Civic Intelligence

The Siochain Foundation

990PF • Fiscal year 2019 • EIN 06-1519387

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

8065 Leesburg Pike 300Vienna, VA 22182

(615) 373-3771

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.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

5th percentile

-102%

Higher net margin than 5% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

18th percentile

-3.3%

Faster asset growth than 18% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

86%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$10,047,791

Down $339,119 (-3.3%) from 2018

Net Assets

Down

$10,047,791

Down $339,119 (-3.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$341,825

Up $158,507 (+86%) from 2018

Expenses

Down

$690,611

Down $128,270 (-16%) from 2018

Net Income

Up

-$348,786

Up $286,777 (+45%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $2,096,830Liabilities 2011: $0Net Assets 2011: $2,096,8302011Assets 2012: $1,808,099Liabilities 2012: $0Net Assets 2012: $1,808,0992012Assets 2013: $6,389,886Liabilities 2013: $1Net Assets 2013: $6,389,8862013Assets 2014: $6,100,073Liabilities 2014: $1Net Assets 2014: $6,100,0732014Assets 2015: $5,595,709Liabilities 2015: $0Net Assets 2015: $5,595,7092015Assets 2016: $5,642,960Liabilities 2016: $0Net Assets 2016: $5,642,9602016Assets 2017: $11,040,490Liabilities 2017: $0Net Assets 2017: $11,040,4902017Assets 2018: $10,386,910Liabilities 2018: $0Net Assets 2018: $10,386,9102018Assets 2019: $10,047,791Liabilities 2019: $0Net Assets 2019: $10,047,7912019Assets 2020: $13,028,610Liabilities 2020: $1Net Assets 2020: $13,028,6102020Assets 2021: $14,897,710Liabilities 2021: $1Net Assets 2021: $14,897,7102021Assets 2022: $14,018,645Liabilities 2022: $0Net Assets 2022: $14,018,6452022Assets 2023: $5,752,509Liabilities 2023: $12023Assets 2024: $1,451,390Liabilities 2024: $0Net Assets 2024: $1,451,3902024

Highlighted filing

2019

Assets$10,047,791
Liabilities$0
Net Assets$10,047,791

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $2852011Expenses 2012: $491,7512012Revenue 2013: $5,162,151Expenses 2013: $594,975Net Income 2013: $4,567,1762013Revenue 2014: $238,134Expenses 2014: $607,459Net Income 2014: -$369,3252014Revenue 2015: $207,157Expenses 2015: $888,642Net Income 2015: -$681,4852015Revenue 2016: $65,495Expenses 2016: $31,454Net Income 2016: $34,0412016Revenue 2017: $5,444,196Expenses 2017: $45,340Net Income 2017: $5,398,8562017Revenue 2018: $183,318Expenses 2018: $818,881Net Income 2018: -$635,5632018Revenue 2019: $341,825Expenses 2019: $690,611Net Income 2019: -$348,7862019Revenue 2020: $5,226,005Expenses 2020: $2,294,685Net Income 2020: $2,931,3202020Revenue 2021: $1,822,808Expenses 2021: $52,684Net Income 2021: $1,770,1242021Revenue 2022: -$369,751Expenses 2022: $52,390Net Income 2022: -$422,1412022Revenue 2023: $487,751Expenses 2023: $4,751,763Net Income 2023: -$4,264,0122023Revenue 2024: $204,703Expenses 2024: $4,573,501Net Income 2024: -$4,368,7982024

Highlighted filing

2019

Revenue$341,825
Expenses$690,611
Net Income-$348,786
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE LEE UELTSCHIPresident-$0--
Filing and Contact Details

Filer

Filer Name
Siochain Foundation
EIN
06-1519387
Address
8065 LEESBURG PIKE 300, VIENNA, VA 22182

