Civic Intelligence

The Educational Charitable Trust Aka the Themian Charitable Center

990PF • Fiscal year 2017 • EIN 23-2111548

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 14, 2017

Karen Kline 100 Meridian Ctr No 310Rochester, NY 14618

(585) 271-2300

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

50th percentile

3.4%

Higher net margin than 50% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

40th percentile

0.2%

Faster asset growth than 40% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

68%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,668,972

Up $2,992 (+0.2%) from 2016

Net Assets

Up

$1,668,972

Up $2,992 (+0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$124,892

Up $50,465 (+68%) from 2016

Expenses

Down

$120,616

Down $1,048,898 (-90%) from 2016

Net Income

Up

$4,276

Up $1,099,363 (+100%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,829,793Liabilities 2011: $02011Assets 2012: $1,737,496Liabilities 2012: $0Net Assets 2012: $1,737,4962012Assets 2013: $1,901,130Liabilities 2013: $12013Assets 2014: $2,310,128Liabilities 2014: $0Net Assets 2014: $2,310,1282014Assets 2015: $2,334,342Liabilities 2015: $0Net Assets 2015: $2,334,3422015Assets 2016: $1,665,980Liabilities 2016: $0Net Assets 2016: $1,665,9802016Assets 2017: $1,668,972Liabilities 2017: $0Net Assets 2017: $1,668,9722017Assets 2018: $1,887,044Liabilities 2018: $0Net Assets 2018: $1,887,0442018Assets 2019: $1,557,018Liabilities 2019: $0Net Assets 2019: $1,557,0182019Assets 2020: $1,523,733Liabilities 2020: $12020Assets 2021: $1,426,176Liabilities 2021: $0Net Assets 2021: $1,426,1762021Assets 2022: $1,498,420Liabilities 2022: $0Net Assets 2022: $1,498,4202022Assets 2023: $2,131,225Liabilities 2023: $12023Assets 2024: $1,875,649Liabilities 2024: $12024Assets 2025: $1,098,569Liabilities 2025: $0Net Assets 2025: $1,098,5692025

Highlighted filing

2017

Assets$1,668,972
Liabilities$0
Net Assets$1,668,972

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $96,613Expenses 2011: $99,988Net Income 2011: -$3,3752011Expenses 2012: $119,8792012Revenue 2013: $378,549Expenses 2013: $214,915Net Income 2013: $163,6342013Revenue 2014: $596,445Expenses 2014: $187,447Net Income 2014: $408,9982014Revenue 2015: $173,039Expenses 2015: $153,948Net Income 2015: $19,0912015Revenue 2016: $74,427Expenses 2016: $1,169,514Net Income 2016: -$1,095,0872016Revenue 2017: $124,892Expenses 2017: $120,616Net Income 2017: $4,2762017Revenue 2018: $249,207Expenses 2018: $35,219Net Income 2018: $213,9882018Revenue 2019: -$53,230Expenses 2019: $276,240Net Income 2019: -$329,4702019Revenue 2020: $151,663Expenses 2020: $189,950Net Income 2020: -$38,2872020Revenue 2021: $148,768Expenses 2021: $241,502Net Income 2021: -$92,7342021Revenue 2022: $221,544Expenses 2022: $325,930Net Income 2022: -$104,3862022Revenue 2023: -$6,901Expenses 2023: $181,155Net Income 2023: -$188,0562023Revenue 2024: $60,918Expenses 2024: $183,950Net Income 2024: -$123,0322024Revenue 2025: $220,920Expenses 2025: $183,018Net Income 2025: $37,9022025

Highlighted filing

2017

Revenue$124,892
Expenses$120,616
Net Income$4,276
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 14, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK HIMMELSTEINTrusteePT$0--
LAUREN FRIEDMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Educational Charitable Trust Aka
EIN
23-2111548
Phone
5852712300
Address
KAREN KLINE 100 MERIDIAN CTR NO 310, ROCHESTER, NY 14618

