Civic Intelligence

Charles Stewart Harding Foundation

990PF • Fiscal year 2013 • EIN 38-6081208

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 12, 2014

Organization Profile
111 East Court Street No 3DFlint, MI 48502-1649
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.04x

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

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

Net Margin

70th percentile

16%

Higher net margin than 70% 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

39th percentile

0.9%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

27th percentile

-4.9%

Faster revenue growth than 27% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$11,040,013

Up $94,836 (+0.9%) from 2012

Net Assets

Up

$11,012,715

Up $123,375 (+1.1%) from 2012

Liabilities

Down

$27,298

Down $28,539 (-51%) from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin70th percentile

Revenue

$751,399

No earlier filing loaded for comparison.

Expenses

Down

$628,024

Down $12,989 (-2.0%) from 2012

Net Income

$123,375

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $11,022,157Liabilities 2011: $105,5382011Assets 2012: $10,945,177Liabilities 2012: $55,837Net Assets 2012: $10,889,3402012Assets 2013: $11,040,013Liabilities 2013: $27,298Net Assets 2013: $11,012,7152013Assets 2014: $11,161,701Liabilities 2014: $6,504Net Assets 2014: $11,155,1972014Assets 2015: $11,421,361Liabilities 2015: $49,504Net Assets 2015: $11,371,8572015Assets 2016: $10,975,982Liabilities 2016: $29,904Net Assets 2016: $10,946,0782016Assets 2017: $10,902,674Liabilities 2017: $56,370Net Assets 2017: $10,846,3042017Assets 2018: $13,608,154Liabilities 2018: $63,400Net Assets 2018: $13,544,7542018Assets 2019: $13,591,754Liabilities 2019: $55,304Net Assets 2019: $13,536,4502019Assets 2020: $12,507,804Liabilities 2020: $55,304Net Assets 2020: $12,452,5002020Assets 2021: $16,557,837Liabilities 2021: $55,304Net Assets 2021: $16,502,5332021Assets 2022: $14,496,171Liabilities 2022: $55,304Net Assets 2022: $14,440,8672022Assets 2023: $15,126,509Liabilities 2023: $0Net Assets 2023: $15,126,5092023Assets 2024: $15,862,100Liabilities 2024: $1Net Assets 2024: $15,862,1002024Assets 2025: $16,414,856Liabilities 2025: $10,000Net Assets 2025: $16,404,8562025

Highlighted filing

2013

Assets$11,040,013
Liabilities$27,298
Net Assets$11,012,715
Open 2013 Filing

Operations Trend

Revenue Growth27th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $829,987Expenses 2011: $596,918Net Income 2011: $233,0692011Expenses 2012: $641,0132012Revenue 2013: $751,399Expenses 2013: $628,024Net Income 2013: $123,3752013Revenue 2014: $796,305Expenses 2014: $653,823Net Income 2014: $142,4822014Revenue 2015: $990,399Expenses 2015: $714,739Net Income 2015: $275,6602015Revenue 2016: $297,285Expenses 2016: $740,664Net Income 2016: -$443,3792016Revenue 2017: $603,639Expenses 2017: $703,413Net Income 2017: -$99,7742017Revenue 2018: $718,986Expenses 2018: $713,429Net Income 2018: $5,5572018Revenue 2019: $860,584Expenses 2019: $728,897Net Income 2019: $131,6872019Revenue 2020: $100,913Expenses 2020: $720,109Net Income 2020: -$619,1962020Revenue 2021: $100,464Expenses 2021: $694,593Net Income 2021: -$594,1292021Revenue 2022: $1,134,445Expenses 2022: $755,345Net Income 2022: $379,1002022Revenue 2023: $1,278,849Expenses 2023: $893,154Net Income 2023: $385,6952023Revenue 2024: $1,360,014Expenses 2024: $913,519Net Income 2024: $446,4952024Revenue 2025: $817,379Expenses 2025: $975,668Net Income 2025: -$158,2892025

