Civic Intelligence

Bf & Rose H Perkins Foundation

990PF • Fiscal year 2018 • EIN 83-0138740

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

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.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

12th percentile

-8.5%

Faster asset growth than 12% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$7,654,552

Down $710,472 (-8.5%) from 2017

Net Assets

Down

$7,652,264

Down $705,170 (-8.4%) from 2017

Liabilities

Down

$2,288

Down $5,302 (-70%) from 2017

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin80th percentile

Revenue

Up

$528,118

Up $63,254 (+14%) from 2017

Expenses

Up

$371,865

Up $34,780 (+10%) from 2017

Net Income

Up

$156,253

Up $28,474 (+22%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2018

Assets$7,654,552
Liabilities$2,288
Net Assets$7,652,264
Open 2018 Filing

Operations Trend

Revenue Growth68th 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

2018

Revenue$528,118
Expenses$371,865
Net Income$156,253
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
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
MELISSA K WATT DDSTrusteePT$2,400-$2,400
DAVID GARBERVice ChairmaPT$2,400-$2,400
PADDY BARDChairmanPT$2,400-$2,400
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
2019-05-15
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49309996
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/StockNm5BERKSHIRE HATHAWAY INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11COMMUNICATION SERVICES SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CONSUMER DISCRETIONARY SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CONSUMER STAPLES SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EMERSON ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ENERGY SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EXXON MOBIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FINANCIAL SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GILEAD SCIENCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27HEALTH CARE SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INDUSTRIAL SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JP MORGAN CHASE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MATERIALS SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SCHLUMBERGER LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TECHNOLOGY SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNION PACIFIC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DFA US SMALL CAP EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VANGUARD MID-CAP INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51AMERICAN EUROPACIFIC GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FIDELITY INTERNATIONAL INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GS-INTERNATIONAL SML CAP INSIGHT FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55DFA EMERGING MARKETS SML CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56OPPENHEIMER DEVELOPING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VANGUARD EMERGING MARKETS STOCK INDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ROCHE HOLDINGS LTD SPONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59DFA COMMODITY STRATEGY PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60DFA GLOBAL REAL STATE SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACCRUED DIVIDENDS RECEIVABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0163810
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0319588
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt04004
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0487402
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0487402
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03528
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0882
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04410
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0319588
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0149513
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0149513
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt040716
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt01418
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01418
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0163810
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0163810
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0156253
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02797103
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05037
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0663
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05700
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0319588
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0437332
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06540
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01635
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt08175
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt046591
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt046591
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt028095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036115
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt059861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt035450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt095311
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt03383
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03383
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0502
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0313048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt050070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0371865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0487402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0528118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0163535
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050070
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0222352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01992-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182013-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242014-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262012-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272012-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-12-20

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Filings

Displayed year

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

Open filing
Assets
$7,654,552
Liabilities
$2,288
Net assets
$7,652,264
Revenue
$528,118
Expenses
$371,865
Net income
$156,253
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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