Civic Intelligence

Charleston Area Charitable Foundation

990PF • Fiscal year 2018 • EIN 37-1172293

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization Profile
6029 Park Drive PO Box 677Charleston, IL 61920

(217) 345-2128

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

82nd percentile

15%

Faster asset growth than 82% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

178%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$10,153,584

Up $1,337,145 (+15%) from 2017

Net Assets

Up

$10,153,584

Up $1,337,145 (+15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin92nd percentile

Revenue

Up

$2,130,930

Up $1,363,518 (+178%) from 2017

Expenses

Up

$793,785

Up $1,887 (+0.2%) from 2017

Net Income

Up

$1,337,145

Up $1,361,631 (+5561%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$15M$10M$5.0M$0Assets 2016: $8,840,925Liabilities 2016: $0Net Assets 2016: $8,840,9252016Assets 2017: $8,816,439Liabilities 2017: $0Net Assets 2017: $8,816,4392017Assets 2018: $10,153,584Liabilities 2018: $0Net Assets 2018: $10,153,5842018Assets 2019: $10,301,636Liabilities 2019: $0Net Assets 2019: $10,301,6362019Assets 2020: $10,277,231Liabilities 2020: $0Net Assets 2020: $10,277,2312020Assets 2022: $9,656,804Liabilities 2022: $0Net Assets 2022: $9,656,8042022Assets 2023: $8,481,513Liabilities 2023: $0Net Assets 2023: $8,481,5132023Assets 2025: $9,239,602Liabilities 2025: $0Net Assets 2025: $9,239,6022025

Highlighted filing

2018

Assets$10,153,584
Liabilities$0
Net Assets$10,153,584
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2016: $571,241Expenses 2016: $825,825Net Income 2016: -$254,5842016Revenue 2017: $767,412Expenses 2017: $791,898Net Income 2017: -$24,4862017Revenue 2018: $2,130,930Expenses 2018: $793,785Net Income 2018: $1,337,1452018Revenue 2019: $812,019Expenses 2019: $663,967Net Income 2019: $148,0522019Revenue 2020: $728,256Expenses 2020: $752,661Net Income 2020: -$24,4052020Revenue 2022: $767,656Expenses 2022: $1,923,695Net Income 2022: -$1,156,0392022Revenue 2023: $802,522Expenses 2023: $1,977,813Net Income 2023: -$1,175,2912023Revenue 2025: $758,123Expenses 2025: $231,770Net Income 2025: $526,3532025

Highlighted filing

2018

Revenue$2,130,930
Expenses$793,785
Net Income$1,337,145
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK BLUHMSecretary-$0--
JENNIFER L SIPESDirector-$0--
REV ROBERT SWICKARDDirector-$0--
MICHAEL J METZGERPresident-$0--
JEFF HORNDirector-$0--
RICHARD J WILLIAMSTreasurer-$0--
JOHN INYARTVice President-$0--
CAROL ADAMSAsst. Sec/Treas-$0--
CHRIS THOMASONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charleston Area Charitable Foundation
EIN
37-1172293
Phone
2173452128
Address
6029 PARK DRIVE PO BOX 677, CHARLESTON, IL 61920

Signing Officer

Name
Michael J Metzger
Title
President
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Gilbert Metzger & Madigan LLP
Address
6029 Park Drive Ste A, Charleston, IL 61920
Preparer
Michael J Metzger
Phone
2173452128
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BARON SELECT FUNDS PARTNERS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PRINCIPAL INV FUND REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AMERICAN FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8JANUS INVT TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9OPPENHEIMER DEV MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PRINCIPAL FUNDS, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11US BANCORP 5.15% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BB&T CORP 5.625% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ING GROUP NV 6.125% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14NEXTERA ENERGY 5.125% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15WELLS FARGO & CO 5.25% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GOLDMAN SACHS 5.95% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17JP MORGAN CHASE & CO PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18JP MORGAN 6.10% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19CHARLES SCHWAB 6% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20BANK AMER CORP 6% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21BARCLAYS BANK PLC 8.125% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ENTERGY AR 4.875% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23NEXTERA ENERGY 5.25% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24WELLS FARGO & CO 6% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25CAPITAL ONE FIN 5.2% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ENTERGY NOLA 5.5% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27GEORGIA POWER 5.% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28KKR & CO 6.5% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29METLIFE INC 5.625% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0210605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1186161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2622076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3392429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4619539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5122313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6314344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7352361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8175908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt948249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10457716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11104186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12208435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13203090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14112278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1599200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16193140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17156600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18105440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19207494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20146365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21156201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22122200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2352417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24146487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25145904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26102718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27146272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28204148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29101800
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0430394
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0653601
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01084003
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01084003
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01602
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03548
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05150
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0430402
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0653601
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0746206
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0746206
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01046927
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0430394
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0430394
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0430394
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01337145
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02772928
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0653601
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01047507
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt031740
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt031740
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0430402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0747833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt036496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0793785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01084003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02130930
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01627
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt036496
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt047579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72005-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82005-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92007-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142005-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152009-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182005-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192005-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202009-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232009-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262006-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272012-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1333541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2318215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt399918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt618170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt813697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt937068

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,153,584
Liabilities
$0
Net assets
$10,153,584
Revenue
$2,130,930
Expenses
$793,785
Net income
$1,337,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$0.76$0.23$0.53
2023Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.80$1.98$1.18
2022Detailed filing. Detailed filing data is available for this year.$9.66$0.00$9.66$0.77$1.92$1.16
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.73$0.75$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.81$0.66$0.15
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$2.13$0.79$1.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$0.77$0.79$0.02
2016Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.57$0.83$0.25