Civic Intelligence

Chess Lupton Trust

990PF • Fiscal year 2017 • EIN 37-6127169

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

130 N Water StreetDecatur, IL 62523

(217) 425-8285

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$11,975

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

98th percentile

168%

Faster asset growth than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

929%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,068,938

Up $1,297,645 (+168%) from 2016

Net Assets

Up

$2,068,938

Up $1,297,645 (+168%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,285,397

Up $1,160,441 (+929%) from 2016

Expenses

Down

$218,859

Down $12,601 (-5.4%) from 2016

Net Income

Up

$1,066,538

Up $1,173,042 (+1101%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,162,732Liabilities 2011: $0Net Assets 2011: $1,162,7322011Assets 2012: $1,181,089Liabilities 2012: $02012Assets 2013: $1,070,241Liabilities 2013: $1Net Assets 2013: $1,070,2412013Assets 2014: $1,111,103Liabilities 2014: $1Net Assets 2014: $1,111,1032014Assets 2015: $878,378Liabilities 2015: $02015Assets 2016: $771,293Liabilities 2016: $0Net Assets 2016: $771,2932016Assets 2017: $2,068,938Liabilities 2017: $0Net Assets 2017: $2,068,9382017Assets 2018: $1,721,225Liabilities 2018: $0Net Assets 2018: $1,721,2252018Assets 2019: $1,709,994Liabilities 2019: $1Net Assets 2019: $1,709,9942019Assets 2020: $1,620,702Liabilities 2020: $1Net Assets 2020: $1,620,7022020Assets 2021: $1,647,797Liabilities 2021: $1Net Assets 2021: $1,647,7972021Assets 2022: $1,547,376Liabilities 2022: $1Net Assets 2022: $1,547,3762022Assets 2023: $1,463,260Liabilities 2023: $1Net Assets 2023: $1,463,2602023Assets 2024: $1,531,844Liabilities 2024: $0Net Assets 2024: $1,531,8442024

Highlighted filing

2017

Assets$2,068,938
Liabilities$0
Net Assets$2,068,938

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $183,1392011Revenue 2012: $118,807Expenses 2012: $100,450Net Income 2012: $18,3572012Revenue 2013: $193,147Expenses 2013: $303,995Net Income 2013: -$110,8482013Revenue 2014: $203,567Expenses 2014: $162,705Net Income 2014: $40,8622014Revenue 2015: $118,503Expenses 2015: $351,228Net Income 2015: -$232,7252015Revenue 2016: $124,956Expenses 2016: $231,460Net Income 2016: -$106,5042016Revenue 2017: $1,285,397Expenses 2017: $218,859Net Income 2017: $1,066,5382017Revenue 2018: $105,737Expenses 2018: $457,505Net Income 2018: -$351,7682018Revenue 2019: $99,154Expenses 2019: $111,153Net Income 2019: -$11,9992019Revenue 2020: $93,069Expenses 2020: $182,961Net Income 2020: -$89,8922020Revenue 2021: $154,440Expenses 2021: $127,267Net Income 2021: $27,1732021Revenue 2022: $125,110Expenses 2022: $226,165Net Income 2022: -$101,0552022Revenue 2023: $140,821Expenses 2023: $224,902Net Income 2023: -$84,0812023Revenue 2024: $344,969Expenses 2024: $289,966Net Income 2024: $55,0032024

Highlighted filing

2017

Revenue$1,285,397
Expenses$218,859
Net Income$1,066,538
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY BANKTrusteePT$11,975-$11,975
Filing and Contact Details

Filer

Filer Name
Chess Lupton Trust
EIN
37-6127169
Phone
2174258285
Address
130 N WATER STREET, DECATUR, IL 62523

