Civic Intelligence

Outcalt Foundation

990PF • Fiscal year 2019 • EIN 20-7432649

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

Organization Profile
PO Box 1925Alamosa, CO 81101

(719) 589-0155

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

5th percentile

-86%

Higher net margin than 5% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$86,700

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

16th percentile

-3.1%

Faster asset growth than 16% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

49%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$25,346,259

Down $814,788 (-3.1%) from 2018

Net Assets

Down

$25,346,259

Down $814,788 (-3.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin5th percentile

Revenue

Up

$946,032

Up $311,341 (+49%) from 2018

Expenses

Up

$1,760,820

Up $286,216 (+19%) from 2018

Net Income

Up

-$814,788

Up $25,125 (+3.0%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$30M$20M$10M$0Assets 2011: $885,966Liabilities 2011: $02011Assets 2012: $941,497Liabilities 2012: $7,358Net Assets 2012: $934,1392012Assets 2013: $1,210,724Liabilities 2013: $0Net Assets 2013: $1,210,7242013Assets 2014: $26,310,449Liabilities 2014: $0Net Assets 2014: $26,310,4492014Assets 2015: $26,917,928Liabilities 2015: $0Net Assets 2015: $26,917,9282015Assets 2016: $27,534,065Liabilities 2016: $0Net Assets 2016: $27,534,0652016Assets 2017: $27,038,775Liabilities 2017: $0Net Assets 2017: $27,038,7752017Assets 2018: $26,161,047Liabilities 2018: $0Net Assets 2018: $26,161,0472018Assets 2019: $25,346,259Liabilities 2019: $0Net Assets 2019: $25,346,2592019Assets 2020: $23,973,087Liabilities 2020: $0Net Assets 2020: $23,973,0872020Assets 2021: $24,028,922Liabilities 2021: $0Net Assets 2021: $24,028,9222021Assets 2022: $23,188,841Liabilities 2022: $0Net Assets 2022: $23,188,8412022Assets 2023: $21,680,325Liabilities 2023: $251Net Assets 2023: $21,680,0742023Assets 2024: $21,428,371Liabilities 2024: $1,018Net Assets 2024: $21,427,3532024

Highlighted filing

2019

Assets$25,346,259
Liabilities$0
Net Assets$25,346,259
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $88,570Expenses 2011: $99,477Net Income 2011: -$10,9072011Expenses 2012: $118,5192012Revenue 2013: $329,796Expenses 2013: $53,211Net Income 2013: $276,5852013Revenue 2014: $25,154,027Expenses 2014: $54,302Net Income 2014: $25,099,7252014Revenue 2015: $1,704,090Expenses 2015: $1,096,611Net Income 2015: $607,4792015Revenue 2016: $1,733,674Expenses 2016: $1,117,537Net Income 2016: $616,1372016Revenue 2017: $1,039,279Expenses 2017: $1,534,569Net Income 2017: -$495,2902017Revenue 2018: $634,691Expenses 2018: $1,474,604Net Income 2018: -$839,9132018Revenue 2019: $946,032Expenses 2019: $1,760,820Net Income 2019: -$814,7882019Revenue 2020: $1,063,580Expenses 2020: $2,436,752Net Income 2020: -$1,373,1722020Revenue 2021: $1,594,130Expenses 2021: $1,536,695Net Income 2021: $57,4352021Revenue 2022: $962,659Expenses 2022: $1,802,740Net Income 2022: -$840,0812022Revenue 2023: $1,000,603Expenses 2023: $2,509,370Net Income 2023: -$1,508,7672023Revenue 2024: $1,682,027Expenses 2024: $1,934,748Net Income 2024: -$252,7212024

Highlighted filing

2019

Revenue$946,032
Expenses$1,760,820
Net Income-$814,788
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN M KAWANABESecretary, TrusteePT$86,700-$86,700
KARLA L SHRIVERPresident, TrusteePT$86,700-$86,700
Filing and Contact Details

Filer

Filer Name
Outcalt Foundation
EIN
20-7432649
Phone
7195890155
Address
PO BOX 1925, ALAMOSA, CO 81101

Signing Officer

Name
Karla L Shriver
Title
Trustee
Phone
7195890155
Signed
2020-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Carolyn M Kawanabe CPA
Address
PO BOX 204, ALAMOSA, CO 81101
Preparer
Carolyn M Kawanabe
Phone
7195890155
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE 355 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AT&T 17000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BLACKROCK EQUITY DIVIDEND 8674.769 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BOEING CO 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BP SP ADR 7500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BRIDGE BUILDER INT BBIEX 22526.392 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BRIDGE BUILDER LARGE CAP GR 22769.222SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BRIDGE BUILDER LARGE CAP VALUE 46103.383 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BRIDGE BUILDER SMALL/MD CA BBVSX 17415.217SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BRIDGE BUILDER SMALLMID CA GROWTH 11256.948 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CATERPILLAR INC 3250 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHEVRON CORP 9000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHIMERA INVESTMENT CORP 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CIMAREX ENERGY CO 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CISCO SYSTEMS INC 4000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CITIGROUP INC 1300 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CLOROX CO 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COCA COLA CO 60000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21COLGATE PALMOLIVE CO 400 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CONOCOPHILLIPS 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DAIMLER AG 1247 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DFA INTERNATIONAL SMALL COM 8715.504SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DISCOVER FINANCIAL SERVICES 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DODGE & COX INTL STOCK FD 8313.974 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DODGE & COX STK FD 439.923 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DOLLAR GENERAL 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DOMINION ENERGY INC 600 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DUKE ENERGY CORP 5000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ENBRIDGE INC ENB 492 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EQUINOR ASA 200 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FORD MOTOR CO 5000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GARMIN LTD 500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GENERAL DYNAMICS CORP 170 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GENERAL MILLS INC 4000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HALLIBURTON CO 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HOME DEPOT 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39IBM 2400 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTEL CORP 5000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JOHN HANCOCK DISCIPLINED VALUE MID CAP 3162.404 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JP MORGAN CHASE & CO 3500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JPMORGAN INCOME BUILDER FD 33016.906 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JPMORGAN US GOVT MM 91610 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45KINDER MORGAN INC 4100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46KROGER CO 4000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LOCKHEED MARTIN 120 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LOWES COS INC 1010 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MCDONALDS CORP 1500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MEDTRONIC PLC (MDT) 620 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MERCK & CO INC 4010SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MFS INTERNATIONAL VALUE FD 1029.411 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MICROSOFT 4500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MONDELEZ INT 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MORGAN STANLEY 12000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MOTOROLA SOLUTIONS INC 499 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NEUBERGER BERMAN GENESIS 1544.596 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NEWMONT MINING CORP 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NORFOLK SOUTHERN CORP 5000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NOVARTIS AG SPONS ADR 2500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61OWENS ILL INC 2827 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PFIZER INC 28505 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PHILIP MORRIS INT 1400 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PIMCO HIGH INCOME FD 5000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PNM RESOURCES 10000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ROYAL DUTCH SHELL PLC ADR A 1100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ROYCE PREMIER FD INT CL (RPFIX) 1890.271 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68THE KRAFT HEINZ CO 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TIAA CREF MID CAP FD 5086.924 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TROWE PRICE EQUITY INCOME (REIPX) 4243.969 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TROWE PRICE INTL DISCOVERY (PRIDX) 311.474SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72UNION PAC CORP 4000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73US STEEL CORP 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VANGUARD GROWTH & INCOME FD 321.199 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VANGUARD GROWTH INDEX FD 191.715SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VANGUARD HEALTH CARE FD 1620.287 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VANGUARD HIGH DIVD YD 435.76 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VANGUARD LIFESTRATEGY MODERN 405.515 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VERIZON COMM 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VF CORP (VFC) 1400 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VICTORY SYCAMORE SMALL COMP (VSOIX) 524.876 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WALMART STORES INC 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WALT DISNEY CO 280 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WELLS FARGO & CO 12000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85WENDY'S COMPANY 2000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WPX ENERGY INC 667 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87XCEL ENERGY INC 20140 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ZIONS BANCORP 25000 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89BLACKROCK FD V HIGH YD 17253.596 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90DODGE & COX INCOME FD (DODIX) 2393.849 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91KONTOOR BRANDS 200 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92LTC PROPERTIES INC 800 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VANGUARD S&P ETF 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VANGUARD TOTAL STOCK MKT 100 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt186666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt274648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VACANT LAND-TRACT 4 STOCKTON ALAMOSA CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VACANT LOT #11 CARROLL ADDN ALAMOSA CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VACANT LOT #12 CARROLL ADDN ALAMOSA CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt047500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt167500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt260000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0872281
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-240023
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09826
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0102495
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0744579
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0744579
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0173400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01504135
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01504135
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0201453
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0872281
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0872281
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-814788
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01881656
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09826
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09826
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-240023
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0932713
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0102495
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0102495
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt044998
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt048748
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06891
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017045
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01504135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt051889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01760820
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0984602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0946032
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt051889
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0256685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02121679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-334804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt194781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-334804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt194781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01786875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt194781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-240023
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-814788
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00

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Filings

Displayed year

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

Open filing
Assets
$25,346,259
Liabilities
$0
Net assets
$25,346,259
Revenue
$946,032
Expenses
$1,760,820
Net income
-$814,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.68$1.93$0.25
2023Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$1.00$2.51$1.51
2022Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$0.96$1.80$0.84
2021Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.59$1.54$0.06
2020Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.06$2.44$1.37
2019Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$0.95$1.76$0.81
2018Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$0.63$1.47$0.84
2017Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$1.04$1.53$0.50
2016Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$1.73$1.12$0.62
2015Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$1.70$1.10$0.61
2014Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$25.2$0.05$25.1
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.33$0.05$0.28
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$0.12
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.09$0.10$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $25M-$50M nonprofits