Civic Intelligence

Jack H and William M Light Charitable Tr

990PF • Fiscal year 2021 • EIN 74-2874941

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

53rd percentile

16%

Higher net margin than 53% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$119,880

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

36th percentile

3.1%

Faster asset growth than 36% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

11%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,282,642

Up $279,254 (+3.1%) from 2020

Net Assets

Up

$9,282,642

Up $279,254 (+3.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin53rd percentile

Revenue

Up

$860,045

Up $82,065 (+11%) from 2020

Expenses

Up

$724,527

Up $61,509 (+9.3%) from 2020

Net Income

Up

$135,518

Up $20,556 (+18%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2021

Assets$9,282,642
Liabilities$0
Net Assets$9,282,642
Open 2021 Filing

Operations Trend

Revenue Growth47th 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

2021

Revenue$860,045
Expenses$724,527
Net Income$135,518
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROADWAY NATIONAL BANKTrusteePT$119,880-$119,880
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 Wheeldon
Title
Sr VP - Trust Dept
Phone
2103428000
Signed
2022-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
David G Weeks
Phone
2103428000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WEC ENERGY GROUP INC- 670 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74META PLATFORMS 386 SHS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0503248
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0496224
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt082
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt412320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt67345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt79584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt95047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt105287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13175830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1459469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15213530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16198861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17196488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18171278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt283606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt294563
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt305962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt324441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER CORP 56 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AVALONBAY COMMUNITIES 49 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BOSTON PROP 169 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CYRUSONE INC 110 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EQUINIX INC 11 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5EQUITY RESIDENTIAL 142 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HEALTHPEAK PROP INC 197 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PROLOGIS INC 119 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PUBLIC STORAGE 61 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9REALTY INCOME CORP 75 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SIMON PPTY GROUP 71 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VENTAS 76 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12WELLTOWER 99 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SABINE ROYALTY TR 11,600 UNITS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PRINCIPAL GLOBAL REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15BLACKROCK EVENT DRIVEN EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GATEWAY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17JPMORGAN HEDGED EQUITY FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18LAZARD GLOBAL 11,190.713 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19100000 PINNACLE BANK TN CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20100000 FEDERAL SAVINGS BK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2150000 ALLY BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2250000 CITIBANK NA CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2350000 GOLDMAN SACHS BANK US CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2450000 BMW BANK NA CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25100000 EAGLEBANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2650000 BMO HARRIS BANK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27100000 MORGAN STANLEY PVT CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28AMERICAN CAMPUS COMMUNITIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29HOST HOTELS AND RESORTS 285 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30INVITATION HOMES 184 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31ORION OFFICE REIT 8 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32SBA COMMUNICATIONS CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt021353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt417763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt68084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt717846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt821350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt96729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt106870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt127891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13483488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1476318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15222067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16258105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17262074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18188151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25100848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27103782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt284984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt294956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt308343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt326613
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/DividendsAndInterestFromSecDtl/ExclusionAmt0205700
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0606267
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt048078
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0860045
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0860045
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02497
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02498
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04995
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0606267
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt059940
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt059940
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0119880
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0576000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0576000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt07212
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt07212
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0205700
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0205700
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0135518
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01956944
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0459
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0459
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0918
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0606267
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0774414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02856
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02856
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt048078
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt048078
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,282,642
Liabilities
$0
Net assets
$9,282,642
Revenue
$860,045
Expenses
$724,527
Net income
$135,518
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