Civic Intelligence

Kirkpatrick Foundation Inc.

990PF • Fiscal year 2017 • EIN 73-0701736

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
1001 West Wilshire Blvd 4th FloorOklahoma City, OK 73116

(405) 608-0935

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

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

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

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

Net Margin

47th percentile

3.2%

Higher net margin than 47% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$163,564

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

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

Asset Growth

97th percentile

71%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

87th percentile

45%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$68,856,057

Up $28,518,083 (+71%) from 2016

Net Assets

Up

$68,795,425

Up $28,577,806 (+71%) from 2016

Liabilities

Down

$60,632

Down $59,723 (-50%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin47th percentile

Revenue

Up

$3,743,837

Up $1,166,862 (+45%) from 2016

Expenses

Up

$3,624,103

Up $255,268 (+7.6%) from 2016

Net Income

Up

$119,734

Up $911,594 (+115%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$100M$50M$0Assets 2011: $31,270,479Liabilities 2011: $45,7752011Assets 2012: $42,470,497Liabilities 2012: $43,3532012Assets 2013: $41,640,094Liabilities 2013: $62,645Net Assets 2013: $41,577,4492013Assets 2014: $41,393,665Liabilities 2014: $1,310,074Net Assets 2014: $40,083,5912014Assets 2015: $41,261,822Liabilities 2015: $263,849Net Assets 2015: $40,997,9732015Assets 2016: $40,337,974Liabilities 2016: $120,355Net Assets 2016: $40,217,6192016Assets 2017: $68,856,057Liabilities 2017: $60,632Net Assets 2017: $68,795,4252017Assets 2018: $63,975,944Liabilities 2018: $81,343Net Assets 2018: $63,894,6012018Assets 2019: $75,446,402Liabilities 2019: $118,502Net Assets 2019: $75,327,9002019Assets 2020: $81,939,723Liabilities 2020: $22,187Net Assets 2020: $81,917,5362020Assets 2021: $95,805,264Liabilities 2021: $185,351Net Assets 2021: $95,619,9132021Assets 2022: $76,520,676Liabilities 2022: $204,555Net Assets 2022: $76,316,1212022Assets 2023: $86,518,278Liabilities 2023: $257,620Net Assets 2023: $86,260,6582023Assets 2024: $97,926,692Liabilities 2024: $1,061,807Net Assets 2024: $96,864,8852024

Highlighted filing

2017

Assets$68,856,057
Liabilities$60,632
Net Assets$68,795,425
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,970,431Expenses 2011: $2,116,135Net Income 2011: -$145,7042011Revenue 2012: $13,919,131Expenses 2012: $2,721,241Net Income 2012: $11,197,8902012Revenue 2013: $2,228,208Expenses 2013: $3,141,473Net Income 2013: -$913,2652013Revenue 2014: $2,155,574Expenses 2014: $3,178,665Net Income 2014: -$1,023,0912014Revenue 2015: $3,717,405Expenses 2015: $3,477,146Net Income 2015: $240,2592015Revenue 2016: $2,576,975Expenses 2016: $3,368,835Net Income 2016: -$791,8602016Revenue 2017: $3,743,837Expenses 2017: $3,624,103Net Income 2017: $119,7342017Revenue 2018: $5,512,433Expenses 2018: $4,044,459Net Income 2018: $1,467,9742018Revenue 2019: $2,919,349Expenses 2019: $3,706,336Net Income 2019: -$786,9872019Revenue 2020: $3,367,452Expenses 2020: $4,111,558Net Income 2020: -$744,1062020Revenue 2021: $4,053,444Expenses 2021: $4,855,665Net Income 2021: -$802,2212021Revenue 2022: $3,823,215Expenses 2022: $4,211,178Net Income 2022: -$387,9632022Revenue 2023: $5,462,234Expenses 2023: $4,854,181Net Income 2023: $608,0532023Revenue 2024: $2,763,644Expenses 2024: $4,966,877Net Income 2024: -$2,203,2332024

