Civic Intelligence

Glen Helgeson Foundation

990PF • Fiscal year 2017 • EIN 46-4350306

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 26, 2018

Organization Profile
90 South 7th Street - N9305-111Minneapolis, MN 55479

(612) 667-9094

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.05x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-141%

Higher net margin than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$12,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

20th percentile

-4.1%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

79%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,527,742

Down $108,941 (-4.1%) from 2016

Net Assets

Down

$2,523,970

Down $112,490 (-4.3%) from 2016

Liabilities

Up

$3,772

Up $3,549 (+1591%) from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin3rd percentile

Revenue

Up

$79,619

Up $35,084 (+79%) from 2016

Expenses

Down

$192,109

Down $1,974 (-1.0%) from 2016

Net Income

Up

-$112,490

Up $37,058 (+25%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,000,002Liabilities 2013: $02013Assets 2014: $2,959,146Liabilities 2014: $0Net Assets 2014: $2,959,1462014Assets 2015: $2,786,722Liabilities 2015: $714Net Assets 2015: $2,786,0082015Assets 2016: $2,636,683Liabilities 2016: $223Net Assets 2016: $2,636,4602016Assets 2017: $2,527,742Liabilities 2017: $3,772Net Assets 2017: $2,523,9702017Assets 2018: $2,587,328Liabilities 2018: $733Net Assets 2018: $2,586,5952018Assets 2019: $2,457,974Liabilities 2019: $594Net Assets 2019: $2,457,3802019Assets 2020: $2,329,263Liabilities 2020: $456Net Assets 2020: $2,328,8072020Assets 2021: $2,343,175Liabilities 2021: $0Net Assets 2021: $2,343,1752021Assets 2022: $2,213,601Liabilities 2022: $0Net Assets 2022: $2,213,6012022Assets 2023: $2,124,816Liabilities 2023: $0Net Assets 2023: $2,124,8162023Assets 2024: $2,491,325Liabilities 2024: $0Net Assets 2024: $2,491,3252024

Highlighted filing

2017

Assets$2,527,742
Liabilities$3,772
Net Assets$2,523,970
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $3,000,002Expenses 2013: $0Net Income 2013: $3,000,0022013Revenue 2014: $50,958Expenses 2014: $91,814Net Income 2014: -$40,8562014Revenue 2015: $32,681Expenses 2015: $205,819Net Income 2015: -$173,1382015Revenue 2016: $44,535Expenses 2016: $194,083Net Income 2016: -$149,5482016Revenue 2017: $79,619Expenses 2017: $192,109Net Income 2017: -$112,4902017Revenue 2018: $266,333Expenses 2018: $203,708Net Income 2018: $62,6252018Revenue 2019: $82,300Expenses 2019: $211,515Net Income 2019: -$129,2152019Revenue 2020: $85,523Expenses 2020: $214,096Net Income 2020: -$128,5732020Revenue 2021: $229,154Expenses 2021: $214,786Net Income 2021: $14,3682021Revenue 2022: $100,216Expenses 2022: $229,790Net Income 2022: -$129,5742022Revenue 2023: $137,057Expenses 2023: $217,842Net Income 2023: -$80,7852023Revenue 2024: $576,145Expenses 2024: $209,636Net Income 2024: $366,5092024

Highlighted filing

2017

Revenue$79,619
Expenses$192,109
Net Income-$112,490
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 26, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLEN HELGESONPresident & TreasurerPT$12,000-$12,000
RITA PENROD HELGESONExecutive Director & SecrePT$12,000-$12,000
PAUL HELGESONVice President-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
The Helgeson Foundation
EIN
46-4350306
Phone
6126679094
Address
90 SOUTH 7TH STREET - N9305-111, MINNEAPOLIS, MN 55479

Signing Officer

Name
Glen Helgson
Title
President
Phone
6126679094
Signed
2018-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Thoresen Diaby Helle Condon & Dodge Inc
Address
600 HIGHWAY 169 SOUTH SUITE 1960, MINNEAPOLIS, MN 55426
Preparer
Kathy C Diaby CPA
Phone
7635452353
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25LITHIA MOTORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NEWELL BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NUTRI SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NVR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32OXFORD INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PAX WORLD SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PROLOGIS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ROCHE HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SNAP ON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39T ROWE PRICE INTL FDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40TENNECO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VANGUARD REIT VIPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TUPPERWARE BRANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTER PARFUMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54AFFILIATED MANAGERS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55AMERICAN EQUITY INVT LIFE HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WALKER & DUNLOP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ALIGN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AMERISOURCEBERGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59EMERGENT BIOSOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60GLOBUS MEDICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61UNITED THERAPEUTICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ATLAS AIR WORLDWIDE HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63HAWAIIAN HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64KLX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LENNOX INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66REGAL BELOIT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ROBERT HALF INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TREX COMPANY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UBIQUITI NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70UNITED RENTAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WABASH NATL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ARROW ELECTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73CIRRUS LOGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74DST SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75EURONET WORLDWIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76IPG PHOTONICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MANHATTAN ASSOCIATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78METTLER-TOLEDO INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80GRAPHIC PACKAGING HLDGCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81POLYONE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ORMAT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SERVISFIRST BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MEDICAL PPTYS TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85POTLATCH HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87CLOROX CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88LABORATORY CRP OF AMER HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TAIWAN SEMICONDUCTOR MFG - ADR
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0400274
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0388605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DIVIDENDS IN TRANSIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt039043
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012839
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt026887
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0850
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt079619
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt079619
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01691
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01691
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03382
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012839
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0124300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0124300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt039043
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt039043
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-112490
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0792059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt026887
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt026887
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012839
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt032584
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032644
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032644
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0973
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0130433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0192109
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt079619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt079619
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06133
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047035
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt067809
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0517
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-02-08

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Filings

Displayed year

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

Open filing
Assets
$2,527,742
Liabilities
$3,772
Net assets
$2,523,970
Revenue
$79,619
Expenses
$192,109
Net income
-$112,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.58$0.21$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.14$0.22$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.10$0.23$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.23$0.21$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.09$0.21$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.08$0.21$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.27$0.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.52$0.08$0.19$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.04$0.19$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.03$0.21$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.05$0.09$0.04
2013Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$0.00$3.00