Civic Intelligence

The Mhg Foundation Inc

EIN 20-1993159 • Old Greenwich, CT

Pub. 78 Eligible
11 Cove RoadOld Greenwich, CT 06870
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

29%

Higher net margin than 78% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$10,380

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2022

Asset Growth

50th percentile

2.7%

Faster asset growth than 50% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

57%

Faster revenue growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,828,116

Up $98,934 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,828,116

Up $98,934 (+2.7%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin78th percentile

Revenue

Up

$337,998

Up $122,109 (+57%) from 2023

Expenses

Up

$239,064

Up $6,740 (+2.9%) from 2023

Net Income

Up

$98,934

Up $115,369 (+702%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,382,836Liabilities 2011: $02011Assets 2012: $1,762,211Liabilities 2012: $02012Assets 2013: $2,064,167Liabilities 2013: $0Net Assets 2013: $2,064,1672013Assets 2014: $2,338,386Liabilities 2014: $02014Assets 2015: $2,489,108Liabilities 2015: $02015Assets 2016: $2,833,664Liabilities 2016: $0Net Assets 2016: $2,833,6642016Assets 2017: $2,979,491Liabilities 2017: $0Net Assets 2017: $2,979,4912017Assets 2018: $3,346,678Liabilities 2018: $0Net Assets 2018: $3,346,6782018Assets 2019: $3,433,465Liabilities 2019: $0Net Assets 2019: $3,433,4652019Assets 2020: $3,315,560Liabilities 2020: $0Net Assets 2020: $3,315,5602020Assets 2021: $3,757,663Liabilities 2021: $0Net Assets 2021: $3,757,6632021Assets 2022: $3,745,617Liabilities 2022: $0Net Assets 2022: $3,745,6172022Assets 2023: $3,729,182Liabilities 2023: $0Net Assets 2023: $3,729,1822023Assets 2024: $3,828,116Liabilities 2024: $0Net Assets 2024: $3,828,1162024

Highlighted filing

2024

Assets$3,828,116
Liabilities$0
Net Assets$3,828,116
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $300,175Expenses 2011: $77,227Net Income 2011: $222,9482011Revenue 2012: $603,258Expenses 2012: $84,808Net Income 2012: $518,4502012Revenue 2013: $607,289Expenses 2013: $100,397Net Income 2013: $506,8922013Revenue 2014: $501,013Expenses 2014: $106,631Net Income 2014: $394,3822014Revenue 2015: $439,280Expenses 2015: $130,713Net Income 2015: $308,5672015Revenue 2016: $678,877Expenses 2016: $138,100Net Income 2016: $540,7772016Revenue 2017: $309,009Expenses 2017: $163,207Net Income 2017: $145,8022017Revenue 2018: $572,561Expenses 2018: $205,374Net Income 2018: $367,1872018Revenue 2019: $592,473Expenses 2019: $224,371Net Income 2019: $368,1022019Revenue 2020: $124,639Expenses 2020: $242,689Net Income 2020: -$118,0502020Revenue 2021: $984,188Expenses 2021: $223,369Net Income 2021: $760,8192021Revenue 2022: $241,636Expenses 2022: $253,682Net Income 2022: -$12,0462022Revenue 2023: $215,889Expenses 2023: $232,324Net Income 2023: -$16,4352023Revenue 2024: $337,998Expenses 2024: $239,064Net Income 2024: $98,9342024

Highlighted filing

2024

Revenue$337,998
Expenses$239,064
Net Income$98,934
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,828,116
Liabilities
$0
Net assets
$3,828,116
Revenue
$337,998
Expenses
$239,064
Net income
$98,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.34$0.24$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.22$0.23$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.24$0.25$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.98$0.22$0.76
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.12$0.24$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.59$0.22$0.37
2018Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.57$0.21$0.37
2017Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.31$0.16$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.68$0.14$0.54
2015Summary only. Only limited summary data is available for this year.$2.49$0.00$0.44$0.13$0.31
2014Summary only. Only limited summary data is available for this year.$2.34$0.00$0.50$0.11$0.39
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.61$0.10$0.51
2012Summary only. Only limited summary data is available for this year.$1.76$0.00$0.60$0.08$0.52
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.30$0.08$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER W GOLDBERGCo-PresidentPT$12,218-$12,218
MICHAEL S GOLDBERGCo-President-$0--
Filing and Contact Details

Filer

Filer Name
The Mhg Foundation Inc
EIN
20-1993159
Phone
2032199478
Address
11 COVE ROAD, OLD GREENWICH, CT 06870

