Civic Intelligence

The Humphreys Foundation

990PF • Fiscal year 2017 • EIN 84-6021274

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2020

Organization Profile
555 17TH STREET Suite 3200Denver, CO 80202

(303) 295-8095

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.18x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

34th percentile

-1.1%

Faster asset growth than 34% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$1,509,504

Down $16,669 (-1.1%) from 2016

Net Assets

Down

$1,493,504

Down $16,669 (-1.1%) from 2016

Liabilities

Flat

$16,000

Flat from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin17th percentile

Revenue

Up

$87,867

Up $23,667 (+37%) from 2016

Expenses

Up

$104,536

Up $8,637 (+9.0%) from 2016

Net Income

Up

-$16,669

Up $15,030 (+47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,538,630Liabilities 2011: $0Net Assets 2011: $1,538,6302011Assets 2012: $1,507,213Liabilities 2012: $0Net Assets 2012: $1,507,2132012Assets 2013: $1,604,238Liabilities 2013: $0Net Assets 2013: $1,604,2382013Assets 2014: $1,621,796Liabilities 2014: $8,000Net Assets 2014: $1,613,7962014Assets 2015: $1,545,872Liabilities 2015: $4,000Net Assets 2015: $1,541,8722015Assets 2016: $1,526,173Liabilities 2016: $16,000Net Assets 2016: $1,510,1732016Assets 2017: $1,509,504Liabilities 2017: $16,000Net Assets 2017: $1,493,5042017Assets 2018: $1,494,885Liabilities 2018: $23,000Net Assets 2018: $1,471,8852018Assets 2019: $1,474,737Liabilities 2019: $14,000Net Assets 2019: $1,460,7372019Assets 2020: $1,399,140Liabilities 2020: $17,1562020Assets 2021: $1,426,197Liabilities 2021: $9,0002021Assets 2022: $1,381,877Liabilities 2022: $34,000Net Assets 2022: $1,347,8772022Assets 2023: $1,334,475Liabilities 2023: $23,0002023

Highlighted filing

2017

Assets$1,509,504
Liabilities$16,000
Net Assets$1,493,504
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

$200K$100K$0-$100KExpenses 2011: $104,8322011Expenses 2012: $96,2102012Revenue 2013: $196,051Expenses 2013: $99,026Net Income 2013: $97,0252013Revenue 2014: $123,488Expenses 2014: $113,930Net Income 2014: $9,5582014Revenue 2015: $30,402Expenses 2015: $102,326Net Income 2015: -$71,9242015Revenue 2016: $64,200Expenses 2016: $95,899Net Income 2016: -$31,6992016Revenue 2017: $87,867Expenses 2017: $104,536Net Income 2017: -$16,6692017Revenue 2018: $89,832Expenses 2018: $111,451Net Income 2018: -$21,6192018Revenue 2019: $107,785Expenses 2019: $118,933Net Income 2019: -$11,1482019Revenue 2020: $28,650Expenses 2020: $107,403Net Income 2020: -$78,7532020Revenue 2021: $174,471Expenses 2021: $139,258Net Income 2021: $35,2132021Revenue 2022: $41,552Expenses 2022: $110,872Net Income 2022: -$69,3202022Revenue 2023: $101,919Expenses 2023: $138,321Net Income 2023: -$36,4022023

Highlighted filing

2017

Revenue$87,867
Expenses$104,536
Net Income-$16,669
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2020
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL GUYTONPresident, Director-$0--
CLAUDE M MAER JRDirector-$0--
KAMI POMERANTZVP, Treasurer, Director-$0--
JEAN GUYTONSecretary, Director-$0--
LUCY HAHNDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Humphreys Foundation
EIN
84-6021274
In Care Of
% KAMI POMERANTZ/HOLLAND & HAR
Phone
3032958095
Address
555 17TH STREET Suite 3200, DENVER, CO 80202

Signing Officer

Name
Samuel Guyton
Title
President
Phone
3032338412
Signed
2020-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Marrs Sevier & Company LLC
Address
230 SOUTH HOLLAND STREET, LAKEWOOD, CO 80226
Preparer
Melinda Brewer
Phone
3039226654
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45400 SH MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4650 SH CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4730 SH CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48200 SH GUGGENHEIM (RYDEX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491,800 SH GUGGENHEIM (RYDEX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50800 SH SPDR SER TR S&P DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51797.766 SH CAMBIAR INTL EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm523,394.433 PAX WRLD SM CAP INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53150 PACCAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54150 SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5592 SH TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56165 SH ISHARE CORE S&P MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57150 SH ISHARE CORE S&P MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58125 SH STRYKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5993 SH UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60172 SH WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6159 SH WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62250 (STK SPLT) TORO CO ISIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm634393.673 FIDELITY ADVISOR R/E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64245 SH INTERCONTINENTAL EXCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm652,238.138 THOMPSON BOND FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661,286.360 SH DODGE & COX INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm672,467.917 FEDERATED INST HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm687,497.116 IVY HIGH INCOME CL Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm696,365.462 SH OPPENHEIMER SR FL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm704.4 SH ADVANSIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm710.6 SH ADVANSIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721,254.514 OPPENHEIMER DEV MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm733237.265 SH PRINCIPAL PREFERRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7489 SH COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75500 CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76500 CONOCO PHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77123 SH JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7867 SH ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79163 SH ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80350 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81141 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82100 SH RAYTHEON
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt038341
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt049333
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER MISC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0193
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt087867
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt087867
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0357
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02018
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02375
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt049333
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt083000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt083000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt038341
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt038341
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16669
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0237311
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt049333
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt071047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014747
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017349
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01757
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt087716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016820
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0104536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt087867
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt087867
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04716
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016820
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt67640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt88697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt97648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1311437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1465000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1514431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt58029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt65709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt89482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt93307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt135021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-7947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt154949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt162219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt58029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt65709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt89482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-7947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt154949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt613349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt77143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt818179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1212994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1316458

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Filings

Displayed year

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

Open filing
Assets
$1,509,504
Liabilities
$16,000
Net assets
$1,493,504
Revenue
$87,867
Expenses
$104,536
Net income
-$16,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.33$0.02$0.10$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.03$1.35$0.04$0.11$0.07
2021Summary only. Only limited summary data is available for this year.$1.43$0.01$0.17$0.14$0.04
2020Summary only. Only limited summary data is available for this year.$1.40$0.02$0.03$0.11$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.01$1.46$0.11$0.12$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.02$1.47$0.09$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.02$1.49$0.09$0.10$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.02$1.51$0.06$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.54$0.03$0.10$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.12$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.20$0.10$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.10