Civic Intelligence

Jack H and William M Light Charitable Tr

990PF • Fiscal year 2019 • EIN 74-2874941

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profile
PO Box 17001-trustSan Antonio, TX 78217-0001

(210) 283-6700

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$84,720

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,888,426

Up $344,467 (+4.0%) from 2018

Net Assets

Up

$8,888,426

Up $344,467 (+4.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin83rd percentile

Revenue

Down

$1,007,143

Down $373,154 (-27%) from 2018

Expenses

Down

$662,676

Down $52,417 (-7.3%) from 2018

Net Income

Down

$344,467

Down $320,737 (-48%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,880,264Liabilities 2011: $02011Assets 2012: $7,784,119Liabilities 2012: $02012Assets 2013: $7,852,296Liabilities 2013: $02013Assets 2014: $8,340,677Liabilities 2014: $02014Assets 2015: $8,106,448Liabilities 2015: $02015Assets 2016: $7,855,099Liabilities 2016: $0Net Assets 2016: $7,855,0992016Assets 2017: $7,878,755Liabilities 2017: $0Net Assets 2017: $7,878,7552017Assets 2018: $8,543,959Liabilities 2018: $0Net Assets 2018: $8,543,9592018Assets 2019: $8,888,426Liabilities 2019: $0Net Assets 2019: $8,888,4262019Assets 2020: $9,003,388Liabilities 2020: $0Net Assets 2020: $9,003,3882020Assets 2021: $9,282,642Liabilities 2021: $0Net Assets 2021: $9,282,6422021Assets 2022: $9,439,917Liabilities 2022: $0Net Assets 2022: $9,439,9172022Assets 2023: $9,629,340Liabilities 2023: $0Net Assets 2023: $9,629,3402023Assets 2024: $10,023,770Liabilities 2024: $0Net Assets 2024: $10,023,7702024

Highlighted filing

2019

Assets$8,888,426
Liabilities$0
Net Assets$8,888,426
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $369,500Expenses 2011: $522,326Net Income 2011: -$152,8262011Revenue 2012: $451,369Expenses 2012: $547,514Net Income 2012: -$96,1452012Revenue 2013: $588,470Expenses 2013: $520,293Net Income 2013: $68,1772013Revenue 2014: $1,060,563Expenses 2014: $572,182Net Income 2014: $488,3812014Revenue 2015: $495,224Expenses 2015: $729,453Net Income 2015: -$234,2292015Revenue 2016: $349,839Expenses 2016: $601,188Net Income 2016: -$251,3492016Revenue 2017: $666,578Expenses 2017: $642,328Net Income 2017: $24,2502017Revenue 2018: $1,380,297Expenses 2018: $715,093Net Income 2018: $665,2042018Revenue 2019: $1,007,143Expenses 2019: $662,676Net Income 2019: $344,4672019Revenue 2020: $777,980Expenses 2020: $663,018Net Income 2020: $114,9622020Revenue 2021: $860,045Expenses 2021: $724,527Net Income 2021: $135,5182021Revenue 2022: $987,595Expenses 2022: $833,240Net Income 2022: $154,3552022Revenue 2023: $958,725Expenses 2023: $774,315Net Income 2023: $184,4102023Revenue 2024: $1,154,782Expenses 2024: $781,792Net Income 2024: $372,9902024

Highlighted filing

2019

Revenue$1,007,143
Expenses$662,676
Net Income$344,467
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROADWAY NATIONAL BANKTrusteePT$84,720-$84,720
Filing and Contact Details

Filer

Filer Name
Jack H & William M Light
EIN
74-2874941
In Care Of
% BROADWAY NATL BANK TRUST DEP
Phone
2102836700
Address
PO BOX 17001-TRUST, SAN ANTONIO, TX 78217-0001

Signing Officer

Name
Tammy Ashby
Title
Sr VP - Trust Dept
Phone
2103428000
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
N Ari Berlin
Phone
2103428000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1550000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1650000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1750000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1850000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1918895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2047568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21213930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22214682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23198861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24163235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2869510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER CORP 87 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AVALONBAY COMMUNITIES 42 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BOSTON PROP 103 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DIGITAL REALTY TR 70 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EQUINIX INC 19 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5EQUITY RESIDENTIAL 110 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HEALTHPEAK PROP INC 159 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PUBLIC STORAGE 72 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8REALTY INCOME CORP 159 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SIMON PPTY GROUP 54 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VENTAS 57 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11WELLTOWER 88 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12100000 PINNACLE BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1350000 MORGAN STANLEY BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1475000 WELLS FARGO BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1550000 ALLY BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1650000 CITIBANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1750000 GOLDMAN SACHS BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1850000 BMW BANK NORTH AM CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19SABINE ROYALTY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20PRINCIPAL GLOBAL REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21JPMORGAN HEDGED EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22LITMAN GREGORY MASTERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23GATEWAY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24LAZARD GLOBAL 10818 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25100000 FEDERAL SAVINGS BK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26100000 EAGLEBANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27100000 MORGAN STANLEY PVTBK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2870000 SILVERGATE BK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt411090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt58901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt715333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt811707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt98044
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt103291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt117197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12100338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1350660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1475047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1551100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1651102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1751478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1851480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19467480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2052569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21223853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22215352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23220027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24170710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25101143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26101959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27101741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2870016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0185493
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0754257
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt021302
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt046091
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01007143
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01007143
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03498
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03498
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06994
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0754257
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt042360
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt042360
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt084720
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0533000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0533000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt06629
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt06629
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0185493
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0185493
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0344467
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04067235
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt021302
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt021302
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01610
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01610
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0754257
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0944983
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02356
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02356
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt046091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt046091
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07317
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt027367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0580468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt062160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0662676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01007143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01007143
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt047468
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt062160
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0129676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01142754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11790944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2379307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1199308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2491520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt354301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1199281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2491520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01151882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11990225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2870827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BROADWAY BANK - ST COVERED

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,888,426
Liabilities
$0
Net assets
$8,888,426
Revenue
$1,007,143
Expenses
$662,676
Net income
$344,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$1.15$0.78$0.37
2023Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$0.96$0.77$0.18
2022Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.99$0.83$0.15
2021Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.86$0.72$0.14
2020Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.78$0.66$0.11
2019Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$1.01$0.66$0.34
2018Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$1.38$0.72$0.67
2017Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.67$0.64$0.02
2016Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.35$0.60$0.25
2015Summary only. Only limited summary data is available for this year.$8.11$0.00$0.50$0.73$0.23
2014Summary only. Only limited summary data is available for this year.$8.34$0.00$1.06$0.57$0.49
2013Summary only. Only limited summary data is available for this year.$7.85$0.00$0.59$0.52$0.07
2012Summary only. Only limited summary data is available for this year.$7.78$0.00$0.45$0.55$0.10
2011Summary only. Only limited summary data is available for this year.$7.88$0.00$0.37$0.52$0.15