Civic Intelligence

Twelve Twenty-One Fund

990PF • Fiscal year 2014 • EIN 84-1609151

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

Organization Profile
10 Cherry Vale DrEnglewood, CO 80113-7029

(303) 480-1200

Siviq Scores

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

Liabilities / Assets

58th percentile

0.09x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

1.50x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

33rd percentile

-2.6%

Higher net margin than 33% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

59th percentile

3.9%

Faster asset growth than 59% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$3,158,873

Up $119,607 (+3.9%) from 2013

Net Assets

Down

$2,879,232

Down $4,889 (-0.2%) from 2013

Liabilities

Up

$279,641

Up $124,496 (+80%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin33rd percentile

Revenue

Down

$186,240

Down $33,982 (-15%) from 2013

Expenses

Up

$191,129

Up $3,781 (+2.0%) from 2013

Net Income

Down

-$4,889

Down $37,763 (-115%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,424,847Liabilities 2011: $59,7232011Assets 2012: $2,853,900Liabilities 2012: $2,6532012Assets 2013: $3,039,266Liabilities 2013: $155,145Net Assets 2013: $2,884,1212013Assets 2014: $3,158,873Liabilities 2014: $279,641Net Assets 2014: $2,879,2322014Assets 2015: $3,281,223Liabilities 2015: $466,373Net Assets 2015: $2,814,8502015Assets 2016: $3,362,961Liabilities 2016: $286,200Net Assets 2016: $3,076,7612016Assets 2017: $2,926,809Liabilities 2017: $0Net Assets 2017: $2,926,8092017Assets 2018: $2,910,608Liabilities 2018: $0Net Assets 2018: $2,910,6082018Assets 2019: $2,943,995Liabilities 2019: $0Net Assets 2019: $2,943,9952019Assets 2020: $3,576,880Liabilities 2020: $0Net Assets 2020: $3,576,8802020Assets 2021: $3,751,867Liabilities 2021: $0Net Assets 2021: $3,751,8672021Assets 2022: $2,948,414Liabilities 2022: $0Net Assets 2022: $2,948,4142022Assets 2023: $3,201,285Liabilities 2023: $0Net Assets 2023: $3,201,2852023Assets 2024: $3,462,287Liabilities 2024: $0Net Assets 2024: $3,462,2872024

Highlighted filing

2014

Assets$3,158,873
Liabilities$279,641
Net Assets$2,879,232
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $62,628Expenses 2011: $90,733Net Income 2011: -$28,1052011Revenue 2012: $1,567,080Expenses 2012: $80,957Net Income 2012: $1,486,1232012Revenue 2013: $220,222Expenses 2013: $187,348Net Income 2013: $32,8742013Revenue 2014: $186,240Expenses 2014: $191,129Net Income 2014: -$4,8892014Revenue 2015: $162,513Expenses 2015: $226,895Net Income 2015: -$64,3822015Revenue 2016: $420,708Expenses 2016: $158,797Net Income 2016: $261,9112016Revenue 2017: $311,487Expenses 2017: $461,439Net Income 2017: -$149,9522017Revenue 2018: $178,765Expenses 2018: $194,966Net Income 2018: -$16,2012018Revenue 2019: $200,968Expenses 2019: $167,581Net Income 2019: $33,3872019Revenue 2020: $185,778Expenses 2020: $132,647Net Income 2020: $53,1312020Revenue 2021: $232,072Expenses 2021: $196,724Net Income 2021: $35,3482021Revenue 2022: $82,843Expenses 2022: $202,720Net Income 2022: -$119,8772022Revenue 2023: $94,504Expenses 2023: $191,769Net Income 2023: -$97,2652023Revenue 2024: $205,693Expenses 2024: $203,901Net Income 2024: $1,7922024

Highlighted filing

2014

Revenue$186,240
Expenses$191,129
Net Income-$4,889
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY GOLDMANPresident-$0--
Filing and Contact Details

Filer

Filer Name
Twelve Twenty-one Fund
EIN
84-1609151
Phone
3034801200
Address
10 CHERRY VALE DR, ENGLEWOOD, CO 80113-7029

Signing Officer

Name
Peggy Goldman
Title
President
Phone
3034801200
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Smith Brooks Bolshoun & Co Llp
Address
2680 18TH STREET SUITE 200, DENVER, CO 80211-3932
Preparer
Harvey Bolshoun
Phone
3034801200
Raw XML AppendixShowing 400 of 880 raw XML fields

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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt46564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt178485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt197900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt206651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2119355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt224233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt235807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt248073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2527406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0OPPENHEIMER ACCT 1364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1OPPENHEIMER ACCT 1364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2OPPENHEIMER ACCT 0857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3OPPENHEIMER ACCT 0857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4OPPENHEIMER ACCT 0865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5OPPENHEIMER ACCT 0865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6OPPENHEIMER ACCT 0931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7OPPENHEIMER ACCT 0931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8KKR & CO LP PASSTHROUGH FEIN 26-0426107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9KKR & CO LP PASSTHROUGH FEIN 26-0426107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PEAK SELECT ACCESS FUND LP PASSTHROUGH FEIN 20-3420757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PEAK SELECT ACCESS FUND LP PASSTHROUGH FEIN 20-3420757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MERITAGE OPPENHEIMER REAL ESTATE VALUE PASSTHROUGH FEIN 27-2166529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13OAKTREE CAPITAL GROUP LLC PASSTHROUGH FEIN 26-0174894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GNMA CUSIP 36202EP29 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15GNMA CUSIP 36202EQB8 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GNMA CUSIP 36202EUM9 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17GNMA CUSIP 36202EWH8 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18GNMA CUSIP 36202EWV7 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19GNMA CUSIP 36202EZK8 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20GNMA CUSIP 36206WVG7 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21GNMA CUSIP 36225BC48 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22GNMA CUSIP 36241KYT9 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23GNMA CUSIP 36295PUC4 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24GNMA CUSIP 36296UK66 RETURN OF CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt048901
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4889
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02879232
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02884121
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02879232
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0166084
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0166084
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0166084
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0168130
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02046
IRS990PF/DistributableAmountGrp/TotalTaxAmt02046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04693
IRS990PF/FMVAssetsEOYAmt03356978
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0414324
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0424851
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0420798
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt0140000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0482913
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0481360
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02289103
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02006539
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02210250
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0155145
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0139641
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt04693
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt04693
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02884121
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02879232
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0334839
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0239877
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0239877
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03039266
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03158873
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03356978
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0155145
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0279641
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03039266
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03158873
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02884121
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02879232
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03413801
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0320153
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03093648
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt051207
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0168130
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03362594
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03413801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PEGGY GOLDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 CHERRYVALE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ENGLEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0163691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0164714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0161711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt071460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt074379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt068809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt070361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.040653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03362594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03068955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01757791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01490429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01422621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01358766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0148500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243401
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0148500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0148500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0148500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,158,873
Liabilities
$279,641
Net assets
$2,879,232
Revenue
$186,240
Expenses
$191,129
Net income
-$4,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.21$0.20$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.00$3.20$0.09$0.19$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.08$0.20$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$0.23$0.20$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$0.19$0.13$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.20$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.18$0.19$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.31$0.46$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.29$3.08$0.42$0.16$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.47$2.81$0.16$0.23$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.16$0.28$2.88$0.19$0.19$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.16$2.88$0.22$0.19$0.03
2012Summary only. Only limited summary data is available for this year.$2.85$0.00$1.57$0.08$1.49
2011Summary only. Only limited summary data is available for this year.$1.42$0.06$0.06$0.09$0.03