Signing Officer

Name
Anne Lee Ueltschi
Title
President
Phone
7032262154
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Blankenship CPA Group Pllc
Address
215 WARD CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Scott a Felts CPA
Phone
6153733771
Raw XML Appendix329 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0KEEL POINT - 005088
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1KEEL POINT - 005088
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2KEEL POINT - 000697
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3PLEXUS FUND III
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4BLUEARC ABSOLUTE RETURN FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02036752
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11038749
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2388543
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt36246
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02097056
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt11078221
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2384151
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt32366
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt060304
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt139472
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-4392
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-6246
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42366
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME INVESTMENTS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0754000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0819120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05164597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11623977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05757064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11771871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY INVESTMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUND INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0123325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2531497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt359802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0K-1 PLEXUS FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1K-1 BLUEARC QUANTITATIVE EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BLUEARC-MILLENNIUM ABSOLUTE RETURN F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DISTRIBUTIONS RECEIVABLE - PLEXUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0148891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2539198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt359802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0171656
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0100747
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt030
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 PLEXUS FUND III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1BLUEARC ABSOLUTE RETURN FUN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt024886
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt144504
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0241048
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0100777
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0341825
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0241078
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09243
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0640000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0640000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0171656
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0171656
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0171656
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-348786
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03571037
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0100747
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0250321
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt043111
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt069390
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt069390
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt069390
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0241078
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0640000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0690611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0250321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0341825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09243
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-348786
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0243
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09910
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010048034
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010386910
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010047791
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0506217
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0506217
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0506217
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0511223
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05006
IRS990PF/DistributableAmountGrp/TotalTaxAmt05006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08278
IRS990PF/FMVAssetsEOYAmt010886539
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0651
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0153665
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0651
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0651
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010940
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03157
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03157
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0313000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0754000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0819120
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07335357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06788574
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07528935
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01942023
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01964624
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01997891
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010386910
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010047791
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0631925
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0536785
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0536785
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010386910
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010047791
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010886539
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010386910
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010047791
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010386910
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010047791
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010380159
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0320205
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08121865
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0155702
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01938089
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0511223
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010224457
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010380159
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANNE LEE UELTSCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01554 TAYLORS GAP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd022903
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0648558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0651061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0751800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0844241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0582129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.063432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.068427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.145456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.103186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010224457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010986915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09121554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05553423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05804081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05641525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0640000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.317158
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0640000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0640000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0640000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BLANKENSHIP CPA GROUP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0215 WARD CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BRENTWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037027
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06153733771
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANNE LEE UELTSCHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0640000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NATHIONAL PHILANTHROPIC TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0CHARITABLE ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0165 TOWNSHIP LINE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JENKINTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019046
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0640000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0506217
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0506217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0206168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0557337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0255041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0255041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0897288
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0133783
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0206168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0557337
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0640000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0133783
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01152329
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01018546
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0243
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE FROM PASSTHROUGHS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES CT CORP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2KEEL POINT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3K-1 PLEXUS FUND III
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140896
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21931
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt024886
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt144504
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 PLEXUS FUND III
OtherIncomeSchedule2/OtherIncomeDetail/Desc1BLUEARC ABSOLUTE RETURN FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt024886
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt144504
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt024886
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt144504
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09910
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt07500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE LEE UELTSCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07032262154
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIOCHAIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIOC
ReturnHeader/Filer/EIN0061519387
ReturnHeader/Filer/USAddress/AddressLine1Txt08065 LEESBURG PIKE 300
ReturnHeader/Filer/USAddress/CityNm0VIENNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022182
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04A709C110149BEA4F749A93E42455E1C39D32C05
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05604C322B5A97152A25F5A6F9513FCEB269E3AC6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.147.121
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:19:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450491842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENSHIP CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 WARD CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370272304
ReturnHeader/PreparerPersonGrp/PhoneNum06153733771
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A FELTS CPA
ReturnHeader/ReturnTs02020-11-16T11:19:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.20$4.57$4.37
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.00$0.49$4.75$4.26
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.37$0.05$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$1.82$0.05$1.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$5.23$2.29$2.93
2019Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.34$0.69$0.35
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.18$0.82$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$5.44$0.05$5.40
2016Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.07$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.21$0.89$0.68
2014Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.24$0.61$0.37
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.39$0.00$6.39$5.16$0.59$4.57
2012Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.49
2011Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.00