Civic Intelligence
Contractor

SEI Private Trust Company

2 customers • 20 returns • Latest tax year 2023 • Oaks, PA

Investment management feesInvestment fees

Customers

2

Returns

20

Total Compensation

$5,310,372

Customers

OrganizationEINReturnsLatest YearServicesCompensation
Concordia Lutheran Ministries20-5138278102023Investment fees • Investment management fees$2,742,706
Concordia Lutheran Ministriesfoundation20-5138266102023Investment fees • Investment management fees$2,567,666

Returns

Tax YearOrganizationTypeServicesLocationCompensationReturn
2023Concordia Lutheran Ministries990Investment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$546,606View return
2023Concordia Lutheran Ministriesfoundation990Investment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$304,180View return
2022Concordia Lutheran Ministries990Investment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$389,054View return
2022Concordia Lutheran Ministriesfoundation990Investment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$303,395View return
2021Concordia Lutheran Ministries990Investment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$302,728View return
2021Concordia Lutheran Ministriesfoundation990Investment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$263,720View return
2020Concordia Lutheran Ministriesfoundation990Investment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$288,695View return
2020Concordia Lutheran Ministries990Investment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$231,314View return
2019Concordia Lutheran Ministriesfoundation990Investment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$272,692View return
2019Concordia Lutheran Ministries990Investment management fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$135,721View return
2018Concordia Lutheran Ministriesfoundation990Investment fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$266,733View return
2018Concordia Lutheran Ministries990Investment fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$241,779View return
2017Concordia Lutheran Ministries990Investment fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$234,934View return
2017Concordia Lutheran Ministriesfoundation990Investment fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$234,764View return
2016Concordia Lutheran Ministries990Investment fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$236,104View return
2016Concordia Lutheran Ministriesfoundation990Investment fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$226,652View return
2015Concordia Lutheran Ministriesfoundation990Investment fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$225,305View return
2015Concordia Lutheran Ministries990Investment fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$213,431View return
2014Concordia Lutheran Ministries990Investment fees1 Freedom Valley Drive, Oaks, PA 19456$211,035View return
2014Concordia Lutheran Ministriesfoundation990Investment fees1 Freedom Valley Drive, PO Box 1100, Oaks, PA 19456$181,530View return