Civic Intelligence

Jane S Heman Foundation Inc C/O John Dayries

990PF • Fiscal year 2019 • EIN 81-0526846

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 03, 2020

Organization Profile
366 Hillview DrStevensville, MT 59870

(406) 549-3195

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

45th percentile

1.4%

Higher net margin than 45% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

35th percentile

$36,000

Higher top officer pay than 35% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,271,040

Up $9,331 (+0.1%) from 2018

Net Assets

Up

$8,271,040

Up $9,331 (+0.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin45th percentile

Revenue

Down

$673,309

Down $356,383 (-35%) from 2018

Expenses

Down

$663,978

Down $167,553 (-20%) from 2018

Net Income

Down

$9,331

Down $188,830 (-95%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$10M$5.0M$0Assets 2010: $9,830,285Liabilities 2010: $0Net Assets 2010: $9,830,2852010Assets 2011: $9,651,959Liabilities 2011: $0Net Assets 2011: $9,651,9592011Assets 2012: $9,388,257Liabilities 2012: $0Net Assets 2012: $9,388,2572012Assets 2013: $9,025,702Liabilities 2013: $0Net Assets 2013: $9,025,7022013Assets 2014: $8,873,345Liabilities 2014: $0Net Assets 2014: $8,873,3452014Assets 2015: $8,765,975Liabilities 2015: $0Net Assets 2015: $8,765,9752015Assets 2016: $8,371,651Liabilities 2016: $0Net Assets 2016: $8,371,6512016Assets 2017: $8,063,548Liabilities 2017: $0Net Assets 2017: $8,063,5482017Assets 2018: $8,261,709Liabilities 2018: $0Net Assets 2018: $8,261,7092018Assets 2019: $8,271,040Liabilities 2019: $0Net Assets 2019: $8,271,0402019Assets 2020: $8,087,717Liabilities 2020: $0Net Assets 2020: $8,087,7172020Assets 2021: $7,898,351Liabilities 2021: $0Net Assets 2021: $7,898,3512021Assets 2022: $7,334,087Liabilities 2022: $0Net Assets 2022: $7,334,0872022Assets 2023: $7,125,341Liabilities 2023: $0Net Assets 2023: $7,125,3412023Assets 2024: $7,225,142Liabilities 2024: $0Net Assets 2024: $7,225,1422024

Highlighted filing

2019

Assets$8,271,040
Liabilities$0
Net Assets$8,271,040
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $60,8742010Expenses 2011: $442,8762011Expenses 2012: $620,6922012Revenue 2013: $262,096Expenses 2013: $624,651Net Income 2013: -$362,5552013Revenue 2014: $526,170Expenses 2014: $678,527Net Income 2014: -$152,3572014Revenue 2015: $582,126Expenses 2015: $689,496Net Income 2015: -$107,3702015Revenue 2016: $301,612Expenses 2016: $695,936Net Income 2016: -$394,3242016Revenue 2017: $409,864Expenses 2017: $717,967Net Income 2017: -$308,1032017Revenue 2018: $1,029,692Expenses 2018: $831,531Net Income 2018: $198,1612018Revenue 2019: $673,309Expenses 2019: $663,978Net Income 2019: $9,3312019Revenue 2020: $601,593Expenses 2020: $784,916Net Income 2020: -$183,3232020Revenue 2021: $551,494Expenses 2021: $740,860Net Income 2021: -$189,3662021Revenue 2022: $363,095Expenses 2022: $927,359Net Income 2022: -$564,2642022Revenue 2023: $702,325Expenses 2023: $911,071Net Income 2023: -$208,7462023Revenue 2024: $1,022,446Expenses 2024: $922,645Net Income 2024: $99,8012024

Highlighted filing

2019

Revenue$673,309
Expenses$663,978
Net Income$9,331
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 3, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A THOMASPresidentPT$36,000-$36,000
CAROL CAPPVice President-$6,000-$6,000
MICHAEL A MAGONESecretary/Treasurer-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Jane S Heman Foundation Inc
EIN
81-0526846
Phone
4065493195
Address
366 HILLVIEW DR, STEVENSVILLE, MT 59870

Signing Officer

Name
Robert Thomas
Title
President
Phone
4065493195
Signed
2020-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Junkermierclarkcampanellastevens Pc
Address
PO BOX 16237, MISSOULA, MT 59808
Preparer
Drew Rieker Cpaabv
Phone
4065494148
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4338474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt550409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt627060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt725612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt856648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt947048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1042010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1130643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1222661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1324448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1435522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1563947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0329 SH. CAPITAL INC. BUILDER A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11,201 SH. AMERICAN NEW WORLD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2245 SH. HARTFORD DIV & GR CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32,228 SH. HARTFORD HIGH YIELD CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt425,630 SH. INVESCO INT'L ALLOC A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52,582 SH. INVESCO VAN KAMPEN COMSTOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61,000 SH. IQ AGRIBUSINESS SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73,294 SH. LORD ABBETT BOND DEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83,487 SH. LORD ABBETT INTER CORE EQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91,500 SH. MAIN STREET CAPITAL HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102,500 SH. PIMCO CORPORATE INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112,937 SH. PIMCO INCOME STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122,000 SH. SELECT SECTOR SPDR TRUST FINANCIAL SELECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131,000 SH. SPDR S&P BANK ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143,001 SH. SUNAMERICA FOCUSED DVD STRAT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152,333 SH. THORNBURG INTERNATIONAL VALUE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt184736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt316645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4311912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt564672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt632616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt726785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt847703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt964665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1047800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1131103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1261560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1347290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1452100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1554239
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0441280
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0225088
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06941
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0673309
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0673309
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03438
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0225088
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt017999
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013999
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0595705
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0595705
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0441280
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0441280
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09331
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0391565
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06941
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06941
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0225088
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0650154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05389
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09934
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02417
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06818
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0613704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0663978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0673309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0673309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017999
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023155
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt068273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0166116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0206654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt510186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0206654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt38609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt510186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0372770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1K-1 PASSTHRU (ENERGY TRANSFER LP)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2K-1 PASSTHRU (COMPASS DIV. HOLDINGS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3K-1 PASSTHRU (COMPASS DIV. HOLDINGS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4K-1 PASSTHRU (ENTERPRISE PRODUCTS PARTNERS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0225088
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09331
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08271040
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08261709
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08271040
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0698124
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0698124
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0698124
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0711127
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013003
IRS990PF/DistributableAmountGrp/TotalTaxAmt013003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt015625609
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt027357
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019791
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019791
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07058800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06932455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014191308
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01356
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01480

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,271,040
Liabilities
$0
Net assets
$8,271,040
Revenue
$673,309
Expenses
$663,978
Net income
$9,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$1.02$0.92$0.10
2023Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.70$0.91$0.21
2022Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.36$0.93$0.56
2021Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.55$0.74$0.19
2020Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.60$0.78$0.18
2019Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.67$0.66$0.01
2018Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$1.03$0.83$0.20
2017Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.41$0.72$0.31
2016Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.30$0.70$0.39
2015Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.58$0.69$0.11
2014Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.53$0.68$0.15
2013Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.26$0.62$0.36
2012Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.62
2011Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.44
2010Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$0.06
Peer Organizations

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