Civic Intelligence

Bf & Rose H Perkins Foundation

990PF • Fiscal year 2017 • EIN 83-0138740

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
PO Box 1064Sheridan, WY 82801

(307) 674-8871

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$2,400

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

60th percentile

6.3%

Faster asset growth than 60% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

217%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$8,365,024

Up $496,789 (+6.3%) from 2016

Net Assets

Up

$8,357,434

Up $490,800 (+6.2%) from 2016

Liabilities

Up

$7,590

Up $5,989 (+374%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin80th percentile

Revenue

Up

$464,864

Up $318,046 (+217%) from 2016

Expenses

Up

$337,085

Up $23,781 (+7.6%) from 2016

Net Income

Up

$127,779

Up $294,265 (+177%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2010: $10,221,960Liabilities 2010: $1,655Net Assets 2010: $10,220,3052010Assets 2011: $9,437,825Liabilities 2011: $2,234Net Assets 2011: $9,435,5912011Assets 2012: $9,422,320Liabilities 2012: $6,474Net Assets 2012: $9,415,8462012Assets 2013: $10,004,809Liabilities 2013: $5,681Net Assets 2013: $9,999,1282013Assets 2014: $9,915,827Liabilities 2014: $4,568Net Assets 2014: $9,911,2592014Assets 2015: $7,684,487Liabilities 2015: $3,368Net Assets 2015: $7,681,1192015Assets 2016: $7,868,235Liabilities 2016: $1,601Net Assets 2016: $7,866,6342016Assets 2017: $8,365,024Liabilities 2017: $7,590Net Assets 2017: $8,357,4342017Assets 2018: $7,654,552Liabilities 2018: $2,288Net Assets 2018: $7,652,2642018Assets 2019: $8,649,536Liabilities 2019: $1,621Net Assets 2019: $8,647,9152019Assets 2020: $9,025,342Liabilities 2020: $1,929Net Assets 2020: $9,023,4132020Assets 2021: $9,725,535Liabilities 2021: $1,705Net Assets 2021: $9,723,8302021Assets 2022: $8,110,510Liabilities 2022: $1,750Net Assets 2022: $8,108,7602022Assets 2023: $8,839,395Liabilities 2023: $1,705Net Assets 2023: $8,837,6902023Assets 2024: $9,134,410Liabilities 2024: $1,754Net Assets 2024: $9,132,6562024

Highlighted filing

2017

Assets$8,365,024
Liabilities$7,590
Net Assets$8,357,434
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $286,5472010Expenses 2011: $598,4662011Expenses 2012: $829,1992012Revenue 2013: $538,047Expenses 2013: $494,816Net Income 2013: $43,2312013Revenue 2014: $482,914Expenses 2014: $536,422Net Income 2014: -$53,5082014Revenue 2015: $1,045,785Expenses 2015: $2,110,274Net Income 2015: -$1,064,4892015Revenue 2016: $146,818Expenses 2016: $313,304Net Income 2016: -$166,4862016Revenue 2017: $464,864Expenses 2017: $337,085Net Income 2017: $127,7792017Revenue 2018: $528,118Expenses 2018: $371,865Net Income 2018: $156,2532018Revenue 2019: $471,218Expenses 2019: $345,266Net Income 2019: $125,9522019Revenue 2020: $261,708Expenses 2020: $642,902Net Income 2020: -$381,1942020Revenue 2021: $950,655Expenses 2021: $450,055Net Income 2021: $500,6002021Revenue 2022: $51,068Expenses 2022: $331,776Net Income 2022: -$280,7082022Revenue 2023: $616,339Expenses 2023: $365,442Net Income 2023: $250,8972023Revenue 2024: $425,436Expenses 2024: $490,499Net Income 2024: -$65,0632024

Highlighted filing

2017

Revenue$464,864
Expenses$337,085
Net Income$127,779
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE CARROLLSec/TreasPT$2,400-$2,400
GEORGE FLETCHERTrusteePT$2,400-$2,400
DAVID GARBERVice ChairmaPT$2,400-$2,400
PADDY BARDChairmanPT$2,400-$2,400
MELISSA K WATT DDSTrusteePT$2,200-$2,200
Filing and Contact Details

Filer

Filer Name
Bf & Rose H Perkins Foundation
EIN
83-0138740
Phone
3076748871
Address
PO BOX 1064, SHERIDAN, WY 82801

Signing Officer

Name
Steve Carroll
Title
Sec/treas
Phone
3076748871
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Mohatt Johnson & Godwin Llp
Address
PO BOX 603, SHERIDAN, WY 82801-0603
Preparer
Michael B Johnson
Phone
3076726494
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43298466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44209353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4533001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46202525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47328613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIRST INTERSTATE TRUST AGENCY ACCT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CAP STK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN EXPRESS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APACHE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BAKER HUGHES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BERKSHIRE HATHAWAY INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EMERSON ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EXXON MOBIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GILEAD SCIENCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JACOBS ENGINEERING GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JP MORGAN CHASE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PROCTER & GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SCHLUMBERGER LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36UNION PACIFIC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DFA US SMALL CAP EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43VANGUARD MID-CAP INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44AMERICAN EUROPACIFIC GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GS-INTERNATIONAL SML CAP INSIGHT FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DFA EMERGING MARKETS SML CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48OPPENHEIMER DEVELOPING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VANGUARD EMERGING MARKETS STOCK INDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ROCHE HOLDINGS LTD SPONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PRINCIPAL GLOBAL REAL ESTATE SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52DFA COMMODITY STRATEGY PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53DFA GLOBAL REAL STATE SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACCRUED DIVIDENDS RECEIVABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0158960
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0281900
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt04004
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0444864
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0444864
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04413
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01103
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05516
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0281900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010325
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01475
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0151390
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0151390
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt02468
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt02468
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0158960
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0158960
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0127779
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01802342
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0468
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0281
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0749
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0281900
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0395453
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06390
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01597
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07987
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt048690
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt048690
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07281
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt032536
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt029461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt034749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt064210
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt03373
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03373
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0457
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0279765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt049411
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0337085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0444864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0464864
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0128375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049411
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0185695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202010-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232015-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262012-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272010-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282008-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342010-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352008-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-02-02

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Filings

Displayed year

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

Open filing
Assets
$8,365,024
Liabilities
$7,590
Net assets
$8,357,434
Revenue
$464,864
Expenses
$337,085
Net income
$127,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.43$0.49$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.00$8.84$0.62$0.37$0.25
2022Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.05$0.33$0.28
2021Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.72$0.95$0.45$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$0.00$9.02$0.26$0.64$0.38
2019Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.47$0.35$0.13
2018Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.53$0.37$0.16
2017Detailed filing. Detailed filing data is available for this year.$8.37$0.01$8.36$0.46$0.34$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.00$7.87$0.15$0.31$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.00$7.68$1.05$2.11$1.06
2014Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.91$0.48$0.54$0.05
2013Detailed filing. Detailed filing data is available for this year.$10.0$0.01$10.00$0.54$0.49$0.04
2012Detailed filing. Detailed filing data is available for this year.$9.42$0.01$9.42$0.83
2011Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.60
2010Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.29