Civic Intelligence

Sustainable Arts Foundation

990PF • Fiscal year 2019 • EIN 26-3373919

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 05, 2020

Organization Profile
1032 Irving Street No 609San Francisco, CA 94122

(415) 683-5859

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

38th percentile

-1.3%

Higher net margin than 38% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.4%

Faster asset growth than 38% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,756,629

Down $7,730 (-0.4%) from 2018

Net Assets

Down

$1,756,629

Down $7,730 (-0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin38th percentile

Revenue

Down

$214,495

Down $496,542 (-70%) from 2018

Expenses

Down

$217,225

Down $39,011 (-15%) from 2018

Net Income

Down

-$2,730

Down $457,531 (-101%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,339,187Liabilities 2010: $0Net Assets 2010: $1,339,1872010Assets 2014: $1,195,554Liabilities 2014: $0Net Assets 2014: $1,195,5542014Assets 2015: $1,422,622Liabilities 2015: $0Net Assets 2015: $1,422,6222015Assets 2016: $1,335,448Liabilities 2016: $0Net Assets 2016: $1,335,4482016Assets 2017: $1,305,058Liabilities 2017: $0Net Assets 2017: $1,305,0582017Assets 2018: $1,764,359Liabilities 2018: $0Net Assets 2018: $1,764,3592018Assets 2019: $1,756,629Liabilities 2019: $0Net Assets 2019: $1,756,6292019Assets 2020: $1,866,337Liabilities 2020: $0Net Assets 2020: $1,866,3372020Assets 2021: $1,985,107Liabilities 2021: $0Net Assets 2021: $1,985,1072021Assets 2022: $1,493,355Liabilities 2022: $0Net Assets 2022: $1,493,3552022Assets 2023: $524,259Liabilities 2023: $0Net Assets 2023: $524,2592023Assets 2024: $119,904Liabilities 2024: $0Net Assets 2024: $119,9042024

Highlighted filing

2019

Assets$1,756,629
Liabilities$0
Net Assets$1,756,629
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $83,3222010Revenue 2014: $330,598Expenses 2014: $195,988Net Income 2014: $134,6102014Revenue 2015: $499,361Expenses 2015: $206,121Net Income 2015: $293,2402015Revenue 2016: $157,002Expenses 2016: $245,540Net Income 2016: -$88,5382016Revenue 2017: $201,581Expenses 2017: $236,746Net Income 2017: -$35,1652017Revenue 2018: $711,037Expenses 2018: $256,236Net Income 2018: $454,8012018Revenue 2019: $214,495Expenses 2019: $217,225Net Income 2019: -$2,7302019Revenue 2020: $353,810Expenses 2020: $244,102Net Income 2020: $109,7082020Revenue 2021: $247,974Expenses 2021: $222,968Net Income 2021: $25,0062021Revenue 2022: $159,389Expenses 2022: $246,388Net Income 2022: -$86,9992022Revenue 2023: -$118,585Expenses 2023: $1,101,068Net Income 2023: -$1,219,6532023Revenue 2024: $23,457Expenses 2024: $427,812Net Income 2024: -$404,3552024

