Civic Intelligence

Stephen Orlando Carter & Ethel Elmira Carter Foundation

990PF • Fiscal year 2014 • EIN 72-1301324

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 28, 2015

Organization Profile
775 Oak Grove HighwayGrand Chenier, LA 70643

(337) 513-1421

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

29th percentile

-7.2%

Higher net margin than 29% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

71%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$279,271

Down $1,983 (-0.7%) from 2013

Net Assets

Down

$279,271

Down $1,983 (-0.7%) from 2013

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin29th percentile

Revenue

$27,555

No earlier filing loaded for comparison.

Expenses

Up

$29,538

Up $13,516 (+84%) from 2013

Net Income

-$1,983

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2011: $286,261Liabilities 2011: $02011Assets 2012: $281,156Liabilities 2012: $0Net Assets 2012: $281,1562012Assets 2013: $281,254Liabilities 2013: $0Net Assets 2013: $281,2542013Assets 2014: $279,271Liabilities 2014: $1Net Assets 2014: $279,2712014Assets 2015: $342,768Liabilities 2015: $0Net Assets 2015: $342,7682015Assets 2016: $348,045Liabilities 2016: $0Net Assets 2016: $348,0452016Assets 2018: $348,995Liabilities 2018: $0Net Assets 2018: $348,9952018Assets 2019: $359,364Liabilities 2019: $0Net Assets 2019: $359,3642019Assets 2020: $347,211Liabilities 2020: $0Net Assets 2020: $347,2112020Assets 2021: $360,765Liabilities 2021: $0Net Assets 2021: $360,7652021Assets 2022: $391,809Liabilities 2022: $0Net Assets 2022: $391,8092022Assets 2023: $404,131Liabilities 2023: $0Net Assets 2023: $404,1312023Assets 2024: $392,034Liabilities 2024: $0Net Assets 2024: $392,0342024

Highlighted filing

2014

Assets$279,271
Liabilities$1
Net Assets$279,271
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2011: $7,173Expenses 2011: $18,784Net Income 2011: -$11,6112011Expenses 2012: $15,8072012Expenses 2013: $16,0222013Revenue 2014: $27,555Expenses 2014: $29,538Net Income 2014: -$1,9832014Revenue 2015: $85,926Expenses 2015: $22,429Net Income 2015: $63,4972015Revenue 2016: $22,065Expenses 2016: $16,788Net Income 2016: $5,2772016Revenue 2018: $34,380Expenses 2018: $29,816Net Income 2018: $4,5642018Revenue 2019: $36,058Expenses 2019: $25,689Net Income 2019: $10,3692019Revenue 2020: $16,756Expenses 2020: $28,909Net Income 2020: -$12,1532020Revenue 2021: $30,758Expenses 2021: $17,204Net Income 2021: $13,5542021Revenue 2022: $44,460Expenses 2022: $13,416Net Income 2022: $31,0442022Revenue 2023: $19,579Expenses 2023: $7,257Net Income 2023: $12,3222023Revenue 2024: $8,612Expenses 2024: $20,709Net Income 2024: -$12,0972024

Highlighted filing

2014

Revenue$27,555
Expenses$29,538
Net Income-$1,983
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 28, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR BRANDON JEROME CARTERTrustee-$0--
MR LARRE BUTLERTrustee-$0--
JAN STANLEYTrustee-$0--
Filing and Contact Details

Filer

EIN
72-1301324
Phone
3375131421

Signing Officer

Name
Brandon Jerome Carter
Title
Trustee
Phone
3375131421
Signed
2015-02-28
Discuss with paid preparer
Yes

Preparer

Preparer
Kristine S Carter
Phone
3374941240
Raw XML AppendixShowing 400 of 633 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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CompensationExplanation/CompensationExplanationGrp/PersonNm2JAN STANLEY
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18T. ROWE PRICE INTL STOCK
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1012288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1131307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt132157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt143409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt156126
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt162526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt172925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt184167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt195422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt205791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt223162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt234147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt248160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt274264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt285224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt293103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt301680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt312586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt332150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt344536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt355065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt362105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SUNAMERICA MONEY MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GOLDMAN SACHS GROWTH AND INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GOLDMAN SACHS CONCENTRATED INTERNATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GOLDMAN SACHS SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GOLDMAN SACHS STRUCTURED US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GOLDMAN SACHS CAPITAL GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ED JONES MONEY MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CAPITAL WORLD GROWTH AND INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FUNDAMENTAL INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9NEW PERSPECTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SMALLCAP WORLD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CAPITAL INCOME BUILDER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12T ROWE PRICE INTL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ALLIANZ NFJ LARGE CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DODGE & COX STOCK FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DODGE & COX INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16JP MORGAN MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17FED KAUFMANN SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18FUNDAMENTAL INVESTORS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19T ROWE PRICE BLUE CHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20MUTUAL GLOBAL DISCOVERY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21MANNING & NAPIER WORLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22MFS VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23LOOMIS SAYLES INVT GRADE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24JP MORGAN HIGH YIELD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25JP MORGAN CORE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26JP FED MM INSTL - ORIGINAL PURCHASE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27JP FED MM INSTL - CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28HARBOR INTERNATIONAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29METROPOLITAN WEST FUNDS TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30PIMCO FUNDS TOTAL RETURN FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31RIDGEWORTH SMALL CAP VALUE EQUITY FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32PRUDENTIAL JENNISON MID-CAP GROWTH F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33MFS INTERNATIONAL NEW DISCOVERY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34LOOMIS SAYLES GLOBAL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35T ROWE PRICE INTL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36OPPENHEIMER MAIN STREET FD Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37LM CLEARBRIDGE SM CAP GR W
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt354862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt423239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt744169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt844959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt927086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1019332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1140297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt156476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt164898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt176156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt188858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt197146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt207029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt217302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt223362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt234449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt248482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt275824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt285356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt293162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt302435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt313540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt322351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt332157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt344773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt356204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt362282
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016755
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt010800
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt016755
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010800
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt027555
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt016755
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt026980
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt026980
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt016755
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016755
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016755
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1983
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt030247
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010800
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015297
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01458
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01458
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt016755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026980
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt029538
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt027555
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01458
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02558
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1983
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0279271
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0281254
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0279271
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0153
IRS990PF/DistributableAmountGrp/TotalTaxAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0153
IRS990PF/FMVAssetsEOYAmt0404027
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279,271
Liabilities
$1
Net assets
$279,271
Revenue
$27,555
Expenses
$29,538
Net income
-$1,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.09$0.21$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.20$0.07$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.44$0.13$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.31$0.17$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.17$0.29$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.36$0.26$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$0.34$0.30$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.22$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.86$0.22$0.63
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.28$0.30$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.16
2011Summary only. Only limited summary data is available for this year.$2.86$0.00$0.07$0.19$0.12