Civic Intelligence

Matie R Viles Charitable Tr 7001100-0283500

990PF • Fiscal year 2019 • EIN 85-6009723

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization Profile
301 Griffin StSanta Fe, NM 87501-1822

(505) 954-5424

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

47th percentile

$12,088

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

47th percentile

1.4%

Faster asset growth than 47% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

54%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,497,301

Up $20,913 (+1.4%) from 2018

Net Assets

Up

$1,497,301

Up $20,913 (+1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin70th percentile

Revenue

Up

$135,842

Up $47,914 (+54%) from 2018

Expenses

Up

$115,133

Up $6,424 (+5.9%) from 2018

Net Income

Up

$20,709

Up $41,490 (+200%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,530,418Liabilities 2011: $02011Assets 2012: $1,503,259Liabilities 2012: $02012Assets 2013: $1,466,368Liabilities 2013: $1Net Assets 2013: $1,466,3682013Assets 2014: $1,523,119Liabilities 2014: $1Net Assets 2014: $1,523,1192014Assets 2015: $1,528,301Liabilities 2015: $1Net Assets 2015: $1,528,3012015Assets 2016: $1,514,401Liabilities 2016: $0Net Assets 2016: $1,514,4012016Assets 2017: $1,487,898Liabilities 2017: $0Net Assets 2017: $1,487,8982017Assets 2018: $1,476,388Liabilities 2018: $0Net Assets 2018: $1,476,3882018Assets 2019: $1,497,301Liabilities 2019: $0Net Assets 2019: $1,497,3012019Assets 2020: $1,443,195Liabilities 2020: $1Net Assets 2020: $1,443,1952020Assets 2021: $1,382,798Liabilities 2021: $1Net Assets 2021: $1,382,7982021Assets 2022: $1,311,888Liabilities 2022: $1Net Assets 2022: $1,311,8882022Assets 2023: $1,272,841Liabilities 2023: $1Net Assets 2023: $1,272,8412023Assets 2024: $1,312,064Liabilities 2024: $0Net Assets 2024: $1,312,0642024

Highlighted filing

2019

Assets$1,497,301
Liabilities$0
Net Assets$1,497,301
Open 2019 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $215,252Expenses 2011: $92,346Net Income 2011: $122,9062011Revenue 2012: $69,316Expenses 2012: $96,499Net Income 2012: -$27,1832012Revenue 2013: $54,221Expenses 2013: $91,173Net Income 2013: -$36,9522013Revenue 2014: $153,455Expenses 2014: $97,248Net Income 2014: $56,2072014Revenue 2015: $114,541Expenses 2015: $106,424Net Income 2015: $8,1172015Revenue 2016: $87,512Expenses 2016: $102,077Net Income 2016: -$14,5652016Revenue 2017: $75,654Expenses 2017: $103,975Net Income 2017: -$28,3212017Revenue 2018: $87,928Expenses 2018: $108,709Net Income 2018: -$20,7812018Revenue 2019: $135,842Expenses 2019: $115,133Net Income 2019: $20,7092019Revenue 2020: $61,668Expenses 2020: $115,697Net Income 2020: -$54,0292020Revenue 2021: $59,309Expenses 2021: $119,197Net Income 2021: -$59,8882021Revenue 2022: $59,960Expenses 2022: $130,974Net Income 2022: -$71,0142022Revenue 2023: $75,658Expenses 2023: $114,671Net Income 2023: -$39,0132023Revenue 2024: $109,631Expenses 2024: $118,433Net Income 2024: -$8,8022024

Highlighted filing

2019

Revenue$135,842
Expenses$115,133
Net Income$20,709
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ENTERPRISE BANK TRUSTTrusteePT$12,088-$12,088
Filing and Contact Details

Filer

Filer Name
Matie R Viles Charitable Trust
EIN
85-6009723
Phone
5059545424
Address
301 GRIFFIN ST, SANTA FE, NM 87501-1822

Signing Officer

Name
Cynthia Wolf
Title
Trustee
Phone
5059545424
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1442 S ST FRANCIS DR STE F, SANTA FE, NM 87505
Preparer
Deborah S Reiss
Phone
5059824496
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WELLS FARGO CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WISDOMTREE TR FLTG RATE
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt025367
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt025655
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt01226
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt077368
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0134616
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01226
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0135842
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01156
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01157
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02313
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt077368
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06044
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06044
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012088
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt092393
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt092393
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt057238
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt058464
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt020709
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0107715
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt077368
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0121355
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05853
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05853
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0207
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt099593
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0115133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0134616
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0135842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013261
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt030347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt177478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt177478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt177478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt077368
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt020709
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0124
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0328
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01497425
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01476388
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01497301
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0101615
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0101615
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0101615
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0102829
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01214
IRS990PF/DistributableAmountGrp/TotalTaxAmt01214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01110
IRS990PF/FMVAssetsEOYAmt02145810
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01355346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01355279
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02003500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01123
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01123
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01476388
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01497301
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt065362
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0115532
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0115532
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01476388
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01497301
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02145810
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01476388
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01497301
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01476388
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01497301
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt055680
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025367
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt025655
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02087901
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0107932
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01979969
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031319
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0102829
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02056582
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02087901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012088
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ENTERPRISE BANK TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0301 GRIFFIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0875011822
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt098208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt099422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt095094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt092617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt089553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt092033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt087461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01214

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,497,301
Liabilities
$0
Net assets
$1,497,301
Revenue
$135,842
Expenses
$115,133
Net income
$20,709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.11$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.13$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.06$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.09$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.08$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.09$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.15$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.09$0.04
2012Summary only. Only limited summary data is available for this year.$1.50$0.00$0.07$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$1.53$0.00$0.22$0.09$0.12