Civic Intelligence

Harold B Wetherbee Tr FBO Young Mens Christian Assoc of Albany

990PF • Fiscal year 2017 • EIN 58-6204702

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 14, 2018

Organization Profile
Regions Bank Trust Dept PO Box 1164Birmingham, AL 35202

(205) 420-7753

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$16,306

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

6.2%

Faster asset growth than 62% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

151%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,813,596

Up $106,309 (+6.2%) from 2016

Net Assets

Up

$1,813,596

Up $106,309 (+6.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin91st percentile

Revenue

Up

$195,326

Up $117,549 (+151%) from 2016

Expenses

Up

$88,510

Up $226 (+0.3%) from 2016

Net Income

Up

$106,816

Up $117,323 (+1117%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,557,240Liabilities 2011: $02011Assets 2012: $1,553,681Liabilities 2012: $02012Assets 2013: $1,713,829Liabilities 2013: $02013Assets 2014: $1,717,506Liabilities 2014: $02014Assets 2015: $1,718,563Liabilities 2015: $02015Assets 2016: $1,707,287Liabilities 2016: $0Net Assets 2016: $1,707,2872016Assets 2017: $1,813,596Liabilities 2017: $0Net Assets 2017: $1,813,5962017Assets 2018: $1,777,986Liabilities 2018: $0Net Assets 2018: $1,777,9862018Assets 2019: $1,754,507Liabilities 2019: $02019Assets 2020: $1,727,152Liabilities 2020: $0Net Assets 2020: $1,727,1522020Assets 2021: $1,820,066Liabilities 2021: $12021Assets 2022: $1,698,266Liabilities 2022: $0Net Assets 2022: $1,698,2662022Assets 2023: $1,697,808Liabilities 2023: $12023

Highlighted filing

2017

Assets$1,813,596
Liabilities$0
Net Assets$1,813,596
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $90,518Expenses 2011: $80,108Net Income 2011: $10,4102011Revenue 2012: $76,797Expenses 2012: $80,357Net Income 2012: -$3,5602012Revenue 2013: $242,945Expenses 2013: $82,792Net Income 2013: $160,1532013Revenue 2014: $96,001Expenses 2014: $92,324Net Income 2014: $3,6772014Revenue 2015: $88,669Expenses 2015: $87,610Net Income 2015: $1,0592015Revenue 2016: $77,777Expenses 2016: $88,284Net Income 2016: -$10,5072016Revenue 2017: $195,326Expenses 2017: $88,510Net Income 2017: $106,8162017Revenue 2018: $78,564Expenses 2018: $114,300Net Income 2018: -$35,7362018Revenue 2019: $81,131Expenses 2019: $104,498Net Income 2019: -$23,3672019Revenue 2020: $83,461Expenses 2020: $111,394Net Income 2020: -$27,9332020Revenue 2021: $201,275Expenses 2021: $108,981Net Income 2021: $92,2942021Revenue 2022: $6,692Expenses 2022: $128,543Net Income 2022: -$121,8512022Revenue 2023: $109,704Expenses 2023: $110,135Net Income 2023: -$4312023

Highlighted filing

2017

Revenue$195,326
Expenses$88,510
Net Income$106,816
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$16,306-$16,306
HUFF CROXTONCo-Trustee-$0--
MICHAEL J WETHERBEECo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold B Wetherbee Tr Uw for Ymca of Albany
EIN
58-6204702
Phone
2054207753
Address
REGIONS BANK TRUST DEPT PO BOX 1164, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2054207753
Signed
2018-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ARTISAN MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INVESCO DIVERS DIV FD CL R5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN CENTURY SMALL CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INVESCO INTERNAT'L GR FD CL R5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MFS RESH INTL FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BARON EMERGING MARKETS INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6"FEDERAL HOME LOAN MORTGAGE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7"FEDERAL HOME LOAN MORTGAGE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8"FEDERAL HOME LOAN MORTGAGE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9"FEDERAL HOME LOAN MORTGAGE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10"FEDERAL HOME LOAN MTG CORP PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11"FEDERAL NATIONAL MORTGAGE ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12"FEDERAL NATIONAL MORTGAGE ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13"FEDERAL NATIONAL MORTGAGE ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14"FEDERAL NATIONAL MORTGAGE ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15"FEDERAL NATIONAL MORTGAGE ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16"FEDERAL NATIONAL MORTGAGE ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17"FEDERAL NATIONAL MORTGAGE ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18"FEDERAL NATIONAL MORTGAGE ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19"FEDERAL NATIONAL MORTGAGE ASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JPMORGAN MID CAP VALUE FD CL L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21"NATIXIS LOOMIS SAYLES GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PRUDENTIAL HIGH YIELD FUND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23"VICTORY RS SMALL CAP GROWTH F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FEDERAL HOME LOAN MORTGAGE COR
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0146577
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0145037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0147667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1132866
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt259040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3265885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ADVISERS INVT TR JOHCM INTL SL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DIAMOND HILL LARGE CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PRUDENTIAL QMA SMALL-CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD 500 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0155752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1136560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt255138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3287077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt033405
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0161921
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0195326
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0195326
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0161921
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03261
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013045
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt016306
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt070005
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt070005
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033405
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0106816
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0900793
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0161921
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0181568
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0689
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt074266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt088510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0195302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0195326
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04261
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018505
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852016-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952016-10-07

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,813,596
Liabilities
$0
Net assets
$1,813,596
Revenue
$195,326
Expenses
$88,510
Net income
$106,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.70$0.00$0.11$0.11$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.01$0.13$0.12
2021Summary only. Only limited summary data is available for this year.$1.82$0.00$0.20$0.11$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.08$0.11$0.03
2019Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.08$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.20$0.09$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.08$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.09$0.09$0.00
2014Summary only. Only limited summary data is available for this year.$1.72$0.00$0.10$0.09$0.00
2013Summary only. Only limited summary data is available for this year.$1.71$0.00$0.24$0.08$0.16
2012Summary only. Only limited summary data is available for this year.$1.55$0.00$0.08$0.08$0.00
2011Summary only. Only limited summary data is available for this year.$1.56$0.00$0.09$0.08$0.01