Civic Intelligence

Clarence H Morrison Charitable Trust 005844

990PF • Fiscal year 2014 • EIN 16-6429037

Aug 01, 2013 to Jul 31, 2014 • Filed on Dec 03, 2014

Organization Profile
245 Main Street13820

(607) 433-4123

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.00x

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

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Net Margin

24th percentile

-29%

Higher net margin than 24% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

87th percentile

$27,570

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Asset Growth

31st percentile

-1.5%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

30th percentile

-16%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$4,616,065

Down $69,760 (-1.5%) from 2013

Net Assets

Down

$4,616,065

Down $69,760 (-1.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin24th percentile

Revenue

$240,930

No earlier filing loaded for comparison.

Expenses

Up

$310,690

Up $20,996 (+7.2%) from 2013

Net Income

-$69,760

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,861,841Liabilities 2011: $02011Assets 2012: $4,759,218Liabilities 2012: $0Net Assets 2012: $4,759,2182012Assets 2013: $4,685,825Liabilities 2013: $0Net Assets 2013: $4,685,8252013Assets 2014: $4,616,065Liabilities 2014: $0Net Assets 2014: $4,616,0652014Assets 2015: $4,657,100Liabilities 2015: $0Net Assets 2015: $4,657,1002015Assets 2016: $4,563,113Liabilities 2016: $0Net Assets 2016: $4,563,1132016Assets 2017: $4,621,257Liabilities 2017: $0Net Assets 2017: $4,621,2572017Assets 2018: $4,742,278Liabilities 2018: $0Net Assets 2018: $4,742,2782018Assets 2019: $4,641,705Liabilities 2019: $0Net Assets 2019: $4,641,7052019Assets 2020: $4,563,414Liabilities 2020: $0Net Assets 2020: $4,563,4142020Assets 2021: $4,502,787Liabilities 2021: $0Net Assets 2021: $4,502,7872021Assets 2022: $4,859,283Liabilities 2022: $12022Assets 2023: $4,675,127Liabilities 2023: $12023Assets 2024: $4,812,365Liabilities 2024: $12024Assets 2025: $4,903,329Liabilities 2025: $0Net Assets 2025: $4,903,3292025

Highlighted filing

2014

Assets$4,616,065
Liabilities$0
Net Assets$4,616,065
Open 2014 Filing

Operations Trend

Revenue Growth30th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $406,609Expenses 2011: $273,137Net Income 2011: $133,4722011Expenses 2012: $290,6452012Expenses 2013: $289,6942013Revenue 2014: $240,930Expenses 2014: $310,690Net Income 2014: -$69,7602014Revenue 2015: $365,498Expenses 2015: $324,463Net Income 2015: $41,0352015Revenue 2016: $237,652Expenses 2016: $331,639Net Income 2016: -$93,9872016Revenue 2017: $378,789Expenses 2017: $320,645Net Income 2017: $58,1442017Revenue 2018: $479,533Expenses 2018: $358,512Net Income 2018: $121,0212018Revenue 2019: $272,213Expenses 2019: $372,786Net Income 2019: -$100,5732019Revenue 2020: $296,935Expenses 2020: $375,226Net Income 2020: -$78,2912020Revenue 2021: $321,787Expenses 2021: $382,414Net Income 2021: -$60,6272021Revenue 2022: $759,180Expenses 2022: $402,648Net Income 2022: $356,5322022Revenue 2023: $207,119Expenses 2023: $391,213Net Income 2023: -$184,0942023Revenue 2024: $509,496Expenses 2024: $372,351Net Income 2024: $137,1452024Revenue 2025: $478,677Expenses 2025: $387,477Net Income 2025: $91,2002025

Highlighted filing

2014

Revenue$240,930
Expenses$310,690
Net Income-$69,760
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Dec 3, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMMUNITY BANK NATrustee-$27,570-$27,570
Filing and Contact Details

Filer

EIN
16-6429037
Phone
6074334123

Signing Officer

Name
Patricia a Lowe
Title
Avp Trust Operations
Phone
6074334123
Signed
2014-12-03
Discuss with paid preparer
Yes

Preparer

Preparer
Chad a Burrows CPA
Phone
6074329082
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84,032 GNMA #685676 5.000% 4/15/2023
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104,137 GNMA POOL #004177 5.000% 7/20/2023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118,302 GNR 2003-85 PD 4.000% 3/20/2033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1222,090 GNR 2004-95 QA 4.500% 3/20/2034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1320,153 PIMCO TOTAL RETURN FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1418,683 VANGUARD FNMA FD ADMIRAL SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158,472 VANGUARD INFLATION PROTECTED SEC ADMIRAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168563 LOOMIS SAYLES BOND INSTL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17600 VANGUARD SHORT-TERM BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181,000 VANGUARD SHORT-TERM CORP BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt194,638 ROYCE PENN MUTUAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt202,256 DODGE & COX INTERNATIONAL STOCK FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21800 ISHARES RUSSELL MIDCAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2250,000 FEDERAL HOME LOANS BANK .75% 2/7/18
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2325,000 FED HOME LOAN BKS DEB 1.0% 3/27/17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2425,000 FED FARM CR BKS DEB 2.19% 3/07/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2525,000 FED FARM CR BKS DEB 1.2% 8/14/17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2625,000 FED NATL MTG ASSN 2.20% 12/27/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt221585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt414320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt68803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt714467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt84288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt97142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt104414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt118683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1223407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13219462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14199160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15226375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16135122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1748042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1880120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1965909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20103814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2156064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2249584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2324990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2423953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2525125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2623532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0162774
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt078030
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0126
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0240930
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0240930
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01550
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt078030
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027570
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027570
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0276267
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0276267
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0162774
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0162774
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-69760
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0861864
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt078030
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0213360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05053
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0283120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0310690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0240930
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0240930
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06853
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42007-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62009-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302003-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt551998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt561998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt571998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt581998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt591998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt601998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt611998-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt621998-11-02

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,616,065
Liabilities
$0
Net assets
$4,616,065
Revenue
$240,930
Expenses
$310,690
Net income
-$69,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.00$4.90$0.48$0.39$0.09
2024Summary only. Only limited summary data is available for this year.$4.81$0.00$0.51$0.37$0.14
2023Summary only. Only limited summary data is available for this year.$4.68$0.00$0.21$0.39$0.18
2022Summary only. Only limited summary data is available for this year.$4.86$0.00$0.76$0.40$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.00$4.50$0.32$0.38$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$0.30$0.38$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.27$0.37$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.48$0.36$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$0.38$0.32$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.24$0.33$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.37$0.32$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.24$0.31$0.07
2013Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.29
2012Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.29
2011Summary only. Only limited summary data is available for this year.$4.86$0.00$0.41$0.27$0.13
Peer Organizations

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