Civic Intelligence

Hcs Foundation

990PF • Fiscal year 2021 • EIN 34-6514235

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
1801 East Ninth Street 1105Cleveland, OH 44114-3103

(216) 781-3502

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

9th percentile

-14%

Higher net margin than 9% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$296,297

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

13th percentile

-1.1%

Faster asset growth than 13% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-41%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$105,976,263

Down $1,129,422 (-1.1%) from 2020

Net Assets

Down

$105,973,687

Down $1,129,422 (-1.1%) from 2020

Liabilities

Flat

$2,576

Flat from 2020

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin9th percentile

Revenue

Down

$7,902,405

Down $5,568,890 (-41%) from 2020

Expenses

Up

$9,031,827

Up $1,014,838 (+13%) from 2020

Net Income

Down

-$1,129,422

Down $6,583,728 (-121%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$150M$100M$50M$0Assets 2020: $107,105,685Liabilities 2020: $2,576Net Assets 2020: $107,103,1092020Assets 2021: $105,976,263Liabilities 2021: $2,576Net Assets 2021: $105,973,6872021Assets 2022: $101,075,549Liabilities 2022: $2,661Net Assets 2022: $101,072,8882022Assets 2023: $104,224,943Liabilities 2023: $3,022Net Assets 2023: $104,221,9212023Assets 2024: $105,356,989Liabilities 2024: $3,487Net Assets 2024: $105,353,5022024

Highlighted filing

2021

Assets$105,976,263
Liabilities$2,576
Net Assets$105,973,687
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2020: $13,471,295Expenses 2020: $8,016,989Net Income 2020: $5,454,3062020Revenue 2021: $7,902,405Expenses 2021: $9,031,827Net Income 2021: -$1,129,4222021Revenue 2022: $5,228,867Expenses 2022: $10,129,666Net Income 2022: -$4,900,7992022Revenue 2023: $13,451,282Expenses 2023: $10,302,249Net Income 2023: $3,149,0332023Revenue 2024: $11,288,952Expenses 2024: $10,157,371Net Income 2024: $1,131,5812024

Highlighted filing

2021

Revenue$7,902,405
Expenses$9,031,827
Net Income-$1,129,422
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L THOMAS HILTZChairman, TrusteePT$296,297-$296,297
ALLISON H KROPPSecretary, TrusteePT$212,283-$212,283
FRANCIE S HILTZVice Chairman, TrusteePT$174,842-$174,842
PETER S HILTZTrusteePT$119,931-$119,931
MICHAEL W SCHOTTTreasurer, TrusteePT$107,554-$107,554
Filing and Contact Details

Filer

Filer Name
Hcs Foundation
EIN
34-6514235
Phone
2167813502
Address
1801 EAST NINTH STREET 1105, CLEVELAND, OH 44114-3103

