Civic Intelligence

H & B Young Foundation

990PF • Fiscal year 2020 • EIN 72-6029365

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 16, 2021

PO Box 889Morgan City, LA 70381

(985) 385-0812

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.04x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

25th percentile

$89,950

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-6.2%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Up

$28,173,562

Up $2,860,872 (+11%) from 2019

Net Assets

Up

$28,049,930

Up $2,884,369 (+11%) from 2019

Liabilities

Down

$123,632

Down $23,497 (-16%) from 2019

Revenue

Down

$3,190,802

Down $209,759 (-6.2%) from 2019

Expenses

Up

$2,374,651

Up $150,357 (+6.8%) from 2019

Net Income

Down

$816,151

Down $360,116 (-31%) from 2019

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $14,254,085Liabilities 2011: $316,4152011Assets 2012: $15,014,851Liabilities 2012: $452,4702012Assets 2013: $16,898,680Liabilities 2013: $353,2882013Assets 2014: $18,022,840Liabilities 2014: $275,5382014Assets 2015: $18,638,648Liabilities 2015: $507,5692015Assets 2016: $20,067,977Liabilities 2016: $288,500Net Assets 2016: $19,779,4772016Assets 2017: $22,651,046Liabilities 2017: $825,771Net Assets 2017: $21,825,2752017Assets 2018: $22,103,935Liabilities 2018: $595,392Net Assets 2018: $21,508,5432018Assets 2019: $25,312,690Liabilities 2019: $147,129Net Assets 2019: $25,165,5612019Assets 2020: $28,173,562Liabilities 2020: $123,632Net Assets 2020: $28,049,9302020Assets 2021: $30,382,041Liabilities 2021: $235,944Net Assets 2021: $30,146,0972021Assets 2022: $25,928,411Liabilities 2022: $345,196Net Assets 2022: $25,583,2152022Assets 2023: $27,945,710Liabilities 2023: $274,421Net Assets 2023: $27,671,2892023Assets 2024: $30,266,451Liabilities 2024: $376,605Net Assets 2024: $29,889,8462024

Highlighted filing

2020

Assets$28,173,562
Liabilities$123,632
Net Assets$28,049,930

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,132,641Expenses 2011: $1,375,994Net Income 2011: $756,6472011Revenue 2012: $2,170,445Expenses 2012: $2,124,558Net Income 2012: $45,8872012Revenue 2013: $3,113,930Expenses 2013: $1,384,757Net Income 2013: $1,729,1732013Revenue 2014: $2,991,998Expenses 2014: $1,367,020Net Income 2014: $1,624,9782014Revenue 2015: $2,384,557Expenses 2015: $1,695,963Net Income 2015: $688,5942015Revenue 2016: $2,452,198Expenses 2016: $1,756,660Net Income 2016: $695,5382016Revenue 2017: $3,007,214Expenses 2017: $1,963,615Net Income 2017: $1,043,5992017Revenue 2018: $3,530,045Expenses 2018: $2,112,967Net Income 2018: $1,417,0782018Revenue 2019: $3,400,561Expenses 2019: $2,224,294Net Income 2019: $1,176,2672019Revenue 2020: $3,190,802Expenses 2020: $2,374,651Net Income 2020: $816,1512020Revenue 2021: $3,701,791Expenses 2021: $2,600,820Net Income 2021: $1,100,9712021Revenue 2022: $3,391,651Expenses 2022: $2,579,068Net Income 2022: $812,5832022Revenue 2023: $1,887,204Expenses 2023: $2,879,139Net Income 2023: -$991,9352023Revenue 2024: $3,581,296Expenses 2024: $3,165,251Net Income 2024: $416,0452024

Highlighted filing

2020

Revenue$3,190,802
Expenses$2,374,651
Net Income$816,151
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 16, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA B AYOPresidentFT$77,450$12,500$89,950
GWEN E ROSSSecretaryFT$45,250$4,750$50,000
EMILE A WAGNER IIITreasurer-$26,898-$26,898
MELISSA PARSIOLAVice Preside-$26,250-$26,250
TIM BETBEZEDirector-$26,250-$26,250
Filing and Contact Details

Filer

Filer Name
H & B Young Foundation
EIN
72-6029365
Phone
9853850812
Address
PO BOX 889, MORGAN CITY, LA 70381

