Civic Intelligence

R J Mcelroy Trust

990PF • Fiscal year 2018 • EIN 42-6173496

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profile
425 Cedar St Suite 312Waterloo, IA 50701

(319) 287-9102

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

19th percentile

$67,136

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

35th percentile

-0.7%

Faster asset growth than 35% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

0.9%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$41,273,479

Down $45,775 (-0.1%) from 2015

Net Assets

Down

$41,273,479

Down $45,775 (-0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin14th percentile

Revenue

Down

$2,446,848

Down $310,762 (-11%) from 2015

Expenses

Down

$2,731,627

Down $36,919 (-1.3%) from 2015

Net Income

Down

-$284,779

Down $273,843 (-2504%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$60M$40M$20M$0Assets 2011: $38,182,814Liabilities 2011: $02011Assets 2012: $38,181,402Liabilities 2012: $0Net Assets 2012: $38,181,4022012Assets 2013: $39,166,751Liabilities 2013: $0Net Assets 2013: $39,166,7512013Assets 2014: $41,330,190Liabilities 2014: $0Net Assets 2014: $41,330,1902014Assets 2015: $41,319,254Liabilities 2015: $0Net Assets 2015: $41,319,2542015Assets 2018: $41,273,479Liabilities 2018: $0Net Assets 2018: $41,273,4792018Assets 2019: $39,224,329Liabilities 2019: $0Net Assets 2019: $39,224,3292019Assets 2020: $39,324,050Liabilities 2020: $0Net Assets 2020: $39,324,0502020Assets 2021: $40,735,469Liabilities 2021: $12021Assets 2022: $41,900,787Liabilities 2022: $12022Assets 2023: $40,090,693Liabilities 2023: $12023Assets 2024: $39,687,281Liabilities 2024: $0Net Assets 2024: $39,687,2812024

Highlighted filing

2018

Assets$41,273,479
Liabilities$0
Net Assets$41,273,479
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $3,552,898Expenses 2011: $2,560,884Net Income 2011: $992,0142011Expenses 2012: $2,190,4392012Revenue 2013: $3,676,645Expenses 2013: $2,691,296Net Income 2013: $985,3492013Revenue 2014: $4,967,292Expenses 2014: $2,803,853Net Income 2014: $2,163,4392014Revenue 2015: $2,757,610Expenses 2015: $2,768,546Net Income 2015: -$10,9362015Revenue 2018: $2,446,848Expenses 2018: $2,731,627Net Income 2018: -$284,7792018Revenue 2019: $675,796Expenses 2019: $2,724,946Net Income 2019: -$2,049,1502019Revenue 2020: $2,679,847Expenses 2020: $2,580,126Net Income 2020: $99,7212020Revenue 2021: $4,707,613Expenses 2021: $3,296,194Net Income 2021: $1,411,4192021Revenue 2022: $4,204,697Expenses 2022: $3,039,379Net Income 2022: $1,165,3182022Revenue 2023: $1,686,954Expenses 2023: $3,497,048Net Income 2023: -$1,810,0942023Revenue 2024: $2,338,001Expenses 2024: $2,741,413Net Income 2024: -$403,4122024

Highlighted filing

2018

Revenue$2,446,848
Expenses$2,731,627
Net Income-$284,779
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY VANGORPExecutive DiPT$67,136-$67,136
RALEIGH D BUCKMASTERTrustee-$6,000-$6,000
RICHARD C YOUNGTrustee-$6,000-$6,000
JAMES B WATERBURYTrustee-$6,000-$6,000
KATHY FLYNNTrustee-$6,000-$6,000
ROBERT L SMITH JRTrustee-$6,000-$6,000
MICHAEL R YOUNGTrustee-$6,000-$6,000
SALLY HOLLISTrustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
R J Mcelroy Trust
EIN
42-6173496
Phone
3192879102
Address
425 CEDAR ST SUITE 312, WATERLOO, IA 50701

Signing Officer

Name
Robert L Smith Jr
Title
Trustee
Phone
3192879102
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Carney Alexander Marold & Co Llp
Address
PO BOX 1290, WATERLOO, IA 50704-1290
Preparer
David J Rogers
Phone
3192333318
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd4900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd5900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd6900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd7900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd8900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TAX REFUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1BAYVIEW CAPITAL II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2BAYVIEW CAPITAL II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3BAYVIEW CAPITAL III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4BAYVIEW CAPITAL III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5NORTHERN TRUST
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6PENN SQUARE GLOBAL REAL EST
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7PENN SQUARE GLOBAL REAL EST
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8TOWNSQUARE REAL ESTATE ALPH
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9TOWNSQUARE REAL ESTATE ALPH
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10BAYVIEW II - ADD BOOK INC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11BAYVIEW III - ADD BOOK INC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12BLACKSTONE EN - ADD BOOK IN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13GOLDMAN V - ADD BOOK INC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14GOLDMAN VI - ADD BOOK INC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15NORTHERN TRUST - ADD BOOK I
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc16PENN SQUARE - ADD BOOK INC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc17TOWNSQUARE - ADD BOOK INC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-853979
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1230601
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt229878
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-51145
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-213685
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt534169
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt6-89387
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt7-118501
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd614
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd714
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd814
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0192201
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-41
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt2-69225
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt3-1612
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt46242
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt53308
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt6758
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt710675
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt8-1
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02302543
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0142305
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02444848
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01981493
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt094022
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015114
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0109136
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02050725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02050725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04085
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0939755
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0939755
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-284779
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07847179
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt017373
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt017373
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0395
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01981493
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02955525
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt09397
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt09397
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt041117
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt04569
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt045686
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt069557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0140340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0209897
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0413344
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-476400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08226
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0197071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0205297
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt011310
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt011310
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0386
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0386
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt039745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02308730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0379067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02731627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03334592
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02446848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0258005
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0379067
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0680902
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt09795
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt09795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0146826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1469393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt260129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3168952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt493035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5752136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt667911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7571885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8136883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt974660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1030245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11142203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1292325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1356976

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Filings

Displayed year

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

Open filing
Assets
$41,273,479
Liabilities
$0
Net assets
$41,273,479
Revenue
$2,446,848
Expenses
$2,731,627
Net income
-$284,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$2.34$2.74$0.40
2023Summary only. Only limited summary data is available for this year.$40.1$0.00$1.69$3.50$1.81
2022Summary only. Only limited summary data is available for this year.$41.9$0.00$4.20$3.04$1.17
2021Summary only. Only limited summary data is available for this year.$40.7$0.00$4.71$3.30$1.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$0.00$39.3$2.68$2.58$0.10
2019Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$0.68$2.72$2.05
2018Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$2.45$2.73$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.3$0.00$41.3$2.76$2.77$0.01
2014Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$4.97$2.80$2.16
2013Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$3.68$2.69$0.99
2012Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$2.19
2011Summary only. Only limited summary data is available for this year.$38.2$0.00$3.55$2.56$0.99