Civic Intelligence

The Krantz 501 (C)(3) Trust C/O Christopher Krantz

990PF • Fiscal year 2013 • EIN 22-2788865

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

282 Noroton Avenue06820

(212) 237-1000

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

31st percentile

-2.4%

Faster asset growth than 31% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

72nd percentile

23%

Faster revenue growth than 72% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Down

$556,147

Down $13,865 (-2.4%) from 2012

Net Assets

$556,147

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$32,260

Up $6,046 (+23%) from 2012

Expenses

Up

$46,125

Up $20,618 (+81%) from 2012

Net Income

Down

-$13,865

Down $14,572 (-2061%) from 2012

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $569,305Liabilities 2011: $02011Assets 2012: $570,012Liabilities 2012: $02012Assets 2013: $556,147Liabilities 2013: $0Net Assets 2013: $556,1472013Assets 2014: $511,386Liabilities 2014: $0Net Assets 2014: $511,3862014Assets 2015: $453,111Liabilities 2015: $0Net Assets 2015: $453,1112015Assets 2017: $383,566Liabilities 2017: $0Net Assets 2017: $383,5662017Assets 2018: $383,781Liabilities 2018: $02018Assets 2019: $394,711Liabilities 2019: $02019Assets 2020: $788,245Liabilities 2020: $0Net Assets 2020: $788,2452020Assets 2021: $760,278Liabilities 2021: $0Net Assets 2021: $760,2782021Assets 2022: $719,057Liabilities 2022: $0Net Assets 2022: $719,0572022Assets 2023: $684,108Liabilities 2023: $0Net Assets 2023: $684,1082023Assets 2024: $652,865Liabilities 2024: $0Net Assets 2024: $652,8652024

Highlighted filing

2013

Assets$556,147
Liabilities$0
Net Assets$556,147

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $4,539Expenses 2011: $35,766Net Income 2011: -$31,2272011Revenue 2012: $26,214Expenses 2012: $25,507Net Income 2012: $7072012Revenue 2013: $32,260Expenses 2013: $46,125Net Income 2013: -$13,8652013Revenue 2014: $12,346Expenses 2014: $57,107Net Income 2014: -$44,7612014Revenue 2015: -$4,069Expenses 2015: $54,206Net Income 2015: -$58,2752015Revenue 2017: $18,536Expenses 2017: $37,294Net Income 2017: -$18,7582017Revenue 2018: $47,340Expenses 2018: $47,125Net Income 2018: $2152018Revenue 2019: $66,281Expenses 2019: $55,351Net Income 2019: $10,9302019Revenue 2020: $433,614Expenses 2020: $40,080Net Income 2020: $393,5342020Revenue 2021: $392Expenses 2021: $28,359Net Income 2021: -$27,9672021Revenue 2022: $989Expenses 2022: $42,210Net Income 2022: -$41,2212022Revenue 2023: $1,057Expenses 2023: $36,006Net Income 2023: -$34,9492023Revenue 2024: $345Expenses 2024: $31,588Net Income 2024: -$31,2432024

Highlighted filing

2013

Revenue$32,260
Expenses$46,125
Net Income-$13,865
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann-Charlotte KrantzTrusteePT$0--
Christopher KrantzTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAutism SpeaksTo enhance charitable foundationPublic CharityNew York, NY, US$6,000
Paid GrantDarien LibraryTo enhance charitable foundationPublic CharityDarien, CT, US$2,925
Paid GrantGlasswing InternationalTo enhance charitable foundationPublic CharityNew York, NY, US$2,800
Paid GrantDarien YMCATo enhance charitable foundationPublic CharityDarien, CT, US$2,202
Paid GrantSt Lukes ParishTo enhance charitable foundationPublic CharityLong Valley, NJ, US$2,155
Paid GrantOne W 54th Street FoundationTo enhance charitable foundationPublic CharityNew York, NY, US$2,000
Paid GrantStamford HospitalTo enhance charitable foundationPublic CharityStamford, CT, US$1,775
Paid GrantUS SquashTo enhance charitable foundationPublic CharityNew York, NY, US$1,500
Paid GrantNoroton Heights Fire DepartmentTo enhance charitable foundationPublic CharityDarien, CT, US$1,272
Paid GrantSconset ChapelTo enhance charitable foundationPublic CharitySconset, MA, US$1,175
Paid GrantThe Urban Land InstituteTo enhance charitable foundationPublic CharityWashington, DC, US$1,100
Paid GrantCommunity Congregational ChurchTo enhance charitable foundationPublic CharityShort Hills, NJ, US$1,000
Paid GrantCommunity Fund for DarienTo enhance charitable foundationPublic CharityDarien, CT, US$1,000
Paid GrantHistoric Hudson ValleyTo enhance charitable foundationPublic CharityPocantico Hills, NY, US$1,000
Paid GrantNaples Botanical GardensTo enhance charitable foundationPublic CharityNaples, FL, US$1,000
Paid GrantNaples Museum of ArtTo enhance charitable foundationPublic CharityNaples, FL, US$1,000
Paid GrantNaples Philharmonic Center for the ArtsTo enhance charitable foundationPublic CharityNaples, FL, US$1,000
Paid GrantStone Barns Center for Food & AgricultureTo enhance charitable foundationPublic CharityPocantico Hills, FL, US$1,000
Paid GrantRoyal PTOTo enhance charitable foundationPublic CharityDarien, CT, US$795
Paid GrantJ Wood Platt Scholarship TrustTo enhance charitable foundationPublic CharitySoutheastern, PA, US$750
Paid GrantMillbrun First Aid SquadTo enhance charitable foundationPublic CharityMillburn, NJ, US$500
Paid GrantShort Hills Garden ClubTo enhance charitable foundationPublic CharityShort Hills, NJ, US$500
Paid GrantAmerican Heart AssociationTo enhance charitable foundationPublic CharityWallingford, CT, US$450
Paid GrantOpus Person to PersonTo enhance charitable foundationPublic CharityDarien, CT, US$430
Paid GrantCora Hartshorn ArboretumTo enhance charitable foundationPublic CharityShort Hills, NJ, US$250
Paid GrantNJTVTo enhance charitable foundationPublic CharityNew York, NY, US$250
Paid GrantWNETTo enhance charitable foundationPublic CharityNew York, NY, US$250
Paid GrantDarien Nature CenterTo enhance charitable foundationPublic CharityDarien, CT, US$215
Paid GrantUnited States Golf AssociationTo enhance charitable foundationPublic CharityFar Hills, NJ, US$65
Filing and Contact Details

