Civic Intelligence

The Stanley Foundation DBA

990PF • Fiscal year 2023 • EIN 42-6071036

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 25, 2024

304 Iowa AveMuscatine, IA 52761

(563) 264-1500

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$319,855

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

323%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Up

$132,211,639

Up $15,981,868 (+14%) from 2022

Net Assets

Up

$132,199,447

Up $15,987,738 (+14%) from 2022

Liabilities

Down

$12,192

Down $5,870 (-32%) from 2022

Revenue

Up

$23,821,428

Up $18,188,116 (+323%) from 2022

Expenses

Up

$7,833,690

Up $1,078,980 (+16%) from 2022

Net Income

Up

$15,987,738

Up $17,109,136 (+1526%) from 2022

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $54,087,170Liabilities 2010: $11,732Net Assets 2010: $54,075,4382010Assets 2011: $52,454,706Liabilities 2011: $10,250Net Assets 2011: $52,444,4562011Assets 2012: $59,895,016Liabilities 2012: $12,702Net Assets 2012: $59,882,3142012Assets 2013: $72,217,859Liabilities 2013: $8,386Net Assets 2013: $72,209,4732013Assets 2014: $81,873,989Liabilities 2014: $9,234Net Assets 2014: $81,864,7552014Assets 2015: $87,239,065Liabilities 2015: $33,942Net Assets 2015: $87,205,1232015Assets 2016: $88,229,022Liabilities 2016: $36,339Net Assets 2016: $88,192,6832016Assets 2017: $90,326,307Liabilities 2017: $30,131Net Assets 2017: $90,296,1762017Assets 2018: $100,109,252Liabilities 2018: $30,414Net Assets 2018: $100,078,8382018Assets 2019: $102,257,243Liabilities 2019: $58,235Net Assets 2019: $102,199,0082019Assets 2020: $107,002,163Liabilities 2020: $11,879Net Assets 2020: $106,990,2842020Assets 2021: $117,345,390Liabilities 2021: $12,283Net Assets 2021: $117,333,1072021Assets 2022: $116,229,771Liabilities 2022: $18,062Net Assets 2022: $116,211,7092022Assets 2023: $132,211,639Liabilities 2023: $12,192Net Assets 2023: $132,199,4472023Assets 2024: $134,522,641Liabilities 2024: $17,216Net Assets 2024: $134,505,4252024

Highlighted filing

2023

Assets$132,211,639
Liabilities$12,192
Net Assets$132,199,447

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $3,957,8462010Expenses 2011: $3,915,7662011Expenses 2012: $3,822,9032012Revenue 2013: $16,562,708Expenses 2013: $4,235,549Net Income 2013: $12,327,1592013Revenue 2014: $14,388,028Expenses 2014: $4,732,746Net Income 2014: $9,655,2822014Revenue 2015: $10,247,946Expenses 2015: $4,907,578Net Income 2015: $5,340,3682015Revenue 2016: $5,906,103Expenses 2016: $4,918,543Net Income 2016: $987,5602016Revenue 2017: $6,879,498Expenses 2017: $4,776,005Net Income 2017: $2,103,4932017Revenue 2018: $15,710,858Expenses 2018: $5,928,196Net Income 2018: $9,782,6622018Revenue 2019: $7,833,884Expenses 2019: $5,713,714Net Income 2019: $2,120,1702019Revenue 2020: $9,234,300Expenses 2020: $4,443,024Net Income 2020: $4,791,2762020Revenue 2021: $15,567,558Expenses 2021: $5,224,735Net Income 2021: $10,342,8232021Revenue 2022: $5,633,312Expenses 2022: $6,754,710Net Income 2022: -$1,121,3982022Revenue 2023: $23,821,428Expenses 2023: $7,833,690Net Income 2023: $15,987,7382023Revenue 2024: $10,695,823Expenses 2024: $8,389,845Net Income 2024: $2,305,9782024

Highlighted filing

2023

Revenue$23,821,428
Expenses$7,833,690
Net Income$15,987,738
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 25, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick Keith PorterPresidentFT$297,848$22,007$319,855
Jennifer SmyserVice PresidentFT$190,480$33,085$223,565
Patricia PapkeVP/SecretaryFT$150,058$31,689$181,747
Cassie BatzkielVP/TreasurerFT$142,622$16,717$159,339
Mark SeamanVice PresidentFT$121,838$16,593$138,431
Lori Zook-StanleyVice Chair-$0--
Lynne StanleyChair-$0--
April DonnellanDirector/Member-$0--
Nathan ElliottDirector/Member-$0--
Brian HansonDirector/Member-$0--
Wayne MoyerDirector/Member-$0--
Jeffrey PattisonDirector/Member-$0--
Elizabeth ShriverDirector/Member-$0--
Joseph StanleyDirector/Member-$0--
Nathan Woodliff-StanleyDirector/Member-$0--
Donna BucklesDirector/Member-$0--
Georgina DodgeDirector/Member-$0--
Tom HansonDirector/Member-$0--
Jane StephensonDirector/Member-$0--
Catherine ElliottDirector/Member-$0--
Lincoln StanleyDirector/Member-$0--
Ann BrandenburgDirector/Member-$0--
Abbie MillerDirector/Member-$0--
Filing and Contact Details

Filer

Filer Name
The Stanley Foundation dba
EIN
42-6071036
Phone
5632641500
Address
304 Iowa Ave, Muscatine, IA 52761

