Civic Intelligence

Clarence H Morrison Charitable Trust 005844

990PF • Fiscal year 2018 • EIN 16-6429037

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 12, 2018

Organization Profile
245 Main StreetOneonta, NY 13820

(607) 433-4212

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Net Margin

63rd percentile

25%

Higher net margin than 63% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

89th percentile

$48,213

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Asset Growth

64th percentile

2.6%

Faster asset growth than 64% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

27%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$4,742,278

Up $121,021 (+2.6%) from 2017

Net Assets

Up

$4,742,278

Up $121,021 (+2.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin63rd percentile

Revenue

Up

$479,533

Up $100,744 (+27%) from 2017

Expenses

Up

$358,512

Up $37,867 (+12%) from 2017

Net Income

Up

$121,021

Up $62,877 (+108%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2018

Assets$4,742,278
Liabilities$0
Net Assets$4,742,278
Open 2018 Filing

Operations Trend

Revenue Growth68th 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

2018

Revenue$479,533
Expenses$358,512
Net Income$121,021
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 12, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMMUNITY BANK NATrustee-$48,213-$48,213
Filing and Contact Details

Filer

Filer Name
Clarence H Morrison Charitable Trust
EIN
16-6429037
Phone
6074334212
Address
245 MAIN STREET, ONEONTA, NY 13820

Signing Officer

Name
Julia Goff
Title
Administrator
Phone
6074334212
Signed
2018-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Chad a Burrows CPA
Address
312 CHESTNUT STREET SUITE 102, ONEONTA, NY 13820
Preparer
Chad a Burrows CPA
Phone
6074329082
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65539 GNR 2004-95 QA 4.500% 3/20/34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt720,037 VANGUARD GNMA FD ADMIRAL SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88,847 VANGUARD INFLATION PROTECTED SEC ADMIRAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt910357 LOOMIS SAYLES BOND INSTL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10600 VANGUARD SHORT-TERM BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111,100 VANGUARD SHORT-TERM CORP BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124,638 ROYCE PENN MUTUAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133408 DODGE & COX INTERNATIONAL STOCK FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14800 ISHARES RUSSELL MIDCAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1510455 METROPOLITAN WEST TOTAL RETURN BOND FD I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16400 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17500 TORONTO DOMINION BANK NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185040 FEDERATED HIGH YIELD BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19226 T ROWE PRICE BLUE CHIP GR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20656 T ROWE PRICE SMALL CAP GRWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2151 VANGUARD 500 INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22437 FRANKLIN MUTUAL QUEST FD Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7204381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8223030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9140338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1046878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1185976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1253293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13153625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1472288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15108317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1631188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1729590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1849093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1924898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2025158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2113210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt227330
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0179410
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0215442
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02613
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0397465
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0397465
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0215442
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt048213
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048213
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0302225
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0302225
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt082068
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0179410
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0179410
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0121021
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0723833
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02613
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02613
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0215442
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0348215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05212
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01037
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0309262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt049250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0358512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0397465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0479533
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07037
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt056287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172009-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182007-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222001-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232001-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242002-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252002-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262003-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272004-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282004-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt291997-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422006-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582005-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712008-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722007-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732007-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742007-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752007-11-07

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,742,278
Liabilities
$0
Net assets
$4,742,278
Revenue
$479,533
Expenses
$358,512
Net income
$121,021
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. 2018 filings • $1M-$5M nonprofits