Civic Intelligence

Chess Lupton Trust

990PF • Fiscal year 2019 • EIN 37-6127169

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 02, 2020

Organization Profile
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

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$14,834

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.7%

Faster asset growth than 37% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-6.2%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,709,994

Down $11,231 (-0.7%) from 2018

Net Assets

Down

$1,709,994

Down $11,231 (-0.7%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin23rd percentile

Revenue

Down

$99,154

Down $6,583 (-6.2%) from 2018

Expenses

Down

$111,153

Down $346,352 (-76%) from 2018

Net Income

Up

-$11,999

Up $339,769 (+97%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2019

Assets$1,709,994
Liabilities$1
Net Assets$1,709,994
Open 2019 Filing

Operations Trend

Revenue Growth30th percentile

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

2019

Revenue$99,154
Expenses$111,153
Net Income-$11,999
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 2, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY BANKTrusteePT$14,834-$14,834
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
2020-06-02
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TYSON FOODS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VALERO ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VIACOMCBS INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WALT DISNEY
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt037381
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt038497
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0324872
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0333661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt216286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt315506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt628823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt714395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt819683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt910766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1012843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1242125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1335274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1412074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1530833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1618278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1712127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1849053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt199811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2010712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt219518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2210160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN CENTURY MID CAP VALUE FUND Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AQR FUNDS EMERGING MULTI-STYLE R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AQR FUNDS TM EMERGING MULTI-STYLE FUND CLASS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLACKROCK ISHARES RUSSELL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BRISTOL MYERS SQUIBB COMPANY CONTNGNT VAL RT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BROOKFIELD GLB LISTD REAL ESTATE Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7COHEN & STEERS GLB INFR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CONGRESS MID CAP GROWTH INSTL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DFA EMERGING MARKETS SMALL CAP PORTFOLIO INSTITUTIONAL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11DFA INTERNATIONAL CORE EQUITY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DFA LARGE CAP INTERNATIONAL PORTFOLIO INSTL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND CLASS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FIDELITY EMERGING MARKETS INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FIDELITY INVESTMENTS TOTAL INTERNATIONAL INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GMO INT'L OPP EQUITY ALLOC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GMO TRUST TAX-MANAGED INTERNATIONAL EQUITIES FUND CLASS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GOLDMAN SACHS EM DEBT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19LSV SMALL CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND INVESTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD INTL EXPLORER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22WILLIAM BLAIR EMERGING MRKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt011865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt219842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt317517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt410769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt629780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt717080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt830711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt912329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1013918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1250231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1334992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1413940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1536127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1621297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1714443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1849348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt199218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2012569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2111540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2212219
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt043371
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03081
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt043016
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt063
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt089531
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt089531
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03081
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt014834
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt014834
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt073820
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt073820
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt042533
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt043371
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11999
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt052639
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt052639
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0185213
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03081
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt083152
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt043016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014568
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014603
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0596
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03796
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt092789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0111153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt098316
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt099154
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018969
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015164
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1167446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-64
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-64
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21813

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,709,994
Liabilities
$1
Net assets
$1,709,994
Revenue
$99,154
Expenses
$111,153
Net income
-$11,999
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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