Highlighted filing

2013

Revenue$751,399
Expenses$628,024
Net Income$123,375
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 12, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAIRE MOTT WHITEPresident & Trustee-$0--
C EDWARD WHITE JRSecretary & Asst Treasurer-$0--
WILLIAM S WHITETreasurer, V.P. & Trustee-$0--
PAULA M TURRENTINETrustee-$0--
TIFFANY W LOVETTTrustee-$0--
RIDGWAY H WHITETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHILLSDALE COLLEGEGENERAL OPERATINGPUBLIC CHARITYHILLSDALE, MI, US$250,000
Paid GrantFLINT INSTITUTE OF ARTSGENERAL OPERATINGPUBLIC CHARITYFLINT, MI, US$151,000
Paid GrantFLINT CULTURAL CENTER CORPORATIONGENERAL OPERATINGPUBLIC CHARITYFLINT, MI, US$50,000
Paid GrantFLINT INSTITUTE OF MUSICGENERAL OPERATINGPUBLIC CHARITYFLINT, MI, US$50,000
Paid GrantBIBLOS FOUNDATIONGENERAL OPERATINGPUBLIC CHARITYBALLWIN, MO, US$32,000
Paid GrantYWCA OF GREATER FLINTGENERAL OPERATINGPUBLIC CHARITYFLINT, MI, US$11,000
Paid GrantALFRED PSLOAN MUSEUMGENERAL OPERATINGPUBLIC CHARITYFLINT, MI, US$5,000
Paid GrantFLINT YOUTH THEATREGENERAL OPERATINGPUBLIC CHARITYFLINT, MI, US$5,000
Paid GrantGREATER FLINT ARTS COUNCILGENERAL OPERATINGPUBLIC CHARITYFLINT, MI, US$5,000
Paid GrantROBERT T LONGWAY PLANETARIUMGENERAL OPERATINGPUBLIC CHARITYFLINT, MI, US$5,000
Paid GrantWHALEY CHILDREN'S CENTERGENERAL OPERATINGPUBLIC CHARITYFLINT, MI, US$1,000
Filing and Contact Details

