Civic Intelligence

Regal Fam Charitable Tr

990PF • Fiscal year 2017 • EIN 37-6280414

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
4250 Lancaster Pike Suite 100Wilmington, DE 19805

(800) 745-7721

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$3,530

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$637,478

Down $7,636 (-1.2%) from 2015

Net Assets

Down

$637,478

Down $7,636 (-1.2%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin13th percentile

Revenue

Up

$40,153

Up $21,380 (+114%) from 2015

Expenses

Up

$50,917

Up $10,580 (+26%) from 2015

Net Income

Up

-$10,764

Up $10,800 (+50%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2011: $494,168Liabilities 2011: $02011Assets 2012: $672,460Liabilities 2012: $02012Assets 2013: $657,533Liabilities 2013: $02013Assets 2014: $667,205Liabilities 2014: $02014Assets 2015: $645,114Liabilities 2015: $1Net Assets 2015: $645,1142015Assets 2017: $637,478Liabilities 2017: $0Net Assets 2017: $637,4782017Assets 2019: $623,914Liabilities 2019: $1Net Assets 2019: $623,9142019Assets 2020: $601,789Liabilities 2020: $1Net Assets 2020: $601,7892020Assets 2021: $668,609Liabilities 2021: $12021Assets 2022: $640,487Liabilities 2022: $1Net Assets 2022: $640,4872022Assets 2023: $662,317Liabilities 2023: $12023

Highlighted filing

2017

Assets$637,478
Liabilities$0
Net Assets$637,478
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$200K$100K$0-$100KRevenue 2011: $38,455Expenses 2011: $25,809Net Income 2011: $12,6462011Revenue 2012: $198,283Expenses 2012: $19,996Net Income 2012: $178,2872012Revenue 2013: $21,533Expenses 2013: $36,466Net Income 2013: -$14,9332013Revenue 2014: $39,407Expenses 2014: $28,948Net Income 2014: $10,4592014Revenue 2015: $18,773Expenses 2015: $40,337Net Income 2015: -$21,5642015Revenue 2017: $40,153Expenses 2017: $50,917Net Income 2017: -$10,7642017Revenue 2019: $56,425Expenses 2019: $51,860Net Income 2019: $4,5652019Revenue 2020: $32,866Expenses 2020: $54,221Net Income 2020: -$21,3552020Revenue 2021: $126,233Expenses 2021: $58,803Net Income 2021: $67,4302021Revenue 2022: $29,716Expenses 2022: $55,542Net Income 2022: -$25,8262022Revenue 2023: $82,405Expenses 2023: $62,022Net Income 2023: $20,3832023

Highlighted filing

2017

Revenue$40,153
Expenses$50,917
Net Income-$10,764
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$3,530-$3,530
Rosalyn J RegalTrusteeFT$2,655-$2,655
Filing and Contact Details

Filer

Filer Name
Regal Family Charitable Trust Co
EIN
37-6280414
Phone
8007457721
Address
4250 LANCASTER PIKE SUITE 100, WILMINGTON, DE 19805

Signing Officer

Name
A Peter Hinton Sr
Title
Sr TX Specialis
Phone
8007457721
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLSTATE CORPORATION - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMER ELECTRIC PWR CO INC - 150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN EXPRESS COMPANY - 75
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMERISOURCEBERGEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BRINKER INTL INC - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CATERPILLAR INC - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHEVRON CORPORATION - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CISCO SYSTEMS INC - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COLGATE-PALMOLIVE CO - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CONOCOPHILLIPS - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CONSOLIDATED EDISON INC - 100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HONEYWELL INTERNATIONAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JPMORGAN CHASE & CO - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MATTEL INCORPORATED - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28METLIFE INC - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ORACLE CORPORATION - 250 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35TARGET CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TIME WARNER INC NEW - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45U S BANCORP DEL NEW - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46UNITED PARCEL SERVICE B - 100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNITEDHEALTH GROUP INC - 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VECTREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VERIZON COMMUNICATIONS - 250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WELLS FARGO & CO NEW - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WILLIAMS COMPANIES - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53XCEL ENERGY INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SCHLUMBERGER LTD F - 100 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58GENERAL ELECTRIC COMPANY - 300
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt040153
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017099
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03092
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03092
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06185
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt036743
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036743
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022853
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022853
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10764
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0130223
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017099
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt029817
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07001
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0969
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt039854
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt040153
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03111
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010135
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014174
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt219831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1320000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt148022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt55500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt92421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt106170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-1864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-3011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-2187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt55500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt92421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt106170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-1864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-3011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-2187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt220000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt66678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt98980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1320000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc075. CATERPILLAR INC., COMMON STOCK, NO PAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125000. PACCAR FINL CORP 1.6%17 DUE 03/15/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc220000. PHILIP MORRIS I 1.625%17 DUE 03/20/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.6666 NATIONAL GRID PLC F REVERSE SPLIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4. NATIONAL GRID PLC F SPONSORED ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100. ALLSTATE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100. CONSOLIDATED EDISON INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc750. HONEYWELL INTL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850. JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950. TEXAS INSTRUMENTS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1050. UNITEDHEALTH GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11.6364 BRIGHTHOUSE FINANCIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12. BRIGHTHOUSE FINANCIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13300. GENERAL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14200. MATTEL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1520000. MEDINA OH CTY SD 3%17 GO UTX DUE 12/01/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16150. SCANA CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017099
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10764
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0637481
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0648245

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$637,478
Liabilities
$0
Net assets
$637,478
Revenue
$40,153
Expenses
$50,917
Net income
-$10,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.62$0.00$0.82$0.62$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.00$6.40$0.30$0.56$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.00$1.26$0.59$0.67
2020Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.33$0.54$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.56$0.52$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.40$0.51$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.00$6.45$0.19$0.40$0.22
2014Summary only. Only limited summary data is available for this year.$6.67$0.00$0.39$0.29$0.10
2013Summary only. Only limited summary data is available for this year.$6.58$0.00$0.22$0.36$0.15
2012Summary only. Only limited summary data is available for this year.$6.72$0.00$1.98$0.20$1.78
2011Summary only. Only limited summary data is available for this year.$4.94$0.00$0.38$0.26$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $500k-$1M nonprofits