Civic Intelligence

Waldon H and Adele Orr Charitable Trust Co Wells Fargo Bank Na Ifs Fiduciary Tax

990PF • Fiscal year 2013 • EIN 74-6523535

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 01, 2014

Organization Profile
PO Box 4162978704-9926

(979) 776-3237

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

8th percentile

-61%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

65th percentile

$57,771

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 34.7% of source-year revenue.

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

Asset Growth

28th percentile

-2.6%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,753,344

Down $101,221 (-2.6%) from 2012

Net Assets

Down

$3,753,344

Down $101,221 (-2.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin8th percentile

Revenue

$166,626

No earlier filing loaded for comparison.

Expenses

Up

$267,817

Up $9,870 (+3.8%) from 2012

Net Income

-$101,191

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,957,963Liabilities 2011: $2,998Net Assets 2011: $3,954,9652011Assets 2012: $3,854,565Liabilities 2012: $0Net Assets 2012: $3,854,5652012Assets 2013: $3,753,344Liabilities 2013: $0Net Assets 2013: $3,753,3442013Assets 2014: $4,253,824Liabilities 2014: $4,731Net Assets 2014: $4,249,0932014Assets 2015: $4,477,892Liabilities 2015: $0Net Assets 2015: $4,477,8922015Assets 2016: $4,299,839Liabilities 2016: $0Net Assets 2016: $4,299,8392016Assets 2017: $4,494,076Liabilities 2017: $0Net Assets 2017: $4,494,0762017Assets 2018: $4,498,923Liabilities 2018: $2,351Net Assets 2018: $4,496,5722018Assets 2019: $4,542,129Liabilities 2019: $1,227Net Assets 2019: $4,540,9022019Assets 2020: $4,459,736Liabilities 2020: $0Net Assets 2020: $4,459,7362020Assets 2021: $4,427,775Liabilities 2021: $2,750Net Assets 2021: $4,425,0252021Assets 2022: $4,352,175Liabilities 2022: $2,552Net Assets 2022: $4,349,6232022Assets 2023: $5,056,834Liabilities 2023: $0Net Assets 2023: $5,056,8342023Assets 2024: $5,161,642Liabilities 2024: $0Net Assets 2024: $5,161,6422024

Highlighted filing

2013

Assets$3,753,344
Liabilities$0
Net Assets$3,753,344
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $234,2112011Expenses 2012: $257,9472012Revenue 2013: $166,626Expenses 2013: $267,817Net Income 2013: -$101,1912013Revenue 2014: $793,003Expenses 2014: $297,254Net Income 2014: $495,7492014Revenue 2015: $227,141Expenses 2015: $327,597Net Income 2015: -$100,4562015Revenue 2016: $163,807Expenses 2016: $333,816Net Income 2016: -$170,0092016Revenue 2017: $224,957Expenses 2017: $332,645Net Income 2017: -$107,6882017Revenue 2018: $336,016Expenses 2018: $312,105Net Income 2018: $23,9112018Revenue 2019: $405,821Expenses 2019: $361,491Net Income 2019: $44,3302019Revenue 2020: $285,272Expenses 2020: $366,438Net Income 2020: -$81,1662020Revenue 2021: $384,335Expenses 2021: $419,046Net Income 2021: -$34,7112021Revenue 2022: $370,304Expenses 2022: $445,706Net Income 2022: -$75,4022022Revenue 2023: $1,144,463Expenses 2023: $419,786Net Income 2023: $724,6772023Revenue 2024: $531,124Expenses 2024: $438,952Net Income 2024: $92,1722024

Highlighted filing

2013

Revenue$166,626
Expenses$267,817
Net Income-$101,191
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 1, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO TRUST DEPARTMENTTrustee-$57,771-$57,771
Filing and Contact Details

Filer

EIN
74-6523535
Phone
9797763237

Signing Officer

Name
Laurie a Stenbeck
Title
Trust Officer
Phone
9797763237
Signed
2014-08-01
Discuss with paid preparer
Yes

Preparer

Preparer
William V Milberger
Phone
9798220175
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0166626
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt046764
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt064317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0532695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt063093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt063093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0595788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO INVESTMENTS/LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt064245
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-101191
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03753344
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03854535
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03753344
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0251925
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0251925
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0251925
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0254322
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02397
IRS990PF/DistributableAmountGrp/TotalTaxAmt02397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02781
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05178
IRS990PF/FMVAssetsEOYAmt05477495
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt033272
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt011331
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt033272
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt033272
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0400077
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0200351
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0208586
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02704581
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02615267
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04301808
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02522
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0341150
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0281763
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0308619
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt05178
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02781
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02781
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03854535
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03753344
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0302215
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0529907
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0529907
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03854535
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03753344
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05477495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03854535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03753344
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03854535
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03753344
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt090000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt090000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt090000
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05163899
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0476636
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04016636
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt077458
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0670627
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0254322
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05086441
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05163899
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt057771
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO TRUST DEPARTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine103000 BRIARCREST DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BRYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode077802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0224678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0225877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0212304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0187404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0203431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0151885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0222173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045175
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05086441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04704076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04699172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04503148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03835545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04350104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0218656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.220859
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0218656
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0218656
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0218656
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0AMOUNT REPRESENTS GAIN ON THE SALE OF INVESTMENTS. THIS ALLOWS THE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1FOUNDATION TO CONTINUE INVESTING AND EARNING MONIES TO FURTHER THEIR
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2CHARITABLE PURPOSES AND MAKE DONATIONS.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00

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Filings

Displayed year

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

Open filing
Assets
$3,753,344
Liabilities
$0
Net assets
$3,753,344
Revenue
$166,626
Expenses
$267,817
Net income
-$101,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.53$0.44$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$1.14$0.42$0.72
2022Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.37$0.45$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.38$0.42$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.29$0.37$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.41$0.36$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.34$0.31$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.22$0.33$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.16$0.33$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.23$0.33$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.79$0.30$0.50
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.17$0.27$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.95$0.23