Civic Intelligence

The Ptm Charitable Foundation

990PF • Fiscal year 2014 • EIN 13-3800384

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
791 Park AvenueSuite 7BNew York, NY 10021

(212) 307-7180

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

4th percentile

-119%

Higher net margin than 4% 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

22nd percentile

-3.8%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

94th percentile

148%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,604,668

Down $62,654 (-3.8%) from 2013

Net Assets

Down

$1,604,668

Down $62,654 (-3.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin4th percentile

Revenue

Up

$52,635

Up $31,397 (+148%) from 2013

Expenses

Down

$115,289

Down $101,538 (-47%) from 2013

Net Income

Up

-$62,654

Up $132,935 (+68%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $999,527Liabilities 2011: $0Net Assets 2011: $999,5272011Assets 2012: $1,862,911Liabilities 2012: $0Net Assets 2012: $1,862,9112012Assets 2013: $1,667,322Liabilities 2013: $0Net Assets 2013: $1,667,3222013Assets 2014: $1,604,668Liabilities 2014: $0Net Assets 2014: $1,604,6682014Assets 2015: $1,493,938Liabilities 2015: $0Net Assets 2015: $1,493,9382015Assets 2017: $1,301,402Liabilities 2017: $0Net Assets 2017: $1,301,4022017Assets 2018: $1,281,266Liabilities 2018: $0Net Assets 2018: $1,281,2662018Assets 2019: $1,346,934Liabilities 2019: $12019Assets 2020: $1,392,527Liabilities 2020: $1Net Assets 2020: $1,392,5272020Assets 2021: $1,513,175Liabilities 2021: $1Net Assets 2021: $1,513,1752021Assets 2022: $1,563,146Liabilities 2022: $1Net Assets 2022: $1,563,1462022Assets 2023: $1,574,228Liabilities 2023: $12023

Highlighted filing

2014

Assets$1,604,668
Liabilities$0
Net Assets$1,604,668
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$400K$200K$0-$200KExpenses 2011: $116,9772011Expenses 2012: $155,2472012Revenue 2013: $21,238Expenses 2013: $216,827Net Income 2013: -$195,5892013Revenue 2014: $52,635Expenses 2014: $115,289Net Income 2014: -$62,6542014Revenue 2015: $3,982Expenses 2015: $114,712Net Income 2015: -$110,7302015Revenue 2017: $25,550Expenses 2017: $107,830Net Income 2017: -$82,2802017Revenue 2018: $69,281Expenses 2018: $89,417Net Income 2018: -$20,1362018Revenue 2019: $111,714Expenses 2019: $46,046Net Income 2019: $65,6682019Revenue 2020: $82,852Expenses 2020: $37,259Net Income 2020: $45,5932020Revenue 2021: $303,291Expenses 2021: $182,643Net Income 2021: $120,6482021Revenue 2022: $221,985Expenses 2022: $172,014Net Income 2022: $49,9712022Revenue 2023: $183,967Expenses 2023: $172,885Net Income 2023: $11,0822023

Highlighted filing

2014

Revenue$52,635
Expenses$115,289
Net Income-$62,654
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R BRADFORD EVANSPr/Tr/Director-$0--
BARBARA REED EVANSVP/Sec/Director-$0--
ROBERT H ARNOLDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Ptm Charitable Foundation
EIN
13-3800384
In Care Of
% DORIAN A VERGOS & CO LLC
Phone
2123077180
Address
791 PARK AVENUE, Suite 7B, NEW YORK, NY 10021

Signing Officer

Name
R Bradford Evans
Title
Pr/tr/Director
Phone
2123077180
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Dorian a Vergos & Company LLC
Address
352 7TH AVE - SUITE 1501, NEW YORK, NY 10001
Preparer
Dorian a Vergos
Phone
2123077180
Raw XML AppendixShowing 400 of 425 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-01-07
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050,000 HEWLETT PACKARD 5/14/30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125,000 PIERCE CNTY WA 12/25/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225,000 TELEFONICA EMISIO 2/16/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310,000 TLEFONICA EMISIO 2/26/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc430,000 VALE OVERSEAS 1/17/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc540 SHS CALIFORNIA RES CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc640 SHS CALIFORNIA RES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7600 SHS DIRECTV COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8400 SHS DIRECTV COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9100 SHS DIRECTV COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100 SHS DIRECTV COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11200 SHS EXPRESS SCRIPTS HLDG CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250 SHS PRECISION CASTPARTS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13600 SHS WALMART STORES INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14160 SHS CALIFORNIA RES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-12-12
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029055
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-62654
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01604668
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01667322
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01604668
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt084484
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt084484
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt084484
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt085296
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0812
IRS990PF/DistributableAmountGrp/TotalTaxAmt0812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01937
IRS990PF/FMVAssetsEOYAmt01785458
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0146430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0106650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0159435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0149100
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.114981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.114965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.158216
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01684826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01273514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0927675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01007704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01067874
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.639093
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0101140
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0101140
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0101140
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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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/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0352 7TH AVE SUITE 1501
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DORIAN A VERGOS & CO LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02123077180
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MR R BRADFORD EVANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt094150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR THE ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT 8
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED STATEMENT 8
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE ATTACHED STATEMENT 8
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt094150
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/AppliedToCurrentYearAmt084484
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0103357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt092673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0110440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt096366
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt096366
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0383891
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016656
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0103357
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt092673
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt060765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0110440
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101140
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016656
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0480257
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0463601
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY REGULATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06742
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt37
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06742
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt37
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL EXCISE TAX OVERPAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R BRADFORD EVANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PR/TR/DIR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,604,668
Liabilities
$0
Net assets
$1,604,668
Revenue
$52,635
Expenses
$115,289
Net income
-$62,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Import issue. A filing source exists for this year, but detailed import did not complete cleanly.
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.57$0.00$0.18$0.17$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.22$0.17$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.30$0.18$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.08$0.04$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$0.11$0.05$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.07$0.09$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.03$0.11$0.08
2016Detailed filing. Detailed filing data is available for this year.
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.00$0.11$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.12$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.02$0.22$0.20
2012Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.12
Peer Organizations

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