Civic Intelligence

University Foundation UW Marshfield/Wood County

990 • Fiscal year 2013 • EIN 23-7086867

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 13, 2014

2000 W 5th Street Box 15054449

(715) 387-1147

Siviq Scores

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

Liabilities / Assets

40th percentile

0.06x

Higher debt load relative to assets than 40% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.26x

Higher debt load relative to revenue than 66% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

45th percentile

$34,103

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

89th percentile

35%

Faster asset growth than 89% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$1,848,104

Up $475,996 (+35%) from 2012

Net Assets

Up

$1,744,258

Up $401,328 (+30%) from 2012

Liabilities

Up

$103,846

Up $74,668 (+256%) from 2012

Revenue

$405,105

No earlier filing loaded for comparison.

Expenses

Up

$215,680

Up $22,206 (+11%) from 2012

Net Income

$189,425

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,419,480Liabilities 2010: $42,376Net Assets 2010: $1,377,1042010Assets 2011: $1,326,433Liabilities 2011: $27,358Net Assets 2011: $1,299,0752011Assets 2012: $1,372,108Liabilities 2012: $29,178Net Assets 2012: $1,342,9302012Assets 2013: $1,848,104Liabilities 2013: $103,846Net Assets 2013: $1,744,2582013Assets 2015: $2,051,471Liabilities 2015: $74,756Net Assets 2015: $1,976,7152015Assets 2016: $4,821,043Liabilities 2016: $70,975Net Assets 2016: $4,750,0682016Assets 2017: $3,432,426Liabilities 2017: $66,231Net Assets 2017: $3,366,1952017Assets 2018: $2,053,156Liabilities 2018: $62,066Net Assets 2018: $1,991,0902018Assets 2020: $1,954,855Liabilities 2020: $50,020Net Assets 2020: $1,904,8352020Assets 2021: $2,330,566Liabilities 2021: $44,687Net Assets 2021: $2,285,8792021Assets 2022: $1,853,140Liabilities 2022: $39,043Net Assets 2022: $1,814,0972022Assets 2023: $4,942,988Liabilities 2023: $33,672Net Assets 2023: $4,909,3162023Assets 2024: $294,481Liabilities 2024: $28,339Net Assets 2024: $266,1422024Assets 2025: $294,117Liabilities 2025: $28,338Net Assets 2025: $265,7792025

Highlighted filing

2013

Assets$1,848,104
Liabilities$103,846
Net Assets$1,744,258

Operations Trend

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

$5.0M$0-$5.0MExpenses 2010: $170,8852010Expenses 2011: $151,5472011Expenses 2012: $193,4742012Revenue 2013: $405,105Expenses 2013: $215,680Net Income 2013: $189,4252013Revenue 2015: $462,563Expenses 2015: $314,986Net Income 2015: $147,5772015Revenue 2016: $3,107,950Expenses 2016: $210,281Net Income 2016: $2,897,6692016Revenue 2017: $961,370Expenses 2017: $2,505,830Net Income 2017: -$1,544,4602017Revenue 2018: $264,322Expenses 2018: $1,687,671Net Income 2018: -$1,423,3492018Revenue 2020: $175,074Expenses 2020: $226,248Net Income 2020: -$51,1742020Revenue 2021: $214,657Expenses 2021: $205,967Net Income 2021: $8,6902021Revenue 2022: $271,876Expenses 2022: $230,630Net Income 2022: $41,2462022Revenue 2023: $3,358,292Expenses 2023: $382,494Net Income 2023: $2,975,7982023Revenue 2024: -$111,893Expenses 2024: $4,531,281Net Income 2024: -$4,643,1742024Revenue 2025: $12,833Expenses 2025: $8,189Net Income 2025: $4,6442025

Highlighted filing

2013

Revenue$405,105
Expenses$215,680
Net Income$189,425
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 13, 2014
Return Version
2013v3.0
Gross Receipts
$703,095
Mission and Program Overview

Mission

Provides financial support for student, faculty and staff, and various campus programs and activities.

The university center foundation, inc. Is an organization of faculty administrators and community leaders, dedicated to providing opportunities for personal development, education and recreation. Its goal is not only the enrichment of campus life as a whole, but also to support the advancement of students in a financial way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,324,749$1,455,496▲ $130,747
Savings and Temporary Cash Investments$26,092$211,604▲ $185,512
Land, Buildings, and Equipment, Net$0$159,300▲ $159,300
Cash and Non-Interest-Bearing Accounts$19,881$20,318▲ $437
Prepaid Expenses and Deferred Charges$1,386$1,386→ $0
Total Assets$1,372,108$1,848,104▲ $475,996
Liabilities
Deferred Revenue-$79,211-
Accounts Payable and Accrued Expenses$25,447$19,824▼ $5,623
Other Liabilities$3,731$4,811▲ $1,080
Total Liabilities$29,178$103,846▲ $74,668
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,252,501$1,485,972▲ $233,471
Unrestricted Net Assets$80,429$248,286▲ $167,857
Permanently Rstr Net Assets$10,000$10,000→ $0
Total Net Assets Fund Balance$1,342,930$1,744,258▲ $401,328
Total Liabilities and Net Assets / Fund Balance$1,372,108$1,848,104▲ $475,996

Asset Categories

AssetBook ValueDepreciationBasis
Land$159,300-$159,300
Other Securities$33,128--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$10,000---$10,000
2012$10,000---$10,000
2011$10,000---$10,000
2010$25,000--$15,000$10,000
2009$25,000---$25,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Roxanne WetterauExecutive DirectorFT$34,103$34,103

Board Members and Trustees

NameTitle
Marsha BarwickPresident
Tim CoenVice President
Andy KeoghDirector
Dean MarkwardtDirector
Donna RozarDirector
Karl ZimmermannDirector
Lori GaletkaDirector
Patricia KluetzDirector
Phil StefonikDirector
Randy GershmanDirector
Rick HeinzenDirector
Sara BloczynskiDirector
Steve FuerlingerDirector
Theresa YakovlevDirector
Patricia StuhrSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$343,268
Program Service Revenue
$0
Investment Income
$55,751
Other Revenue
$6,086
All Other Contributions
$331,583
Change in Net Assets
$189,425

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$159,300Property Tax Assessor
Total Noncash Contributions1$159,300-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,469
Salaries, Compensation, and Employee Benefits$40,733
Other Expenses$39,478
Total Fundraising Expense$25,198
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$92,019--$92,019
Grants to Domestic Individuals$43,450--$43,450
Current Officers, Directors, Trustees, and Key Employees-$17,052$17,051$34,103
Fees for Services Accounting-$12,718-$12,718
Fees for Service Investment Mgmnt Fees-$9,841-$9,841
Office Expenses-$2,009$2,201$4,210
Other Salaries and Wages-$1,709$1,709$3,418
Payroll Taxes-$1,606$1,606$3,212
Advertising$432$2,414-$2,846
Insurance-$2,344-$2,344
Conferences and Meetings--$2,125$2,125
Information Technology-$1,247-$1,247
Other Expenses$3,202$439$506$439
Total Functional Expenses$139,103$51,379$25,198$215,680
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Provides Financial Support for Student, Faculty and Staff, and Various Campus Programs and Activities.$92,019
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,856
Fundraising Direct Expenses$10,559
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$27,541$15,856$8,879$6,977
Total Events$27,541$15,856$10,559$5,297
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Uw Alumni Association$4,811
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The secretary/treasurer of the board of directors reviews the 990 prior to filing.

Form 990, Part VI, Section B, Line 12C

When the organization seeks business with a member or any business with which the member is affiliated as an owner or employee, the existence and nature of any conflict should be fully disclosed to the board of directors or executive committee before any vote or action on the matter.

Form 990, Part VI, Section C, Line 19

They will make this information available upon request.

Filing and Contact Details

Filer

EIN
23-7086867
Phone
7153871147

Signing Officer

Name
Pat Stuhr
Title
Secretary/treasurer
Phone
7153871147
Signed
2014-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pat Stuhr
Formed
1964
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
0

Preparer

Preparer
Stacey Donovan CPA
Phone
7153876341
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Other changes in net assets-990 unrealized gain / (loss) 211,903. Unrealized gains unrealized appreciation

Form 990 Page 12 Part XI Line 2C

The board of directors assumes responsiblity for oversight of the review.

Raw XML AppendixShowing 400 of 599 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01324749
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01455496
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0159300
IRS990/LandBldgEquipCostOrOtherBssAmt0159300
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0287431
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01342930
IRS990/NetAssetsOrFundBalancesEOYAmt01744258
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05761
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05761
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05297
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05297
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0789
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0789
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0159300
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02201
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02009
IRS990/OfficeExpensesGrp/TotalAmt04210
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0211903
IRS990/OtherExpensesGrp/Desc0AWARDS AND GIFTS
IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0506
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0439
IRS990/OtherExpensesGrp/ProgramServicesAmt03202
IRS990/OtherExpensesGrp/TotalAmt03202
IRS990/OtherExpensesGrp/TotalAmt1506
IRS990/OtherExpensesGrp/TotalAmt2439
IRS990/OtherLiabilitiesGrp/BOYAmt03731
IRS990/OtherLiabilitiesGrp/EOYAmt04811
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01709
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01709
IRS990/OtherSalariesAndWagesGrp/TotalAmt03418
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01606
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01606
IRS990/PayrollTaxesGrp/TotalAmt03212
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01386
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01386
IRS990/PrincipalOfficerNm0PAT STUHR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS OR ASSISTANCE ARE PROVIDED FOR FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt092019
IRS990/ProgSrvcAccomActy2Grp/GrantAmt092019
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03634
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0113198
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0142533
IRS990/PYInvestmentIncomeAmt0144340
IRS990/PYOtherExpensesAmt032390
IRS990/PYOtherRevenueAmt09866
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt073930
IRS990/PYSalariesCompEmpBnftPaidAmt018551
IRS990/PYTotalExpensesAmt0193474
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0267404
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0189425
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0789
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026092
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0211604
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0183968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0113198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0114106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0133722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0640800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt055755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0144340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt065656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025799
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0315635
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt038074
IRS990ScheduleA/PublicSupportCY170Pct00.58140
IRS990ScheduleA/PublicSupportPY170Pct00.63270
IRS990ScheduleA/PublicSupportTotal170Amt0556053
IRS990ScheduleA/SubstantialContributorsTotAmt084747
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0183968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0113198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt095806
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0114106
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0133722
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0640800
IRS990ScheduleA/TotalSupportAmt0956435
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt015000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt025000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/LandGrp/BookValueAmt0159300
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0159300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04811
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO UW ALUMNI ASSOCIATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0174561
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt157720
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2115625
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt338758
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4197024
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt558284
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt646324
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt790134
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt833842
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9145568
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1035705
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1137548
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1234805
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1381742
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14140897
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15133831
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1633128
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD FIXED INC SHORT TERM CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1T ROWE PRICE SHORT TERM BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VGD TOTAL BOND MKT IDX FUND (SIG)
IRS990ScheduleD/OtherSecuritiesGrp/Desc3TEMPLETON GLOBAL BOND (ADV)
IRS990ScheduleD/OtherSecuritiesGrp/Desc4DODGE & COX STOCK FUND

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.27$0.01$0.01$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.27$0.11$4.53$4.64
2023Detailed filing. Detailed filing data is available for this year.$4.94$0.03$4.91$3.36$0.38$2.98
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.04$1.81$0.27$0.23$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.04$2.29$0.21$0.21$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.05$1.90$0.18$0.23$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.06$1.99$0.26$1.69$1.42
2017Detailed filing. Detailed filing data is available for this year.$3.43$0.07$3.37$0.96$2.51$1.54
2016Detailed filing. Detailed filing data is available for this year.$4.82$0.07$4.75$3.11$0.21$2.90
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.07$1.98$0.46$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.10$1.74$0.41$0.22$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.03$1.34$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.03$1.30$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.04$1.38$0.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits