Civic Intelligence

R David and Suzanne a Hoover Charitable Trust

990PF • Fiscal year 2022 • EIN 27-4274566

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

Organization Profile
7209 Rustic TrailBoulder, CO 80301-3938

(303) 694-2190

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

48th percentile

-0.9%

Faster asset growth than 48% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$25,460,724

Down $242,070 (-0.9%) from 2021

Net Assets

Down

$25,451,799

Down $242,070 (-0.9%) from 2021

Liabilities

Flat

$8,925

Flat from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin22nd percentile

Revenue

Down

$2,406,137

Down $990,114 (-29%) from 2021

Expenses

Up

$2,648,207

Up $871,721 (+49%) from 2021

Net Income

Down

-$242,070

Down $1,861,835 (-115%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$30M$20M$10M$0Assets 2012: $6,096,762Liabilities 2012: $0Net Assets 2012: $6,096,7622012Assets 2013: $8,321,662Liabilities 2013: $0Net Assets 2013: $8,321,6622013Assets 2014: $11,247,072Liabilities 2014: $0Net Assets 2014: $11,247,0722014Assets 2015: $11,765,208Liabilities 2015: $0Net Assets 2015: $11,765,2082015Assets 2017: $12,047,913Liabilities 2017: $0Net Assets 2017: $12,047,9132017Assets 2018: $14,080,396Liabilities 2018: $0Net Assets 2018: $14,080,3962018Assets 2019: $17,352,100Liabilities 2019: $0Net Assets 2019: $17,352,1002019Assets 2020: $24,082,604Liabilities 2020: $8,500Net Assets 2020: $24,074,1042020Assets 2021: $25,702,794Liabilities 2021: $8,925Net Assets 2021: $25,693,8692021Assets 2022: $25,460,724Liabilities 2022: $8,925Net Assets 2022: $25,451,7992022Assets 2024: $27,366,305Liabilities 2024: $0Net Assets 2024: $27,366,3052024

Highlighted filing

2022

Assets$25,460,724
Liabilities$8,925
Net Assets$25,451,799
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $314,0272012Revenue 2013: $4,286,485Expenses 2013: $2,061,585Net Income 2013: $2,224,9002013Revenue 2014: $5,591,111Expenses 2014: $2,665,701Net Income 2014: $2,925,4102014Revenue 2015: $3,950,636Expenses 2015: $3,432,500Net Income 2015: $518,1362015Revenue 2017: $2,570,919Expenses 2017: $2,926,916Net Income 2017: -$355,9972017Revenue 2018: $4,293,752Expenses 2018: $2,261,269Net Income 2018: $2,032,4832018Revenue 2019: $4,559,370Expenses 2019: $1,287,666Net Income 2019: $3,271,7042019Revenue 2020: $7,590,847Expenses 2020: $868,843Net Income 2020: $6,722,0042020Revenue 2021: $3,396,251Expenses 2021: $1,776,486Net Income 2021: $1,619,7652021Revenue 2022: $2,406,137Expenses 2022: $2,648,207Net Income 2022: -$242,0702022Revenue 2024: $2,704,264Expenses 2024: $1,792,356Net Income 2024: $911,9082024

Highlighted filing

2022

Revenue$2,406,137
Expenses$2,648,207
Net Income-$242,070
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R DAVID HOOVERClass A Trustee-$0--
SUZANNE A HOOVERClass A Trustee-$0--
JONATHAN D HOOVERClass B Trustee-$0--
JENNIFER S ANDERSONClass B Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOULDER COMMUNITY HEALTH FOUNDATIONHEALTHEXEMPTBOULDER, CO, US$1,050,000
Paid GrantUNIVERSITY OF COLORADO FOUNDATIONEDUCATIONEXEMPTDENVER, CO, US$900,000
Paid GrantIMPACT ON EDUCATIONEDUCATIONEXEMPTLOUISVILLE, CO, US$110,000
Paid GrantDENVER FOUNDATIONCOMMUNITYEXEMPTDENVER, CO, US$100,000
Paid GrantMUNCIE CHILDREN'S MUSEUMEDUCATIONEXEMPTMUNCIE, IN, US$100,000
Paid GrantANCHOR CENTER FOR BLIND CHILDRENEDUCATIONEXEMPTDENVER, CO, US$50,000
Paid GrantDELTA GAMMA FOUNDATIONEDUCATIONEXEMPTCOLUMBUS, OH, US$50,000
Paid GrantACCESS OPPORTUNITYEDUCATIONEXEMPTBOULDER, CO, US$20,000
Paid GrantEMERGENCY FAMILY ASSISTANCE ASSOCIATIONHEALTHEXEMPTBOULDER, CO, US$10,000
Paid GrantSIMSBAYDA FOUNDATIONYOUTHEXEMPTDENVER, CO, US$10,000
Paid GrantARTIS- NAPLESARTS/COMMUNITYEXEMPTNAPLES, FL, US$5,000
Paid GrantBOULDER ROTARY CLUBCOMMUNITYEXEMPTBOULDER, CO, US$5,000
Paid GrantEISENHOWER FOUNDATIONEXEMPTEXEMPTABILENE, KS, US$500
Paid GrantENERGY OUTREACH COLORADOCOMMUNITYEXEMPTDENVER, CO, US$500
Paid GrantTRUMAN LIBRARYEDUCATIONEXEMPTKANSAS CITY, MO, US$500
Paid GrantUNITED WAY OF LEE HENDRY AND GLADES COUNTIESCOMMUNITYEXEMPTFORT MYERS, FL, US$400
Paid GrantHABITAT FOR HUMANITYHEALTHEXEMPTDENVER, CO, US$300
Paid GrantRMPBSEDUCATIONEXEMPTDENVER, CO, US$300
Paid GrantWOUNDED WARRIORHEALTHEXEMPTCOLORADO SPRINGS, CO, US$300
Filing and Contact Details