Filer

EIN
22-2788865
Phone
2122371000

Signing Officer

Name
Christopher R Krantz
Title
Trustee
Phone
2122371000
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
Deborah L Harvey CPA
Phone
2395661600
Raw XML AppendixShowing 400 of 800 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt70
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt87562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt910874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1314722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt148354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1512823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1613987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt174393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt186661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt197064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2010139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2210633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt238362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt258730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2611749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt278941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt284441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt298296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt305353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt317012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3210414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3311536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt346329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt357022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt368277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt377698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3810824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt396181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt408204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4114077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4217528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt436003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4412606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4510222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4613865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt475890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt485925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt495816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt504642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt517866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt525640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt70
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt88469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt910742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt107663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1319940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1410195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1514180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1617953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt174696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt187574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt199124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt209741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt219997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2212687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt239224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt245179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt258788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2616318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2711207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt284974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt298728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt306411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt317874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3211599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3315873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt347035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt358200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt367493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt378063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3815463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt397499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4011360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4116158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4222086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt437202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4412713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4510276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4615521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt475925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4811152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt497144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt505726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt517600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt528157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01600 SHS Cisco Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13M Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Charles Schwab
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Express Scripts Holding Co Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Gabriel Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Lucent Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Pfizer Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Walmart Stores
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Accenture PLC Ireland Class Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Perrigo Co PLC Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Agilent Technologies Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Airgas Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Alliance Data Sys Corp com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Amazon Com Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Amerisource Bergen Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Amphenol Corp New Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Apple Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Borgwarner Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CBRE Group Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Celgene Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Citrix Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Cognizant Technology Solutions Corp Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Cummins Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Deere & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24F5 Networks Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Fleetcor Technologies Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Flowserve Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Google Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Halliburton Co Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Home Depot Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Intuit Incorporated Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Jacobs Engr Group Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Estee Lauder Companies Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Mastercard Inc Cl A Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Mettler-Toldeo Intl Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Monster Beverage Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NCR Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Netapp Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Netflix Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Oracle Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Polaris Industries Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Precision Castparts Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Priceline Com Inc Com New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Qualcomm Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Ralph Lauren Corp Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Sherwin Williams Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Starbucks Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Stericycle Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm483D Sys Corp Del Com New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Tiffany & Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Trimble Nav Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Waters Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Wynn Resorts Ltd Com
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01692
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt030565
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt032260
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt032260
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt030565
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt036359
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036359
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01692
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01692
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-13865
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0303540
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt030565
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt029378
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02882
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02882
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03184
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036359
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02882
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt046125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt032260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02882
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01999-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21999-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31997-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41998-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51999-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61999-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71999-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt101999-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121999-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131999-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt056760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt187200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt313325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt456368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt68873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt77497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt84982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt128910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-56584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-54158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt230686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-13325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-16337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt583099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt631098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt726204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-1051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-56584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-54158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt230686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-13325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-16337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt583099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt631098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt726204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-1051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt340031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt489752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt539971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt633701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Alcatel Lucent Spon Adr
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Cisco Systems Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Express Scripts Hldg Co Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Gabriel Technologies
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Pfizer Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Schwab Charles Corp New Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63M Co Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Wal Mart Stores Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Bed Bath & Beyond Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Express Scripts Hldg Co Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10FMC Technologies Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Joy Global Inc Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Perrigo Co C/A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Teradata Corp Del Com
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt030565
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13865
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0556147
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0570012
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0556147
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029243
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029243
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029243
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029831
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0588
IRS990PF/DistributableAmountGrp/TotalTaxAmt0588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0628797
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0718659
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0718659
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt019703
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-3537
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-3537
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0237853
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0387022
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0459672
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-148647
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-162512
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0312456
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0172662
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0172662
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0570012
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0556147
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0628797
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0570012
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0556147
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0570012
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0556147
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0605704
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08083
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0597621
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09086
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029831
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0596618
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0605704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ann-Charlotte Krantz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Christopher Krantz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine103245 Montara Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11282 Noroton Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Bonita Springs

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.53$0.00$6.53$0.00$0.32$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$0.01$0.36$0.35
2022Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.01$0.42$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.60$0.00$7.60$0.00$0.28$0.28
2020Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$4.34$0.40$3.94
2019Summary only. Only limited summary data is available for this year.$3.95$0.00$0.66$0.55$0.11
2018Summary only. Only limited summary data is available for this year.$3.84$0.00$0.47$0.47$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.19$0.37$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.04$0.54$0.58
2014Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.12$0.57$0.45
2013Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.32$0.46$0.14
2012Summary only. Only limited summary data is available for this year.$5.70$0.00$0.26$0.26$0.01
2011Summary only. Only limited summary data is available for this year.$5.69$0.00$0.05$0.36$0.31
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $500k-$1M nonprofits