Civic Intelligence

Commonwealth Transfusion Foundation

990PF • Fiscal year 2015 • EIN 54-1562993

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 01, 2016

Organization Profile

View Organization Page

301 Concourse Boulevard Ste 110Glen Allen, VA 23059

(804) 934-0284

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.03x

Higher debt load relative to revenue than 9% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

12th percentile

-11%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$236,900

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

39th percentile

-0.4%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-42%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$27,643,942

Down $105,734 (-0.4%) from 2014

Net Assets

Down

$27,610,804

Down $112,976 (-0.4%) from 2014

Liabilities

Up

$33,138

Up $7,242 (+28%) from 2014

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin12th percentile

Revenue

Down

$985,195

Down $718,721 (-42%) from 2014

Expenses

Down

$1,094,242

Down $9,423 (-0.9%) from 2014

Net Income

Down

-$109,047

Down $709,298 (-118%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$40M$30M$20M$10M$0Assets 2011: $22,538,793Liabilities 2011: $545,530Net Assets 2011: $21,993,2632011Assets 2012: $25,466,494Liabilities 2012: $484,656Net Assets 2012: $24,981,8382012Assets 2013: $29,671,797Liabilities 2013: $86,3602013Assets 2014: $27,749,676Liabilities 2014: $25,896Net Assets 2014: $27,723,7802014Assets 2015: $27,643,942Liabilities 2015: $33,138Net Assets 2015: $27,610,8042015Assets 2016: $27,435,720Liabilities 2016: $329,7292016Assets 2019: $33,580,567Liabilities 2019: $208,613Net Assets 2019: $33,371,9542019Assets 2020: $34,542,251Liabilities 2020: $265,762Net Assets 2020: $34,276,4892020Assets 2021: $39,077,686Liabilities 2021: $178,661Net Assets 2021: $38,899,0252021Assets 2022: $29,852,900Liabilities 2022: $174,853Net Assets 2022: $29,678,0472022Assets 2023: $31,595,405Liabilities 2023: $173,559Net Assets 2023: $31,421,8462023Assets 2024: $36,434,318Liabilities 2024: $192,306Net Assets 2024: $36,242,0122024

Highlighted filing

2015

Assets$27,643,942
Liabilities$33,138
Net Assets$27,610,804
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,414,709Expenses 2011: $5,414,709Net Income 2011: $02011Expenses 2012: $5,532,7982012Revenue 2013: $1,955,585Expenses 2013: $431,179Net Income 2013: $1,524,4062013Revenue 2014: $1,703,916Expenses 2014: $1,103,665Net Income 2014: $600,2512014Revenue 2015: $985,195Expenses 2015: $1,094,242Net Income 2015: -$109,0472015Revenue 2016: $954,515Expenses 2016: $1,460,944Net Income 2016: -$506,4292016Revenue 2019: $1,353,453Expenses 2019: $1,703,989Net Income 2019: -$350,5362019Revenue 2020: $2,356,444Expenses 2020: $2,044,102Net Income 2020: $312,3422020Revenue 2021: $2,742,951Expenses 2021: $2,235,107Net Income 2021: $507,8442021Revenue 2022: $1,519,083Expenses 2022: $2,187,976Net Income 2022: -$668,8932022Revenue 2023: $7,585,411Expenses 2023: $2,206,256Net Income 2023: $5,379,1552023Revenue 2024: $1,602,076Expenses 2024: $2,919,897Net Income 2024: -$1,317,8212024

Highlighted filing

2015

Revenue$985,195
Expenses$1,094,242
Net Income-$109,047
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 1, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E CARDEN PHDCEO And PresFT$236,900-$236,900
FREDDY COBBBoard Chair-$0--
PAMELA CLARK MDDirector-$0--
TRAVIS COLLINS PHDDirector-$0--
SALLIE S COOK MDSecretary-$0--
JAMES B EDGE JR MBA CPA-ABVTreasurer-$0--
JOSEPH T FIELDENVice Chair-$0--
RONALD C HALLDirector-$0--
SUSAN DEWBERRY MTASCPSBBDirector-$0--
LARUENS SARTORISDirector-$0--
KEVIN SCHECKELHOFF RPHMBADirector-$0--
REGINALD GORDON ESQDirector-$0--
Filing and Contact Details

