Civic Intelligence

M D Jirous and Barbara Jirous Foundation Inc.

990PF • Fiscal year 2017 • EIN 73-1483496

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

Organization Profile
2701 W I 44 Service Rd Ste 103Oklahoma City, OK 73112

(405) 942-2936

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

46th percentile

2.5%

Higher net margin than 46% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$30,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

33rd percentile

0.2%

Faster asset growth than 33% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

114%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$10,115,661

Up $15,613 (+0.2%) from 2016

Net Assets

Up

$10,115,661

Up $15,613 (+0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin46th percentile

Revenue

Up

$627,073

Up $333,611 (+114%) from 2016

Expenses

Down

$611,460

Down $92,503 (-13%) from 2016

Net Income

Up

$15,613

Up $426,114 (+104%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$15M$10M$5.0M$0Assets 2011: $8,549,263Liabilities 2011: $0Net Assets 2011: $8,549,2632011Assets 2012: $10,029,962Liabilities 2012: $0Net Assets 2012: $10,029,9622012Assets 2013: $10,560,723Liabilities 2013: $02013Assets 2014: $10,500,978Liabilities 2014: $0Net Assets 2014: $10,500,9782014Assets 2015: $10,510,549Liabilities 2015: $0Net Assets 2015: $10,510,5492015Assets 2016: $10,100,048Liabilities 2016: $0Net Assets 2016: $10,100,0482016Assets 2017: $10,115,661Liabilities 2017: $0Net Assets 2017: $10,115,6612017Assets 2018: $10,386,452Liabilities 2018: $0Net Assets 2018: $10,386,4522018Assets 2019: $10,134,756Liabilities 2019: $0Net Assets 2019: $10,134,7562019Assets 2020: $9,916,290Liabilities 2020: $0Net Assets 2020: $9,916,2902020Assets 2021: $10,400,259Liabilities 2021: $0Net Assets 2021: $10,400,2592021Assets 2022: $11,367,508Liabilities 2022: $12,449Net Assets 2022: $11,355,0592022Assets 2023: $11,337,217Liabilities 2023: $29,570Net Assets 2023: $11,307,6472023Assets 2024: $11,326,192Liabilities 2024: $29,249Net Assets 2024: $11,296,9432024

Highlighted filing

2017

Assets$10,115,661
Liabilities$0
Net Assets$10,115,661
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $439,7442011Expenses 2012: $511,1652012Revenue 2013: $1,090,600Expenses 2013: $559,839Net Income 2013: $530,7612013Revenue 2014: $616,791Expenses 2014: $676,536Net Income 2014: -$59,7452014Revenue 2015: $693,486Expenses 2015: $683,915Net Income 2015: $9,5712015Revenue 2016: $293,462Expenses 2016: $703,963Net Income 2016: -$410,5012016Revenue 2017: $627,073Expenses 2017: $611,460Net Income 2017: $15,6132017Revenue 2018: $966,240Expenses 2018: $695,449Net Income 2018: $270,7912018Revenue 2019: $411,981Expenses 2019: $663,677Net Income 2019: -$251,6962019Revenue 2020: $461,786Expenses 2020: $680,252Net Income 2020: -$218,4662020Revenue 2021: $1,193,878Expenses 2021: $709,909Net Income 2021: $483,9692021Revenue 2022: $1,803,633Expenses 2022: $848,833Net Income 2022: $954,8002022Revenue 2023: $708,968Expenses 2023: $756,380Net Income 2023: -$47,4122023Revenue 2024: $746,605Expenses 2024: $757,309Net Income 2024: -$10,7042024

Highlighted filing

2017

Revenue$627,073
Expenses$611,460
Net Income$15,613
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M D JIROUSPresident-$30,000-$30,000
BARBARA JIROUSPresident-$5,000-$5,000
JAY JIROUSDirector-$5,000-$5,000
THOMAS COLLINSDirector-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
M D Jirous and Barbara Jirous
EIN
73-1483496
Phone
4059422936
Address
2701 W I 44 SERVICE RD STE 103, OKLAHOMA CITY, OK 73112

Signing Officer

Name
M D Jirous
Title
President
Phone
4059422936
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Fd Thompson & Co Plc
Address
13320 N MACARTHUR BLVD, OKLAHOMA CITY, OK 73142-3021
Preparer
Chris a Hudson
Phone
4056036400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48RICHARDSON TX TXBL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ROYAL BANK OF CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ABAXIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ARTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ARTISAN PARTNERS ASSET MGMT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ASPEN TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54AUTONHOME INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CDW CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CORE LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58DONALDSON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59DRIL-QUIP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60EXPONENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61FACTSET RESEARCH SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FOX FACTORY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GRACO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64HFF INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65JACK HENRY & ASSOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MANHATTAN ASSOCIATES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MARKETAXESS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NVR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69OLD DOMINION FREIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70POLARIS INDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PRICESMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74R L I CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75RBC BEARING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SHUTTERSTOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TELEDYNE TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TORO COMPATNY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WABCO HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SONIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81CONSUMER DISCRETIONARY SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82CONSUMERS STAPLES SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ENERGY SECTOR SDPR TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84FINANCIAL SECTOR SDPR TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85GUGGENHEIM S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86HEALTH CARE SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87INDUSTRIAL SECTOR SDPR TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ISHARES US TELECOMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ISHARES US FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90ISHARES US BASIC MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ISHARES S&P MIDCAP 400 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ISHARES S&P SMALLCAP 600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ISHARES S&P 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94ISHARES MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95ISHARES US AEROSPACE & DEFENSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96POWERSHARES DYNAMIC PHARMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97POWERSHARES QQQ TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98SDPR S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99TECHNOLOGY SECTOR SDPR TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WISDOMTREE TRUST EUROPE HEDGED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101GUGGENHEIM ENHANCED SHORT DURATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ISHARES 1-3 YR TREAS BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103VANGUARD BD INDEX FD INC ST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0216823
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0390031
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt015608
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt04611
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0627073
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0627073
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02580
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03830
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0390031
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0471220
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0471220
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0216823
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0216823
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt015613
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02676488
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015608
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015608
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0390031
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0533148
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02599
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02599
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04611
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04611
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt082738
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt082738
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06008
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0517470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt093925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0611460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0627073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0627073
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt046250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt093925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0140240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt190000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt360381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5247131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt611432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7286605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81566084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt329021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5140889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt65185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-1868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8209005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt329021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5140889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt65185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-1868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8209005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt190470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt389402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5388020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt616617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7284737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81775089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ACCT 6104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ACCT 6104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ACCT 6078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ACCT 6078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ACCT 6078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ACCT 6133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ACCT 6133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ACCT 2181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ACCT 2181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0390031
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-216
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt015613
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010115661
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010100048
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010115661
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0565571
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0565571
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0565571
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0576234
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010663

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Filings

Displayed year

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

Open filing
Assets
$10,115,661
Liabilities
$0
Net assets
$10,115,661
Revenue
$627,073
Expenses
$611,460
Net income
$15,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.3$0.03$11.3$0.75$0.76$0.01
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.03$11.3$0.71$0.76$0.05
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.01$11.4$1.80$0.85$0.95
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$1.19$0.71$0.48
2020Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.92$0.46$0.68$0.22
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.41$0.66$0.25
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.97$0.70$0.27
2017Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.63$0.61$0.02
2016Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.29$0.70$0.41
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.69$0.68$0.01
2014Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.62$0.68$0.06
2013Summary only. Only limited summary data is available for this year.$10.6$0.00$1.09$0.56$0.53
2012Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.51
2011Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.44