Civic Intelligence

Orville G & Evelyn T Isaac Charitable Memorial Trust

990PF • Fiscal year 2016 • EIN 81-6063853

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 22, 2017

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

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

5th percentile

-173%

Higher net margin than 5% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$9,566

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 54.4% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

24th percentile

-5.3%

Faster asset growth than 24% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$543,549

Down $30,334 (-5.3%) from 2015

Net Assets

Down

$543,549

Down $30,334 (-5.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin5th percentile

Revenue

Down

$17,583

Down $22,167 (-56%) from 2015

Expenses

Down

$48,005

Down $1,070 (-2.2%) from 2015

Net Income

Down

-$30,422

Down $21,097 (-226%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$800K$600K$400K$200K$0Assets 2010: $651,684Liabilities 2010: $0Net Assets 2010: $651,6842010Assets 2011: $631,275Liabilities 2011: $0Net Assets 2011: $631,2752011Assets 2012: $587,907Liabilities 2012: $0Net Assets 2012: $587,9072012Assets 2013: $585,598Liabilities 2013: $0Net Assets 2013: $585,5982013Assets 2014: $583,140Liabilities 2014: $0Net Assets 2014: $583,1402014Assets 2015: $573,883Liabilities 2015: $0Net Assets 2015: $573,8832015Assets 2016: $543,549Liabilities 2016: $0Net Assets 2016: $543,5492016Assets 2017: $551,115Liabilities 2017: $0Net Assets 2017: $551,1152017Assets 2018: $547,673Liabilities 2018: $0Net Assets 2018: $547,6732018Assets 2019: $536,280Liabilities 2019: $0Net Assets 2019: $536,2802019Assets 2020: $499,834Liabilities 2020: $0Net Assets 2020: $499,8342020Assets 2021: $509,321Liabilities 2021: $0Net Assets 2021: $509,3212021Assets 2022: $596,162Liabilities 2022: $0Net Assets 2022: $596,1622022Assets 2023: $564,737Liabilities 2023: $0Net Assets 2023: $564,7372023Assets 2024: $523,563Liabilities 2024: $0Net Assets 2024: $523,5632024

Highlighted filing

2016

Assets$543,549
Liabilities$0
Net Assets$543,549
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $23,4832010Expenses 2011: $19,0212011Expenses 2012: $82,6492012Revenue 2013: $43,800Expenses 2013: $46,119Net Income 2013: -$2,3192013Revenue 2014: $47,073Expenses 2014: $49,537Net Income 2014: -$2,4642014Revenue 2015: $39,750Expenses 2015: $49,075Net Income 2015: -$9,3252015Revenue 2016: $17,583Expenses 2016: $48,005Net Income 2016: -$30,4222016Revenue 2017: $52,023Expenses 2017: $44,416Net Income 2017: $7,6072017Revenue 2018: $43,115Expenses 2018: $46,636Net Income 2018: -$3,5212018Revenue 2019: $33,883Expenses 2019: $45,275Net Income 2019: -$11,3922019Revenue 2020: $8,195Expenses 2020: $44,621Net Income 2020: -$36,4262020Revenue 2021: $55,938Expenses 2021: $46,448Net Income 2021: $9,4902021Revenue 2022: $138,184Expenses 2022: $51,341Net Income 2022: $86,8432022Revenue 2023: $32,731Expenses 2023: $64,162Net Income 2023: -$31,4312023Revenue 2024: $37,395Expenses 2024: $78,556Net Income 2024: -$41,1612024

Highlighted filing

2016

Revenue$17,583
Expenses$48,005
Net Income-$30,422
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,566-$9,566
Filing and Contact Details

Filer

Filer Name
Orville & Evalyn Isaac Charitable
EIN
81-6063853
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2017-04-22
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/StockNm66CAUSEWAY EMERGING MKTS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67OPPENHEIMER DEVELOPING MKTS FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ROBECCO BOSTON PARTNERS L S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69T ROWE PRICE INTL GR&INC FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70T ROWE PRICE MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD 500 IDX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MARATHON OIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76XILINX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt217000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt730000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt101473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALPHABET INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BARON EMERGING MARKETS INSTITU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CARDINAL HEALTH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5COSTCO WHSL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6E O G RES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FIDELITY INVT TR AND INTL DISC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11THE PRICELINE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt219303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt729812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt82761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt102171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112932
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015294
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02289
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt017583
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017583
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02289
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0957
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08609
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09566
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015223
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015294
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-30422
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0126017
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02289
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08694
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/TaxesNetInvstIncmAmt0209
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt038957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08818
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048005
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08818
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012005
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02003-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt023250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt724083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt825297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt103039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt182293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt211151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2424991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt253024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-6680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-1

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$543,549
Liabilities
$0
Net assets
$543,549
Revenue
$17,583
Expenses
$48,005
Net income
-$30,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.00$5.24$0.37$0.79$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$0.33$0.64$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.00$5.96$1.38$0.51$0.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.00$5.09$0.56$0.46$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.00$5.00$0.08$0.45$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.34$0.45$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.00$5.48$0.43$0.47$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$0.52$0.44$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.18$0.48$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.00$5.74$0.40$0.49$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.47$0.50$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.44$0.46$0.02
2012Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.83
2011Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.19
2010Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.23