Civic Intelligence

Weathertop Foundation F/K/A Thomas Nelson Urban Jr

990PF • Fiscal year 2017 • EIN 42-1431036

Aug 01, 2016 to Jul 31, 2017 • Filed on Aug 18, 2017

Organization Profile
5320 Grand AvenueDes Moines, IA 50312

(804) 282-2554

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

91st percentile

59%

Higher net margin than 91% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

52nd percentile

4.7%

Faster asset growth than 52% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

55%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$11,566,409

Up $517,392 (+4.7%) from 2016

Net Assets

Up

$11,566,409

Up $517,392 (+4.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin91st percentile

Revenue

Up

$1,013,869

Up $359,169 (+55%) from 2016

Expenses

Down

$418,021

Down $966,248 (-70%) from 2016

Net Income

Up

$595,848

Up $1,325,417 (+182%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$15M$10M$5.0M$0Assets 2011: $8,441,136Liabilities 2011: $02011Assets 2012: $8,585,349Liabilities 2012: $12012Assets 2013: $9,290,945Liabilities 2013: $0Net Assets 2013: $9,290,9452013Assets 2014: $9,971,345Liabilities 2014: $02014Assets 2015: $11,863,620Liabilities 2015: $0Net Assets 2015: $11,863,6202015Assets 2016: $11,049,017Liabilities 2016: $0Net Assets 2016: $11,049,0172016Assets 2017: $11,566,409Liabilities 2017: $0Net Assets 2017: $11,566,4092017Assets 2018: $12,404,762Liabilities 2018: $0Net Assets 2018: $12,404,7622018Assets 2019: $12,656,460Liabilities 2019: $0Net Assets 2019: $12,656,4602019Assets 2020: $12,418,374Liabilities 2020: $0Net Assets 2020: $12,418,3742020Assets 2021: $13,082,726Liabilities 2021: $0Net Assets 2021: $13,082,7262021Assets 2022: $13,035,658Liabilities 2022: $0Net Assets 2022: $13,035,6582022Assets 2023: $13,039,382Liabilities 2023: $0Net Assets 2023: $13,039,3822023Assets 2024: $12,873,525Liabilities 2024: $0Net Assets 2024: $12,873,5252024Assets 2025: $13,092,452Liabilities 2025: $0Net Assets 2025: $13,092,4522025

Highlighted filing

2017

Assets$11,566,409
Liabilities$0
Net Assets$11,566,409
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,088,219Expenses 2011: $545,554Net Income 2011: $542,6652011Revenue 2012: $616,327Expenses 2012: $462,217Net Income 2012: $154,1102012Expenses 2013: $477,8252013Revenue 2014: $1,884,206Expenses 2014: $1,247,689Net Income 2014: $636,5172014Revenue 2015: $2,715,011Expenses 2015: $799,452Net Income 2015: $1,915,5592015Revenue 2016: $654,700Expenses 2016: $1,384,269Net Income 2016: -$729,5692016Revenue 2017: $1,013,869Expenses 2017: $418,021Net Income 2017: $595,8482017Revenue 2018: $1,226,377Expenses 2018: $432,823Net Income 2018: $793,5542018Revenue 2019: $787,046Expenses 2019: $568,443Net Income 2019: $218,6032019Revenue 2020: $431,713Expenses 2020: $714,516Net Income 2020: -$282,8032020Revenue 2021: $1,453,277Expenses 2021: $817,254Net Income 2021: $636,0232021Revenue 2022: $1,011,398Expenses 2022: $1,082,337Net Income 2022: -$70,9392022Revenue 2023: $979,165Expenses 2023: $976,515Net Income 2023: $2,6502023Revenue 2024: $715,676Expenses 2024: $881,533Net Income 2024: -$165,8572024Revenue 2025: $1,412,512Expenses 2025: $1,193,585Net Income 2025: $218,9272025

