Civic Intelligence

Francis Edward Mcgillick Foundation

990PF • Fiscal year 2011 • EIN 25-1192205

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 29, 2012

PO Box 162715010
Siviq Scores

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

Liabilities / Assets

57th percentile

0.11x

Higher debt load relative to assets than 57% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

66th percentile

$600

Higher top officer pay than 66% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

69th percentile

6.0%

Faster asset growth than 69% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,046,221

Up $59,660 (+6.0%) from 2010

Net Assets

Up

$929,137

Up $58,054 (+6.7%) from 2010

Liabilities

Up

$117,084

Up $1,606 (+1.4%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$148,001

Up $12,481 (+9.2%) from 2010

Net Income

-

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.

$1.5M$1.0M$500K$0Assets 2010: $986,561Liabilities 2010: $115,478Net Assets 2010: $871,0832010Assets 2011: $1,046,221Liabilities 2011: $117,084Net Assets 2011: $929,1372011Assets 2012: $1,032,495Liabilities 2012: $108,886Net Assets 2012: $923,6092012Assets 2013: $1,115,745Liabilities 2013: $138,106Net Assets 2013: $977,6392013Assets 2014: $1,142,155Liabilities 2014: $142,315Net Assets 2014: $999,8402014Assets 2015: $1,204,729Liabilities 2015: $139,367Net Assets 2015: $1,065,3622015Assets 2016: $1,190,995Liabilities 2016: $136,930Net Assets 2016: $1,054,0652016Assets 2017: $1,220,340Liabilities 2017: $140,833Net Assets 2017: $1,079,5072017Assets 2018: $1,225,852Liabilities 2018: $153,346Net Assets 2018: $1,072,5062018Assets 2019: $1,242,478Liabilities 2019: $158,258Net Assets 2019: $1,084,2202019Assets 2020: $1,252,653Liabilities 2020: $155,841Net Assets 2020: $1,096,8122020Assets 2021: $1,273,628Liabilities 2021: $165,876Net Assets 2021: $1,107,7522021Assets 2022: $1,285,414Liabilities 2022: $159,686Net Assets 2022: $1,125,7282022Assets 2023: $1,354,690Liabilities 2023: $158,226Net Assets 2023: $1,196,4642023Assets 2024: $1,350,518Liabilities 2024: $162,655Net Assets 2024: $1,187,8632024

Highlighted filing

2011

Assets$1,046,221
Liabilities$117,084
Net Assets$929,137

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $135,5202010Expenses 2011: $148,0012011Expenses 2012: $144,0602012Revenue 2013: $214,551Expenses 2013: $160,521Net Income 2013: $54,0302013Revenue 2014: $188,212Expenses 2014: $166,011Net Income 2014: $22,2012014Revenue 2015: $229,523Expenses 2015: $164,001Net Income 2015: $65,5222015Revenue 2016: $152,531Expenses 2016: $163,828Net Income 2016: -$11,2972016Revenue 2017: $199,299Expenses 2017: $173,857Net Income 2017: $25,4422017Revenue 2018: $179,001Expenses 2018: $186,002Net Income 2018: -$7,0012018Revenue 2019: $202,324Expenses 2019: $190,610Net Income 2019: $11,7142019Revenue 2020: $198,862Expenses 2020: $186,270Net Income 2020: $12,5922020Revenue 2021: $208,648Expenses 2021: $197,708Net Income 2021: $10,9402021Revenue 2022: $209,362Expenses 2022: $191,386Net Income 2022: $17,9762022Revenue 2023: $258,135Expenses 2023: $187,399Net Income 2023: $70,7362023Revenue 2024: $181,962Expenses 2024: $190,563Net Income 2024: -$8,6012024

Highlighted filing

2011

Revenue-
Expenses$148,001
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 29, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS CORBETTTrusteePT$600-$600
ROBERT D BAROZZINISecretaryPT$600-$600
MATTHEW P COLLINSTreasurerPT$600-$600
THOMAS J MCCAFFERYPresidentPT$600-$600
TIMOTHY W BARRYTrusteePT$600-$600
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future GrantMCGILLICK SCHOOL -CARLOWCONTINUED EDUCATIONAL OPPORTUNITIES-PITTSBURGH, PA, US$114,076
Paid GrantMCGILLICK SCHOOL -CARLOWCONTINUED EDUCATIONAL OPPORTUNITIES-PITTSBURGH, PA, US$112,461
Paid GrantSISTERHOOD FUNDSISTERHOOD EDUCATION FOR POOR GIRLS-PITTSBURGH, PA, US$1,800
Paid GrantPRIESTHOOD FUNDPRIESTHOOD EDUCATION FOR POOR BOYS-PITTSBURGH, PA, US$1,800
Filing and Contact Details

