Civic Intelligence

Edward G Whinnery Tr Ua 10011998

990PF • Fiscal year 2020 • EIN 37-6358659

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-4528%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$20,231

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 604.1% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

14th percentile

-6.3%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,198,248

Down $148,346 (-6.3%) from 2019

Net Assets

Down

$2,198,248

Down $148,346 (-6.3%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin1st percentile

Revenue

Down

$3,349

Down $60,974 (-95%) from 2019

Expenses

Up

$154,999

Up $9,491 (+6.5%) from 2019

Net Income

Down

-$151,650

Down $70,465 (-87%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2020

Assets$2,198,248
Liabilities$1
Net Assets$2,198,248
Open 2020 Filing

Operations Trend

Revenue Growth1st 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

2020

Revenue$3,349
Expenses$154,999
Net Income-$151,650
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BUSEY BANKTrusteePT$20,231-$20,231
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 Bank
Title
Trustee
Phone
2174258282
Signed
2021-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
132 S WATER STREET SUITE 300, DECATUR, IL 62523
Preparer
MICHELLE O'BRYAN
Phone
2174236000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WALT DISNEY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53DISCOVER FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GLOBE LIFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VIACOMCBS INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SPDR/SSGA FUNDS ENERGY SELECT SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61CHARLES SCHWAB CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SPDR/SSGA FUNDS FINANCIAL SELECT SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LABORATORY CORP AMERICAN HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65LEIDOS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68CONSOLIDATED EDISON INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0417487
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0454005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt055331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt245620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt333099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt451476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt535159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt684940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt735462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt821201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt921524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1021290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1257294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1399058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1441429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1578089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1623604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1735305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1848433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1920429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR EMERGING MULTI STYLE FD CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKROCK ISHARES RUSSELL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BROOKFIELD GLB LISTD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CONGRESS MID CAP GROWTH INSTL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND CLASS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GMO SGM MAJOR MARKETS FUND CLASS III FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GOLDMAN SACHS EM DEBT - USD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AMERICAN CENTURY MID CAP VALUE FUND Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND INSTITUTIONAL SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CALAMOS MARKET NEUTRAL INCOME FUND INSTITUTIONAL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11BRISTOL MYERS SQUIBB COMPANY CONTNGNT VAL RT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD SMALL CAP INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DFA LARGE CAP INTERNANTIONAL PORTFOLIO INSTL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FIDELITY INVESTMENTS TOTAL INTERNATIONAL INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15GMO TAX MANAGED INTERNATIONAL EQUITIES FUND CLASS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VIRTUS KAR INERNATIONAL SAMLL CAP FUND CLASS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18FIDELITY EMERGING MARKETS INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt081850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt135487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt243625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt388458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt451271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt535930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt691790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt742105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt821674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt921380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1022093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1295121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13135784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1458439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15107107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1637873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1753187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1871416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1920456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt061867
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-58648
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0130
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03349
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03349
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03085
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03085
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020231
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020231
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0116775
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0116775
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt061867
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt061867
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-151650
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0762955
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-58648
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047204
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013539
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013654
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0130
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01254
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01254
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0140206
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014793
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0154999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt061997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03349
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023431
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014793
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1811049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-64523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-64523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1746526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23141
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/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,198,248
Liabilities
$1
Net assets
$2,198,248
Revenue
$3,349
Expenses
$154,999
Net income
-$151,650
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • $1M-$5M nonprofits