Civic Intelligence

Weathertop Foundation F/K/A Thomas Nelson Urban Jr

990PF • Fiscal year 2018 • EIN 42-1431036

Aug 01, 2017 to Jul 31, 2018 • Filed on May 10, 2018

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

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

92nd percentile

65%

Higher net margin than 92% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

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.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

70th percentile

7.2%

Faster asset growth than 70% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

21%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$12,404,762

Up $838,353 (+7.2%) from 2017

Net Assets

Up

$12,404,762

Up $838,353 (+7.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin92nd percentile

Revenue

Up

$1,226,377

Up $212,508 (+21%) from 2017

Expenses

Up

$432,823

Up $14,802 (+3.5%) from 2017

Net Income

Up

$793,554

Up $197,706 (+33%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$12,404,762
Liabilities$0
Net Assets$12,404,762
Open 2018 Filing

Operations Trend

Revenue Growth77th 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

2018

Revenue$1,226,377
Expenses$432,823
Net Income$793,554
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
May 10, 2018
Return Version
2017v2.3
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
2018-05-10
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/StockNm23CARRIZO OIL & GAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COLGATE-PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CRANE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DIAGEO, P.L.C. ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DIGITAL REALTY TRUST, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DISCOVERY COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DUKE REALTY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ECOLABS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EQUITY RESIDENTIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FASTENAL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FIRST REPUBLIC BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FIVE BELOW INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GENESEE & WYOMING INC. A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HARRIS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HEALTHCARE SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HEINEKEN NV ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HEXCEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43INTERSECT ENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES EMERGING MARKET INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES RUSSELL 2000 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES RUSSELL 2000 SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ISHARES S&P 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48IVY INTERNATIONAL CORE EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JBG SMITH PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50K2M GROUP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51KIMCO REALTY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52KINSALE CAPITAL GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53KITE REALITY GROUP TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54KORNIT DIGITAL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LIVE NATION ENTERTAINMENT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LKQ CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MARKEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MARTIN MARIETTA MATERIALS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MASTERCARD, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MEDICAL PROPERTIES TRUST, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MEDNAX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62METTLER-TOLEDO INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MKS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MSCI, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NESTLE, SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NEWMARKET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NIKE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ON SEMICONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PATTERSON-UTI ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PAYLOCITY HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PRA GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PRAXAIR, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PRICELINE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PRIMO WATER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80QUATERRA RESOURCES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82REXFORD INDUSTRIAL REALTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83RIBBON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ROCHE HOLDING AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SL GREEN REALTY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SMART SAND INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STEWART INFORMATION SERVICES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SUN COMMUNITIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TELEFEX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TINTRI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TRACTOR SUPPLY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TRANSDIGM GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TRIMBLE NAVIGATION LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TWENTY FIRST CENTURY FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98US SILICA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VANGUARD FTSE EX US INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VENTAS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102VORNADO REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103W. P. CAREY & COMPANY, LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106WHITING PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WILLIAMS SONOMA, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0191579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11161555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21389371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3431661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4137000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5812631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6200000
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/CategoryOrItemTxt8CD - BERKSHIRE BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0191579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11232274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21439494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3431661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4137000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5812631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6200030
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/ExclusionAmt0215539
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0888779
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09318
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MERIT ENERGY PARTNERSHIP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1MERIT ENERGY PARTNERS I, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2BRAZIL TEAK INVESTORS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt021290
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt192243
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-792
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd115
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01226377
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01226377
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0888779
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0343435
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0343435
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0215486
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0215539
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0793554
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04427367
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09318
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09318
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0888779
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01171769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02810
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt048797
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt051607
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0112741
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0112741
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02902
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02903
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05805
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02855
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt029916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0351207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt054555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0432823
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01226324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01226377
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07772
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt054555
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt089388
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02060
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02003-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-05-10

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,404,762
Liabilities
$0
Net assets
$12,404,762
Revenue
$1,226,377
Expenses
$432,823
Net income
$793,554
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