Filer

EIN
25-1192205
Raw XML AppendixShowing 400 of 583 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/AccountingFees/Amount016334
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps04200
CompensationExplanation/Compensation/PersonName0THOMAS CORBETT
CompensationExplanation/Compensation/PersonName1ROBERT D BAROZZINI
CompensationExplanation/Compensation/PersonName2MATTHEW P COLLINS
CompensationExplanation/Compensation/PersonName3THOMAS J MCCAFFERY
CompensationExplanation/Compensation/PersonName4TIMOTHY W BARRY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis020347
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis12420
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis231458
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis324287
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis428820
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis539373
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis628614
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis749139
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis87390
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis929770
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1061761
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1121179
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis125755
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1313333
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis146134
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1530130
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1626146
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis172051
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1850665
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1912195
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2012887
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2141762
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2222345
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis23444
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2415871
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02009-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12008-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22010-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32009-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52004-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62008-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired72008-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired82009-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired92009-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired102010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired112009-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired122007-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired132010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired142010-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired152010-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired162010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired172010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired182011-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired192010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired202010-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired212010-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired222010-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired232010-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired242010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold72011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold82011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold92011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold102011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold112011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold122011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold132011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold142011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold152011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold162011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold172011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold182011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold192011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold202011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold212011-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold222011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold232011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold242011-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice023164
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice13000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice231098
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice331032
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice429216
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice546037
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice630257
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice749974
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice87996
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice929974
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1063944
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1121974
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice125996
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1313321
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice148000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1535227
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1623472
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice171896
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1847786
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1912658
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2014844
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2146887
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2226043
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice23484
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2415862
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired9PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired10PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired11PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired12PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired13PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired14PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired15PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired16PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired17PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired18PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired19PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired20PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired23PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired24PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0AMERICAN BEACON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1ARTISAN FUNDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2DODGE AND COX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3FAIRHOLME
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4GATEWAY TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5GROWTH FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name6MFS SERIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name7PIMCO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name8PIMCO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name9PIMCO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name10PIMCO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name11PIMCO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name12THORNBURG
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name13AMERICAN BEACON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name14ARTISAN MID
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name15CALAMOS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name16DODGE AND COX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name17FAIRHOLME
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name18FIDELITY ADVISOR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name19GATEWAY TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name20GROWTH FUNDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name21ISHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name22ISHARES GERMANY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name23MFS SERIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name24PIMCO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet02817
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1580
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2-360
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet36745
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4396
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet56664
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet61643
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet7835
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet8606
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet9204
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet102183
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet11795
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet12241
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet13-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet141866
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet155097
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet16-2674
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet17-155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet18-2879
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet19463
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet201957
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet215125
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet223698
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2340
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet24-9
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue04900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01616313
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0FE MCGILLICK COMPANY
InvestmentsOtherSchedule2/InvestmentsOther/BookValue061078
InvestmentsOtherSchedule2/InvestmentsOther/BookValue127293
InvestmentsOtherSchedule2/InvestmentsOther/BookValue223866
InvestmentsOtherSchedule2/InvestmentsOther/BookValue350387
InvestmentsOtherSchedule2/InvestmentsOther/BookValue430867
InvestmentsOtherSchedule2/InvestmentsOther/BookValue541543
InvestmentsOtherSchedule2/InvestmentsOther/BookValue674117
InvestmentsOtherSchedule2/InvestmentsOther/BookValue760453
InvestmentsOtherSchedule2/InvestmentsOther/BookValue827022
InvestmentsOtherSchedule2/InvestmentsOther/BookValue963560
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1090878
InvestmentsOtherSchedule2/InvestmentsOther/BookValue11114682
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1276810