Signing Officer

Name
Heather Goldberg
Title
Co-president
Phone
2032199478
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
1600 MARKET STREET SUITE 3300, PHILADELPHIA, PA 19103
Preparer
Christopher L Barbuto
Phone
2156653960
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt994388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1002936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1011996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10261523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1038776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10491109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10513036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10638715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10712543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10811580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1095379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1109588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11112785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11224026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11315080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11416839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11514018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1165305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1178032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1186800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11915270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMAZON COM INC (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN TOWER CORP (AMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERIPRISE FINCL INC (AMP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMPHENOL CORP NEW CL A (APH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AUTOMATIC DATA PROCESSING INC (ADP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHARLES SCHWAB NEW (SCHW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CONSTELLATION BRANDS INC CL A (STZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COSTCO WHOLESALE CORP NEW (COST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CRH PLC (CRH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EATON CORP PLC SHS (ETN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FERRARI N V (RACE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11GARTNER INC (IT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ILLUMINA INC (ILMN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13IQVIA HOLDINGS INC (IQV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JPMORGAN CHASE & CO (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MASTERCARD INC CL A (MA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MASTERCARD INC CL A (MA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MITSUI & CO LTD ADR (MITSY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20NETFLIX INC (NFLX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NEXTERA ENERGY INC (NEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NVIDIA CORPORATION (NVDA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PROGRESSIVE CORP OHIO (PGR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24TAIWAN SMCNDCTR MFG CO LTD ADR (TSM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25TENCENT HLDGS LTD UNSPON ADR (TCEHY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26THE COOPER COMPANIES INC (COO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TJX COS INC NEW (TJX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UNITED RENTALS INC (URI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29WASTE MGMT INC (DELA) (WM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ZOETIS INC CLASS-A (ZTS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CADENCE DESIGN SYSTEM (CDNS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CBRE GROUP INC - A (CBRE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ECOLAB INC (ECL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ELI LILLY & CO (LLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FAIR ISAAC & CO INC (FICO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GALLAGHER ARTHUR J & CO (AJG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ISHARES FLEXIBLE INCOME ACTI (BINC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LPL FINL HLDGS INC COM (LPLA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PIMCO DYNAMIC INCOME STRATEGY (PDX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PIMCO MORTGAGE OPP & BD A (PMZAX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ROPER TECHNOLOGIES INC (ROP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SPDR S&P 500 ETF TRUST (SPY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SUMITOMO MITSUI FINL GROUP INC (SMFG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ABERCROMBIE & FITCH CO (ANF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45AMBARELLA INC (AMBA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46APPFOLIO INC CL A (APPF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ASTERA LABS INC (ALAB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48AXALTA COATING SYSTEMS LTD. (AXTA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49AXON ENTERPRISE INC (AXON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50AZEK CO INC CL A (AZEK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51AZENTA INC (AZTA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BELLRING BRANDS INC (BRBR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53BILL HOLDINGS INC (BILL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54BLOOM ENERGY CORP COM CL A (BE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55BOOT BARN HLDGS INC COM (BOOT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56BRINKER INTL INC (EAT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CARPENTER TECHNOLOGY (CRS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CONFLUENT INC CLASS A (CFLT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59DAYFORCE INC (DAY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60DIGITALOCEAN HLDGS INC (
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61DOXIMITY INC CL A (DOCS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62DUOLINGO INC CL A (DUOL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63DUTCH BROS INC CL A (BROS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64E.L.F BEAUTY INC (ELF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ELASTIC N V (ESTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66FIVE BELOW (FIVE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67FIVE9 INC COM (FIVN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68FRESHPET INC (FRPT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69FRESHWORKS INC CLASS A (FRSH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70FTAI AVIATION LTD (FTAI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71GITLAB INC CLASS A (GTLB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72GLOBUS MEDICAL INC A (GMED)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73GRIFFON CORPORATION (GFF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74GUARDANT HEALTH INC (GH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75HALOZYME THERAPEUTICS INC (HALO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76HEALTHEQUITY INC COM (HQY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77INARI MEDICAL INC (NARI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78INGREDION INC COM (INGR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79INSPIRE MEDICAL SYSTEMS INC. (INSP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80INTAPP INC (INTA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81KIRBY CP (KEX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82KRATOS DEFENSE & SEC SOLU NEW (KTOS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83LIFE TIME GROUP HOLDINGS INC (LTH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84LIVANOVA PLC SHS (LIVN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85LUMENTUM HLDGS INC COM (LITE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MERIT MED SYST (MMSI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MODINE MFG CO (MOD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88NEXTRACKER INC CLASS A (NXT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PEGASYSTEMS INC (PEGA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90POST HOLDINGS INC (POST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91REVOLVE GROUP INC (RVLV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SEMTECH CORP (SMTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SPROUTS FARMERS MARKET INC (SFM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94STRIDE INC (LRN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95UNDER ARMOUR INC CL A (UAA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UPSTART HLDGS INC (UPST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97URBAN OUTFITTERS INC (URBN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VERTEX INC CL A (VERX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VERTIV HOLDINGS LLC CL A (VRT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VICTORIAS SECRET AND CO (VSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WAYSTAR HOLDING CORP (WAY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ALPHABET INC CL A (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103AMAZON COM INC (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104BERKSHIRE HATHAWAY CL-B NEW (BRK'B)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106CITIGROUP INC NEW (C)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107ELEVANCE HEALTH INC (ELV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108ELI LILLY & CO (LLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109EXXON MOBIL CORP (XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110JPMORGAN CHASE & CO (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111LAM RESEARCH CORPORATION NEW (LRCX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113UBER TECHNOLOGIES INC (UBER)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114INVESCO S&P 500 EQUAL WEIGHT (RSPT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115INVESCO S&P 500 EQUAL WEIGHT E (RSP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ISHARES BITCOIN TRUST ETF (IBIT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117ISHARES RUSSELL 1000 GRW ETF (IWF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118ISHARES RUSSELL 2500 ETF (SMMD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119ISHARES S&P 500 VAL ETF (IVE)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0197537
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0197536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0101475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1254006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3356150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4389960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5178911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt683106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt773632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt875344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9143991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1026296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARES DYNAMIC CREDIT ALLOC FD (ARDC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARTISAN INTL VALUE INV (ARTKX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GRAHAM ABSOLUTE RETURN LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3HP/RIEF LP - SERIES B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LORD ABBETT BOND DEB A (LBNDX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PIMCO COMM REAL RET STRAT I2 (PCRPX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PIMCO DYNAMIC INCOME FD SHS (PDI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD FTSE EMERGING MARKETS (VWO)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD FTSE EUROPE ETF (VGK)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD INTERMEDIATE TERM COR (VCIT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD INTL EQUITY INDEX FD (VEU)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0101187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1356125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2361564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3492305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4364589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5130183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt664043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt766060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt879337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9144485

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