Civic Intelligence

Weathertop Foundation F/K/A Thomas Nelson Urban Jr

990PF • Fiscal year 2020 • EIN 42-1431036

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 15, 2020

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

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

9th percentile

-66%

Higher net margin than 9% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

23rd percentile

-1.9%

Faster asset growth than 23% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-45%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,418,374

Down $238,086 (-1.9%) from 2019

Net Assets

Down

$12,418,374

Down $238,086 (-1.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin9th percentile

Revenue

Down

$431,713

Down $355,333 (-45%) from 2019

Expenses

Up

$714,516

Up $146,073 (+26%) from 2019

Net Income

Down

-$282,803

Down $501,406 (-229%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2020

Assets$12,418,374
Liabilities$0
Net Assets$12,418,374
Open 2020 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

2020

Revenue$431,713
Expenses$714,516
Net Income-$282,803
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay24th 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
William Goring Urban
Title
Treasurer
Phone
8042822554
Signed
2020-12-15
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/StockNm45KIMCO REALTY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46KINSALE CAPITAL GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47KITE REALITY GROUP TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48KORNIT DIGITAL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50LIVE NATION ENTERTAINMENT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MARKEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MARTIN MARIETTA MATERIALS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MASTERCARD, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MEDICAL PROPERTIES TRUST, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55METTLER-TOLEDO INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MKS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MOHAWK INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MONSTER BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MSCI, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NESTLE, SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NEWMARKET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NIKE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ONESPAWORLD HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PACIFIC GAS & ELECTRIC 1ST MORTGAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PATTERSON-UTI ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PAYLOCITY HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PETIQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PRESTIGE CONSUMER HEALTHCARE 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/StockNm80ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SL GREEN REALTY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SPOTIFY TECHNOLOGY SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84STEWART INFORMATION SERVICES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SUN COMMUNITIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TELEFEX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TRIMBLE NAVIGATION LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91US SILICA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VANGUARD FTSE EX US INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VENTAS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VORNADO REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96W. P. CAREY & COMPANY, LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WHITING PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WILLIAMS SONOMA, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100ZYMEWORKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0190536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2983796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3137000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6246000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7247000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8249000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9247000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BRAZIL TEAK INVESTORS, LLC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MERIT ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MERIT ENERGY PARTNERS I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VENTRIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CD - CAPITAL ONE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CD - GOLDMAN SACHS BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CD - JP MORGAN CHASE BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CD - SALLIE MAE BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CD - TIAA FSB EVERBANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CD - WELLS FARGO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CD - MORGAN STANLEY BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CD - MORGAN STANLEY BANK II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0190536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2983796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3137000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4102002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5102055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6250140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7248270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8250193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9249984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10102263
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/ExclusionAmt0179070
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0125105
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt067904
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/Desc3FEDERAL REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-18174
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt169556
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-420
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt38672
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd115
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd341
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0431713
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0431713
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03080
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03080
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06160
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0125105
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0650148
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0650148
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0179070
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0179070
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-282803
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03039774
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt067904
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt067904
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0125105
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0379831
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0420
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt036823
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt037243
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt050962
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt059634
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03307
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0656719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0714516
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0423041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0431713
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06571
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt064368
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03071
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112003-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-03-03

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,418,374
Liabilities
$0
Net assets
$12,418,374
Revenue
$431,713
Expenses
$714,516
Net income
-$282,803
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