Civic Intelligence

Mildred Luck Lewis Foundation

990PF • Fiscal year 2014 • EIN 20-8655653

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization Profile
3247 West March LaneStockton, CA 95219

(209) 473-8787

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

74th percentile

10.0%

Faster asset growth than 74% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,296,810

Up $117,358 (+10.0%) from 2013

Net Assets

Up

$1,296,810

Up $117,358 (+10.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin84th percentile

Revenue

Up

$307,760

Up $65,407 (+27%) from 2013

Expenses

Down

$190,402

Down $27,995 (-13%) from 2013

Net Income

Up

$117,358

Up $93,402 (+390%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $997,064Liabilities 2011: $0Net Assets 2011: $997,0642011Assets 2012: $1,155,496Liabilities 2012: $0Net Assets 2012: $1,155,4962012Assets 2013: $1,179,452Liabilities 2013: $0Net Assets 2013: $1,179,4522013Assets 2014: $1,296,810Liabilities 2014: $0Net Assets 2014: $1,296,8102014Assets 2015: $1,436,472Liabilities 2015: $0Net Assets 2015: $1,436,4722015Assets 2016: $1,254,089Liabilities 2016: $0Net Assets 2016: $1,254,0892016Assets 2017: $5,180,282Liabilities 2017: $0Net Assets 2017: $5,180,2822017Assets 2018: $4,912,420Liabilities 2018: $0Net Assets 2018: $4,912,4202018Assets 2019: $4,721,339Liabilities 2019: $0Net Assets 2019: $4,721,3392019Assets 2020: $4,238,817Liabilities 2020: $0Net Assets 2020: $4,238,8172020Assets 2021: $4,288,538Liabilities 2021: $0Net Assets 2021: $4,288,5382021Assets 2022: $3,939,060Liabilities 2022: $0Net Assets 2022: $3,939,0602022Assets 2023: $4,148,538Liabilities 2023: $0Net Assets 2023: $4,148,5382023Assets 2024: $3,829,489Liabilities 2024: $0Net Assets 2024: $3,829,4892024

Highlighted filing

2014

Assets$1,296,810
Liabilities$0
Net Assets$1,296,810
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $213,7662011Expenses 2012: $214,8112012Revenue 2013: $242,353Expenses 2013: $218,397Net Income 2013: $23,9562013Revenue 2014: $307,760Expenses 2014: $190,402Net Income 2014: $117,3582014Revenue 2015: $281,460Expenses 2015: $141,798Net Income 2015: $139,6622015Revenue 2016: $3,662Expenses 2016: $186,045Net Income 2016: -$182,3832016Revenue 2017: $4,250,173Expenses 2017: $323,980Net Income 2017: $3,926,1932017Revenue 2018: -$5,272Expenses 2018: $372,491Net Income 2018: -$377,7632018Revenue 2019: $159,691Expenses 2019: $349,962Net Income 2019: -$190,2712019Revenue 2020: $179,420Expenses 2020: $659,865Net Income 2020: -$480,4452020Revenue 2021: $429,898Expenses 2021: $378,026Net Income 2021: $51,8722021Revenue 2022: $78,188Expenses 2022: $418,569Net Income 2022: -$340,3812022Revenue 2023: $646,031Expenses 2023: $436,553Net Income 2023: $209,4782023Revenue 2024: $202,942Expenses 2024: $521,991Net Income 2024: -$319,0492024

Highlighted filing

2014

Revenue$307,760
Expenses$190,402
Net Income$117,358
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILDRED LUCK LEWISChairman-$0--
BARBARA GREENEPresident-$0--
KARREN PETERSONSecretary-$0--
LYNETTE CLELANDVice President-$0--
LOUISE BARBAGELATATreasurer-$0--
LAURA IACOPIAsst. Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Mildred Luck Lewis Foundation
EIN
20-8655653
Phone
2094738787
Address
3247 WEST MARCH LANE, STOCKTON, CA 95219

Signing Officer

Name
Louise Barbagelata
Title
Treasurer
Signed
2015-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Heather Sanguinetti Caminata & Sakai Inc CPAs
Address
6731 Herndon Place, Stockton, CA 95219-3514
Preparer
Daniel J Caminata
Phone
2099519900
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt264120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt338189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt438448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt590419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt643520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt719932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt814684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt107447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1443387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt153624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1638384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1738140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1838375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1918530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2019110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt217054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt227104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt029420
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt028340
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt057760
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt057760
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02910
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02910
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028340
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0175000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0175000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0250000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt029420
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029420
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0117358
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0535894
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt028340
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042358
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012254
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0175000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0190402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt057760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0307760
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015402
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272012-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302012-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342013-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372013-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412013-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452012-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502014-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562013-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602009-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612013-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632014-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642014-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712014-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752013-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762014-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772013-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782013-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792013-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812013-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822013-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832013-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842013-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852013-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862013-12-24

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,296,810
Liabilities
$0
Net assets
$1,296,810
Revenue
$307,760
Expenses
$190,402
Net income
$117,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.20$0.52$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.65$0.44$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.08$0.42$0.34
2021Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.43$0.38$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.18$0.66$0.48
2019Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.16$0.35$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.01$0.37$0.38
2017Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$4.25$0.32$3.93
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.00$0.19$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.28$0.14$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.31$0.19$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.24$0.22$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.21
2011Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits