Civic Intelligence

Daniel - Mickel Foundation

990PF • Fiscal year 2023 • EIN 57-0673409

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 10, 2025

Organization Profile
PO Box 9278Greenville, SC 29604

(864) 271-7171

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

25th percentile

$6,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

30th percentile

-1.0%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

143%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$13,404,726

Down $130,471 (-1.0%) from 2022

Net Assets

Down

$13,402,481

Down $126,216 (-0.9%) from 2022

Liabilities

Down

$2,245

Down $4,255 (-65%) from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin20th percentile

Revenue

Up

$733,508

Up $431,956 (+143%) from 2022

Expenses

Down

$862,129

Down $108,719 (-11%) from 2022

Net Income

Up

-$128,621

Up $540,675 (+81%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,899,269Liabilities 2011: $1002011Assets 2012: $11,453,774Liabilities 2012: $2,500Net Assets 2012: $11,451,2742012Assets 2013: $12,083,766Liabilities 2013: $0Net Assets 2013: $12,083,7662013Assets 2014: $13,666,639Liabilities 2014: $8,130Net Assets 2014: $13,658,5092014Assets 2015: $13,608,961Liabilities 2015: $12,600Net Assets 2015: $13,596,3612015Assets 2016: $13,277,486Liabilities 2016: $4,940Net Assets 2016: $13,272,5462016Assets 2017: $13,406,514Liabilities 2017: $4,800Net Assets 2017: $13,401,7142017Assets 2018: $13,117,161Liabilities 2018: $0Net Assets 2018: $13,117,1612018Assets 2019: $14,166,144Liabilities 2019: $7,205Net Assets 2019: $14,158,9392019Assets 2020: $13,983,594Liabilities 2020: $7,600Net Assets 2020: $13,975,9942020Assets 2021: $14,212,305Liabilities 2021: $10,420Net Assets 2021: $14,201,8852021Assets 2022: $13,535,197Liabilities 2022: $6,500Net Assets 2022: $13,528,6972022Assets 2023: $13,404,726Liabilities 2023: $2,245Net Assets 2023: $13,402,4812023Assets 2024: $13,749,716Liabilities 2024: $13,300Net Assets 2024: $13,736,4162024

Highlighted filing

2023

Assets$13,404,726
Liabilities$2,245
Net Assets$13,402,481
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $583,491Expenses 2011: $878,078Net Income 2011: -$294,5872011Expenses 2012: $894,4022012Revenue 2013: $1,591,888Expenses 2013: $959,396Net Income 2013: $632,4922013Revenue 2014: $2,562,782Expenses 2014: $985,051Net Income 2014: $1,577,7312014Revenue 2015: $859,889Expenses 2015: $893,835Net Income 2015: -$33,9462015Revenue 2016: $556,754Expenses 2016: $879,029Net Income 2016: -$322,2752016Revenue 2017: $1,027,911Expenses 2017: $898,743Net Income 2017: $129,1682017Revenue 2018: $646,751Expenses 2018: $929,227Net Income 2018: -$282,4762018Revenue 2019: $1,941,878Expenses 2019: $906,909Net Income 2019: $1,034,9692019Revenue 2020: $695,199Expenses 2020: $878,192Net Income 2020: -$182,9932020Revenue 2021: $1,196,961Expenses 2021: $970,759Net Income 2021: $226,2022021Revenue 2022: $301,552Expenses 2022: $970,848Net Income 2022: -$669,2962022Revenue 2023: $733,508Expenses 2023: $862,129Net Income 2023: -$128,6212023Revenue 2024: $1,261,082Expenses 2024: $927,503Net Income 2024: $333,5792024

Highlighted filing

2023

Revenue$733,508
Expenses$862,129
Net Income-$128,621
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 10, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Chairman/CEOPT$6,000-$6,000
-VP/Treasurer-$6,000-$6,000
-VP/Secretary-$6,000-$6,000
-Director-$6,000-$6,000
-Director-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Daniel-Mickel Foundation
EIN
57-0673409
Phone
8642717171
Address
PO Box 9278, Greenville, SC 29604

Signing Officer

Name
Minor M Shaw
Title
Chairman/CEO
Phone
8642717171
Signed
2025-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44INTEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Intuit
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Invesco S&P500 Equal Weight ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Ishares TR Core MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Ishares TR Core S&P500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARES TR MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Ishares TR RUS 1000 GRW EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JPMORGAN CHASE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Kenvue
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55keurig Dr Pepper Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KIMBERLY CLARK CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Linde PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Lowes Co Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59marshall wace eureka fund plc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Mastercard Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Medtronic PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MERCK & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Microsoft Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Monster Beverage Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Morgan Stanley COM New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Neurocrine Biosciences
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NEXTERA ENERGY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NOVARTIS A G SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Nvidia Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Oreilly Automotive Incorporated
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72P2 Capital Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Paycom Software
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74Paypal Hldgs Incorporated
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PHILIP MORRIS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Pimco Total Return Fnd Inst'l
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78RAYTHEON COMPANY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79RTX Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80Schwab Charles Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SEG Partners Offshore
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82Siemens A G Sponsored ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83Solaredge Technologies Incorporated
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84Target
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85Thermo Fisher Scientific Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86THIRD POINT OFFSHORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87THORNBURG LTD TERM INCOME INST.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TRAVELERS COMPANIES INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89Truist Finl Corp - Suntrust Bank
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90UNILEVER N V N Y SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91United Parces Svs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UnitedHealth Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93Vici PPTYS Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94Visa Incorporated Com Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WEYERHAEUSER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AZALEA CAPITAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MED PROPERTIES PARTNERSHIP INVESTMENT II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0361726
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0369261
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02433
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt088
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0733508
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0733508
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt019548
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt013032
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt032580
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0369261
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt017500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0730750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0730750
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0361726
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0361726
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-128621
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02433
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02433
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0369261
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0658697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010008
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06579
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016587
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt041087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt041087
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01613
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0777806
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt074811
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0862129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0733508
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0733508
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt047056
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt074811
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0131379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0385106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-15845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0385106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-15845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0385106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Long Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Short Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0369261
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-128621
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02405
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013402481
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013528697
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013402481
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0778255
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0778255
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0778255
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0787411
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09156
IRS990PF/DistributableAmountGrp/TotalTaxAmt09156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09156

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,404,726
Liabilities
$2,245
Net assets
$13,402,481
Revenue
$733,508
Expenses
$862,129
Net income
-$128,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.01$13.7$1.26$0.93$0.33
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.73$0.86$0.13
2022Detailed filing. Detailed filing data is available for this year.$13.5$0.01$13.5$0.30$0.97$0.67
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.01$14.2$1.20$0.97$0.23
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.01$14.0$0.70$0.88$0.18
2019Detailed filing. Detailed filing data is available for this year.$14.2$0.01$14.2$1.94$0.91$1.03
2018Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.65$0.93$0.28
2017Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.03$0.90$0.13
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.56$0.88$0.32
2015Detailed filing. Detailed filing data is available for this year.$13.6$0.01$13.6$0.86$0.89$0.03
2014Detailed filing. Detailed filing data is available for this year.$13.7$0.01$13.7$2.56$0.99$1.58
2013Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.59$0.96$0.63
2012Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.89
2011Summary only. Only limited summary data is available for this year.$11.9$0.00$0.58$0.88$0.29