Filer

Filer Name
Virginia Blood Foundation
EIN
54-1562993
Phone
8049340284
Address
301 CONCOURSE BOULEVARD STE 110, GLEN ALLEN, VA 23059

Signing Officer

Name
Robert Carden
Title
President
Phone
8049340284
Signed
2016-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Harris Hardy & Johnstone Pc
Address
300 ARBORETUM PL STE 660, RICHMOND, VA 23236
Preparer
William E Hardy
Phone
8045600560
Raw XML AppendixShowing 400 of 767 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt88308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-1381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt107150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt125881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-1295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt165232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt183248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt192306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2069103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2113207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2216315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt412862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt88308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-1381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt107150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt125881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-1295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt165232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt183248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2069103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2113207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2216315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt140000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt260000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt340000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt440000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt580000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt78856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1030500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1140000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1347000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1426700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt158722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt167500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1829500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1913000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt208974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21260000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2365000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
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/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02012 TOYOTA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD TOTAL STOCK MKT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD TOTAL BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD TOTAL STOCK MKT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD TOTAL BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VANGUARD REIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VANGUARD TOTAL BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD REIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VANGUARD TOTAL BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD REIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD INTERMEDIATE TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VANGUARD REIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VANGUARD INTERMEDIATE TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13VANGUARD REIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14VANGUARD INTERMEDIATE TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15VANGUARD REIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17VANGUARD REIT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18VANGUARD SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19VANGUARD TOTAL STOCK MKT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20VANGUARD TOTAL STOCK MKT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21VANGUARD TOTAL STOCK MKT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22VANGUARD TOTAL STOCK MKT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23VANGUARD TOTAL STOCK MKT INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222015-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232015-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0161347
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0708
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-109047
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03929
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027614733
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027723780
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027610804
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01484681
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01484681
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01484681
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01502256
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017575
IRS990PF/DistributableAmountGrp/TotalTaxAmt017575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018895
IRS990PF/FMVAssetsEOYAmt028752222
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt011143
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt010972
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01575
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01625
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01575
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01575
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0166336
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt072196
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt072196
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt014704
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt065667
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt038613
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt050963
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt050963
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt018895
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01320
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01320
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt027517866
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt027504641
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt028612921
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt014753
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt022166
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt06341
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt013247
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt013247
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt027749676
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027643942
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt028752222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt025896
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt033138
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt027749676
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027643942

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Filings

Displayed year

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

Open filing
Assets
$27,643,942
Liabilities
$33,138
Net assets
$27,610,804
Revenue
$985,195
Expenses
$1,094,242
Net income
-$109,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.4$0.19$36.2$1.60$2.92$1.32
2023Detailed filing. Detailed filing data is available for this year.$31.6$0.17$31.4$7.59$2.21$5.38
2022Detailed filing. Detailed filing data is available for this year.$29.9$0.17$29.7$1.52$2.19$0.67
2021Detailed filing. Detailed filing data is available for this year.$39.1$0.18$38.9$2.74$2.24$0.51
2020Detailed filing. Detailed filing data is available for this year.$34.5$0.27$34.3$2.36$2.04$0.31
2019Detailed filing. Detailed filing data is available for this year.$33.6$0.21$33.4$1.35$1.70$0.35
2016Summary only. Only limited summary data is available for this year.$27.4$0.33$0.95$1.46$0.51
2015Detailed filing. Detailed filing data is available for this year.$27.6$0.03$27.6$0.99$1.09$0.11
2014Detailed filing. Detailed filing data is available for this year.$27.7$0.03$27.7$1.70$1.10$0.60
2013Summary only. Only limited summary data is available for this year.$29.7$0.09$1.96$0.43$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$0.48$25.0$5.53
2011Summary only. Only limited summary data is available for this year.$22.5$0.55$22.0$5.41$5.41$0.00