Highlighted filing

2019

Revenue$214,495
Expenses$217,225
Net Income-$2,730
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 5, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY GRANTCo-DirectorPT$0--
CAROLINE GRANTCo-DirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantABRONS ARTS CENTER2019 RESIDENCY GRANTPCNEW YORK, NY, US$6,000
Paid GrantFRACTURED ATLAS2019 RESIDENCY GRANTPCNEW YORK, NY, US$6,000
Paid GrantGALLERY AFERRO2019 RESIDENCY GRANTPCNEWARK, NJ, US$6,000
Paid GrantMARBLE HOUSE PROJECT2019 RESIDENCY GRANTPCDORSET, VT, US$6,000
Paid GrantMARTHAS VINEYARD INST OF CREATIVE WRITING2019 RESIDENCY GRANTPCAQUINNAH, MA, US$6,000
Paid GrantPOPPS PACKING2019 RESIDENCY GRANTPCHAMTRAMCK, MI, US$6,000
Paid GrantSPACE ON RYDER FARM2019 RESIDENCY GRANTPCNEW YORK, NY, US$6,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid GrantKALA ART INSTITUTE2019 RESIDENCY GRANTPCBERKELEY, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid GrantSANTA FE ART INSTITUTE2019 RESIDENCY GRANTPCSANTA FE, NM, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid Grant-2019 AWARD WINNERICO SUSTAINABLE ARTS, CA, US$5,000
Paid GrantBROOKLYN ARTS EXCHANGE2019 RESIDENCY GRANTPCBROOKLYN, NY, US$4,000
Paid GrantSHUNPIKEFISCAL SPONSOR FOR: MINERAL SCHOOLPCSEATTLE, WA, US$4,000
Paid GrantBOULDER ENSEMBLE THEATRE COMPANY2019 RESIDENCY GRANTPCBOULDER, CO, US$3,000
Paid GrantHEWNOAKS ARTIST COLONY2019 RESIDENCY GRANTPCPOLAND, ME, US$3,000
Paid GrantMOUNT TREMPER ARTS2019 RESIDENCY GRANTPCMOUNT TREMPER, NY, US$3,000
Paid GrantELSEWHERE INC2019 RESIDENCY GRANTPCPAONIA, CO, US$2,000
Paid GrantHELENE JOHNSON FOUNDATION FOR ARTISTS2019 RESIDENCY GRANTPCNEW YORK, NY, US$1,800
Paid GrantMARILYN SNOW HOUSE FOUNDATION2019 RESIDENCY GRANTSO III FICUTTYHUNK, MA, US$1,750
Paid GrantGOOD HART ARTIST RESIDENCY2019 RESIDENCY GRANTPCHARBOR SPRINGS, MI, US$1,500
Paid GrantWATKINS COLLEGE OF ART2019 RESIDENCY GRANTPCNASHVILLE, TN, US$1,185
Paid GrantALLIANCE OF ARTISTS COMMUNITIESGENERAL BUDGETPCNEW YORK, NY, US$500
Paid GrantALLIANCE OF ARTISTS COMMUNITIES2019 CONFERENCE PARENT ARTIST STIPENDSPCNEW YORK, NY, US$400
Filing and Contact Details

Filer

Filer Name
Sustainable Arts Foundation
EIN
26-3373919
Phone
4156835859
Address
1032 IRVING STREET NO 609, SAN FRANCISCO, CA 94122

