Civic Intelligence

Henry E Haller Jr Foundation

990PF • Fiscal year 2013 • EIN 52-2250015

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 02, 2014

Organization Profile
2100 South Ocean Lane No 110133316

(954) 764-6260

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$36,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

99th percentile

535%

Faster asset growth than 99% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

99th percentile

3215%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$37,304,097

Up $31,429,714 (+535%) from 2012

Net Assets

$37,302,007

No earlier filing loaded for comparison.

Liabilities

Down

$2,090

Down $769 (-27%) from 2012

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin97th percentile

Revenue

Up

$33,189,465

Up $32,188,194 (+3215%) from 2012

Expenses

Up

$1,758,982

Up $1,404,878 (+397%) from 2012

Net Income

Up

$31,430,483

Up $30,783,316 (+4757%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$60M$40M$20M$0Assets 2010: $5,184,685Liabilities 2010: $7,056Net Assets 2010: $5,177,6292010Assets 2011: $5,225,324Liabilities 2011: $967Net Assets 2011: $5,224,3572011Assets 2012: $5,874,383Liabilities 2012: $2,8592012Assets 2013: $37,304,097Liabilities 2013: $2,090Net Assets 2013: $37,302,0072013Assets 2014: $41,223,112Liabilities 2014: $1,045Net Assets 2014: $41,222,0672014Assets 2015: $41,708,356Liabilities 2015: $257,374Net Assets 2015: $41,450,9822015Assets 2016: $48,517,133Liabilities 2016: $5,222Net Assets 2016: $48,511,9112016Assets 2017: $48,606,882Liabilities 2017: $0Net Assets 2017: $48,606,8822017Assets 2018: $45,405,677Liabilities 2018: $1,045Net Assets 2018: $45,404,6322018Assets 2019: $45,855,102Liabilities 2019: $1,045Net Assets 2019: $45,854,0572019Assets 2020: $45,710,424Liabilities 2020: $1,035Net Assets 2020: $45,709,3892020Assets 2021: $46,798,769Liabilities 2021: $1,035Net Assets 2021: $46,797,7342021Assets 2022: $43,550,113Liabilities 2022: $26,397Net Assets 2022: $43,523,7162022Assets 2023: $43,586,209Liabilities 2023: $25,632Net Assets 2023: $43,560,5772023Assets 2024: $45,278,950Liabilities 2024: $0Net Assets 2024: $45,278,9502024

Highlighted filing

2013

Assets$37,304,097
Liabilities$2,090
Net Assets$37,302,007
Open 2013 Filing

Operations Trend

Revenue Growth99th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $297,8082010Expenses 2011: $254,2322011Revenue 2012: $1,001,271Expenses 2012: $354,104Net Income 2012: $647,1672012Revenue 2013: $33,189,465Expenses 2013: $1,758,982Net Income 2013: $31,430,4832013Revenue 2014: $5,831,935Expenses 2014: $1,911,875Net Income 2014: $3,920,0602014Revenue 2015: $1,701,176Expenses 2015: $1,472,261Net Income 2015: $228,9152015Revenue 2016: $9,741,903Expenses 2016: $2,680,974Net Income 2016: $7,060,9292016Revenue 2017: $1,662,373Expenses 2017: $1,567,402Net Income 2017: $94,9712017Revenue 2018: $1,365,784Expenses 2018: $4,568,034Net Income 2018: -$3,202,2502018Revenue 2019: $3,981,064Expenses 2019: $3,531,639Net Income 2019: $449,4252019Revenue 2020: $3,414,689Expenses 2020: $3,559,357Net Income 2020: -$144,6682020Revenue 2021: $5,043,845Expenses 2021: $3,955,500Net Income 2021: $1,088,3452021Revenue 2022: $2,525,379Expenses 2022: $3,736,655Net Income 2022: -$1,211,2762022Revenue 2023: $4,274,299Expenses 2023: $4,237,009Net Income 2023: $37,2902023Revenue 2024: $6,367,413Expenses 2024: $4,647,809Net Income 2024: $1,719,6042024

Highlighted filing

2013

Revenue$33,189,465
Expenses$1,758,982
Net Income$31,430,483
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 2, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA B HALLERExecutive Director/TrusteePT$36,000-$36,000
JOSEPH S SCHERLE CPATrustee-$0--
KEVIN D BOYCE ESQTrustee-$0--
Filing and Contact Details

Filer

EIN
52-2250015
Phone
9547646260

Signing Officer

Name
Joseph S Scherle
Title
Executive Director
Phone
9547646260
Signed
2014-06-02
Discuss with paid preparer
Yes

Preparer

Preparer
Joseph S Scherle
Phone
4122818270
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01088223
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt033239
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt04096
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01121462
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04096
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01125558
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06175
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt059039
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01610309
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01610309
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt032063907
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0890497
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01088223
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt031430483
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0918014
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt033239
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0863026
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt016132
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt016132
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04096
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt071825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt080916
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02065
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05685
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01665881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt086510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01758982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0949536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033189465
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt055572
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt086510
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0148673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt254398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt351105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt427145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt525010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt625328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt750010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8417372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9153849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt071599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-4398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-17372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-3849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt143517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt164298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt071599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-17372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-3849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt143517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt164298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt076327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt164298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BERKSHIRE HATHAWAY B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANK OF AMERICA 4.875%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2IBM CORP. 7.5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PEPSICO 4.65%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VULCAN MATERIALS 6.3%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CLINTON COUNTY PA 3.81%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MATAWAN-ABERDEEN 5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NORFOLK VA 2.09%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PUERTO RICO HSG 5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ZIONSVILLE IN 5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ABBOT LABS CALL 75 1/19/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BP PLC CALL 47 1/19/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12EXXON CALL 100 1/19/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PEPSICO CALL 75 1/19/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14PEPSICO CALL 75 1/19/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15DELL, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-01-15

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,304,097
Liabilities
$2,090
Net assets
$37,302,007
Revenue
$33,189,465
Expenses
$1,758,982
Net income
$31,430,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.3$0.00$45.3$6.37$4.65$1.72
2023Detailed filing. Detailed filing data is available for this year.$43.6$0.03$43.6$4.27$4.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$43.6$0.03$43.5$2.53$3.74$1.21
2021Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$5.04$3.96$1.09
2020Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$3.41$3.56$0.14
2019Detailed filing. Detailed filing data is available for this year.$45.9$0.00$45.9$3.98$3.53$0.45
2018Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$1.37$4.57$3.20
2017Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$1.66$1.57$0.09
2016Detailed filing. Detailed filing data is available for this year.$48.5$0.01$48.5$9.74$2.68$7.06
2015Detailed filing. Detailed filing data is available for this year.$41.7$0.26$41.5$1.70$1.47$0.23
2014Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$5.83$1.91$3.92
2013Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$33.2$1.76$31.4
2012Summary only. Only limited summary data is available for this year.$5.87$0.00$1.00$0.35$0.65
2011Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.22$0.25
2010Detailed filing. Detailed filing data is available for this year.$5.18$0.01$5.18$0.30