Filer

Filer Name
R David & Suzanne a Hoover Charitable
EIN
27-4274566
Phone
3036942190
Address
7209 RUSTIC TRAIL, BOULDER, CO 80301-3938

Signing Officer

Name
R David Hoover
Title
Trustee
Phone
3036942190
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Stephen a Mottram CPA
Phone
3036942190
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HALLIBURTON (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INCYTE CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54KEURIG DR PEPPER (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55KIMBERLY CLARK (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KRAFT HEINZ (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LAS VEGAS SANDS CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MARKEL CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MERCK & CO (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MOLSON COORS (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NEWMONT MINING (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62OCCIDNETAL PETROLEUM (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PHILIP MORRIS INTERNATIONAL (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64RAYTHEON TECHNOLOGIES (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65HENRY SCHEIN INC (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66CHARLES SCHWAB CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67STANLEY BLACK & DECKER (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VERTEX PHARMACEUTICALS (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VMWARE INC (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WABTEC CORP (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WARNER BROS DISCOVERY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WELLS FARGO AND CO (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MEDTRONIC (AMG 4351)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75BALL CORP (AMG 5225)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76BALL CORP (WELLS FARGO 3765)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt024216
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt024216
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt180812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2343922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3212421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4279722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5265937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6555746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt840387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt941601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10203080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1175009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1224193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13132171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1495013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1569483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1642215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1762174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1842841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19491647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20384058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2121271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22194061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2325754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24499583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PIMCO DYNAMIC INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SPDR S&P 500 (MORGAN STANLEY 4527)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ANGEL OAK MULTI STRAT INC I (MROGAN STANLEY 4527)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIDELITY ADV BIOTECHNOLOGY (MORGAN STANLEY 4527)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PGIM SHORT UR HIG YLD OPP FD (MORGAN STANLEY 9216)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PIMCO DYNAMIC INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CION ARES DIVERSIFIED CU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ALKEON GROWTH OFFSHORE (MORGAN STANLEY 9216)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES MSCI EAFE INDEX FUND (AMG 5225)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARES TRUST RUSSELL 2000 (AMG 5225)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES CORE INTL STOCK ETF(AMG 5225)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11T ROWE INTERNATIONAL DISCOVERY FUND #38 (AMG 5225)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BLACKROCK STRATEGIC GLOBAL BD FD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FIRST EAGLE FDS INC GLOBAL FD CL I (WELLS FARGO 5309)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14JANUS HENDERSON FUNDS BALANCED FD CLASS (WELLS FARGO 5309)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PAX SUSTAINABLE ALLOCATION FUND (WELLS FARGO 5309)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PAX ELEVATE (WELLS FARGO 5309)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGAURD STAR FUND (WELLS FARGO 5309)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD TAX-MANAGED BALANCED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19MATRIX BANFF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20MARAN SPV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21MPLX LP COM UNIT REP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22PETERSHILL IV OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ENERGY TRANSFER LP COM UT LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24SERIES 2 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0129933
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2288970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3197478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4209369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5172922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6531846
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt953529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10177229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1147709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1225019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13133747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14103999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1559873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1650043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1761565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1841048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19491647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20384058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2121271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22194061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2325754
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0875828
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0182751
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02412800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02412800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01346428
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0858239
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0875828
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-242070
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02726762
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01130
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01130
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0182751
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0847766
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020994
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt062047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0172276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0172276
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01084
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02412800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0194354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02648207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01042120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02406137
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0194354
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0235407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0458303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11513247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt298553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt350581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4105246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5130908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6187173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-31151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-78458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2220023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-4227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-5057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-12997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt773400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt813911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-31151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-78458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2220023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt37307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-4227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-5057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-12997

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,460,724
Liabilities
$8,925
Net assets
$25,451,799
Revenue
$2,406,137
Expenses
$2,648,207
Net income
-$242,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$2.70$1.79$0.91
2022Detailed filing. Detailed filing data is available for this year.$25.5$0.01$25.5$2.41$2.65$0.24
2021Detailed filing. Detailed filing data is available for this year.$25.7$0.01$25.7$3.40$1.78$1.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.1$0.01$24.1$7.59$0.87$6.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$4.56$1.29$3.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$4.29$2.26$2.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$2.57$2.93$0.36
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$3.95$3.43$0.52
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$5.59$2.67$2.93
2013Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$4.29$2.06$2.22
2012Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.31
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • $25M-$50M nonprofits