Civic Intelligence

The Pritchard Foundation

990PF • Fiscal year 2022 • EIN 23-7982138

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

Organization Profile

Refreshing map…

55 Wellesley DriveNew Canaan, CT 06840

(203) 962-8589

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

18th percentile

-18%

Higher net margin than 18% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$160,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

44th percentile

-1.8%

Faster asset growth than 44% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-72%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$19,508,888

Down $350,847 (-1.8%) from 2021

Net Assets

Down

$19,508,888

Down $350,847 (-1.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin18th percentile

Revenue

Down

$1,752,836

Down $4,517,712 (-72%) from 2021

Expenses

Up

$2,064,832

Up $357,131 (+21%) from 2021

Net Income

Down

-$311,996

Down $4,874,843 (-107%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$30M$20M$10M$0Assets 2017: $12,965,786Liabilities 2017: $0Net Assets 2017: $12,965,7862017Assets 2019: $14,506,538Liabilities 2019: $0Net Assets 2019: $14,506,5382019Assets 2020: $16,662,755Liabilities 2020: $0Net Assets 2020: $16,662,7552020Assets 2021: $19,859,735Liabilities 2021: $0Net Assets 2021: $19,859,7352021Assets 2022: $19,508,888Liabilities 2022: $0Net Assets 2022: $19,508,8882022Assets 2024: $22,041,765Liabilities 2024: $0Net Assets 2024: $22,041,7652024

Highlighted filing

2022

Assets$19,508,888
Liabilities$0
Net Assets$19,508,888
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MRevenue 2017: $1,190,796Expenses 2017: $789,037Net Income 2017: $401,7592017Revenue 2019: $1,333,782Expenses 2019: $703,292Net Income 2019: $630,4902019Revenue 2020: $8,001,724Expenses 2020: $652,241Net Income 2020: $7,349,4832020Revenue 2021: $6,270,548Expenses 2021: $1,707,701Net Income 2021: $4,562,8472021Revenue 2022: $1,752,836Expenses 2022: $2,064,832Net Income 2022: -$311,9962022Revenue 2024: $1,154,570Expenses 2024: $1,844,005Net Income 2024: -$689,4352024

Highlighted filing

2022

Revenue$1,752,836
Expenses$2,064,832
Net Income-$311,996
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE ZIESINGTrusteePT$160,000-$160,000
PETER ZIESINGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Pritchard Foundation
EIN
23-7982138
Phone
2039628589
Address
55 WELLESLEY DRIVE, NEW CANAAN, CT 06840

