON LAVINDirector/Pres.-$0--
STEVEN LAVINDir/Sec/Treas-$0--
DEBORAH ROSENBERGDir/Ass'T Sec-$0--
Filing and Contact Details

Filer

Filer Name
The Sheba Foundation
EIN
36-3976909
Phone
6308516600
Address
1225 CORPORATE BLVD, AURORA, IL 60505

Signing Officer

Name
Sheldon Lavin
Title
Director/pres.
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Gordon Kramer
Address
5750 Old Orchard Road Suite 120, Skokie, IL 60077
Preparer
Harry M Kramer
Phone
8474700652
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43KANSAS CITY SOUTHERN INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45KOHLS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LOEWS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MARTIN MARIETTA MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PARNASSUS EQUITY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51RAYONIER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ROCK-TENN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SALIX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58THE PRICELINE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VMWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ASTON/FAIRPOINTE MIDCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MFS INTL VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64T ROWE PRICE OVERSEAS STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65BROWN ADV JAPAN ALPHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66T ROWE PRICE NEW ASIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67US TREAS 1%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ADMIRAL GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69CREDIT SUISSE GP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MUENCHENER RUECK-UNSPONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TATE & LYLE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73BIG LOTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75CALIFORNIA RES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ENCANA CORPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80GNC HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81HELMERICH & PAYNE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82KONINKLIJKE AHOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84NOBLE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PNC FINL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PRICELINE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92BARCLAYS BK PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93MERRILL LYNCH PFD CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94MERRILL LYNCH PFD CAP
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0250042
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0257372
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03676484
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03705565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01865877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN FUNDS MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02366763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0474309
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01924831
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt058
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02399198
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02399198
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01924831
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02731100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02731100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt09889188
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0474309
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0474309
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09409143
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010751444
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01924831
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02273642
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015403
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015403
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt096350
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt096530
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012653
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt033835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02732325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0125556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02879243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02399198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012288386
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01225
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0125556
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0148143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21989-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41989-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51989-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71989-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101989-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131989-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt141989-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt151989-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162007-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt191989-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202011-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0168038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13394390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21676029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt323428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4227834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt545968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6291514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt724379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8445037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9124839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1036452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1138548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12553053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1350574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14316416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15560325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1630560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1733005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18468218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19318006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt140373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2275131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt39427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4132884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt69288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7133281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-4868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9380531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1336394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1425985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt159492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16287546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt186783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1992788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20194415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21271242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2275131

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,224,051
Liabilities
$0
Net assets
$26,224,051
Revenue
$12,288,386
Expenses
$2,879,243
Net income
$9,409,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.8$0.00$44.8$10.3$4.86$5.45
2023Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$3.55$1.42$2.14
2022Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$9.67$3.28$6.40
2021Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$4.33$3.67$0.66
2020Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$6.23$2.75$3.48
2019Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$2.55$3.03$0.48
2018Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$2.68$2.56$0.12
2017Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$3.44$2.91$0.52
2016Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$2.23$0.53$1.70
2015Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$1.10$1.26$0.15
2014Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$12.3$2.88$9.41
2013Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$6.26$2.64$3.62
2012Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$2.83