Filer

EIN
38-6081208
Raw XML AppendixShowing 400 of 2,513 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7513044
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7631880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AT&T INC., 1200.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AIR PRODUCTS AND CHEMICALS, INC., 550.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AMERICAN EXPRESS COMPANY, 1100.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AMERIPRISE FINANCIAL, INC., 1500.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ANADARKO PETROLEUM CORPORATION, 400.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5APACHE CORP PFD 6% CONV SER D, 800.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6AUTODESK, INC., 1300.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7BB&T CORPORATION, 2000.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BANK OF NEW YORK MELLON CORPORATION, 3000.00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9BARRICK GOLD CORPORATION, 1700.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10CENTURYLINK, INC, 1200.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CISCO SYSTEMS, INC., 2400.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12COACH, INC., 400.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13COCA-COLA COMPANY (THE), 1500.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CONOCOPHILLIPS, 600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15DOW CHEMICAL COMPANY (THE), 1300.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16E.I. DU PONT DE NEMOURS AND COMPANY, 950.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EMC CORPORATION, 1900.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EBAY INC., 800.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19FEDEX CORPORATION, 600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20FRANKLIN RESOURCES, INC., 600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21FREEPORT-MCMORAN COPPER & GOLD INC., 950.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22GENERAL ELECTRIC COMPANY, 3000.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23GENERAL MILLS, INC., 1000.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24HOME DEPOT, INC. (THE), 1000.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25INTEL CORPORATION, 2100.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26KELLOGG COMPANY, 500.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27KIMBERLY-CLARK CORPORATION, 1000.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28MASCO CORPORATION, 2800.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29MCDONALD'S CORPORATION, 600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30MICROSOFT CORPORATION, 4200.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31MONSANTO COMPANY, 1200.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MOSAIC COMPANY, 750.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33NEWFIELD EXPLORATION COMPANY, 1300.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34NORFOLK SOUTHERN CORPORATION, 700.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35PEABODY ENERGY CORPORATION, 1600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36PEPSICO, INC., 1400.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37PHILLIPS 66, 300.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38PROCTER & GAMBLE COMPANY, THE, 800.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39QUALCOMM INCORPORATED, 700.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40REGAL ENTERTAINMENT GROUP, 4200.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41SCHLUMBERGER LIMITED, 600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42STANLEY BLACK AND DECKER, INC., 600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43SUNCOR ENERGY INC., 1400.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44SYMANTEC CORPORATION, 4900.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45TARGET CORPORATION, 1100.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46UNILEVER N.V., 2400.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47UNITED PARCEL SERVICE, INC., 800.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48UNITED TECHNOLOGIES CORPORATION, 1000.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49VERIZON COMMUNICATIONS INC., 900.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50WASTE MANAGEMENT INC., 1600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51WESTERN UNION CO. (THE), 3200.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52YUM! BRANDS, INC., 450.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53WEATHERFORD INTERNATIONAL LTD., 2800.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54TRANSOCEAN LTD., 600.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55TYCO INTERNATIONAL LTD., 900.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56DREYFUS TOTAL EMERGING MARKETS CL I, 54454.3359 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57HANSBERGER INSTL. EMERGING MARKETS FUND, 36520.61 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58WORLD ASSET MGMT INTERNATIONAL FUND, 39177.74 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59TEMPLETON INSTL. FOREIGN EQUITY FUND, 35793.455 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60VANGUARD ADM EMERGING MKTS INDEX FD, 13050.06
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61MFO - NORTHPOINTE FUND B, 537133.5892084 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62MFO - WESTFIELD FUND B, 29511.9889929 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63MFO - TOWLE FUND, 183159.7814715 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64VANGUARD INTL EQUITY EMERGING MKTS INDEX FD, 18494.947 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65VANGUARD INDEX FDS 500 ADM 5042.371
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66JPMORGAN CHASE & CO 950.00 SHS.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67JONES LANG LASALLE INC COM 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68LOWES COS INC COM 1000.00 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69GOLDMAN SACHS GROUP INC 100.00 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70DISNEY (WALT) CO COM STK 250.00 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71DARDEN RESTAURANTS INC 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72COGNIZANT TECHNOLOGY SOLUTIONS CL A 650 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73BLACKROCK INC 250.00 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74APPLE INC 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75AGRIUM INC 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76ADT CORP 800 SHS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0157189
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1486746
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2224190
InvestmentsOtherSchedule2/InvestmentsOther/BookValue342612
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0ARES CAPITAL CORPORATION, 2300.00 SHS.
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1STEELPATH MLP SELECT 40 CL A, 45624.457 SHS.
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2DRAPER FISHER JURVETSON GROWTH FUND LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3CROSSLINK VI VENTURE FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV039560
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1550687
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2416865
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV344760
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0309095
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0442242
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount062
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0751399
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0751399
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps05750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm021500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss027250
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0442242
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0565000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0565000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0309095
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0309095
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0123375
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice05638997
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm062
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss062
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0442242
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0703145
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm022371
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss022391
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm04383
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss013383
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0570770
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm048254
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0628024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0751399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0751399
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps05770
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm048254
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss063024
IRS990PF/BalanceSheets/AccountsPayableBOY012267
IRS990PF/BalanceSheets/CapitalStockBOY05045559
IRS990PF/BalanceSheets/CapitalStockEOY05045559
IRS990PF/BalanceSheets/CashBOY05602
IRS990PF/BalanceSheets/CashEOY05581
IRS990PF/BalanceSheets/CashEOYFMV05581
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY02924241
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY03109617
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV03167805
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY06983265
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY06276770
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV07545620
IRS990PF/BalanceSheets/InvestmentsOtherBOY0677183
IRS990PF/BalanceSheets/InvestmentsOtherEOY0910737
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01051872
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY043570
IRS990PF/BalanceSheets/OtherLiabilitiesEOY027298
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY05843781
IRS990PF/BalanceSheets/RetainedEarningsEOY05967156
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0354886
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0737308
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0737308
IRS990PF/BalanceSheets/TotalAssetsBOY010945177
IRS990PF/BalanceSheets/TotalAssetsEOY011040013
IRS990PF/BalanceSheets/TotalAssetsEOYFMV012508186
IRS990PF/BalanceSheets/TotalLiabilitiesBOY055837
IRS990PF/BalanceSheets/TotalLiabilitiesEOY027298
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY010945177
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY011040013
IRS990PF/BalanceSheets/TotalNetAssetsBOY010889340
IRS990PF/BalanceSheets/TotalNetAssetsEOY011012715
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0442242
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0868011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1179922
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis279425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3234476
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis482665
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5161114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis61046
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis73679
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis83553
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis93605
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis103772
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis113846
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1214509
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis133968
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis143611
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis153225
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis163420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis173552
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis183770
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis194018
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis203563
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis211522
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis229257
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis232380
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis242784
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis253956
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis26466800
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2718189
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis282820
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis291683
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis304447
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis312678
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis372887
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis382668
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis392424
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis402567
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis412677
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis425170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis437654
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis44138
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis455745
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis462674
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis47126515
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis482667
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis492260
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis50792
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis512187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis522154
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis532246
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis54140988
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis557405
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis567754
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis573315
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis583328

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,040,013
Liabilities
$27,298
Net assets
$11,012,715
Revenue
$751,399
Expenses
$628,024
Net income
$123,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.4$0.01$16.4$0.82$0.98$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.00$15.9$1.36$0.91$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$1.28$0.89$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.06$14.4$1.13$0.76$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.06$16.5$0.10$0.69$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.06$12.5$0.10$0.72$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.06$13.5$0.86$0.73$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.06$13.5$0.72$0.71$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.06$10.8$0.60$0.70$0.10
2016Detailed filing. Detailed filing data is available for this year.$11.0$0.03$10.9$0.30$0.74$0.44
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.05$11.4$0.99$0.71$0.28
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.01$11.2$0.80$0.65$0.14
2013Detailed filing. Detailed filing data is available for this year.$11.0$0.03$11.0$0.75$0.63$0.12
2012Detailed filing. Detailed filing data is available for this year.$10.9$0.06$10.9$0.64
2011Summary only. Only limited summary data is available for this year.$11.0$0.11$0.83$0.60$0.23