Civic Intelligence

Esther & Robert Armstrong Charitable Tr Betty J Good Trustee

990PF • Fiscal year 2017 • EIN 42-6503703

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 16, 2018

Organization Profile
6350 Quail Ridge Drive SWCedar Rapids, IA 52404

(319) 396-7235

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

68th percentile

8.6%

Faster asset growth than 68% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

58th percentile

8.5%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,182,337

Up $636,915 (+18%) from 2015

Net Assets

$4,182,337

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin88th percentile

Revenue

Up

$154,781

Up $23,258 (+18%) from 2015

Expenses

Up

$85,416

Up $28,955 (+51%) from 2015

Net Income

Down

$69,365

Down $5,697 (-7.6%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,724,446Liabilities 2010: $0Net Assets 2010: $3,724,4462010Assets 2011: $3,272,092Liabilities 2011: $0Net Assets 2011: $3,272,0922011Assets 2012: $3,199,911Liabilities 2012: $0Net Assets 2012: $3,199,9112012Assets 2013: $3,532,587Liabilities 2013: $0Net Assets 2013: $3,532,5872013Assets 2014: $3,637,919Liabilities 2014: $0Net Assets 2014: $3,637,9192014Assets 2015: $3,545,422Liabilities 2015: $02015Assets 2017: $4,182,337Liabilities 2017: $0Net Assets 2017: $4,182,3372017Assets 2018: $3,809,363Liabilities 2018: $0Net Assets 2018: $3,809,3632018Assets 2019: $4,302,199Liabilities 2019: $0Net Assets 2019: $4,302,1992019Assets 2020: $4,479,996Liabilities 2020: $0Net Assets 2020: $4,479,9962020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$4,182,337
Liabilities$0
Net Assets$4,182,337
Open 2017 Filing

Operations Trend

Revenue Growth58th percentile

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

$5.0M$0-$5.0MExpenses 2010: $547,5642010Expenses 2011: $357,4322011Expenses 2012: $403,0472012Revenue 2013: $251,242Expenses 2013: $41,817Net Income 2013: $209,4252013Revenue 2014: $463,508Expenses 2014: $77,616Net Income 2014: $385,8922014Revenue 2015: $131,523Expenses 2015: $56,461Net Income 2015: $75,0622015Revenue 2017: $154,781Expenses 2017: $85,416Net Income 2017: $69,3652017Revenue 2018: $303,435Expenses 2018: $114,153Net Income 2018: $189,2822018Revenue 2019: $190,572Expenses 2019: $225,116Net Income 2019: -$34,5442019Revenue 2020: $39,996Expenses 2020: $197,143Net Income 2020: -$157,1472020Revenue 2021: $935,295Expenses 2021: $4,591,309Net Income 2021: -$3,656,0142021

Highlighted filing

2017

Revenue$154,781
Expenses$85,416
Net Income$69,365
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTY J GOODTrustee-$0--
SUSAN MCDERMOTTTrustee-$0--
CHARLES W GARDNERTrustee-$0--
ROBERT W ALLSOPTrustee-$0--
JAMES E WASTATrustee-$0--
RON OLSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Esther & Robert Armstrong Charitable Tr
EIN
42-6503703
Phone
3193967235
Address
6350 QUAIL RIDGE DRIVE SW, CEDAR RAPIDS, IA 52404

