Civic Intelligence

Knox Foundation 25556120

990PF • Fiscal year 2024 • EIN 41-2008608

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 16, 2025

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8213

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

79th percentile

33%

Higher net margin than 79% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

50th percentile

4.2%

Faster asset growth than 50% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-0.6%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,469,864

Up $337,676 (+4.2%) from 2023

Net Assets

$8,469,864

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin79th percentile

Revenue

Down

$1,029,487

Down $6,113 (-0.6%) from 2023

Expenses

Up

$690,371

Up $60,585 (+9.6%) from 2023

Net Income

Down

$339,116

Down $66,698 (-16%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$10M$5.0M$0Assets 2011: $1,493,953Liabilities 2011: $02011Assets 2012: $1,518,522Liabilities 2012: $02012Assets 2013: $1,486,114Liabilities 2013: $172013Assets 2014: $1,563,872Liabilities 2014: $922014Assets 2015: $1,540,502Liabilities 2015: $02015Assets 2018: $7,108,528Liabilities 2018: $02018Assets 2019: $7,159,521Liabilities 2019: $02019Assets 2020: $7,194,435Liabilities 2020: $0Net Assets 2020: $7,194,4352020Assets 2021: $7,977,974Liabilities 2021: $0Net Assets 2021: $7,977,9742021Assets 2022: $7,731,136Liabilities 2022: $0Net Assets 2022: $7,731,1362022Assets 2023: $8,132,188Liabilities 2023: $12023Assets 2024: $8,469,864Liabilities 2024: $0Net Assets 2024: $8,469,8642024

Highlighted filing

2024

Assets$8,469,864
Liabilities$0
Net Assets$8,469,864
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: -$604Expenses 2011: $96,191Net Income 2011: -$96,7952011Revenue 2012: $51,366Expenses 2012: $26,797Net Income 2012: $24,5692012Revenue 2013: $81,102Expenses 2013: $113,523Net Income 2013: -$32,4212013Revenue 2014: $149,906Expenses 2014: $72,229Net Income 2014: $77,6772014Revenue 2015: $48,184Expenses 2015: $71,409Net Income 2015: -$23,2252015Revenue 2018: $490,060Expenses 2018: $515,195Net Income 2018: -$25,1352018Revenue 2019: $591,786Expenses 2019: $540,190Net Income 2019: $51,5962019Revenue 2020: $520,016Expenses 2020: $513,585Net Income 2020: $6,4312020Revenue 2021: $1,441,824Expenses 2021: $651,083Net Income 2021: $790,7412021Revenue 2022: $352,441Expenses 2022: $589,863Net Income 2022: -$237,4222022Revenue 2023: $1,035,600Expenses 2023: $629,786Net Income 2023: $405,8142023Revenue 2024: $1,029,487Expenses 2024: $690,371Net Income 2024: $339,1162024

