Civic Intelligence

Edith Curtis Armstrong and Florence

990PF • Fiscal year 2011 • EIN 42-6054969

Jan 01, 2011 to Dec 31, 2011 • Filed on May 08, 2012

Organization Profile
1408 Caroline Ave52732
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$876,448

No earlier filing loaded for comparison.

Net Assets

$876,448

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$68,469

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $876,448Liabilities 2011: $0Net Assets 2011: $876,4482011Assets 2012: $973,142Liabilities 2012: $0Net Assets 2012: $973,1422012Assets 2013: $1,065,200Liabilities 2013: $0Net Assets 2013: $1,065,2002013Assets 2014: $1,112,887Liabilities 2014: $0Net Assets 2014: $1,112,8872014Assets 2015: $1,433,789Liabilities 2015: $0Net Assets 2015: $1,433,7892015Assets 2016: $1,256,699Liabilities 2016: $0Net Assets 2016: $1,256,6992016Assets 2017: $994,394Liabilities 2017: $2,250Net Assets 2017: $992,1442017Assets 2018: $1,029,752Liabilities 2018: $0Net Assets 2018: $1,029,7522018Assets 2019: $877,835Liabilities 2019: $0Net Assets 2019: $877,8352019Assets 2020: $881,091Liabilities 2020: $0Net Assets 2020: $881,0912020Assets 2021: $947,561Liabilities 2021: $0Net Assets 2021: $947,5612021Assets 2022: $840,373Liabilities 2022: $0Net Assets 2022: $840,3732022Assets 2023: $801,919Liabilities 2023: $0Net Assets 2023: $801,9192023Assets 2024: $862,931Liabilities 2024: $0Net Assets 2024: $862,9312024

Highlighted filing

2011

Assets$876,448
Liabilities$0
Net Assets$876,448
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $68,4692011Expenses 2012: $26,7332012Revenue 2013: $114,520Expenses 2013: $22,462Net Income 2013: $92,0582013Revenue 2014: $132,837Expenses 2014: $85,150Net Income 2014: $47,6872014Revenue 2015: $396,351Expenses 2015: $80,559Net Income 2015: $315,7922015Revenue 2016: $130,142Expenses 2016: $314,030Net Income 2016: -$183,8882016Revenue 2017: $151,395Expenses 2017: $423,108Net Income 2017: -$271,7132017Revenue 2018: $75,460Expenses 2018: $40,840Net Income 2018: $34,6202018Revenue 2019: $155,257Expenses 2019: $313,479Net Income 2019: -$158,2222019Revenue 2020: $15,657Expenses 2020: $18,263Net Income 2020: -$2,6062020Revenue 2021: $108,533Expenses 2021: $47,298Net Income 2021: $61,2352021Revenue 2022: $57,736Expenses 2022: $169,282Net Income 2022: -$111,5462022Revenue 2023: $110,005Expenses 2023: $80,678Net Income 2023: $29,3272023Revenue 2024: $150,606Expenses 2024: $89,594Net Income 2024: $61,0122024

Highlighted filing

2011

Revenue-
Expenses$68,469
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD WILLOUGHBYPresident-$0--
BARTON T BAKERSecretary-$0--
ROBERT HOLESINGERTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMIDWEST LUMBER MUSEUMEXHIBITSPUBLICCLINTON, IA, US$50,000
Filing and Contact Details

