Civic Intelligence

Claire & Samuel Mozel Charitable Tr

990PF • Fiscal year 2021 • EIN 11-6534643

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
C/O D Weissbrot 972 Park LaneValley Stream, NY 11581

(516) 655-2105

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.00x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Net Margin

16th percentile

-75%

Higher net margin than 16% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-4.6%

Faster asset growth than 15% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$3,970,990

Down $191,892 (-4.6%) from 2020

Net Assets

Down

$3,970,170

Down $190,883 (-4.6%) from 2020

Liabilities

Down

$820

Down $1,009 (-55%) from 2020

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin16th percentile

Revenue

Down

$253,439

Down $101,208 (-29%) from 2020

Expenses

Up

$444,322

Up $30,269 (+7.3%) from 2020

Net Income

Down

-$190,883

Down $131,477 (-221%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$6.0M$4.0M$2.0M$0Assets 2000: $1Liabilities 2000: $02000Assets 2011: $4,330,695Liabilities 2011: $02011Assets 2012: $4,293,235Liabilities 2012: $02012Assets 2013: $4,283,344Liabilities 2013: $02013Assets 2014: $4,330,480Liabilities 2014: $1Net Assets 2014: $4,330,4802014Assets 2015: $4,459,411Liabilities 2015: $12015Assets 2016: $4,409,356Liabilities 2016: $0Net Assets 2016: $4,409,3562016Assets 2017: $4,325,342Liabilities 2017: $0Net Assets 2017: $4,325,3422017Assets 2018: $4,328,916Liabilities 2018: $0Net Assets 2018: $4,328,9162018Assets 2019: $4,222,333Liabilities 2019: $1,8742019Assets 2020: $4,162,882Liabilities 2020: $1,829Net Assets 2020: $4,161,0532020Assets 2021: $3,970,990Liabilities 2021: $820Net Assets 2021: $3,970,1702021Assets 2022: $3,740,001Liabilities 2022: $820Net Assets 2022: $3,739,1812022Assets 2023: $3,798,936Liabilities 2023: $8202023

Highlighted filing

2021

Assets$3,970,990
Liabilities$820
Net Assets$3,970,170
Open 2021 Filing

Operations Trend

Revenue Growth19th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2000: $1Expenses 2000: $0Net Income 2000: $12000Revenue 2011: $404,886Expenses 2011: $308,724Net Income 2011: $96,1622011Revenue 2012: $279,340Expenses 2012: $316,800Net Income 2012: -$37,4602012Revenue 2013: $351,516Expenses 2013: $361,407Net Income 2013: -$9,8912013Revenue 2014: $424,640Expenses 2014: $377,504Net Income 2014: $47,1362014Revenue 2015: $540,717Expenses 2015: $411,786Net Income 2015: $128,9312015Revenue 2016: $306,192Expenses 2016: $356,247Net Income 2016: -$50,0552016Revenue 2017: $332,132Expenses 2017: $416,146Net Income 2017: -$84,0142017Revenue 2018: $438,163Expenses 2018: $434,589Net Income 2018: $3,5742018Revenue 2019: $323,624Expenses 2019: $422,240Net Income 2019: -$98,6162019Revenue 2020: $354,647Expenses 2020: $414,053Net Income 2020: -$59,4062020Revenue 2021: $253,439Expenses 2021: $444,322Net Income 2021: -$190,8832021Revenue 2022: $296,641Expenses 2022: $527,630Net Income 2022: -$230,9892022Revenue 2023: $537,440Expenses 2023: $500,174Net Income 2023: $37,2662023

Highlighted filing

2021

Revenue$253,439
Expenses$444,322
Net Income-$190,883
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLAS PETRASTrustee-$0--
DARCI WEISSBROTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mozel Charitable Trust
EIN
11-6534643
Phone
5166552105
Address
C/O D WEISSBROT 972 PARK LANE, VALLEY STREAM, NY 11581

Signing Officer

Name
Darci Weissbrot
Title
Trustee
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Brinster & Bergman Llp
Address
100 MERRICK RD STE 320E, ROCKVILLE CENTRE, NY 11570
Preparer
Erika L Calderon
Phone
5167664800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LAUDER ESTEE COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MARTIN MARIETTA MATLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MASCO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NIKE INC CLASS B COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PROCTER & GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PRUDENTIAL FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48QUEST DIAGNOSTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TOLL BROS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UNITED PARCEL SVC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63CHECK POINT SOFTWARE TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65FIDELITY INTERNATIONAL INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66LVMH MOET HENNESSY
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0284910
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0297247
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt05826
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1120218
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt033
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt125934
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Machinery and Equipment
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt05859
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1146152
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt050000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CAPTIAL ONE NA MCLEAN CA CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt051625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0145829
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt068708
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt03124
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0217661
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0217661
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0192778
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt068708
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0355900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0355900
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt03193
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt03193
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0145829
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0145829
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0145829
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-190883
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt038902
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt038902
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt038902
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0315306
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt068708
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0167017
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt03124
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt08047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt035778
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035778
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt042044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt042044
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03407
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0192778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0357900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt086422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0444322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0253439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0253439
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt086422
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt088422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt296305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt349955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt148367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt148367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt182539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2108554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHEDULE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SCHEDULE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SCHEDULE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SCHEDULE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc450000 MT SAN AN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt068708
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt08047
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-190883
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03970170
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04161053
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03970170
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0371047
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0371047
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0371047
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0373369
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02322
IRS990PF/DistributableAmountGrp/TotalTaxAmt02322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01691
IRS990PF/FMVAssetsEOYAmt08231357
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04161053
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03970170
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt056129
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt060912
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt047480
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0822378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0730950

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,970,990
Liabilities
$820
Net assets
$3,970,170
Revenue
$253,439
Expenses
$444,322
Net income
-$190,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$0.54$0.50$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.30$0.53$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.25$0.44$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$0.35$0.41$0.06
2019Summary only. Only limited summary data is available for this year.$4.22$0.00$0.32$0.42$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.44$0.43$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.33$0.42$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.31$0.36$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.46$0.00$0.54$0.41$0.13
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.33$0.00$4.33$0.42$0.38$0.05
2013Summary only. Only limited summary data is available for this year.$4.28$0.00$0.35$0.36$0.01
2012Summary only. Only limited summary data is available for this year.$4.29$0.00$0.28$0.32$0.04
2011Summary only. Only limited summary data is available for this year.$4.33$0.00$0.40$0.31$0.10
2000Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $1M-$5M nonprofits