Highlighted filing

2024

Revenue$1,029,487
Expenses$690,371
Net Income$339,116
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 16, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSANNE LILLY HUTCHESONPresident/Direct-$0--
ZENAS W HUTCHESONDirector-$0--
RUBY PEDIANGCOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Knox Foundation
EIN
41-2008608
Phone
6514668213
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
-
Title
Trustee
Phone
6514668213
Signed
2025-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML AppendixShowing 400 of 2,311 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt415930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt623589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt99439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1011082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1139896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1222447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1310892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt147835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1514303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt168685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt178544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1816434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1922900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2214621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2339664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt248760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25109608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26226856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27224146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt289863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29203633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30123074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31238200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32296456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33152739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3422371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35123973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36160126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3788764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38127371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39116303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40183575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41193642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42103271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43191430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44234361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4555532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4693644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4723832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4845006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4921794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5024817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5110877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5221449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt538491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5424533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5520290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5627232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5726398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58168732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59100531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60163187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61271517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6221928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63325659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6418722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65229917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66125043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6711128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6810447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69199361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7024428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7111541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7210056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7317266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt031068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1156377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt249826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3163023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt441225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt510223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt623476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt718566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt843148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt979985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1020683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1192583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1223747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1419863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1530862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1615713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1721544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1853867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1942126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt209163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2123759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2215658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2331538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24100718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25166997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26326804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27332025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28174461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29273778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30388130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31293395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32322541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33244071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34109198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35246535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36254027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37241079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38277752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39258120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40296172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41316095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42114565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43294521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44410903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45202094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46173110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4725607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4870420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4923873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5020210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5113200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5227618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5317826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5437484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5528954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5628834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5746079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58282041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59122492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60160012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61284954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6221345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63320642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6427678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65268947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66121173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt677072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt688324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt69210136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7020857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt719707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7211354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7310463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm057636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm356585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6H1467J104 CHUBB LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm703027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm946625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1002079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1187612E106 TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1315135B101 CENTENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1588339J105 TRADE DESK INC THE C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16808513105 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1857667L107 MATCH GROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1970450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2130303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2279466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2322160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24217204106 COPART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2598954M101 ZILLOW GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26009066101 AIRBNB INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2767066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28038336103 APTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29042735100 ARROW ELECTRONICS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3005550J101 BJS WHOLESALE CLUB H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31142339100 CARLISLE COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32257651109 DONALDSON CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33349631101 FORTUNE BRANDS INNOV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34441593100 HOULIHAN LOKEY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35460690100 INTERPUBLIC GROUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3645073V108 ITT CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37770323103 ROBERT HALF INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38806407102 SCHEIN HENRY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39989701107 ZIONS BANCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4003820C105 APPLIED INDL TECHNOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41073685109 BEACON ROOFING SUPPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4233768G107 FIRSTCASH HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4345765U103 INSIGHT ENTERPRISES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44729132100 PLEXUS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4574164M108 PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46829073105 SIMPSON MFG CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47830566105 SKECHERS U S A INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48896215209 TRIMAS CORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49G39108108 GATES INDUSTRIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50G3922B107 GENPACT LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51G6700G107 NVENT ELECTRIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52G9618E107 WHITE MTNS INS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5402079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5509247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5728176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5829444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6064110L106 NETFLIX.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6270432V102 PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6390353T100 UBER TECHNOLOGIES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6491324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6592338C103 VERALTO CORP COM SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67G6095L109 APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6821874C102 CORE MAIN INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69126501105 CTS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70887389104 TIMKEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7192047W101 VALVOLINE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72G3323L100 FABRINET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7403852U106 ARAMARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7509290D101 BLACKROCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7634964C106 FORTUNE BRANDS INNOV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77421298100 HAYWARD HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7860741F104 MOBILEYE GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8068268W103 ONEMAIN HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81806857108 SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83922475108 VEEVA SYSTEMS INC-CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84G3265R107 APTIV PLC COM SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0160086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1141000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2142331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt327416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4338577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5128072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6139712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7552461
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8109928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9130000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1077668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1188573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1270927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13130000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt063873P817 LOOMIS SAYLES STRATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1149498107 CAUSEWAY EMERGING MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2922908686 VANGUARD SMALL CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt378462F103 SPDR S P 500 ETF TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt474316J458 CONGRESS MID CAP GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287507 ISHARES CORE SP MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt846432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt906828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10779556109 T ROWE PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1156063J344 NYLI FLOATING RATE F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12315910620 FIDELITY INVT TR AD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287226 ISHARES CORE U.S. AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1446137V357 INVESCO S P 500 EQUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15779556406 ROWE T PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16861728400 STONE RIDGE HY REINS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0146829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1237177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2422564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt345001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4505459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5154999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6114565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7640954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8155179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9123465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1098947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1194624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12106013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13128141
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0210545
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0818844
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt098
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01029487
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01029487
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0818844
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0548200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0548200
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0208431
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0210545
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0339116
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02555787
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0818844
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0902985
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt098
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt098
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05971
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0120273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0126244
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04115
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0555696
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0124388
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0690371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01027373
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01029487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07496
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0124388
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0142171
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302023-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312000-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352023-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362023-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382023-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392023-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412022-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432023-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442021-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452023-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462023-03-20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,469,864
Liabilities
$0
Net assets
$8,469,864
Revenue
$1,029,487
Expenses
$690,371
Net income
$339,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$1.03$0.69$0.34
2023Summary only. Only limited summary data is available for this year.$8.13$0.00$1.04$0.63$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.00$7.73$0.35$0.59$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$0.00$7.98$1.44$0.65$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$0.00$7.19$0.52$0.51$0.01
2019Summary only. Only limited summary data is available for this year.$7.16$0.00$0.59$0.54$0.05
2018Summary only. Only limited summary data is available for this year.$7.11$0.00$0.49$0.52$0.03
2015Summary only. Only limited summary data is available for this year.$1.54$0.00$0.05$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$1.56$0.00$0.15$0.07$0.08
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.08$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$0.05$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$0.00$0.10$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • $5M-$10M nonprofits