Civic Intelligence

Victor and Virginia Voth Foundation

990PF • Fiscal year 2014 • EIN 46-0641656

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 21, 2015

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$41,723

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

1.7%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,683,707

Down $33,223 (-1.2%) from 2013

Net Assets

Down

$2,683,707

Down $33,223 (-1.2%) from 2013

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin20th percentile

Revenue

Up

$171,718

Up $2,952 (+1.7%) from 2013

Expenses

Up

$194,594

Up $94,203 (+94%) from 2013

Net Income

Down

-$22,876

Down $91,251 (-133%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,716,930Liabilities 2013: $0Net Assets 2013: $2,716,9302013Assets 2014: $2,683,707Liabilities 2014: $1Net Assets 2014: $2,683,7072014Assets 2015: $2,607,773Liabilities 2015: $0Net Assets 2015: $2,607,7732015Assets 2016: $2,438,945Liabilities 2016: $0Net Assets 2016: $2,438,9452016Assets 2017: $2,613,178Liabilities 2017: $0Net Assets 2017: $2,613,1782017Assets 2018: $2,629,648Liabilities 2018: $0Net Assets 2018: $2,629,6482018Assets 2019: $2,565,771Liabilities 2019: $0Net Assets 2019: $2,565,7712019Assets 2020: $2,533,724Liabilities 2020: $0Net Assets 2020: $2,533,7242020Assets 2021: $2,637,532Liabilities 2021: $0Net Assets 2021: $2,637,5322021Assets 2022: $2,492,830Liabilities 2022: $0Net Assets 2022: $2,492,8302022Assets 2023: $2,477,717Liabilities 2023: $0Net Assets 2023: $2,477,7172023Assets 2024: $2,431,334Liabilities 2024: $0Net Assets 2024: $2,431,3342024

Highlighted filing

2014

Assets$2,683,707
Liabilities$1
Net Assets$2,683,707
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

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

$400K$200K$0-$200KRevenue 2013: $168,766Expenses 2013: $100,391Net Income 2013: $68,3752013Revenue 2014: $171,718Expenses 2014: $194,594Net Income 2014: -$22,8762014Revenue 2015: $110,430Expenses 2015: $194,183Net Income 2015: -$83,7532015Revenue 2016: $23,281Expenses 2016: $191,117Net Income 2016: -$167,8362016Revenue 2017: $337,561Expenses 2017: $161,955Net Income 2017: $175,6062017Revenue 2018: $187,633Expenses 2018: $168,421Net Income 2018: $19,2122018Revenue 2019: $131,263Expenses 2019: $195,543Net Income 2019: -$64,2802019Revenue 2020: $146,340Expenses 2020: $177,450Net Income 2020: -$31,1102020Revenue 2021: $255,676Expenses 2021: $149,038Net Income 2021: $106,6382021Revenue 2022: $39,184Expenses 2022: $187,289Net Income 2022: -$148,1052022Revenue 2023: $169,305Expenses 2023: $183,874Net Income 2023: -$14,5692023Revenue 2024: $143,030Expenses 2024: $189,046Net Income 2024: -$46,0162024

Highlighted filing

2014

Revenue$171,718
Expenses$194,594
Net Income-$22,876
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$41,723-$41,723
Filing and Contact Details

Filer

Filer Name
Victor and Virginia Voth Foundation
EIN
46-0641656
Phone
8003523705
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2015-04-21
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8014040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8217275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84194162103 COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8520825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87268648102 E M C CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88277923728 EATON VANCE GLOBAL M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8930231G102 EXXON MOBIL CORPORAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90369604103 GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91370334104 GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9238141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9338259P508 GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97464286673 ISHARES MSCI SINGAPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98464286830 ISHARES MSCI MALAYSI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99464287168 ISHARES SELECT DIVID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100464287234 ISHARES MSCI EMERGIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102464287507 ISHARES CORE S&P MID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103464287804 ISHARES CORE S&P SMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10446428Q109 ISHARES SILVER TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10546625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10858155Q103 MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11061760X836 MORGAN STANLEY INS F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11168389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112683974505 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113740189105 PRECISION CASTPARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11674925K581 ROBECO BP LNG/SHRT R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11778463X863 SPDR DJ WILSHIRE INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11881369Y100 AMEX MATERIALS SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11981369Y209 AMEX HEALTH CARE SPD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12081369Y407 AMEX CONSUMER DISCR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12181369Y506 AMEX ENERGY SELECT S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12281369Y605 FINANCIAL SELECT SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12381369Y886 AMEX UTILITIES SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12487612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12688579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127902973304 US BANCORP DEL NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13091324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131922908553 VANGUARD REIT VIPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13292826C839 VISA INC-CLASS A SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13409247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135277923751 PARAMETRIC EMRG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13638259P706 GOOGLE INC-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137464288877 ISHARES MSCI EAFE VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13846429B705 ISHARES MSCI RUSSIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139589509207 MERGER FUND-INST #30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140683974604 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14181369Y803 AMEX TECHNOLOGY SELE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142872540109 TJX COS INC NEW
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0292348
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0302438
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt085740
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt085963
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt015
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0171718
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0171718
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt085963
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010431
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt031292
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt041723
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt067999
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt085740
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-22876
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0714264
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt085963
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0121436
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01239
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0161431
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032541
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0194594
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0153977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0171718
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011431
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032541
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044594
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152008-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252012-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272013-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342012-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-10-26

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,683,707
Liabilities
$1
Net assets
$2,683,707
Revenue
$171,718
Expenses
$194,594
Net income
-$22,876
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.14$0.19$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.17$0.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.04$0.19$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.26$0.15$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.15$0.18$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.13$0.20$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.19$0.17$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.34$0.16$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.02$0.19$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.11$0.19$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.17$0.19$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.17$0.10$0.07
Peer Organizations

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