Civic Intelligence

Prometheus Charitable Trust

990PF • Fiscal year 2016 • EIN 20-1074874

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 16, 2017

Organization Profile
5535 Memorial Dr Ste F560Houston, TX 77007

(713) 705-6445

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$25,200

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

89%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,515,897

Up $56,740 (+1.3%) from 2015

Net Assets

Up

$4,515,897

Up $56,740 (+1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin75th percentile

Revenue

Up

$340,300

Up $160,217 (+89%) from 2015

Expenses

Up

$283,560

Up $333 (+0.1%) from 2015

Net Income

Up

$56,740

Up $159,884 (+155%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $17,417Liabilities 2011: $02011Assets 2012: $3,507,287Liabilities 2012: $0Net Assets 2012: $3,507,2872012Assets 2013: $3,580,610Liabilities 2013: $0Net Assets 2013: $3,580,6102013Assets 2014: $4,562,301Liabilities 2014: $0Net Assets 2014: $4,562,3012014Assets 2015: $4,459,157Liabilities 2015: $0Net Assets 2015: $4,459,1572015Assets 2016: $4,515,897Liabilities 2016: $0Net Assets 2016: $4,515,8972016Assets 2017: $4,361,574Liabilities 2017: $0Net Assets 2017: $4,361,5742017Assets 2018: $4,417,501Liabilities 2018: $0Net Assets 2018: $4,417,5012018Assets 2019: $4,259,933Liabilities 2019: $0Net Assets 2019: $4,259,9332019Assets 2020: $4,084,183Liabilities 2020: $0Net Assets 2020: $4,084,1832020Assets 2021: $3,915,001Liabilities 2021: $0Net Assets 2021: $3,915,0012021Assets 2022: $3,559,492Liabilities 2022: $0Net Assets 2022: $3,559,4922022Assets 2023: $3,527,276Liabilities 2023: $0Net Assets 2023: $3,527,2762023Assets 2024: $3,494,606Liabilities 2024: $0Net Assets 2024: $3,494,6062024

Highlighted filing

2016

Assets$4,515,897
Liabilities$0
Net Assets$4,515,897
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $50,004Expenses 2011: $59,114Net Income 2011: -$9,1102011Expenses 2012: $147,3152012Revenue 2013: $354,279Expenses 2013: $280,956Net Income 2013: $73,3232013Revenue 2014: $1,263,275Expenses 2014: $281,584Net Income 2014: $981,6912014Revenue 2015: $180,083Expenses 2015: $283,227Net Income 2015: -$103,1442015Revenue 2016: $340,300Expenses 2016: $283,560Net Income 2016: $56,7402016Revenue 2017: $192,812Expenses 2017: $347,135Net Income 2017: -$154,3232017Revenue 2018: $430,685Expenses 2018: $374,758Net Income 2018: $55,9272018Revenue 2019: $236,111Expenses 2019: $393,679Net Income 2019: -$157,5682019Revenue 2020: $252,656Expenses 2020: $425,543Net Income 2020: -$172,8872020Revenue 2021: $357,130Expenses 2021: $521,398Net Income 2021: -$164,2682021Revenue 2022: $132,934Expenses 2022: $496,491Net Income 2022: -$363,5572022Revenue 2023: $525,937Expenses 2023: $544,161Net Income 2023: -$18,2242023Revenue 2024: $495,474Expenses 2024: $521,713Net Income 2024: -$26,2392024

Highlighted filing

2016

Revenue$340,300
Expenses$283,560
Net Income$56,740
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 16, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN BLAINE ADAMSTrustee-$25,200-$25,200
LISE M LIDDELLTrustee-$0--
FRANK A LIDDELL IIITrustee-$0--
ROBERT B LIDDELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Prometheus Charitable Trust
EIN
20-1074874
Phone
7137056445
Address
5535 MEMORIAL DR STE F560, HOUSTON, TX 77007

Signing Officer

Name
Ellen Blaine Adams
Title
Trustee
Phone
7137056445
Signed
2017-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Patrick a Falcon Pc
Address
2211 NORFOLK ST STE 516, HOUSTON, TX 77098-4054
Preparer
Patrick a Falcon
Phone
7135223308
Raw XML AppendixShowing 400 of 978 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt34PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt40PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt42PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt422016-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-548
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1154
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22093
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3305
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4577
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5685
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt696
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7255
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt81539
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt924
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt102353
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt111313
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12262
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt138842
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt144872
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-3026
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-4178
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-3979
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-12687
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-414
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-697
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-436
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt228167
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2310229
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2414810
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt252436
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26917
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27-11403
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-162
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2912
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30-73
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3194
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt323519
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt333310
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt347886
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt35-477
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36-7687
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt371091
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt38633
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt39800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt40-11190
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt41-153
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42-99904
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm016877.783 PIMCO TOTAL RETURN INSTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm124588.717 METROPOLITAN WEST TOTAL RE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0273777
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0266909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0187373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1112663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2326264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3145077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4117983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5788273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6149691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7605179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8364673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9411642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10135302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1169989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12179373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0187373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1114479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2415836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3148461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4107343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51063753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6144585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7735876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8354977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9445718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10160603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1168668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12207878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm012976 SHS BANK OF RIVER OAKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113077.98 JOHN HANCOCK DISCIPLINED VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29170.605 OPPENHEIMER GLOBAL OPPORTUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322437.274 SCHWAB INTERNATIONAL CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48777.468 VANGUARD MORGAN GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54927 ISHARES CORE S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66672 ISHARES INC CORE MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75816 ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87115 ISHARES TRUST CORE MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9673 SPDR S&P 500 ETF TRUST UNIT SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101933 VANGUARD INDEX FDS VANGUARD REI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113037.071 PRINCIPAL REAL ESTATE SEC I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121718 VANGUARD INDEX FDS VANGUARD SMA
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0157658
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0157902
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt087784
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-42491
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt045300
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt045300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02006
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02006
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04012
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt037249
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt018900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0200500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0200500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0295000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt087784
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt087784
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt056740
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01082538
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-42491
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt071697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07365
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02455
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09820
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038678
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038678
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01446
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03904
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0230217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt053343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0283560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0125040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0340300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029717
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt053343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037249
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt056740
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04515897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04459157
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04515897
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0220715
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0220715
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0220715
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0222149
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01434

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Filings

Displayed year

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

Open filing
Assets
$4,515,897
Liabilities
$0
Net assets
$4,515,897
Revenue
$340,300
Expenses
$283,560
Net income
$56,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.50$0.52$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.53$0.54$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.13$0.50$0.36
2021Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.36$0.52$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.25$0.43$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.24$0.39$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.43$0.37$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.19$0.35$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.34$0.28$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.18$0.28$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$1.26$0.28$0.98
2013Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.35$0.28$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.15
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.05$0.06$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $1M-$5M nonprofits