Civic Intelligence

V & H Charitable Foundation

990PF • Fiscal year 2023 • EIN 43-6378149

Apr 01, 2022 to Mar 31, 2023 • Filed on Jan 30, 2024

PO Box 26128Overland Park, KS 66225

(913) 234-3000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

176%

Higher net margin than 99% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

16th percentile

-5.3%

Faster asset growth than 16% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Flat

$9,083,108

Flat from 2023

Net Assets

$9,083,108

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

-$289,261

Flat from 2023

Expenses

Flat

$221,172

Flat from 2023

Net Income

Flat

-$510,433

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $8,748,812Liabilities 2011: $0Net Assets 2011: $8,748,8122011Assets 2012: $8,947,632Liabilities 2012: $0Net Assets 2012: $8,947,6322012Assets 2013: $9,145,245Liabilities 2013: $0Net Assets 2013: $9,145,2452013Assets 2014: $8,879,775Liabilities 2014: $0Net Assets 2014: $8,879,7752014Assets 2015: $9,066,611Liabilities 2015: $0Net Assets 2015: $9,066,6112015Assets 2016: $8,622,969Liabilities 2016: $0Net Assets 2016: $8,622,9692016Assets 2017: $8,371,648Liabilities 2017: $0Net Assets 2017: $8,371,6482017Assets 2018: $7,971,441Liabilities 2018: $0Net Assets 2018: $7,971,4412018Assets 2019: $8,342,669Liabilities 2019: $0Net Assets 2019: $8,342,6692019Assets 2020: $9,476,634Liabilities 2020: $0Net Assets 2020: $9,476,6342020Assets 2021: $7,235,299Liabilities 2021: $12021Assets 2022: $9,591,971Liabilities 2022: $0Net Assets 2022: $9,591,9712022Assets 2023: $9,083,108Liabilities 2023: $0Net Assets 2023: $9,083,1082023Assets 2023: $9,083,108Liabilities 2023: $12023Assets 2025: $8,961,765Liabilities 2025: $0Net Assets 2025: $8,961,7652025

Highlighted filing

2023

Assets$9,083,108
Liabilities$0
Net Assets$9,083,108

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $610,4302011Expenses 2012: $232,1692012Expenses 2013: $291,5782013Revenue 2014: $479,317Expenses 2014: $744,787Net Income 2014: -$265,4702014Revenue 2015: $744,617Expenses 2015: $557,781Net Income 2015: $186,8362015Revenue 2016: $286,266Expenses 2016: $729,908Net Income 2016: -$443,6422016Revenue 2017: $422,990Expenses 2017: $674,311Net Income 2017: -$251,3212017Revenue 2018: $414,056Expenses 2018: $814,263Net Income 2018: -$400,2072018Revenue 2019: $576,923Expenses 2019: $205,695Net Income 2019: $371,2282019Revenue 2020: $3,676,412Expenses 2020: $2,542,447Net Income 2020: $1,133,9652020Revenue 2021: $1,253,367Expenses 2021: $3,814,282Net Income 2021: -$2,560,9152021Revenue 2022: $4,254,382Expenses 2022: $1,898,393Net Income 2022: $2,355,9892022Revenue 2023: -$289,261Expenses 2023: $221,172Net Income 2023: -$510,4332023Revenue 2023: -$289,261Expenses 2023: $221,172Net Income 2023: -$510,4332023Revenue 2025: $296,790Expenses 2025: $934,531Net Income 2025: -$637,7412025

Highlighted filing

2023

Revenue-$289,261
Expenses$221,172
Net Income-$510,433
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE M REGNIERTrustee-$0--
ROBERT B REGNIERTrustee-$0--
VICTOR A REGNIERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHAW FAMILY FOUNDATIONSUPPORT FOR AWARENESS AND OPPORTUNITIES FOR THOSE DIAGNOSED WITH ANGELMAN SYNDROME AND OTHER SPECIAL NEEDSPFWICHITA, KS, US$5,000
Paid GrantKANSAS CITY PUBLIC SCHOOLS EDUCATION FOUNDATIONSUPPORT OF ANNUAL EVENTPCKANSAS CITY, MO, US$1,500
Filing and Contact Details

Filer

Filer Name
V & H Charitable Foundation
EIN
43-6378149
Phone
9132343000
Address
PO BOX 26128, OVERLAND PARK, KS 66225

