Civic Intelligence

Esse Quam Videri Foundation

990PF • Fiscal year 2024 • EIN 87-0570969

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 24, 2025

Organization Profile
9607 S Willow Trail WaySouth Jordan, UT 84095

(801) 254-9781

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-101%

Higher net margin than 5% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$18,723

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

18th percentile

-5.9%

Faster asset growth than 18% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

27%

Faster revenue growth than 68% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,797,298

Down $112,404 (-5.9%) from 2023

Net Assets

Down

$1,797,298

Down $112,404 (-5.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Up

$111,386

Up $23,861 (+27%) from 2023

Expenses

Up

$223,790

Up $2,942 (+1.3%) from 2023

Net Income

Up

-$112,404

Up $20,919 (+16%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $913,808Liabilities 2011: $02011Assets 2012: $853,061Liabilities 2012: $02012Assets 2013: $845,140Liabilities 2013: $0Net Assets 2013: $845,1402013Assets 2014: $891,441Liabilities 2014: $02014Assets 2015: $2,535,398Liabilities 2015: $0Net Assets 2015: $2,535,3982015Assets 2016: $2,400,840Liabilities 2016: $0Net Assets 2016: $2,400,8402016Assets 2017: $2,315,589Liabilities 2017: $0Net Assets 2017: $2,315,5892017Assets 2018: $2,251,316Liabilities 2018: $0Net Assets 2018: $2,251,3162018Assets 2019: $2,229,243Liabilities 2019: $0Net Assets 2019: $2,229,2432019Assets 2020: $2,235,611Liabilities 2020: $0Net Assets 2020: $2,235,6112020Assets 2021: $2,294,333Liabilities 2021: $0Net Assets 2021: $2,294,3332021Assets 2022: $2,043,025Liabilities 2022: $0Net Assets 2022: $2,043,0252022Assets 2023: $1,909,702Liabilities 2023: $0Net Assets 2023: $1,909,7022023Assets 2024: $1,797,298Liabilities 2024: $0Net Assets 2024: $1,797,2982024

Highlighted filing

2024

Assets$1,797,298
Liabilities$0
Net Assets$1,797,298
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $75,500Expenses 2011: $84,185Net Income 2011: -$8,6852011Revenue 2012: $43,608Expenses 2012: $104,355Net Income 2012: -$60,7472012Revenue 2013: $108,325Expenses 2013: $116,246Net Income 2013: -$7,9212013Revenue 2014: $71,688Expenses 2014: $25,387Net Income 2014: $46,3012014Revenue 2015: $1,744,241Expenses 2015: $100,259Net Income 2015: $1,643,9822015Revenue 2016: $53,456Expenses 2016: $188,014Net Income 2016: -$134,5582016Revenue 2017: $81,901Expenses 2017: $167,152Net Income 2017: -$85,2512017Revenue 2018: $130,416Expenses 2018: $212,964Net Income 2018: -$82,5482018Revenue 2019: $179,463Expenses 2019: $183,261Net Income 2019: -$3,7982019Revenue 2020: $221,858Expenses 2020: $221,446Net Income 2020: $4122020Revenue 2021: $296,233Expenses 2021: $237,401Net Income 2021: $58,8322021Revenue 2022: $10,848Expenses 2022: $262,156Net Income 2022: -$251,3082022Revenue 2023: $87,525Expenses 2023: $220,848Net Income 2023: -$133,3232023Revenue 2024: $111,386Expenses 2024: $223,790Net Income 2024: -$112,4042024

Highlighted filing

2024

Revenue$111,386
Expenses$223,790
Net Income-$112,404
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA ALAIA LICHFIELDTrustee-$18,723-$18,723
Filing and Contact Details

Filer

Filer Name
Esse Quam Videri Foundation
EIN
87-0570969
Phone
8012549781
Address
9607 S WILLOW TRAIL WAY, SOUTH JORDAN, UT 84095

Signing Officer

Name
Sara Alaia Lichfield
Title
Trustee
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Ross & Workman LLC
Address
9607 S Willow Trail Way, South Jordan, UT 84095
Preparer
Steven L Ross
Phone
8012549781
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6577 SHS THE CIGNA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66108 SHS TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67300 SHS TRADEWEB MKTS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6892 SHS TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6980 SHS TREEHOUSE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701,000 SHS TRITON INTL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71206 SHS UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72500 SHS UNITED PARCEL SERVICE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7317 SHS VERALTO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74200 SHS VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75600 SHS VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76500 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77300 SHS ZIONS BANCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78100 SHS ZOETIS INC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0103194
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0102709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt072556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt150163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01,000 VANGUARD WHITEHALL FDS HIGH DIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1500 ISHARES TR 0-3 MNTH TREASURY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0127590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt150160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt065173
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt034172
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt012041
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0111386
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0111386
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07938
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07938
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt034172
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018723
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018723
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0162242
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0162242
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt065173
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065173
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-112404
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0617212
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012041
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012041
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt034172
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt049838
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt034209
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt034209
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0678
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0162242
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0223790
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0111386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0111386
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt061548
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0388020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1168816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt47000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt57000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt82230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0398045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1179312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt57000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt66000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83613
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/PropertyDesc0NATIONAL FINANCIAL SVCS - S/T COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NATIONAL FINANCIAL SVCS - L/T COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc240 ALPHABET INC CAP STK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3178 COMCAST CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc47,000 DIRECTV HLDGS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc57,000 GILEAD SCIENCES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc66,000 JPMORGAN CHASE & CO BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72,000 JPMORGAN CHASE & CO BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc839 PHILIP MORRIS INTERNATIONAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt034172
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt010025
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-112404
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01797298
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01909702
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01797298
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0175152
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0175152
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0175152
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0175845
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0693
IRS990PF/DistributableAmountGrp/TotalTaxAmt0693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0720
IRS990PF/FMVAssetsEOYAmt03736468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt032262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt010046
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt010055
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01571504
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01533372
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03417987
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0122556
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0122719
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0177750
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01909702
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01797298
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt081427
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt027967
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt027967
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01909702
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01797298
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03736468
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01909702

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,797,298
Liabilities
$0
Net assets
$1,797,298
Revenue
$111,386
Expenses
$223,790
Net income
-$112,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.22$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.09$0.22$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.01$0.26$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.30$0.24$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.22$0.22$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.18$0.18$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.13$0.21$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.08$0.17$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.05$0.19$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$1.74$0.10$1.64
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.07$0.03$0.05
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.11$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.04$0.10$0.06
2011Summary only. Only limited summary data is available for this year.$0.91$0.00$0.08$0.08$0.01