Civic Intelligence

Roma Charitable Foundation

990PF • Fiscal year 2020 • EIN 94-3142398

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 10, 2021

Organization Profile
1711 W Nickerson St No ASeattle, WA 98119

(206) 621-7585

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

24th percentile

-8.9%

Higher net margin than 24% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

26th percentile

$17,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

27th percentile

-0.9%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

1.0%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Flat

$16,463,478

Flat from 2020

Net Assets

$16,463,478

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin24th percentile

Revenue

Flat

$1,711,450

Flat from 2020

Expenses

Flat

$1,864,178

Flat from 2020

Net Income

Flat

-$152,728

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $19,743,171Liabilities 2011: $0Net Assets 2011: $19,743,1712011Assets 2012: $19,304,257Liabilities 2012: $0Net Assets 2012: $19,304,2572012Assets 2013: $18,583,980Liabilities 2013: $0Net Assets 2013: $18,583,9802013Assets 2014: $17,952,985Liabilities 2014: $0Net Assets 2014: $17,952,9852014Assets 2015: $17,430,798Liabilities 2015: $0Net Assets 2015: $17,430,7982015Assets 2017: $16,735,532Liabilities 2017: $0Net Assets 2017: $16,735,5322017Assets 2018: $16,675,439Liabilities 2018: $0Net Assets 2018: $16,675,4392018Assets 2019: $16,616,206Liabilities 2019: $12019Assets 2020: $16,463,478Liabilities 2020: $0Net Assets 2020: $16,463,4782020Assets 2020: $16,463,478Liabilities 2020: $12020Assets 2021: $16,266,630Liabilities 2021: $0Net Assets 2021: $16,266,6302021Assets 2022: $14,967,207Liabilities 2022: $12022Assets 2023: $15,604,237Liabilities 2023: $12023Assets 2024: $14,932,921Liabilities 2024: $0Net Assets 2024: $14,932,9212024

Highlighted filing

2020

Assets$16,463,478
Liabilities$0
Net Assets$16,463,478
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $233,3382011Expenses 2012: $1,172,8462012Expenses 2013: $1,464,9342013Revenue 2014: $935,596Expenses 2014: $1,566,580Net Income 2014: -$630,9842014Revenue 2015: $1,067,834Expenses 2015: $1,590,024Net Income 2015: -$522,1902015Revenue 2017: $1,328,039Expenses 2017: $1,598,855Net Income 2017: -$270,8162017Revenue 2018: $1,587,301Expenses 2018: $1,647,394Net Income 2018: -$60,0932018Revenue 2019: $1,693,925Expenses 2019: $1,753,158Net Income 2019: -$59,2332019Revenue 2020: $1,711,450Expenses 2020: $1,864,178Net Income 2020: -$152,7282020Revenue 2020: $1,711,450Expenses 2020: $1,864,178Net Income 2020: -$152,7282020Revenue 2021: $1,720,570Expenses 2021: $1,917,418Net Income 2021: -$196,8482021Revenue 2022: $1,573,429Expenses 2022: $2,872,852Net Income 2022: -$1,299,4232022Revenue 2023: $3,737,685Expenses 2023: $3,100,655Net Income 2023: $637,0302023Revenue 2024: $1,938,796Expenses 2024: $2,610,112Net Income 2024: -$671,3162024

Highlighted filing

2020

Revenue$1,711,450
Expenses$1,864,178
Net Income-$152,728
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 10, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARMEN ANGIULITreasurer/Secretary-$17,000-$17,000
ROBERT BERRYPresident-$12,000-$12,000
LAWRENCE PODNARVice President-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Roma Charitable Foundation
EIN
94-3142398
Phone
2066217585
Address
1711 W NICKERSON ST NO A, SEATTLE, WA 98119

Signing Officer

Name
Carmen Angiuli
Title
Treasurer
Phone
2066217585
Signed
2021-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 FIRST AVE WEST SUITE 200, SEATTLE, WA 98119-4219
Preparer
Howard Donkincpa
Phone
2066288990
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MSSB #0101 T (2,331SH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MSSB #3458 AEP (575 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MSSB #3458 AMGEN (300 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MSSB #3458 APPLE (580 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MSSB #3458 AMD (1200 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MSSB #3458 ATT (1600 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MSSB #3458 BX (1170 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MSSB #3458 BMY (960 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MSSB #3458 CVX (615 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MSSB #3458 KO (1025 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MSSB #3458 D (675 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MSSB #3458 DOW (1125 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MSSB #3458 EMR (895 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MSSB #3458 GPC (600 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MSSB #3458 HD (250 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MSSB #3458 INTC (945 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MSSB #3458 IP (1390 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MSSB #3458 JNJ (410 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MSSB #3458 JPM (505 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MSSB #3458 MCD (250 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MSSB #3458 MSFT REINVEST (435 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MSSB #3458 NUE (1250 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MSSB #3458 PCAR (845 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MSSB #3458 PAYX (660 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MSSB #3458 QCOM (640 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MSSB #3458 SO (950 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MSSB #3458 SBUX (555 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MSSB #3458 TGT (650 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MSSB #3458 UPS (515 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MSSB #3458 V (965 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MSSB #3458 ETF HDV (110 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MSSB #3458 ETF IDV (310 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MSSB #3458 ETF DVY (100 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MSSB #3458 CAT (405 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MSSB #3458 CVS (835 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MSSB #3458 GOLDMAN (250 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MSSB #3458 MDT (570 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MSSB #3458 PSX (850 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MSSB #3458 RTX (715 SHARES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MSSB #3458 TFC (1000 SHARES)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01042278
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01038892
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0215469
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt010363
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0138728
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/BusinessCd0531110
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt0138066
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0883925
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01386551
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01386551
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010232
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010232
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt010363
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt041000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01400000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01400000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0324899
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0324899
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0215469
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0215469
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-152728
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt01346890
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01346890
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02566698
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0138728
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0138728
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0806
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0806
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010363
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01301628
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt01021991
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt053385
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt058942
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt028299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01426057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0409822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01864178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01711450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01711450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt026057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0409822
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0464178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392017-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472017-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492020-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512015-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522017-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532015-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542019-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562019-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592016-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612020-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt254303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1313527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1418514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt155062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161330

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,463,478
Liabilities
$0
Net assets
$16,463,478
Revenue
$1,711,450
Expenses
$1,864,178
Net income
-$152,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$1.94$2.61$0.67
2023Summary only. Only limited summary data is available for this year.$15.6$0.00$3.74$3.10$0.64
2022Summary only. Only limited summary data is available for this year.$15.0$0.00$1.57$2.87$1.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.00$16.3$1.72$1.92$0.20
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$1.71$1.86$0.15
2020Summary only. Only limited summary data is available for this year.$16.5$0.00$1.71$1.86$0.15
2019Summary only. Only limited summary data is available for this year.$16.6$0.00$1.69$1.75$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$16.7$1.59$1.65$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$16.7$1.33$1.60$0.27
2015Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.07$1.59$0.52
2014Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.94$1.57$0.63
2013Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.46
2012Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$1.17
2011Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.23