Civic Intelligence

The Kari and Dick Clark Foundation

990PF • Fiscal year 2017 • EIN 77-6280186

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
23622 Calabasas Road No 107Calabasas, CA 91302

(310) 470-6010

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

3rd percentile

-141%

Higher net margin than 3% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

13th percentile

-5.2%

Faster asset growth than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$12,743,144

Down $698,900 (-5.2%) from 2016

Net Assets

Down

$12,743,144

Down $698,900 (-5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin3rd percentile

Revenue

Down

$494,581

Down $1,114,703 (-69%) from 2016

Expenses

Up

$1,193,932

Up $15,439 (+1.3%) from 2016

Net Income

Down

-$699,351

Down $1,130,142 (-262%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $1,501,104Liabilities 2013: $0Net Assets 2013: $1,501,1042013Assets 2014: $589,794Liabilities 2014: $5,455Net Assets 2014: $584,3392014Assets 2015: $13,059,464Liabilities 2015: $0Net Assets 2015: $13,059,4642015Assets 2016: $13,442,044Liabilities 2016: $0Net Assets 2016: $13,442,0442016Assets 2017: $12,743,144Liabilities 2017: $0Net Assets 2017: $12,743,1442017Assets 2018: $13,786,377Liabilities 2018: $0Net Assets 2018: $13,786,3772018Assets 2019: $13,920,386Liabilities 2019: $0Net Assets 2019: $13,920,3862019Assets 2020: $13,626,606Liabilities 2020: $0Net Assets 2020: $13,626,6062020Assets 2021: $15,112,911Liabilities 2021: $0Net Assets 2021: $15,112,9112021Assets 2022: $15,451,951Liabilities 2022: $0Net Assets 2022: $15,451,9512022Assets 2023: $14,537,729Liabilities 2023: $16,132Net Assets 2023: $14,521,5972023Assets 2024: $13,824,271Liabilities 2024: $16,132Net Assets 2024: $13,808,1392024

Highlighted filing

2017

Assets$12,743,144
Liabilities$0
Net Assets$12,743,144
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $02012Revenue 2013: $2,512,578Expenses 2013: $1,011,474Net Income 2013: $1,501,1042013Revenue 2014: $152,368Expenses 2014: $1,021,912Net Income 2014: -$869,5442014Revenue 2015: $13,683,965Expenses 2015: $1,128,985Net Income 2015: $12,554,9802015Revenue 2016: $1,609,284Expenses 2016: $1,178,493Net Income 2016: $430,7912016Revenue 2017: $494,581Expenses 2017: $1,193,932Net Income 2017: -$699,3512017Revenue 2018: $1,251,846Expenses 2018: $202,353Net Income 2018: $1,049,4932018Revenue 2019: $496,621Expenses 2019: $342,015Net Income 2019: $154,6062019Revenue 2020: $102,634Expenses 2020: $390,235Net Income 2020: -$287,6012020Revenue 2021: $1,675,904Expenses 2021: $187,962Net Income 2021: $1,487,9422021Revenue 2022: $1,559,240Expenses 2022: $1,207,796Net Income 2022: $351,4442022Revenue 2023: $300,350Expenses 2023: $1,212,171Net Income 2023: -$911,8212023Revenue 2024: $498,098Expenses 2024: $1,197,859Net Income 2024: -$699,7612024

Highlighted filing

2017

Revenue$494,581
Expenses$1,193,932
Net Income-$699,351
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARI WIGTON CLARKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Kari and Dick Clark Foundation
EIN
77-6280186
Phone
3104706010
Address
23622 CALABASAS ROAD NO 107, CALABASAS, CA 91302

Signing Officer

Name
Kari Clark
Title
Trustee
Phone
3104706010
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Eisneramper Llp
Address
130 NORTH 18TH STREET SUITE 3000, PHILADELPHIA, PA 19103-2757
Preparer
Frank Pileggi
Phone
2158818800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COMCAST CORP CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DISNEY WALT CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LEAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22SNAP-ON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23WHIRLPOOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26TYSON FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27VANGUARD CONSUMER STAPLES VIPERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CITIZENS FINANCIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CROWN CASTLE INTL CORP REAL ESTATE INVESTMENT TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DIGITAL REALTY TRUST INC REAL ESTATE INVESTMENT TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VANGUARD FINANCIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VANGUARD INFORMATION TECHNOLOGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NEXTERA ENERGY INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt030940
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt032244
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01661695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0451004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1490178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21213520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3150054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4151352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5261368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61488987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7304000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt817754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES TR RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VIRTUS SEIX FLT RT HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES CORE MSCI EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES S&P SMALL CAP 600/VAL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES S&P SMALL CAP 600/VAL GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD CONSUMER DISCRETIONARY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BLACKSTONE ALTERNATIVE MULTI-STRATEGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8INVESTMENT IN WESTERN GAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0572792
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1486822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21612205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3198873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4201968
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5333152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61932569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7299809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt817754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0338832
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0155749
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0494581
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0494581
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt027661
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027661
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0155749
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01130300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01130300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0329941
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0338832
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-699351
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02432061
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0155749
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0442916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06963
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt035811
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035811
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01157961
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01193932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0485690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0494581
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027661
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt042774
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482017-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-02-09

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,743,144
Liabilities
$0
Net assets
$12,743,144
Revenue
$494,581
Expenses
$1,193,932
Net income
-$699,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.8$0.02$13.8$0.50$1.20$0.70
2023Detailed filing. Detailed filing data is available for this year.$14.5$0.02$14.5$0.30$1.21$0.91
2022Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.56$1.21$0.35
2021Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$1.68$0.19$1.49
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.10$0.39$0.29
2019Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.50$0.34$0.15
2018Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$1.25$0.20$1.05
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.49$1.19$0.70
2016Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.61$1.18$0.43
2015Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$13.7$1.13$12.6
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.58$0.15$1.02$0.87
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$2.51$1.01$1.50
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00