Civic Intelligence

The William J and Frances E Deutsch Charitable Foundation

990PF • Fiscal year 2019 • EIN 20-1163727

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 16, 2020

Organization Profile
26 Pilot Rock LaneRiverside, CT 06878

(914) 232-8461

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.06x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

91st percentile

61%

Higher net margin than 91% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

70th percentile

10.0%

Faster asset growth than 70% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-43%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$7,552,373

Up $685,075 (+10.0%) from 2018

Net Assets

Up

$7,485,324

Up $719,649 (+11%) from 2018

Liabilities

Down

$67,049

Down $34,574 (-34%) from 2018

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin91st percentile

Revenue

Down

$1,152,695

Down $879,218 (-43%) from 2018

Expenses

Down

$444,370

Down $32,408 (-6.8%) from 2018

Net Income

Down

$708,325

Down $846,810 (-54%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$15M$10M$5.0M$0Assets 2011: $1,850,417Liabilities 2011: $1,6232011Assets 2012: $4,126,533Liabilities 2012: $4,425Net Assets 2012: $4,122,1082012Assets 2013: $4,421,542Liabilities 2013: $19,990Net Assets 2013: $4,401,5522013Assets 2014: $5,652,389Liabilities 2014: $6,305Net Assets 2014: $5,646,0842014Assets 2015: $6,525,155Liabilities 2015: $65,800Net Assets 2015: $6,459,3552015Assets 2016: $5,761,821Liabilities 2016: $1,500Net Assets 2016: $5,760,3212016Assets 2017: $5,268,463Liabilities 2017: $47,955Net Assets 2017: $5,220,5082017Assets 2018: $6,867,298Liabilities 2018: $101,623Net Assets 2018: $6,765,6752018Assets 2019: $7,552,373Liabilities 2019: $67,049Net Assets 2019: $7,485,3242019Assets 2020: $7,432,577Liabilities 2020: $11,215Net Assets 2020: $7,421,3622020Assets 2021: $8,570,127Liabilities 2021: $112,500Net Assets 2021: $8,457,6272021Assets 2022: $11,202,004Liabilities 2022: $28,186Net Assets 2022: $11,173,8182022Assets 2023: $12,049,389Liabilities 2023: $28,883Net Assets 2023: $12,020,5062023Assets 2024: $13,165,623Liabilities 2024: $57,898Net Assets 2024: $13,107,7252024

Highlighted filing

2019

Assets$7,552,373
Liabilities$67,049
Net Assets$7,485,324
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: -$1,651Expenses 2011: $192,790Net Income 2011: -$194,4412011Expenses 2012: $203,7212012Revenue 2013: $143,091Expenses 2013: $239,485Net Income 2013: -$96,3942013Revenue 2014: $1,375,321Expenses 2014: $207,014Net Income 2014: $1,168,3072014Revenue 2015: $1,650,664Expenses 2015: $383,250Net Income 2015: $1,267,4142015Revenue 2016: -$462,777Expenses 2016: $264,780Net Income 2016: -$727,5572016Revenue 2017: $503,228Expenses 2017: $465,028Net Income 2017: $38,2002017Revenue 2018: $2,031,913Expenses 2018: $476,778Net Income 2018: $1,555,1352018Revenue 2019: $1,152,695Expenses 2019: $444,370Net Income 2019: $708,3252019Revenue 2020: $784,044Expenses 2020: $539,375Net Income 2020: $244,6692020Revenue 2021: $1,676,256Expenses 2021: $605,200Net Income 2021: $1,071,0562021Revenue 2022: $3,566,081Expenses 2022: $773,986Net Income 2022: $2,792,0952022Revenue 2023: $1,569,218Expenses 2023: $708,970Net Income 2023: $860,2482023Revenue 2024: $2,105,501Expenses 2024: $1,004,783Net Income 2024: $1,100,7182024

Highlighted filing

2019

Revenue$1,152,695
Expenses$444,370
Net Income$708,325
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J DEUTSCHPresident&Treas-$0--
FRANCES E DEUTSCHSecretary-$0--
SUSAN WEISAsst Secretary-$0--
William GreeneAssist Treas-$0--
Peter DeutschDirector-$0--
Stephen DeutschDirector-$0--
Natasha Jo WeisDirector-$0--
Julia DeutschDirector-$0--
Alexander DeutschDirector-$0--
Filing and Contact Details

Filer

Filer Name
The William J and Frances E Deutsch
EIN
20-1163727
Phone
9142328461
Address
26 PILOT ROCK LANE, RIVERSIDE, CT 06878

