Civic Intelligence

Sarver Charitable Trust

990PF • Fiscal year 2019 • EIN 48-6298990

Jan 01, 2019 to Dec 31, 2019 • Filed on May 27, 2020

Organization Profile
PO Box 307Smith Center, KS 66967

(785) 282-6682

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.26x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$56,240

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

30th percentile

-1.6%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-26%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$7,979,752

Down $128,815 (-1.6%) from 2018

Net Assets

Down

$7,819,241

Down $134,697 (-1.7%) from 2018

Liabilities

Up

$160,511

Up $5,882 (+3.8%) from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin17th percentile

Revenue

Down

$626,841

Down $224,254 (-26%) from 2018

Expenses

Down

$761,538

Down $48,348 (-6.0%) from 2018

Net Income

Down

-$134,697

Down $175,906 (-427%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$10M$5.0M$0Assets 2011: $8,626,833Liabilities 2011: $71,819Net Assets 2011: $8,555,0142011Assets 2012: $8,760,835Liabilities 2012: $200,029Net Assets 2012: $8,560,8062012Assets 2013: $8,725,945Liabilities 2013: $188,589Net Assets 2013: $8,537,3562013Assets 2014: $8,473,536Liabilities 2014: $173,256Net Assets 2014: $8,300,2802014Assets 2015: $8,226,132Liabilities 2015: $169,778Net Assets 2015: $8,056,3542015Assets 2016: $8,185,096Liabilities 2016: $174,300Net Assets 2016: $8,010,7962016Assets 2017: $8,068,394Liabilities 2017: $155,665Net Assets 2017: $7,912,7292017Assets 2018: $8,108,567Liabilities 2018: $154,629Net Assets 2018: $7,953,9382018Assets 2019: $7,979,752Liabilities 2019: $160,511Net Assets 2019: $7,819,2412019Assets 2020: $7,548,528Liabilities 2020: $146,836Net Assets 2020: $7,401,6922020Assets 2021: $7,462,125Liabilities 2021: $133,758Net Assets 2021: $7,328,3672021Assets 2022: $6,803,235Liabilities 2022: $131,5082022Assets 2023: $6,374,192Liabilities 2023: $128,3372023

Highlighted filing

2019

Assets$7,979,752
Liabilities$160,511
Net Assets$7,819,241
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $546,5192011Expenses 2012: $511,6482012Revenue 2013: $553,007Expenses 2013: $576,457Net Income 2013: -$23,4502013Revenue 2014: $464,724Expenses 2014: $701,800Net Income 2014: -$237,0762014Revenue 2015: $572,942Expenses 2015: $816,868Net Income 2015: -$243,9262015Revenue 2016: $766,409Expenses 2016: $811,967Net Income 2016: -$45,5582016Revenue 2017: $655,087Expenses 2017: $753,154Net Income 2017: -$98,0672017Revenue 2018: $851,095Expenses 2018: $809,886Net Income 2018: $41,2092018Revenue 2019: $626,841Expenses 2019: $761,538Net Income 2019: -$134,6972019Revenue 2020: $435,339Expenses 2020: $852,888Net Income 2020: -$417,5492020Revenue 2021: $750,485Expenses 2021: $823,810Net Income 2021: -$73,3252021Revenue 2022: $178,778Expenses 2022: $835,418Net Income 2022: -$656,6402022Revenue 2023: $300,838Expenses 2023: $726,710Net Income 2023: -$425,8722023

Highlighted filing

2019

Revenue$626,841
Expenses$761,538
Net Income-$134,697
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE PEOPLES BANKOfficer-$56,240-$56,240
PETE BOHMBoard Member-$0--
GEORGE EAKINBoard Member-$0--
PAUL S GREGORYBoard Member-$0--
LANCE R WOLTERSBoard Member-$0--
MELVIN WILCOXSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Sarver Charitable Trust
EIN
48-6298990
Phone
7852826682
Address
PO BOX 307, SMITH CENTER, KS 66967

Signing Officer

Name
The Peoples Bank
Title
Officer
Signed
2020-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Gudenkauf & Malone Inc
Address
PO BOX 631, RUSSELL, KS 67665
Preparer
Pamela Gudenkauf
Phone
7854836220
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BRANDES INTL SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CERNER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CIGNA CORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21COMPASS MINERALS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FEDERATED FUNDS KAUFMAN SML IS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FIDELITY SEL HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FIDELITY SELECT BIOTECH PORTFO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HARTFORD MUT FDS INC CORE EQUITY Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33INVESCO QQQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISAHRES MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHARES SELECT DIVIDEND INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARES TR U.S. PFD STK ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JOHN HANCOCK DISCIPLINED VAL M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LYFT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MASSMUTUAL SELECT MID CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MIDWAY COOP, OSBORNE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MONDELEZ INTERNATIONAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50OAKMARK INTERNATIONAL 109C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55S&P SPDR 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56S&P SPDR CONSUMER DISCRETION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57S&P SPDR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58S&P SPDR FINANCIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59S&P SPDR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SPDR DOW JONES INDUSTRIAL AVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63STARBUCKS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64T ROWE PRICE GROWTH STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UBER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNILEVER PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VALERO ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VANGUARD COMMUNICATION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD EQUITY INCOME ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VANGUARD INDEX FDS 500 IDX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78JPMORGAN TR I EMERGING MRKTS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MFS SER TR VI GLB EQTY FD R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NEW PERSPECTIVE FD INC CL F 3
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt03499172
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt03489008
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt080093
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt084931
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt020660
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt04681
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1779807
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0BUILDINGS & EQUIPMENT
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt025341
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1779807
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt08207
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt16727140
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0326481
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0170709
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01851
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt041580
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt086220
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0626841
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0626841
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0170709
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt023516
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt032724
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt056240
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0620545
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0626425
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0326481
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0326481
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-134697
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt041580
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt041580
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02051699
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01851
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01851
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0170709
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0523044
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt041580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt036786
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036786
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt086220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt086220
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt033842
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt033842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0651861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0103797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0761538
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0626841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0626841
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031316
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0103797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0135113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32003-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41998-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92000-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt211997-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252001-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272013-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292010-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302011-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322012-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332009-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372003-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382017-05-30

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,979,752
Liabilities
$160,511
Net assets
$7,819,241
Revenue
$626,841
Expenses
$761,538
Net income
-$134,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.37$0.13$0.30$0.73$0.43
2022Summary only. Only limited summary data is available for this year.$6.80$0.13$0.18$0.84$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.46$0.13$7.33$0.75$0.82$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.15$7.40$0.44$0.85$0.42
2019Detailed filing. Detailed filing data is available for this year.$7.98$0.16$7.82$0.63$0.76$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.15$7.95$0.85$0.81$0.04
2017Detailed filing. Detailed filing data is available for this year.$8.07$0.16$7.91$0.66$0.75$0.10
2016Detailed filing. Detailed filing data is available for this year.$8.19$0.17$8.01$0.77$0.81$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.23$0.17$8.06$0.57$0.82$0.24
2014Detailed filing. Detailed filing data is available for this year.$8.47$0.17$8.30$0.46$0.70$0.24
2013Detailed filing. Detailed filing data is available for this year.$8.73$0.19$8.54$0.55$0.58$0.02
2012Detailed filing. Detailed filing data is available for this year.$8.76$0.20$8.56$0.51
2011Detailed filing. Detailed filing data is available for this year.$8.63$0.07$8.56$0.55