Civic Intelligence

The Word Plus Inc

990PF • Fiscal year 2013 • EIN 65-0967209

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

Organization Profile
7954 Royal Birksdale Circle34202

(941) 907-7788

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

49th percentile

0.1%

Faster asset growth than 49% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

93rd percentile

106%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$495,211

Up $628 (+0.1%) from 2012

Net Assets

$495,211

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin75th percentile

Revenue

Up

$34,997

Up $18,007 (+106%) from 2012

Expenses

Down

$28,634

Down $21,380 (-43%) from 2012

Net Income

Up

$6,363

Up $39,387 (+119%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2010: $534,324Liabilities 2010: $0Net Assets 2010: $534,3242010Assets 2011: $527,607Liabilities 2011: $0Net Assets 2011: $527,6072011Assets 2012: $494,583Liabilities 2012: $02012Assets 2013: $495,211Liabilities 2013: $0Net Assets 2013: $495,2112013Assets 2014: $461,125Liabilities 2014: $0Net Assets 2014: $461,1252014Assets 2015: $453,500Liabilities 2015: $12015Assets 2017: $465,930Liabilities 2017: $0Net Assets 2017: $465,9302017Assets 2018: $440,499Liabilities 2018: $0Net Assets 2018: $440,4992018Assets 2019: $433,988Liabilities 2019: $0Net Assets 2019: $433,9882019Assets 2020: $413,744Liabilities 2020: $0Net Assets 2020: $413,7442020Assets 2021: $422,198Liabilities 2021: $12021Assets 2022: $394,916Liabilities 2022: $12022Assets 2023: $383,536Liabilities 2023: $0Net Assets 2023: $383,5362023Assets 2024: $360,729Liabilities 2024: $0Net Assets 2024: $360,7292024

Highlighted filing

2013

Assets$495,211
Liabilities$0
Net Assets$495,211
Open 2013 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KExpenses 2010: $25,3492010Expenses 2011: $22,6502011Revenue 2012: $16,990Expenses 2012: $50,014Net Income 2012: -$33,0242012Revenue 2013: $34,997Expenses 2013: $28,634Net Income 2013: $6,3632013Revenue 2014: $13,824Expenses 2014: $49,347Net Income 2014: -$35,5232014Revenue 2015: $22,036Expenses 2015: $36,729Net Income 2015: -$14,6932015Revenue 2017: $66,509Expenses 2017: $37,638Net Income 2017: $28,8712017Revenue 2018: $18,237Expenses 2018: $43,668Net Income 2018: -$25,4312018Revenue 2019: $31,321Expenses 2019: $37,832Net Income 2019: -$6,5112019Revenue 2020: $8,677Expenses 2020: $28,898Net Income 2020: -$20,2212020Revenue 2021: $50,432Expenses 2021: $41,977Net Income 2021: $8,4552021Revenue 2022: $13,536Expenses 2022: $40,816Net Income 2022: -$27,2802022Revenue 2023: $29,936Expenses 2023: $41,319Net Income 2023: -$11,3832023Revenue 2024: $14,932Expenses 2024: $37,738Net Income 2024: -$22,8062024

Highlighted filing

2013

Revenue$34,997
Expenses$28,634
Net Income$6,363
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN WILLIAMSDirector/Pre-$0--
REVEREND BRUCE WILLIAMSDirector/VP-$0--
HANSFORD WILLIAMSDirector-$0--
BARBARA STEMDirector-$0--
BRENDA WILLIAMSDirector-$0--
DANIEL HAGERDirector-$0--
Filing and Contact Details

Filer

EIN
65-0967209
Phone
9419077788

Signing Officer

Name
Versa Carolyn Williams
Title
President
Phone
9419077788
Signed
2014-08-12
Discuss with paid preparer
Yes

Preparer

Preparer
John Michael Smith
Phone
9413664300
Raw XML AppendixShowing 400 of 664 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01460
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
CompensationExplanation/CompensationExplanationGrp/PersonNm0CAROLYN WILLIAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm1REVEREND BRUCE WILLIAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm2HANSFORD WILLIAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm3BARBARA STEM
CompensationExplanation/CompensationExplanationGrp/PersonNm4BRENDA WILLIAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm5DANIEL HAGER
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THERE IS NO REQUIRED FILING WITH THE STATE ATTORNEY GENERAL IN FLORIDA.
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22565
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23351
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24976
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-655
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26238
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27-1324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt193256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt201272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt97487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt154505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt166338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt181512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt194423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt203169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AETNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AIR PRODS AND CHEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CATERPILLAR INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON CORPORATION NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CVS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DELL COMPUTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DEVON ENERGY CORPORATION NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DISNEY WALT CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DONNELLEY RR & SONS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DUPONT E I DE NEMOURS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GENERAL DYNAMICS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26JUNIPER NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27LOWE'S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MARATHON OIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MARATHON PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MEDTRONIC INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PEPSICO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ROYAL CARIBBEAN CRUISES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VALERO REFNG & MARKETING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44WALGREENS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CST BRANDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt052000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt151607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt224594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt360862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt435007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt538007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt635000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CD - WELLS FARGO 4Y CURRENCY LINKED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES TR INDEX RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES TR INDEX RUSSELL MIDCAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PIONEER BOND FUND CLASS Y FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD S/T BOND INDEX - SIG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIRST TRUST DOW TARGET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FIRST TRUST INTERNATIONAL HIGH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FIRST TRUST CAPITAL STRENGTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MAINSTAY FLOATING RATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt094133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt226797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt362137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt440812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt539537
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt634855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt010511
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt017656
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01019
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt041
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt029227
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029227
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01460
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0177
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05770
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010511
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010511
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06363
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0139552
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01019
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017656
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05163
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06470
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04790
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06585
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt028634
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011748
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034997
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06585
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0177
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06363
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05735
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0500946
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0494583
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0495211
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029335
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029335
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029335
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029438
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0103
IRS990PF/DistributableAmountGrp/TotalTaxAmt0103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0103
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0103
IRS990PF/FMVAssetsEOYAmt0636903
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0121237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt054372
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt097345
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0242121
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0297077
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0390059

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$495,211
Liabilities
$0
Net assets
$495,211
Revenue
$34,997
Expenses
$28,634
Net income
$6,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.15$0.38$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.30$0.41$0.11
2022Summary only. Only limited summary data is available for this year.$3.95$0.00$0.14$0.41$0.27
2021Summary only. Only limited summary data is available for this year.$4.22$0.00$0.50$0.42$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.09$0.29$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$0.31$0.38$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.18$0.44$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.67$0.38$0.29
2015Summary only. Only limited summary data is available for this year.$4.54$0.00$0.22$0.37$0.15
2014Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.14$0.49$0.36
2013Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.35$0.29$0.06
2012Summary only. Only limited summary data is available for this year.$4.95$0.00$0.17$0.50$0.33
2011Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.23
2010Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.25