Civic Intelligence

Thomas a Plein Foundation Ltd.

990PF • Fiscal year 2014 • EIN 39-1558684

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

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.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

27th percentile

$3,000

Higher top officer pay than 27% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

63rd percentile

5.7%

Faster asset growth than 63% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

108%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,084,604

Up $327,408 (+5.7%) from 2013

Net Assets

Up

$6,084,604

Up $327,408 (+5.7%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin84th percentile

Revenue

Up

$845,371

Up $439,818 (+108%) from 2013

Expenses

Up

$517,963

Up $113,460 (+28%) from 2013

Net Income

Up

$327,408

Up $326,358 (+31082%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2014

Assets$6,084,604
Liabilities$1
Net Assets$6,084,604
Open 2014 Filing

Operations Trend

Revenue Growth92nd 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

2014

Revenue$845,371
Expenses$517,963
Net Income$327,408
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H MATTHEW FRAZIERPresident-$3,000-$3,000
JASON W KETTERExecutive Vice President-$3,000-$3,000
JIM PAULSENDirector-$3,000-$3,000
THERESA SKURZEWSKIDirector-$3,000-$3,000
STEVE PLEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Thomas a Plein Foundation Ltd
EIN
39-1558684
Phone
7024921177
Address
3415 COMMERCE CT, APPLETON, WI 54911

Signing Officer

Name
H Matthew Frazier
Title
President
Phone
7024921177
Signed
2015-05-11

Preparer

Firm
Buchberger Gloudeman & Hollmann CPA's
Address
3415 Commerce Ct, Appleton, WI 54911
Preparer
Buchberger Gloudeman Hollmann CPA's
Phone
9207313190
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GLOBAL PAYMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GOOGLE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27HAEMONETICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HOLOGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HOSPIRA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NEWFIELD EXPLORATION COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PERRIGO CO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PRINCIPAL FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PROSPERITY BANCSHS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42RALLY SOFTWARE DEVELOPMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SPDR S&P BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SPDR S&P REGNL BNKG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VERIFONE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VERISIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WALGREEN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WEINGARTEN REALTY REIT INVESTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WHITING PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WYNDHAM WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ZIMMER HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60CHESAPEAKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SPDR GOLD TRUST ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VANGUARD INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65YUM BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0261955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt169026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt267662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt335350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt425961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt525555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6254409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt774818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt825107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HARBOR INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LIMITED PARTNERSHIP INTERESTES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ROYCE VALUE TRUST INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AES TR III 6.75% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4TELEPHONE DATA SYS PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5US CELLULAR 6.95% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6TWEEDY BROWNE FD INC GLOBAL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7TEMPLETON DRAGON FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8OLD SECOND CAPITAL TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0333676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt271650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt338168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt424660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt524400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6256294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt772120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt824875
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0179598
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0659541
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt06232
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0845371
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0845371
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0659541
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0451550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0451550
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0179598
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0179598
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0327408
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01462170
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0659541
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0813659
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt031712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt031712
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0451550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0517963
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0845371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0845371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031712
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt066413
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0802629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0659541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0659541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01462170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIRST CLEARING LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0659541
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0327408
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06084604
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05757196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06084604
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0383633
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0383633
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0383633
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0399906
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016273
IRS990PF/DistributableAmountGrp/TotalTaxAmt016273
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016273
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016273
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016273
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07560
IRS990PF/FMVAssetsEOYAmt07950247
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-3
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01631731
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02064907
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02100489
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02792274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02818644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04594017
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01312

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,084,604
Liabilities
$1
Net assets
$6,084,604
Revenue
$845,371
Expenses
$517,963
Net income
$327,408
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