Civic Intelligence

Edwin Gilbert Trust UW

990PF • Fiscal year 2018 • EIN 06-6044834

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 03, 2019

Organization Profile
1525 Ww T Harris Blvd D1114-044Charlotte, NC 28262

(203) 544-8084

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

53rd percentile

1.8%

Faster asset growth than 53% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-3.7%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$383,229

Up $6,682 (+1.8%) from 2017

Net Assets

Up

$383,225

Up $6,678 (+1.8%) from 2017

Liabilities

Up

$4

Up $4 from 2017

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin79th percentile

Revenue

Down

$30,010

Down $1,142 (-3.7%) from 2017

Expenses

Down

$23,377

Down $16,676 (-42%) from 2017

Net Income

Up

$6,633

Up $15,534 (+175%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$600K$400K$200K$0Assets 2011: $398,184Liabilities 2011: $02011Assets 2012: $388,154Liabilities 2012: $02012Assets 2013: $385,828Liabilities 2013: $02013Assets 2014: $385,201Liabilities 2014: $02014Assets 2015: $367,550Liabilities 2015: $02015Assets 2017: $376,547Liabilities 2017: $0Net Assets 2017: $376,5472017Assets 2018: $383,229Liabilities 2018: $4Net Assets 2018: $383,2252018Assets 2019: $432,616Liabilities 2019: $0Net Assets 2019: $432,6162019Assets 2020: $420,343Liabilities 2020: $0Net Assets 2020: $420,3432020Assets 2021: $402,724Liabilities 2021: $0Net Assets 2021: $402,7242021Assets 2022: $376,668Liabilities 2022: $1Net Assets 2022: $376,6672022Assets 2023: $432,023Liabilities 2023: $22023Assets 2024: $417,543Liabilities 2024: $3Net Assets 2024: $417,5402024

Highlighted filing

2018

Assets$383,229
Liabilities$4
Net Assets$383,225
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

$100K$50K$0-$50KRevenue 2011: $42,781Expenses 2011: $29,281Net Income 2011: $13,5002011Revenue 2012: $17,445Expenses 2012: $27,392Net Income 2012: -$9,9472012Revenue 2013: $27,413Expenses 2013: $29,518Net Income 2013: -$2,1052013Revenue 2014: $30,099Expenses 2014: $30,691Net Income 2014: -$5922014Revenue 2015: $14,846Expenses 2015: $32,549Net Income 2015: -$17,7032015Revenue 2017: $31,152Expenses 2017: $40,053Net Income 2017: -$8,9012017Revenue 2018: $30,010Expenses 2018: $23,377Net Income 2018: $6,6332018Revenue 2019: $81,438Expenses 2019: $31,181Net Income 2019: $50,2572019Revenue 2020: $19,982Expenses 2020: $32,149Net Income 2020: -$12,1672020Revenue 2021: $42,727Expenses 2021: $59,871Net Income 2021: -$17,1442021Revenue 2022: $19,207Expenses 2022: $45,264Net Income 2022: -$26,0572022Revenue 2023: $90,287Expenses 2023: $34,933Net Income 2023: $55,3542023Revenue 2024: $40,748Expenses 2024: $55,229Net Income 2024: -$14,4812024

Highlighted filing

2018

Revenue$30,010
Expenses$23,377
Net Income$6,633
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 3, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN MECOZZICo-TrusteePT$300-$300
JOSEPH A NAZZAROCo-TrusteePT$300-$300
LEE E JOHNSONCo-TrusteePT$300-$300
Filing and Contact Details

Filer

Filer Name
Edwin Gilbert Trust Uw
EIN
06-6044834
Address
1525 WW T HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
Dan Mecozzi
Title
Co-trustee
Signed
2019-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Bliss Allred & Company LLC
Address
153 S Main Street, Newtown, CT 06470
Preparer
Matthew Allred
Phone
2037441041
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0549
IRS990PF/FMVAssetsEOYAmt0481796
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0376547
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0383225
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt097
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt091819
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt086974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt089988
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0277083
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0264966
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0360667
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02964
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02816
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07548
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028306
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0376547
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0383229
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0481796
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0376547
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0383229
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0376547
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0383225
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0534968
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013293
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0521675
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08025
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026347
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0526943
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0534968
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAN MECOZZI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOSEPH A NAZZARO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LEE E JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 351
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt275 GEORGETOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GEORGETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GEORGETOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106829
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206833
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt022563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt022782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt022300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt023112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt022350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt021517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0526943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0523899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0500304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0507451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0531096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0520560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt015894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.214089
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015894
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015894
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015894
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 351
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GEORGETOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006829
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAN MECOZZI
IRS990PF/StatementsRegardingActyGrp/PhoneNum02035448084
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION SENT UPON REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JIM DRISCOLL III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02037445000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 248
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BETHEL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006801
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONTACT TRUSTEE FOR RESTRICTIONS OR LIMITATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONTACT TRUSTEE FOR DEADLINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SCHOLARSHIP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,229
Liabilities
$4
Net assets
$383,225
Revenue
$30,010
Expenses
$23,377
Net income
$6,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.41$0.55$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.32$0.00$0.90$0.35$0.55
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.19$0.45$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$0.43$0.60$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.20$0.32$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.81$0.31$0.50
2018Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.30$0.23$0.07
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.77$0.00$3.77$0.31$0.40$0.09
2015Summary only. Only limited summary data is available for this year.$3.68$0.00$0.15$0.33$0.18
2014Summary only. Only limited summary data is available for this year.$3.85$0.00$0.30$0.31$0.01
2013Summary only. Only limited summary data is available for this year.$3.86$0.00$0.27$0.30$0.02
2012Summary only. Only limited summary data is available for this year.$3.88$0.00$0.17$0.27$0.10
2011Summary only. Only limited summary data is available for this year.$3.98$0.00$0.43$0.29$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • <$500k nonprofits