Civic Intelligence

Weathertop Foundation F/K/A Thomas Nelson Urban Jr

990PF • Fiscal year 2019 • EIN 42-1431036

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 25, 2019

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

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

44th percentile

2.0%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$12,656,460

Up $251,698 (+2.0%) from 2018

Net Assets

Up

$12,656,460

Up $251,698 (+2.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin80th percentile

Revenue

Down

$787,046

Down $439,331 (-36%) from 2018

Expenses

Up

$568,443

Up $135,620 (+31%) from 2018

Net Income

Down

$218,603

Down $574,951 (-72%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2019

Assets$12,656,460
Liabilities$0
Net Assets$12,656,460
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$787,046
Expenses$568,443
Net Income$218,603
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay21st 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
2019-11-25
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/StockNm23COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COVETRUS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CRANE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CURTISS-WRIGHT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DIGITAL REALTY TRUST, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DISCOVERY COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DOLBY LABORATORIES 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/StockNm39HEINEKEN NV ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ISHARES EMERGING MARKET INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES RUSSELL 2000 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES RUSSELL 2000 SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES S&P 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45IVY INTERNATIONAL CORE EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46K2M GROUP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47KIMCO REALTY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48KINSALE CAPITAL GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49KITE REALITY GROUP TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KORNIT DIGITAL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LIVE NATION ENTERTAINMENT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MARKEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MARTIN MARIETTA MATERIALS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MASTERCARD, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MEDICAL PROPERTIES TRUST, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MEDNAX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58METTLER-TOLEDO INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MKS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MOHAWK INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MSCI, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NESTLE, SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NEWMARKET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NIKE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ON SEMICONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PATTERSON-UTI ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PAYLOCITY HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PETIQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PRIMO WATER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PURE STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75QUATERRA RESOURCES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77REXFORD INDUSTRIAL REALTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78RIBBON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ROCHE HOLDING AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SL GREEN REALTY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STEWART INFORMATION SERVICES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SUN COMMUNITIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TELEFEX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TRIMBLE NAVIGATION LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88US SILICA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VANGUARD FTSE EX US INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VENTAS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VORNADO REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93W. P. CAREY & COMPANY, LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WHITING PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WILLIAMS SONOMA, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97ZYMEWORKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0190956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1136851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2137000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3961521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5246000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6246000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7247000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8249000
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 - BERKSHIRE BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CD - CAPITAL ONE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CD - JP MORGAN CHASE BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CD - SALLIE MAE BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CD - TIAA FSB EVERBANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CD - WELLS FARGO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0190956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1136851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2137000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3961521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4100060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5246234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6247670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7248166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8250317
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0252129
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0438702
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt050630
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/ExclusionAmt0-28409
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt174617
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-623
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd115
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0787046
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0787046
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03090
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03090
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06180
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0438702
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0471915
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0471915
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0252129
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0252129
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0218603
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04873220
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt050630
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt050630
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0438702
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0729339
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt051808
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt052024
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt045585
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt045585
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02809
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0482831
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt057707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0568443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0787046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0787046
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010916
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt057707
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt096528
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt07610
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41995-04-26

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,656,460
Liabilities
$0
Net assets
$12,656,460
Revenue
$787,046
Expenses
$568,443
Net income
$218,603
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