Civic Intelligence

David B Lichtenstein Foundation

990PF • Fiscal year 2015 • EIN 43-6033786

Jan 01, 2015 to Dec 31, 2015 • Filed on May 03, 2016

1400 Forum Blvd Suite 38Columbia, MO 65203

(314) 290-3300

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

45th percentile

2.0%

Higher net margin than 45% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

20th percentile

$7,669

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

46th percentile

0.2%

Faster asset growth than 46% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$10,533,589

Up $17,366 (+0.2%) from 2014

Net Assets

Up

$10,533,589

Up $17,366 (+0.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$871,741

Up $113,643 (+15%) from 2014

Expenses

Down

$854,375

Down $446 (-0.1%) from 2014

Net Income

Up

$17,366

Up $114,089 (+118%) from 2014

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $12,687,823Liabilities 2011: $268,2742011Assets 2012: $10,831,025Liabilities 2012: $02012Assets 2013: $10,617,983Liabilities 2013: $0Net Assets 2013: $10,617,9832013Assets 2014: $10,516,223Liabilities 2014: $0Net Assets 2014: $10,516,2232014Assets 2015: $10,533,589Liabilities 2015: $0Net Assets 2015: $10,533,5892015Assets 2016: $10,592,709Liabilities 2016: $0Net Assets 2016: $10,592,7092016Assets 2017: $10,628,671Liabilities 2017: $0Net Assets 2017: $10,628,6712017Assets 2018: $10,784,834Liabilities 2018: $0Net Assets 2018: $10,784,8342018Assets 2019: $10,908,464Liabilities 2019: $0Net Assets 2019: $10,908,4642019Assets 2020: $10,947,292Liabilities 2020: $0Net Assets 2020: $10,947,2922020Assets 2021: $11,200,295Liabilities 2021: $0Net Assets 2021: $11,200,2952021Assets 2022: $11,349,650Liabilities 2022: $0Net Assets 2022: $11,349,6502022Assets 2023: $11,323,570Liabilities 2023: $0Net Assets 2023: $11,323,5702023Assets 2024: $11,604,392Liabilities 2024: $0Net Assets 2024: $11,604,3922024

Highlighted filing

2015

Assets$10,533,589
Liabilities$0
Net Assets$10,533,589

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,083,327Expenses 2011: $744,787Net Income 2011: $338,5402011Revenue 2012: -$315,088Expenses 2012: $1,273,436Net Income 2012: -$1,588,5242012Revenue 2013: $687,948Expenses 2013: $900,990Net Income 2013: -$213,0422013Revenue 2014: $758,098Expenses 2014: $854,821Net Income 2014: -$96,7232014Revenue 2015: $871,741Expenses 2015: $854,375Net Income 2015: $17,3662015Revenue 2016: $621,997Expenses 2016: $560,465Net Income 2016: $61,5322016Revenue 2017: $833,386Expenses 2017: $797,424Net Income 2017: $35,9622017Revenue 2018: $862,141Expenses 2018: $705,978Net Income 2018: $156,1632018Revenue 2019: $810,829Expenses 2019: $687,199Net Income 2019: $123,6302019Revenue 2020: $822,756Expenses 2020: $783,928Net Income 2020: $38,8282020Revenue 2021: $1,207,537Expenses 2021: $954,534Net Income 2021: $253,0032021Revenue 2022: $1,044,082Expenses 2022: $894,727Net Income 2022: $149,3552022Revenue 2023: $779,987Expenses 2023: $806,067Net Income 2023: -$26,0802023Revenue 2024: $1,184,767Expenses 2024: $903,945Net Income 2024: $280,8222024

Highlighted filing

2015

Revenue$871,741
Expenses$854,375
Net Income$17,366
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 3, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDY LAYERVice ChairmaPT$7,669-$7,669
CONNIE POPEJOYTreasurerPT$7,669-$7,669
DAVIDA LAYERChairmanPT$7,669-$7,669
GAIL ABERNATHYSecretary-$7,669-$7,669
KEVIN POPEJOYTrustee-$7,669-$7,669
Filing and Contact Details

Filer

Filer Name
David B Lichtenstein Foundation
EIN
43-6033786
Phone
3142903300
Address
1400 FORUM BLVD SUITE 38, COLUMBIA, MO 65203

Signing Officer

Name
Connie Popejoy
Title
Treasurer
Phone
3142903300
Signed
2016-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Baer & Edington LLC
Address
303 N STADIUM BOULEVARD SUITE 219, COLUMBIA, MO 65203
Preparer
Cheryl V Edington CPA
Phone
5732345501
Raw XML AppendixShowing 400 of 458 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4COLUMBIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd065203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd165203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd265203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd365203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd465203
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0679295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0749377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01114449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0657103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0656837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.067865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.063727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.065441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.098881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010659440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt011451163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011270600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011807874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011807874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0669625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.339326
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0667060
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0669625
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02565
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0669625
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CONNIE POPEJOY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01400 FORUM BLVD STE 38
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd065203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03142903300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO PRECISE FORMAT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVIDA LAYER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05734459176
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01400 FORUM BLVD STE 38
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0COLUMBIA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd065203
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0100% OF THE AWARD MUST REMAIN IN MISSOURI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0260000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt229625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt465000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST LOUIS ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE MUNY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF MISSOURI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VARIETY CHILDRENS CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CITY OF COLUMBIA NEW CENTURY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUB CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUB CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUB CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 GOVERNMENT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 THEATRE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2109 REYNOLDS ALUMNI CENTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32200 WESTPORT PLAZA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 6015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd265211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd363146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd465205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0669625
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0152094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0187655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0555017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt087843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt098800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt098800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01652234
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0669625
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0152094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0187655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0555017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt087843
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0669625
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0669625
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01751034
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01081409
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01734
LandEtcSchedule2/LandEtcGrp/BookValueAmt01140
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02874
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0GREEN JACOBSON, PC
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01300
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE AND DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8ADVERTISING AND MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12200

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.18$0.90$0.28
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.78$0.81$0.03
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.04$0.89$0.15
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.21$0.95$0.25
2020Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.82$0.78$0.04
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.81$0.69$0.12
2018Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.86$0.71$0.16
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.83$0.80$0.04
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.62$0.56$0.06
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.87$0.85$0.02
2014Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.76$0.85$0.10
2013Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.69$0.90$0.21
2012Summary only. Only limited summary data is available for this year.$10.8$0.00$0.32$1.27$1.59
2011Summary only. Only limited summary data is available for this year.$12.7$0.27$1.08$0.74$0.34