Civic Intelligence

Hensley Charitable Trust

990PF • Fiscal year 2014 • EIN 26-6036647

Oct 01, 2013 to Sep 30, 2014 • Filed on Oct 16, 2014

C/O SMBT 51 Pearl St49036

(517) 279-5503

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.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

49th percentile

2.9%

Higher net margin than 49% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$14,458

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

39th percentile

-0.5%

Faster asset growth than 39% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$2,202,574

Down $11,049 (-0.5%) from 2013

Net Assets

Down

$2,202,574

Down $11,049 (-0.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$116,859

No earlier filing loaded for comparison.

Expenses

Up

$113,477

Up $15,898 (+16%) from 2013

Net Income

$3,382

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.

$3.0M$2.0M$1.0M$0Assets 2011: $2,146,918Liabilities 2011: $0Net Assets 2011: $2,146,9182011Assets 2012: $2,171,047Liabilities 2012: $0Net Assets 2012: $2,171,0472012Assets 2013: $2,213,623Liabilities 2013: $0Net Assets 2013: $2,213,6232013Assets 2014: $2,202,574Liabilities 2014: $0Net Assets 2014: $2,202,5742014Assets 2015: $2,222,235Liabilities 2015: $0Net Assets 2015: $2,222,2352015Assets 2016: $2,178,983Liabilities 2016: $0Net Assets 2016: $2,178,9832016Assets 2017: $2,162,263Liabilities 2017: $0Net Assets 2017: $2,162,2632017Assets 2018: $2,124,101Liabilities 2018: $0Net Assets 2018: $2,124,1012018Assets 2019: $2,069,166Liabilities 2019: $0Net Assets 2019: $2,069,1662019Assets 2020: $2,057,398Liabilities 2020: $0Net Assets 2020: $2,057,3982020Assets 2021: $2,149,637Liabilities 2021: $0Net Assets 2021: $2,149,6372021Assets 2022: $2,060,988Liabilities 2022: $0Net Assets 2022: $2,060,9882022Assets 2023: $2,065,627Liabilities 2023: $0Net Assets 2023: $2,065,6272023Assets 2024: $2,068,300Liabilities 2024: $0Net Assets 2024: $2,068,3002024Assets 2025: $2,024,136Liabilities 2025: $0Net Assets 2025: $2,024,1362025

Highlighted filing

2014

Assets$2,202,574
Liabilities$0
Net Assets$2,202,574

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $105,4072011Expenses 2012: $74,9522012Expenses 2013: $97,5792013Revenue 2014: $116,859Expenses 2014: $113,477Net Income 2014: $3,3822014Revenue 2015: $98,892Expenses 2015: $111,308Net Income 2015: -$12,4162015Revenue 2016: $100,351Expenses 2016: $126,278Net Income 2016: -$25,9272016Revenue 2017: $67,445Expenses 2017: $105,235Net Income 2017: -$37,7902017Revenue 2018: $58,199Expenses 2018: $99,769Net Income 2018: -$41,5702018Revenue 2019: $54,765Expenses 2019: $95,603Net Income 2019: -$40,8382019Revenue 2020: $95,058Expenses 2020: $79,563Net Income 2020: $15,4952020Revenue 2021: $162,629Expenses 2021: $81,893Net Income 2021: $80,7362021Revenue 2022: $19,273Expenses 2022: $88,134Net Income 2022: -$68,8612022Revenue 2023: $99,813Expenses 2023: $102,778Net Income 2023: -$2,9652023Revenue 2024: $86,087Expenses 2024: $95,946Net Income 2024: -$9,8592024Revenue 2025: $81,850Expenses 2025: $106,540Net Income 2025: -$24,6902025

Highlighted filing

2014

Revenue$116,859
Expenses$113,477
Net Income$3,382
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Oct 16, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$14,458-$14,458
Filing and Contact Details

Filer

EIN
26-6036647
Phone
5172795503

Signing Officer

Name
Susan White
Title
Trustee
Signed
2014-10-16
Discuss with paid preparer
No

Preparer

Preparer
James Gordon
Phone
5172786100
Raw XML AppendixShowing 400 of 931 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt10P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt11P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt12P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt13P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt14P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt15P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt16P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt17P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt34P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt40P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402014-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt017
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1584
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2430
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt44078
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt55058
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt63710
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt72942
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-583
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-7410
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10101
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-3807
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12588
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13513
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt143096
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-13
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt162585
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-563
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18778
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt192791
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20606
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21419
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22888
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt232397
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24-1523
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt253183
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26371
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27164
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28545
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29282
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30421
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt311091
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32-72
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33-28
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34689
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt35761
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36161
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt37155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt38716
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt39-198
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt40-4065
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt41-9045
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01176364
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01143424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0815183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0951115
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0102918
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0108717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt058697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REIT investments
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt055152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0103098
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt013752
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0116859
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0116859
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0860
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0860
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013752
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt014458
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt014458
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt095898
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt095898
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0103098
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0103098
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03382
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0373738
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013752
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt099280
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02261
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt095898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0113477
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0116859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0116859
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017579
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112010-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-01-05

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.11$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.02$0.09$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.16$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.10$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.05$0.10$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.07$0.11$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.10$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.10$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.12$0.11$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.10
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.07
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits