Civic Intelligence

Elizabeth Huth Maddux Charitable Foundation

990PF • Fiscal year 2016 • EIN 74-6399782

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
P O Box 17001San 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

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$69,630

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

28th percentile

-1.7%

Faster asset growth than 28% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$31,888,940

Down $553,723 (-1.7%) from 2015

Net Assets

$31,888,940

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin9th percentile

Revenue

Down

$1,306,192

Down $2,792,377 (-68%) from 2015

Expenses

Down

$1,882,825

Down $150,483 (-7.4%) from 2015

Net Income

Down

-$576,633

Down $2,641,894 (-128%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$40M$30M$20M$10M$0Assets 2011: $31,016,136Liabilities 2011: $02011Assets 2012: $30,931,444Liabilities 2012: $02012Assets 2013: $30,263,363Liabilities 2013: $02013Assets 2014: $30,377,402Liabilities 2014: $02014Assets 2015: $32,442,663Liabilities 2015: $02015Assets 2016: $31,888,940Liabilities 2016: $0Net Assets 2016: $31,888,9402016Assets 2017: $34,309,005Liabilities 2017: $0Net Assets 2017: $34,309,0052017Assets 2018: $34,255,723Liabilities 2018: $0Net Assets 2018: $34,255,7232018Assets 2019: $34,801,819Liabilities 2019: $0Net Assets 2019: $34,801,8192019Assets 2020: $34,307,820Liabilities 2020: $0Net Assets 2020: $34,307,8202020Assets 2021: $35,351,592Liabilities 2021: $0Net Assets 2021: $35,351,5922021Assets 2022: $36,696,524Liabilities 2022: $0Net Assets 2022: $36,696,5242022Assets 2023: $37,034,799Liabilities 2023: $12023Assets 2024: $38,101,923Liabilities 2024: $0Net Assets 2024: $38,101,9232024

Highlighted filing

2016

Assets$31,888,940
Liabilities$0
Net Assets$31,888,940
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,605,211Expenses 2011: $1,675,453Net Income 2011: -$70,2422011Revenue 2012: $1,695,069Expenses 2012: $1,779,761Net Income 2012: -$84,6922012Revenue 2013: $1,298,272Expenses 2013: $1,966,353Net Income 2013: -$668,0812013Revenue 2014: $2,069,225Expenses 2014: $1,955,186Net Income 2014: $114,0392014Revenue 2015: $4,098,569Expenses 2015: $2,033,308Net Income 2015: $2,065,2612015Revenue 2016: $1,306,192Expenses 2016: $1,882,825Net Income 2016: -$576,6332016Revenue 2017: $4,281,700Expenses 2017: $1,857,779Net Income 2017: $2,423,9212017Revenue 2018: $1,989,348Expenses 2018: $2,042,630Net Income 2018: -$53,2822018Revenue 2019: $2,520,398Expenses 2019: $1,974,302Net Income 2019: $546,0962019Revenue 2020: $1,532,220Expenses 2020: $2,026,219Net Income 2020: -$493,9992020Revenue 2021: $3,175,594Expenses 2021: $2,131,822Net Income 2021: $1,043,7722021Revenue 2022: $3,688,177Expenses 2022: $2,343,245Net Income 2022: $1,344,9322022Revenue 2023: $2,494,747Expenses 2023: $2,156,472Net Income 2023: $338,2752023Revenue 2024: $3,207,451Expenses 2024: $2,140,327Net Income 2024: $1,067,1242024

Highlighted filing

2016

Revenue$1,306,192
Expenses$1,882,825
Net Income-$576,633
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROADWAY NATIONAL BANKTrustee-$69,630-$69,630
BETTY ANN STIEREN KELSODistribution Committee-$0--
AMY STIERENDistribution Committee-$0--
Filing and Contact Details

Filer

Filer Name
Elizabeth Huth Coates Charitable
EIN
74-6399782
In Care Of
% BROADWAY NATIONAL BANK
Phone
2102836700
Address
P O BOX 17001, SAN ANTONIO, TX 78217-0001

