Civic Intelligence

Marcel K Lynum Trust

990PF • Fiscal year 2021 • EIN 41-6245472

Jun 01, 2020 to May 31, 2021 • Filed on Sep 07, 2021

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-119%

Higher net margin than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$61,446

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 42.3% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

13th percentile

-4.5%

Faster asset growth than 13% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

39%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,654,688

Down $173,450 (-4.5%) from 2020

Net Assets

Down

$3,654,688

Down $173,450 (-4.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin4th percentile

Revenue

Up

$145,262

Up $40,513 (+39%) from 2020

Expenses

Up

$318,825

Up $25,720 (+8.8%) from 2020

Net Income

Up

-$173,563

Up $14,793 (+7.9%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,502,502Liabilities 2012: $02012Assets 2013: $4,719,040Liabilities 2013: $02013Assets 2014: $4,688,512Liabilities 2014: $02014Assets 2015: $4,582,242Liabilities 2015: $02015Assets 2016: $4,217,873Liabilities 2016: $02016Assets 2019: $4,017,370Liabilities 2019: $0Net Assets 2019: $4,017,3702019Assets 2020: $3,828,138Liabilities 2020: $0Net Assets 2020: $3,828,1382020Assets 2021: $3,654,688Liabilities 2021: $0Net Assets 2021: $3,654,6882021Assets 2022: $3,722,932Liabilities 2022: $0Net Assets 2022: $3,722,9322022Assets 2023: $3,509,406Liabilities 2023: $0Net Assets 2023: $3,509,4062023Assets 2024: $3,386,467Liabilities 2024: $0Net Assets 2024: $3,386,4672024Assets 2025: $3,315,526Liabilities 2025: $0Net Assets 2025: $3,315,5262025

Highlighted filing

2021

Assets$3,654,688
Liabilities$0
Net Assets$3,654,688
Open 2021 Filing

Operations Trend

Revenue Growth67th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2012: $304,110Expenses 2012: $392,011Net Income 2012: -$87,9012012Revenue 2013: $496,043Expenses 2013: $288,798Net Income 2013: $207,2452013Revenue 2014: $246,064Expenses 2014: $281,174Net Income 2014: -$35,1102014Revenue 2015: $192,831Expenses 2015: $317,294Net Income 2015: -$124,4632015Revenue 2016: $102,555Expenses 2016: $285,351Net Income 2016: -$182,7962016Revenue 2019: $166,657Expenses 2019: $281,997Net Income 2019: -$115,3402019Revenue 2020: $104,749Expenses 2020: $293,105Net Income 2020: -$188,3562020Revenue 2021: $145,262Expenses 2021: $318,825Net Income 2021: -$173,5632021Revenue 2022: $416,139Expenses 2022: $346,109Net Income 2022: $70,0302022Revenue 2023: $132,885Expenses 2023: $344,909Net Income 2023: -$212,0242023Revenue 2024: $215,221Expenses 2024: $337,378Net Income 2024: -$122,1572024Revenue 2025: $242,993Expenses 2025: $313,391Net Income 2025: -$70,3982025

Highlighted filing

2021

Revenue$145,262
Expenses$318,825
Net Income-$173,563
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$61,446-$61,446
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF WI RIVER FALLS FDN INCSCHOLARSHIPSPCRIVER FALLS, WI, US$127,500
Paid GrantMAYO CLINICGENERAL OPERATINGPCROCHESTER, MN, US$127,500
Filing and Contact Details

Filer

Filer Name
Marcel K Lynum
EIN
41-6245472
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6504314H402 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67133131102 CAMDEN PPTY TR SH BE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6829476L107 EQUITY RESIDENTIAL P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6935086T109 FOUR CORNERS PROPERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7046187W107 INVITATION HOMES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7174460D109 PUBLIC STORAGE INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7278410G104 SBA COMMUNICATIONS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73925652109 VICI PROPERTIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74912828G38 US TREASURY NOTE 2.2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75015271109 ALEXANDRIA REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76277923264 EATON VANCE GLOB MAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7746647B404 JPMORGAN MID CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7800123Q104 AGNC INVESTMENT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7921870Q105 CORESITE REALTY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8029444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8159522J103 MID AMERICA APARTMEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82828806109 SIMON PROPERTY GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83126650CW8 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8415089QAJ3 CELANESE US HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt853135G03U5 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8694987W794 WFA CORE BOND FUND-R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8703027X100 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8874340W103 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89866674104 SUN CMNTYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90464288588 ISHARES MBS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91482480AE0 KLA-TENCOR CORP 4.65
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92693390700 PIMCO TOTAL RET FD-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93421946104 HEALTHCARE RLTY TR C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9444107P104 HOST HOTELS & RESORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95444097109 HUDSON PACIFIC PROPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9627826A730 EATON VANCE FLOAT RA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9770450YAC7 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt984812C0126 JPMORGAN HIGH YIELD-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99037833DM9 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10030231GBC5 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10102665T306 AMERICAN HOMES 4 REN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10276131N101 RETAIL OPPORTUNITY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10385254J102 STAG INDUSTRIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104205887BZ4 CONAGRA BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105912828J27 US TREASURY NOTE 2.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1063137EAEQ8 FED HOME LN MTG CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10748129C603 JPMORGAN US L/C CORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108931427AH1 WALGREENS BOOTS ALLI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10974440Y884 PGIM HIGH YIELD-Q 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11095040Q104 WELLTOWER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111872365713 TCW EMRG MRKTS INC-P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11246429B366 ISHARES CMBS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11353223X107 LIFE STORAGE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114313747206 FEDERAL RLTY INVT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11527830W108 EV GL MACR ABS RTRN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0541008
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2028732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt219160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt228223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23240973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2436786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2529342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2619086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27145489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt288920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt297898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3014923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3111499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32209416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3316225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3451508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3546232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt366464
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt378118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38159853
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0114752
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt030510
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0145262
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0145262
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0962
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0962
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt030510
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06145
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt055301
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt061446
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0255000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0255000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0114493
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0114752
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-173563
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0841548
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt030510
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt088773
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0929
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0262132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt056230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0318825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0145003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0145262
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07132

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,654,688
Liabilities
$0
Net assets
$3,654,688
Revenue
$145,262
Expenses
$318,825
Net income
-$173,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.24$0.31$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.22$0.34$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.13$0.34$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.42$0.35$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.15$0.32$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.10$0.29$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.17$0.28$0.12
2016Summary only. Only limited summary data is available for this year.$4.22$0.00$0.10$0.29$0.18
2015Summary only. Only limited summary data is available for this year.$4.58$0.00$0.19$0.32$0.12
2014Summary only. Only limited summary data is available for this year.$4.69$0.00$0.25$0.28$0.04
2013Summary only. Only limited summary data is available for this year.$4.72$0.00$0.50$0.29$0.21
2012Summary only. Only limited summary data is available for this year.$4.50$0.00$0.30$0.39$0.09