Civic Intelligence

Phyllis a Beneke Scholarship Fund

990PF • Fiscal year 2016 • EIN 55-6106147

Mar 01, 2015 to Feb 29, 2016 • Filed on Aug 31, 2016

Organization Profile
1 Bank PlazaWheeling, WV 26003

(304) 234-9400

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$12,038

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

71st percentile

7.8%

Faster asset growth than 71% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

121%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,875,543

Up $206,920 (+7.8%) from 2015

Net Assets

$2,875,543

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin91st percentile

Revenue

Up

$378,122

Up $206,963 (+121%) from 2015

Expenses

Up

$173,391

Up $6,610 (+4.0%) from 2015

Net Income

Up

$204,731

Up $200,353 (+4576%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,656,633Liabilities 2011: $0Net Assets 2011: $2,656,6332011Assets 2012: $2,569,682Liabilities 2012: $0Net Assets 2012: $2,569,6822012Assets 2013: $2,559,386Liabilities 2013: $02013Assets 2014: $2,663,245Liabilities 2014: $02014Assets 2015: $2,668,623Liabilities 2015: $02015Assets 2016: $2,875,543Liabilities 2016: $0Net Assets 2016: $2,875,5432016Assets 2017: $2,770,625Liabilities 2017: $0Net Assets 2017: $2,770,6252017Assets 2018: $2,754,357Liabilities 2018: $0Net Assets 2018: $2,754,3572018Assets 2019: $2,797,911Liabilities 2019: $0Net Assets 2019: $2,797,9112019Assets 2020: $2,793,911Liabilities 2020: $0Net Assets 2020: $2,793,9112020Assets 2021: $2,829,042Liabilities 2021: $0Net Assets 2021: $2,829,0422021Assets 2022: $3,024,136Liabilities 2022: $0Net Assets 2022: $3,024,1362022Assets 2023: $2,966,676Liabilities 2023: $0Net Assets 2023: $2,966,6762023Assets 2024: $2,944,127Liabilities 2024: $0Net Assets 2024: $2,944,1272024Assets 2025: $3,051,751Liabilities 2025: $0Net Assets 2025: $3,051,7512025

Highlighted filing

2016

Assets$2,875,543
Liabilities$0
Net Assets$2,875,543
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$400K$200K$0-$200KExpenses 2011: $144,1142011Expenses 2012: $161,3202012Revenue 2013: $142,908Expenses 2013: $159,331Net Income 2013: -$16,4232013Revenue 2014: $254,152Expenses 2014: $151,118Net Income 2014: $103,0342014Revenue 2015: $171,159Expenses 2015: $166,781Net Income 2015: $4,3782015Revenue 2016: $378,122Expenses 2016: $173,391Net Income 2016: $204,7312016Revenue 2017: $56,560Expenses 2017: $161,478Net Income 2017: -$104,9182017Revenue 2018: $152,427Expenses 2018: $171,471Net Income 2018: -$19,0442018Revenue 2019: $227,282Expenses 2019: $183,728Net Income 2019: $43,5542019Revenue 2020: $165,164Expenses 2020: $169,164Net Income 2020: -$4,0002020Revenue 2021: $205,621Expenses 2021: $170,490Net Income 2021: $35,1312021Revenue 2022: $368,145Expenses 2022: $174,551Net Income 2022: $193,5942022Revenue 2023: $139,473Expenses 2023: $203,001Net Income 2023: -$63,5282023Revenue 2024: $171,726Expenses 2024: $194,275Net Income 2024: -$22,5492024Revenue 2025: $292,983Expenses 2025: $185,859Net Income 2025: $107,1242025

Highlighted filing

2016

Revenue$378,122
Expenses$173,391
Net Income$204,731
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2015 to Feb 29, 2016
Signed
Aug 31, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Successor Trustee-$12,038-$12,038
Filing and Contact Details

Filer

Filer Name
Phyllis a Beneke
EIN
55-6106147
Phone
3042349400
Address
1 BANK PLAZA, WHEELING, WV 26003

Signing Officer

Name
Anthony J Habbit
Title
Senior VP
Phone
3042349400
Signed
2016-08-31
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PRICELINE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TIME WARNER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TWENTY-FIRST CENTURY FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UNITED CONTINENTAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102YUM! BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103ACTAVIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106PERRIGO CO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107ACE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108AVAGO TECHNOLOGIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110ABERDEEN EMERGING MKTS FD - IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111AETNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112I SHARES RUSSELL 2000 INDEX FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113I SHARES MSCI ACWX INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114INVESCO INT'L GROWTH FD - I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119BORGWARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125WESMARK GROWTH FUND #549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126WESMARK SMALL COMPANY GROWTH F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127CERNER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129CHURCH & DWIGHT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130CONTINENTAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135HOTCHKIS & WILEY MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137LENNAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138MACY'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141VANGUARD EQUITY INCOME FD ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143PRIMECAP ODYSSEY AGGRESSIVE GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146NATIONAL RETAIL PROPERTIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149SPLUNK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151US BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUINOX CAMPBELL STRATEGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GOTHAM ABSOLUTE RETURN FUND -
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GATEWAY FUND CLASS Y #1986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GOLDMAN SACHS STRATEGIC INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HSBC TOTAL RETURN FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PIMCO COMMODITY PLUS STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6INVESCO BALANCED-RISK ALLOCATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7INVESCO BALANCED RISK COMMODIT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt050235
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0327887
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0378122
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0378122
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0327887
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03010
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09029
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012038
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0143500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0143500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt050235
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt050235
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0204731
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03395653
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01468
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01468
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0327887
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0357524
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012038
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0563
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03563
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0149795
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020598
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0173391
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0378122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0378122
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06295
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020598
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029891
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122002-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt141996-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182009-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-05-06

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,875,543
Liabilities
$0
Net assets
$2,875,543
Revenue
$378,122
Expenses
$173,391
Net income
$204,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.00$3.05$0.29$0.19$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.17$0.19$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.14$0.20$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.37$0.17$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.21$0.17$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.17$0.17$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.23$0.18$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$0.15$0.17$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.06$0.16$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.38$0.17$0.20
2015Summary only. Only limited summary data is available for this year.$2.67$0.00$0.17$0.17$0.00
2014Summary only. Only limited summary data is available for this year.$2.66$0.00$0.25$0.15$0.10
2013Summary only. Only limited summary data is available for this year.$2.56$0.00$0.14$0.16$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.14