Civic Intelligence

John & Lee Ella Mcdonald Scholarship Fund Trust

990PF • Fiscal year 2013 • EIN 71-6182849

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 06, 2014

Organization Profile
C/O Simmons PO Box 301072811

(479) 751-4011

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

78th percentile

$2,994

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

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

Asset Growth

53rd percentile

1.9%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

95th percentile

177%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$205,529

Up $3,881 (+1.9%) from 2012

Net Assets

$205,442

No earlier filing loaded for comparison.

Liabilities

Down

$87

Down $17 (-16%) from 2012

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin80th percentile

Revenue

Up

$15,927

Up $10,172 (+177%) from 2012

Expenses

Down

$12,031

Down $210 (-1.7%) from 2012

Net Income

Up

$3,896

Up $10,382 (+160%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2010: $202,876Liabilities 2010: $111Net Assets 2010: $202,7652010Assets 2011: $208,118Liabilities 2011: $88Net Assets 2011: $208,0302011Assets 2012: $201,648Liabilities 2012: $1042012Assets 2013: $205,529Liabilities 2013: $87Net Assets 2013: $205,4422013Assets 2014: $204,882Liabilities 2014: $85Net Assets 2014: $204,7972014Assets 2015: $203,747Liabilities 2015: $99Net Assets 2015: $203,6482015Assets 2016: $195,747Liabilities 2016: $43Net Assets 2016: $195,7042016Assets 2017: $192,242Liabilities 2017: $90Net Assets 2017: $192,1522017Assets 2018: $189,571Liabilities 2018: $57Net Assets 2018: $189,5142018Assets 2019: $187,379Liabilities 2019: $114Net Assets 2019: $187,2652019Assets 2020: $184,381Liabilities 2020: $68Net Assets 2020: $184,3132020Assets 2021: $190,518Liabilities 2021: $45Net Assets 2021: $190,4732021Assets 2022: $174,710Liabilities 2022: $55Net Assets 2022: $174,6552022Assets 2023: $171,575Liabilities 2023: $53Net Assets 2023: $171,5222023Assets 2024: $169,281Liabilities 2024: $61Net Assets 2024: $169,2202024

Highlighted filing

2013

Assets$205,529
Liabilities$87
Net Assets$205,442
Open 2013 Filing

Operations Trend

Revenue Growth95th percentile

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

$20K$10K$0-$10K-$20KExpenses 2010: $13,1242010Expenses 2011: $12,2422011Revenue 2012: $5,755Expenses 2012: $12,241Net Income 2012: -$6,4862012Revenue 2013: $15,927Expenses 2013: $12,031Net Income 2013: $3,8962013Revenue 2014: $10,924Expenses 2014: $11,581Net Income 2014: -$6572014Revenue 2015: $10,393Expenses 2015: $11,524Net Income 2015: -$1,1312015Revenue 2016: $3,432Expenses 2016: $11,810Net Income 2016: -$8,3782016Revenue 2017: $7,010Expenses 2017: $10,306Net Income 2017: -$3,2962017Revenue 2018: $8,704Expenses 2018: $11,229Net Income 2018: -$2,5252018Revenue 2019: $7,881Expenses 2019: $10,153Net Income 2019: -$2,2722019Revenue 2020: $7,605Expenses 2020: $10,083Net Income 2020: -$2,4782020Revenue 2021: $18,516Expenses 2021: $12,367Net Income 2021: $6,1492021Revenue 2022: -$3,577Expenses 2022: $12,241Net Income 2022: -$15,8182022Revenue 2023: $7,041Expenses 2023: $10,174Net Income 2023: -$3,1332023Revenue 2024: $7,562Expenses 2024: $9,914Net Income 2024: -$2,3522024

Highlighted filing

2013

Revenue$15,927
Expenses$12,031
Net Income$3,896
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 6, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,994-$2,994
Filing and Contact Details

Filer

EIN
71-6182849
Phone
4797514011

Signing Officer

Name
Richard Rutherford
Title
Trustee
Phone
4797514011
Signed
2014-03-06

Preparer

Preparer
Lori a Melton
Phone
4799673600
Raw XML AppendixShowing 400 of 760 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt17PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt34PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt40PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt42PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt43PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt44PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162013-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172013-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272013-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322013-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt422013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt432013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt442013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt026
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1130
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt211
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3110
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-81
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-172
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-383
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt718
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt811
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt915
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10363
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-37
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1347
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1473
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15751
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16140
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17311
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18365
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19111
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt209
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2148
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22127
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23749
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24467
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25149
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26441
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27-264
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28350
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29981
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30171
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31272
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32754
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33-25
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3491
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt35-95
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36353
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt371030
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt38713
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt39206
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt40452
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt41434
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42-112
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43-41
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt44182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt115596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES S&P 100 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES DOW JONES SELECT DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES MSCI EMERGING MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES MSCI EAFE INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4RYDEX S&P EQUAL WEIGHT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SELECT SECTOR SPDR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6S&P DIVIDENDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7SELECT SECTOR SPDR HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8SELECT SECTOR SPDR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MARKET VECTORS GOLD MINERS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11SPDR KBW REGIONAL BANKING ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD MID CAP GROWTH INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD SMALL CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VANGUARD SMAL CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES S&P 100 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ISHARES TR CORE S&P SMALL-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18SPDR S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19SPDR S&P METALS & MINING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SPDR S&P HOMEBUILDERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21SPDR S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22SELECT SECTOR SPDR FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23VANGUARD FTSE EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24VANGUARD FTSE EUROPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt332192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt412311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt57093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1035843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt129647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FEDERATED EQTY FD CAP APP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FEDERATED KAUFMANN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FEDERATED TOTAL RETURN GOV BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIDELITY INTERMEDIATE BOND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GOLDMAN SACHS STRUCTURED INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES IBOXX HIGH YIELD CORP BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES IBOXX INV GR CORP BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PIMCO SHORT TERM INSTITUTIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FEDERATED STRATEGIC INC-IS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GOLDMAN SACHS STRAT INC-INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES BARCLAYS 1-3 YEAR TREASURY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES 1-3 YEAR TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12COLUMBIA ACORN INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13GOLDMAN SACHS N-11 EQUITY

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$205,529
Liabilities
$87
Net assets
$205,442
Revenue
$15,927
Expenses
$12,031
Net income
$3,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.07$0.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.04$0.12$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.90$0.19$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.09$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.07$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.03$0.12$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.10$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.11$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.05$0.16$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$2.02$0.00$0.06$0.12$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.13