Civic Intelligence

John C Hendry Foundation

990PF • Fiscal year 2013 • EIN 38-3246883

Jan 01, 2013 to Dec 31, 2013 • Filed on May 06, 2014

Organization Profile
24800 Denso DriveRoom/Suite 260Bloomfld Hls, MI 48033-7449

(248) 353-1530

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

87th percentile

49%

Higher net margin than 87% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

71st percentile

9.1%

Faster asset growth than 71% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,371,632

Up $114,039 (+9.1%) from 2012

Net Assets

Up

$1,371,632

Up $114,039 (+9.1%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin87th percentile

Revenue

$234,110

No earlier filing loaded for comparison.

Expenses

Down

$120,071

Down $1,028 (-0.8%) from 2012

Net Income

$114,039

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,342,654Liabilities 2011: $0Net Assets 2011: $1,342,6542011Assets 2012: $1,257,593Liabilities 2012: $0Net Assets 2012: $1,257,5932012Assets 2013: $1,371,632Liabilities 2013: $1Net Assets 2013: $1,371,6322013Assets 2014: $1,357,223Liabilities 2014: $12014Assets 2015: $1,251,509Liabilities 2015: $1Net Assets 2015: $1,251,5092015Assets 2016: $1,198,649Liabilities 2016: $0Net Assets 2016: $1,198,6492016Assets 2017: $1,171,837Liabilities 2017: $0Net Assets 2017: $1,171,8372017Assets 2018: $1,136,795Liabilities 2018: $0Net Assets 2018: $1,136,7952018Assets 2019: $1,108,698Liabilities 2019: $1Net Assets 2019: $1,108,6982019Assets 2020: $1,061,576Liabilities 2020: $1Net Assets 2020: $1,061,5762020Assets 2021: $1,059,056Liabilities 2021: $12021Assets 2022: $1,017,692Liabilities 2022: $1Net Assets 2022: $1,017,6922022Assets 2023: $970,698Liabilities 2023: $12023

Highlighted filing

2013

Assets$1,371,632
Liabilities$1
Net Assets$1,371,632
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $102,5662011Expenses 2012: $121,0992012Revenue 2013: $234,110Expenses 2013: $120,071Net Income 2013: $114,0392013Revenue 2014: $94,921Expenses 2014: $109,330Net Income 2014: -$14,4092014Revenue 2015: -$11,563Expenses 2015: $94,151Net Income 2015: -$105,7142015Revenue 2016: $34,722Expenses 2016: $87,582Net Income 2016: -$52,8602016Revenue 2017: $68,642Expenses 2017: $95,454Net Income 2017: -$26,8122017Revenue 2018: $66,214Expenses 2018: $101,256Net Income 2018: -$35,0422018Revenue 2019: $54,791Expenses 2019: $82,888Net Income 2019: -$28,0972019Revenue 2020: $44,043Expenses 2020: $91,165Net Income 2020: -$47,1222020Revenue 2021: $103,633Expenses 2021: $106,153Net Income 2021: -$2,5202021Revenue 2022: $55,631Expenses 2022: $96,995Net Income 2022: -$41,3642022Revenue 2023: $44,577Expenses 2023: $91,571Net Income 2023: -$46,9942023

Highlighted filing

2013

Revenue$234,110
Expenses$120,071
Net Income$114,039
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN G GIBBONSPresident-$0--
KEVIN J PETRASV.P./Treas-$0--
GERALYN VANZUTPHENDirector-$0--
Filing and Contact Details

Filer

EIN
38-3246883
Phone
2483531530

Signing Officer

Name
Kevin J Petras
Title
Trustee
Phone
2483531530
Signed
2014-05-06
Discuss with paid preparer
Yes

Preparer

Preparer
Kevin J Petras
Phone
2483531530
Raw XML AppendixShowing 400 of 816 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.

