Civic Intelligence

The Autzen Foundation

990PF • Fiscal year 2015 • EIN 93-6021333

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 01, 2016

Organization Profile
P O Box 3709Portland, OR 97208

(503) 226-6051

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$595

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

58th percentile

2.1%

Faster asset growth than 58% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

46%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$9,131,412

Up $186,648 (+2.1%) from 2014

Net Assets

Up

$9,126,278

Up $181,514 (+2.0%) from 2014

Liabilities

Up

$5,134

Up $5,134 from 2014

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin67th percentile

Revenue

Up

$1,631,417

Up $514,372 (+46%) from 2014

Expenses

Up

$1,449,364

Up $51,339 (+3.7%) from 2014

Net Income

Up

$182,053

Up $463,033 (+165%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$30M$20M$10M$0Assets 2011: $8,878,104Liabilities 2011: $02011Assets 2012: $9,419,211Liabilities 2012: $20,8672012Assets 2013: $9,223,244Liabilities 2013: $02013Assets 2014: $8,944,764Liabilities 2014: $0Net Assets 2014: $8,944,7642014Assets 2015: $9,131,412Liabilities 2015: $5,134Net Assets 2015: $9,126,2782015Assets 2016: $8,776,354Liabilities 2016: $0Net Assets 2016: $8,776,3542016Assets 2017: $8,275,872Liabilities 2017: $7,262Net Assets 2017: $8,268,6102017Assets 2018: $8,235,080Liabilities 2018: $8,021Net Assets 2018: $8,227,0592018Assets 2019: $7,778,802Liabilities 2019: $0Net Assets 2019: $7,778,8022019Assets 2020: $7,155,686Liabilities 2020: $0Net Assets 2020: $7,155,6862020Assets 2021: $7,065,374Liabilities 2021: $11,603Net Assets 2021: $7,053,7712021Assets 2022: $8,515,948Liabilities 2022: $26,730Net Assets 2022: $8,489,2182022Assets 2023: $7,950,301Liabilities 2023: $0Net Assets 2023: $7,950,3012023Assets 2024: $24,919,861Liabilities 2024: $0Net Assets 2024: $24,919,8612024

Highlighted filing

2015

Assets$9,131,412
Liabilities$5,134
Net Assets$9,126,278
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,167,562Expenses 2011: $1,075,914Net Income 2011: $91,6482011Revenue 2012: $1,625,054Expenses 2012: $1,107,053Net Income 2012: $518,0012012Revenue 2013: $1,119,580Expenses 2013: $1,290,895Net Income 2013: -$171,3152013Revenue 2014: $1,117,045Expenses 2014: $1,398,025Net Income 2014: -$280,9802014Revenue 2015: $1,631,417Expenses 2015: $1,449,364Net Income 2015: $182,0532015Revenue 2016: $1,157,599Expenses 2016: $1,513,397Net Income 2016: -$355,7982016Revenue 2017: $977,086Expenses 2017: $1,475,661Net Income 2017: -$498,5752017Revenue 2018: $1,502,889Expenses 2018: $1,544,281Net Income 2018: -$41,3922018Revenue 2019: $1,075,073Expenses 2019: $1,523,330Net Income 2019: -$448,2572019Revenue 2020: $991,021Expenses 2020: $1,614,137Net Income 2020: -$623,1162020Revenue 2021: $1,762,573Expenses 2021: $1,868,987Net Income 2021: -$106,4142021Revenue 2022: $3,445,597Expenses 2022: $2,010,150Net Income 2022: $1,435,4472022Revenue 2023: $1,291,376Expenses 2023: $1,830,293Net Income 2023: -$538,9172023Revenue 2024: $19,090,734Expenses 2024: $2,235,544Net Income 2024: $16,855,1902024

Highlighted filing

2015

Revenue$1,631,417
Expenses$1,449,364
Net Income$182,053
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 1, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY ULMANPresident-$595-$595
CHRISTINA A GRADYTreasurer-$595-$595
ROBERT W PATTON IIIDirector-$595-$595
THOMAS J AUTZENDirector-$595-$595
PHILLIP PATTONDirector-$595-$595
Filing and Contact Details

Filer

Filer Name
The Autzen Foundation
EIN
93-6021333
Phone
5032266051
Address
P O BOX 3709, PORTLAND, OR 97208

