Civic Intelligence

Wapello County Foundation

990PF • Fiscal year 2025 • EIN 42-1212642

May 01, 2024 to Apr 30, 2025 • Filed on Jun 25, 2025

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320 Church StOttumwa, IA 52501

(641) 682-7541

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

31st percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

66th percentile

8.1%

Faster asset growth than 66% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

246%

Faster revenue growth than 97% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,434,858

Up $107,024 (+8.1%) from 2024

Net Assets

$1,434,559

No earlier filing loaded for comparison.

Liabilities

Up

$299

Up $201 (+205%) from 2024

Revenue

Up

$181,441

Up $129,074 (+246%) from 2024

Expenses

Up

$74,618

Up $3,133 (+4.4%) from 2024

Net Income

Up

$106,823

Up $125,941 (+659%) from 2024

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,112,383Liabilities 2011: $02011Assets 2012: $1,459,528Liabilities 2012: $02012Assets 2013: $1,397,540Liabilities 2013: $0Net Assets 2013: $1,397,5402013Assets 2014: $1,364,361Liabilities 2014: $0Net Assets 2014: $1,364,3612014Assets 2015: $1,364,057Liabilities 2015: $0Net Assets 2015: $1,364,0572015Assets 2016: $1,306,787Liabilities 2016: $0Net Assets 2016: $1,306,7872016Assets 2017: $1,270,547Liabilities 2017: $0Net Assets 2017: $1,270,5472017Assets 2019: $1,286,111Liabilities 2019: $100Net Assets 2019: $1,286,0112019Assets 2020: $1,272,015Liabilities 2020: $62Net Assets 2020: $1,271,9532020Assets 2021: $1,285,973Liabilities 2021: $19Net Assets 2021: $1,285,9542021Assets 2022: $1,312,465Liabilities 2022: $92Net Assets 2022: $1,312,3732022Assets 2023: $1,346,963Liabilities 2023: $109Net Assets 2023: $1,346,8542023Assets 2024: $1,327,834Liabilities 2024: $982024Assets 2025: $1,434,858Liabilities 2025: $299Net Assets 2025: $1,434,5592025

Highlighted filing

2025

Assets$1,434,858
Liabilities$299
Net Assets$1,434,559

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $73,919Expenses 2011: $60,639Net Income 2011: $13,2802011Revenue 2012: $383,718Expenses 2012: $36,573Net Income 2012: $347,1452012Expenses 2013: $98,7492013Revenue 2014: $88,192Expenses 2014: $121,371Net Income 2014: -$33,1792014Revenue 2015: $88,479Expenses 2015: $88,783Net Income 2015: -$3042015Revenue 2016: $101,241Expenses 2016: $158,511Net Income 2016: -$57,2702016Revenue 2017: $35,950Expenses 2017: $72,190Net Income 2017: -$36,2402017Revenue 2019: $103,757Expenses 2019: $82,224Net Income 2019: $21,5332019Revenue 2020: $80,719Expenses 2020: $94,777Net Income 2020: -$14,0582020Revenue 2021: $90,377Expenses 2021: $76,376Net Income 2021: $14,0012021Revenue 2022: $164,453Expenses 2022: $138,034Net Income 2022: $26,4192022Revenue 2023: $116,280Expenses 2023: $81,799Net Income 2023: $34,4812023Revenue 2024: $52,367Expenses 2024: $71,485Net Income 2024: -$19,1182024Revenue 2025: $181,441Expenses 2025: $74,618Net Income 2025: $106,8232025

Highlighted filing

2025

Revenue$181,441
Expenses$74,618
Net Income$106,823
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jun 25, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW WOODARDPresident-$0--
WILLIAM REECEVice Preside-$0--
DIANNE HAASSec/Treas-$0--
MARK ALTFILLISCHDirector-$0--
MARK ORMANDirector-$0--
LORI YATESDirector-$0--
DUSTY STEWARTDirector-$0--
JOSH VANNESSDirector-$0--
PAUL ZINGGDirector-$0--
KATHY SORAKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wapello County Foundation
EIN
42-1212642
Phone
6416827541
Address
320 CHURCH ST, OTTUMWA, IA 52501

Signing Officer

Name
Andrew Woodard
Title
President
Phone
6416844377
Signed
2025-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Goodman & Hayes Cpas Pllc
Address
215 W 4TH ST, OTTUMWA, IA 52501-7578
Preparer
Colby J Hayes
Phone
6416842150
Raw XML AppendixShowing 400 of 712 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-20372
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-18100
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20-24
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-162
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-13
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-25
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24704
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25366
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0107766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1120522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt330251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4100711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt583993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt663525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt765281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt856603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt925279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1025709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1129748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1230689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1330659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1434797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1525005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1625683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1724622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1825073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1925770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2021618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2125039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2224275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2330714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2424857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2524521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2624912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2725005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2830083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0104721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1109044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt284771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt327667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4100490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt583983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt660602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt759602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt850032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt925360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1025675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1129953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1230318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1330462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1435001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1524863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1625541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1724198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1824730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1925313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2022038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2123483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2224385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2330245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2423968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2524775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2624874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2725261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2829998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PACE LARGE CO GROWTH EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PACE LARGE CO VALUE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PACE SMALL/MEDIUM CO GROWTH EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3PACE SMALL/MEDIUM CO VALUE EQU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PACE INTERNATIONAL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PACE INTERNATIONAL EMERGING MK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PACE INTERNATIONAL FIXED INCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PACE STRATEGIC FIXED INCOME IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PACE GOVT SECURITIES FIXED INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PACE ALTERNATIVE STRATEGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MFS VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD GROWTH & INCOME ADMIRAL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AMERICAN FUNDS INTERNATIONAL VNTG F-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FULLERTHALER BEHVRL SMLL-MD CORR EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DFA US LARGE CAP GROWTH PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FIDELITY ADVISOR DIVERSIFIED INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JANUS HENDERSON ENTERPRISE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MFS MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18VANGUARD SELECTED VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AIR PRODUCTS & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AMGEN INC NTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BP CPTL MARK AMER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JOHN DEERE CPTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FFCB BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FFCB BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26HONEYWELL INTL NTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27INTEL CORP NTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PNC FINL SVCS GROUP INC PERP JR SB G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PACCAR FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PRINCIPAL FINANCIAL GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36WP CAREY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FFCB
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt017878
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt028199
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-62806
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020633
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt066710
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-62806
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03904
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01725
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01725
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt038511
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028199
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060591
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060591
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0177537
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt017878
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt017878
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017878
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0106823
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01778113
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt020633
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020633
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020633
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-34607
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt052683
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09199
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09199
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02262
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt038511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt060591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt074618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt066710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0181441
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014027
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028199
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0106823
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01434559
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01327736
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01434559
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt075812
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt075812
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt075812
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt076544
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0732
IRS990PF/DistributableAmountGrp/TotalTaxAmt0732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt01402485
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02473595
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02438988
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt016671
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019020
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01310125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01243726
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01211353
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01038
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt098
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0299
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1145859
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1004429
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0172112
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0172112
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01327834
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01434858
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01402485
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt098
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0299
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01327834
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01434858
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01327736
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01434559

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.18$0.07$0.11
2024Summary only. Only limited summary data is available for this year.$1.33$0.00$0.05$0.07$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.12$0.08$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.16$0.14$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.09$0.08$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.08$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.10$0.08$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.04$0.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.10$0.16$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.09$0.09$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.09$0.12$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$0.38$0.04$0.35
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.07$0.06$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • $1M-$5M nonprofits