Civic Intelligence

Elbridge Stuart Foundation DBA Stuart Foundation

990PF • Fiscal year 2016 • EIN 20-0882784

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile

View Organization Page

500 WASHINGTON STREET 8th floorSan Francisco, CA 94111

(415) 393-1551

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.15x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

50th percentile

4.5%

Higher net margin than 50% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

Score unavailable

$522,725

The peer cohort stayed too small after all score fallbacks.

Source year 2016

Asset Growth

36th percentile

0.5%

Faster asset growth than 36% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-14%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$386,844,343

Up $1,947,921 (+0.5%) from 2015

Net Assets

Up

$382,074,422

Up $1,404,689 (+0.4%) from 2015

Liabilities

Up

$4,769,921

Up $543,232 (+13%) from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin50th percentile

Revenue

Down

$30,990,240

Down $5,045,223 (-14%) from 2015

Expenses

Up

$29,585,551

Up $1,911,185 (+6.9%) from 2015

Net Income

Down

$1,404,689

Down $6,956,408 (-83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$600M$400M$200M$0Assets 2011: $401,294,792Liabilities 2011: $3,748,0272011Assets 2012: $377,852,308Liabilities 2012: $4,228,9302012Assets 2013: $373,471,950Liabilities 2013: $7,192,3072013Assets 2014: $379,502,204Liabilities 2014: $7,193,5682014Assets 2015: $384,896,422Liabilities 2015: $4,226,689Net Assets 2015: $380,669,7332015Assets 2016: $386,844,343Liabilities 2016: $4,769,921Net Assets 2016: $382,074,4222016Assets 2017: $393,665,086Liabilities 2017: $7,333,297Net Assets 2017: $386,331,7892017Assets 2018: $398,714,774Liabilities 2018: $8,168,206Net Assets 2018: $390,546,5682018Assets 2019: $398,384,368Liabilities 2019: $15,776,294Net Assets 2019: $382,608,0742019Assets 2020: $407,849,234Liabilities 2020: $10,211,049Net Assets 2020: $397,638,1852020Assets 2021: $470,098,131Liabilities 2021: $8,254,987Net Assets 2021: $461,843,1442021Assets 2022: $461,542,693Liabilities 2022: $14,863,545Net Assets 2022: $446,679,1482022Assets 2023: $518,066,379Liabilities 2023: $12,388,432Net Assets 2023: $505,677,9472023Assets 2024: $520,254,018Liabilities 2024: $7,312,164Net Assets 2024: $512,941,8542024

Highlighted filing

2016

Assets$386,844,343
Liabilities$4,769,921
Net Assets$382,074,422
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

$100M$50M$0-$50MRevenue 2011: $18,925,180Expenses 2011: $28,514,107Net Income 2011: -$9,588,9272011Revenue 2012: $19,241,999Expenses 2012: $31,603,104Net Income 2012: -$12,361,1052012Revenue 2013: $20,257,908Expenses 2013: $31,660,223Net Income 2013: -$11,402,3152013Revenue 2014: $37,023,971Expenses 2014: $30,994,978Net Income 2014: $6,028,9932014Revenue 2015: $36,035,463Expenses 2015: $27,674,366Net Income 2015: $8,361,0972015Revenue 2016: $30,990,240Expenses 2016: $29,585,551Net Income 2016: $1,404,6892016Revenue 2017: $40,056,019Expenses 2017: $35,798,652Net Income 2017: $4,257,3672017Revenue 2018: $37,181,370Expenses 2018: $32,966,591Net Income 2018: $4,214,7792018Revenue 2019: $27,391,893Expenses 2019: $35,330,387Net Income 2019: -$7,938,4942019Revenue 2020: $50,927,983Expenses 2020: $35,897,872Net Income 2020: $15,030,1112020Revenue 2021: $98,480,305Expenses 2021: $34,275,346Net Income 2021: $64,204,9592021Revenue 2022: $19,491,342Expenses 2022: $34,655,338Net Income 2022: -$15,163,9962022Revenue 2023: $93,673,838Expenses 2023: $34,675,039Net Income 2023: $58,998,7992023Revenue 2024: $41,246,361Expenses 2024: $33,982,454Net Income 2024: $7,263,9072024

Highlighted filing

2016

Revenue$30,990,240
Expenses$29,585,551
Net Income$1,404,689
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN RAYMONDPresident & SecFT$435,200$87,525$522,725
DAVID BARLOWTreasurer & CFOFT$326,525$59,425$385,950
JOHN BUOYMASTERDirector-$0--
DWIGHT L STUART JRChair & DirectorPT$0--
DAVIS CAMPBELLDirector-$0--
ELBRIDGE H STUART IIIVice-ChairPT$0--
STUART LUCASDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Elbridge Stuart Foundation
EIN
20-0882784
Phone
4153931551
Address
500 WASHINGTON STREET 8th floor, SAN FRANCISCO, CA 94111

Signing Officer

Name
David Barlow
Title
CFO/ Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bregante Company LLP CPAs
Address
301 Battery St 2 Mezzanine, San Francisco, CA 94111
Preparer
Kenneth A Preston
Phone
4157771001
Raw XML AppendixShowing 400 of 626 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt260.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt360.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt460.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0220000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1190703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2213700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3180400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4182500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt042916
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt161669
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt237210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt350867
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt445774
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt0804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt1249
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt3691
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt41284
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2PERRY CHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3KOUA FRANZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4BRAD SINK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CHIEF OF PROGRAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM DIR- DSYF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2CHF STRAT. OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3DIR. COMM. & LEARN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4CONTROLLER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4500 WASHINGTON ST 800
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3SAN FRANCISCO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2SILCHESTER INTERNATIONAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3ACTIS EMERGING MARKETS 3A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4HIGHFIELDS CAPITAL IV LP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1500000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MGMT.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2FUND MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3FUND MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4FUND MANAGEMENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11800 LARIMER STREET STE 2100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2780 THIRD AVE 42ND FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3200 CLARENDON STREET 59TH FLOOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt660.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt0600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt1584
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DWIGHT L STUART JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVIS CAMPBELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELBRIDGE H STUART III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STUART LUCAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JONATHAN RAYMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DAVID BARLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Chair & Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE-CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5President & Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Treasurer & CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6500 WASHINGTON ST 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt022
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt028990297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt029183013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025323548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt024925836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt022424093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt025008540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt023219704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0192716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0502596987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0445982204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0460558868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0444204087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0377937273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0381580348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt023953950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.288407
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt023953950
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt023953950
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt023953950
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$386,844,343
Liabilities
$4,769,921
Net assets
$382,074,422
Revenue
$30,990,240
Expenses
$29,585,551
Net income
$1,404,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$520$7.31$513$41.2$34.0$7.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$518$12.4$506$93.7$34.7$59.0
2022Detailed filing. Detailed filing data is available for this year.$462$14.9$447$19.5$34.7$15.2
2021Detailed filing. Detailed filing data is available for this year.$470$8.25$462$98.5$34.3$64.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$408$10.2$398$50.9$35.9$15.0
2019Detailed filing. Detailed filing data is available for this year.$398$15.8$383$27.4$35.3$7.94
2018Detailed filing. Detailed filing data is available for this year.$399$8.17$391$37.2$33.0$4.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$394$7.33$386$40.1$35.8$4.26
2016Detailed filing. Detailed filing data is available for this year.$387$4.77$382$31.0$29.6$1.40
2015Detailed filing. Detailed filing data is available for this year.$385$4.23$381$36.0$27.7$8.36
2014Summary only. Only limited summary data is available for this year.$380$7.19$37.0$31.0$6.03
2013Summary only. Only limited summary data is available for this year.$373$7.19$20.3$31.7$11.4
2012Summary only. Only limited summary data is available for this year.$378$4.23$19.2$31.6$12.4
2011Summary only. Only limited summary data is available for this year.$401$3.75$18.9$28.5$9.59
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $250M-$1B nonprofits