Signing Officer

Name
Bob Regnier
Title
Executive Chairman & CEO
Phone
9132343000
Signed
2024-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
475 REGENCY PARK SUITE 175, OFALLON, IL 62269
Preparer
Jeff Parker
Phone
6182331200
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AppliedToPriorYearElection/ElectionDesc0THE TAXPAYER HEREBY ELECTS TO TREAT THE TOTAL CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS AS MADE OUT OF THE UNDISTRIBUTED INCOME FOR SUCH PRIOR TAXABLE YEAR(S) PER REGULATION 53.4942(A)-3(D)(2).
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt461874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4719947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4893255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt493440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5038229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5123572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5215158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5312984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5432961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5555211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5610758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5726618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt584961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5979122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6011649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6127304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6218318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6322786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6439269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6518643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6618362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6756272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6873780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt695033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7046251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7124847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7239808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7361374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7434174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7518840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7628021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7780303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7829035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt791010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8095790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8163331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt828461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt837204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8423594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8518494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8622613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8726889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8823007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8931466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9042970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9127724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9269343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9337811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9438785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt95199215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9648069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt977669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9814631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9913145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10027280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10142802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10242066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1032968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10431132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10523946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10619228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10761982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10813774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1095078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11051001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11156895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1127683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1132375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11440518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11549079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11629910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1177557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11848746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11911183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12044939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12121623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12213431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12311918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12413887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12530821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12620080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12735821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12820487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12934908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13047347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13120516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13215439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13323212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134174640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1352901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13612397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1374934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13835157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13983176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14018305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14119484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14219336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14396497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14417222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14552051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14626158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14739922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14821846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14920725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15012317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABM INDUSTRIES INC - 337 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC - 8 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AIR LEASE CORP - 222 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLISON TRANSMISSION HOLDINGS INC - 546 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC - 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON.COM INC - 710 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMBEV SA - 10148 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN EXPRESS CO - 363 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMPHENOL CORP - 353 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ANALOG DEVICES INC - 377 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10APPLE INC - 585 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLIED MATERIALS INC - 196 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12APTIV PLC - 798 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ASE TECHNOLOGY HOLDING CO LTD - 9282 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AUDIOCODES LTD - 122 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AVERY DENNISON CORP - 127 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AXA SA - 486 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BAIDU INC - 275 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BANCO BRADESCO SA - 6356 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BANCOLOMBIA SA - 730 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BANK OF AMERICA CORP - 1274 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BANK OZK - 237 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BARCLAYS PLC - 2531 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BASF SE - 173 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BHP GROUP LTD - 650 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BOSTON SCIENTIFIC CORP - 911 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BROOKFIELD INFRASTRUCTURE CORP - 113 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27BRUNSWICK CORP/DE - 171 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BWX TECHNOLOGIES INC - 323 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CABLE ONE INC - 6 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CANADIAN NATIONAL RAILWAY CO - 353 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CARNIVAL CORP - 248 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CASEY'S GENERAL STORES INC - 92 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CATERPILLAR INC - 232 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CDW CORP/DE - 689 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CISCO SYSTEMS INC - 2125 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42COGENT COMMUNICATIONS HOLDINGS INC - 185 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43COGNEX CORP - 185 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44COMMERCE BANCSHARES INC/MO - 216 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CONOCOPHILLIPS - 1531 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CORE LABORATORIES NV - 85 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CRA INTERNATIONAL INC - 185 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DANAHER CORP - 370 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DENSO CORP - 122 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DIAGEO PLC - 211 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51DOLLAR GENERAL CORP - 112 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ELEMENT SOLUTIONS INC - 785 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ENCOMPASS HEALTH CORP - 240 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ENSIGN GROUP INC/THE - 345 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55EQUINOR ASA - 1942 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ERSTE GROUP BANK AG - 656 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ESTEE LAUDER COS INC/THE - 108 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58EVERCORE INC - 43 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59EVEREST RE GROUP LTD - 221 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60EXP WORLD HOLDINGS INC - 918 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61FEDERAL AGRICULTURAL MORTGAGE CORP - 205 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GOLDMAN SACHS GROUP INC/THE - 56 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63HAMILTON LANE INC - 308 SHARES

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.30$0.93$0.64
2023Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$0.29$0.22$0.51
2023Summary only. Only limited summary data is available for this year.$9.08$0.00$0.29$0.22$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.59$0.00$9.59$4.25$1.90$2.36
2021Summary only. Only limited summary data is available for this year.$7.24$0.00$1.25$3.81$2.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.48$0.00$9.48$3.68$2.54$1.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.00$8.34$0.58$0.21$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.00$7.97$0.41$0.81$0.40
2017Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.42$0.67$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$0.00$8.62$0.29$0.73$0.44
2015Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.74$0.56$0.19
2014Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.48$0.74$0.27
2013Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.29
2012Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.23
2011Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.61