Civic Intelligence

H a Vance Foundation Inc % Conifer Investments Ltd

990PF • Fiscal year 2015 • EIN 06-1355463

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profile
100 Pearl StreetHartford, CT 06103

(860) 761-1041

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

15th percentile

-26%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

30th percentile

$16,250

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

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

Asset Growth

41st percentile

-1.2%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

7th percentile

-53%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$8,130,865

Down $94,754 (-1.2%) from 2014

Net Assets

$8,130,865

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin15th percentile

Revenue

Down

$360,196

Down $410,962 (-53%) from 2014

Expenses

Down

$454,950

Down $6,664 (-1.4%) from 2014

Net Income

Down

-$94,754

Down $404,298 (-131%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$10M$5.0M$0Assets 2011: $6,274,686Liabilities 2011: $02011Assets 2012: $6,399,480Liabilities 2012: $02012Assets 2013: $7,916,075Liabilities 2013: $02013Assets 2014: $8,225,619Liabilities 2014: $02014Assets 2015: $8,130,865Liabilities 2015: $0Net Assets 2015: $8,130,8652015Assets 2016: $7,932,064Liabilities 2016: $0Net Assets 2016: $7,932,0642016Assets 2017: $8,282,291Liabilities 2017: $0Net Assets 2017: $8,282,2912017Assets 2018: $7,809,685Liabilities 2018: $0Net Assets 2018: $7,809,6852018Assets 2019: $7,810,056Liabilities 2019: $1Net Assets 2019: $7,810,0562019Assets 2020: $7,572,921Liabilities 2020: $12020Assets 2021: $8,040,827Liabilities 2021: $1Net Assets 2021: $8,040,8272021Assets 2022: $7,869,055Liabilities 2022: $0Net Assets 2022: $7,869,0552022Assets 2023: $7,864,380Liabilities 2023: $12023Assets 2024: $8,778,713Liabilities 2024: $0Net Assets 2024: $8,778,7132024

Highlighted filing

2015

Assets$8,130,865
Liabilities$0
Net Assets$8,130,865
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $476,626Expenses 2011: $395,386Net Income 2011: $81,2402011Revenue 2012: $558,981Expenses 2012: $434,187Net Income 2012: $124,7942012Revenue 2013: $1,991,027Expenses 2013: $455,833Net Income 2013: $1,535,1942013Revenue 2014: $771,158Expenses 2014: $461,614Net Income 2014: $309,5442014Revenue 2015: $360,196Expenses 2015: $454,950Net Income 2015: -$94,7542015Revenue 2016: $312,057Expenses 2016: $510,858Net Income 2016: -$198,8012016Revenue 2017: $842,969Expenses 2017: $492,742Net Income 2017: $350,2272017Revenue 2018: $9,236Expenses 2018: $481,842Net Income 2018: -$472,6062018Revenue 2019: $499,673Expenses 2019: $499,302Net Income 2019: $3712019Revenue 2020: $322,614Expenses 2020: $559,749Net Income 2020: -$237,1352020Revenue 2021: $1,029,290Expenses 2021: $561,384Net Income 2021: $467,9062021Revenue 2022: $371,367Expenses 2022: $543,139Net Income 2022: -$171,7722022Revenue 2023: $573,879Expenses 2023: $578,554Net Income 2023: -$4,6752023Revenue 2024: $1,517,609Expenses 2024: $593,869Net Income 2024: $923,7402024

Highlighted filing

2015

Revenue$360,196
Expenses$454,950
Net Income-$94,754
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY C RIONProgram OfficerPT$16,250-$16,250
H ALEX VANCE JRPresidentPT$0--
WILLIAM C VANCEVice-President-$0--
COLEMAN H CASEY ESQSecretary-$0--
DAVID W PARMELEETreasurer-$0--
ALISON V SCHERERDirector-$0--
PATRICIA D VANCEDirector-$0--
Filing and Contact Details

Filer

Filer Name
H a Vance Foundation Inc
EIN
06-1355463
Phone
8607611041
Address
100 PEARL STREET, HARTFORD, CT 06103

