Civic Intelligence

Helen S Boylan Foundation

990PF • Fiscal year 2021 • EIN 43-1254043

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 09, 2022

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

36%

Higher net margin than 74% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$19,900

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

48th percentile

6.2%

Faster asset growth than 48% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

158%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,711,853

Up $215,489 (+6.2%) from 2020

Net Assets

Up

$3,711,849

Up $215,485 (+6.2%) from 2020

Liabilities

Up

$4

Up $4 from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin74th percentile

Revenue

Up

$606,140

Up $371,200 (+158%) from 2020

Expenses

Up

$390,655

Up $7,658 (+2.0%) from 2020

Net Income

Up

$215,485

Up $363,542 (+246%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2021

Assets$3,711,853
Liabilities$4
Net Assets$3,711,849
Open 2021 Filing

Operations Trend

Revenue Growth88th 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

2021

Revenue$606,140
Expenses$390,655
Net Income$215,485
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 9, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J SHANNON SPRADLINGTreasurer-$19,900-$19,900
ELIZABETH SIMMONSSecretary-$19,800-$19,800
SALLY SPRADLING STUARTPresident-$16,700-$16,700
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
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL PROGRAM SUPPORT-KANSAS CITY, MO, US$22,500
Paid Grant-GENERAL PROGRAM SUPPORT AND BOYLAN WRITTING CONTEST-CARTHAGE, MO, US$16,000
Paid Grant-ALL SCHOOLS GENERAL SUPPORT-LINDALE, TX, US$15,284
Paid Grant-MUSIC CONCERT SUPPORT-SHAWNEE MISSION, KS, US$15,000
Paid Grant-DENTAL SCHOOL PROGRAM-JOPLIN, MO, US$15,000
Paid Grant-CHILDRENS READY PROGRAM AND PARENTS AS TEACHERS-CARTHAGE, MO, US$12,000
Paid Grant-EARLY CHILDHOOD LEARNING PROJECTS-KANSAS CITY, MO, US$10,000
Paid Grant-REVITALIZATION PROGRAMS-CARTHAGE, MO, US$9,375
Paid Grant-CHILD ADVOCATES PROGRAMS-JOPLIN, MO, US$8,334
Paid Grant-CLASICAL MUSIC APPRECIATION PROGRAMS-JOPLIN, MO, US$8,000
Paid Grant-COLLEGE STREET SCHOOLS PROJECTS-LINDALE, TX, US$6,615
Paid Grant-PURCHASE FIRE FIGHTING EQUIPMENT-GLADEWATERE, TX, US$6,410
Paid Grant-VACCINES & MEDICINE-CARTHAGE, MO, US$5,000
Paid Grant-LEGEND IN ME PROGRAM-KANSAS CITY, MO, US$5,000
Paid Grant-PURPLE CLINIC PROGRAM-KANSAS CITY, MO, US$5,000
Paid Grant-DOG AND CAT SPAY & NEUTER-KANSAS CITY, MO, US$5,000
Paid Grant-PUBLIC TELEVISION PRODUCTIONS-SPRINGFIELD, MO, US$5,000
Paid Grant-EARLY CHILDHOOD DEVELOPMENT AND EDUCTION-KANSAS CITY, MO, US$5,000
Paid Grant-AG SCIENCE PROJECT PROGRAM SUPPORT-LINDALE, TX, US$4,760
Paid Grant-STUDENTS MUSIC PROGRAMS-EUREKA SPRINGS, AR, US$4,750
Paid Grant-HIGH SCHOOL THEATRE PROGRAMS-LINDALE, TX, US$4,500
Paid Grant-HIGH SCHOOL STRESS PROGRAM-LINDALE, TX, US$3,759
Paid Grant-JASPER COUNTY HISTORICAL PERSONS PROJECT-CARTHAG, MO, US$3,000
Paid Grant-BOYLAN WRITING CONTEST-LINDALE, TX, US$3,000
Paid Grant-KEEP THEM TOGETHER PROJECT-KANSAS CITY, MO, US$2,500
Paid Grant-BRIDGE CONSTRUCTION-CARTHAGE, MO, US$2,500
Paid Grant-ART PROGRAMS-MISSION, KS, US$2,500
Paid Grant-JOB TRAINING SKILLS PROGRAM-CARTHAGE, MO, US$2,500
Paid Grant-IN PERSON AND ONLINE SUPPORT-KANSAS CITY, MO, US$2,500
Paid Grant-COMMUNITY ENHANCEMENT PROGRAMS-CARTHAGE, MO, US$2,500
Paid Grant-EARLY CHILDHOOD DEVELOPMENT-KANSAS CITY, MO, US$2,500
Paid Grant-GENERAL PROGRAM SUPPORT-KANSAS CITY, MO, US$2,500
Paid Grant-GENERAL PROGRAMS SUPPORT-CARTHAGE, MO, US$2,400
Paid Grant-HIGH SCHOOL ART & PHOTO CONTEST-LINDALE, TX, US$2,000
Paid Grant-CHILDRENS DENTAL PROGRAMS SUPPORT-KANSAS CITY, MO, US$2,000
Paid Grant-E J MOSS PICTURE THIS PROJECT-LINDALE, TX, US$1,862
Paid Grant-HIGH SCHOOL REMOTE DATA COLLECTION PROJECT-LINDALE, TX, US$1,676
Paid Grant-BOYLAN WING CONTRIBUTIONS-LINDALE, TX, US$1,505
Paid Grant-VELMA PENNY SCHOOL PROJECT-LINDALE, TX, US$1,500
Paid Grant-GARDEN FEEDING PROGRAM FOR LOW INCOME INDIVIDUALS-KANSAS CITY, MO, US$1,500
Paid Grant-COLLEGE STREET SCHOOL PROJECT-LINDALE, TX, US$1,499
Paid Grant-WANT TO MAKE MUSIC PROGRAM-LINDALE, TX, US$1,425
Paid Grant-LONE STAR LITERACY PROJECT-LINDALE, TX, US$1,383
Paid Grant-COLLEGE STREET READING PROGRAM-LINDALE, TX, US$1,082
Paid Grant-GENERAL PROGRAMS-KANSAS CITY, MO, US$1,000
Paid Grant-SELF AWARENESS PROGRAM-LINDALE, TX, US$675
Paid Grant-JR HIGH PROJECT-LINDALE, TX, US$391
Paid Grant-COLLEGE ST SCHOOL PROJECT-LINDALE, TX, US$304
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
2022-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Day & McGuire PC
Address
222 Grant, Carthage, MO 64836
Preparer
Larry J Mcguire
Phone
4173584326
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3COSTCO WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DUKE REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ECOLAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MASTERCARD INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24RAYTHEON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FACEBOOK INC A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BROWN FORMAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EXXONMOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42IBM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MARRIOTT INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CME GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LINDE PUBLIC LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TRAVELERS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INTUIT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WAL MART
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SALESFORCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58HONEYWELL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VALERO ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WALGREENS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WASTE MANAGEMENT
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0185180
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0189095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt042803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt175218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2111481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3292260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4121898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt574071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6196214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt791062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES TR S&P SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CARILTON EAGLE SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES TR S&P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DREHAUS SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES RUSSELL 1000 GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AM CENTURY MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CHAMPLAIN MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VICTORY SYCAMORE SM CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES RUSSELL 1000 VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9NUANCE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0148171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1167337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2104608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3300622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4226014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt585618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6201272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt792996
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt070756
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0518454
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt016730
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt0200
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0606140
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0606140
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01969
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07875
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt092805
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0518454
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt029100
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0116400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0240489
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0240489
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt070756
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt070756
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt070756
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0215485
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01923651
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt016730
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016730
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016730
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0518454
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0568398
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt05319
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01180
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt04720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0149
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0596
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016582
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0998
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03993
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt092805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0240489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0390655
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0605940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0606140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037542
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0150166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392018-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462017-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472019-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482017-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502017-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542020-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552017-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562016-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572017-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682017-03-09

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,711,853
Liabilities
$4
Net assets
$3,711,849
Revenue
$606,140
Expenses
$390,655
Net income
$215,485
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