Highlighted filing

2017

Revenue$1,013,869
Expenses$418,021
Net Income$595,848
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Aug 18, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS NELSON URBAN JRPresident-$0--
MARY BRIGHT URBANVice Preside-$0--
WILLIAM GORING URBANTreasurer-$0--
VICTORIA URBAN BROERSecretary-$0--
CORNELIA S URBANDirector-$0--
THOMAS NELSON URBAN IIIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Weathertop Foundation
EIN
42-1431036
Phone
8042822554
Address
5320 GRAND AVENUE, DES MOINES, IA 50312

Signing Officer

Name
Thomas Nelson Urban Jr
Title
President
Phone
8042822554
Signed
2017-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Hamilton Juffer & Associates Llp
Address
666 GRAND AVE STE 2400, DES MOINES, IA 50309-2506
Preparer
Matt Juffer
Phone
5152453737
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54K2M GROUP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55KIMCO REALTY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KINSALE CAPITAL GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57KITE REALITY GROUP TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LIVE NATION ENTERTAINMENT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LKQ CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MACERICH COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MARKEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MARTIN MARIETTA MATERIALS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MASTERCARD, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MEDICAL PROPERTIES TRUST, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MEDNAX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MSCI, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NESTLE, SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NEWMARKET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NIKE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ON SEMICONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PATTERSON-UTI ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PAYLOCITY HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PRA GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PRAXAIR, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PRICELINE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81QUATERRA RESOURCES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82REXFORD INDUSTRIAL REALTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SIMON PROPERTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SL GREEN REALTY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SMART SAND INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SPORTSMANS WAREHOUSE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87STEWART INFORMATION SERVICES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SUN COMMUNITIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TELEFEX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TIFFANY & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TINTRI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92TRACTOR SUPPLY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TRANSDIGM GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TRIMBLE NAVIGATION LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TWENTY FIRST CENTURY FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VANGUARD FTSE EX US INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VENTAS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VORNADO REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100W. P. CAREY & COMPANY, LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WILLIAMS SONOMA, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103ZELTIQ AESTHETICS, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0192371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11063986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21284588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3492644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4137000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5823842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BRAZIL TEAK INVESTORS, LLC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1LONGLEAF PARTNERS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2LONGLEAF PARTNERS SMALLCAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MERIT ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VENTRIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MERIT ENERGY PARTNERS I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CD - CITIZENS BANK 8/31/17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CD - COMPASS BANK 8/31/17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0192371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11140441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21286512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3492644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4137000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5823842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7200000
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0190288
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0794834
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01539
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1MERIT ENERGY PARTNERSHIP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2MERIT ENERGY PARTNERS I, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3BRAZIL TEAK INVESTORS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt011291
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt111534
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt25868
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-1485
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd041
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd115
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd215
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01013869
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01013869
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0794834
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0356500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0356500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0190288
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0190288
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0595848
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02463684
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01539
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01539
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0794834
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0958806
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt040979
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040979
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt015917
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt027208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02792
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02793
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05585
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011291
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0362958
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0418021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01002578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01013869
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06458
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043772
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061521
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03666
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51995-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182011-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192011-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202006-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262001-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302001-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322011-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362016-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-10-29

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,566,409
Liabilities
$0
Net assets
$11,566,409
Revenue
$1,013,869
Expenses
$418,021
Net income
$595,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.41$1.19$0.22
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.72$0.88$0.17
2023Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.98$0.98$0.00
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.01$1.08$0.07
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.45$0.82$0.64
2020Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.43$0.71$0.28
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.79$0.57$0.22
2018Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.23$0.43$0.79
2017Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.01$0.42$0.60
2016Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.65$1.38$0.73
2015Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$2.72$0.80$1.92
2014Summary only. Only limited summary data is available for this year.$9.97$0.00$1.88$1.25$0.64
2013Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.48
2012Summary only. Only limited summary data is available for this year.$8.59$0.00$0.62$0.46$0.15
2011Summary only. Only limited summary data is available for this year.$8.44$0.00$1.09$0.55$0.54