Signing Officer

Name
Alex Vance
Title
President
Phone
8607611041
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Whittlesey & Hadley Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Newton Buckner Iii CPA
Phone
8605244471
Raw XML AppendixShowing 400 of 610 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02150
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02150
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIDELITY FLOATING HIGH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1HARTFORD WORLD BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2JP MORGAN STRATEGIC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3LOOMIS SAYLES PLUS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0172100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1200000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2182800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3200000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0185144
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1188942
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2169567
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3186010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt021476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt323202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt444112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt586104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt663568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt70
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt816628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt969617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1026024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1129609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1263862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1365287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1620477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt176978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1946423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2052160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2115084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2241860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2353836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2469705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2637389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2768991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29116909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30174395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3150100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3252366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34234006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35226751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36150000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38199547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39107296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40129323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411000000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt422716819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt075318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt277801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt375888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt448917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5121049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt671528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt70
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt879224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9117324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1076613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1189318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12107468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1368020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1679236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1777040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1876496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1973304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20112347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2189928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2279893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2369484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2462775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2666095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2789694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2887984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29152190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30188088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3167771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3255068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34235883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35302996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36117172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3798152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38163550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39113340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40122843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41947653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt422288701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGILENT TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC- CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC- CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GOOGLE INC- CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18LIBERTY QVC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19LIBERTY VENTURES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PEPSICO, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25TRONOX LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VERIZON COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MERIDIAN SC GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SPDR BANK ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VNGD SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FUJIFILM HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LIBERTY GLOBAL- CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ABERDEEN EMERG MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AMERICAN BEACON INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HARBOR INTL FUND INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36OAKMARK INTL SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SEAFARER G&I EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VANGUARD EMERG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VNGD FTSE PACIFIC ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ISHARES MSCI CTRY ASIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BLACKROCK MULTI-ASSET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TIFF MULTI-ASSET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GOLDMAN SACHS MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SPDR GLOBAL NAT RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VANGUARD ENERGY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt188225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2367910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3148170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PRINCIPAL DIV REAL ASSET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1KBW EQUITY REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2T.A. REALTY FUND VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0189627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt183738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2336710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3159460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0219785
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt013741
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0233526
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0233526
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02150
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0113627
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt016250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt016250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0375000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0375000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0126670
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0219785
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0219785
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-94754
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0778565
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013741
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0300333
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05009
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05009
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt016293
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt033079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt049372
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0415429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0454950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0333412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0360196
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt040429
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033079
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079950
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0727
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0337509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1327429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0146976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-33349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0146976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-33349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0484485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1294080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0113627
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-94754
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08130865
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08225619
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08130865
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0440158
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0440158
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0440158
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0443161
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03003
IRS990PF/DistributableAmountGrp/TotalTaxAmt03003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010757
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010757
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013760
IRS990PF/FMVAssetsEOYAmt08627939
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01983307
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01983307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0754900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0754900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0729663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06622449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06327604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06884685
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0648757
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0804305
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0769535
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06242312
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06147558
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0199513
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0244056
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0244056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08225619
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08130865
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08627939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08225619
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08130865
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08225619
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08130865
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08998194
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0112976
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08885218
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0134973
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0443161
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08863221
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08998194
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt68.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt616250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0H ALEX VANCE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM C VANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2COLEMAN H CASEY ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID W PARMELEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ALISON V SCHERER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PATRICIA D VANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6NANCY C RION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0CONIFER INV LTD 100 PEARL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1100 S SAUNDERS ROAD SUITE 150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt231 WOODSIDE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3134 RICHMOND LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4CONIFER INV LTD 100 PEARL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5CONIFER INV LTD 100 PEARL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6CONIFER INV LTD 100 PEARL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAKE FOREST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WEST HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd306117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd406103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd506103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd606103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0405351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0408354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0373914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0416018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0382530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0362602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0342154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08863221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09107118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08634997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08119866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08098137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07195724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0415429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.228671
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0412426
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0415429
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03003
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0415429
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,130,865
Liabilities
$0
Net assets
$8,130,865
Revenue
$360,196
Expenses
$454,950
Net income
-$94,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$1.52$0.59$0.92
2023Detailed filing. Detailed filing data is available for this year.$7.86$0.00$0.57$0.58$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.00$7.87$0.37$0.54$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.04$0.00$8.04$1.03$0.56$0.47
2020Detailed filing. Detailed filing data is available for this year.$7.57$0.00$0.32$0.56$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.81$0.00$7.81$0.50$0.50$0.00
2018Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.01$0.48$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.28$0.00$8.28$0.84$0.49$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.93$0.00$7.93$0.31$0.51$0.20
2015Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.36$0.45$0.09
2014Summary only. Only limited summary data is available for this year.$8.23$0.00$0.77$0.46$0.31
2013Summary only. Only limited summary data is available for this year.$7.92$0.00$1.99$0.46$1.54
2012Summary only. Only limited summary data is available for this year.$6.40$0.00$0.56$0.43$0.12
2011Summary only. Only limited summary data is available for this year.$6.27$0.00$0.48$0.40$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $5M-$10M nonprofits