Civic Intelligence

Edward G Whinnery Tr Ua 10011998

990PF • Fiscal year 2017 • EIN 37-6358659

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
130 N Water StreetDecatur, IL 62523

(217) 425-8282

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

4th percentile

-133%

Higher net margin than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$32,743

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 41.1% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

20th percentile

-4.1%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

14%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,458,202

Down $105,541 (-4.1%) from 2016

Net Assets

Down

$2,458,202

Down $105,541 (-4.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin4th percentile

Revenue

Up

$79,634

Up $9,777 (+14%) from 2016

Expenses

Up

$185,636

Up $42,923 (+30%) from 2016

Net Income

Down

-$106,002

Down $33,146 (-45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,557,430Liabilities 2011: $02011Assets 2012: $2,526,980Liabilities 2012: $0Net Assets 2012: $2,526,9802012Assets 2013: $2,488,876Liabilities 2013: $1Net Assets 2013: $2,488,8762013Assets 2014: $2,528,547Liabilities 2014: $1Net Assets 2014: $2,528,5472014Assets 2015: $2,635,829Liabilities 2015: $1Net Assets 2015: $2,635,8292015Assets 2016: $2,563,743Liabilities 2016: $0Net Assets 2016: $2,563,7432016Assets 2017: $2,458,202Liabilities 2017: $0Net Assets 2017: $2,458,2022017Assets 2018: $2,425,877Liabilities 2018: $0Net Assets 2018: $2,425,8772018Assets 2019: $2,346,594Liabilities 2019: $1Net Assets 2019: $2,346,5942019Assets 2020: $2,198,248Liabilities 2020: $1Net Assets 2020: $2,198,2482020Assets 2021: $2,236,049Liabilities 2021: $1Net Assets 2021: $2,236,0492021Assets 2022: $2,116,049Liabilities 2022: $1Net Assets 2022: $2,116,0492022Assets 2023: $2,057,621Liabilities 2023: $1Net Assets 2023: $2,057,6212023Assets 2024: $2,067,529Liabilities 2024: $0Net Assets 2024: $2,067,5292024

Highlighted filing

2017

Assets$2,458,202
Liabilities$0
Net Assets$2,458,202
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

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

$400K$200K$0-$200KRevenue 2011: $322,041Expenses 2011: $182,560Net Income 2011: $139,4812011Expenses 2012: $154,5082012Revenue 2013: $134,502Expenses 2013: $172,630Net Income 2013: -$38,1282013Revenue 2014: $221,609Expenses 2014: $180,697Net Income 2014: $40,9122014Revenue 2015: $251,685Expenses 2015: $148,982Net Income 2015: $102,7032015Revenue 2016: $69,857Expenses 2016: $142,713Net Income 2016: -$72,8562016Revenue 2017: $79,634Expenses 2017: $185,636Net Income 2017: -$106,0022017Revenue 2018: $114,628Expenses 2018: $144,132Net Income 2018: -$29,5042018Revenue 2019: $64,323Expenses 2019: $145,508Net Income 2019: -$81,1852019Revenue 2020: $3,349Expenses 2020: $154,999Net Income 2020: -$151,6502020Revenue 2021: $200,804Expenses 2021: $163,805Net Income 2021: $36,9992021Revenue 2022: $60,503Expenses 2022: $182,919Net Income 2022: -$122,4162022Revenue 2023: $96,831Expenses 2023: $155,859Net Income 2023: -$59,0282023Revenue 2024: $157,352Expenses 2024: $147,881Net Income 2024: $9,4712024

Highlighted filing

2017

Revenue$79,634
Expenses$185,636
Net Income-$106,002
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY TRUST COMPANYTrusteePT$32,743-$32,743
Filing and Contact Details

Filer

Filer Name
Edward Whinnery Trust
EIN
37-6358659
Phone
2174258282
Address
130 N WATER STREET, DECATUR, IL 62523

Signing Officer

Name
Busey Trust Company
Title
Trustee
Phone
2174258282
Signed
2018-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
132 S WATER STREET SUITE 300, DECATUR, IL 62523
Preparer
David W White
Phone
2174236000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt805303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt813659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt825442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8354980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8461060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8536798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE COMPUTER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AQR EMERGING MULTI STYLE FD CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AQR FUNDS STYLE PREMIA ALTERNATIVE FUND CLASS I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BERKSHIRE HATHAWAYS CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BIOGEN IDEC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BROOKFIELD GLB LISTD REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CELGENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHEVRON TEXACO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CISCO SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COGNIZANT TECHNOLOGY SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COHEN & STEERS GLB INFR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CONGRESS MID CAP GROWTH INSTL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CROWN CASTLE INTL CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DFA EMERGING MARKETS SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DFA INTERNATIONAL CORE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EOG RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EXELON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EXPEDITORS INTL WASH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EXPRESS SCRIPTS HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FISERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FORTIVE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GENERAL DYNAMICS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GENTEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GMO INT'L OPP EQUITY ALLOC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GOLDMAN SACHS EM DEBT - USD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES TR RUSSELL 2000 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42LOWES COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43LSV SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LYONDELLBASELL INDUSTRIES N V SHS CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MASTERCARD INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MCKESSON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NUCOR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51OMNICOM GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PENTAIR PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58REGIONS FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ROBERT HALF INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SEALED AIR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TORCHMARK CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TYSON FOODS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VALERO ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VANGUARD INTERNATIONAL EXPLORER FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WALT DISNEY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WILLIAM BLAIR EMERGING MKTS SMALL CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TARGET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TWENTY-FIRST CENTURY FOX INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76BRIGHTHOUSE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SCHWAB (CHARLES) CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79BIOVERATIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81JOHNSON CONTROLS INTERNATIONAL PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS F3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND CLASS R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85GMO SGM MAJOR MARKETS FUND CLASS III FUND
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0363822
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0365473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt025000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DISCOVER BK GREENWOOD DE CD 1.6% 1/28/19
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt072874
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05703
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01004
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PROCEEDS FROM CLASS ACTION
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt053
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt079581
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt053
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt079634
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05020
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05020
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05703
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt032743
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt032743
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0108100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0108100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt072318
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt072874
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-106002
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0525555
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05703
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt077805
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01057
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01119
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt039657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0145878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01220
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0185636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt079025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt079634
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt037778
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01220
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt077536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1516051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-4025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-4025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1512026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05703
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-106002

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Filings

Displayed year

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

Open filing
Assets
$2,458,202
Liabilities
$0
Net assets
$2,458,202
Revenue
$79,634
Expenses
$185,636
Net income
-$106,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.16$0.15$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.10$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.06$0.18$0.12
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.24$0.00$2.24$0.20$0.16$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.00$0.15$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.06$0.15$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.08$0.19$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.07$0.14$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.25$0.15$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.22$0.18$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.13$0.17$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.15
2011Summary only. Only limited summary data is available for this year.$2.56$0.00$0.32$0.18$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $1M-$5M nonprofits