Civic Intelligence

Sarver Charitable Trust

990PF • Fiscal year 2020 • EIN 48-6298990

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

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

39th percentile

0.02x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.34x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

8th percentile

-96%

Higher net margin than 8% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$54,825

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

13th percentile

-5.4%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$7,548,528

Down $431,224 (-5.4%) from 2019

Net Assets

Down

$7,401,692

Down $417,549 (-5.3%) from 2019

Liabilities

Down

$146,836

Down $13,675 (-8.5%) from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin8th percentile

Revenue

Down

$435,339

Down $191,502 (-31%) from 2019

Expenses

Up

$852,888

Up $91,350 (+12%) from 2019

Net Income

Down

-$417,549

Down $282,852 (-210%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2020

Assets$7,548,528
Liabilities$146,836
Net Assets$7,401,692
Open 2020 Filing

Operations Trend

Revenue Growth17th 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

2020

Revenue$435,339
Expenses$852,888
Net Income-$417,549
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE PEOPLES BANKOfficer-$54,825-$54,825
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
2021-05-12
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/StockNm28JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31LYFT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MASSMUTUAL SELECT MID CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MIDWAY COOP, OSBORNE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MONDELEZ INTERNATIONAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43S&P SPDR CONSUMER DISCRETION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44S&P SPDR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45S&P SPDR FINANCIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46S&P SPDR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SPDR DOW JONES INDUSTRIAL AVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50STARBUCKS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51T ROWE PRICE GROWTH STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UBER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNILEVER PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VANGUARD COMMUNICATION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JPMORGAN TR I EMERGING MRKTS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MFS SER TR VI GLB EQTY FD R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NEW PERSPECTIVE FD INC CL F 3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64HONEYWELL INT'L INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VANGUARD S&P 500 INDEX ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66AMBEV SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD WORLD FD INTL GR FD ADM
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01760209
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01837860
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt065089
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt074676
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt021105
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt04236
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1779807
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0BUILDINGS & EQUIPMENT
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt025341
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1779807
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt05260
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt16456852
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0288360
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03977
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02567
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt041600
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt098835
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0435339
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0435339
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03977
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt022694
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt032131
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt054825
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0728872
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0715196
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0445
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0288360
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0288360
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-417549
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt041600
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt041600
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03521370
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02567
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02567
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03977
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0328141
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt041600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt036727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt098835
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt098835
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt037895
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0759366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0107198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0852888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0435339
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0435339
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt030494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0107198
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0137692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132003-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252010-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282011-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302010-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332013-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382011-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432010-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472011-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482010-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502002-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512015-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522010-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532012-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt551997-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562010-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572010-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582009-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612010-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622012-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672012-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682020-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692010-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702010-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712012-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt144862

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,548,528
Liabilities
$146,836
Net assets
$7,401,692
Revenue
$435,339
Expenses
$852,888
Net income
-$417,549
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
2020Detailed filing. Detailed filing data is available for this year.$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