Civic Intelligence

The William G Pomeroy Foundation

990PF • Fiscal year 2020 • EIN 20-6572301

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 02, 2021

Organization Profile
492 E Brighton AveSyracuse, NY 13210

(315) 913-4060

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.00x

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

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Net Margin

24th percentile

-45%

Higher net margin than 24% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$102,539

Higher top officer pay than 62% of similar nonprofits.

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

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-22%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$88,641,771

Up $14,523,728 (+20%) from 2019

Net Assets

Up

$88,641,771

Up $14,523,728 (+20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin24th percentile

Revenue

Down

$2,368,280

Down $679,833 (-22%) from 2019

Expenses

Up

$3,435,348

Up $104,497 (+3.1%) from 2019

Net Income

Down

-$1,067,068

Down $784,330 (-277%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$150M$100M$50M$0Assets 2010: $14,752,326Liabilities 2010: $0Net Assets 2010: $14,752,3262010Assets 2011: $17,056,828Liabilities 2011: $0Net Assets 2011: $17,056,8282011Assets 2012: $20,637,925Liabilities 2012: $0Net Assets 2012: $20,637,9252012Assets 2013: $26,122,222Liabilities 2013: $0Net Assets 2013: $26,122,2222013Assets 2014: $30,840,168Liabilities 2014: $0Net Assets 2014: $30,840,1682014Assets 2015: $34,325,821Liabilities 2015: $0Net Assets 2015: $34,325,8212015Assets 2016: $56,406,683Liabilities 2016: $0Net Assets 2016: $56,406,6832016Assets 2017: $65,074,136Liabilities 2017: $0Net Assets 2017: $65,074,1362017Assets 2018: $62,263,167Liabilities 2018: $0Net Assets 2018: $62,263,1672018Assets 2019: $74,118,043Liabilities 2019: $0Net Assets 2019: $74,118,0432019Assets 2020: $88,641,771Liabilities 2020: $0Net Assets 2020: $88,641,7712020Assets 2021: $102,359,072Liabilities 2021: $0Net Assets 2021: $102,359,0722021Assets 2022: $78,174,865Liabilities 2022: $0Net Assets 2022: $78,174,8652022Assets 2023: $96,709,252Liabilities 2023: $0Net Assets 2023: $96,709,2522023Assets 2024: $114,901,391Liabilities 2024: $0Net Assets 2024: $114,901,3912024

Highlighted filing

2020

Assets$88,641,771
Liabilities$0
Net Assets$88,641,771
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $468,8552010Expenses 2011: $615,0152011Expenses 2012: $747,6332012Revenue 2013: $4,504,971Expenses 2013: $885,626Net Income 2013: $3,619,3452013Revenue 2014: $5,052,819Expenses 2014: $1,108,576Net Income 2014: $3,944,2432014Revenue 2015: $4,683,766Expenses 2015: $1,304,682Net Income 2015: $3,379,0842015Revenue 2016: $21,689,409Expenses 2016: $1,529,244Net Income 2016: $20,160,1652016Revenue 2017: $2,899,133Expenses 2017: $1,789,118Net Income 2017: $1,110,0152017Revenue 2018: $3,250,940Expenses 2018: $3,031,173Net Income 2018: $219,7672018Revenue 2019: $3,048,113Expenses 2019: $3,330,851Net Income 2019: -$282,7382019Revenue 2020: $2,368,280Expenses 2020: $3,435,348Net Income 2020: -$1,067,0682020Revenue 2021: $3,654,074Expenses 2021: $3,862,351Net Income 2021: -$208,2772021Revenue 2022: $4,913,180Expenses 2022: $4,738,262Net Income 2022: $174,9182022Revenue 2023: $2,187,293Expenses 2023: $4,343,015Net Income 2023: -$2,155,7222023Revenue 2024: $5,609,369Expenses 2024: $4,842,098Net Income 2024: $767,2712024

Highlighted filing

2020

Revenue$2,368,280
Expenses$3,435,348
Net Income-$1,067,068
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA MILLERExecutive DirectorFT$87,941$14,598$102,539
DERYN POMEROYDirector Of Strategic InitFT$66,644$6,259$72,903
WILLIAM G POMEROYTrusteePT$0--
SANDRA POMEROYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The William G Pomeroy Foundation
EIN
20-6572301
Phone
3159134060
Address
492 E BRIGHTON AVE, SYRACUSE, NY 13210

