Civic Intelligence

The Scudder Association Inc Co Richard Williamson

990PF • Fiscal year 2013 • EIN 13-5647705

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 23, 2014

Organization Profile
2 Tinywood Road06820

(203) 655-4470

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$6,353

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

91st percentile

37%

Faster asset growth than 91% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,693,212

Up $733,296 (+37%) from 2012

Net Assets

Up

$2,693,212

Up $733,296 (+37%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin83rd percentile

Revenue

$217,237

No earlier filing loaded for comparison.

Expenses

Up

$136,198

Up $20,591 (+18%) from 2012

Net Income

$81,039

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,698,652Liabilities 2011: $0Net Assets 2011: $1,698,6522011Assets 2012: $1,959,916Liabilities 2012: $0Net Assets 2012: $1,959,9162012Assets 2013: $2,693,212Liabilities 2013: $0Net Assets 2013: $2,693,2122013Assets 2014: $2,400,548Liabilities 2014: $0Net Assets 2014: $2,400,5482014Assets 2015: $3,931,967Liabilities 2015: $0Net Assets 2015: $3,931,9672015Assets 2016: $4,449,945Liabilities 2016: $0Net Assets 2016: $4,449,9452016Assets 2017: $4,889,790Liabilities 2017: $0Net Assets 2017: $4,889,7902017Assets 2018: $4,274,973Liabilities 2018: $0Net Assets 2018: $4,274,9732018Assets 2019: $4,988,919Liabilities 2019: $0Net Assets 2019: $4,988,9192019Assets 2020: $5,236,470Liabilities 2020: $0Net Assets 2020: $5,236,4702020Assets 2021: $6,034,710Liabilities 2021: $0Net Assets 2021: $6,034,7102021Assets 2022: $5,058,133Liabilities 2022: $0Net Assets 2022: $5,058,1332022Assets 2023: $4,381,157Liabilities 2023: $0Net Assets 2023: $4,381,1572023Assets 2024: $4,579,308Liabilities 2024: $0Net Assets 2024: $4,579,3082024

Highlighted filing

2013

Assets$2,693,212
Liabilities$0
Net Assets$2,693,212
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $109,9582011Expenses 2012: $115,6072012Revenue 2013: $217,237Expenses 2013: $136,198Net Income 2013: $81,0392013Revenue 2014: $439,745Expenses 2014: $267,427Net Income 2014: $172,3182014Revenue 2015: $2,182,620Expenses 2015: $219,688Net Income 2015: $1,962,9322015Revenue 2016: $351,094Expenses 2016: $285,785Net Income 2016: $65,3092016Revenue 2017: $322,610Expenses 2017: $350,878Net Income 2017: -$28,2682017Revenue 2018: $230,280Expenses 2018: $268,319Net Income 2018: -$38,0392018Revenue 2019: $229,634Expenses 2019: $212,080Net Income 2019: $17,5542019Revenue 2020: $207,696Expenses 2020: $218,232Net Income 2020: -$10,5362020Revenue 2021: $519,848Expenses 2021: $316,955Net Income 2021: $202,8932021Revenue 2022: -$106,558Expenses 2022: $279,856Net Income 2022: -$386,4142022Revenue 2023: $213,538Expenses 2023: $256,998Net Income 2023: -$43,4602023Revenue 2024: $466,035Expenses 2024: $267,884Net Income 2024: $198,1512024

Highlighted filing

2013

Revenue$217,237
Expenses$136,198
Net Income$81,039
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 23, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD A WILLIAMSONTreasurer-$6,353-$6,353
JENNY SCUDDERSecretary-$2,400-$2,400
ROBERT FISHPresident-$0--
ANN MARIE BUNCECorresponding Secretary-$0--
ELIZABETH ANN SHAKERRecording Secretary-$0--
SCUDDER G STEVENS ESQPresident Emeritus-$0--
RENEE SCUDDERDirector-$0--
JOHN STEVENS IIIDirector-$0--
CHARLES SK SCUDDERDirector-$0--
DONALD ERIK SCUDDERDirector-$0--
BRENT ELMSLIE SCUDDERDirector-$0--
ERIK SCUDDERDirector-$0--
KATIE GROSEDirector-$0--
CHRIS SCUDDERDirector-$0--
BETSY STEELDirector-$0--
BILL BORNTRAEGERDirector-$0--
ROBERT HENRY SCUDDERDirector-$0--
Filing and Contact Details

Filer

EIN
13-5647705
Phone
2036554470

Signing Officer

Name
Richard Williamson
Title
Treasurer
Phone
2036554470
Signed
2014-10-23
Discuss with paid preparer
Yes

Preparer

Preparer
Garrett Higgins
Phone
9143818900
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AppliedToPriorYearElection/ElectionDesc0THE SCUDDER ASSOCIATION INC (THE "ASSOCIATION") HEREBY ELECTS PURSUANT TO IRS REG. 53.4942(D)-2 TO TREAT A PORTION OF ITS CURRENT YEAR QUALIFYING DISTRIBUTIONS AGAINST THE UNDISTRIBUTED INCOME OF PRIOR YEARS AS FOLLOWS:YEAR UNDISTRIBUTED INCOME APPLIED TO UNDISTR. INCOME 2009 7,757 7,757
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162012-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt028005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt248082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt426836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt548031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt657507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt724370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt824370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt936253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1023786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1124872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1229022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1375000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1422215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1579702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt511961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt814370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt951237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt107108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1221968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1410175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-38569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1616614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt511961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt814370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt951237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt107108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1221968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1410175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-38569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1616614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt035990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt256545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt433360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt559992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt658119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt724366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt838740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt987490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1030894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1126493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1250990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1375000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1432390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1541133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1616614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
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/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ASSURED GUARANTY LTD F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANK OF AMERICA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHESAPEAKE ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CST BRANDS INCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHESAPEAKE ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GENWORTH FINL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6HEWLETT-PACKARD COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HHGREGG INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8HHGREGG INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9HHGREGG INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10JEFFRIES GP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PENN VA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PRUDENTAL FINANCIAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13RADIAN GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ST. JUDE MEDICAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SUPERVALUE INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD MUTUAL FUNDS DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0148221
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt081039
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0652257
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02693212
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01959916
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02693212
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0114093
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0114093
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0114093
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0117986
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03893
IRS990PF/DistributableAmountGrp/TotalTaxAmt03893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt07000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03893
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07000
IRS990PF/FMVAssetsEOYAmt02693212
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05099
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07798
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07798
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0425066
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0389975
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0389975
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01044760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01469927
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01469927
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0399749
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0551455
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0551455
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt085242
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0274057
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0274057
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01959916
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02693212
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02693212
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01959916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02693212
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01959916
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02693212
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01959916
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02693212
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02395662
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0260102
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02135560
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035935
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0117986
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02359727
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02395662
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,693,212
Liabilities
$0
Net assets
$2,693,212
Revenue
$217,237
Expenses
$136,198
Net income
$81,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.47$0.27$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.21$0.26$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.11$0.28$0.39
2021Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.52$0.32$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.00$5.24$0.21$0.22$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.23$0.21$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.23$0.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.32$0.35$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.35$0.29$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.00$3.93$2.18$0.22$1.96
2014Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.44$0.27$0.17
2013Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.22$0.14$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $1M-$5M nonprofits