Civic Intelligence

Helen S Boylan Foundation

990PF • Fiscal year 2018 • EIN 43-1254043

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 12, 2019

Organization Profile
PO Box 731Carthage, MO 64836

(417) 359-2657

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-89%

Higher net margin than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$20,152

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

24th percentile

-4.7%

Faster asset growth than 24% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,878,019

Down $191,730 (-4.7%) from 2017

Net Assets

Down

$3,878,019

Down $191,730 (-4.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

Down

$214,805

Down $159,530 (-43%) from 2017

Expenses

Up

$406,535

Up $11,943 (+3.0%) from 2017

Net Income

Down

-$191,730

Down $171,473 (-846%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,333,073Liabilities 2011: $02011Assets 2012: $4,101,499Liabilities 2012: $02012Assets 2013: $4,152,445Liabilities 2013: $02013Assets 2014: $4,207,792Liabilities 2014: $02014Assets 2015: $4,312,162Liabilities 2015: $02015Assets 2017: $4,069,749Liabilities 2017: $0Net Assets 2017: $4,069,7492017Assets 2018: $3,878,019Liabilities 2018: $0Net Assets 2018: $3,878,0192018Assets 2019: $3,641,483Liabilities 2019: $7Net Assets 2019: $3,641,4762019Assets 2020: $3,496,364Liabilities 2020: $0Net Assets 2020: $3,496,3642020Assets 2021: $3,711,853Liabilities 2021: $4Net Assets 2021: $3,711,8492021Assets 2022: $3,571,411Liabilities 2022: $0Net Assets 2022: $3,571,4112022Assets 2023: $3,927,492Liabilities 2023: $0Net Assets 2023: $3,927,4922023Assets 2024: $3,962,995Liabilities 2024: $1Net Assets 2024: $3,962,9942024

Highlighted filing

2018

Assets$3,878,019
Liabilities$0
Net Assets$3,878,019
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $416,331Expenses 2011: $366,362Net Income 2011: $49,9692011Revenue 2012: $154,471Expenses 2012: $386,045Net Income 2012: -$231,5742012Revenue 2013: $425,304Expenses 2013: $374,358Net Income 2013: $50,9462013Revenue 2014: $483,494Expenses 2014: $428,147Net Income 2014: $55,3472014Revenue 2015: $509,689Expenses 2015: $405,319Net Income 2015: $104,3702015Revenue 2017: $374,335Expenses 2017: $394,592Net Income 2017: -$20,2572017Revenue 2018: $214,805Expenses 2018: $406,535Net Income 2018: -$191,7302018Revenue 2019: $178,690Expenses 2019: $415,233Net Income 2019: -$236,5432019Revenue 2020: $234,940Expenses 2020: $382,997Net Income 2020: -$148,0572020Revenue 2021: $606,140Expenses 2021: $390,655Net Income 2021: $215,4852021Revenue 2022: $312,171Expenses 2022: $452,609Net Income 2022: -$140,4382022Revenue 2023: $756,555Expenses 2023: $400,474Net Income 2023: $356,0812023Revenue 2024: $435,155Expenses 2024: $399,653Net Income 2024: $35,5022024

Highlighted filing

2018

Revenue$214,805
Expenses$406,535
Net Income-$191,730
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 12, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J SHANNON SPRADLINGTreasurer-$20,152-$20,152
ELIZABETH SIMMONSSecretary-$17,400-$17,400
SALLY SPRADLING STUARTPresident-$16,200-$16,200
J B HERINGV Pres / Director-$12,000-$12,000
HELEN B DUFFDircetor-$12,000-$12,000
LAUREN LAIRDDircetor-$12,000-$12,000
EUGENE C HALLDirector-$12,000-$12,000
IDA LOCARNIChairman-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Helen S Boylan Foundation
EIN
43-1254043
Phone
4173592657
Address
PO BOX 731, CARTHAGE, MO 64836

Signing Officer

Name
Elizabeth Simmons
Title
Secretary
Signed
2019-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Day & Mcguire
Address
222 GRANT ST, CARTHAGE, MO 64836-1603
Preparer
Larry J Mcguire
Phone
4173584326
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45BOIENG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49CME GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51DOWDUPONT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MARRIOTT INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PRINCIPAL FIN GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SOUTHWEST AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VENTAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WAL MART
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0156771
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0148712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt086875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt184697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt250019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4122409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5121898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt625965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt726496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt892322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EAGLE SMALL CAPITAL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES TR S&P MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AM CENTURY MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CHAMPLAIN MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES MSCI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7OAKMARK INTER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VICTORY SYCAMORE SM CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES LEHMAN INTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD REIT VIPERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0141344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1158462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2139758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt349471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4124720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5154207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt625496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt724331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt898901
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt071720
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0113236
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt028192
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01657
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0214805
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0214805
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02091
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08362
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt099912
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0113236
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028438
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0113752
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0239062
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0239062
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt071720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt071720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt071720
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-191730
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01451085
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt028192
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028192
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028192
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0113236
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0171278
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0536
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01657
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04096
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016383
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01688
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06753
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt099912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0239062
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt041870
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0406535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0213148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0214805
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt041870
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0167473
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt04521
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt018083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352017-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362016-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt027118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt139850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt241694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt320342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt544160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt627111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt774368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8136559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt933293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1037335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1162766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1226012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1341592

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Filings

Displayed year

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

Open filing
Assets
$3,878,019
Liabilities
$0
Net assets
$3,878,019
Revenue
$214,805
Expenses
$406,535
Net income
-$191,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.44$0.40$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.76$0.40$0.36
2022Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.31$0.45$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.61$0.39$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.23$0.38$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.18$0.42$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.21$0.41$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.37$0.39$0.02
2015Summary only. Only limited summary data is available for this year.$4.31$0.00$0.51$0.41$0.10
2014Summary only. Only limited summary data is available for this year.$4.21$0.00$0.48$0.43$0.06
2013Summary only. Only limited summary data is available for this year.$4.15$0.00$0.43$0.37$0.05
2012Summary only. Only limited summary data is available for this year.$4.10$0.00$0.15$0.39$0.23
2011Summary only. Only limited summary data is available for this year.$4.33$0.00$0.42$0.37$0.05