Signing Officer

Name
William G Pomeroy
Title
President
Phone
3159134060
Signed
2021-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Dannible & Mckee Llp
Address
221 SOUTH WARREN ST, SYRACUSE, NY 13202
Preparer
Michael J Reilly CPA
Phone
3154729127
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EBAY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ENERGY TRANSFER LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ENTERPRISE GP HOLDINGS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EXXON MOBIL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FIDELITY BLUE CHIP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FIDELITY CONSERVATIVE INCOME BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FIDELITY EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FIDELITY EXPORT & MULTINATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FIDELITY GROWTH COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FIDELITY GROWTH STRATEGIES FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FIDELITY HIGH INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FIDELITY INT'L DISCOVERY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FIDELITY LATIN AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FIDELITY PURITAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FIDELITY SELECT HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40FIDELITY SELECT MEDICAL EQUIP& SYSTEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FIDELITY SELECT SOFTWARE & COMPUTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FIDELITY SELECT TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FIDELITY SELECT TELECOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FIDELITY SMALL CAP STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FIDELITY SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FIDELITY STOCK SELECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FIDELITY STRATEGIC REAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FIDELITY VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FORD MTR CO DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50GARMIN LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTL BUSINESS MACH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES CORE S&P SMALLCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ISHARES TR GLB INFRASTR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ISHARES TRANSPORTATION AVERAGE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JETBLUE AWYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JUNIPER NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LOEWS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MCDONALDS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64METLIFE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NBT BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NETAPP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NORTHERN TR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PAYPAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PC CONNECTION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71POWERSHARES QQQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73QUANTA SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74RESMED INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75RINGCENTRAL INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76RITCHIE BROS AUCTIONEERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77ROYAL CARIBBEAN CRUISES COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SABRA HEALTH CARE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SCHUMBERGER LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SECTOR SPDR TR SHS BEN INT ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SECTOR SPDR TR SHS BEN INT FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SECTOR SPDR TR SHS BEN INT TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SELECT SECTOR SPDR TR RL EST SEL SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SELECT SECTOR SPDR TR SHS BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SPDR S&P 500 ETF TRUST UNIT SER 1 S&P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88STURM RUGER & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TOYOTA MOTOR CORP ADR-EACH REP 2 ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNITED STATES NATURAL GAS FUND LP UNIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WALMART STORES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01657256
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01657256
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01009001
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01123483
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd019
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt032120
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ENTERPRISE PRODUCTS PARTNERS L.P.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ENERGY TRANSFER LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2UNITED STATES NATURAL GAS FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-15856
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-2692
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-2776
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02143280
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02143280
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt021727
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06682
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt028409
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01123483
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0154585
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0154585
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02895774
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02895774
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0225000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0761
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01009001
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01009001
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1067068
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01149131
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt032120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt032120
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01123483
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02131982
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01451
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01451
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0174764
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0174764
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt099875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt099983
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-21324
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-21324
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05749
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05749
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt037888
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt037888
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt030598
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04508
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt035106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03423289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03435348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02143280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02368280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0527515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011298
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0539574
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0878
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt090920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21033131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt090920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21033131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0116000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11033131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NATIONAL FINANCIAL SERVICES LLC - 2784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ENTERPRISE PRODUCTS PARTNERS LP

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Filings

Displayed year

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

Open filing
Assets
$88,641,771
Liabilities
$0
Net assets
$88,641,771
Revenue
$2,368,280
Expenses
$3,435,348
Net income
-$1,067,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$115$0.00$115$5.61$4.84$0.77
2023Detailed filing. Detailed filing data is available for this year.$96.7$0.00$96.7$2.19$4.34$2.16
2022Detailed filing. Detailed filing data is available for this year.$78.2$0.00$78.2$4.91$4.74$0.17
2021Detailed filing. Detailed filing data is available for this year.$102$0.00$102$3.65$3.86$0.21
2020Detailed filing. Detailed filing data is available for this year.$88.6$0.00$88.6$2.37$3.44$1.07
2019Detailed filing. Detailed filing data is available for this year.$74.1$0.00$74.1$3.05$3.33$0.28
2018Detailed filing. Detailed filing data is available for this year.$62.3$0.00$62.3$3.25$3.03$0.22
2017Detailed filing. Detailed filing data is available for this year.$65.1$0.00$65.1$2.90$1.79$1.11
2016Detailed filing. Detailed filing data is available for this year.$56.4$0.00$56.4$21.7$1.53$20.2
2015Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$4.68$1.30$3.38
2014Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$5.05$1.11$3.94
2013Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$4.50$0.89$3.62
2012Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$0.75
2011Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.62
2010Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.47