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CompensationExplanation/CompensationExplanationGrp/PersonNm0JOHN G GIBBONS
CompensationExplanation/CompensationExplanationGrp/PersonNm1KEVIN J PETRAS
CompensationExplanation/CompensationExplanationGrp/PersonNm2GERALYN VANZUTPHEN
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292013-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt07458
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt114263
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31022
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43917
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt550
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt660
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt730
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8223
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt910390
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-16277
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-15
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1219098
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13-877
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14119
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1546025
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1655419
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt172072
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-10614
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt195427
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt204414
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt211242
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22405
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-1027
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2430809
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt252233
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26-38485
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt275728
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-314
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29-457
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt302167
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31-352
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32-2323
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3310737
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3413143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0356042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1134785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2148189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3141516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4278879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5133796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6133828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0352238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1133800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2149653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3142950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4285657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5137596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6134486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS-700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AEGON NV-2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN EXPRESS CREDIT CORP NTS-55
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AVE MARIA BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AVE MARIA CATHOLIC VALUES FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AVE MARIA GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AVE MARIA OPPORTUNITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AVE MARIA RISING DIVIDEND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AVE MARIA WORLD EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AXA EQUITABLE LIFE INS COMPANY-800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK OF AMERICA CORP-600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BMW BANK NA UTAH CD-60000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COCA COLA CO-800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DOW CHEMICAL CO INTRNTS NTS-45000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EAGLE ROCK ENERGY PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ENTERPRISE PRODUCTS PARTNERS LP MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EXXON MOBIL CORP-1186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17GENERAL ELECTRIC CO.-1512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18GENERAL ELECTRIC CO. NOTES-50000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GENWORTH FINANCIAL INC OBP NTS-50000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HARTFORD FINANCIAL SERVICES NTS-4500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HSBC FIN CORP INTERNOTES-100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JP MORGAN CHASE & CO. NTS-60000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24KINDER MORGAN ENERGY PARTNERS MLP-50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25LEGACY RESERVES LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26LEHMAN BROS HOLDINGS-50000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27LINN ENERGY LLC MLP-400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MERRILL LYNCH & CO INC NTS-50000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MERRILL LYNCH PFD CAPITAL TRUST-2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ML CAPITAL PFD CAP TRUST IV-2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PLAINS ALL AMERICAN PIPELINE LP MLP-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PFIZER INC-1200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34REGENCY ENERGY PARTNERS LP MLP-600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SCHWARTZ VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt044597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MONEY MARKET FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt044597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt017503
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0196698
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt023236
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ANNUITY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2ENTERPRISE PRODUCTS PARTNER
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3KINDER MORGAN ENERGY PARTNE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4LINN ENERGY, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5PLAINS ALL AMERICAN PIPELIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6REGENCY ENERGY PARTNERS LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7EAGLE ROCK ENERGY PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8LEGACY RESERVES LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03450
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt15400
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-1857
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-2831
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-2366
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5-48
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt6-3777
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt7-460
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt8-838
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd614
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd714
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd814
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037412
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0196698
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0234110
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt015220
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015220
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031143
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt066000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt066000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt017503
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017503
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0114039
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01406321
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt023236
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt023236
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0196698
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027367
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-3327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt029000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038556
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt071000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0120071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt071882
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0234110
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031143
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0114039
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01371632
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01257593
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01371632
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt067864
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt067864
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt067864
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt068138
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0274
IRS990PF/DistributableAmountGrp/TotalTaxAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0546
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0546
IRS990PF/FMVAssetsEOYAmt01380977
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01257593
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01371632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01174024
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01327035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01336380

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Filings

Displayed year

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

Open filing
Assets
$1,371,632
Liabilities
$1
Net assets
$1,371,632
Revenue
$234,110
Expenses
$120,071
Net income
$114,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.04$0.09$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.06$0.10$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$0.10$0.11$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.09$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.10$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.07$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.09$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.01$0.09$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$0.09$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.23$0.12$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10