Signing Officer

Name
Peter Ziesing
Title
Trustee
Phone
2039628589
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
35 MASON STREET, GREENWICH, CT 06830
Preparer
Lawrence Mcdermott
Phone
2036813100
Raw XML AppendixShowing 400 of 761 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/Amt027569
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PREPARATION OF TAX RETURNS AND OTHER ACCOUNTING SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt013784
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt013785
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BANK NEW YORK MELLON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BANK NOVA SCOTIA B C NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK NOVA SCOTIA B C SER I NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BANK OF MONTREAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BURLINGTON NORTHN SANTA FE CP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CANADIAN IMPERIAL BK COMM TORO NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7CATERPILLAR FINL SVCS S BE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8CINTAS CORP NO 2 NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9COLGATE PALMOLIVE CO NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10CONOCOPHILLIPS NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11CONSUMERS ENERGY CO BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12CUMMINS INC NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13DEERE JOHN CAPITAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14ECOLAB INC NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15ENTERGY MISSISSIPPI LLC BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16HOME DEPOT INC NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17HONEYWELL INTL INC NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18INTERNATIONAL BUSINESS MACHS NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19INTUIT NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20JPMORGAN CHASE & CO NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21MICROSOFT CORP NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22MORGAN STANLEY SER I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23NATIONAL RURAL UTILS COOP FIN SER D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24ORACLE CORP NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25PUBLIC STORAGE NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26ROYAL BK CDA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27SALESFORCE COM INC NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28STATE STR CORP NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29TORONTO DOMINION BANK SER C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30TOYOTA MTR CR CORP SER B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31WALMART INC NOTE CALL MAKE WHOLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0110956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt177148
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt269921
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3124895
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4110434
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt531098
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6144922
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7129843
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8139969
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9129880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10139957
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11129368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12112732
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13140000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14149897
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1561718
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16129755
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1731655
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18113510
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1929993
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20114518
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2131834
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22125205
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23124886
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24114564
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25120000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2631005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt27124936
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28131398
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29125000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30124881
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31129909
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0110761
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt173758
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt267438
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3120775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4109936
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt530900
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6139345
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7126823
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8135453
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9125758
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10135269
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11120760
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12109921
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13138923
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14144345
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1560353
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16128462
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1730579
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18106978
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1929352
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20108101
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2130674
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22122858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23115630
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24105717
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25119152
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2630971
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt27117253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28121993
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29123429
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30122370
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt31128023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0504914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1250936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3223291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4139466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5366518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6219688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7586163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8373194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt996507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10338837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11612510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12566650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13346500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14695988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15617852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16435675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17259999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18292813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19384045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20535699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21543479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22154303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23475011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24539524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26493679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27527727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28284488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29218337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30290490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31371586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0724037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1508200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2262640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3854939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4467172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5696283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6386928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7634804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8744503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9212639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10519493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111016732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12491042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13553358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14543017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15634879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16637932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17549810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18384535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19479172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20521595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211013000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22497380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23640460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24439151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt252210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26596017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27749331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28529310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29257361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30575775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31458525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ASML HOLDING NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CDW CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHURCH & DWIGHT COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CME GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DANAHER CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ELI LILLY AND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EQT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14GXO LOGISTICS INCORPORATED COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18LENNAR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19LOWES COMPANIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MASTERCARD INCORPORATED CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MOTOROLA SOLUTIONS INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NEXTERA ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NVIDIA CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PRAIRIESKY RTY LTD COM ISIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PROGRESSIVE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27RAYTHEON TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TRANSUNION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WELLS FARGO CO NEW COM
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0552205
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0538053
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01114964
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01092883
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0414550
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01337618
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0388
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0280
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01752836
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01752836
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt013784
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt013785
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027569
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01337618
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0160000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01571000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01571000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0414550
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0414550
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-311996
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08320408
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0388
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0388
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01337618
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01487379
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0250814
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0250814
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt011926
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0858
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt051879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01760280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0265457
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02064832
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01752836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01752836
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0189280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0265457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0493832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01987023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14995767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt080039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11256884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt080039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11256884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02067062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16252651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NEUBERGER BERMAN 22166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NEUBERGER BERMAN 22166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM HELEN AMMEN ESTATE SCHEDULE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01337618
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-311996
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt038851
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt019547739
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt019859735
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019508888
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01312022
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01312022
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01312022
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01332697
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020675
IRS990PF/DistributableAmountGrp/TotalTaxAmt020675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt028520
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt028520
IRS990PF/FMVAssetsEOYAmt025194607
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt019859735
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt019508888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03189898
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03405787
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03292060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012575276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011746551
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017582230
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03356475
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02689381
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02689381
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt019859735
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt019508888
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025194607
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt019859735
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt019508888
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt019859735
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt019508888
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0738086
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01667169
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01630936
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027059835
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02497743
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024562092
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0405898
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01332697
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026653937
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027059835
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0THE BOLTON GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0250814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01290 AVENUE OF THE AMERICAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0160000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOANNE ZIESING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER ZIESING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt055 WELLESLEY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt155 WELLESLEY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW CANAAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW CANAAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01760280
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01760280
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARCUM LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,508,888
Liabilities
$0
Net assets
$19,508,888
Revenue
$1,752,836
Expenses
$2,064,832
Net income
-$311,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$1.15$1.84$0.69
2022Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.75$2.06$0.31
2021Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$6.27$1.71$4.56
2020Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$8.00$0.65$7.35
2019Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.33$0.70$0.63
2017Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.19$0.79$0.40
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • $10M-$25M nonprofits