InvestmentsOtherSchedule2/InvestmentsOther/BookValue13117925
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1436624
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1562443
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1628074
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1737027
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0AADEX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1ARBITRAGE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2ARTISAN FDS (ARTVX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3ARTISAN MID CAP (ARTMX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4CALAMOS (CICVX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5CALAMOS (CGCIX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6DODGE&COX INTL STOCK FUND(DODFX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7EATON (EICSX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8FAIRHOLME (FAIRX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9FEDERATED (SVAIX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10FIDELITY (FINSX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11GATEWAY TRUST (GTEYX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12GROWTH FUND OF AMER (GFAFX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13HARRIS (OAKIX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14ISHARES (ACWI)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15ISHARES (EWG)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16LAZARD (LZEMX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17LOOMIS (LSBDX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18MFS SERIES TRUST (MEIWX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19PIMCO (PLTDX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem20PIMCO TOTAL (PTTRX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21PIMCO FUNDS (PUCPX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem22PIMCO FUNDS (PELPX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem23PIMCO FUNDS (PTTPX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem24PIMCO (PFIUX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem25PIMCO (PELBX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem26SPDR SP 500 (SPY)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem27THORNBURG (TGVIX)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem28WASATCH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem29YACKTMAN
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV061727
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV129191
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV229557
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV343641
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV425904
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV543636
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV672782
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV760106
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV824986
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV957879
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1095901
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV11113323
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1276375
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV13117160
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1435391
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1559609
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1631160
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1737042
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV14AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV15AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV16AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV17AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV18AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV19AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV20AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV21AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV22AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV23AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV24AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV25AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV26AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV27AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV28AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV29AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0160189
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome035866
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0160189
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome035866
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0196055
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps04200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss016334
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0160189
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm01800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0116061
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0117676
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0160189
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0160189
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0160189
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses058054
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0620142
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss035866
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0150406
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm07983
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss07983
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss03008
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0160189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0121461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm09783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0148001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0160189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0206055
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps05400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm09783
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss030325
IRS990PF/BalanceSheets/CapitalStockBOY0871082
IRS990PF/BalanceSheets/CapitalStockEOY0929134
IRS990PF/BalanceSheets/CashBOY05265
IRS990PF/BalanceSheets/CashEOY02995
IRS990PF/BalanceSheets/CashEOYFMV02995
IRS990PF/BalanceSheets/GrantsPayableBOY0112461
IRS990PF/BalanceSheets/GrantsPayableEOY0114076
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY04900
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY04900
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01616313
IRS990PF/BalanceSheets/InvestmentsOtherBOY0963022
IRS990PF/BalanceSheets/InvestmentsOtherEOY01024649
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01015370
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY03017
IRS990PF/BalanceSheets/OtherLiabilitiesEOY03008
IRS990PF/BalanceSheets/PrepaidExpensesBOY04302
IRS990PF/BalanceSheets/PrepaidExpensesEOY03100
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV03100
IRS990PF/BalanceSheets/RetainedEarningsBOY01
IRS990PF/BalanceSheets/RetainedEarningsEOY03
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY09072
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY010577
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV010577
IRS990PF/BalanceSheets/TotalAssetsBOY0986561
IRS990PF/BalanceSheets/TotalAssetsEOY01046221
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02648355
IRS990PF/BalanceSheets/TotalLiabilitiesBOY0115478
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0117084
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0986561
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01046221
IRS990PF/BalanceSheets/TotalNetAssetsBOY0871083
IRS990PF/BalanceSheets/TotalNetAssetsEOY0929137
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses058054
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0929137
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0871083
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0929137
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0125213
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0125213
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0125213
IRS990PF/DistributableAmount/MinimumInvestmentReturn0128221
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03008
IRS990PF/DistributableAmount/TotalTax03008
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02556
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment03100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax03008
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02556
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment036
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03008
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03008
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension02500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments05600
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02648355
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02687494
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances015137
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02672357
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0123076
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0128221
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02564418
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02687494
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition25.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition35.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition45.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation0600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation1600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation2600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation3600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation4600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.16$1.19$0.18$0.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.16$1.20$0.26$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.16$1.13$0.21$0.19$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.17$1.11$0.21$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.16$1.10$0.20$0.19$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.16$1.08$0.20$0.19$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.15$1.07$0.18$0.19$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.14$1.08$0.20$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.14$1.05$0.15$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.14$1.07$0.23$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.14$1.00$0.19$0.17$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.14$0.98$0.21$0.16$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.11$0.92$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.05$0.12$0.93$0.15
2010Detailed filing. Detailed filing data is available for this year.$0.99$0.12$0.87$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $1M-$5M nonprofits