Signing Officer

Name
Jack Himmelstein
Title
Trustee
Phone
5852712300
Signed
2017-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Freed Maxick Cpas Pc
Address
100 MERIDIAN CENTRE SUITE 310, ROCHESTER, NY 14618
Preparer
Karen J Kline
Phone
5852712300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76300 SHS CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771500 SHS CARLYLE GROUP LP UNIT LTD PARTNERSHIP INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78500 SHS BAXTER INERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7920 SHS AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt152649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt171495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt193054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt231039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt242739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt253499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt265762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt271259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt283226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt293291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3015766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt317661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt322286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt332230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt341226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt352145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt363411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3714082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3811192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt392150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt402781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4119004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt423159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt434676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt441414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt453309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt463018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt473143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt482148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt495445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5019195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5121795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt529850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt534831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt543449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt571142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt581358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt59246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt621605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt63750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt64262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt651391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt661165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt67898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt681941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6924875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GNMA #184522 8% DUE 3/15/17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GNMA #319062 8% DUE 5/15/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GNMA #321843 7% DUE 6/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GNMA #328597 7% DUE 9/15/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GNMA #330555 7.5% DUE 12/15/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GNMA #342555 8% DUE 3/15/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GNMA #345068 7.5% DUE 10/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GNMA #345967 6.5% DUE 11/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8GNMA #351408 6.5% DUE 1/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GNMA #352045 6.5% DUE 10/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GNMA #352137 6.5% DUE 7/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GNMA #372090 7% DUE 5/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12GNMA #374684 6.5% DUE 4/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13GNMA #375893 7.5% DUE 6/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14GNMA #376343 7.5% DUE 3/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15GNMA #376439 7.5% DUE 3/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GNMA #385903 8% DUE 9/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GNMA #392239 8% DUE 5/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GNMA #398717 7.5% DUE 6/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19GNMA #405144 7.5% DUE 9/15/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20GNMA #405603 7% DUE 4/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21GNMA #412221 6.5% DUE 2/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22GNMA #412487 7% DUE 9/15/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23GNMA #422650 6.5% DUE 4/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24GNMA #422833 7.5% DUE 5/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25GNMA #429083 7% DUE 3/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26GNMA #521291 6.5% DUE 4/15/35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27GNMA #538299 6% DUE 1/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28GNMA #552313 6% DUE 1/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29GNMA #564603 6.5% DUE 8/15/31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30GNMA #568295 6% DUE 5/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31GNMA #584426 6% DUE 5/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32GNMA #586539 7% DUE 3/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33GNMA #586974 6% DUE 3/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34GNMA #587472 6.5% DUE 4/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35GNMA #590365 6% DUE 7/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36GNMA #596620 6% DUE 10/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37GNMA #605592 6% DUE 12/15/34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38GNMA #617213 6% DUE 9/15/36
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39GNMA #622566 6% DUE 10/15/33
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40GNMA #647715 7% DUE 6/15/35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41GNMA #651712 6% DUE 2/15/36
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42GNMA #669026 6% DUE 5/15/37
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43GNMA #706008 6% DUE 1/15/39
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44GNMA #780912 6.5% DUE 11/15/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45GNMA #781226 6.5% DUE 12/15/30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46GNMA II #1188 11% DUE 5/20/19
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47GNMA II #2602 6% DUE 6/20/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48GNMA II #3095 6.5% DUE 6/20/31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49GNMA II #3557 6% DUE 8/20/34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50GNMA II #3865 6% DUE 6/20/36
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51GNMA II #3975 5.5% DUE 4/20/37
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52GNMA II #4006 6% DUE 8/20/34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53GNMA II #4470 5.5% DUE 6/20/39
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54GNMA II #631831 5.5% DUE 6/20/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55GNMA II #779 7.5% DUE 6/20/17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56GNMA #341673, 7% DUE 1/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57GNMA #347713, 6.5% DUE 1/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58GNMA #351025, 6.5% DUE 4/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59GNMA #356987, 7% DUE 7/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60GNMA #359938, 6.5% 7.5% DUE 11/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61GNMA #374552, 6% DUE 1/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62GNMA #453080, 7% DUE 7/15/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63GNMA #463064, 6.5% DUE 12/15/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64GNMA #587721, 7% DUE 1/15/32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65GNMA #603392, 6% DUE 1/15/33
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66GNMA #608310, 6% DUE 10/15/33
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67GNMA #781277, 7% DUE 12/15/28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68GNMA #781235, 6% DUE 5/15/29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6925000 SHS BMO HARRIS BANK NA CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70GNMA #412177, 7% DUE 9-15-25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71GNMA #386947, 6.5% DUE 3/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72GNMA #359958, 6.5% DUE 12/15/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13142

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.22$0.18$0.04
2024Summary only. Only limited summary data is available for this year.$1.88$0.00$0.06$0.18$0.12
2023Summary only. Only limited summary data is available for this year.$2.13$0.00$0.01$0.18$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.22$0.33$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.15$0.24$0.09
2020Summary only. Only limited summary data is available for this year.$1.52$0.00$0.15$0.19$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.05$0.28$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.25$0.04$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.12$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.07$1.17$1.10
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.17$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.60$0.19$0.41
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$0.38$0.21$0.16
2012Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.12
2011Summary only. Only limited summary data is available for this year.$1.83$0.00$0.10$0.10$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $1M-$5M nonprofits