Civic Intelligence

Witz-Mallinger Charitable Foundation 0400191300

990PF • Fiscal year 2020 • EIN 20-6412740

Sep 01, 2019 to Aug 31, 2020 • Filed on Dec 08, 2020

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

24th percentile

-15%

Higher net margin than 24% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$72,188

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.4%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

6.5%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,597,635

Down $63,070 (-1.4%) from 2019

Net Assets

Down

$4,597,635

Down $63,070 (-1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin24th percentile

Revenue

Up

$424,836

Up $25,926 (+6.5%) from 2019

Expenses

Up

$488,155

Up $71,446 (+17%) from 2019

Net Income

Down

-$63,319

Down $45,520 (-256%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,685,850Liabilities 2011: $0Net Assets 2011: $4,685,8502011Assets 2012: $4,569,442Liabilities 2012: $0Net Assets 2012: $4,569,4422012Assets 2013: $4,458,449Liabilities 2013: $02013Assets 2014: $4,751,683Liabilities 2014: $02014Assets 2015: $4,776,667Liabilities 2015: $02015Assets 2019: $4,660,705Liabilities 2019: $0Net Assets 2019: $4,660,7052019Assets 2020: $4,597,635Liabilities 2020: $0Net Assets 2020: $4,597,6352020Assets 2021: $4,845,985Liabilities 2021: $0Net Assets 2021: $4,845,9852021Assets 2022: $4,864,668Liabilities 2022: $0Net Assets 2022: $4,864,6682022Assets 2023: $5,059,595Liabilities 2023: $0Net Assets 2023: $5,059,5952023Assets 2024: $5,173,796Liabilities 2024: $0Net Assets 2024: $5,173,7962024Assets 2025: $5,520,673Liabilities 2025: $0Net Assets 2025: $5,520,6732025

Highlighted filing

2020

Assets$4,597,635
Liabilities$0
Net Assets$4,597,635
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $352,7822011Expenses 2012: $265,6992012Revenue 2013: $236,477Expenses 2013: $347,457Net Income 2013: -$110,9802013Revenue 2014: $458,430Expenses 2014: $162,809Net Income 2014: $295,6212014Revenue 2015: $257,413Expenses 2015: $248,241Net Income 2015: $9,1722015Revenue 2019: $398,910Expenses 2019: $416,709Net Income 2019: -$17,7992019Revenue 2020: $424,836Expenses 2020: $488,155Net Income 2020: -$63,3192020Revenue 2021: $747,935Expenses 2021: $499,578Net Income 2021: $248,3572021Revenue 2022: $379,489Expenses 2022: $370,816Net Income 2022: $8,6732022Revenue 2023: $545,077Expenses 2023: $355,163Net Income 2023: $189,9142023Revenue 2024: $217,197Expenses 2024: $100,579Net Income 2024: $116,6182024Revenue 2025: $553,090Expenses 2025: $206,202Net Income 2025: $346,8882025

Highlighted filing

2020

Revenue$424,836
Expenses$488,155
Net Income-$63,319
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Dec 8, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$72,188-$72,188
Filing and Contact Details

Filer

Filer Name
Witz-mallinger Charitable Foundation
EIN
20-6412740
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2020-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jacob Zehnder
Phone
3128792000
Raw XML AppendixShowing 400 of 2,257 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm092203J308 VANGUARD TTL INTL BN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1921937827 VANGUARD SHORT-TERM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm294987W794 WELLS FARGO CORE BON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3464287440 ISHARES BARCLAYS 7-1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4464288588 ISHARES BARCLAYS MBS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5921937603 VANGUARD TOT BD MKT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm654401E143 LORD ABBETT SHRT DUR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm783002G108 SIX CIRCLES ULTR SHR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8464287432 ISHARES 20+ YEAR TRE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm954401E218 LORD ABBETT HIGH YIE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1074440Y884 PGIM HIGH YIELD-Q
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1183002G702 SIX CIRCLES GLOBAL B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0354929
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1173643
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2112668
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt356874
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt458722
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5163935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6145401
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7184420
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0366910
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1191052
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2113483
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt357101
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt466336
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5182547
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6167602
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7183697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt030001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt328523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt418271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt520132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt626088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt713902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt98481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1022407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1123063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1216831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1411972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1535161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1612171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1723605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1827118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1915106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt207953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2113572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22487422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt238387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2427608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2513337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2618946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2726896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2838047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2921010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3021425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31124753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3211917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3325419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3418968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3517961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt367094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt378894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt387019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3911625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40125436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4218446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43173529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4490221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4521887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4634981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4732094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4828336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt499389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5034788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5113273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5223030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5314747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5417269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55405446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56214080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5735925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5819677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5929119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6040017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6122211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6219121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6321947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6417989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt659690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6618820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67116648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6830219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6915885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt080075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt352942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt420568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt650724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt727153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt956594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1027457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1136292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1224678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1418875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1543788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1623545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1725937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1824538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1927749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2039050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2137249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22514057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2335738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24162382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2522433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2634074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2737405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2844539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2929693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3018707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31213778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3220324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3344493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3432522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3561885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3616189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3724591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3813804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3917728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40126423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4139575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4220208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43180150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4492036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4549218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4672061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4760528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4834938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4915342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5038338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5114092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5228773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5316390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5424889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55502356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56205751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5751696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5823643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5935626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60162195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6119810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62158461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6320724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6423681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6511463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6623141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67122602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6837750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6920206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm000724F101 ADOBE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102079K107 ALPHABET INC-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202079K305 ALPHABET INC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm309062X103 BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm416119P108 CHARTER COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm520030N101 COMCAST CORP-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm625278X109 DIAMONDBACK ENERGY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm726875P101 EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm830303M102 FACEBOOK INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm931620M106 FIDELITY NATIONAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1045866F104 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1157636Q104 MASTERCARD INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1258933Y105 MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1365339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1465473P105 NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1567103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16G0176J109 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1915351109 ALEXION PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2137833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2204314H857 ARTISAN INTL VAL-INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2360505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2484670702 BERKSHIRE HATHAWAY IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26110122108 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27151020104 CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29256206103 DODGE & COX INTL STO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31369550108 GENERAL DYNAMICS COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35493267108 KEYCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36548661107 LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45723787107 PIONEER NATURAL RESO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4678462F103 SPDR S&P 500 ETF TRU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47854502101 STANLEY BLACK & DECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5091324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5192532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5292826C839 VISA INC-CLASS A SHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53254687106 WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5494106B101 WASTE CONNECTIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5696208T104 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5746432F842 ISHARES CORE MSCI EA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58552746349 MFS INTL INTRINSIC V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5925816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6011135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62315911750 FIDELITY 500 INDEX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6346641Q696 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6446641Q712 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6548129C207 JPM GL RES ENH IDX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6656585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6767066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6870450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6979466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70913017109 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7198956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7253015103 AUTOMATIC DATA PROCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76742718109 PROCTER & GAMBLE CO/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79988498101 YUM] BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8022052L104 CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8126614N102 DUPONT DE NEMOURS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8264110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8383002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8483002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8700287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9309857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9546641Q720 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97N07059210 ASML HOLDING NV-NY R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt056186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1110067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt261372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt360592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt012628J881 CRM LONG/SHORT OPPOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129446A710 EQUINOX FDS TR IPM S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt272201U638 PIMCO MRTG OPP & BND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt309257V508 BLACKSTONE ALT MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt409250J734 BLACKROCK EVNT DRVN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt564128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt057554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1102526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt260208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt365867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0129161
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0295675
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0424836
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0424836
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0295675
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt031344
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040844
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt072188
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0410000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0410000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0129161
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0129161
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-63319
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02224985
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0295675
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0381784
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02208
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05967
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0441344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0488155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0424836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0424836
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031344
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043052
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt078155
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502016-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512016-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522016-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532016-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542016-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552019-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562012-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582012-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592013-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602015-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622008-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642013-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652017-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662016-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672019-11-20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,597,635
Liabilities
$0
Net assets
$4,597,635
Revenue
$424,836
Expenses
$488,155
Net income
-$63,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.55$0.21$0.35
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$0.22$0.10$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$0.55$0.36$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.00$4.86$0.38$0.37$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.75$0.50$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.42$0.49$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.40$0.42$0.02
2015Summary only. Only limited summary data is available for this year.$4.78$0.00$0.26$0.25$0.01
2014Summary only. Only limited summary data is available for this year.$4.75$0.00$0.46$0.16$0.30
2013Summary only. Only limited summary data is available for this year.$4.46$0.00$0.24$0.35$0.11
2012Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits