Civic Intelligence

Anna L Bevan Tr XXXXX1005

990PF • Fiscal year 2021 • EIN 36-6015638

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 16, 2022

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

81st percentile

47%

Higher net margin than 81% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$100,414

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

45th percentile

6.2%

Faster asset growth than 45% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

27%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,034,347

Up $467,910 (+6.2%) from 2020

Net Assets

Up

$8,034,347

Up $467,910 (+6.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin81st percentile

Revenue

Up

$987,919

Up $209,078 (+27%) from 2020

Expenses

Up

$520,139

Up $23,391 (+4.7%) from 2020

Net Income

Up

$467,780

Up $185,687 (+66%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$10M$5.0M$0Assets 2010: $6,199,971Liabilities 2010: $0Net Assets 2010: $6,199,9712010Assets 2011: $6,465,536Liabilities 2011: $0Net Assets 2011: $6,465,5362011Assets 2017: $7,018,733Liabilities 2017: $0Net Assets 2017: $7,018,7332017Assets 2018: $7,183,773Liabilities 2018: $0Net Assets 2018: $7,183,7732018Assets 2020: $7,566,437Liabilities 2020: $0Net Assets 2020: $7,566,4372020Assets 2021: $8,034,347Liabilities 2021: $0Net Assets 2021: $8,034,3472021Assets 2022: $7,841,112Liabilities 2022: $0Net Assets 2022: $7,841,1122022Assets 2023: $7,681,055Liabilities 2023: $0Net Assets 2023: $7,681,0552023Assets 2024: $7,919,997Liabilities 2024: $0Net Assets 2024: $7,919,9972024

Highlighted filing

2021

Assets$8,034,347
Liabilities$0
Net Assets$8,034,347
Open 2021 Filing

Operations Trend

Revenue Growth62nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $184,4262010Expenses 2011: $155,0132011Revenue 2017: $537,392Expenses 2017: $428,704Net Income 2017: $108,6882017Revenue 2018: $647,478Expenses 2018: $480,370Net Income 2018: $167,1082018Revenue 2020: $778,841Expenses 2020: $496,748Net Income 2020: $282,0932020Revenue 2021: $987,919Expenses 2021: $520,139Net Income 2021: $467,7802021Revenue 2022: $397,122Expenses 2022: $593,044Net Income 2022: -$195,9222022Revenue 2023: $393,136Expenses 2023: $551,956Net Income 2023: -$158,8202023Revenue 2024: $800,592Expenses 2024: $550,045Net Income 2024: $250,5472024

Highlighted filing

2021

Revenue$987,919
Expenses$520,139
Net Income$467,780
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 16, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$100,414-$100,414
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRUSH UNIVERSITY MEDICAL CENTER ATTN ELIZABETH RINEYGENERALPCCHICAGO, IL, US$403,328
Filing and Contact Details

Filer

Filer Name
Anna L Bevan Tr Xxxxx1005
EIN
36-6015638
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2022-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Raw XML AppendixShowing 400 of 2,850 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm092203J308 VANGUARD TTL INTL BN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm154401E143 LORD ABBETT SHRT DUR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2464287432 ISHARES 20+ YEAR TRE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3921937603 VANGUARD TOT BD MKT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm454401E218 LORD ABBETT HIGH YIE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm574440Y884 PGIM HIGH YIELD-Q
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm683002G702 SIX CIRCLES GLOBAL B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm783002G884 SIX CIRCLES CREDIT O
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm892206C771 VANGUARD MORTGAGE-BA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm992206C870 VANGUARD INT-TERM CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1046429B267 ISHARES US TREASURY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11921937835 VANGUARD TOTAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0237690
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1222319
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2110111
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3414409
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4202176
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5115789
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6107415
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7107923
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0237459
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1219173
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2113369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3401569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4205430
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5113342
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6108668
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7107463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt011527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3261378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt620263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt813787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt913855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1013335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1113313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1217986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1327074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1421610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1610177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1712886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1830795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1919456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2026956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2111226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22840660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2313498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt249433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2513607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2648429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2716832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2814075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2913897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30328158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3124156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt328316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3322800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34283021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt354340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt366633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371073517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38929554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3923578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4019140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4112194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4213536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4334417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4418419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4515158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4621041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4711705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4811732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4919468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt504981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5110692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5218200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5324009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5412327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5514670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5624454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5715157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58310815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59298137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60260296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61209090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6218016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6322016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6415417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6514541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6619772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6719418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6814560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6918715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7015639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7111460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7216202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3344304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt436737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt535412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6153362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt716113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt840540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt917589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1023277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1120734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1237317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1337232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1489701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1537662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt168397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1720211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1852134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1942759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2039305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2123306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222187191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2363270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2417988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2513899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26116702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2719159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28102991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2925893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30373349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3140786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3236470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3330430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34430932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt357229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3610560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt371471750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt381046128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3945382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4031819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4112559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4216888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4355578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4427053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4520144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4628791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4727015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4817399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4937365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5013534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5114364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5221005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5323317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5414931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5518095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5630193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5715450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58327136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59330810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60365232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61223583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6221167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6327237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6417683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6514243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6628426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6717906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6813168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6918303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7020393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7110887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7221415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1110122108 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8548661107 LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13693506107 PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15723787107 PIONEER NATURAL RESO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16742718109 PROCTER & GAMBLE CO/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17854502101 STANLEY BLACK & DECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21988498101 YUM] BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2202079K107 ALPHABET INC-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2302079K305 ALPHABET INC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2409062X103 BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2516119P108 CHARTER COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2620030N101 COMCAST CORP-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2730303M102 META PLATFORMS INC-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2831620M106 FIDELITY NATIONAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2957636Q104 MASTERCARD INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3058933Y105 MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3165339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3267103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3378462F103 SPDR S&P 500 ETF TRU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3491324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3592532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3694106B101 WASTE CONNECTIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3796208T104 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4346432F842 ISHARES CORE MSCI EA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4567066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4698956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48191216100 COCA-COLA CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49315911750 FIDELITY 500 INDEX-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5046641Q696 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5146641Q712 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5264110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5370450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5479466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5583002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5683002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5800287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63031100100 AMETEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6409857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6646434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6746641Q688 JPM BTABLDRS DEV ASI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6846641Q720 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69518439104 ESTEE LAUDER COMPANI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7075513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72N07059210 ASML HOLDING NV-NY R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7320825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7422160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76363576109 ARTHUR J GALLAGHER &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7743300A203 HILTON WORLDWIDE HOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7845687V106 INGERSOLL RAND INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7946120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8046641Q191 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8146641Q217 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8246641Q225 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8346641Q233 JPM BTABLDRS DEV ASI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84654106103 NIKE INC -CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85679580100 OLD DOMINION FREIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8675886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8778486Q101 SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88808513105 SCHWAB (CHARLES) COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8982509L107 SHOPIFY INC - CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9083304A106 SNAP INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9198138H101 WORKDAY INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93G6095L109 APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0224966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt193455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt292382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3102257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt009257V508 BLACKSTONE ALT MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109250J734 BLACKROCK EVNT DRVN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt264128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt372201U638 PIMCO MRTG OPP & BND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt472201M487 PIMCO DYNAMIC BOND-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0220938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt194357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2110355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3100647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0323555
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0664359
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0987919
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0987919
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0664359
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt037680
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt062734
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0100414
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0403328
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0403328
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0323555
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0323555
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0467780
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02360195
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0664359
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0919188
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05997
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0441023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt068731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0520139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0987919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0987919
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt037695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt068731
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0116811
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162015-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282017-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322013-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332012-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382011-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392012-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412017-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422013-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432014-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452018-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472021-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522017-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532020-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542018-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572019-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582020-11-24

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
$8,034,347
Liabilities
$0
Net assets
$8,034,347
Revenue
$987,919
Expenses
$520,139
Net income
$467,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.80$0.55$0.25
2023Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.39$0.55$0.16
2022Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.40$0.59$0.20
2021Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.99$0.52$0.47
2020Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.78$0.50$0.28
2018Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.65$0.48$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.54$0.43$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$0.00$6.47$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.00$6.20$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $5M-$10M nonprofits