Civic Intelligence

North State Foundation Inc.

990PF • Fiscal year 2022 • EIN 26-1986674

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
PO Box 1415Smithfield, NC 27577

(919) 414-2515

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2022 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.00x

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

2022 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2022

Net Margin

64th percentile

35%

Higher net margin than 64% of similar nonprofits.

2022 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2022

Asset Growth

77th percentile

4.2%

Faster asset growth than 77% of similar nonprofits.

2022 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-80%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$1,222,106

Up $48,949 (+4.2%) from 2021

Net Assets

Up

$1,222,106

Up $48,949 (+4.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin64th percentile

Revenue

Down

$139,940

Down $573,132 (-80%) from 2021

Expenses

Up

$90,991

Up $37,827 (+71%) from 2021

Net Income

Down

$48,949

Down $610,959 (-93%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $204,424Liabilities 2011: $0Net Assets 2011: $204,4242011Assets 2012: $228,662Liabilities 2012: $0Net Assets 2012: $228,6622012Assets 2013: $356,416Liabilities 2013: $0Net Assets 2013: $356,4162013Assets 2014: $453,773Liabilities 2014: $0Net Assets 2014: $453,7732014Assets 2015: $672,449Liabilities 2015: $0Net Assets 2015: $672,4492015Assets 2016: $734,303Liabilities 2016: $0Net Assets 2016: $734,3032016Assets 2017: $843,996Liabilities 2017: $0Net Assets 2017: $843,9962017Assets 2018: $866,236Liabilities 2018: $0Net Assets 2018: $866,2362018Assets 2019: $954,961Liabilities 2019: $0Net Assets 2019: $954,9612019Assets 2020: $949,375Liabilities 2020: $0Net Assets 2020: $949,3752020Assets 2021: $1,173,157Liabilities 2021: $0Net Assets 2021: $1,173,1572021Assets 2022: $1,222,106Liabilities 2022: $0Net Assets 2022: $1,222,1062022

Highlighted filing

2022

Assets$1,222,106
Liabilities$0
Net Assets$1,222,106
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $10,8152011Expenses 2012: $9,6702012Revenue 2013: $142,757Expenses 2013: $9,529Net Income 2013: $133,2282013Revenue 2014: $201,090Expenses 2014: $16,330Net Income 2014: $184,7602014Revenue 2015: $426,648Expenses 2015: $15,518Net Income 2015: $411,1302015Revenue 2016: $198,833Expenses 2016: $35,293Net Income 2016: $163,5402016Revenue 2017: $199,311Expenses 2017: $41,105Net Income 2017: $158,2062017Revenue 2018: $75,511Expenses 2018: $53,271Net Income 2018: $22,2402018Revenue 2019: $141,094Expenses 2019: $52,369Net Income 2019: $88,7252019Revenue 2020: $54,226Expenses 2020: $59,812Net Income 2020: -$5,5862020Revenue 2021: $713,072Expenses 2021: $53,164Net Income 2021: $659,9082021Revenue 2022: $139,940Expenses 2022: $90,991Net Income 2022: $48,9492022

Highlighted filing

2022

Revenue$139,940
Expenses$90,991
Net Income$48,949
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLIVIA B HOLDINGPresident-$0--
CARSON H BRICESecretary-$0--
HOPE H BRYANTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
North State Foundation
EIN
26-1986674
Phone
9194142515
Address
PO BOX 1415, SMITHFIELD, NC 27577

Signing Officer

Name
Olivia B Holding
Title
President
Phone
9194142515
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker Pa
Address
4700 FALLS OF NEUSE ROAD, RALEIGH, NC 27609
Preparer
Caroline P Abbott CPA
Phone
9195717055
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NORFOLK SOUTHN CORP COMM 6 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NUCOR CORP 14 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ONEOK INC 26 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PAYCHEX INC 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PEAR TREE POLARIS 1633 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PEAR TREE POLARIS FOREIGN 4465 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PEPSICO INC 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PFIZER INC 23 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PHILLIP MORRIS INTL INC 27 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PPL CORP 38 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PROCTER & GAMBLE COMPANY 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PROSHARES TR DJ BROOFIELD GLOBAL INFRASTRUCTURE 255 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60QUEST DIAGNOSTICS INC 12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61REGIONS FINL CORP 104 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SNAP-ON TOOLS CORP 7 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TARGET CORP 8 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TE CONNECTIVITY LIMITED 13 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TIAA-CREF EMERGING MARKETS 3557 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNITEDHEALTH GROUP INC 3 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VANGAURD SCOTTSDALE FD VNG 360 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VERIZON COMMUNICATIONS INC 56 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WAL-MART INC 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WCM FOCUSED INTERNATIONAL GROWTH 2148 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71XCEL ENERGY INC 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ELEVANCE HEALTH INC 3 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73BROADCOM INC COM 4 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CBRE GROUP INC CL A 18 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75CIGNA CORP NEW USD 8 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76CONSTELLATION ENERGY CORP COM 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77META PLATFORM INC. 12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78GENERAL MTRS CO COM 34 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79INTERCONTINENTAL EXCHANGE INC COM 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80KIMBERLY CLARK CORP COM 12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MERCK & CO INC NEW COM 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MICROSOFT CORP COM 29 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83NETFLIX INC COM 8 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84NEXTERA ENERGY INC COM 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PRICE T ROWE GROUP INC COM 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86UNION PAC CORP COM 11 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SOUTHERN CO COM 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88INVESCO SMALL CAP VALUE FUND 253 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89DELAWARE SMALL CAP GROWTH FUND INST 551 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90ISHARES RUSSEL MID-CAP VALUE ETF 1237 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ISHARES RUSSEL MID-CAP GROWTH ETF 889 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ISHARES MSCI USA MIN VOL FACTOR ETF 1698 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ISHARES TR CORE MSCI EAFE ETF 583 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94J P MORGAN EXCHANGE TRADED FD US 1147 SHS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt021884
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt021884
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt021277
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0118663
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0139940
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0139940
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0118663
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt073500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt073500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021147
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021277
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt048949
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01052801
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0118663
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0128432
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09858
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09858
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0970
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt074050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt090991
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0139810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0139940
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011378
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0347850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1577216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-65290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt193168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt388426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-65290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt193168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt388426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0282560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1670384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt397498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AS REPORTED BY FIRST CITIZENS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AS REPORTED BY FIRST CITIZENS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AS REPORTED BY FIRST CITIZENS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SALE OF CONTRIBUTED AMAZON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0118663
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt048949
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01222106
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01173157
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01222106
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt073488
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt073488
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt073488
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt075273
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01785
IRS990PF/DistributableAmountGrp/TotalTaxAmt01785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03120
IRS990PF/FMVAssetsEOYAmt01309294
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,222,106
Liabilities
$0
Net assets
$1,222,106
Revenue
$139,940
Expenses
$90,991
Net income
$48,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.14$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.71$0.05$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.05$0.06$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.14$0.05$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.08$0.05$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.20$0.04$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.20$0.04$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.43$0.02$0.41
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.20$0.02$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.14$0.01$0.13
2012Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • $1M-$5M nonprofits