Civic Intelligence

Jane Buttrey Memorial Trust 50212080

990PF • Fiscal year 2018 • EIN 81-6014941

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 06, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

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

43rd percentile

1.1%

Higher net margin than 43% of similar nonprofits.

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

Top Officer Pay

47th percentile

$13,351

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

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

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

72%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,148,063

Up $388 (+0.0%) from 2017

Net Assets

Up

$1,148,063

Up $388 (+0.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin43rd percentile

Revenue

Up

$77,284

Up $32,450 (+72%) from 2017

Expenses

Up

$76,406

Up $1,146 (+1.5%) from 2017

Net Income

Up

$878

Up $31,304 (+103%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,113,376Liabilities 2011: $0Net Assets 2011: $1,113,3762011Assets 2012: $1,067,970Liabilities 2012: $12012Assets 2013: $1,253,324Liabilities 2013: $0Net Assets 2013: $1,253,3242013Assets 2014: $1,221,678Liabilities 2014: $0Net Assets 2014: $1,221,6782014Assets 2015: $1,233,545Liabilities 2015: $0Net Assets 2015: $1,233,5452015Assets 2016: $1,178,137Liabilities 2016: $0Net Assets 2016: $1,178,1372016Assets 2017: $1,147,675Liabilities 2017: $0Net Assets 2017: $1,147,6752017Assets 2018: $1,148,063Liabilities 2018: $0Net Assets 2018: $1,148,0632018Assets 2019: $1,142,695Liabilities 2019: $0Net Assets 2019: $1,142,6952019Assets 2020: $1,109,172Liabilities 2020: $0Net Assets 2020: $1,109,1722020Assets 2021: $1,128,370Liabilities 2021: $0Net Assets 2021: $1,128,3702021Assets 2022: $1,177,528Liabilities 2022: $0Net Assets 2022: $1,177,5282022Assets 2023: $1,170,332Liabilities 2023: $0Net Assets 2023: $1,170,3322023Assets 2024: $1,138,228Liabilities 2024: $0Net Assets 2024: $1,138,2282024Assets 2025: $1,103,662Liabilities 2025: $0Net Assets 2025: $1,103,6622025

Highlighted filing

2018

Assets$1,148,063
Liabilities$0
Net Assets$1,148,063
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $52,5902011Revenue 2012: $28,609Expenses 2012: $74,376Net Income 2012: -$45,7672012Expenses 2013: $75,0982013Revenue 2014: $55,906Expenses 2014: $87,551Net Income 2014: -$31,6452014Revenue 2015: $75,214Expenses 2015: $67,432Net Income 2015: $7,7822015Revenue 2016: $24,302Expenses 2016: $79,713Net Income 2016: -$55,4112016Revenue 2017: $44,834Expenses 2017: $75,260Net Income 2017: -$30,4262017Revenue 2018: $77,284Expenses 2018: $76,406Net Income 2018: $8782018Revenue 2019: $70,334Expenses 2019: $75,463Net Income 2019: -$5,1292019Revenue 2020: $42,958Expenses 2020: $76,573Net Income 2020: -$33,6152020Revenue 2021: $95,562Expenses 2021: $76,322Net Income 2021: $19,2402021Revenue 2022: $133,323Expenses 2022: $84,667Net Income 2022: $48,6562022Revenue 2023: $91,044Expenses 2023: $98,149Net Income 2023: -$7,1052023Revenue 2024: $49,197Expenses 2024: $81,301Net Income 2024: -$32,1042024Revenue 2025: $79,371Expenses 2025: $84,436Net Income 2025: -$5,0652025

Highlighted filing

2018

Revenue$77,284
Expenses$76,406
Net Income$878
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 6, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$13,351-$13,351
Filing and Contact Details

Filer

Filer Name
Jane Buttrey Memorial Trust
EIN
81-6014941
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2018-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25464287176 ISHARES BARCLAYS TIP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2663872T620 LOOMIS SAYLES STRATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2764128R608 NEUBERGER BERMAN LON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28315910620 FIDELITY INVT TR AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29741503403 THE PRICELINE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31741479109 PRICE T ROWE GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3230303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3374442J307 PRUDENTIAL SHORT DUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3400769G543 CAMBIAR INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36501044101 KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37674599105 OCCIDENTAL PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38464288877 ISHARES MSCI EAFE VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3900206R102 ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4368389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4474005P104 PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46779572106 T ROWE PRICE SMALL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47136385101 CANADIAN NATURAL RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49378690606 GLENMEDE SC EQUITY P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5002079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5109062X103 BIOGEN, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52922908553 VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5368381K606 OPPENHEIMER SENIOR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5617275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5769331C108 PG E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5803027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59816851109 SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6057636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6106738C778 IPATH DOW JONES UBS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6222160K105 COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6447804M878 JOHN HANCOCK II GL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66464288687 ISHARES S P U S PRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6700287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68670690387 NUVEEN INFLATION PRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69922908736 VANGUARD GROWTH VIPE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72369604103 GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73693506107 P P G INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74922908645 VANGUARD MID-CAP IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7519765N245 COLUMBIA FDS SER DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76057071854 BAIRD AGGREGATE BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77149498107 CAUSEWAY EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78024835100 AMERICAN CAMPUS COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7974925K581 ROBECO BOSTON PARTNE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80464288885 ISHARES MSCI EAFE GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81742718109 PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8577957Y106 T ROWE PRICE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8630231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8791324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88744320102 PRUDENTIAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91125509109 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9214149Y108 CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93608190104 MOHAWK INDS INC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9431420B300 FEDERATED INST HI YL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9581762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96922908686 VANGUARD SMALL CAP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98701877102 PARSLEY ENERGY INC-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99440452100 HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10089353D107 TRANSCANADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10109857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102755111507 RAYTHEON COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt014700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt047804M878 JOHN HANCOCK II GL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt014135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt031105
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt046179
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt077284
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt077284
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt046179
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01335
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012016
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013351
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt030749
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031105
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0176959
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt046179
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt064479
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0433
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt062835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt076406
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt076928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt077284
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02835
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012449
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016406
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52007-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152004-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162003-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt171911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222003-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272013-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322005-01-05

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,148,063
Liabilities
$0
Net assets
$1,148,063
Revenue
$77,284
Expenses
$76,406
Net income
$878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.08$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.13$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.03$0.07$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05
Peer Organizations

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