Civic Intelligence

Breitenstein Plains Library Foundation

990PF • Fiscal year 2016 • EIN 91-6558090

Dec 01, 2015 to Nov 30, 2016 • Filed on Jan 23, 2017

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

13th percentile

-35%

Higher net margin than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$6,744

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

-2.1%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$353,478

Down $8,600 (-2.4%) from 2015

Net Assets

Down

$353,478

Down $8,600 (-2.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin13th percentile

Revenue

Down

$22,193

Down $487 (-2.1%) from 2015

Expenses

Down

$29,973

Down $2,282 (-7.1%) from 2015

Net Income

Up

-$7,780

Up $1,795 (+19%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2010: $379,427Liabilities 2010: $0Net Assets 2010: $379,4272010Assets 2011: $369,732Liabilities 2011: $0Net Assets 2011: $369,7322011Assets 2012: $362,665Liabilities 2012: $0Net Assets 2012: $362,6652012Assets 2013: $371,260Liabilities 2013: $02013Assets 2014: $371,654Liabilities 2014: $0Net Assets 2014: $371,6542014Assets 2015: $362,078Liabilities 2015: $0Net Assets 2015: $362,0782015Assets 2016: $353,478Liabilities 2016: $0Net Assets 2016: $353,4782016Assets 2017: $351,151Liabilities 2017: $0Net Assets 2017: $351,1512017Assets 2018: $365,191Liabilities 2018: $0Net Assets 2018: $365,1912018Assets 2019: $353,063Liabilities 2019: $0Net Assets 2019: $353,0632019Assets 2020: $356,996Liabilities 2020: $0Net Assets 2020: $356,9962020Assets 2021: $367,274Liabilities 2021: $0Net Assets 2021: $367,2742021Assets 2022: $366,667Liabilities 2022: $0Net Assets 2022: $366,6672022Assets 2023: $365,514Liabilities 2023: $0Net Assets 2023: $365,5142023Assets 2024: $376,845Liabilities 2024: $0Net Assets 2024: $376,8452024

Highlighted filing

2016

Assets$353,478
Liabilities$0
Net Assets$353,478
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $34,0222010Expenses 2011: $30,2872011Expenses 2012: $30,2362012Revenue 2013: $40,318Expenses 2013: $31,718Net Income 2013: $8,6002013Revenue 2014: $33,106Expenses 2014: $32,701Net Income 2014: $4052014Revenue 2015: $22,680Expenses 2015: $32,255Net Income 2015: -$9,5752015Revenue 2016: $22,193Expenses 2016: $29,973Net Income 2016: -$7,7802016Revenue 2017: $30,203Expenses 2017: $31,169Net Income 2017: -$9662017Revenue 2018: $38,481Expenses 2018: $26,665Net Income 2018: $11,8162018Revenue 2019: $25,248Expenses 2019: $37,364Net Income 2019: -$12,1162019Revenue 2020: $34,918Expenses 2020: $30,663Net Income 2020: $4,2552020Revenue 2021: $45,389Expenses 2021: $35,433Net Income 2021: $9,9562021Revenue 2022: $30,570Expenses 2022: $31,175Net Income 2022: -$6052022Revenue 2023: $27,749Expenses 2023: $28,897Net Income 2023: -$1,1482023Revenue 2024: $42,143Expenses 2024: $30,815Net Income 2024: $11,3282024

Highlighted filing

2016

Revenue$22,193
Expenses$29,973
Net Income-$7,780
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jan 23, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,744-$6,744
Filing and Contact Details

Filer

Filer Name
Breitenstein Plains Library Foundation
EIN
91-6558090
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2017-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18T ROWE PRICE MID CAP GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19THE PRICELINE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD 500 INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt75106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt829644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt910682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt183831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt193007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt202503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010871
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011322
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022193
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022193
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011322
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0674
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06070
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06744
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021542
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021542
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010867
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010871
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7780
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt083336
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011322
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016049
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0187
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt023716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt029973
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022193
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02174
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08431
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52002-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72004-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92002-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102002-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122010-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132004-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202010-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262003-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342003-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352012-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372007-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382010-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402003-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412011-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422003-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432010-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452007-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462015-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472010-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482012-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492004-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502003-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512013-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522003-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532010-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542014-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552013-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562010-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572015-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582003-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592014-07-01

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,478
Liabilities
$0
Net assets
$353,478
Revenue
$22,193
Expenses
$29,973
Net income
-$7,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.42$0.31$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.28$0.29$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.31$0.31$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.45$0.35$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.35$0.31$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.25$0.37$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.38$0.27$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.30$0.31$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.22$0.30$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.23$0.32$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.33$0.33$0.00
2013Summary only. Only limited summary data is available for this year.$3.71$0.00$0.40$0.32$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.30
2011Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.30
2010Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.34