Civic Intelligence

Anna M Guilander Scholarship Trust

990PF • Fiscal year 2015 • EIN 27-1847433

Oct 01, 2014 to Sep 30, 2015 • Filed on Nov 10, 2015

Organization Profile
135 N Meramec 3rd FLClayton, MO 63105

(314) 889-1024

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

9th percentile

-60%

Higher net margin than 9% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

33rd percentile

$43,215

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

33rd percentile

-2.4%

Faster asset growth than 33% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

11%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$5,166,949

Down $127,654 (-2.4%) from 2014

Net Assets

Down

$5,166,949

Down $127,654 (-2.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin9th percentile

Revenue

Up

$212,322

Up $21,080 (+11%) from 2014

Expenses

Down

$339,976

Down $2,506 (-0.7%) from 2014

Net Income

Up

-$127,654

Up $23,586 (+16%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,417,363Liabilities 2012: $0Net Assets 2012: $4,417,3632012Assets 2013: $5,445,843Liabilities 2013: $0Net Assets 2013: $5,445,8432013Assets 2014: $5,294,603Liabilities 2014: $0Net Assets 2014: $5,294,6032014Assets 2015: $5,166,949Liabilities 2015: $0Net Assets 2015: $5,166,9492015Assets 2017: $4,885,569Liabilities 2017: $0Net Assets 2017: $4,885,5692017Assets 2018: $4,794,544Liabilities 2018: $0Net Assets 2018: $4,794,5442018Assets 2019: $4,661,187Liabilities 2019: $0Net Assets 2019: $4,661,1872019Assets 2021: $4,336,048Liabilities 2021: $0Net Assets 2021: $4,336,0482021Assets 2022: $4,275,682Liabilities 2022: $0Net Assets 2022: $4,275,6822022Assets 2025: $3,891,042Liabilities 2025: $0Net Assets 2025: $3,891,0422025

Highlighted filing

2015

Assets$5,166,949
Liabilities$0
Net Assets$5,166,949
Open 2015 Filing

Operations Trend

Revenue Growth68th percentile

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

$400K$200K$0-$200KExpenses 2012: $305,6322012Expenses 2013: $327,1122013Revenue 2014: $191,242Expenses 2014: $342,482Net Income 2014: -$151,2402014Revenue 2015: $212,322Expenses 2015: $339,976Net Income 2015: -$127,6542015Revenue 2017: $154,842Expenses 2017: $309,602Net Income 2017: -$154,7602017Revenue 2018: $230,256Expenses 2018: $325,358Net Income 2018: -$95,1022018Revenue 2019: $142,980Expenses 2019: $328,068Net Income 2019: -$185,0882019Revenue 2021: $266,630Expenses 2021: $309,207Net Income 2021: -$42,5772021Revenue 2022: $235,716Expenses 2022: $324,317Net Income 2022: -$88,6012022Revenue 2025: $214,934Expenses 2025: $293,448Net Income 2025: -$78,5142025

