Civic Intelligence

The Marshal Verne Ross Foundation C/O Mary Frances Ross

990PF • Fiscal year 2013 • EIN 74-2864663

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile
2200 Quail Hollow Drive77802

(806) 745-6789

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

76th percentile

25%

Higher net margin than 76% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

47th percentile

$1,172

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

60th percentile

4.5%

Faster asset growth than 60% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

52nd percentile

5.1%

Faster revenue growth than 52% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,278,444

Up $140,625 (+4.5%) from 2012

Net Assets

Up

$3,278,444

Up $147,352 (+4.7%) from 2012

Liabilities

Down

$0

Down $6,727 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin76th percentile

Revenue

$632,574

No earlier filing loaded for comparison.

Expenses

Up

$475,966

Up $22,788 (+5.0%) from 2012

Net Income

$156,608

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,771,178Liabilities 2010: $0Net Assets 2010: $2,771,1782010Assets 2011: $2,919,507Liabilities 2011: $1,2862011Assets 2012: $3,137,819Liabilities 2012: $6,727Net Assets 2012: $3,131,0922012Assets 2013: $3,278,444Liabilities 2013: $0Net Assets 2013: $3,278,4442013Assets 2014: $3,545,971Liabilities 2014: $5,596Net Assets 2014: $3,540,3752014Assets 2015: $3,543,349Liabilities 2015: $10,549Net Assets 2015: $3,532,8002015Assets 2016: $3,462,036Liabilities 2016: $0Net Assets 2016: $3,462,0362016Assets 2017: $3,585,511Liabilities 2017: $6,051Net Assets 2017: $3,579,4602017Assets 2018: $3,973,330Liabilities 2018: $15,090Net Assets 2018: $3,958,2402018Assets 2019: $4,007,716Liabilities 2019: $0Net Assets 2019: $4,007,7162019Assets 2020: $4,140,701Liabilities 2020: $0Net Assets 2020: $4,140,7012020Assets 2021: $4,299,273Liabilities 2021: $5,838Net Assets 2021: $4,293,4352021Assets 2022: $4,505,876Liabilities 2022: $0Net Assets 2022: $4,505,8762022Assets 2023: $4,472,927Liabilities 2023: $0Net Assets 2023: $4,472,9272023Assets 2024: $4,907,922Liabilities 2024: $4,624Net Assets 2024: $4,903,2982024

Highlighted filing

2013

Assets$3,278,444
Liabilities$0
Net Assets$3,278,444
Open 2013 Filing

Operations Trend

Revenue Growth52nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $421,7922010Revenue 2011: $572,655Expenses 2011: $425,612Net Income 2011: $147,0432011Expenses 2012: $453,1782012Revenue 2013: $632,574Expenses 2013: $475,966Net Income 2013: $156,6082013Revenue 2014: $726,791Expenses 2014: $513,973Net Income 2014: $212,8182014Revenue 2015: $390,336Expenses 2015: $430,572Net Income 2015: -$40,2362015Revenue 2016: $285,477Expenses 2016: $420,965Net Income 2016: -$135,4882016Revenue 2017: $508,309Expenses 2017: $397,799Net Income 2017: $110,5102017Revenue 2018: $771,804Expenses 2018: $417,841Net Income 2018: $353,9632018Revenue 2019: $457,767Expenses 2019: $435,066Net Income 2019: $22,7012019Revenue 2020: $540,211Expenses 2020: $429,689Net Income 2020: $110,5222020Revenue 2021: $604,118Expenses 2021: $482,184Net Income 2021: $121,9342021Revenue 2022: $732,500Expenses 2022: $571,167Net Income 2022: $161,3332022Revenue 2023: $507,660Expenses 2023: $580,446Net Income 2023: -$72,7862023Revenue 2024: $991,651Expenses 2024: $592,829Net Income 2024: $398,8222024

Highlighted filing

2013

Revenue$632,574
Expenses$475,966
Net Income$156,608
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDELL D MOORETreasurer-$0$1,172$1,172
MARY FRANCES ROSSPresident-$0$1,074$1,074
MARGARET PURVISVice Pres-$0$1,072$1,072
MARSHA FRANCES ROSS SHAERDirector-$0--
AMANDA LEE ROSSDirector-$0--
Filing and Contact Details

Filer

EIN
74-2864663
Phone
8067456789

Signing Officer

Name
Wendell Moore
Title
Director
Phone
8067456789
Signed
2014-05-12
Discuss with paid preparer
Yes

Preparer

Preparer
Jimmy D Pendergrass
Phone
8067456789
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NESTLE SA REP RG SH ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NOVARTIS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61OCCIDENTAL PETE CORP CAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ONEOK INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PEPSICO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PETROCHINA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PLAINS ALL AMERICAN PIPELINE LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PLAINS GP HLDGS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68POTASH CORP SASKATCHEWAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69POWERSHARES EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70POWERSHARES GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71POWERSHARES QQQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74RALPH LAUREN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ROWE T PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SCHLUMBERGER, LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SEADRILL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SPDR BARCLAYS SHORT TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SPDR DJ WILSHIRE INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SPDR DJ WILSHIRE REIT EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SPDR S P EMERGING MARKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SSGA ACTIVE MULTI-ASSET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86STATOIL ASA SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TECK RESOURCES LTD CLS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TEVA PHARMACTCL INDS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90UNILEVER NV NY REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNITED TECHS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93V F CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VANGUARD DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VANGUARD FTSE DEVELOPED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VANGUARD MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VANGUARD MSCI EUROPE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VANGUARD TOTAL STK MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WEYERHAUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WHITING PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WILLIAMS COMPANIES DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105WISDOM TREE ASIA LOCAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106WISDOM TREE BRAZILIAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107WISDOM TREE TRUST JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108YUM BRANDS, INC.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt082881
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0128478
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0334
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0420881
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0632574
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0632574
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04642
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt013923
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018565
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0128478
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt062848
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt062848
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt082881
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt082881
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0156608
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01061393
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0128478
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0467022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01518
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01518
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0420881
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0420881
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt035878
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035878
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt048897
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt053839
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0305472
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0165552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0475966
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0632574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0632574
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05472
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0165552
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0175966
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0830
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt02488
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt03318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52006-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82004-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102006-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142006-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182011-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212012-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222007-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262011-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272011-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302010-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312011-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332008-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342011-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362010-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt371998-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382007-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392011-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402011-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412008-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422007-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432011-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442011-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452007-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462011-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472009-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482010-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492008-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502009-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512012-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522012-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532012-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542006-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552010-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562010-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572012-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582008-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592011-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602011-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612010-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622008-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt148422

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,278,444
Liabilities
$0
Net assets
$3,278,444
Revenue
$632,574
Expenses
$475,966
Net income
$156,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.90$0.99$0.59$0.40
2023Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.51$0.58$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.73$0.57$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.30$0.01$4.29$0.60$0.48$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.54$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.46$0.44$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.97$0.02$3.96$0.77$0.42$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.59$0.01$3.58$0.51$0.40$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.29$0.42$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.54$0.01$3.53$0.39$0.43$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.01$3.54$0.73$0.51$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.63$0.48$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.14$0.01$3.13$0.45
2011Summary only. Only limited summary data is available for this year.$2.92$0.00$0.57$0.43$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.42