Signing Officer

Name
Brenda B Ayo
Title
President
Phone
9853850812
Signed
2021-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Darnall Sikes & Frederick
Address
1201 BRASHEAR AVE STE 301, MORGAN CITY, LA 70380-3218
Preparer
Lauren V Hebert Cpapfs
Phone
9853846264
Raw XML AppendixShowing 400 of 1,245 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
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32014-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42006-03-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52009-11-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102013-06-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132014-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt202013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt212013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt222013-10-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt232013-10-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt242013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt252013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt262013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt272013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt282014-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt292017-12-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt302013-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt312020-09-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt322020-11-20
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt20S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt21S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt22S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt23S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt24S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt25S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt26S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt27S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt28S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt29S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt30S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt31S/L
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt029000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1170768
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt29323
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt32050
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4910
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt52520
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt6367
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt71020
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8545
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9227
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt10917
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt113268
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt12565
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt131469
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt14162
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt15173
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt16914
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt171410
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt18490
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt191142
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt201468
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt216409
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt222200
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt23912
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt241394
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2514085
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt261169
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt274500
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt282155
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt292668
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt308505
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt312990
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt323285
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt04269
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1621
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2137
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt312
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt412
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt565
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt6102
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt735
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt8105
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt9701
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10262
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11109
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1234
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt13353
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1429
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt15321
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt16307
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt17533
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt18607
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt19150
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2055
DepreciationSchedule/DepreciationPropertyGrp/LifeRt040.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt115.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt215.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt55.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt65.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt75.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt85.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt95.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt105.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt115.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt125.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt137.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt147.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt157.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt167.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt177.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt185.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt197.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt207.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt217.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt227.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2340.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2440.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt2540.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt267.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt277.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt285.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt297.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt305.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt315.0000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt03202
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt1466
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt2103
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt39
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt49
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt549
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt677
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt726
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt879
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt9526
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10197
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt1182
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt1226
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt13265
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt1422
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt15241
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt16230
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt17400
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt18455
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt19113
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt2041
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt027750
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13840
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2769
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3910
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt42520
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5367
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt61020
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7545
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt8227
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt9917
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt103268
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11565
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt121469
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13150
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt14161
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt15849
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt161308
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt17455
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt181142
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt191363
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt205708
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt211938
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22803
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23227
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt242288
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt25190
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt264179
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt271463
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt281112
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt297898
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0LAND - SECOND STREET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1BUILDING - SECOND STREET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2LAND IMPROV - SECOND ST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38X8 METAL STORAGE BUILDIN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6PHONE & INTERNET LINES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7REFRIGERATOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8STOVE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9ADD ELECTRIC WIRING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10LEXMARK LASER PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11ALARM SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12PHONE FAX INTERNET LINES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13SNAPPER LAWN MOWER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14RECEPTION DESK CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15END TABLES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16VALANCE & AWARD PEDESTAL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17PICTURE FRAMES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18PORCH FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19PICTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20DECORATING CONSULTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21DRAPERIES AND BLINDS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22CHINA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23LAMP & INCIDENTALS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24BUILDING - GUTTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25BUILDING - SHUTTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26BUILDING - PORCH RAILS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27FURNITURE DEPOSIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28WALL UNIT FOR DISPLAY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30FURNITURE & RUGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31AC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32HEATER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt0910
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt12520
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt21469
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02006-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12009-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22014-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0COMPUTER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1COMPUTER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2SNAPPER LAWN MOWER
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0910
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt12520
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt21469
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22020-12
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0114321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt260689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt350898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4451000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5403454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63659114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7416227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8474797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9312735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10116663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11453735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12105157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13611291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14309273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15293860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16247637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17291201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18294189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19197986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20298864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21377872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22291422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23145417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24345229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25282537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26220819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27238915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28309592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29304133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30327499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31279843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32252335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33112381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34525602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35254367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt361649893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37420000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38900319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt392074698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt402658937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41264425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42353936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43800077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44847818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45358950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46219484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47881486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0114321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt260689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt350898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4451000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5403454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63659114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7416227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8474797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9312735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10116663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11453735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12105157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13611291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14309273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15293860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16247637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17291201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18294189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19197986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20298864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21377872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22291422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23145417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24345229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25282537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26220819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27238915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28309592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29304133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30327499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31279843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32252335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33112381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34525602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35254367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt361649893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37420000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38900319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt392074698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt402658937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41264425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42353936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43800077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44847818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45358950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46219484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47881486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EXELON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APEXONE MULTIFAMILY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BRIDGE DEBT II INTERNATIONAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6GRYPHON INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7LANDMARK DIVIDEND GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8LARSON FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MOSAIC REAL ESTATE CREDIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10RSCM FUND IV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11STONEPEAK INFRASTRUCTURE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12STONEPEAK ASPEN REIT AGGREGATOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13SWIF FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BROOKFIELD ASSET MGM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18C H ROBINSON WORLDWD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CAL MAINE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DISCOVER FINL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26OMNICOM GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PUB SVC ENTERPRISE GP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33TWITTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34UNITEDHEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WELLS FARGO BK N A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JPMORGAN STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TRANSAMERICA MULTI ASSET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ACAP STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CION ARES DIVERSIFIED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JPMORGAN EMRG MKTS EQTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JPMORGAN EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JPMORGAN EQUITY PREMIUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JPMORGAN GRWTH ADVANTAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45JPMORGAN HEDGED EQTY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46JPMORGAN STRATEGIC INCM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JP MORGAN ULTRA SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48TRANSAMERICA CAPITAL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$0.38$29.9$3.58$3.17$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.27$27.7$1.89$2.88$0.99
2022Detailed filing. Detailed filing data is available for this year.$25.9$0.35$25.6$3.39$2.58$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$0.24$30.1$3.70$2.60$1.10
2020Detailed filing. Detailed filing data is available for this year.$28.2$0.12$28.0$3.19$2.37$0.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.15$25.2$3.40$2.22$1.18
2018Detailed filing. Detailed filing data is available for this year.$22.1$0.60$21.5$3.53$2.11$1.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.83$21.8$3.01$1.96$1.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$0.29$19.8$2.45$1.76$0.70
2015Summary only. Only limited summary data is available for this year.$18.6$0.51$2.38$1.70$0.69
2014Summary only. Only limited summary data is available for this year.$18.0$0.28$2.99$1.37$1.62
2013Summary only. Only limited summary data is available for this year.$16.9$0.35$3.11$1.38$1.73
2012Summary only. Only limited summary data is available for this year.$15.0$0.45$2.17$2.12$0.05
2011Summary only. Only limited summary data is available for this year.$14.3$0.32$2.13$1.38$0.76