Civic Intelligence

Priory Fund

990T • Fiscal year 2023 • EIN 27-4014193

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
1482 East Valley Road 678Montecito, CA 93108

(805) 565-1413

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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.

$20M$15M$10M$5.0M$0Assets 2012: $3,593,951Liabilities 2012: $55,802Net Assets 2012: $3,538,1492012Assets 2014: $5,845,943Liabilities 2014: $102,385Net Assets 2014: $5,743,5582014Assets 2015: $12,858,151Liabilities 2015: $0Net Assets 2015: $12,858,1512015Assets 2016: $12,398,116Liabilities 2016: $7,085Net Assets 2016: $12,391,0312016Assets 2017: $12,748,181Liabilities 2017: $0Net Assets 2017: $12,748,1812017Assets 2018: $12,543,980Liabilities 2018: $0Net Assets 2018: $12,543,9802018Assets 2019: $12,012,694Liabilities 2019: $0Net Assets 2019: $12,012,6942019Assets 2020: $14,040,103Liabilities 2020: $0Net Assets 2020: $14,040,1032020Assets 2021: $18,091,517Liabilities 2021: $0Net Assets 2021: $18,091,5172021Assets 2022: $16,629,730Liabilities 2022: $0Net Assets 2022: $16,629,7302022Assets 2023: $16,929,829Liabilities 2023: $0Net Assets 2023: $16,929,8292023Assets 2024: $16,371,683Liabilities 2024: $0Net Assets 2024: $16,371,6832024

Latest loaded filing

2024

Assets$16,371,683
Liabilities$0
Net Assets$16,371,683
Open 2024 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2012: $318,1322012Revenue 2014: $6,890,524Expenses 2014: $296,716Net Income 2014: $6,593,8082014Revenue 2015: $7,692,138Expenses 2015: $577,545Net Income 2015: $7,114,5932015Revenue 2016: $472,395Expenses 2016: $805,286Net Income 2016: -$332,8912016Revenue 2017: $1,343,758Expenses 2017: $841,383Net Income 2017: $502,3752017Revenue 2018: $867,038Expenses 2018: $963,625Net Income 2018: -$96,5872018Revenue 2019: $663,462Expenses 2019: $925,170Net Income 2019: -$261,7082019Revenue 2020: $4,523,992Expenses 2020: $838,206Net Income 2020: $3,685,7862020Revenue 2021: $7,280,804Expenses 2021: $1,122,585Net Income 2021: $6,158,2192021Revenue 2022: $587,661Expenses 2022: $1,077,075Net Income 2022: -$489,4142022Revenue 2023: $476,761Expenses 2023: $1,153,142Net Income 2023: -$676,3812023Revenue 2024: $801,879Expenses 2024: $1,339,194Net Income 2024: -$537,3152024

Latest loaded filing

2024

Revenue$801,879
Expenses$1,339,194
Net Income-$537,315
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Priory Fund
EIN
27-4014193
Phone
8055651413
Address
1482 EAST VALLEY ROAD 678, MONTECITO, CA 93108

Signing Officer

Name
Edward Mckinley
Title
President
Phone
8055651413
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8390 EAST CRESCENT PARKWAY SUITE, 300, GREENWOOD VILLAGE, CO 80111
Preparer
Becky Dettmann CPA
Phone
3037795710
Raw XML Appendix100 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
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IRS1120ScheduleD/NetCapitalGainAmt015405
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt015405
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt015405
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt013557
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt11848
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0WP XII PARTNERS (CAYMAN INTERNATIONAL) L
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1WP XII PARTNERS (CAYMAN) LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt015405
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt01552
IRS990T/BooksInCareOfDetail/PersonNm0EDWARD MCKINLEY
IRS990T/BooksInCareOfDetail/PhoneNum08055651413
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01482 EAST VALLEY ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MONTECITO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd093108
IRS990T/BookValueAssetsEOYAmt016929829
IRS990T/CharitableContributionsDedAmt0776
IRS990T/ESPenaltyAmt085
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IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt015405
IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt0UPDATED THE BUSINESS ACTIVITY CODE TO 901101 AS A MORE ACCURATE REPRESENTATION OF THE BUSINESS ACTIVITY BEING REPORTED.
IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum0C
IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum0SCH A
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt02500
IRS990TScheduleA/OtherIncomeAmt01032
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalDeductionsAmt02500
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-5177
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt011260
IRS990TScheduleA/TotUnrltTrdBusIncmAmt011260
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0QUALIFYING PARTNERSHIP INTERESTS
IRS990TScheduleA/UBIBeforeNOLDedAmt08760
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt08760
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt01467
IRS990T/TaxLessCreditsAmt01467
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt01467
IRS990T/TotalTaxComputationAmt01467
IRS990T/TotalUBTIAmt06984
IRS990T/TotalUBTIBeforeNOLSpecificAmt07984
IRS990T/TotalUBTIBeforeSection199AAmt07984
IRS990T/TotalUBTIComputedAmt08760
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD MCKINLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08055651413
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRIORY FUND
ReturnHeader/Filer/BusinessNameControlTxt0PRIO
ReturnHeader/Filer/EIN0274014193
ReturnHeader/Filer/PhoneNum08055651413
ReturnHeader/Filer/USAddress/AddressLine1Txt01482 EAST VALLEY ROAD 678
ReturnHeader/Filer/USAddress/CityNm0MONTECITO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08390 EAST CRESCENT PARKWAY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080111
ReturnHeader/PreparerPersonGrp/PhoneNum03037795710
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BECKY DETTMANN CPA
ReturnHeader/ReturnTs02024-11-12T10:17:05-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.80$1.34$0.54
2023Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.48$1.15$0.68
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.59$1.08$0.49
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$7.28$1.12$6.16
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$4.52$0.84$3.69
2019Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.66$0.93$0.26
2018Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.87$0.96$0.10
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.34$0.84$0.50
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.01$12.4$0.47$0.81$0.33
2015Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$7.69$0.58$7.11
2014Detailed filing. Detailed filing data is available for this year.$5.85$0.10$5.74$6.89$0.30$6.59
2012Detailed filing. Detailed filing data is available for this year.$3.59$0.06$3.54$0.32