Civic Intelligence

Margaret and Marshall Bartlett Family Foundation Inc.

990PF • Fiscal year 2023 • EIN 22-3512759

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
19 Cleveland LandPrinceton, NJ 08540

(908) 232-1000

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

67th percentile

0.00x

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

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Net Margin

36th percentile

-38%

Higher net margin than 36% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Asset Growth

24th percentile

-5.7%

Faster asset growth than 24% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

23%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Flat

$3,759,805

Flat from 2023

Net Assets

$3,759,805

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin36th percentile

Revenue

Flat

$595,364

Flat from 2023

Expenses

Flat

$823,308

Flat from 2023

Net Income

Flat

-$227,944

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,745,426Liabilities 2011: $02011Assets 2012: $2,729,639Liabilities 2012: $02012Assets 2013: $2,617,707Liabilities 2013: $02013Assets 2014: $2,632,598Liabilities 2014: $02014Assets 2015: $2,699,219Liabilities 2015: $02015Assets 2019: $4,673,640Liabilities 2019: $02019Assets 2020: $4,459,049Liabilities 2020: $0Net Assets 2020: $4,459,0492020Assets 2021: $4,203,396Liabilities 2021: $0Net Assets 2021: $4,203,3962021Assets 2022: $3,987,749Liabilities 2022: $0Net Assets 2022: $3,987,7492022Assets 2023: $3,759,805Liabilities 2023: $0Net Assets 2023: $3,759,8052023Assets 2023: $3,759,805Liabilities 2023: $12023Assets 2024: $3,472,949Liabilities 2024: $0Net Assets 2024: $3,472,9492024

Highlighted filing

2023

Assets$3,759,805
Liabilities$0
Net Assets$3,759,805
Open 2023 Filing

Operations Trend

Revenue Growth62nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $155,800Expenses 2011: $204,573Net Income 2011: -$48,7732011Revenue 2012: $162,417Expenses 2012: $178,204Net Income 2012: -$15,7872012Revenue 2013: $204,506Expenses 2013: $316,438Net Income 2013: -$111,9322013Revenue 2014: $363,270Expenses 2014: $348,379Net Income 2014: $14,8912014Revenue 2015: $441,622Expenses 2015: $375,001Net Income 2015: $66,6212015Revenue 2019: $341,688Expenses 2019: $578,608Net Income 2019: -$236,9202019Revenue 2020: $575,148Expenses 2020: $789,739Net Income 2020: -$214,5912020Revenue 2021: $462,477Expenses 2021: $718,130Net Income 2021: -$255,6532021Revenue 2022: $484,420Expenses 2022: $700,067Net Income 2022: -$215,6472022Revenue 2023: $595,364Expenses 2023: $823,308Net Income 2023: -$227,9442023Revenue 2023: $595,364Expenses 2023: $823,308Net Income 2023: -$227,9442023Revenue 2024: $830,973Expenses 2024: $1,117,829Net Income 2024: -$286,8562024

Highlighted filing

2023

Revenue$595,364
Expenses$823,308
Net Income-$227,944
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET W BARTLETTVice President-$0--
JOHN P BARTLETTCo-President And Treasurer-$0--
STEPHEN W BARTLETTCo-President And Secretary-$0--
ELIOT PIERCEVice President-$0--
ERIC B SENSENBRENNERVice President-$0--
Filing and Contact Details

Filer

Filer Name
Margaret and Marshall Bartlett
EIN
22-3512759
Phone
9082321000
Address
19 CLEVELAND LAND, PRINCETON, NJ 08540

Signing Officer

Name
John Bartlett
Title
Co-president
Phone
9739935974
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Rrbb Advisors LLC
Address
265 DAVIDSON AVE SUITE 210, SOMERSET, NJ 08873
Preparer
Suha Uddin
Phone
9082311000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5041716 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5141716 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5241716 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5341716 INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5441716 INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5541716 JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5641716 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5741716 LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5841716 LINDE PLC EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5941716 MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6041716 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6141716 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6241716 META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6341716 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6441716 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6541716 NEXTERA ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6641716 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6741716 OREILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6841716 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6941716 PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7041716 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7141716 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7241716 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7341716 PROLOGIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7441716 REPUBLIC SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7541716 ROCKWELL AUTOMATION INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7641716 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7741716 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7841716 SCHLUMBERGER LTD NETHERLANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7941716 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8041716 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8141716 TAIWAN SEMICONDUCTOR MFG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8241716 THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8341716 TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8441716 TRANE TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8541716 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8641716 UNITED PARCEL SERVICE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8741716 UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8841716 VISA INC CLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8941612 ALLEGION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9041612 ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9141612 ASPEN TECHNOLOGY INC DEL CHANGE IN STATE OF INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9241212 CHOICE HOTELS INT'L INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0132808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2146992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3109266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4109349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5109420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6109549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7109503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8800838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt041716 ISHARES RUSSELL 1000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141716 SPDR S&P 500 ETF TR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt341717 ISHARES RUSSELL 1000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt441717 ISHARES CORE HIGH DIVID ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt541717 ISHARES MSCI USA MIN VOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt641717 ISHARES MSCI USA MOMENTUM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt741717 ISHARES MSCI USA QUALITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt841610 VIRTUS REAVES UTILITIES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0191525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2214275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3174174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4137279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5190081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6228432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7241898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81158758
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0114043
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0415982
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt031
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0530056
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0530056
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt016101
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08050
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt024151
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0415982
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0741601
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0741601
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt065308
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0114043
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0114043
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-227944
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01226614
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0415982
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0491141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt026691
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013346
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040037
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt017519
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0784393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt038915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0823308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0530056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0595364
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042792
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt038915
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt081707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42008-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282022-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-04-22

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,759,805
Liabilities
$0
Net assets
$3,759,805
Revenue
$595,364
Expenses
$823,308
Net income
-$227,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.83$1.12$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.60$0.82$0.23
2023Summary only. Only limited summary data is available for this year.$3.76$0.00$0.60$0.82$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.48$0.70$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.46$0.72$0.26
2020Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.58$0.79$0.21
2019Summary only. Only limited summary data is available for this year.$4.67$0.00$0.34$0.58$0.24
2015Summary only. Only limited summary data is available for this year.$2.70$0.00$0.44$0.38$0.07
2014Summary only. Only limited summary data is available for this year.$2.63$0.00$0.36$0.35$0.01
2013Summary only. Only limited summary data is available for this year.$2.62$0.00$0.20$0.32$0.11
2012Summary only. Only limited summary data is available for this year.$2.73$0.00$0.16$0.18$0.02
2011Summary only. Only limited summary data is available for this year.$2.75$0.00$0.16$0.20$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • NTEE T22Z • $1M-$5M nonprofits