Civic Intelligence

Wegener Foundation Inc.

990PF • Fiscal year 2017 • EIN 73-6095407

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 07, 2018

Organization Profile
P O Box 18335Oklahoma City, OK 73154-0335

(405) 235-8455

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$9,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

48th percentile

1.9%

Faster asset growth than 48% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

39%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,627,888

Up $67,396 (+1.9%) from 2016

Net Assets

Up

$3,627,888

Up $69,028 (+1.9%) from 2016

Liabilities

Down

$0

Down $1,632 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin68th percentile

Revenue

Up

$520,309

Up $145,218 (+39%) from 2016

Expenses

Up

$451,281

Up $25,633 (+6.0%) from 2016

Net Income

Up

$69,028

Up $119,585 (+237%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,066,043Liabilities 2011: $1,6812011Assets 2012: $2,016,302Liabilities 2012: $2,1762012Assets 2013: $2,183,572Liabilities 2013: $4,6772013Assets 2014: $3,208,265Liabilities 2014: $2,2512014Assets 2015: $3,611,289Liabilities 2015: $1,872Net Assets 2015: $3,609,4172015Assets 2016: $3,560,492Liabilities 2016: $1,632Net Assets 2016: $3,558,8602016Assets 2017: $3,627,888Liabilities 2017: $0Net Assets 2017: $3,627,8882017Assets 2018: $3,656,893Liabilities 2018: $0Net Assets 2018: $3,656,8932018Assets 2019: $4,008,559Liabilities 2019: $0Net Assets 2019: $4,008,5592019Assets 2020: $3,865,748Liabilities 2020: $0Net Assets 2020: $3,865,7482020Assets 2021: $4,262,037Liabilities 2021: $12021Assets 2022: $4,873,698Liabilities 2022: $1,000Net Assets 2022: $4,872,6982022Assets 2023: $6,232,873Liabilities 2023: $12023Assets 2024: $7,526,827Liabilities 2024: $2,681Net Assets 2024: $7,524,1462024

Highlighted filing

2017

Assets$3,627,888
Liabilities$0
Net Assets$3,627,888
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $439,587Expenses 2011: $311,364Net Income 2011: $128,2232011Revenue 2012: $298,326Expenses 2012: $348,562Net Income 2012: -$50,2362012Revenue 2013: $522,712Expenses 2013: $357,943Net Income 2013: $164,7692013Revenue 2014: $1,782,224Expenses 2014: $755,105Net Income 2014: $1,027,1192014Revenue 2015: $813,932Expenses 2015: $410,529Net Income 2015: $403,4032015Revenue 2016: $375,091Expenses 2016: $425,648Net Income 2016: -$50,5572016Revenue 2017: $520,309Expenses 2017: $451,281Net Income 2017: $69,0282017Revenue 2018: $450,490Expenses 2018: $421,485Net Income 2018: $29,0052018Revenue 2019: $1,051,738Expenses 2019: $700,072Net Income 2019: $351,6662019Revenue 2020: $519,303Expenses 2020: $662,094Net Income 2020: -$142,7912020Revenue 2021: $898,557Expenses 2021: $501,225Net Income 2021: $397,3322021Revenue 2022: $1,201,511Expenses 2022: $578,766Net Income 2022: $622,7452022Revenue 2023: $1,990,527Expenses 2023: $657,684Net Income 2023: $1,332,8432023Revenue 2024: $2,124,381Expenses 2024: $846,346Net Income 2024: $1,278,0352024

Highlighted filing

2017

Revenue$520,309
Expenses$451,281
Net Income$69,028
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK WEGENERTrustee-$9,000-$9,000
LEE HOLMESPresident-$9,000-$9,000
EC WEGENER EC WEGENERTrustee-$9,000-$9,000
RODNEY WEGENERTrustee-$9,000-$9,000
JEFF WEGENERVP/Treasurer-$9,000-$9,000
KAY WOLFARDTrustee-$9,000-$9,000
Filing and Contact Details

Filer

Filer Name
Wegener Foundation Inc
EIN
73-6095407
Phone
4052358455
Address
P O BOX 18335, OKLAHOMA CITY, OK 73154-0335

Signing Officer

Name
Lee Holmes
Title
President
Phone
4052358455
Signed
2018-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
210 PARK AVENUE SUITE 1725, OKLAHOMA CITY, OK 73102
Preparer
Anne Scudder
Phone
4052397961
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49INTERCONTINENTAL EXCHANGE IN COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50INTERNATIONAL BUSINESS MACHS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES TR MSCI SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JP MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55METLIFE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NATIONAL OILWELL VARCO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PRICE T ROWE INSTL INTL FDS EMERG MK EQ FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PRUDENTIAL FINANCIAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TAPESTRY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNITED PARCEL SERVICE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VALERO ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VANGUARD WORLD FDS MATERIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VANGUARD WORLD FDS UTILITIES ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD WORLD FDS TELCOMM ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VANGUARD INTL EQUITY INDEX F MSCI EMR MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VANGUARD INDEX FDS REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VANGUARD INDEX FDS MDCAP INDEX ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VANGUARD SMALL CAP INDEX FD ADMIRAL SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WAL?MART STORES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WELLS FARGO & CO NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ZIMMER BIOMET HLDGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt026469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2185000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt373895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt439567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MINERAL RIGHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD SMALL-CAP VALUE INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD FIXED INCOME SECS F STRM INVGRA AD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GOLDMAN SACHS TR INTL SCINS INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD GLOBAL EX?U S REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01555188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2184122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt388586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt443258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt092455
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt085580
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0342274
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0520309
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0520309
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01788
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05362
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07150
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt085580
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt014040
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt039960
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt054000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0292000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0292000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt092456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt092455
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt069028
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0275068
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt085580
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0389217
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt08305
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt08305
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt025618
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt025618
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0342274
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0342274
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021440
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt025492
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0313188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0131093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0451281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0520310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0520309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021188
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0131093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0159281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42004-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt642794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt720000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt816330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt924962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1610456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1722853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt205714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt216485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt217264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt311709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt410215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-8526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1271

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Filings

Displayed year

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

Open filing
Assets
$3,627,888
Liabilities
$0
Net assets
$3,627,888
Revenue
$520,309
Expenses
$451,281
Net income
$69,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.52$2.12$0.85$1.28
2023Summary only. Only limited summary data is available for this year.$6.23$0.00$1.99$0.66$1.33
2022Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$1.20$0.58$0.62
2021Summary only. Only limited summary data is available for this year.$4.26$0.00$0.90$0.50$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.52$0.66$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$1.05$0.70$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.45$0.42$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.52$0.45$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.38$0.43$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.81$0.41$0.40
2014Summary only. Only limited summary data is available for this year.$3.21$0.00$1.78$0.76$1.03
2013Summary only. Only limited summary data is available for this year.$2.18$0.00$0.52$0.36$0.16
2012Summary only. Only limited summary data is available for this year.$2.02$0.00$0.30$0.35$0.05
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$0.44$0.31$0.13