Highlighted filing

2017

Revenue$3,743,837
Expenses$3,624,103
Net Income$119,734
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISA MCCUNESecretary/Executive DirectorFT$140,805$22,759$163,564
CHRISTIAN K KEESEEChairman-$0--
ROBERT CLEMENTSPresident-$0--
REBECCA LOVE MCCUBBINVice President-$0--
MAX WEITZENHOFFERTreasurer-$0--
GEORGE BACKTrustee-$0--
GEORGE RECORDSTrustee-$0--
MISCHA GORKUSCHATreasurer-$0--
MARK ROBERTSONTrustee-$0--
LIZ EICKMANAdviser-$0--
DAVID F GRIFFINTrustee-$0--
ELIZABETH A FARABEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kirkpatrick Foundation Inc
EIN
73-0701736
Phone
4056080935
Address
1001 WEST WILSHIRE BLVD 4TH FLOOR, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Robert Clements
Title
President
Phone
4056080935
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Hogantaylor Llp
Address
11600 BROADWAY EXT SUITE 300, OKLAHOMA CITY, OK 73114
Preparer
W Lyndel Lackey
Phone
4058482020
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ALPHABET INC-CL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CRITEO SA-SPON ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EOG RESOURCES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36IHS MARKIT LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ILLINOIS TOOLS WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39INTL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41INTUITIVE SURGICAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JPMORGAN ALERIAN MLP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KRAFT HEINZ CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MALLINCKRODT PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MEDIDATA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MONDELEZ INTERNATIONAL INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NETSCOUT SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PUBLIC SERVICE ENTERPRISE GP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SANOFI-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72T ROWE PRICE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TRIMBLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74U.S. BANCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75UNILEVER N V -NY SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VANGUARD INT APP INDX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VODAFONE GROUP PLC-SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WISDOMTREE EMERGING MARKETS SMALL CAP DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87YUM CHINA HOLDINGS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01819970
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01819970
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01232640
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02194662
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0316535
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03743837
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03743837
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09914
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09915
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019829
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02194662
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0139029
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt024535
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0163564
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02186280
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02186280
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt037638
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt012453
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01232640
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01232640
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0119734
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010257350
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03092
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03092
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06184
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02194662
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03393840
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt03745
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt03744
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07489
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0170484
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt09722
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0180206
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0704204
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt037634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0741838
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0316535
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0316535
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0172082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0172082
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt048367
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt08535
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt056902
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt028820
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt037744
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt066564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03299291
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0349997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03624103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03743837
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03743837
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01113011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0349997
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01437823
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05356
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt05356
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08062688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02194659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02194659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010257347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02194662
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0119734
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00

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Filings

Displayed year

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

Open filing
Assets
$68,856,057
Liabilities
$60,632
Net assets
$68,795,425
Revenue
$3,743,837
Expenses
$3,624,103
Net income
$119,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$97.9$1.06$96.9$2.76$4.97$2.20
2023Detailed filing. Detailed filing data is available for this year.$86.5$0.26$86.3$5.46$4.85$0.61
2022Detailed filing. Detailed filing data is available for this year.$76.5$0.20$76.3$3.82$4.21$0.39
2021Detailed filing. Detailed filing data is available for this year.$95.8$0.19$95.6$4.05$4.86$0.80
2020Detailed filing. Detailed filing data is available for this year.$81.9$0.02$81.9$3.37$4.11$0.74
2019Detailed filing. Detailed filing data is available for this year.$75.4$0.12$75.3$2.92$3.71$0.79
2018Detailed filing. Detailed filing data is available for this year.$64.0$0.08$63.9$5.51$4.04$1.47
2017Detailed filing. Detailed filing data is available for this year.$68.9$0.06$68.8$3.74$3.62$0.12
2016Detailed filing. Detailed filing data is available for this year.$40.3$0.12$40.2$2.58$3.37$0.79
2015Detailed filing. Detailed filing data is available for this year.$41.3$0.26$41.0$3.72$3.48$0.24
2014Detailed filing. Detailed filing data is available for this year.$41.4$1.31$40.1$2.16$3.18$1.02
2013Detailed filing. Detailed filing data is available for this year.$41.6$0.06$41.6$2.23$3.14$0.91
2012Summary only. Only limited summary data is available for this year.$42.5$0.04$13.9$2.72$11.2
2011Summary only. Only limited summary data is available for this year.$31.3$0.05$1.97$2.12$0.15