Civic Intelligence

Impactassets Inc.

990T • Fiscal year 2021 • EIN 26-2048480

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.IMPACTASSETS.ORG

View Organization Page

4340 East West Highway 210Bethesda, MD 20814

(855) 482-2946

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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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.

$4.0B$3.0B$2.0B$1.0B$0Assets 2010: $23,618,329Liabilities 2010: $23,482Net Assets 2010: $23,594,8472010Assets 2012: $80,867,661Liabilities 2012: $3,089,685Net Assets 2012: $77,777,9762012Assets 2013: $96,733,140Liabilities 2013: $4,190,669Net Assets 2013: $92,542,4712013Assets 2014: $179,388,950Liabilities 2014: $3,108,859Net Assets 2014: $176,280,0912014Assets 2015: $266,481,023Liabilities 2015: $13,558,909Net Assets 2015: $252,922,1142015Assets 2016: $318,132,444Liabilities 2016: $13,447,808Net Assets 2016: $304,684,6362016Assets 2017: $423,233,659Liabilities 2017: $14,957,091Net Assets 2017: $408,276,5682017Assets 2018: $474,316,071Liabilities 2018: $15,301,927Net Assets 2018: $459,014,1442018Assets 2019: $1,129,447,893Liabilities 2019: $16,475,315Net Assets 2019: $1,112,972,5782019Assets 2020: $1,383,884,329Liabilities 2020: $29,745,490Net Assets 2020: $1,354,138,8392020Assets 2021: $2,184,359,966Liabilities 2021: $29,145,659Net Assets 2021: $2,155,214,3072021Assets 2022: $2,191,122,674Liabilities 2022: $31,879,968Net Assets 2022: $2,159,242,7062022Assets 2024: $3,002,686,264Liabilities 2024: $43,028,154Net Assets 2024: $2,959,658,1102024

Latest loaded filing

2024

Assets$3,002,686,264
Liabilities$43,028,154
Net Assets$2,959,658,110
Open 2024 Filing

Operations Trend

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

$800M$600M$400M$200M$0Expenses 2010: $446,1262010Expenses 2012: $8,597,9302012Revenue 2013: $32,975,030Expenses 2013: $22,118,176Net Income 2013: $10,856,8542013Revenue 2014: $109,485,998Expenses 2014: $24,956,918Net Income 2014: $84,529,0802014Revenue 2015: $115,045,966Expenses 2015: $30,871,190Net Income 2015: $84,174,7762015Revenue 2016: $63,840,269Expenses 2016: $30,281,278Net Income 2016: $33,558,9912016Revenue 2017: $131,779,929Expenses 2017: $42,540,942Net Income 2017: $89,238,9872017Revenue 2018: $219,620,965Expenses 2018: $152,600,901Net Income 2018: $67,020,0642018Revenue 2019: $734,781,486Expenses 2019: $114,731,627Net Income 2019: $620,049,8592019Revenue 2020: $396,643,138Expenses 2020: $198,467,861Net Income 2020: $198,175,2772020Revenue 2021: $717,988,041Expenses 2021: $218,647,123Net Income 2021: $499,340,9182021Revenue 2022: $382,327,423Expenses 2022: $243,930,414Net Income 2022: $138,397,0092022Revenue 2024: $680,266,004Expenses 2024: $627,276,057Net Income 2024: $52,989,9472024

Latest loaded filing

2024

Revenue$680,266,004
Expenses$627,276,057
Net Income$52,989,947
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

Impactassets,inc. Encourages the investment of charitable assets in, and grant making to, projects and enterprises that impact society in a positive manner through activities including, but not limited to, maintaining educational, investor, donor and administrative programs that enable a broad base of society to participate in such activities.

Filing and Contact Details

Filer

Filer Name
Impactassetsinc
EIN
26-2048480
Phone
8554822946
Address
4340 EAST WEST HIGHWAY 210, BETHESDA, MD 20814

Signing Officer

Name
Margret Trilli
Title
CEO & CIO
Phone
8554822946
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS ROAD SUITE 1500, RALEIGH, NC 27609
Preparer
J Calvin Marks
Phone
9197196400
Raw XML Appendix88 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
IRS990T/AvlblPre2018NOLCarryoverAmt01878927
IRS990T/BooksInCareOfDetail/PersonNm0ALICE LOWENSTEIN
IRS990T/BooksInCareOfDetail/PhoneNum08554822946
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt04340 EAST WEST HIGHWAY NO 210
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BETHESDA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd020814
IRS990T/BookValueAssetsEOYAmt02184359966
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt04110835
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt036500
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt05215
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt041715
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1967384
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-1967384
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-1967384
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT INCOME FROM PARTNERSHIP INTEREST.
IRS990TScheduleA/UBIBeforeNOLDedAmt0-2009099
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-2009099
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGRET TRILLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO & CIO
ReturnHeader/BusinessOfficerGrp/PhoneNum08554822946
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IMPACTASSETSINC
ReturnHeader/Filer/BusinessNameControlTxt0IMPA
ReturnHeader/Filer/EIN0262048480
ReturnHeader/Filer/PhoneNum08554822946
ReturnHeader/Filer/USAddress/AddressLine1Txt04340 EAST WEST HIGHWAY 210
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020814
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521446779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON LAMBERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04242 SIX FORKS ROAD SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09197196400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J CALVIN MARKS
ReturnHeader/ReturnTs02022-11-11T19:14:40-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGRET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRILLI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,003$43.0$2,960$680$627$53.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,191$31.9$2,159$382$244$138
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,184$29.1$2,155$718$219$499
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,384$29.7$1,354$397$198$198
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,129$16.5$1,113$735$115$620
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$474$15.3$459$220$153$67.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$423$15.0$408$132$42.5$89.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$318$13.4$305$63.8$30.3$33.6
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$266$13.6$253$115$30.9$84.2
2014Detailed filing. Detailed filing data is available for this year.$179$3.11$176$109$25.0$84.5
2013Detailed filing. Detailed filing data is available for this year.$96.7$4.19$92.5$33.0$22.1$10.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.9$3.09$77.8$8.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$0.02$23.6$0.45