Civic Intelligence

Henry E Haller Jr Foundation

990PF • Fiscal year 2015 • EIN 52-2250015

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 19, 2016

Organization Profile
2100 South Ocean Lane No 1511Fort Lauderdale, FL 33316

(954) 764-6260

Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

39th percentile

0.15x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

17th percentile

$36,000

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

49th percentile

1.2%

Faster asset growth than 49% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$41,708,356

Up $485,244 (+1.2%) from 2014

Net Assets

Up

$41,450,982

Up $228,915 (+0.6%) from 2014

Liabilities

Up

$257,374

Up $256,329 (+24529%) from 2014

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin68th percentile

Revenue

Down

$1,701,176

Down $4,130,759 (-71%) from 2014

Expenses

Down

$1,472,261

Down $439,614 (-23%) from 2014

Net Income

Down

$228,915

Down $3,691,145 (-94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2015

Assets$41,708,356
Liabilities$257,374
Net Assets$41,450,982
Open 2015 Filing

Operations Trend

Revenue Growth3rd 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

2015

Revenue$1,701,176
Expenses$1,472,261
Net Income$228,915
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 19, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay17th 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

Filer Name
Henry E Haller Jr Foundation
EIN
52-2250015
Phone
9547646260
Address
2100 SOUTH OCEAN LANE NO 1511, FORT LAUDERDALE, FL 33316

Signing Officer

Name
Joseph S Scherle
Title
Executive Director
Phone
9547646260
Signed
2016-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Love Scherle & Bauer Pc
Address
310 GRANT STREET SUITE 1020, PITTSBURGH, PA 15219-2295
Preparer
Joseph S Scherle
Phone
4122818270
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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt03434974
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt03344013
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt05008329
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt04999310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt019321
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2496580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3448900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4429045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5429601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PLUM CREEK TIMBER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1RAYONIER REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD DEVELOPING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HCP REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5WELLTOWER REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt028632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2514080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3327100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4363280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5493217
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/ExclusionAmt01261502
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-268181
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0993321
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0993321
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01254600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01254600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0707855
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01177926
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01261502
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0228915
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03115189
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-268181
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01068393
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt032499
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt032499
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt095906
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0103101
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02065
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04627
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt036471
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01328054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0109533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01472261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01177926
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01701176
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt073454
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0109533
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0217661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02004-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72010-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt219796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt360600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4416065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6258665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt750901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8421840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt948965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10413800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1150106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12416006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1351853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14519620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15517605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1655727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1725010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-11764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-12901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-106021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-2267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-21840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-13800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-16006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-1853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-19620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-17605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-5727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1811577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-8227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-11764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-12901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-106021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-2267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-21840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-13800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-16006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-1853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-19620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-17605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-5727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1811577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt347699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4310044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6256398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1725000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1811577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,708,356
Liabilities
$257,374
Net assets
$41,450,982
Revenue
$1,701,176
Expenses
$1,472,261
Net income
$228,915
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