Signing Officer

Name
Anthony Grant
Title
Co-director
Phone
4156835859
Signed
2020-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Squar Milner Llp
Address
135 MAIN STREET 9TH FLOOR, SAN FRANCISCO, CA 94105-1815
Preparer
Joua Lo
Phone
4157812500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BOSTON TRUST SMALL CAP (62.742)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BOSTON TRUST SMALL CAP (1,041.308)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BOSTON TRUST SMALL CAP (71.5220)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BOSTON TRUST SMALL CAP (913.9090)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BOSTON TRUST SMALL CAP (0.6470)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BOSTON TRUST SMALL CAP (306.0130)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CALAMOS DYNAMIC CONVERTI (2,500)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CALAMOS DYNAMIC CONVERTI (900)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CAPSTEAD MORTGAGE CP (2,100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CAPSTEAD MORTGAGE CP (3,400)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CAPSTEAD MORTGAGE CP (4,210)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CIGNA CORP (78)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CISCO SYSTEMS INC.(800)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CVS CAREMARK CORP (400)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CVS CAREMARK CORP (167)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DANAHER CORP (250)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DOUBLELINE INC SOLUTIONS (150)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DOUBLELINE INC SOLUTIONS (2,000)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DOUBLELINE INC SOLUTIONS (1,950)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DOUBLELINE INC SOLUTIONS (1,050)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DOUBLELINE INC SOLUTIONS (750)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37EATON VANCE LTD DURATION (2,180)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EATON VANCE LTD DURATION (1,070)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EATON VANCE LTD DURATION (750)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EATON VANCE LTD DURATION (100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EATON VANCE LTD DURATION (1,400)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EATON VANCE TAX MAN GL D (2,400)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EATON VANCE TAX MAN GL D (1,700)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44EATON VANCE TAX MAN GL D (2,100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EATON VANCE TAX MAN GL D (3,000)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FIDELITY NATL INFO SVCS (250)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FISERV INC. (270)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FLAHERTY CRUMRINE PREF I (1,200)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FLAHERTY CRUMRINE PREF I (1,800)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FLAHERTY CRUMRINE PREF I (750)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FORD MOTOR COMPANY (1,000)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GUGGENHEIM ENHANCED EQUI (5,800)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GUGGENHEIM ENHANCED EQUI (2,250)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GUGGENHEIM ENHANCED EQUI (1,000)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GUGGENHEIM ENHANCED EQUI (1,500)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56GUGGENHEIM STRATEGIC OPP (2,500)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57GUGGENHEIM STRATEGIC OPP (1,000)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58GUGGENHEIM STRATEGIC OPP (1,000)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59KONTOOR BRANDS INC (57)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LAZARD EMRG MKTS (1833.668)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LAZARD EMRG MKTS EQTY (37.173)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LAZARD EMRG MKTS EQTY (76.998)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LAZARD EMRG MKTS EQTY (12.756)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LAZARD EMRG MKTS EQTY (39.405)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LINDE PLC (150)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MEDTRONIC PLC (143)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MICROSOFT CORP. (500)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NIKE INC. (400)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NUVEEN SHORT DURATION CR (3,000)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NUVEEN SHORT DURATION CR (600)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ORACLE CORPORATION (700)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PIMCO DYNAMIC CREDIT INC (600)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PIMCO DYNAMIC CREDIT INC (450)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PIMCO DYNAMIC CREDIT INC (1,800)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PIMCO DYNAMIC CREDIT INC (950)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76T J X COS INC. (800)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TARGET CORPORATION (300)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UNITEDHEALTH GROUP INC. (50)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79UNITEDHEALTH GROUP INC. (150)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80V F CORPORATION (400)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VIRTUS GLOBAL MULTI SECT (3,300)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VIRTUS GLOBAL MULTI SECT (1,500)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VIRTUS GLOBAL MULTI SECT (1,600)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VIRTUS SEIX FLOAT (9,000)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VISA INC (220)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WALGREEN COMPANY (250)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WESTERN UNION COMPANY (600)
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0103791
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt080429
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0APPLICATION FEES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt020000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0204220
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0204220
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04269
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04269
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt080429
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0178135
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0178135
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010275
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0101153
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0103791
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2730
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0223309
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt080429
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0177313
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025371
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025446
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0208129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04269
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0217225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0181582
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0214495
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029994
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04269
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt039090
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04623
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0142880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt076050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt076050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0218930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt080429
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2730
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01761629
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01764359
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01756629
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0102424
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0102424
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0102424
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0105970
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03546
IRS990PF/DistributableAmountGrp/TotalTaxAmt03546
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03546
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03546
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03546
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03760
IRS990PF/FMVAssetsEOYAmt02323588
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt075032
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0102787
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0102787
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt051898
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt025805
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01637429
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01628609
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02194996
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01764359
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01756629
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01764359
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01756629
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02323588
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01764359
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01756629
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01764359
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01756629
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02151665
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059672
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02091993
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032275
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0105970
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02119390
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02151665
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,756,629
Liabilities
$0
Net assets
$1,756,629
Revenue
$214,495
Expenses
$217,225
Net income
-$2,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.02$0.43$0.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.12$1.10$1.22
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.16$0.25$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.25$0.22$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.35$0.24$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.21$0.22$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.71$0.26$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.20$0.24$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.16$0.25$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.50$0.21$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.33$0.20$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $1M-$5M nonprofits