Civic Intelligence

Larrabee Fund Association

990PF • Fiscal year 2014 • EIN 06-6038638

Nov 01, 2013 to Oct 31, 2014 • Filed on Jul 30, 2015

Organization Profile
PO Box 271724West Hartford, CT 06127

(860) 257-8443

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

61st percentile

4.6%

Faster asset growth than 61% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

61%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,121,792

Up $180,244 (+4.6%) from 2013

Net Assets

Up

$4,121,792

Up $180,244 (+4.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin83rd percentile

Revenue

Up

$500,067

Up $189,253 (+61%) from 2013

Expenses

Down

$319,823

Down $461,369 (-59%) from 2013

Net Income

Up

$180,244

Up $650,622 (+138%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,338,205Liabilities 2010: $02010Assets 2011: $4,433,460Liabilities 2011: $12011Assets 2012: $4,411,926Liabilities 2012: $0Net Assets 2012: $4,411,9262012Assets 2013: $3,941,548Liabilities 2013: $0Net Assets 2013: $3,941,5482013Assets 2014: $4,121,792Liabilities 2014: $0Net Assets 2014: $4,121,7922014Assets 2015: $4,400,767Liabilities 2015: $0Net Assets 2015: $4,400,7672015Assets 2016: $4,417,661Liabilities 2016: $0Net Assets 2016: $4,417,6612016Assets 2017: $4,437,399Liabilities 2017: $0Net Assets 2017: $4,437,3992017Assets 2018: $4,571,300Liabilities 2018: $0Net Assets 2018: $4,571,3002018Assets 2019: $4,658,428Liabilities 2019: $1Net Assets 2019: $4,658,4282019Assets 2020: $4,832,288Liabilities 2020: $0Net Assets 2020: $4,832,2882020Assets 2021: $5,115,049Liabilities 2021: $12021

Highlighted filing

2014

Assets$4,121,792
Liabilities$0
Net Assets$4,121,792
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $349,775Expenses 2010: $295,134Net Income 2010: $54,6412010Revenue 2011: $379,558Expenses 2011: $284,303Net Income 2011: $95,2552011Expenses 2012: $432,2142012Revenue 2013: $310,814Expenses 2013: $781,192Net Income 2013: -$470,3782013Revenue 2014: $500,067Expenses 2014: $319,823Net Income 2014: $180,2442014Revenue 2015: $601,861Expenses 2015: $322,886Net Income 2015: $278,9752015Revenue 2016: $500,472Expenses 2016: $483,578Net Income 2016: $16,8942016Revenue 2017: $604,165Expenses 2017: $584,427Net Income 2017: $19,7382017Revenue 2018: $612,040Expenses 2018: $478,139Net Income 2018: $133,9012018Revenue 2019: $721,430Expenses 2019: $634,302Net Income 2019: $87,1282019Revenue 2020: $751,953Expenses 2020: $578,093Net Income 2020: $173,8602020Revenue 2021: $872,221Expenses 2021: $589,460Net Income 2021: $282,7612021

Highlighted filing

2014

Revenue$500,067
Expenses$319,823
Net Income$180,244
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Jul 30, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA MORTONPresident-$0--
GIULIANA MUSILLIFirst Vice President-$0--
FRANCES CALAFIORESecond Vice President-$0--
VICKI KONOVERSecretary-$0--
TINA MCCARYAssistant Secretary-$0--
RUTH VAN WINKLETreasurer-$0--
KATI BERMANAssistant Treasurer-$0--
CONNIE BAINBoard Member-$0--
ELENA DEVAUGHNBoard Member-$0--
JOANN BITTNERBoard Member-$0--
LISA CALAFIOREBoard Member-$0--
LINDA DUNAKINBoard Member-$0--
SUE DALRYMPLEBoard Member-$0--
ABBEY KREINIKBoard Member-$0--
CINDY LAWLERBoard Member-$0--
SUZANNE PINKESBoard Member-$0--
CHRIS SHANNONBoard Member-$0--
MARGARET TAYLORBoard Member-$0--
SUSAN VICINO-MOSERBoard Member-$0--
DORIS JOHNSONPresident-$0--
BARBARA CLARKFirst Vice President-$0--
MARY BALLSecond Vice President-$0--
MARGARET LEWISTreasurer-$0--
ROBERTA ROYAssistant Treasurer-$0--
JUDY KULAKSecretary-$0--
REBECCA HENTONBoard Member-$0--
NATALIE PHILLIPSBoard Member-$0--
WINIFRED NELSONBoard Member-$0--
OLIVETTE THOMASBoard Member-$0--
PATRICIA CAMPBoard Member-$0--
NATALIE MENDESBoard Member-$0--
YVONNE DANIELSBoard Member-$0--
ELBA CRUZ SCHULMANBoard Member-$0--
MARYLOU ANDERSON WORDBoard Member-$0--
BETH BUSHBoard Member-$0--
Filing and Contact Details

