Civic Intelligence

Leon H and Clymene M Bond Foundation Inc.

990PF • Fiscal year 2022 • EIN 39-1762087

Jun 01, 2021 to May 31, 2022 • Filed on Oct 11, 2022

Organization Profile
158 Miramar DriveGreen Bay, WI 54301

(920) 604-2520

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-125%

Higher net margin than 7% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

71st percentile

$87,899

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 42.1% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

29th percentile

-5.4%

Faster asset growth than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-9.5%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$4,582,970

Down $260,959 (-5.4%) from 2021

Net Assets

Down

$4,580,456

Down $261,089 (-5.4%) from 2021

Liabilities

Up

$2,514

Up $130 (+5.5%) from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin7th percentile

Revenue

Down

$208,920

Down $21,864 (-9.5%) from 2021

Expenses

Up

$470,009

Up $20,506 (+4.6%) from 2021

Net Income

Down

-$261,089

Down $42,370 (-19%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,214,405Liabilities 2011: $813,604Net Assets 2011: $3,400,8012011Assets 2012: $3,764,799Liabilities 2012: $446,593Net Assets 2012: $3,318,2062012Assets 2013: $3,602,878Liabilities 2013: $441,155Net Assets 2013: $3,161,7232013Assets 2014: $5,867,813Liabilities 2014: $4,475Net Assets 2014: $5,863,3382014Assets 2015: $6,210,891Liabilities 2015: $2,005Net Assets 2015: $6,208,8862015Assets 2016: $5,671,104Liabilities 2016: $2,043Net Assets 2016: $5,669,0612016Assets 2017: $5,876,501Liabilities 2017: $3,340Net Assets 2017: $5,873,1612017Assets 2018: $5,607,044Liabilities 2018: $2,207Net Assets 2018: $5,604,8372018Assets 2020: $5,063,295Liabilities 2020: $3,031Net Assets 2020: $5,060,2642020Assets 2021: $4,843,929Liabilities 2021: $2,384Net Assets 2021: $4,841,5452021Assets 2022: $4,582,970Liabilities 2022: $2,514Net Assets 2022: $4,580,4562022Assets 2023: $4,239,607Liabilities 2023: $2,597Net Assets 2023: $4,237,0102023Assets 2024: $3,908,259Liabilities 2024: $2,644Net Assets 2024: $3,905,6152024Assets 2025: $5,276,931Liabilities 2025: $25,566Net Assets 2025: $5,251,3652025

Highlighted filing

2022

Assets$4,582,970
Liabilities$2,514
Net Assets$4,580,456
Open 2022 Filing

Operations Trend

Revenue Growth33rd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $419,0322011Expenses 2012: $431,7072012Revenue 2013: $188,949Expenses 2013: $345,432Net Income 2013: -$156,4832013Revenue 2014: $927,094Expenses 2014: $350,871Net Income 2014: $576,2232014Revenue 2015: $662,428Expenses 2015: $316,880Net Income 2015: $345,5482015Revenue 2016: -$190,426Expenses 2016: $349,399Net Income 2016: -$539,8252016Revenue 2017: $588,978Expenses 2017: $384,878Net Income 2017: $204,1002017Revenue 2018: $233,240Expenses 2018: $501,564Net Income 2018: -$268,3242018Revenue 2020: $183,736Expenses 2020: $462,717Net Income 2020: -$278,9812020Revenue 2021: $230,784Expenses 2021: $449,503Net Income 2021: -$218,7192021Revenue 2022: $208,920Expenses 2022: $470,009Net Income 2022: -$261,0892022Revenue 2023: $114,500Expenses 2023: $457,946Net Income 2023: -$343,4462023Revenue 2024: $261,882Expenses 2024: $593,277Net Income 2024: -$331,3952024Revenue 2025: $1,867,118Expenses 2025: $521,368Net Income 2025: $1,345,7502025

Highlighted filing

2022

Revenue$208,920
Expenses$470,009
Net Income-$261,089
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Oct 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER HANNAExecutive Director/SecretaryFT$67,998$19,901$87,899
MARY MCMONAGLEPresident/TreasurerPT$24,100-$24,100
JOHN BOSTEDTVice-President-$2,500-$2,500
CHRIS AUGUSTINEDirector-$2,500-$2,500
RONALD DELAINDirector-$2,500-$2,500
BETH LARSONDirector-$2,500-$2,500
GARY ZIEGELBAUERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Leon H & Clymene M Bond Fdn
EIN
39-1762087
Phone
9206042520
Address
158 MIRAMAR DRIVE, GREEN BAY, WI 54301

Signing Officer

Name
Jennifer Hanna
Title
Executive Director
Phone
9206042520
Signed
2022-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
PO BOX 12237, GREEN BAY, WI 54307-2237
Preparer
Terri Rexrode CPA Mst
Phone
9206620016
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MERCK & COMPANY INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SCHWAB EMERGING MARKETS EQUITY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SCHWAB U S LARGE CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SPDR SERIES TRUST S&P 400 MID CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SPDR SERIES TRUST S&P 400 MID CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SPDR SERIES TRUST S&P 600 SMALL CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SPDR SERIES TRUST S&P 600 SMALL CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TRANSAMERICA INTL EQUITY CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD MID CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VANGUARD MID CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VANGUARD S&P 500 INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD TOTAL WORLD STOCK ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WALMART INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0869787
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0869441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ONEIDA GOLF & RIDING STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0119830
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt085556
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03453
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt081
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0208920
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0208920
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt085556
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt051049
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt051049
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0102098
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0300275
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0300275
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0344
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0119830
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0119830
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-261089
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01823876
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03453
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03453
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt085556
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0118206
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025113
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt09950
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt09951
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt019901
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02601
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02601
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0377308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt090714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0470009
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0208920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0208920
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt077033
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt090714
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0169734
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0121
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01738320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt193678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-8122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt193678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01730198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt193678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt085556
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-261089
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04580456
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04841545
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04580456
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0367520
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0367520
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0367520
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0369163
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01643
IRS990PF/DistributableAmountGrp/TotalTaxAmt01643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05214
IRS990PF/FMVAssetsEOYAmt06794057
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0688
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0688
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05339245

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,582,970
Liabilities
$2,514
Net assets
$4,580,456
Revenue
$208,920
Expenses
$470,009
Net income
-$261,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.28$0.03$5.25$1.87$0.52$1.35
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.26$0.59$0.33
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.11$0.46$0.34
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.21$0.47$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.23$0.45$0.22
2020Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.18$0.46$0.28
2018Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.60$0.23$0.50$0.27
2017Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.87$0.59$0.38$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.19$0.35$0.54
2015Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.66$0.32$0.35
2014Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.86$0.93$0.35$0.58
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.44$3.16$0.19$0.35$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.76$0.45$3.32$0.43
2011Detailed filing. Detailed filing data is available for this year.$4.21$0.81$3.40$0.42