Civic Intelligence

Thomas a Plein Foundation Ltd.

990PF • Fiscal year 2013 • EIN 39-1558684

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile
3415 Commerce CTAppleton, WI 54911

(702) 492-1177

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

40th percentile

0.3%

Higher net margin than 40% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

33rd percentile

$1,500

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

39th percentile

0.0%

Faster asset growth than 39% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

78th percentile

35%

Faster revenue growth than 78% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$5,757,196

Up $1,050 (+0.0%) from 2012

Net Assets

$5,757,196

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin40th percentile

Revenue

Up

$405,553

Up $106,156 (+35%) from 2012

Expenses

Down

$404,503

Down $1,705 (-0.4%) from 2012

Net Income

Up

$1,050

Up $107,861 (+101%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$10M$5.0M$0Assets 2010: $5,900,364Liabilities 2010: $0Net Assets 2010: $5,900,3642010Assets 2011: $5,862,957Liabilities 2011: $12011Assets 2012: $5,756,146Liabilities 2012: $12012Assets 2013: $5,757,196Liabilities 2013: $1Net Assets 2013: $5,757,1962013Assets 2014: $6,084,604Liabilities 2014: $1Net Assets 2014: $6,084,6042014Assets 2015: $6,434,653Liabilities 2015: $1Net Assets 2015: $6,434,6532015Assets 2016: $6,214,812Liabilities 2016: $0Net Assets 2016: $6,214,8122016Assets 2017: $6,149,930Liabilities 2017: $0Net Assets 2017: $6,149,9302017Assets 2018: $5,952,848Liabilities 2018: $0Net Assets 2018: $5,952,8482018Assets 2019: $5,955,493Liabilities 2019: $1Net Assets 2019: $5,955,4932019Assets 2020: $5,939,413Liabilities 2020: $1Net Assets 2020: $5,939,4132020Assets 2021: $6,320,869Liabilities 2021: $1Net Assets 2021: $6,320,8692021Assets 2022: $6,012,413Liabilities 2022: $1Net Assets 2022: $6,012,4132022Assets 2023: $5,949,045Liabilities 2023: $1Net Assets 2023: $5,949,0452023Assets 2024: $8,742,695Liabilities 2024: $0Net Assets 2024: $8,742,6952024

Highlighted filing

2013

Assets$5,757,196
Liabilities$1
Net Assets$5,757,196
Open 2013 Filing

Operations Trend

Revenue Growth78th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $388,5142010Revenue 2011: $364,752Expenses 2011: $402,159Net Income 2011: -$37,4072011Revenue 2012: $299,397Expenses 2012: $406,208Net Income 2012: -$106,8112012Revenue 2013: $405,553Expenses 2013: $404,503Net Income 2013: $1,0502013Revenue 2014: $845,371Expenses 2014: $517,963Net Income 2014: $327,4082014Revenue 2015: $849,769Expenses 2015: $499,720Net Income 2015: $350,0492015Revenue 2016: $249,171Expenses 2016: $469,012Net Income 2016: -$219,8412016Revenue 2017: $410,485Expenses 2017: $475,367Net Income 2017: -$64,8822017Revenue 2018: $303,928Expenses 2018: $501,010Net Income 2018: -$197,0822018Revenue 2019: $516,817Expenses 2019: $514,172Net Income 2019: $2,6452019Revenue 2020: $488,957Expenses 2020: $505,037Net Income 2020: -$16,0802020Revenue 2021: $874,490Expenses 2021: $493,034Net Income 2021: $381,4562021Revenue 2022: $219,141Expenses 2022: $527,597Net Income 2022: -$308,4562022Revenue 2023: $461,659Expenses 2023: $525,027Net Income 2023: -$63,3682023Revenue 2024: $3,419,711Expenses 2024: $626,061Net Income 2024: $2,793,6502024

Highlighted filing

2013

Revenue$405,553
Expenses$404,503
Net Income$1,050
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON W KETTERExecutive Vice President-$1,500-$1,500
JIM PAULSENDirector-$1,500-$1,500
STEVE PLEINDirector-$1,500-$1,500
H MATTHEW FRAZIERPresident-$1,000-$1,000
Filing and Contact Details

Filer

EIN
39-1558684
Phone
7024921177

Signing Officer

Name
H Matthew Frazier
Title
President
Phone
7024921177
Signed
2014-05-12

Preparer

Preparer
Buchberger Merrick Hollmann CPA's
Phone
9207313190
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CHESAPEAKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56POTASH CORP OF SASKATCHEWAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SPDR GOLD TRUST ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VANGUARD INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60YUM BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0254803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1129928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2173413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt368901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt435350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt525961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt625555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HARBOR INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LIMITED PARTNERSHIP INTERESTES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EUROPACIFIC GROWTH FD CL F-1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ROYCE VALUE TRUST INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AES TR III 6.75% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5TELEPHONE DATA SYS PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6US CELLULAR 6.95% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0358049
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt175000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2260209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt380050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt437635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt523100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt622650
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0153859
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0246544
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt05150
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0405553
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0405553
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02375
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0246544
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0355650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0355650
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0153859
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0153859
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02490852
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0246544
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0377009
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011793
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt028544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt028544
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0355650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0404503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0405553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0405553
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028544
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048853
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0122507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12121801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt031062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1215482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt031062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1215482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0153569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12337283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIRST CLEARING LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIRST CLEARING LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0246544
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01050
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05757196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05756146
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05757196
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0357166
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0357166
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0357166
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0364706
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07540
IRS990PF/DistributableAmountGrp/TotalTaxAmt07540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05480
IRS990PF/FMVAssetsEOYAmt07923262
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-3
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-3
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0884687
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01631731
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01641734
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03818541
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02792274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04806867
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01312
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01312
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0863355
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0713911
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0856693
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05756146
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05757196
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0188252
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0617971
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0617971
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05756146
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05757196
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07923262
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05756146
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05757196
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05756146
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05757196
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07405198
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0574773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06828825
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0111078
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01600
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0364706
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07294120
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07405198
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE

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Filings

Displayed year

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

Open filing
Assets
$5,757,196
Liabilities
$1
Net assets
$5,757,196
Revenue
$405,553
Expenses
$404,503
Net income
$1,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$3.42$0.63$2.79
2023Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.46$0.53$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.22$0.53$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.87$0.49$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.49$0.51$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.52$0.51$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.30$0.50$0.20
2017Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.41$0.48$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.25$0.47$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.85$0.50$0.35
2014Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.85$0.52$0.33
2013Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.41$0.40$0.00
2012Summary only. Only limited summary data is available for this year.$5.76$0.00$0.30$0.41$0.11
2011Summary only. Only limited summary data is available for this year.$5.86$0.00$0.36$0.40$0.04
2010Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.39