Filer

EIN
06-6038638
Phone
8602578443

Signing Officer

Name
Barbara Morton
Title
President
Phone
8602578443
Signed
2015-07-30
Discuss with paid preparer
Yes

Preparer

Preparer
David J Kordish CPA
Phone
2032681060
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CONSOLIDATED EDISON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COLUMBIA SMALL CAP CORE FUND CL Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COLUMBIA ACORN FUND CL Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DOMINION RES INC VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AIR PROD & CHEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21RIO TINTO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22OCCIDENTAL PETE CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AMERICAN ELEC PWR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DTE ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COLUMBIA MID CAP GROWTH FD CL Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28WASTE MGMT INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COLUMBIA ACORN INTERNATIONAL FUND CLASS Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AGILENT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EXPRESS SCRIPTS HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ILLINOIS TOOL WKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MONSANTO CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VANGUARD FTSE EMERGING MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PRINCIPAL FINL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44AXIS CAP HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45THERMO FISHER SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PRUDENTIAL FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PNC FINL SVCS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62INTERNATIONAL BUSINESS MACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GENERAL MLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PRICE T ROWE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68JOHN HANCOCK FDS II DISCIPLINED VALUE MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69JPMORGAN ALERIAN MLP INDEX ETN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71BROADCOM CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72CITIGROUP INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73DOW CHEM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VISA INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TERADATA CORP DELAWARE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ARTISAN INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MFS SER TRI RESH INTL FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79EGSHARES EMERGING MARKETS CONSUMER ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ISHARES MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGUARD GLOBAL EX-U S REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84POWERSHARES QQQ TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ISHARES RUSSELL MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ISHARES RUSSELL 2200 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88CREDIT SUISSE COMMODITY-RETURN STRATEGY FUND CL I
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt050891
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt066141
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0112653
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0108800
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010382
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0329
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0232164
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0232164
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06337
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012675
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0108800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0261504
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0261504
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0267903
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0112653
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0112653
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0180244
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0554703
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010382
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010382
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03285
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03286
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06571
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0108800
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0203003
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01738
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01738
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03476
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt017798
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017799
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035597
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0290662
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0319823
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0232164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0500067
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029158
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029161
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0445903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt084106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt124694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt084106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0530009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0108800
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0180244
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04121792
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03941548
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04121792
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0260417
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0260417
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0260417
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0264477
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04060
IRS990PF/DistributableAmountGrp/TotalTaxAmt04060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,121,792
Liabilities
$0
Net assets
$4,121,792
Revenue
$500,067
Expenses
$319,823
Net income
$180,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$5.12$0.00$0.87$0.59$0.28
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.75$0.58$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.72$0.63$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$0.00$4.57$0.61$0.48$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.00$4.44$0.60$0.58$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.50$0.48$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.00$4.40$0.60$0.32$0.28
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.50$0.32$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.31$0.78$0.47
2012Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.43
2011Summary only. Only limited summary data is available for this year.$4.43$0.00$0.38$0.28$0.10
2010Summary only. Only limited summary data is available for this year.$4.34$0.00$0.35$0.30$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits