Civic Intelligence

Phelps Association

990 • Fiscal year 2016 • EIN 06-6069051

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

Organization ProfileN/A
PO Box 202047New Haven, CT 06520-2047

(203) 624-1013

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

32nd percentile

0.09x

Higher debt load relative to revenue than 32% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

19th percentile

-4.8%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$6,570,897

Down $328,802 (-4.8%) from 2015

Net Assets

Down

$6,543,435

Down $331,574 (-4.8%) from 2015

Liabilities

Up

$27,462

Up $2,772 (+11%) from 2015

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin15th percentile

Revenue

Down

$322,924

Down $284,125 (-47%) from 2015

Expenses

Up

$379,655

Up $6,228 (+1.7%) from 2015

Net Income

Down

-$56,731

Down $290,353 (-124%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,851,049Liabilities 2011: $40,150Net Assets 2011: $5,810,8992011Assets 2012: $5,672,523Liabilities 2012: $33,007Net Assets 2012: $5,639,5162012Assets 2013: $6,231,375Liabilities 2013: $56,619Net Assets 2013: $6,174,7562013Assets 2014: $6,845,255Liabilities 2014: $30,862Net Assets 2014: $6,814,3932014Assets 2015: $6,899,699Liabilities 2015: $24,690Net Assets 2015: $6,875,0092015Assets 2016: $6,570,897Liabilities 2016: $27,462Net Assets 2016: $6,543,4352016Assets 2017: $6,845,010Liabilities 2017: $5,664Net Assets 2017: $6,839,3462017Assets 2018: $8,866,702Liabilities 2018: $43,236Net Assets 2018: $8,823,4662018Assets 2019: $9,252,374Liabilities 2019: $285,561Net Assets 2019: $8,966,8132019Assets 2020: $8,624,272Liabilities 2020: $8,048Net Assets 2020: $8,616,2242020Assets 2021: $10,029,647Liabilities 2021: $42,206Net Assets 2021: $9,987,4412021Assets 2022: $9,024,598Liabilities 2022: $116,636Net Assets 2022: $8,907,9622022Assets 2023: $9,281,458Liabilities 2023: $13,115Net Assets 2023: $9,268,3432023Assets 2024: $9,501,303Liabilities 2024: $21,971Net Assets 2024: $9,479,3322024

Highlighted filing

2016

Assets$6,570,897
Liabilities$27,462
Net Assets$6,543,435
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $353,2742011Expenses 2012: $423,8902012Revenue 2013: $908,700Expenses 2013: $373,460Net Income 2013: $535,2402013Revenue 2014: $601,695Expenses 2014: $422,180Net Income 2014: $179,5152014Revenue 2015: $607,049Expenses 2015: $373,427Net Income 2015: $233,6222015Revenue 2016: $322,924Expenses 2016: $379,655Net Income 2016: -$56,7312016Revenue 2017: $365,879Expenses 2017: $359,290Net Income 2017: $6,5892017Revenue 2018: $2,394,634Expenses 2018: $380,125Net Income 2018: $2,014,5092018Revenue 2019: $397,992Expenses 2019: $395,931Net Income 2019: $2,0612019Revenue 2020: $415,871Expenses 2020: $423,793Net Income 2020: -$7,9222020Revenue 2021: $804,152Expenses 2021: $453,547Net Income 2021: $350,6052021Revenue 2022: $541,566Expenses 2022: $457,842Net Income 2022: $83,7242022Revenue 2023: $136,534Expenses 2023: $507,382Net Income 2023: -$370,8482023Revenue 2024: $284,779Expenses 2024: $500,440Net Income 2024: -$215,6612024

Highlighted filing

2016

Revenue$322,924
Expenses$379,655
Net Income-$56,731
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$1,449,887
Mission and Program Overview

Mission

To support the educational, social and professional development of its members through association activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,757,998$4,619,655▼ $138,343
Land, Buildings, and Equipment, Net$1,558,241$1,543,871▼ $14,370
Investments Other Securities$475,698$315,313▼ $160,385
Cash and Non-Interest-Bearing Accounts$48,068$33,169▼ $14,899
Pledges and Grants Receivable$40,370$24,050▼ $16,320
Prepaid Expenses and Deferred Charges$24$3,261▲ $3,237
Total Assets$6,899,699$6,570,897▼ $328,802
Other Assets Total$19,300$31,578▲ $12,278
Liabilities
Other Liabilities$18,883$21,180▲ $2,297
Accounts Payable and Accrued Expenses$5,807$6,282▲ $475
Total Liabilities$24,690$27,462▲ $2,772
Net Assets / Fund Balance
Unrestricted Net Assets$6,750,009$6,543,435▼ $206,574
Temporarily Rstr Net Assets$125,000$0▼ $125,000
Total Net Assets Fund Balance$6,875,009$6,543,435▼ $331,574
Total Liabilities and Net Assets / Fund Balance$6,899,699$6,570,897▼ $328,802

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,371,941$1,219,504$2,591,445
Other Land Buildings$44,736$103,738$148,474
Land$127,194-$127,194

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,281,763$75,532▼ $39,023$210,429$4,956,546
2014$5,152,604$250,012▲ $161,836$127,678$5,281,763
2013$4,877,727$223,224▲ $826,320$635,513$5,152,604
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Jessica OgilviePresident
Nathaniel CartmellVice President
Barry SvigalsGovernor
Cash WarrenGovernor
Charlie BantaGovernor
Elizabeth FastGovernor
Hallie HobsonGovernor
Hilla MellerGovernor
Hope WeisslerGovernor
Hunter ReisnerGovernor
John BarkerGovernor
John EttingerGovernor
John SchmidtGovernor
Justin CarrGovernor
Kameka DempseyGovernor
Margaret MorrisGovernor
Pat RuweGovernor
Peter MarshallGovernor
Steve AbramowitzGovernor
Tom MccanceGovernor
David GoodSecretary
Koby SadanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,913
Program Service Revenue
$0
Investment Income
$230,939
Other Revenue
$72
All Other Contributions
$91,913
Change in Net Assets
$-56,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$296,673
Salaries, Compensation, and Employee Benefits$78,747
Total Fundraising Expense$31,003
Grants and Similar Amounts Paid$4,235
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$76,902$32,958-$109,860
Depreciation Depletion$60,624$30,268-$90,892
Other Salaries and Wages$24,350$25,769$22,108$72,227
Fees for Service Investment Mgmnt Fees-$37,103-$37,103
Office Expenses$1,475$1,476$6,283$9,234
Fees for Services Accounting-$7,500-$7,500
Payroll Taxes$2,216$2,282$2,022$6,520
Conferences and Meetings$2,650$2,239-$4,889
Grants to Domestic Individuals$4,235--$4,235
Other Expenses$27,296$3,767-$3,767
Insurance-$2,375-$2,375
Travel$1,987--$1,987
Information Technology$590$590$590$1,770
Total Functional Expenses$202,325$146,327$31,003$379,655
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loans Payable - Life Insurance$19,828
Payroll Taxes$1,352
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization consists of members that attended yale university and were selected for membership based on academic,social and other acheivements.”

Form 990, Part VI, Section A, Line 7A

“The board of governors has a nominating committee and the board will elect new members of the governing body.”

Form 990, Part VI, Section A, Line 7B

“Changes to the constitution or bylaws of the association must be voted on by the membership of the association.”

Form 990, Part VI, Section B, Line 11

“A copy of the return was provided to the officers of the organization to review before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available to the public upon contacting the office and meeting at a time that is convenient to both parties.”

Filing and Contact Details

Filer

Filer Name
Phelps Association
EIN
06-6069051
Phone
2036241013
Address
PO BOX 202047, NEW HAVEN, CT 06520-2047

Signing Officer

Name
Jessica Ogilvie
Title
President
Phone
2036241013
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Ogilvie
Formed
1884
Legal Domicile
Ct
Voting Board Members
22
Independent Board Members
22
Employees
8
Volunteers
0

Preparer

Firm
Sm Esposito & Co Pc
Address
3013 DIXWELL AVENUE, HAMDEN, CT 06518
Preparer
Dana Harvey CPA
Phone
2033877771
Raw XML AppendixShowing 400 of 525 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10GOVERNOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17GOVERNOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE PRESIDENT
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IRS990/InvestmentInJointVentureInd00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE EDUCATIONAL, SOCIAL AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH ASSOCIATION ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06875009
IRS990/NetAssetsOrFundBalancesEOYAmt06543435
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt081957
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt081957
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-274842
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ProgramServicesAmt076902
IRS990/OccupancyGrp/TotalAmt0109860
IRS990/OfficeExpensesGrp/FundraisingAmt06283
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01476
IRS990/OfficeExpensesGrp/ProgramServicesAmt01475
IRS990/OfficeExpensesGrp/TotalAmt09234
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019300
IRS990/OtherAssetsTotalGrp/EOYAmt031578
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UNDERGRADUATE EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER INVESTMENT EXPENS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03767
IRS990/OtherExpensesGrp/ProgramServicesAmt027296
IRS990/OtherExpensesGrp/TotalAmt027296
IRS990/OtherExpensesGrp/TotalAmt13767
IRS990/OtherLiabilitiesGrp/BOYAmt018883
IRS990/OtherLiabilitiesGrp/EOYAmt021180
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SECURITES LITIGATION
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt072
IRS990/OtherRevenueTotalAmt072
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022108
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025769
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt024350
IRS990/OtherSalariesAndWagesGrp/TotalAmt072227
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02022
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02282
IRS990/PayrollTaxesGrp/ProgramServicesAmt02216
IRS990/PayrollTaxesGrp/TotalAmt06520
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt040370
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt024050
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03261
IRS990/PrincipalOfficerNm0JESSICA OGILVIE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION PROVIDES GRANTS AND SCHOLARSHIPS TO YALE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04235
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0272857
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04000
IRS990/PYInvestmentIncomeAmt0334192
IRS990/PYOtherExpensesAmt0292205
IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt0233622
IRS990/PYSalariesCompEmpBnftPaidAmt077222
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0607049
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-56731
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075532
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0229499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0379639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt079325
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0162064
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08798
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019440
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.57100
IRS990ScheduleA/PublicSupportTotal170Amt01036852
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt075532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0272857
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0379639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt079325
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01036852
IRS990ScheduleA/TotalSupportAmt01859040
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0147062
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05281763
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt075532
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04956546

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,570,897
Liabilities
$27,462
Net assets
$6,543,435
Revenue
$322,924
Expenses
$379,655
Net income
-$56,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.50$0.02$9.48$0.28$0.50$0.22
2023Detailed filing. Detailed filing data is available for this year.$9.28$0.01$9.27$0.14$0.51$0.37
2022Detailed filing. Detailed filing data is available for this year.$9.02$0.12$8.91$0.54$0.46$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.04$9.99$0.80$0.45$0.35
2020Detailed filing. Detailed filing data is available for this year.$8.62$0.01$8.62$0.42$0.42$0.01
2019Detailed filing. Detailed filing data is available for this year.$9.25$0.29$8.97$0.40$0.40$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$0.04$8.82$2.39$0.38$2.01
2017Detailed filing. Detailed filing data is available for this year.$6.85$0.01$6.84$0.37$0.36$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.57$0.03$6.54$0.32$0.38$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.90$0.02$6.88$0.61$0.37$0.23
2014Detailed filing. Detailed filing data is available for this year.$6.85$0.03$6.81$0.60$0.42$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.23$0.06$6.17$0.91$0.37$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.67$0.03$5.64$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.04$5.81$0.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits