Civic Intelligence

Jack H and William M Light Charitable Tr

990PF • Fiscal year 2023 • EIN 74-2874941

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$111,761

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

45th percentile

2.0%

Faster asset growth than 45% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-2.9%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,629,340

Up $189,423 (+2.0%) from 2022

Net Assets

Up

$9,629,340

Up $189,423 (+2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin73rd percentile

Revenue

Down

$958,725

Down $28,870 (-2.9%) from 2022

Expenses

Down

$774,315

Down $58,925 (-7.1%) from 2022

Net Income

Up

$184,410

Up $30,055 (+19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$9,629,340
Liabilities$0
Net Assets$9,629,340
Open 2023 Filing

Operations Trend

Revenue Growth35th 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

2023

Revenue$958,725
Expenses$774,315
Net Income$184,410
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 2, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROADWAY NATIONAL BANKTrusteePT$111,761-$111,761
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
2024-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
10999 IH-10 W SUITE 255, San Antonio, TX 78230
Preparer
Rick Soat
Phone
2103428000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58HARTFORD INTL VAL 24478 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MFS INTERNATL VAL 16611 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JPMORGAN GLOBAL BOND 10307 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MFS EMERGING MARKETS DEBT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62HOME DEPOT INC- 331 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63STRYKER CORP- 519 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64T-MOBILE US INC- 1083 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WALMART INC- 925 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66META PLATFORMS 386 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67AMERICAN WATER WORKS 339 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68APOLLO GLOBAL MGMT 1595 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ESTEE LAUDER CLASS A 455 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70INTUIT COM 255 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NVIDIA CORPORATION 641 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PALO ALTO NETWORKS INC 630 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73QUALCOMM INC 642 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74RAYTHEON TECH CORP 694 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WASTE MGMT INC 658 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LINDE PLC 237 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77GQG PARTNERS EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78WCM FOCUSED EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ALBEMARLE CORPORATION 160 SHS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0438008
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0422240
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0340825
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0347552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt023226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt224738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36383
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt412931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt522710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt613522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt78180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt89599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt95914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1010522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11170991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1259469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13194932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14172492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15165394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16179058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt186168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1911683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt208629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt217370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2215788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER CORP 56 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AVALONBAY COMMUNITIES 49 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EQUINIX INC 11 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EQUITY RESIDENTIAL 142 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HEALTHPEAK PROP INC 197 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PROLOGIS INC 119 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PUBLIC STORAGE 61 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7REALTY INCOME CORP 75 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8SIMON PPTY GROUP 71 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VENTAS 76 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10WELLTOWER 99 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11SABINE ROYALTY TR 11,600 UNITS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PRINCIPAL GLOBAL REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13BLACKROCK EVENT DRIVEN EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14GATEWAY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15JPMORGAN HEDGED EQUITY FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16LAZARD GLOBAL 11,190.713 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17100000 MORGAN STANLEY PVT CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18HOST HOTELS AND RESORTS 285 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19INVITATION HOMES 184 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20SBA COMMUNICATIONS CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ALEXANDRIA REAL ESTAT EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22WP CAREY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2325000 FIRST FINANCIAL BK CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2425000 TRUSTSTONE FCU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25100000 MORGAN STANLEY CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt027849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt230605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt527593
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt628060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt78096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt810983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt97077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1014788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11787176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1259730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13204299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14223818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15231257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16183126
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt187262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1911870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt207611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt215451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2211990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2598578
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0229960
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0642399
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt086366
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0958725
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0958725
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02497
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02498
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04995
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0642399
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt055881
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt055881
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0111761
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0625000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0625000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt012955
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt012955
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0229960
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0229960
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0184410
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02833729
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0642399
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0867787
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt086366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt086366
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt016789
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0683378

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,629,340
Liabilities
$0
Net assets
$9,629,340
Revenue
$958,725
Expenses
$774,315
Net income
$184,410
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