Civic Intelligence

The Jcm Foundation

990PF • Fiscal year 2018 • EIN 61-1409457

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 04, 2019

Organization Profile
C/O US Trust 730 15th Street NWWashington, DC 20005-2013

(202) 585-4100

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

1.8%

Faster asset growth than 54% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

1.5%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,027,747

Up $69,886 (+1.8%) from 2017

Net Assets

Up

$4,027,747

Up $69,886 (+1.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin72nd percentile

Revenue

Up

$405,869

Up $6,083 (+1.5%) from 2017

Expenses

Up

$335,983

Up $50,927 (+18%) from 2017

Net Income

Down

$69,886

Down $44,844 (-39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,365,071Liabilities 2011: $02011Assets 2012: $3,795,320Liabilities 2012: $02012Assets 2013: $4,092,407Liabilities 2013: $02013Assets 2014: $4,061,659Liabilities 2014: $02014Assets 2015: $4,027,192Liabilities 2015: $02015Assets 2016: $3,845,249Liabilities 2016: $0Net Assets 2016: $3,845,2492016Assets 2017: $3,957,861Liabilities 2017: $0Net Assets 2017: $3,957,8612017Assets 2018: $4,027,747Liabilities 2018: $0Net Assets 2018: $4,027,7472018Assets 2019: $4,144,897Liabilities 2019: $0Net Assets 2019: $4,144,8972019Assets 2020: $4,063,388Liabilities 2020: $0Net Assets 2020: $4,063,3882020Assets 2021: $4,081,208Liabilities 2021: $0Net Assets 2021: $4,081,2082021Assets 2022: $3,625,647Liabilities 2022: $0Net Assets 2022: $3,625,6472022Assets 2023: $3,929,906Liabilities 2023: $0Net Assets 2023: $3,929,9062023Assets 2024: $3,910,535Liabilities 2024: $0Net Assets 2024: $3,910,5352024

Highlighted filing

2018

Assets$4,027,747
Liabilities$0
Net Assets$4,027,747
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $70,125Expenses 2011: $186,468Net Income 2011: -$116,3432011Revenue 2012: $1,589,271Expenses 2012: $159,022Net Income 2012: $1,430,2492012Revenue 2013: $528,597Expenses 2013: $231,030Net Income 2013: $297,5672013Revenue 2014: $266,601Expenses 2014: $296,924Net Income 2014: -$30,3232014Revenue 2015: $288,137Expenses 2015: $317,562Net Income 2015: -$29,4252015Revenue 2016: $155,376Expenses 2016: $338,596Net Income 2016: -$183,2202016Revenue 2017: $399,786Expenses 2017: $285,056Net Income 2017: $114,7302017Revenue 2018: $405,869Expenses 2018: $335,983Net Income 2018: $69,8862018Revenue 2019: $471,434Expenses 2019: $354,284Net Income 2019: $117,1502019Revenue 2020: $298,490Expenses 2020: $379,999Net Income 2020: -$81,5092020Revenue 2021: $440,527Expenses 2021: $422,707Net Income 2021: $17,8202021Revenue 2022: $536,174Expenses 2022: $991,735Net Income 2022: -$455,5612022Revenue 2023: $600,129Expenses 2023: $294,944Net Income 2023: $305,1852023Revenue 2024: $351,264Expenses 2024: $372,963Net Income 2024: -$21,6992024

Highlighted filing

2018

Revenue$405,869
Expenses$335,983
Net Income$69,886
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 4, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES F MACGUIDWINDirector-$0--
CHERYL Y MACGUIDWINDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Jcm Foundation
EIN
61-1409457
In Care Of
% US TRUST
Phone
2025854100
Address
C/O US TRUST 730 15TH STREET NW, WASHINGTON, DC 20005-2013

Signing Officer

Name
James F Macguidwin
Title
Director
Phone
2025854100
Signed
2019-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard L Ruvelson
Phone
3012726000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CORE LABORATORIES N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CTRIP COM INTL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DANONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DASSAULT SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DBS GROUP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DELPHI AUTOMOTIVE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EXPRESS SCRIPTS HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FANUC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HARRIS CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ICICI BK LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56INTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ISHARES MSCI EMERGING MKTS MIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ISHARES TR MSCI EAFE MIN VOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JANUS ENTERPRISE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JD.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JOHN HANCOCK FUNDS III DISCIPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65KEYENCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MOBILEYE NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NIDEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NOVOZVMES A/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ONEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ROCHE HLDGS AG-GENUSSCHEIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ROCHE HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SM ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SOFTBANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TELADOC HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VANGUARD FTSE EMERGING MKTS ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VANGUARD SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WABCO HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WEYERHAEUSER CO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0143256
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0260815
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01798
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0405869
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0405869
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02262
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06788
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09050
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0260815
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0275000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0275000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0143256
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0143256
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt069886
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0729579
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01798
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01798
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0260815
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0354923
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt041493
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt041743
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02665
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0277537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt050946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0335983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0405869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0405869
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02537
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt060983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0340429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1128334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0217071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt135895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0217071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0557500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1164229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES ACCT #9737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES ACCT #2351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0260815
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt069886
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04027747
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03957861
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04027747
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0313416
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0313416
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0313416
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0320514
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07098
IRS990PF/DistributableAmountGrp/TotalTaxAmt07098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04454
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04454
IRS990PF/FMVAssetsEOYAmt06683016
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt026432
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt033607
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt033607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0710000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0710000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0690284
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03041266
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03238987
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05913972
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03957861
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04027747
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0180163
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt045153
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt045153

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,027,747
Liabilities
$0
Net assets
$4,027,747
Revenue
$405,869
Expenses
$335,983
Net income
$69,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.35$0.37$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.60$0.29$0.31
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.54$0.99$0.46
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.44$0.42$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.30$0.38$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.47$0.35$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.41$0.34$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.40$0.29$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.16$0.34$0.18
2015Summary only. Only limited summary data is available for this year.$4.03$0.00$0.29$0.32$0.03
2014Summary only. Only limited summary data is available for this year.$4.06$0.00$0.27$0.30$0.03
2013Summary only. Only limited summary data is available for this year.$4.09$0.00$0.53$0.23$0.30
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$1.59$0.16$1.43
2011Summary only. Only limited summary data is available for this year.$2.37$0.00$0.07$0.19$0.12