Civic Intelligence

Wegener Foundation Inc.

990PF • Fiscal year 2022 • EIN 73-6095407

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 01, 2023

Organization Profile
PO 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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$5,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

34%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$4,873,698

Up $611,661 (+14%) from 2021

Net Assets

$4,872,698

No earlier filing loaded for comparison.

Liabilities

Up

$1,000

Up $999 (+99900%) from 2021

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin87th percentile

Revenue

Up

$1,201,511

Up $302,954 (+34%) from 2021

Expenses

Up

$578,766

Up $77,541 (+15%) from 2021

Net Income

Up

$622,745

Up $225,413 (+57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2022

Assets$4,873,698
Liabilities$1,000
Net Assets$4,872,698
Open 2022 Filing

Operations Trend

Revenue Growth76th 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

2022

Revenue$1,201,511
Expenses$578,766
Net Income$622,745
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF WEGENERPresident-$5,000-$5,000
RODNEY WEGENERVice President-$5,000-$5,000
KAY WOLFARDTrustee-$5,000-$5,000
LAURA TONTZTrustee-$5,000-$5,000
MATTHEW WEGENERTrustee-$5,000-$5,000
SHERRIE SCHROEDERTreasurer-$0--
KARI BLAKLEYSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Jeff Wegener
Title
President
Phone
4052358455
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Rebecca a Rodriguez
Phone
2108286281
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ROYCE INTERNATIONAL PREMIER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TRUIST FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64UNITED PARCEL SERVICE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VALERO ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD HIGH DIVIDEND YIELD INDEX ETF (MKT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VANGUARD EMERGING MKTS STOCK IDX ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VANGUARD SMALL CAP INDEX FD ADMIRAL SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD MID CAP INDEX FD ADMIRAL SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VANGUARD UTILITIES ETF (MKT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VANGUARD TELECOMMUNICATION SERVICES (ETF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VANGUARD MID CAP INDEX ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VANGUARD GROWTH INDEX ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VANGUARD SMALL CAP INDEX ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VANGUARD 500 INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VANGUARD DEVELOPED MARKETS IDX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WALMART STORES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ALLSPRING SPECIAL SMALL CAP VALUE FUND INSTITUTIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ZIMMER BIOMET HLDGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt039567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt192561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt226469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD GLOBAL EXU S REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD ULTRA SHORT TERM BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MINERAL RIGHTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt029558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt190946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25150964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt091060
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011801
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt01098640
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01201511
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01201511
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01314
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03942
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05256
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011801
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0386500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0386500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt091060
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt091060
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0622745
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0820372
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011801
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01066544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0251
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01098650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01098650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt033500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038382
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt071882
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt073945
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt089877
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0427867
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0134967
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0578766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01201511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01201511
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt041367
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0134967
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0192266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0124812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2100891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt326350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4176276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5115536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt676624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt722742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt920020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1039629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1115950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1317115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt153745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt023449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt285674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-33336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-35667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-8431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-4228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-2609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-8883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-6886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-7611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-5558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1716958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt023449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt285674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-33336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-35667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-8431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-4228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-2609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-8883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-6886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-7611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-5558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1716958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0148261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2186565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt324422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4142940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt579869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt668193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt718514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt911137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1032743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1311557

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,873,698
Liabilities
$1,000
Net assets
$4,872,698
Revenue
$1,201,511
Expenses
$578,766
Net income
$622,745
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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