Civic Intelligence

Duffy Foundation

990PF • Fiscal year 2013 • EIN 38-2908719

Jan 01, 2013 to Dec 31, 2013 • Filed on May 02, 2014

Organization Profile
101 N Main Street 7th FloorAnn Arbor, MI 48104

(734) 663-2445

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

7th percentile

-61%

Higher net margin than 7% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

15th percentile

-4.6%

Faster asset growth than 15% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

89th percentile

101%

Faster revenue growth than 89% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$23,237,880

Down $1,110,604 (-4.6%) from 2012

Net Assets

$23,237,880

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2012

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin7th percentile

Revenue

Up

$1,807,872

Up $907,282 (+101%) from 2012

Expenses

Down

$2,918,476

Down $238,192 (-7.5%) from 2012

Net Income

Up

-$1,110,604

Up $1,145,474 (+51%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$30M$20M$10M$0Assets 2010: $28,478,470Liabilities 2010: $0Net Assets 2010: $28,478,4702010Assets 2011: $26,604,562Liabilities 2011: $0Net Assets 2011: $26,604,5622011Assets 2012: $24,348,484Liabilities 2012: $12012Assets 2013: $23,237,880Liabilities 2013: $1Net Assets 2013: $23,237,8802013Assets 2014: $22,403,646Liabilities 2014: $1Net Assets 2014: $22,403,6462014Assets 2015: $22,362,324Liabilities 2015: $1Net Assets 2015: $22,362,3242015Assets 2016: $20,724,257Liabilities 2016: $0Net Assets 2016: $20,724,2572016Assets 2017: $20,579,936Liabilities 2017: $0Net Assets 2017: $20,579,9362017Assets 2018: $21,005,580Liabilities 2018: $0Net Assets 2018: $21,005,5802018Assets 2019: $20,354,090Liabilities 2019: $1Net Assets 2019: $20,354,0902019Assets 2020: $17,467,065Liabilities 2020: $1Net Assets 2020: $17,467,0652020Assets 2021: $18,507,347Liabilities 2021: $1Net Assets 2021: $18,507,3472021Assets 2022: $15,108,561Liabilities 2022: $1Net Assets 2022: $15,108,5612022Assets 2023: $12,048,474Liabilities 2023: $1Net Assets 2023: $12,048,4742023Assets 2024: $7,398,513Liabilities 2024: $0Net Assets 2024: $7,398,5132024

Highlighted filing

2013

Assets$23,237,880
Liabilities$1
Net Assets$23,237,880
Open 2013 Filing

Operations Trend

Revenue Growth89th percentile

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

$20M$10M$0-$10MExpenses 2010: $2,563,6452010Expenses 2011: $3,007,0282011Revenue 2012: $900,590Expenses 2012: $3,156,668Net Income 2012: -$2,256,0782012Revenue 2013: $1,807,872Expenses 2013: $2,918,476Net Income 2013: -$1,110,6042013Revenue 2014: $2,272,023Expenses 2014: $3,106,257Net Income 2014: -$834,2342014Revenue 2015: $3,423,360Expenses 2015: $3,464,682Net Income 2015: -$41,3222015Revenue 2016: $3,117,581Expenses 2016: $4,755,648Net Income 2016: -$1,638,0672016Revenue 2017: $4,746,529Expenses 2017: $4,890,850Net Income 2017: -$144,3212017Revenue 2018: $5,441,238Expenses 2018: $5,015,594Net Income 2018: $425,6442018Revenue 2019: $4,691,815Expenses 2019: $5,343,305Net Income 2019: -$651,4902019Revenue 2020: $3,341,029Expenses 2020: $6,228,054Net Income 2020: -$2,887,0252020Revenue 2021: $7,446,512Expenses 2021: $6,406,230Net Income 2021: $1,040,2822021Revenue 2022: $5,618,962Expenses 2022: $9,017,748Net Income 2022: -$3,398,7862022Revenue 2023: $4,688,313Expenses 2023: $7,748,400Net Income 2023: -$3,060,0872023Revenue 2024: $13,739,879Expenses 2024: $18,389,840Net Income 2024: -$4,649,9612024