Signing Officer

Name
Betty J Good
Title
Trustee
Phone
3193967235
Signed
2018-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
600 3RD AVE SE STE 300, CEDAR RAPIDS, IA 52401
Preparer
Connie M Lira
Phone
3193632697
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ARRIS INTL PLC 198.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AT&T INC 330.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AUTODESK INC 53.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AVNET INC 208.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BLOOMIN BRANDS INC 309.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BORG WARNER INC 175.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CABOT CORP 60.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CABOT MICROELECTRONICS 102.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CBRE GROUP INC CL A 218.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CENTENE CORP DEL 93.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHARLES RIVER LAB INTL 64.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHEVRON CORP 210.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COCA-COLA COMPANY 365.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CUMMINS INC 67.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18D R HORTON INC 244.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DARDEN RESTAURANTS INC 66.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DARLING INGREDIENTS INC 333.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EASTGROUP PPTYS INC 69.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EASTMAN CHEMICAL COMPANY 82.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EATON VANCE CORP 98.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ENTEGRIS INC 329.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FIRSTCASH INC 110.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FIRSTENERGY CORP 232.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FLEX LTD 362.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FLIR SYSTEMS INC 161.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GLOBAL PAYMENTS INC 115.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30HEARTLAND FINL USA INC 117.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HEXCEL CORP 118.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HUNTINGTON INGALLS INDS 56.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33INTUIT INC 43.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34KEYCORP NEW 482.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35LEGGETT & PLATT INC 208.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MASCO CORP 235.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MEDICAL PROPERTIES 304.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MEDNAX INC 74.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MERITAGE HOMES CORP 91.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MOOG INC CLASS A 66.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MUELLER WATER PRODUCTS 591.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NEWFIELD EXPLORATION 131.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PEPSICO INC 157.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PFIZER INC 477.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PHILIP MORRIS INTL INC 155.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PINNACLE WEST CAP CORP 145.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47RANGE RESOURCES CORP 140.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48RAYMOND JAMES 91.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49REINSURANCE GROUP 58.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50RENAISSANCERE HOLDINGS 28.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51REPUBLIC SERVICES INC 173.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ROYAL DUTCH SHELL PLC 260.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53RYDER SYSTEM INC 62.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SBA COMMUNICATIONS CORP 70.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SCOTTS MIRACLE-GRO CO 70.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SEALED AIR CORP NEW 155.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SNAP ON INC 51.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SONOCO PRODUCTS CO 100.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SOUTH JERSEY INDS INC 113.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SOUTHERN COMPANY 235.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61STERLING BANCORP NEW 197.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62STIFEL FINANCIAL CORP 114.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SYNOPSYS INC 104.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TIMKEN COMPANY 130.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TRUSTMARK CORP 107.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNITED BANKSHARES INC WV 124.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNITED NATURAL FOODS 76.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VERIZON COMMUNICATIONS 264.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WESBANCO INC 155.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WGL HOLDINGS INC 72.0000SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71XILINX INC 92.0000SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt077042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt197602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2300010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3709014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4310188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5174505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt629148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt751487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt889041
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9137305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10157482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1164204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12110648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1316781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14163291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1514988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1642176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1763614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1853024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR 8346.9240SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CALAMOS 7467.6580SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CLEARBRIDGE 6668.3750SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DFA 18124.0820SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DFA 16180.8970SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DFA 12001.7240SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DFA 1221.1340SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DFA 2217.3520SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DFA 6561.5730SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DFA 1 YEAR 13369.5160SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DIAMOND HILL 5967.4890SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11EATON VANCE 7047.6070SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FIDELITY ADVISOR 1218.7250SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FIRST TR ENERGY INCM 633.0000SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES 1562.0000SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES IBONDS 600.0000SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16JOHN HANCOCK PREFERRED 1969.0000SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PERMANENT 1544.7740SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD REIT INDEX ETF 639.0000SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt077042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt197602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2300010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3709014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4310188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5174505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt629148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt751487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt889041
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9137305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10157482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1164204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12110648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1316781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14163291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1514988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1642176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1763614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1853024
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt092216
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt062564
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0154781
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01860
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01860
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03720
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt062564
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,182,337
Liabilities
$0
Net assets
$4,182,337
Revenue
$154,781
Expenses
$85,416
Net income
$69,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.94$4.59$3.66
2020Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.04$0.20$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.19$0.23$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.30$0.11$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.15$0.09$0.07
2015Summary only. Only limited summary data is available for this year.$3.55$0.00$0.13$0.06$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.46$0.08$0.39
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.25$0.04$0.21
2012Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.40
2011Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.36
2010Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.55