Civic Intelligence

Lucille and John B Dougherty Trust % Wells Fargo Bank Na

990PF • Fiscal year 2015 • EIN 26-1444071

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 08, 2016

Organization Profile
1 W 4th Street Mac D4000-041Winstonsalem, NC 27101

(979) 776-3267

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

3rd percentile

-242%

Higher net margin than 3% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$58,988

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 56.5% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

23rd percentile

-4.7%

Faster asset growth than 23% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,818,124

Down $237,382 (-4.7%) from 2014

Net Assets

Down

$4,818,124

Down $237,382 (-4.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin3rd percentile

Revenue

Down

$104,361

Down $130,864 (-56%) from 2014

Expenses

Down

$356,883

Down $19,917 (-5.3%) from 2014

Net Income

Down

-$252,522

Down $110,947 (-78%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2015

Assets$4,818,124
Liabilities$0
Net Assets$4,818,124
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

2015

Revenue$104,361
Expenses$356,883
Net Income-$252,522
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteePT$58,988-$58,988
WILLIAM S THORNTONTrustee-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Lucille and John B Dougherty Trust
EIN
26-1444071
Phone
9797763267
Address
1 W 4TH STREET MAC D4000-041, WINSTONSALEM, NC 27101

Signing Officer

Name
Stacey Ashton
Title
AVP; FIDUCIARY TAX LIAISON
Phone
9797763267
Signed
2016-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Ingram Wallis & Company PC
Address
2100 East Villa Maria Rd Ste 100, Bryan, TX 77802
Preparer
James D Ingram IV
Phone
9797762600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7E TRACS ALERIAN MLP INFRASTRUCTURE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8EATON VANCE GLOBAL MACRO ABSOLUTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIDELITY ADVISORS EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GAI AGILITY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GRIMES COUNTY, TX MINERALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES CORE S&P SMALL CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ISHARES S&P MID-CAP 400 GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES S&P MID-CAP 400 VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15JPMORGAN HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PIMCO FOREIGN BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PRINCIPAL PREFERRED SECURITIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SPDR DJ WILSHIRE INTERNATIONAL REAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19T ROWE PRICE INSTITUTIONAL FLOAT RATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20T ROWE PRICE REAL ESTATE FUND #122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21THE MERGER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24VANGUARD REIT VIPER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt078662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1101427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2151248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt386084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4114386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt567681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6105321
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt769455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt894779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9116148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10152222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1192692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12130480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1376939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14227602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15131391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1666906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17141786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18144666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1951984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20100972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2139199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22277750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23117004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24153002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0131854
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-75444
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt047951
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0104361
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0104361
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02782
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02782
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt017747
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt053241
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt070988
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0271000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0271000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0131463
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0131854
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-252522
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01833138
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-75444
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0119310
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03476
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03476
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt047951
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt047951
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05250
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03387
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0296779
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt060104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0356883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0179414
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0104361
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025779
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt060104
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt085883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232014-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352014-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412012-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472014-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482014-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492015-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512014-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552013-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562013-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592014-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602015-05-05

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,818,124
Liabilities
$0
Net assets
$4,818,124
Revenue
$104,361
Expenses
$356,883
Net income
-$252,522
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. 2015 filings • $1M-$5M nonprofits