Civic Intelligence

Larson Family Foundation

990PF • Fiscal year 2018 • EIN 93-1200088

Jan 01, 2018 to Dec 31, 2018 • Filed on May 11, 2019

PO Box 10667Eugene, OR 97440

(541) 344-0193

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.03x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

91st percentile

43%

Faster asset growth than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

92nd percentile

93%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Assets

Up

$3,994,721

Up $2,031,621 (+103%) from 2016

Net Assets

Up

$3,934,882

Up $1,981,377 (+101%) from 2016

Liabilities

Up

$59,839

Up $50,244 (+524%) from 2016

Revenue

Up

$2,152,052

Up $1,574,537 (+273%) from 2016

Expenses

Up

$151,427

Up $47,105 (+45%) from 2016

Net Income

Up

$2,000,625

Up $1,527,432 (+323%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,438,727Liabilities 2010: $479Net Assets 2010: $1,438,2482010Assets 2011: $1,400,195Liabilities 2011: $165Net Assets 2011: $1,400,0302011Assets 2012: $1,416,386Liabilities 2012: $187Net Assets 2012: $1,416,1992012Assets 2013: $1,457,257Liabilities 2013: $852Net Assets 2013: $1,456,4052013Assets 2014: $1,479,598Liabilities 2014: $930Net Assets 2014: $1,478,6682014Assets 2015: $1,480,505Liabilities 2015: $193Net Assets 2015: $1,480,3122015Assets 2016: $1,963,100Liabilities 2016: $9,595Net Assets 2016: $1,953,5052016Assets 2018: $3,994,721Liabilities 2018: $59,839Net Assets 2018: $3,934,8822018Assets 2019: $4,246,956Liabilities 2019: $5,077Net Assets 2019: $4,241,8792019Assets 2020: $5,069,927Liabilities 2020: $8,459Net Assets 2020: $5,061,4682020Assets 2021: $5,739,122Liabilities 2021: $1,166Net Assets 2021: $5,737,9562021Assets 2022: $5,060,193Liabilities 2022: $0Net Assets 2022: $5,060,1932022Assets 2023: $6,540,462Liabilities 2023: $0Net Assets 2023: $6,540,4622023Assets 2024: $7,519,445Liabilities 2024: $0Net Assets 2024: $7,519,4452024

Highlighted filing

2018

Assets$3,994,721
Liabilities$59,839
Net Assets$3,934,882

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $89,5332010Expenses 2011: $82,1222011Expenses 2012: $81,6992012Revenue 2013: $136,610Expenses 2013: $96,404Net Income 2013: $40,2062013Revenue 2014: $113,567Expenses 2014: $91,304Net Income 2014: $22,2632014Revenue 2015: $83,334Expenses 2015: $81,690Net Income 2015: $1,6442015Revenue 2016: $577,515Expenses 2016: $104,322Net Income 2016: $473,1932016Revenue 2018: $2,152,052Expenses 2018: $151,427Net Income 2018: $2,000,6252018Revenue 2019: $502,966Expenses 2019: $195,969Net Income 2019: $306,9972019Revenue 2020: $1,054,267Expenses 2020: $234,678Net Income 2020: $819,5892020Revenue 2021: $926,877Expenses 2021: $250,389Net Income 2021: $676,4882021Revenue 2022: -$421,073Expenses 2022: $256,690Net Income 2022: -$677,7632022Revenue 2023: $1,768,140Expenses 2023: $287,871Net Income 2023: $1,480,2692023Revenue 2024: $1,296,155Expenses 2024: $317,172Net Income 2024: $978,9832024

Highlighted filing

2018

Revenue$2,152,052
Expenses$151,427
Net Income$2,000,625
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 11, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John LarsonTreasurerPT$0--
Charlie LarsonSecretary-$0--
Richard LarsonPresident-$0--
Catherine LarsonDirector-$0--
Deborah LarsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Larson Family Foundation
EIN
93-1200088
Address
PO Box 10667, Eugene, OR 97440

Signing Officer

Name
John Larson
Title
Treasurer
Phone
5415216412
Signed
2019-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Nellie D Elliker CPA
Address
3145 Harris St, Eugene, OR 97405
Preparer
Nellie D Elliker
Phone
5413440193
Raw XML AppendixShowing 400 of 454 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John Larson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charlie Larson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Richard Larson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Catherine Larson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Deborah Larson
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0John Larson
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 10667
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Eugene
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097440
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05415216412
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0126510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Refer to schedule for address
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Eugene
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0126510
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032857
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt093653
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0119776
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0126510
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt086919
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt093653
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorNum67
IRS990ScheduleB/ContributorInformationGrp/ContributorNum78
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Deborah Larson
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Deborah Larson
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Deborah Larson
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3Deborah Larson
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4Deborah Larson
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5Deborah Larson
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm6Deborah Larson
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm7Deborah Larson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt076 W 29th Ave Apt 2109
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt176 W 29th Ave Apt 2109
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt276 W 29th Ave Apt 2109
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt376 W 29th Ave Apt 2109
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt476 W 29th Ave Apt 2109
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt576 W 29th Ave Apt 2109
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt676 W 29th Ave Apt 2109
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt776 W 29th Ave Apt 2109
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Eugene
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Eugene
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Eugene
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Eugene
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4Eugene
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5Eugene
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm6Eugene
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm7Eugene
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd6OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd7OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd197405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd297405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd397405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd497405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd597405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd697405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd797405
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd7X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010730
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1153741
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt295910
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3233949
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt4898719
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt5217363
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt690943
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt7373484
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum34
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum45
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum56
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum67
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt010730
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1153741
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt295910
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3233949
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4898719
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5217363
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt690943
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01000 shares of Eaton Vance Tax Dividend Income Fund
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11000000 PR Sales Tax Fing Corp 514 Jul07 Aug01 2054
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc24000 shares Eaton Vance Tax Dividend Income Fund
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc38900 shares Bausch Health Companies Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc45000 shares Invesco QQQ Tr Ser 1
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc55000 shares Micron Technology Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc61000 shares Square Inc Cl A
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-09-17
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12018-10-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22018-10-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32018-10-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42018-10-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52018-10-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62018-10-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment advisory fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Corporate registration fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Foreign tax paid
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014441
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt223
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Investment settlements
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021323
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021323
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt033236
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt1237307
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0Goergen Brother Investments II
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm1Jeffrey Tunnell
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt10
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0NA
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt1NA
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt07.0
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt16.25
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02020-08
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt12037-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0196000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt1300000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.52$0.00$7.52$1.30$0.32$0.98
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.00$6.54$1.77$0.29$1.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$0.42$0.26$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.00$5.74$0.93$0.25$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.01$5.06$1.05$0.23$0.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.01$4.24$0.50$0.20$0.31
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.06$3.93$2.15$0.15$2.00
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.95$0.58$0.10$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.08$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.09$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.14$0.10$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09