Highlighted filing

2013

Revenue$1,807,872
Expenses$2,918,476
Net Income-$1,110,604
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 2, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA HOLMESPres & Treas-$0--
KATHRYN HOLMESV. President-$0--
CHRISTINE HOLMESV. President-$0--
ERIK SERRSecretary-$0--
ANDREA HOLMESDirector-$0--
KATHRYN HOLMESDirector-$0--
CHRISTINE HOLMESDirector-$0--
Filing and Contact Details

Filer

EIN
38-2908719
Phone
7346632445

Signing Officer

Name
Erik Serr
Title
Authorized Agent
Phone
7346632445
Signed
2014-05-02

Preparer

Preparer
Robert M Smith
Phone
5177898900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HERSHEY FOODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HSBC HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17INTL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JOHNSON & JOHNSON NET OF OPTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JOHNSON CONTROLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22KELLOGG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23KRAFT FOODS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MCGRAW HILL NET OF OPTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MICROSOFT NET OF OPTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MOODYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MYLAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PEPSICO NET OF OPTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PROCTOR & GAMBLE CO NET OF OPTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32RAYTHEON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ROCKWELL COLLINS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SPDR S&P 500 TRUST ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TCF FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37TYSON FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VODAFONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VANGUARD ENERGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WELLS FARGO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ZIMMER HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm453 M CO NET OF OPTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CAPITAL WORLD GRWTH MUTUAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FUND INVS INC CL A MUTUAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GROWTH FD OF AMERICA MUTUAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VARIOUS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ADP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CHEVRON TEXACO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58DANAHER CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60FRANKLIN RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61GENERAL DYNAMICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GOOGLE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ISHARES INC MSCI PAC EX-JAPAN FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ISHARES INC MSCI CDA INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ISHARES INC FTSE CHINA 25 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ISHARES INC MSCI EAFE IDX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ISHARES INC TR S&P SMALLCAP IDX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MARATHON OIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MICROCHIP TECHNOLOGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SPDR S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VANGUARD MSCI EMERGING MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89CONOCO PHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91HONEYWELL INTL PLC NET OF OPTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ALERIAN MLP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99EXPRESS SCRIPTS HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102MONDELEZ INTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104VANGUARD INFORMATION NET OF OPTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105BLACKROCK ENHANCED EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107QUA;COMM INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01151777
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0655997
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt094
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt04
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01807868
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01807872
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08185
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08185
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0655997
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02781000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02781000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01138193
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01151777
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1110604
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02679692
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt098
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt056403
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt056403
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0655997
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01686328
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt036564
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt036564
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06079
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt035599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02781000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0107956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02918476
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01794284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01807872
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0107956
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0137476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12007-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32001-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52001-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72001-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92001-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101991-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142006-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152001-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172001-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182001-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192001-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt201990-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212001-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt212018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt342690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43224

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,237,880
Liabilities
$1
Net assets
$23,237,880
Revenue
$1,807,872
Expenses
$2,918,476
Net income
-$1,110,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$13.7$18.4$4.65
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$4.69$7.75$3.06
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$5.62$9.02$3.40
2021Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$7.45$6.41$1.04
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$3.34$6.23$2.89
2019Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$4.69$5.34$0.65
2018Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$5.44$5.02$0.43
2017Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$4.75$4.89$0.14
2016Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$3.12$4.76$1.64
2015Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$3.42$3.46$0.04
2014Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$2.27$3.11$0.83
2013Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$1.81$2.92$1.11
2012Summary only. Only limited summary data is available for this year.$24.3$0.00$0.90$3.16$2.26
2011Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$3.01
2010Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.56