Civic Intelligence

Millington F Carpenter Trust

990PF • Fiscal year 2017 • EIN 42-6097621

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 08, 2018

Regions Bank P O Box 11647Birmingham, AL 35202

(251) 690-1024

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-48%

Higher net margin than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$7,973

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 35.5% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-30%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$447,425

Down $10,907 (-2.4%) from 2016

Net Assets

Down

$447,425

Down $10,907 (-2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$22,476

Down $9,501 (-30%) from 2016

Expenses

Up

$33,182

Up $8,786 (+36%) from 2016

Net Income

Down

-$10,706

Down $18,287 (-241%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $458,735Liabilities 2011: $0Net Assets 2011: $458,7352011Assets 2012: $0Liabilities 2012: $02012Assets 2013: $451,833Liabilities 2013: $02013Assets 2014: $451,789Liabilities 2014: $02014Assets 2015: $450,857Liabilities 2015: $02015Assets 2016: $458,332Liabilities 2016: $0Net Assets 2016: $458,3322016Assets 2017: $447,425Liabilities 2017: $0Net Assets 2017: $447,4252017Assets 2018: $483,861Liabilities 2018: $0Net Assets 2018: $483,8612018Assets 2019: $480,949Liabilities 2019: $0Net Assets 2019: $480,9492019Assets 2020: $484,299Liabilities 2020: $0Net Assets 2020: $484,2992020Assets 2021: $484,622Liabilities 2021: $0Net Assets 2021: $484,6222021Assets 2022: $475,572Liabilities 2022: $0Net Assets 2022: $475,5722022Assets 2023: $440,478Liabilities 2023: $12023

Highlighted filing

2017

Assets$447,425
Liabilities$0
Net Assets$447,425

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $19,072Expenses 2011: $15,504Net Income 2011: $3,5682011Revenue 2012: $12,051Expenses 2012: $16,748Net Income 2012: -$4,6972012Revenue 2013: $14,744Expenses 2013: $16,848Net Income 2013: -$2,1042013Revenue 2014: $33,761Expenses 2014: $32,522Net Income 2014: $1,2392014Revenue 2015: $15,677Expenses 2015: $15,286Net Income 2015: $3912015Revenue 2016: $31,977Expenses 2016: $24,396Net Income 2016: $7,5812016Revenue 2017: $22,476Expenses 2017: $33,182Net Income 2017: -$10,7062017Revenue 2018: $71,046Expenses 2018: $34,253Net Income 2018: $36,7932018Revenue 2019: $32,984Expenses 2019: $35,920Net Income 2019: -$2,9362019Revenue 2020: $22,962Expenses 2020: $22,684Net Income 2020: $2782020Revenue 2021: $51,197Expenses 2021: $50,356Net Income 2021: $8412021Revenue 2022: $26,665Expenses 2022: $35,615Net Income 2022: -$8,9502022Revenue 2023: $23,264Expenses 2023: $55,119Net Income 2023: -$31,8552023

Highlighted filing

2017

Revenue$22,476
Expenses$33,182
Net Income-$10,706
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 8, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$7,973-$7,973
Filing and Contact Details

Filer

Filer Name
Millington F Carpenter Tuw 8655000076
EIN
42-6097621
Phone
2516901024
Address
REGIONS BANK P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2516901024
Signed
2018-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ELI LILLY & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIDELITY INVESTMENT GRADE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HOME DEPOT INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7KAR AUCTION SERVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8KRAFT HEINZ CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PPL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PROCTER & GAMBLE CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SABRE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15TCW CORE FIXED INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16UNITED PARCEL SERVICE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17US BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD TOTAL BOND MARKET IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19WAL-MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt564755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt83888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt104061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt115904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt134135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1519921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt162264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1864699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt194148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt204142
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015646
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06406
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0424
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022476
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022476
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06406
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01595
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06378
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07973
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022896
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022896
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015312
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015646
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10706
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0249616
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06406
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015340
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt033182
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt021718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022476
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03105
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06378
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010286
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102008-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232007-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242009-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262007-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272007-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302012-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332007-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372012-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382012-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422011-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452008-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462011-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482013-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492011-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502013-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512013-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532014-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-02-06

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.40$0.00$0.23$0.55$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.00$4.76$0.27$0.36$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.51$0.50$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.84$0.00$4.84$0.23$0.23$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.33$0.36$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.71$0.34$0.37
2017Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.22$0.33$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.32$0.24$0.08
2015Summary only. Only limited summary data is available for this year.$4.51$0.00$0.16$0.15$0.00
2014Summary only. Only limited summary data is available for this year.$4.52$0.00$0.34$0.33$0.01
2013Summary only. Only limited summary data is available for this year.$4.52$0.00$0.15$0.17$0.02
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.12$0.17$0.05
2011Summary only. Only limited summary data is available for this year.$4.59$0.00$4.59$0.19$0.16$0.04
Peer Organizations

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