Filer

EIN
42-6054969
Raw XML AppendixShowing 400 of 660 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01472
AccountingFeesSchedule/AccountingFees/Category0WINKEL PARKER & FOSTER CPA PC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0368
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01104
CompensationExplanation/Compensation/PersonName0RICHARD WILLOUGHBY
CompensationExplanation/Compensation/PersonName1BARTON T BAKER
CompensationExplanation/Compensation/PersonName2ROBERT HOLESINGER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis03996
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis13143
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis230000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis3349
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis4921
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis52815
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis65805
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis7669
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis89463
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis93265
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1025057
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis113726
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis121456
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis132986
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis145973
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis152314
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis162159
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis171947
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis181422
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis193980
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis202194
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2115124
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis222550
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis237108
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis24914
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis253934
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis261627
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis278478
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis287405
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis296342
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis304010
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis311965
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis328775
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis33599
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis349515
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis3511787
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis361968
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis376336
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis3812796
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis39705
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis40582
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis412332
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis427540
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis433484
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis444912
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis451863
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis469434
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis472517
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02010-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32008-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired72008-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired82010-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired92010-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired102009-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired112008-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired122010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired132004-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired142009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired152010-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired162011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired172009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired182009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired192009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired202009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired212010-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired222009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired232009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired242009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired252009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired262000-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired272009-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired282009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired292009-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired302009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired312009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired322009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired332009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired342009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired352009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired362010-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired372010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired382009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired392010-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired402009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired412009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired422010-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired432009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired442009-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired452011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired462009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired472009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired482009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42011-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold72011-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold82011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold92011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold102011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold112011-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold122011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold132011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold142011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold152011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold162011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold172011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold182011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold192011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold202011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold212011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold222011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold232011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold242011-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold252011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold262011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold272011-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold282011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold292011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold302011-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold312011-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold322011-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold332011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold342011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold352011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold362011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold372011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold382011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold392011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold402011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold412011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold422011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold432011-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold442011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold452011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold462011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold472011-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold482011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice04235
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice133
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice25146
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice330000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice4513
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice51571
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice63184
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice74374
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice8656
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice99180
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice103588
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1125560
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice124657
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice133668
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice147727
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice154052
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice161644
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice173723
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice183572
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice191284
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice206232
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice212522
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2220854
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice233998
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice245276
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice251825
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice263718
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice275405
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice284231
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2911244
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice3010176
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice316030
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice321858
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice339804
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice342299
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice359058
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice367709
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice373752
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice384607
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice3918300
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice402638
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice411406
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice422926
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice4314855
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice4411539
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice452069
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice462985
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice477069
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice482795
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired9PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired10PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired11PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired12PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired13PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired14PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired15PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired16PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired17PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired18PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired19PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired20PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired23PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired24PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired25PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired26PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired27PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired28PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired29PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired32PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired33PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired34PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired35PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired36PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired37PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired39PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired40PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired41PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired42PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired43PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired44PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired45PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired46PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired47PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired48PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0ASPEN INSURANCE HLDGS-175 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1CENTURY LINK-CASH IN LIEU
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2HEALTH CARE REIT-100 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3HSBC FIN CROP -30000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4LMP CAP & INCOME FD-42 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5LMP TENDER OFFER-111 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name6LMP TENDER OFFER-225 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name7NFJ DIVD INT & PREMSTRATEGY FD-270 S
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name8TCF CAP I CAP-25 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name9TCF CAP I CPA-350 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name10TELEPHONE & DATA SYSTEMS-141 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name11VERIZON NEW YORK INC-25000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name12WALTER INVT MGMT CORP-260 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name13ACCENTURE-60 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name14AMERIPRISE -135 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name15BEST BUY-175 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name16BEST BUY-71 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name17BOEING CO-50 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name18COHEN & STEERS-200 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name19EXELIS INC-142 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name20GABELLI DIVID-397 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name21H & Q LIFE SCIENCES-220 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name22ISHARES TR S&P 500-313 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name23NOVARTIS AG-65 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name24SCHWAB CHARLES CORP-430 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name25SUNAMERICA-99 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name26VERIZON COMMUNICATIONS-100 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name27ALTISOURCE -114 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name28AMERICAN ORIENTAL BIOENGINEERING INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name29APAC CUSTOMER SERVICE-1335 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name30BLACKBOARD INC-230 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name31CARACO PHARMACEUTICAL-1287
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name32CBIZ INC-295 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name33COMMUNITY HEALTH SYS-317 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name34DSW INC-50 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name35EPIQ SYS-650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name36GLOBAL SOURCES-1531 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name37HANGER ORTHOPEDIC GROUP-137 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name38JANUS CAP GROUP-630 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name39JO ANN STORES-300 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name40MADDEN STEVEN LTD-65 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name41MONRO MUFFLER BRAKE-35 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name42NVE CORP-46 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name43ROYCE VALUE TR-964 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name44SHUTTERFLY INC-246 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name45SUPPORT COM-943 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name46SYNTEL INC-55 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name47THE DOLAN COMPANY-896 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name48WESTWOOD HLDG-70 SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0239
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet133
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet22003
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet3164
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4650
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet5369
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet6-1431
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet7-13
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet8-283
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet9323
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet10503
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet11931
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet122212
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet134741
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet14-1921
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet15-670
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet161564
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet171625
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet18-138
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet192252
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet20328
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet215730
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet221448
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet23-1832
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet24911
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet25-216
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet263778
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet27-4247
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet283839
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet293834
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet302020
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet31-107
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet321029
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet331700
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet34-457
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet35-4078
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet361784
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet37-1729
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet385504
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet391933
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet40824
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet41594
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet427315
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet438055
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet44-2843
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet451122
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet46-2365
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet47278
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue054676
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV055657
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0712137
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue157139
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0872199
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV160808
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1PREFERRED STOCK
InvestmentsOtherSchedule2/InvestmentsOther/BookValue017309
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0REITS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV016726
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount023151
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount04794
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome044216
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount012147
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount040092
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome044216
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA084308
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0368
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01104
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01472
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01705
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm023151
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss023151
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses015839
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0307252
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm07873
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss012147
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps029
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm087
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0116
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss049010
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome016199
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm011831
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss012229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps01144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm03432
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss04576
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm076
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps051938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm016530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss068469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome032729

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$876,448
Liabilities
$0
Net assets
$876,448
Revenue
-
Expenses
$68,469
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.15$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.11$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.06$0.17$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.11$0.05$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.16$0.31$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.15$0.42$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.13$0.31$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.40$0.08$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.13$0.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.02$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.07