Signing Officer

Name
Wendy Ulman
Title
President
Phone
5032266051
Signed
2016-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DATALINK CORPORATION (DTLK) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DICK'S SPORTING GOODS INC (DKS) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DU PONTE E I DE NEMOURS & CO (DD) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27E*TRADE FINANCIAL CORP (ETFC) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EASTMAN CHEMICAL CO. (EMN) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EATON CORP (ETN) 4075 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30EBAY INC (EBAY) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EDISON INTERNATIONAL (EIX) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EPIQ SYSTEMS INC (EPIQ) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ESTERLINE TECHNOLOGIES CORP (ESL) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EXPRESS SCRIPTS INC (ESRX) 7430 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EXXON MOBIL CORP (XOM) 9000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FACEBOOK INC (FB) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FACTSET RESEARCH SYSTEMS INC (FDS) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FISERV INC (FISV) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FORTUNE BRANDS INC (FO) 5900 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GENERAL MILLS INC (GIS) 8000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GOOGLE INC CL A 1 (GOOG) 400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GOOGLE INC CLASS A (GOOG) 400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GRAINGER, WW INC (GWW) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HERCULES TECH GROWTH CAP INC (HTGC) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HESS CORPORATION (HES) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HOME DEPOT INC (HD) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HUBBELL INC (HUBB) 2040 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48IBM CORP (IBM) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARES TR KLD SELECT SOCIAL (KLD) 200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ISHARES TR S&P GLOBAL HEALTHCARE SECTOR (IXJ) 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51IXIA (XXIA) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JM SMUCKER CO (SJM) 1647 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JOHNSON & JOHNSON (JNJ) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JOHNSON CONTROLS INC (JCI) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JUNIPER NETWORKS INC (JNPR) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LABORATORY CORP (LH) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LOWES COMPANIES (LOW) 6000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MACQUARIE INFRASTRUCTURE CO LLC (MIC) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MCDONALD'S CORP (MCD) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MICHAEL KORS HOLDINGS LIMITED (KORS) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MONDELEZ INTERNATIONAL INC (MDLZ) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MONSANTO CO (MON) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NORTHWEST NATURAL GAS CO (NWN) 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NOVARTIS (NVS) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PAYPAL HLDGS INC COM (PYPL) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PEPSICO INC (PEP) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PFIZER INC (PFE) 20000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PHILLIP MORRIS INTERNATIONAL INC (PM) 13500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69POWERSHARES DB COMMODITY INDEX (DBC) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70POWERSHARES EXCHANGE TRADED - DEVELOPED MARKETS (PIZ) 1100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71POWERSHARES EXCHANGE TRADED - EMERGING MARKETS (PIE) 1400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72POWERSHARES EXCHANGE TRADED - TECHNICAL LEADERS (PDP) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PRECISION CASTPARTS CORP (PCP) 800 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PROCTER & GAMBLE CO (PG) 10763 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75QIHOO 360 TECHNOLOGY CO LTD (QIHU) 4500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76QUALCOMM INC (QCOM) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SCHNITZER STEEL INDUSTRIES (SCHN) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SECTOR SPDR TRUST (XLK) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SIGMA ALDRICH CORP (SIAL) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ST JUDE MEDICAL INC (STJ) 3500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STURM RUGER & CO INC (ST2.SG) 1500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TARGET CORP (TGT) 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TELUS CORP (TU) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TEXTAINER GROUP HOLDINGS LIMITED (TGH) 4000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85THE GOLDMAN SACHS GROUP INC (GS) 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86THE LACLEDE GROUP INC (LG) 2500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TIME INC COM USD0.01 (TIME) 250 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TIME WARNER INC. (TWX) 2250 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TIMKEN CO (TKR) 5000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TIMKENSTEEL CORP (TMST) 2500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91UNION PACIFIC CORP (UNP) 14400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92US BANCORP (USB) 32000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WELLS FARGO & CO (WFC) 26000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WESTERN DIGITAL (WDC) 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WEYERHAEUSER CO (WY) 5405 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WHITING PETE CORP NEW COM (WLL) 2400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97YUM! BRANDS INC (YUM) 1500 SHARES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01451976
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt02064455
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt098172
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0107079
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0631498
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0999919
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01631417
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01631417
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07398
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07399
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014797
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0999919
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02677
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0298
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02975
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01330462
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01330462
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0631498
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0631498
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0182053
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01489211
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0999919
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01587906
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt011401
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt011401
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt022802
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt026013
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt012987
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt039000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07164
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06773
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013937
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0839
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0419
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01258
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02506
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01251
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt03757
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01094
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02546
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01389991
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01449364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01631417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01631417
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt059529
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043511
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0118902
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0437
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0437
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42004-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62005-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71999-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82004-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92008-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1131654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2136129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4102855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt69879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0321622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2428346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3241871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt92472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt108306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0321622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2428346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3241871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt92472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt108306

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,131,412
Liabilities
$5,134
Net assets
$9,126,278
Revenue
$1,631,417
Expenses
$1,449,364
Net income
$182,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$19.1$2.24$16.9
2023Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$1.29$1.83$0.54
2022Detailed filing. Detailed filing data is available for this year.$8.52$0.03$8.49$3.45$2.01$1.44
2021Detailed filing. Detailed filing data is available for this year.$7.07$0.01$7.05$1.76$1.87$0.11
2020Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.99$1.61$0.62
2019Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$1.08$1.52$0.45
2018Detailed filing. Detailed filing data is available for this year.$8.24$0.01$8.23$1.50$1.54$0.04
2017Detailed filing. Detailed filing data is available for this year.$8.28$0.01$8.27$0.98$1.48$0.50
2016Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$1.16$1.51$0.36
2015Detailed filing. Detailed filing data is available for this year.$9.13$0.01$9.13$1.63$1.45$0.18
2014Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$1.12$1.40$0.28
2013Summary only. Only limited summary data is available for this year.$9.22$0.00$1.12$1.29$0.17
2012Summary only. Only limited summary data is available for this year.$9.42$0.02$1.63$1.11$0.52
2011Summary only. Only limited summary data is available for this year.$8.88$0.00$1.17$1.08$0.09