Signing Officer

Name
William J Deutsch
Title
President
Signed
2020-06-16
Discuss with paid preparer
Yes

Preparer

Firm
William Greene & Company Llp
Address
55 KATONAH AVENUE, KATONAH, NY 10536
Preparer
Rob Williams
Phone
9142328461
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Morgan Stanley
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Morgan Stanley PFD 7.125%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PNC Financial Services
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Progressive Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Regions Financial Corp PFD 6.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52State Street Corp PDF 5.9%
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Truist Fin Corp (was Suntrust12/15/2165)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Fidelity 500 Index FD-AI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Financial Select Secotr SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Health Care Select Sector
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Ishares Core Dividend Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Vanguard Info Tech ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Honeywell International Inc (#2007)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Home Depot (#2007)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Nvidia Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Ishares Russell Midcap index fund(#2007)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Broadcom (#4008)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Becton Dickinson & Co (#4008)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Constellation Brands Inc -A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Honeywell International Inc (#4008)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Royal Caribbean Cruises LTD (#4008)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TE Connectivity LTD (#4008)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Union Pacific Corp (#4008)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74Allstate Corp (#5004)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75American Equity Investments (#5004)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Athene Holdings LTD PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Truist Fin Corp Var (was BB&T #5004)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78Citizens Financial Group PFD (#5004)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79Discover Financial Service (#5004)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80Regions Financila Corp PFD 5.7%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81Consumer Discretionary SELT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82Consumer Staples SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83Industrial Select Sec SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84Vanguard Telecom Service ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85Ishares Core S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt050980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Cedar Fair LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Vintage Healthcare Opportunity Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt099792
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt125818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0220010
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01967
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0145489
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07453
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt04106
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0225324
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0145489
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0370813
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt011786
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt011786
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011786
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0278735
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0147456
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0382541
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0382541
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0781882
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0220010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0220010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0220010
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0708325
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02589471
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt07453
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07453
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07453
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0315
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0147456
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0334479
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt091712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0-4106
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-4106
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-4106
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt022880
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022880
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022880
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01561
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01561
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0315069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt036334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0382541
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt036334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0444370
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0370813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01152695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt036334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt036334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01581704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1328204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2310457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt513446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6205698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt072012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt644349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt072012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt644349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01653716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1339693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2320227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt511887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6250047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities (#3000) - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly traded securities (#5004) - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Publicly traded securities (#4008) - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Publicly traded securities (#4008) - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc460 Microsoft Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Publicly traded securities (#2007) - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Publicly traded securities (#2007) - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0147456
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt091712
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0708325
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011324
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07485324
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06765675
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07485324
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0425597
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0425597
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0425597
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0432287
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06690
IRS990PF/DistributableAmountGrp/TotalTaxAmt06690
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05310
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06690
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05310
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06690
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06690
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012000
IRS990PF/FMVAssetsEOYAmt010009938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05203869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07351221

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,552,373
Liabilities
$67,049
Net assets
$7,485,324
Revenue
$1,152,695
Expenses
$444,370
Net income
$708,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.2$0.06$13.1$2.11$1.00$1.10
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.03$12.0$1.57$0.71$0.86
2022Detailed filing. Detailed filing data is available for this year.$11.2$0.03$11.2$3.57$0.77$2.79
2021Detailed filing. Detailed filing data is available for this year.$8.57$0.11$8.46$1.68$0.61$1.07
2020Detailed filing. Detailed filing data is available for this year.$7.43$0.01$7.42$0.78$0.54$0.24
2019Detailed filing. Detailed filing data is available for this year.$7.55$0.07$7.49$1.15$0.44$0.71
2018Detailed filing. Detailed filing data is available for this year.$6.87$0.10$6.77$2.03$0.48$1.56
2017Detailed filing. Detailed filing data is available for this year.$5.27$0.05$5.22$0.50$0.47$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.46$0.26$0.73
2015Detailed filing. Detailed filing data is available for this year.$6.53$0.07$6.46$1.65$0.38$1.27
2014Detailed filing. Detailed filing data is available for this year.$5.65$0.01$5.65$1.38$0.21$1.17
2013Detailed filing. Detailed filing data is available for this year.$4.42$0.02$4.40$0.14$0.24$0.10
2012Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.12$0.20
2011Summary only. Only limited summary data is available for this year.$1.85$0.00$0.00$0.19$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $5M-$10M nonprofits