Civic Intelligence

Hamico Inc.

990PF • Fiscal year 2017 • EIN 62-6040782

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization Profile
1110 Market St Ste 317BChattanooga, TN 37402

(423) 531-0028

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

13th percentile

-11%

Higher net margin than 13% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$198,117

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

34th percentile

1.9%

Faster asset growth than 34% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-13%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$55,098,379

Up $1,005,793 (+1.9%) from 2016

Net Assets

Up

$55,096,110

Up $1,003,524 (+1.9%) from 2016

Liabilities

Up

$2,269

Up $2,269 from 2016

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin13th percentile

Revenue

Down

$3,524,580

Down $521,555 (-13%) from 2016

Expenses

Up

$3,918,545

Up $280,559 (+7.7%) from 2016

Net Income

Down

-$393,965

Down $802,114 (-197%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$60M$40M$20M$0Assets 2011: $54,078,308Liabilities 2011: $02011Assets 2012: $52,748,400Liabilities 2012: $02012Assets 2013: $51,068,947Liabilities 2013: $02013Assets 2015: $56,186,988Liabilities 2015: $0Net Assets 2015: $56,186,9882015Assets 2016: $54,092,586Liabilities 2016: $0Net Assets 2016: $54,092,5862016Assets 2017: $55,098,379Liabilities 2017: $2,269Net Assets 2017: $55,096,1102017Assets 2018: $46,560,160Liabilities 2018: $444Net Assets 2018: $46,559,7162018Assets 2019: $50,478,379Liabilities 2019: $3Net Assets 2019: $50,478,3762019Assets 2020: $45,505,452Liabilities 2020: $417Net Assets 2020: $45,505,0352020Assets 2021: $54,950,698Liabilities 2021: $0Net Assets 2021: $54,950,6982021Assets 2022: $48,828,623Liabilities 2022: $0Net Assets 2022: $48,828,6232022Assets 2023: $49,100,857Liabilities 2023: $0Net Assets 2023: $49,100,8572023Assets 2024: $49,659,054Liabilities 2024: $5,400Net Assets 2024: $49,653,6542024

Highlighted filing

2017

Assets$55,098,379
Liabilities$2,269
Net Assets$55,096,110
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $807,823Expenses 2011: $3,086,838Net Income 2011: -$2,279,0152011Revenue 2012: $1,459,436Expenses 2012: $4,358,024Net Income 2012: -$2,898,5882012Revenue 2013: $1,828,116Expenses 2013: $3,236,920Net Income 2013: -$1,408,8042013Revenue 2015: $3,426,903Expenses 2015: $2,402,745Net Income 2015: $1,024,1582015Revenue 2016: $4,046,135Expenses 2016: $3,637,986Net Income 2016: $408,1492016Revenue 2017: $3,524,580Expenses 2017: $3,918,545Net Income 2017: -$393,9652017Revenue 2018: $4,686,404Expenses 2018: $4,303,151Net Income 2018: $383,2532018Revenue 2019: $4,157,909Expenses 2019: $4,050,577Net Income 2019: $107,3322019Revenue 2020: $2,710,688Expenses 2020: $3,462,738Net Income 2020: -$752,0502020Revenue 2021: $4,486,934Expenses 2021: $4,259,707Net Income 2021: $227,2272021Revenue 2022: $1,093,236Expenses 2022: $3,641,907Net Income 2022: -$2,548,6712022Revenue 2023: $4,583,948Expenses 2023: $4,113,348Net Income 2023: $470,6002023Revenue 2024: $4,344,679Expenses 2024: $3,972,978Net Income 2024: $371,7012024

Highlighted filing

2017

Revenue$3,524,580
Expenses$3,918,545
Net Income-$393,965
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXIS G BOGOExecutive DirectorFT$190,000$8,117$198,117
ROBERT E BOSWORTHVice Pres/DirectorPT$87,500-$87,500
JOHN P GUERRYDirector-$60,000-$60,000
HERBERT BARKSDirector-$50,000-$50,000
ZAN GUERRYPres/DirectorPT$18,750-$18,750
Filing and Contact Details

Filer

Filer Name
Hamico Inc
EIN
62-6040782
Phone
4235310028
Address
1110 MARKET ST STE 317B, CHATTANOOGA, TN 37402

Signing Officer

Name
Robert Bosworth
Title
Secretary
Phone
4235310028
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Lbmc Pc
Address
605 CHESTNUT STREET SUITE 1100, CHATTANOOGA, TN 37450
Preparer
Nicole Jeppesen
Phone
4237566585
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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/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03524580
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0305768
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01147115
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01512284
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11142179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21052888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3311811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41753804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt519909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1209528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2160477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1052888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41364180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5322535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt638726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt74
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-42106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9525791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1050673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11802347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1209528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2160477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1052888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41364180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5322535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt638726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-42106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9525791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1050673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11802347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11351707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2160477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31364180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4322535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt538726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6311815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71711698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8545700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt950673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10802347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11179
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/PropertyDesc0FIDELITY 1396 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY 1396 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY 5910 CAP. GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MCH MUTUAL CONVERSION PASSTHROUGH - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MCH MUTUAL CONVERSION PASSTHROUGH - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RESOLUTE CAPITAL PARTNERS FUND III PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CHESTNUT DEVELOPMENT PARTNERS PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MORGAN STANLEY 38863 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MORGAN STANLEY 38863 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MORGAN STANLEY 38865 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ARTISAN FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11POINTER OFFSHORE LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MORGAN STANLEY 38863 CAP. GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02378973
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-393965
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04036
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01401525
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt055100146
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt054092586
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt055096110
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02827513
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02827513
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02827513
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02851288
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023775
IRS990PF/DistributableAmountGrp/TotalTaxAmt023775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt023800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt055960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt023775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt047185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt023385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt023775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt023775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt070960
IRS990PF/FMVAssetsEOYAmt059486625
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02269
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07194955
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06224880
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06224880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05382449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04696324
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07261924
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt036335
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt048234
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt015453
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt011899
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt011899
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt017230
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt017230
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt017230
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt025843531
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt026423278
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt026423278
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt054092586
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt055096110
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015638968
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017724768
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019547414
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt054092586
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt055098379
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt059486625
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02269
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt054092586
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt055098379
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt054092586
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt055096110
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt057894162
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07349192
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021566345
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0868412

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Filings

Displayed year

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

Open filing
Assets
$55,098,379
Liabilities
$2,269
Net assets
$55,096,110
Revenue
$3,524,580
Expenses
$3,918,545
Net income
-$393,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.7$0.01$49.7$4.34$3.97$0.37
2023Detailed filing. Detailed filing data is available for this year.$49.1$0.00$49.1$4.58$4.11$0.47
2022Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$1.09$3.64$2.55
2021Detailed filing. Detailed filing data is available for this year.$55.0$0.00$55.0$4.49$4.26$0.23
2020Detailed filing. Detailed filing data is available for this year.$45.5$0.00$45.5$2.71$3.46$0.75
2019Detailed filing. Detailed filing data is available for this year.$50.5$0.00$50.5$4.16$4.05$0.11
2018Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$4.69$4.30$0.38
2017Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$3.52$3.92$0.39
2016Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$4.05$3.64$0.41
2015Detailed filing. Detailed filing data is available for this year.$56.2$0.00$56.2$3.43$2.40$1.02
2013Summary only. Only limited summary data is available for this year.$51.1$0.00$1.83$3.24$1.41
2012Summary only. Only limited summary data is available for this year.$52.7$0.00$1.46$4.36$2.90
2011Summary only. Only limited summary data is available for this year.$54.1$0.00$0.81$3.09$2.28