Signing Officer

Name
Tammy Ashby
Title
Trust Officer
Phone
2102836700
Signed
2017-05-12
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BLACKROCK INC 705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CERNER CORPORATION 3,955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHECK POINT SOFTWARE 3,370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CHEVRON CORPORATION 2,435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CISCO SYSTEMS INC 10,360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COSTCO WHOLESALE CORP 1,315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CSX CORP. 7,745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CUMMINS INC 2,115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CVS HEALTH CORP 2,202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DEERE & COMPANY 2,945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EMC CORP/MASS 11,025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30EMERSON ELECTRIC COMPANY 4,580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EOG RESOURCES INC 2,720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EXXON MOBIL CORPORATION 3,085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GENERAL MILLS INC 3,485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JOHNSON & JOHNSON 2,890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JPMORGAN CHASE & CO 4,245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36LABORATORY CORP 2,065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MCDONALDS CORP 2,700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38METLIFE INC 5,060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MONSANTO CO 1,970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NIKE INC CLASS B 5,170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41OCCIDENTAL PETROLEUM CORP 3345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ORACLE CORPORATION 6,635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PHILIP MORRIS INTEL 2,510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PNC FINANCIAL SRVCS GRP 2,795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PPG INDUSTRIES INC 2,060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PPL CORP COM 4,186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PROCTER & GAMBLE CO 3,145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48QUALCOMM INC 3,795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49RMR GROUP INC 46.48
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ROSS STORES INC 5,030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SPDR S&P BIOTECH ETF 3,900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52T ROWE PRICE GROUP INC 3,195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53THE TRAVELERS COMPANIES 2,560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54THERMO FISHER SCIENTIFIC 2,200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UNITED TECHNOLOGIES INC 2,210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VF CORPORATION 3,465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WALT DISNEY COMPANY 2,440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WILLIAMS SONOMA INC 3,214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ACCENTURE PLC 2,565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NESTLE SA-SPONS ADR 2,890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NOVARTIS AG ADR 2,445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SANOFI-AVENTIS-ADR 3,755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SCHLUMBERGER LIMITED 2,515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ARTISAN MID CAP 25,654.579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LOOMIS SAYLES SMALL 8,120.865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VANGUARD EXPLORER FD 3,181.591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGUARD SELECTED 38,191.345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MFS INTL VALUE 57,580.421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ABERDEEN EMERGING 55,722.873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70OPPENHEIMER DEVELOP 22,278.938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71OPPENHEIMER INTL 56,574.761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72CREDIT SUISSE MLP 13,680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73JPMORGAN ALERIAN MLP 8,645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74EATON VANCE DIV 37,981.427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ARTISAN HIGH INC-ADV 39379.532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76GUGGENHEIM TOTAL RET 13326.256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77FACEBOOK INC 2,2564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78HONEYWELL ITNL INX FND 2,720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ISHARES NASDAQ BIOTECH 1,131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PAYPAL HOLDINGS 8,933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PUBLIC SVC ENTRPSE GRP 3,256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STARBUCKS CORP 5,523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ALLERGAN PLC 1,174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84HODGES SMLL CAP FND 18,070.179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85LOOMIS SAYLES SMLL CP 11,199.5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86BAERDEEN EMRG MKTS 77,501.076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87GATEWAY FUND 17,045.454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VANGUARD MARKT NTRL 44,523.333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UBS ETRACS ALERIAN 16,462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90JPMORGAN GLOBAL BND 35,433.071
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0509056
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0506970
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt065771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt156921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt254680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3101441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt446777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt545415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt623582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt725164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt830137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt987767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1091228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER CORP 645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BOSTON PROPERTIES INC 725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DIGITAL REALTY TRUST 940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EQUITY RESIDENTIAL 1,115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HCP INC TRUST 905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5HOST HOTELS AND RESRTS 2927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WELLTOWER INC 661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7HOSPITALITY PROPERTIES TR 2800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PUBLIC STORAGE 600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SIMON PPTY GROUP 603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10TANGER FACTORY OUTLET CTR 2460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VENTAS INC 594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VORNADO REALTY TRUST 645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13THIRD AVENUE REAL 3,445.31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PRINCIPAL DIV 24,640.472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PRINCIPAL GLOBAL REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt073025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1116724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt279787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt386693
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt455145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt544241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6111750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7116552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt898645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt990176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1093487
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0777695
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0572644
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01350339
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01350339
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04313
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04312
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08625
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0527911
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt034815
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt034815
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt069630
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01761594
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01761594
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0778281
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0778281
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-576633
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07963581
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0527911
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01263486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01204
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01204
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02375
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt041772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01800722
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01882825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01306192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01306192
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt039128
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt042706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0121231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0996837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16438833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt079939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1335419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2112553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt079939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1335419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01076776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16774252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,888,940
Liabilities
$0
Net assets
$31,888,940
Revenue
$1,306,192
Expenses
$1,882,825
Net income
-$576,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$3.21$2.14$1.07
2023Summary only. Only limited summary data is available for this year.$37.0$0.00$2.49$2.16$0.34
2022Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$3.69$2.34$1.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.4$0.00$35.4$3.18$2.13$1.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.00$34.3$1.53$2.03$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.8$0.00$34.8$2.52$1.97$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.00$34.3$1.99$2.04$0.05
2017Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$4.28$1.86$2.42
2016Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$1.31$1.88$0.58
2015Summary only. Only limited summary data is available for this year.$32.4$0.00$4.10$2.03$2.07
2014Summary only. Only limited summary data is available for this year.$30.4$0.00$2.07$1.96$0.11
2013Summary only. Only limited summary data is available for this year.$30.3$0.00$1.30$1.97$0.67
2012Summary only. Only limited summary data is available for this year.$30.9$0.00$1.70$1.78$0.08
2011Summary only. Only limited summary data is available for this year.$31.0$0.00$1.61$1.68$0.07
Peer Organizations

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