Civic Intelligence

H a Vance Foundation Inc % Conifer Investments Ltd

990PF • Fiscal year 2016 • EIN 06-1355463

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

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

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

9th percentile

-64%

Higher net margin than 9% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

30th percentile

$18,667

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

30th percentile

-2.4%

Faster asset growth than 30% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-13%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,932,064

Down $198,801 (-2.4%) from 2015

Net Assets

Down

$7,932,064

Down $198,801 (-2.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin9th percentile

Revenue

Down

$312,057

Down $48,139 (-13%) from 2015

Expenses

Up

$510,858

Up $55,908 (+12%) from 2015

Net Income

Down

-$198,801

Down $104,047 (-110%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2016

Assets$7,932,064
Liabilities$0
Net Assets$7,932,064
Open 2016 Filing

Operations Trend

Revenue Growth23rd 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

2016

Revenue$312,057
Expenses$510,858
Net Income-$198,801
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY S MARTINProgram OfficerPT$18,667-$18,667
NANCY C RIONConsultantPT$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
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Whittlesey & Hadley Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Brian Kerrigan
Phone
8605244471
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07932064
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08130865
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07932064
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0428191
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0428191
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0428191
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0429667
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01476
IRS990PF/DistributableAmountGrp/TotalTaxAmt01476
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01476
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01476
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01476
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012000
IRS990PF/FMVAssetsEOYAmt08822727
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01983307
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01983307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0754900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0945935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0952782
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06327604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06008607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06934007
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0804305
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0828989
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0787405
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06147558
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05948757
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0244056
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0148533
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0148533
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08130865
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07932064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08822727
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08130865
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07932064
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08130865
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07932064
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08724198
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0245174
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08479024
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0130863
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0429667
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08593335
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08724198
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/AverageHrsPerWkDevotedToPosRt724.00
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/CompensationAmt718667
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/EmployeeBenefitProgramAmt70
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/ExpenseAccountOtherAllwncAmt70
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/PersonNm7MARY S MARTIN
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/TitleTxt6CONSULTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7PROGRAM 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/AddressLine1Txt7CONIFER 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/CityNm7HARTFORD
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/StateAbbreviationCd7CT
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/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd706103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0391263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0392739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0412426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0373914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0416018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0382530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0362602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08593335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08863221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09107118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08634997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08119866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08098137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0470310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.227653

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,932,064
Liabilities
$0
Net assets
$7,932,064
Revenue
$312,057
Expenses
$510,858
Net income
-$198,801
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
2016Detailed filing. Detailed filing data is available for this year.$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. 2016 filings • $5M-$10M nonprofits