Highlighted filing

2015

Revenue$212,322
Expenses$339,976
Net Income-$127,654
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL BASTIANCo-Trustee-$43,215-$43,215
ROBERT E GUILANDERCo-Trustee-$10,804-$10,804
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$13,132
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$10,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$10,000
Paid Grant-SCHOLARSHIPIDOW, IL, US$6,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$6,000
Paid Grant-SCHOLARSHIPIELSAH, IL, US$6,000
Paid Grant-SCHOLARSHIPIBRIGHTON, IL, US$6,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$6,000
Paid Grant-SCHOLARSHIPIJerseyville, IL, US$6,000
Paid Grant-SCHOLARSHIPIJerseyvillE, IL, US$6,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$6,000
Paid Grant-SCHOLARSHIPIJerseyville, IL, US$6,000
Paid Grant-SCHOLARSHIPIELSAH, IL, US$5,000
Paid Grant-SCHOLARSHIPICHICAGO, IL, US$5,000
Paid Grant-SCHOLARSHIPIDOW, IL, US$5,000
Paid Grant-SCHOLARSHIPIGRAFTON, IL, US$5,000
Paid Grant-SCHOLARSHIPIDOW, IL, US$5,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$5,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$5,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$5,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$5,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$5,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$5,000
Paid Grant-SCHOLARSHIPIBRIGHTON, IL, US$5,000
Paid Grant-SCHOLARSHIPIPiasa, IL, US$5,000
Paid Grant-SCHOLARSHIPIJerseyville, IL, US$5,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$5,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$5,000
Paid Grant-SCHOLARSHIPIWATERVALLEY, MS, US$5,000
Paid Grant-SCHOLARSHIPIBRIGHTON, IL, US$5,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$5,000
Paid Grant-SCHOLARSHIPIDOW, IL, US$5,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$4,930
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$4,010
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$4,000
Paid Grant-SCHOLARSHIPIGRAFTON, IL, US$4,000
Paid Grant-SCHOLARSHIPIGRAFTON, IL, US$4,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$4,000
Paid Grant-SCHOLARSHIPIELSAH, IL, US$4,000
Paid Grant-SCHOLARSHIPIELSAH, IL, US$4,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$4,000
Paid Grant-SCHOLARSHIPIJerseyville, IL, US$4,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$4,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$4,000
Paid Grant-SCHOLARSHIPIEDWARDSVILLE, IL, US$3,100
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$3,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$3,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$3,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$3,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$3,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$2,500
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$2,500
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$2,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$2,000
Paid Grant-SCHOLARSHIPIJerseyville, IL, US$2,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$2,000
Paid Grant-SCHOLARSHIPIJerseyville, IL, US$2,000
Paid Grant-SCHOLARSHIPIGRAFTON, IL, US$2,000
Paid Grant-SCHOLARSHIPIJerseyville, IL, US$2,000
Paid Grant-SCHOLARSHIPIJerseyville, IL, US$2,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$2,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$2,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$2,000
Paid Grant-SCHOLARSHIPIJERSEYVILLE, IL, US$1,900
Paid Grant-SCHOLARSHIPIROLLA, MO, US$1,100
Filing and Contact Details

Filer

Filer Name
Anna M Guilander Scholarship Trust
EIN
27-1847433
Phone
3148891024
Address
135 N MERAMEC 3RD FL, CLAYTON, MO 63105

Signing Officer

Name
Jill Bastian
Title
Co-trustee
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Timmermann & Company LTD
Address
105 S 4th Street, Vandalia, IL 62471
Preparer
Dale Timmermann
Phone
6182832371
Raw XML AppendixShowing 400 of 1,189 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt177418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2215845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3100310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4138541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5314940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6170238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7210751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8655872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9118808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1091796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1163483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1284517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1393104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14660233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15185170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16184702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1796411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1895516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1954180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2023436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2167732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2282157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2364577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2460166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2568180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2615350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2745873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2834374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29178989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0141133
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt040188
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06754
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1SCHOLARSHIP REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt021747
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt12500
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0188075
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt024247
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0212322
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0147887
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt040188
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt054019
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt054019
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0284172
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0284172
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0141133
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0141133
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0141133
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-127654
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0571708
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt06754
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06754
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06754
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt040188
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0132271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt024247
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0385
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0385
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0147887
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0284172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt055804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0339976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0188075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0212322
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055804
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt055804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112010-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt017229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1218745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt635000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt852300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt952110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1062670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1135000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1318138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1426702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-73
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt139862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-1702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-73
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt139862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-1702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2217901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt734225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt952580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1052580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1163018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1234624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1428000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1450 AMERICAN ELEC PWR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc221114.413 DFA DIMENSIONAL 1 YR FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc349.171 DFA DIMENSIONAL 1 YR FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4175.6110 DFA DIMENSIONAL 1 YR FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5112.877 DFA DIMENSIONAL 1 YR FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc614.11 DFA DIMENSIONAL 1 YR FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73524.673 FIDELITY ADV FLOATING RATE HI INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8502.513 FIDELITY ADV FLOATING RATE HI INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9500 ISHARES BARCLAY 1-3 YEAR CREDIT BOND FUN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10500 ISHARES BARCLAY 1-3 YEAR CREDIT BOND FUN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11600 ISHARES BARCLAY 1-3 YEAR CREDIT BOND FUN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123417.969 T ROWE PRICE INST FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13486.381 T ROWE PRICE INST FLOATING RATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14250.492 VANGUARD REIT INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1525000 WAL-MART STORES 4.5% DUE 7/1/15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-01-20

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Filings

Displayed year

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

Open filing
Assets
$5,166,949
Liabilities
$0
Net assets
$5,166,949
Revenue
$212,322
Expenses
$339,976
Net income
-$127,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.21$0.29$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.00$4.28$0.24$0.32$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$0.27$0.31$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.14$0.33$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.23$0.33$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.00$4.89$0.15$0.31$0.15
2015Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.21$0.34$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.19$0.34$0.15
2013Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.33
2012Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.31
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $5M-$10M nonprofits