Civic Intelligence

The Sad Foundation 40 Birch Lane

990PF • Fiscal year 2023 • EIN 13-6111388

Dec 01, 2022 to Nov 30, 2023 • Filed on Feb 01, 2024

Organization Profile
PO Box 3658Park City, UT 84060

(772) 234-0790

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

88th percentile

51%

Higher net margin than 88% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$4,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

67th percentile

8.9%

Faster asset growth than 67% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

94%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,539,106

Up $207,510 (+8.9%) from 2022

Net Assets

Up

$2,539,106

Up $207,510 (+8.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin88th percentile

Revenue

Up

$405,582

Up $196,277 (+94%) from 2022

Expenses

Up

$198,072

Up $68,331 (+53%) from 2022

Net Income

Up

$207,510

Up $127,946 (+161%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,464,242Liabilities 2011: $02011Assets 2012: $2,412,858Liabilities 2012: $02012Assets 2013: $2,493,478Liabilities 2013: $02013Assets 2014: $2,428,557Liabilities 2014: $02014Assets 2015: $2,399,810Liabilities 2015: $02015Assets 2019: $2,254,194Liabilities 2019: $02019Assets 2020: $2,216,861Liabilities 2020: $0Net Assets 2020: $2,216,8612020Assets 2021: $2,252,032Liabilities 2021: $0Net Assets 2021: $2,252,0322021Assets 2022: $2,331,596Liabilities 2022: $0Net Assets 2022: $2,331,5962022Assets 2023: $2,539,106Liabilities 2023: $0Net Assets 2023: $2,539,1062023Assets 2024: $2,565,009Liabilities 2024: $0Net Assets 2024: $2,565,0092024Assets 2025: $2,629,291Liabilities 2025: $0Net Assets 2025: $2,629,2912025

Highlighted filing

2023

Assets$2,539,106
Liabilities$0
Net Assets$2,539,106
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $154,347Expenses 2011: $160,490Net Income 2011: -$6,1432011Revenue 2012: $124,821Expenses 2012: $176,257Net Income 2012: -$51,4362012Revenue 2013: $245,931Expenses 2013: $165,311Net Income 2013: $80,6202013Revenue 2014: $131,427Expenses 2014: $200,166Net Income 2014: -$68,7392014Revenue 2015: $152,386Expenses 2015: $184,779Net Income 2015: -$32,3932015Revenue 2019: $130,482Expenses 2019: $190,724Net Income 2019: -$60,2422019Revenue 2020: $155,336Expenses 2020: $192,669Net Income 2020: -$37,3332020Revenue 2021: $213,907Expenses 2021: $178,736Net Income 2021: $35,1712021Revenue 2022: $209,305Expenses 2022: $129,741Net Income 2022: $79,5642022Revenue 2023: $405,582Expenses 2023: $198,072Net Income 2023: $207,5102023Revenue 2024: $212,772Expenses 2024: $186,869Net Income 2024: $25,9032024Revenue 2025: $229,019Expenses 2025: $164,737Net Income 2025: $64,2822025

Highlighted filing

2023

Revenue$405,582
Expenses$198,072
Net Income$207,510
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Feb 1, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYDNEY D REEDTrustee-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
Sad Foundation Inc
EIN
13-6111388
Phone
7722340790
Address
PO BOX 3658, PARK CITY, UT 84060

Signing Officer

Name
Sydney D Reed
Title
Trustee
Phone
4356403629
Signed
2024-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Offutt Barton Schlitt LLC
Address
570 BEACHLAND BLVD, VERO BEACH, FL 32963
Preparer
Todd E Miller
Phone
7722312100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MFC SELECT SPDR TR ENERGY (XLE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MFC SELECT SPDR TR TECHNOLOGY XLK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MFC SPDR S&P 500 EFT TRUST (SPY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MFO BLACKROCK FDS HY BHYIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MFO BLACKROCK FUNDS V FLTG RATE INC PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MFO CAUSEWAY CAP MGT TR INTL VAL FD (CIVIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MFO DIMENSIONAL FD ADVISORS INTL VAL (DFIVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MFO FIDELITY ADVISOR SER VIII (FIMKX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MFO VANGUARD BD INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NEXTRA ENERGY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PAYCHEX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PEPSICO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PHILLIPS 66 COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PNC FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PROLOGIS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74QUALCOMM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76REGIONS FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SALESFORCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SEMPRA ENERGY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SIMON PROPERTY GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SPDR DOW JONES REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84UNITED PARCEL SVC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WEC ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WILLIAMS COMPANY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TRAVLERS CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89EXXON
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02277
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt012412
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt072735
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0332847
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0405582
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0405582
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03940
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02630
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06570
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0332847
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0163155
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0163155
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt072735
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt072735
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0207510
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02390304
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0332847
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0382551
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0258
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0308
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018792
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021192
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0172153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0198072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0405582
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0405582
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08998
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023031
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92007-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102007-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182009-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222009-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232006-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252012-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262011-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282008-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292011-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312009-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332009-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342011-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392021-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422021-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442017-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452009-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472014-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482014-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492021-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502014-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522021-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542017-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552017-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562017-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572013-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582021-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592021-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602020-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612022-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622022-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632020-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642017-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652016-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662016-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672023-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682023-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692023-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702023-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712023-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722023-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732023-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762023-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772023-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782023-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792023-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802023-07-10

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,539,106
Liabilities
$0
Net assets
$2,539,106
Revenue
$405,582
Expenses
$198,072
Net income
$207,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.23$0.16$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.21$0.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.41$0.20$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.21$0.13$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.21$0.18$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.16$0.19$0.04
2019Summary only. Only limited summary data is available for this year.$2.25$0.00$0.13$0.19$0.06
2015Summary only. Only limited summary data is available for this year.$2.40$0.00$0.15$0.18$0.03
2014Summary only. Only limited summary data is available for this year.$2.43$0.00$0.13$0.20$0.07
2013Summary only. Only limited summary data is available for this year.$2.49$0.00$0.25$0.17$0.08
2012Summary only. Only limited summary data is available for this year.$2.41$0.00$0.12$0.18$0.05
2011Summary only. Only limited summary data is available for this year.$2.46$0.00$0.15$0.16$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • $1M-$5M nonprofits