Civic Intelligence
Contractor

Fidelity Investments

6 customers • 9 returns • Latest tax year 2024 • Cincinnati, OH

Investment Advisory ServicesInvestment Services401k Employer Match 6%Investment Mgmt.Retirement/brokerage

Customers

6

Returns

9

Total Compensation

$3,401,390

Customers

OrganizationEINReturnsLatest YearServicesCompensation
Fairwinds Credit Union-Fl State Charter11-164401212024401k Employer Match 6%$2,438,726
Valley Health Systems Inc04-210358332023Investment Advisory Services$393,896
Northwest Nazarene University Inc82-020090712016Retirement/brokerage$269,095
Association of Texas Professional74-211978812019Investment Services$165,751
Stanley & Dorothy Frank Family56-651330812021Investment Mgmt.$104,124
Wesley Alumni Association95-367486322021Investment Services$29,798

Returns

Tax YearOrganizationTypeServicesLocationCompensationReturn
2024Fairwinds Credit Union-Fl State Charter990401k Employer Match 6%PO BOX 770001, Cincinnati, OH 45277-0003$2,438,726View return
2023Valley Health Systems Inc990Investment Advisory ServicesPO Box 770001, Cincinnati, OH 45277$164,596View return
2022Valley Health Systems Inc990Investment Advisory ServicesPO Box 770001, Cincinnati, OH 45277$120,697View return
2021Valley Health Systems Inc990Investment Advisory ServicesPO Box 770001, Cincinnati, OH 45277$108,603View return
2021Stanley & Dorothy Frank Family990Investment Mgmt.PO BOX 770001, Cincinnati, OH 45277-0002$104,124View return
2021Wesley Alumni Association990Investment ServicesPO BOX 5000, Cincinnati, OH 45273$15,813View return
2020Wesley Alumni Association990Investment ServicesPO BOX 5000, Cincinnati, OH 45273-9617$13,985View return
2019Association of Texas Professional990Investment ServicesPO BOX 145429, Cincinnati, OH 45250$165,751View return
2016Northwest Nazarene University Inc990Retirement/brokeragePO BOX 77002, Cincinnati, OH 45277$269,095View return