Signing Officer

Name
Douglas Lee
Title
Trust Officer
Phone
2174258285
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
132 S WATER STREET SUITE 300, DECATUR, IL 62523
Preparer
David W White
Phone
2174236000
Raw XML AppendixShowing 400 of 717 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02855
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02855
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CAMPBELL SOUP CO 4.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CITIGROUP INC SR GLBL NT 3.7%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GOLDMAN SACHS GROUP INC 5.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JPMORGAN CHASE & CO 6.0%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MORGAN STANLEY 3.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5NORTHROP GRUMMAN CORP SR GLBL NT 1.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6WACHOVIA CORP GLOBAL MTN NT 5.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7LOCKHEED MARTIN CORP SR NT 4.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8ADOBE SYS INC NT 4.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9FORD MOTOR CREDIT CO LLC SR NT 2.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10KINDER MORGAN INC 3.05%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11ENBRIDGE ENERGY PARTNERS LP SR NT 5.2%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12CAPITAL ONE FINANCIAL CORP SR NT 4.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13INVESCO FIN PLC SR NT 3.125%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14DISCOVER SR GLBL NT 4.2%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15ENERGY TRANSFER PARTNERS 4.05%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16DISCOVERY COMMUNICATIONS LLC SR GLBL NT 4.9%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17TIME WARNER INC SR GLBL NT 3.8%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18EBAY INC SR GLBL NT 3.6%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19CAPITAL ONE BK USA ASSN GLEN ALLEN VA 1.75%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20GOLDMAN SACHS BK USA NEW YORK 2.05%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt020760
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125958
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt227183
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325281
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt426313
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt524943
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt625270
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt725945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt826236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt930265
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1030373
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1136965
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1226868
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1330639
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1437055
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1530329
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1631931
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1730088
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1829916
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1930000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2060000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt020488
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt125738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt227095
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt325035
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt426102
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt524983
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt625078
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt725951
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt826253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt930177
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1030263
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1136835
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1226712
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1330359
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1436754
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1529978
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1632004
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1729972
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1829738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1929873
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2059801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt510700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt156737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt183415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt193806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt201811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt226429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt253987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt268197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt272076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt283307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt303932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt337361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt343874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt353704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt363405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt374305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt382406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt393175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt401671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt431548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt446482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt453886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt464021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt473431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt486272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt497738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt503434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt514770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt525079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt533024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt544080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt554635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt562382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt573071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt581977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt596241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt605188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt625733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt633420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt643055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt652337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt661596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt672343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt683661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt516246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt132482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt146775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1510058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt162754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt173400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt184069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt202242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt234833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt245752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt255653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2611976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt273816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt283751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt294515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt305390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt317675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt325578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt338912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt345072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt354959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt363943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt375122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt382613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt393476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt402177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt414126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt422298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt431560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt447093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt455806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt466067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt474020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt488325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4910801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt503823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt515218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt526195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt534722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt544532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt555285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt562901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt573729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt582111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt596995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt606319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt625660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt633743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt643060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt652210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt661766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt672305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt684192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE COMPUTER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CISCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COGNIZANT TECHNOLOGY SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CROWN CASTLE INTL CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DANAHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EOG RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FISERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FORTIVE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18GENERAL DYNAMICS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GENTEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23LOWES COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MASTERCARD INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NUCOR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29OMNICOM GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35REGIONS FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ROBERT HALF INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SEALED AIR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40TORCHMARK CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42VALERO ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BERKSHIRE HATHAWAYS CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JP MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50BIOGEN IDEC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CELGENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52EXPRESS SCRIPTS HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53EXPIDITORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54EXELON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TARGET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56TWENTY-FIRST CENTY FOX INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TYSON FOODS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58BRIGHTHOUSE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SCHWAB (CHARLES) CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61BIOVERATIV INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GILEAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JOHNSON CONTROLS INTERNATIOAL PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PENTAIR PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LYONDELLBASELL INDUSTRIES N V SHS CLASS A
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt038493
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt038634
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0299552
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0295033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt045888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt135374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt219435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt317620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt419683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt541747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt649053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt78477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt811932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt942151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1027304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1130958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1273139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1335274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AQR EMERGING MULTI STYLE FD CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BROOKFIELD GLB LISTD REAL ESTATE Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3COHEN & STEERS GLB INFR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CONGRESS MID CAP GROWTH INSTL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GMO INT'L OPP EQUITY ALLOC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GOLDMAN SACHS EM DEBT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES RUSSELL 2000 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8LSV SMALL CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD INTL EXPLORER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DFA EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11WILLIAM BLAIR EMERGING MRKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DFA INTERNATIONAL CORE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND CLASS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt047310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt140760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt220636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt319457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt426098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt547574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt651295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt713112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt812610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt949741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1030928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1136248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1277778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1335239
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt025412
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01167991
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt070096
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0233
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01263732
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01263732
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02855
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02855
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01167991
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt011975
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011975
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0180778
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0180778
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024018
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025412
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01066538
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt091761
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt091761
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01510644
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01167991
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01261860
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt070096
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt021672
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021687
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0233
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0471
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0195623
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0218859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01284003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01285397
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022143
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31973-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt091351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1101725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3149575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31158425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31158425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt092168

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.34$0.29$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.14$0.22$0.08
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.55$0.00$1.55$0.13$0.23$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.15$0.13$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.09$0.18$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.10$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.11$0.46$0.35
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.29$0.22$1.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.12$0.23$0.11
2015Summary only. Only limited summary data is available for this year.$0.88$0.00$0.12$0.35$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.20$0.16$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.19$0.30$0.11
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.12$0.10$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.18