Civic Intelligence

Web Maddox Trust

990PF • Fiscal year 2018 • EIN 75-6347669

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 02, 2018

10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$57,310

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

75th percentile

9.8%

Faster asset growth than 75% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

95th percentile

158%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Assets

Up

$4,628,802

Up $787,255 (+20%) from 2016

Net Assets

$4,628,802

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,057,832

Up $898,746 (+565%) from 2016

Expenses

Down

$241,678

Down $81,828 (-25%) from 2016

Net Income

Up

$816,154

Up $980,574 (+596%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,742,912Liabilities 2011: $0Net Assets 2011: $3,742,9122011Assets 2012: $3,740,145Liabilities 2012: $0Net Assets 2012: $3,740,1452012Assets 2013: $3,781,406Liabilities 2013: $02013Assets 2014: $3,906,900Liabilities 2014: $02014Assets 2015: $3,992,196Liabilities 2015: $02015Assets 2016: $3,841,547Liabilities 2016: $02016Assets 2018: $4,628,802Liabilities 2018: $0Net Assets 2018: $4,628,8022018Assets 2019: $4,544,856Liabilities 2019: $1Net Assets 2019: $4,544,8562019Assets 2020: $4,433,556Liabilities 2020: $1Net Assets 2020: $4,433,5562020Assets 2021: $4,674,383Liabilities 2021: $1Net Assets 2021: $4,674,3832021Assets 2022: $4,801,818Liabilities 2022: $1Net Assets 2022: $4,801,8182022Assets 2023: $4,827,390Liabilities 2023: $1Net Assets 2023: $4,827,3902023Assets 2024: $5,314,155Liabilities 2024: $0Net Assets 2024: $5,314,1552024Assets 2025: $4,780,702Liabilities 2025: $0Net Assets 2025: $4,780,7022025

Highlighted filing

2018

Assets$4,628,802
Liabilities$0
Net Assets$4,628,802

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $269,6732011Expenses 2012: $280,9672012Revenue 2013: $321,614Expenses 2013: $280,478Net Income 2013: $41,1362013Revenue 2014: $398,624Expenses 2014: $280,766Net Income 2014: $117,8582014Revenue 2015: $399,145Expenses 2015: $311,803Net Income 2015: $87,3422015Revenue 2016: $159,086Expenses 2016: $323,506Net Income 2016: -$164,4202016Revenue 2018: $1,057,832Expenses 2018: $241,678Net Income 2018: $816,1542018Revenue 2019: $207,135Expenses 2019: $290,976Net Income 2019: -$83,8412019Revenue 2020: $192,188Expenses 2020: $303,270Net Income 2020: -$111,0822020Revenue 2021: $552,499Expenses 2021: $311,665Net Income 2021: $240,8342021Revenue 2022: $455,973Expenses 2022: $328,301Net Income 2022: $127,6722022Revenue 2023: $383,054Expenses 2023: $357,494Net Income 2023: $25,5602023Revenue 2024: $241,544Expenses 2024: $308,701Net Income 2024: -$67,1572024Revenue 2025: $321,311Expenses 2025: $300,823Net Income 2025: $20,4882025

Highlighted filing

2018

Revenue$1,057,832
Expenses$241,678
Net Income$816,154
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 2, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$57,310-$57,310
Filing and Contact Details

Filer

Filer Name
Web Maddox Trust Xxxxx0008
EIN
75-6347669
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10148287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1028304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10349376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104301943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1055675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1069923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1075778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115351109 ALEXION PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm326874784 AMERICAN INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm432511107 ANADARKO PETROLEUM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm532654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm637833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm760505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm864058100 BANK OF NEW YORK MELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10110122108 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11115233579 BROWN ADV JAPAN ALPH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12125896100 CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13151020104 CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15254687106 WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16254709108 DISCOVER FINANCIAL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17256206103 DODGE & COX INTL STO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18260543103 DOW CHEMICAL CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19263534109 DU PONT (E.I.) DE NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20277432100 EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21369550108 GENERAL DYNAMICS COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22369604103 GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24413838202 OAKMARK INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25416515104 HARTFORD FINANCIAL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29452327109 ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30464287465 ISHARES MSCI EAFE IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31464287507 ISHARES CORE S&P MID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32493267108 KEYCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33500754106 THE KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35548661107 LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36571748102 MARSH & MCLENNAN COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37573284106 MARTIN MARIETTA MATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38574599106 MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42654106103 NIKE INC -CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45674599105 OCCIDENTAL PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46682069109 OMEGA ALPHA INC ***
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49723787107 PIONEER NATURAL RESO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50742718109 PROCTER & GAMBLE CO/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52808513105 SCHWAB (CHARLES) COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53854502101 STANLEY BLACK & DECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59910047109 UNITED CONTINENTAL H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6200206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6300724F101 ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm640075W0759 EDGEWOOD GROWTH FD-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6500846U101 AGILENT TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6602079K107 ALPHABET INC/CA-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6702079K305 ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6804314H667 ARTISAN INTL VALUE F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6909062X103 BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7009247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7114949P208 CAUSEWAY INTERNATL V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7216119P108 CHARTER COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7320030N101 COMCAST CORP-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7420605P101 CONCHO RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7522160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7625470M109 DISH NETWORK CORP-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7726875P101 EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7826884L109 EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7930303M102 FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8031620M106 FIDELITY NATIONAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8137045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8238141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8345866F104 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8446637K513 JPM GLBL RES ENH IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8557636Q104 MASTERCARD INC-CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8658933Y105 MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8759156R108 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8860871R209 MOLSON COORS BREWING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8965339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9065473P105 NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9167103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9278462F103 SPDR S&P 500 ETF TRU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9378486Q101 SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9489353D107 TRANSCANADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9590130A101 TWENTY-FIRST CENTURY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9691324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9792532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9892826C839 VISA INC-CLASS A SHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9994106B101 WASTE CONNECTIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10096208T104 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10198138H101 WORKDAY INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102G0176J109 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103G0177J108 ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105G47791101 INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106G51502105 JOHNSON CONTROLS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107H1467J104 CHUBB LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10900171C304 AMG MG FAIRPT MC-Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112026874784 AMERICAN INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116064058100 BANK OF NEW YORK MEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11814040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12025278X109 DIAMONDBACK ENERGY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12226078J100 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123315911727 FIDELITY INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124315911750 FIDELITY 500 INDEX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125413838723 OAKMARK INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126459200101 INTL BUSINESS MACHIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127464287655 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128464288182 ISHARES MSCI ALL COU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12946429B598 ISHARES MSCI INDIA E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13046429B671 ISHARES MSCI CHINA E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13146434G822 ISHARES INC MSCI JAP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13356585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134595017104 MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13567066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13668389X105 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137693656100 PVH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13970450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14174256W584 PRINCIPAL MIDCAP FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14278464A730 SPDR S&P OIL & GAS E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145922908629 VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146981558109 WORLDPAY INC CL A

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.32$0.30$0.02
2024Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.24$0.31$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.38$0.36$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.46$0.33$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.55$0.31$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.19$0.30$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.21$0.29$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.06$0.24$0.82
2016Summary only. Only limited summary data is available for this year.$3.84$0.00$0.16$0.32$0.16
2015Summary only. Only limited summary data is available for this year.$3.99$0.00$0.40$0.31$0.09
2014Summary only. Only limited summary data is available for this year.$3.91$0.00$0.40$0.28$0.12
2013Summary only. Only limited summary data is available for this year.$3.78$0.00$0.32$0.28$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.27