Civic Intelligence

Raymond a and Gertrude D Hyer Charitable Foundation

990PF • Fiscal year 2017 • EIN 45-4168812

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
83 Edgington LaneWheeling, WV 26003

(304) 242-2300

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$44,574

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

27th percentile

-1.7%

Faster asset growth than 27% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$9,691,313

Down $163,547 (-1.7%) from 2016

Net Assets

Down

$9,691,313

Down $163,547 (-1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin11th percentile

Revenue

Up

$478,414

Up $72,822 (+18%) from 2016

Expenses

Down

$641,961

Down $39,899 (-5.9%) from 2016

Net Income

Up

-$163,547

Up $112,721 (+41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$30M$20M$10M$0Assets 2012: $10,486,855Liabilities 2012: $0Net Assets 2012: $10,486,8552012Assets 2013: $10,743,872Liabilities 2013: $0Net Assets 2013: $10,743,8722013Assets 2014: $10,469,032Liabilities 2014: $0Net Assets 2014: $10,469,0322014Assets 2015: $10,131,128Liabilities 2015: $0Net Assets 2015: $10,131,1282015Assets 2016: $9,854,860Liabilities 2016: $0Net Assets 2016: $9,854,8602016Assets 2017: $9,691,313Liabilities 2017: $0Net Assets 2017: $9,691,3132017Assets 2018: $9,874,080Liabilities 2018: $0Net Assets 2018: $9,874,0802018Assets 2019: $23,397,030Liabilities 2019: $0Net Assets 2019: $23,397,0302019Assets 2020: $23,740,832Liabilities 2020: $0Net Assets 2020: $23,740,8322020Assets 2021: $23,517,726Liabilities 2021: $0Net Assets 2021: $23,517,7262021Assets 2022: $22,920,635Liabilities 2022: $0Net Assets 2022: $22,920,6352022Assets 2023: $21,990,079Liabilities 2023: $0Net Assets 2023: $21,990,0792023Assets 2024: $23,354,945Liabilities 2024: $0Net Assets 2024: $23,354,9452024

Highlighted filing

2017

Assets$9,691,313
Liabilities$0
Net Assets$9,691,313
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $1,8262012Revenue 2013: $336,511Expenses 2013: $79,494Net Income 2013: $257,0172013Revenue 2014: $358,739Expenses 2014: $633,579Net Income 2014: -$274,8402014Revenue 2015: $344,854Expenses 2015: $682,758Net Income 2015: -$337,9042015Revenue 2016: $405,592Expenses 2016: $681,860Net Income 2016: -$276,2682016Revenue 2017: $478,414Expenses 2017: $641,961Net Income 2017: -$163,5472017Revenue 2018: $867,686Expenses 2018: $684,919Net Income 2018: $182,7672018Revenue 2019: $14,235,211Expenses 2019: $712,261Net Income 2019: $13,522,9502019Revenue 2020: $1,192,187Expenses 2020: $848,385Net Income 2020: $343,8022020Revenue 2021: $1,340,035Expenses 2021: $1,563,141Net Income 2021: -$223,1062021Revenue 2022: $1,271,175Expenses 2022: $1,868,266Net Income 2022: -$597,0912022Revenue 2023: $836,599Expenses 2023: $1,767,155Net Income 2023: -$930,5562023Revenue 2024: $3,116,550Expenses 2024: $1,751,684Net Income 2024: $1,364,8662024

Highlighted filing

2017

Revenue$478,414
Expenses$641,961
Net Income-$163,547
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J YAEGER JRTrustee-$44,574-$44,574
ROBERT J KRALLTrustee-$44,574-$44,574
HOLLY S PLANINSICTrustee-$44,574-$44,574
ROBERT P FITZSIMMONSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Raymond a & Gertrude D
EIN
45-4168812
Phone
3042422300
Address
83 EDGINGTON LANE, WHEELING, WV 26003

Signing Officer

Name
Robert J Krall
Title
V-p & Treasurer/trustee
Phone
3042422300
Signed
2018-05-04
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm672,200 SHS TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68902 SHS TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691,564.00 SHS ULTRA PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70300 SHS UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711,750 SHS UNITED BANKSHARES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72900 SHS UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731,920 SHS VANGUARD INFO TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm741,802 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751,200 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm762,200 SHS WALGREEN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771,350 SHS WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7825,150.905 SHS WELLS FARGO ADVTG SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm794,480 SHS WEYERHAEUSER CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80200 SHS WP CAREY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81684 SHS ZIMMER HOLDINGS INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt960000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1160000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1260000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1570000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0200K AMER EXPRESS CD 1.6%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1100K ALLY BANK CD 1.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2100K ALLY BANK CD 1.55%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3150K BANK OF BARODA CD 1.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4200K BANK OF CHINA CD 1.4%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5100K BANK OF INDIA CD .95%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6100K BANK OF INDIA CD 1.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7150K CAPITAL ONE CD 1.65%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8200K COMPASS BANK CD 1.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt960K DISCOVER BANK CD 2.5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10100K FIRSTBANK CD 1.0%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1160K FIRST BUSINESS CD 2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1260K FIRST MERCHANTS CD 2.85%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1350K GOLDMAN SACHS BANK CD 1.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14100K GOLDMAN SACHS BANK CD 2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1570K GOLDMAN SACHS BANK CD 3.1%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16125K GOLDMAN SACHS BANK CD 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17100K ISRAEL DISCOUNT CD 1.45%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18200K MORGAN STANLEY CD 1.45%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19100K ORRSTOWN BANK CD 1.6%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20100K SAFRA NATL BANK CD 1.15%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21100K SALLIE MAE BANK CD 1.6%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2250K SALLIE MAE BANK CD 1.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23100K STATE BANK OF INDIA CD 2.2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24125K SYNCHRONY BANK CD 3.3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25100K SYNCHRONY BANK CD 1.15%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26150K WELLS FARGO BANK CD 1.55%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27200K BANK OF THE WEST CD 1.35%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0199369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt199570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt299392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3149897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4200021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt599929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt699976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7149171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8199856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt960172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1099775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1159624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1260790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1350067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1499604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1571360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16128733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1799794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18200029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1998715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2099814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2199880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2250065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2399885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24128733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2599995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26149661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27200010
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0248278
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0228303
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01833
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0478414
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0478414
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0228303
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt086919
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt046803
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0133722
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0503000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0503000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0248278
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0248278
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-163547
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02571078
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01833
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01833
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0228303
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0431601
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0760
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0590669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0641961
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0478414
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0478414
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt087669
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt046813
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0138961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-04-09

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,691,313
Liabilities
$0
Net assets
$9,691,313
Revenue
$478,414
Expenses
$641,961
Net income
-$163,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.00$23.4$3.12$1.75$1.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$0.00$22.0$0.84$1.77$0.93
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$0.00$22.9$1.27$1.87$0.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$0.00$23.5$1.34$1.56$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$0.00$23.7$1.19$0.85$0.34
2019Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$14.2$0.71$13.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.87$0.00$9.87$0.87$0.68$0.18
2017Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$0.48$0.64$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.85$0.00$9.85$0.41$0.68$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.34$0.68$0.34
2014Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.36$0.63$0.27
2013Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.34$0.08$0.26
2012Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.00