Signing Officer

Name
L Thomas Hiltz
Title
President
Phone
2167813502
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
200 PUBLIC SQUARE 19TH FLOOR, CLEVELAND, OH 44114
Preparer
Jeffrey W Barringer
Phone
2168753000
Raw XML AppendixShowing 400 of 1,414 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt081570
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt081570
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02014-10-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12014-12-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22019-09-15
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt2189
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0650
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1500
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2850
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2126
DepreciationSchedule/DepreciationPropertyGrp/LifeRt03.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt13.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt23.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0650
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1500
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2661
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0DELL 3547
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1DELL 3646
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2DELL 3668
ExplnOfNonFilingWithAGStmt/ExplanationTxt0MANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990-PF WITH THE STATE.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0180724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1421122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2379961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3315376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4317042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5342219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6265468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7459496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8448471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9262346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10214808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11220388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12234161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13234904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14223851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15151062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16236171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17108260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18239334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19375115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20183261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21268038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22316626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23460907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24642332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25170658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26571637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27241456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28181728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29451721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30192870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31342598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32577762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33297063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34430870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35316891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36379544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37249340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38332908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39427999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40426569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41295293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42199795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43145890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt441151571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt452298106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt461924779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47995939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt481374695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49308251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5037531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512117250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521522520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt532470317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54808901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt552480939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt562741422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57669459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt582123385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59751502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt602198554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61755011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt621423286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63508387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt641309568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt652006447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66750096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt672549758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt682248969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt692107044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt702894954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711970836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt722399692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt731531888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt741518344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt751299872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt761347487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt771543205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt782426769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt791833636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt801286883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt811250244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt821529185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt832213959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt84565523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt852222897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt862206024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt87731970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt882423748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89750007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt90886019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt912074028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0522145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1670636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2727790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3408623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4607080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5297485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6681177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7988134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8463298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9661900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10280741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11202196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12629560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13374501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14557136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15177775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16848695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17163889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18452878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19903228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20350790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21582297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22515499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23523250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24650827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251035529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26717541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27858912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28525389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29746084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30134703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31476034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32742326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33556430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34644068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35373771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36428455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37544027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38911818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39644636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40468547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41315507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42193707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43293443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt445733325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt452982862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt464071303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt471363093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt485677195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt491811214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt501027000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt513365817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt521300480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt536501392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt541197738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt553914327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt564945585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt571184200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt582677556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59774384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt605531610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611353478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt624498051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt631042685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6414359346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt653238160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt662113228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt675959502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt682974782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt693055998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt703733200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt712076944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7216924968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt731657750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt742200770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt753719805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt769722510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt771664401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt786951126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt794663419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt801623176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt812245824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt821848454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt832669902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt842525000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt854444860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt865258313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt871009736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt883820388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89782341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt901086272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt914224292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0R. W. BAIRD -ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1R. W. BAIRD -ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2R. W. BAIRD -AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3R. W. BAIRD -AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4R. W. BAIRD -AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5R. W. BAIRD -BEST BUY COMPANY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6R. W. BAIRD -BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7R. W. BAIRD -BROADCOM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8R. W. BAIRD -CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9R. W. BAIRD -CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10R. W. BAIRD -COMCAST CORP. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11R. W. BAIRD -CORNING INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12R. W. BAIRD -CROWN CASTLE INTERNATIONAL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13R. W. BAIRD -EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14R. W. BAIRD -ELI LILLY & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15R. W. BAIRD -EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16R. W. BAIRD -HOME DEPOT, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17R. W. BAIRD -HONEYWELL INTERNATIONAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18R. W. BAIRD -ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19R. W. BAIRD -JP MORGAN CHASE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20R. W. BAIRD -LOCKHEED MARTIN CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21R. W. BAIRD -MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22R. W. BAIRD -MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23R. W. BAIRD -MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24R. W. BAIRD -MERCK & COMPANY INC. NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25R. W. BAIRD -MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26R. W. BAIRD -MONDELEZ INTERNATIONAL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27R. W. BAIRD -NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28R. W. BAIRD -PAYCHEX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29R. W. BAIRD -PEPSICO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30R. W. BAIRD -PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31R. W. BAIRD -PNC FINANCIAL SERVICES GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32R. W. BAIRD -PROCTOR & GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33R. W. BAIRD -PROLOGIS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34R. W. BAIRD -QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35R. W. BAIRD -REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36R. W. BAIRD -SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37R. W. BAIRD -STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38R. W. BAIRD -TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39R. W. BAIRD -TRUIST FINACIAL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40R. W. BAIRD -UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41R. W. BAIRD -US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42R. W. BAIRD -VERIZON COMMUNICATIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43R. W. BAIRD -WEC ENERGY GROUP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SCHWAB - ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SCHWAB - ABBVIE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SCHWAB - AIR PRODUCTS & CHEMICALS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SCHWAB - AMGEN INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SCHWAB - ANALOG DEVICES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SCHWAB - APPLE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SCHWAB - APPLIED INDUSTRIAL TECHNOLOGIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SCHWAB - AUTOMATED DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SCHWAB - BEST BUY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SCHWAB - BLACKROCK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SCHWAB - BROADCOM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SCHWAB - CHEVRON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SCHWAB - CISCO SYSTEMS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SCHWAB - COCA-COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SCHWAB - COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SCHWAB - CORNING INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SCHWAB - CROWN CASTLE INTERNATIONAL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SCHWAB - ELI LILLY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SCHWAB - EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SCHWAB - FACEBOOK INC. / META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SCHWAB - HOME DEPOT, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SCHWAB - HONEYWELL INTERNATIONAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SCHWAB - JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SCHWAB - JP MORGAN CHASE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SCHWAB - LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SCHWAB - MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SCHWAB - MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SCHWAB - MERCK & CO., INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SCHWAB - MICROSOFT CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SCHWAB - MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SCHWAB - MOTOROLA SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SCHWAB - NESTLE SA SPNSD. ADR REPSTG. REG. SHS,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SCHWAB - NEXTERA ENERGY, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SCHWAB - NORTHROP GRUMMAN CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SCHWAB - PAYCHEX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SCHWAB - PEPSICO, INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SCHWAB - PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SCHWAB - PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SCHWAB - PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SCHWAB - QUALCOMM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SCHWAB - RPM INTERNATIONAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SCHWAB - STARBUCKS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SCHWAB - TEXAS INSTRUMENTS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SCHWAB - TJX COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SCHWAB - TRUIST FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SCHWAB - UNITED PARCEL SRVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SCHWAB - US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SCHWAB - WEC ENERGY GROUP, INC.
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt014419434
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt014419605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MINERAL RIGHTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03892376
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03997989
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt012040
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07902405
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07902405
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt081570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt081570
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03997989
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0880774
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt030133
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0910907
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06908095
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06908095
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03892376
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03892376
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1129422
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019731187
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012040
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012040
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt018905
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt018905
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03997989
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07342139
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt056040
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt05666
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt061706
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0196414
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt06720
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0203134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt034302
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03795
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt038430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0156528
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0464088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0620616
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt06289
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt049864
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0185553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08341702
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0560266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09031827
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07902405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07902405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01433607
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0560266
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02123732
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02785
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt059195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11042038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21182823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt313449142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1923915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23076679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1923915

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,976,263
Liabilities
$2,576
Net assets
$105,973,687
Revenue
$7,902,405
Expenses
$9,031,827
Net income
-$1,129,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$105$0.00$105$11.3$10.2$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$0.00$104$13.5$10.3$3.15
2022Detailed filing. Detailed filing data is available for this year.$101$0.00$101$5.23$10.1$4.90
2021Detailed filing. Detailed filing data is available for this year.$106$0.00$106$7.90$9.03$1.13
2020Detailed filing. Detailed filing data is available for this year.$107$0.00$107$13.5$8.02$5.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $100M-$250M nonprofits