Civic Intelligence

Lucille and John B Dougherty Trust % Wells Fargo Bank Na

990PF • Fiscal year 2013 • EIN 26-1444071

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

Organization Profile
PO Drawer 91377805

(979) 776-3267

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

86th percentile

48%

Higher net margin than 86% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$74,759

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

65th percentile

6.9%

Faster asset growth than 65% of similar nonprofits.

2013 filings • $5M-$10M 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

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$5,192,971

Up $337,113 (+6.9%) from 2012

Net Assets

Up

$5,192,971

Up $337,113 (+6.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin86th percentile

Revenue

$659,342

No earlier filing loaded for comparison.

Expenses

Up

$341,215

Up $35,097 (+11%) from 2012

Net Income

$318,127

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,899,285Liabilities 2010: $0Net Assets 2010: $4,899,2852010Assets 2011: $4,877,968Liabilities 2011: $0Net Assets 2011: $4,877,9682011Assets 2012: $4,855,858Liabilities 2012: $0Net Assets 2012: $4,855,8582012Assets 2013: $5,192,971Liabilities 2013: $0Net Assets 2013: $5,192,9712013Assets 2014: $5,055,506Liabilities 2014: $0Net Assets 2014: $5,055,5062014Assets 2015: $4,818,124Liabilities 2015: $0Net Assets 2015: $4,818,1242015Assets 2016: $4,631,240Liabilities 2016: $0Net Assets 2016: $4,631,2402016Assets 2017: $4,519,331Liabilities 2017: $0Net Assets 2017: $4,519,3312017Assets 2018: $4,564,543Liabilities 2018: $0Net Assets 2018: $4,564,5432018Assets 2019: $4,437,376Liabilities 2019: $0Net Assets 2019: $4,437,3762019Assets 2020: $4,400,503Liabilities 2020: $0Net Assets 2020: $4,400,5032020Assets 2021: $4,494,551Liabilities 2021: $0Net Assets 2021: $4,494,5512021Assets 2022: $4,224,865Liabilities 2022: $0Net Assets 2022: $4,224,8652022Assets 2023: $4,135,191Liabilities 2023: $0Net Assets 2023: $4,135,1912023Assets 2024: $4,054,423Liabilities 2024: $0Net Assets 2024: $4,054,4232024

Highlighted filing

2013

Assets$5,192,971
Liabilities$0
Net Assets$5,192,971
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $224,8922010Expenses 2011: $258,4572011Expenses 2012: $306,1182012Revenue 2013: $659,342Expenses 2013: $341,215Net Income 2013: $318,1272013Revenue 2014: $235,225Expenses 2014: $376,800Net Income 2014: -$141,5752014Revenue 2015: $104,361Expenses 2015: $356,883Net Income 2015: -$252,5222015Revenue 2016: $167,689Expenses 2016: $370,796Net Income 2016: -$203,1072016Revenue 2017: $151,637Expenses 2017: $276,584Net Income 2017: -$124,9472017Revenue 2018: $249,697Expenses 2018: $212,279Net Income 2018: $37,4182018Revenue 2019: $170,692Expenses 2019: $306,860Net Income 2019: -$136,1682019Revenue 2020: $238,757Expenses 2020: $283,731Net Income 2020: -$44,9742020Revenue 2021: $380,345Expenses 2021: $293,840Net Income 2021: $86,5052021Revenue 2022: $59,927Expenses 2022: $327,881Net Income 2022: -$267,9542022Revenue 2023: $216,973Expenses 2023: $307,109Net Income 2023: -$90,1362023Revenue 2024: $209,731Expenses 2024: $289,838Net Income 2024: -$80,1072024

Highlighted filing

2013

Revenue$659,342
Expenses$341,215
Net Income$318,127
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 13, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteePT$74,759-$74,759
WILLIAM S THORNTONTrustee-$12,000-$12,000
Filing and Contact Details

Filer

EIN
26-1444071
Phone
9797763267

Signing Officer

Name
Kenneth Loke
Title
VP & Sr Trust Officer
Phone
9797763267
Signed
2014-08-13
Discuss with paid preparer
Yes

Preparer

Preparer
James D Ingram Iv
Phone
9797762600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CREDIT SUISSE COMMODITY RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DREYFUS EMERGING MARKETS DEBT LOCAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4DRIEHAUS ACTIVE INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5EATON VANCE GLOBAL MACRO ABSOLUTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FIDELITY ADVISORS EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GATEWAY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8GRIMES COUNTY, TX MINERALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES CORE S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES CORE S&P SMALL CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES S&P MID-CAP 400 GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES S&P MID-CAP 400 VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13LAUDUS MONDRIAN INTERNATIONAL FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MERGER FD SH BEN INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PIMCO FOREIGN BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16RIDGEWORTH SEIX HIGH YIELD BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17SPDR DJ WILSHIRE INTERNATIONAL REAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD INTERMEDIATE TERM B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD REIT VIPER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VANGUARD SHORT TERM BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt058437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1245261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt285562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3100986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4147997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt527178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt643469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt745431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt854065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt946598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1090469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11111141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1272760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13129399
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1487361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15131959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16172657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1786149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18160010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19143414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20178678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2187479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22609147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0124217
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0478723
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt056402
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0659342
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0659342
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03098
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03098
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0478723
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt021690
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt065069
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt086759
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0248500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0248500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0103917
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0124217
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0318127
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04133252
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0478723
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0571115
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt056402
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt056402
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02829
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0273288
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt067927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0341215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0639042
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0659342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024788
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt067927
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt092715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182011-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192011-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202011-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222011-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232009-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242009-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262009-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272009-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372008-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382008-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392010-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402010-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412010-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422010-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432010-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442010-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452008-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462008-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472010-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482012-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492012-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502012-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512011-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522011-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532011-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542011-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552006-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562006-11-16

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,192,971
Liabilities
$0
Net assets
$5,192,971
Revenue
$659,342
Expenses
$341,215
Net income
$318,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.21$0.29$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.22$0.31$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.06$0.33$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.38$0.29$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.24$0.28$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.17$0.31$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.25$0.21$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.15$0.28$0.12
2016Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.17$0.37$0.20
2015Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.10$0.36$0.25
2014Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.24$0.38$0.14
2013Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.66$0.34$0.32
2012Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.31
2011Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.26
2010Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $5M-$10M nonprofits