Civic Intelligence

Elizabeth C Pool Charitable Tr 050011913500

990PF • Fiscal year 2017 • EIN 91-6577853

Nov 01, 2016 to Oct 31, 2017 • Filed on Feb 05, 2018

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

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

8th percentile

-54%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

54th percentile

$39,873

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

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

Asset Growth

17th percentile

-5.3%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

79th percentile

34%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Down

$1,519,530

Down $84,742 (-5.3%) from 2016

Net Assets

Down

$1,519,530

Down $84,742 (-5.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$152,957

Up $38,495 (+34%) from 2016

Expenses

Up

$235,999

Up $10,602 (+4.7%) from 2016

Net Income

Up

-$83,042

Up $27,893 (+25%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,460,604Liabilities 2010: $0Net Assets 2010: $1,460,6042010Assets 2011: $1,411,916Liabilities 2011: $0Net Assets 2011: $1,411,9162011Assets 2012: $1,531,577Liabilities 2012: $0Net Assets 2012: $1,531,5772012Assets 2013: $1,517,613Liabilities 2013: $02013Assets 2014: $1,874,747Liabilities 2014: $0Net Assets 2014: $1,874,7472014Assets 2015: $1,717,849Liabilities 2015: $02015Assets 2016: $1,604,272Liabilities 2016: $0Net Assets 2016: $1,604,2722016Assets 2017: $1,519,530Liabilities 2017: $0Net Assets 2017: $1,519,5302017Assets 2018: $1,444,556Liabilities 2018: $0Net Assets 2018: $1,444,5562018Assets 2019: $1,346,711Liabilities 2019: $0Net Assets 2019: $1,346,7112019Assets 2020: $1,261,828Liabilities 2020: $0Net Assets 2020: $1,261,8282020Assets 2021: $1,280,403Liabilities 2021: $0Net Assets 2021: $1,280,4032021Assets 2022: $1,188,128Liabilities 2022: $0Net Assets 2022: $1,188,1282022Assets 2023: $1,155,398Liabilities 2023: $0Net Assets 2023: $1,155,3982023Assets 2024: $1,140,087Liabilities 2024: $0Net Assets 2024: $1,140,0872024

Highlighted filing

2017

Assets$1,519,530
Liabilities$0
Net Assets$1,519,530

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $92,6462010Expenses 2011: $96,1432011Expenses 2012: $93,2772012Revenue 2013: $99,730Expenses 2013: $111,096Net Income 2013: -$11,3662013Revenue 2014: $1,606,659Expenses 2014: $180,319Net Income 2014: $1,426,3402014Revenue 2015: $123,791Expenses 2015: $280,683Net Income 2015: -$156,8922015Revenue 2016: $114,462Expenses 2016: $225,397Net Income 2016: -$110,9352016Revenue 2017: $152,957Expenses 2017: $235,999Net Income 2017: -$83,0422017Revenue 2018: $193,291Expenses 2018: $268,264Net Income 2018: -$74,9732018Revenue 2019: $136,241Expenses 2019: $234,096Net Income 2019: -$97,8552019Revenue 2020: $138,238Expenses 2020: $223,120Net Income 2020: -$84,8822020Revenue 2021: $248,741Expenses 2021: $230,866Net Income 2021: $17,8752021Revenue 2022: $97,825Expenses 2022: $190,093Net Income 2022: -$92,2682022Revenue 2023: $148,965Expenses 2023: $181,705Net Income 2023: -$32,7402023Revenue 2024: $199,949Expenses 2024: $220,654Net Income 2024: -$20,7052024

Highlighted filing

2017

Revenue$152,957
Expenses$235,999
Net Income-$83,042
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Feb 5, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$39,873-$39,873
Filing and Contact Details

Filer

Filer Name
Elizabeth C Pool Charitable Tr Uma
EIN
91-6577853
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2018-02-05
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/CategoryOrItemTxt54056752108 BAIDU COM INC A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5537733W105 GLAXO SMITHKLINE P L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56803054204 SAP SE SPONSORED A D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57358029106 FRESENIUS MED AKTIEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58502117203 LOREAL UNSPONSORED A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5950186V102 LG DISPLAY CO LTD A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60780259107 ROYAL DUTCH SHELL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61771195104 ROCHE HOLDINGS LTD S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6297FARMWY2 UND 25% INT PTN OF S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63806857108 SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6462942M201 NTT DOCOMO INC A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6534407D109 FLY LEASING LTD A D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66015393101 ALFA LAVAL AB SWEDEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67835699307 SONY CORP A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6898FARMD96 UND 50% INT S1/2 26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69874039100 TAIWAN SEMICONDUCTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7023636T100 DANONE SPONS A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71585464100 MELCO CROWN ENTERTAI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72456463108 INDUSTRIAS BACHOCO S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73466140100 JGC CORP UNSPONSORED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74001317205 AIA GROUP LTD ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75307305102 FANUC CORPORATION A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7697FARMWW6 UND 44% INT PTNS OF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77072730302 BAYER AG A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7883175M205 SMITH NEPHEW P L C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7960687Y109 MIZUHO FNL GRP A D R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81701491102 PARK24 CO LTD SPN A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82500467501 KONINKLIJKE AHOLD DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83138006309 CANON INC SPONS A D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8498FARME20 UND 50% INT PTNS SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8504530Y106 ASPEN PHARMACARE HL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt012213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt78565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt89918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt95787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt109548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt116209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt128964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13582536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt154740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt165999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1710247
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1811721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19433020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt207619
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt215261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2210491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt235595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2410239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2516051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt267017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27966636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt286506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2910522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt305230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt316033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt329380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt333856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3415100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35461610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3610037
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt029118
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt059376
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt049115
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0137609
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0137609
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt059376
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03987
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt035886
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt039873
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0177775
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0177775
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt026532
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029118
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-83042
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt064463
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt064463
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0550058
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt059376
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt098370
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt049115
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015447
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015472
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0668
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0181787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt052001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0235999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0150371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0152957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04012
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt052001
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058224
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-07-02

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.20$0.22$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.15$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.10$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.25$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.14$0.22$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.14$0.23$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.19$0.27$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.15$0.24$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.11$0.23$0.11
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.12$0.28$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.61$0.18$1.43
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$0.10$0.11$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09