Signing Officer

Name
Patrick Keith Porter
Title
President
Phone
5632641500
Signed
2024-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
1545 Associates Dr Ste 101, Dubuque, IA 52002-2299
Preparer
Carmen Krantz CPA
Phone
5635561790
Raw XML AppendixShowing 400 of 2,814 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt029268
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting and audit fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt014634
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt014634
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt0520977
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Mass disposal of assets
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0555629
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-34652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0691797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12155490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26479528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36514741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41607543
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5863108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt614676882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt74605777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82011317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt95246640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt103303281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1114712663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1239955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1416281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1532671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16101884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17804678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1874529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt196292
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2019550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21151322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2212390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt238187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2419303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2519007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2689668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2757095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2834023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2915227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3034473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3115290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3219104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3357719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3472548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3547267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt368731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3771308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38493466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3923899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4035731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4153946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42203501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4395008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4421263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4577478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46367311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt477465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4829116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49259397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5088637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5121412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5219639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt537684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5455621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt55131888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt56146275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt578243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt581045082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5942538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6046159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6111958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6220411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6338625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6425257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt65136471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6673557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6719217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6822872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6936375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7035640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71437058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72111796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7327564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7470876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt75360559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7684023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7753464
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt78104943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7988832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8015101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8137612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8212244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8337275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8491957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8561853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8650661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8730033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8883691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8939296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9023463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91197626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9237497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93506677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt94250755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt95634642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9643970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9763190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt98116445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9932872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt100373357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10130305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10285153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10367829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt104103339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt105140054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt106203429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10736662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt108117301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt109119352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110139686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111107217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112103525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113127943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt114159919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115133051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11682862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt117132732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118110111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11956418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12034080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12142645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122149155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12380046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12456213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125150072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12677181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12750865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12813692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt129315714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13055820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13125198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1321089237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt133152181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt134130240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13525166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13624809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt137115858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13864507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13932495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt140159059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14116451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14211397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14347418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14410518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14547353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14612174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt147126394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14833050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1496852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15076970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15147091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15230462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt153197383
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15456598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15517263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt156107193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt157667672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15870033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15942882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16063300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16120180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt162156797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt163521357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16479480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16578420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt166193514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16728485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16829249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16994209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt170214618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17141207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17236578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt173127801
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17477194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17529001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt176189575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt177115919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17844828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17917314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18089405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18154168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18261426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt183142655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt184241814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1856795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt186197806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18728202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt188325796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt189436665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19062481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19141653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19247115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt193213018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt194195741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19531721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt196134139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19714592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19886223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19914259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt200116644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt201243417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt202125572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt203147198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20431821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20512731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20659652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20712567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20834988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt209236969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2105554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2115737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21271611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21383115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21444684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt215166178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt216102989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21731105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt218113706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21963826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22072409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22118252
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22236269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22396530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22455042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt225680661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22630697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt227569561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22877879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt229508227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23050277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23172947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23227197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23325071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt234355691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23526266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23667319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23756305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23815639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt239164423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24019937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt241357847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt242756897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24315494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24483909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24527769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24643800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24751150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt248143548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2498898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt250120232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25162265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25214137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25367818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25469249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt255160826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25626722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt257159982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25836343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25930655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26018815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26198602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26243505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt263188187
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2649107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26563752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26659309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26748592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26866268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26958417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27048014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27187089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27242870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27315018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27446250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27593623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27645313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27710283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27889997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt279191750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28045666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt281237905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28231054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28330052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28430756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28519954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28634656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt287117042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28836596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28969455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29018807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt291185215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29212228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29324995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29487531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt295115154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29648120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29765094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29874303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29972167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30029405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30159434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30251683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt303267255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30459633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3059690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30663107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30712874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3089266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30929484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31020650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31128802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt312103507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31372922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt314204722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt315210061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt316229945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31740404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31831281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31953784
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32035579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321114787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32240973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt323282480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32414498
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32579297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32677758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt327253526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt328238532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32916607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33091537
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt331158591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33242343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3334062596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt334164022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33557452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33622316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt337466643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33839379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33989440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt340318069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34150303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34231983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34340321
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34424858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34528884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34614197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34729773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34860298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34939707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35033530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3517110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt352218144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt353193144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt354194444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35521331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3563021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35785802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35842800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt359115162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3602815590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36169023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt362108394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36335208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36482741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36518714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3661565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt367188819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36853480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt369124148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37022541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt371124886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37215373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt373126614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37478695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt375247412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt376148079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37728597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37890412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37933453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38020429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt381254590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38210371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38327739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38436841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38513941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38622500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt387310504

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$135$0.02$135$10.7$8.39$2.31
2023Detailed filing. Detailed filing data is available for this year.$132$0.01$132$23.8$7.83$16.0
2022Detailed filing. Detailed filing data is available for this year.$116$0.02$116$5.63$6.75$1.12
2021Detailed filing. Detailed filing data is available for this year.$117$0.01$117$15.6$5.22$10.3
2020Detailed filing. Detailed filing data is available for this year.$107$0.01$107$9.23$4.44$4.79
2019Detailed filing. Detailed filing data is available for this year.$102$0.06$102$7.83$5.71$2.12
2018Detailed filing. Detailed filing data is available for this year.$100$0.03$100$15.7$5.93$9.78
2017Detailed filing. Detailed filing data is available for this year.$90.3$0.03$90.3$6.88$4.78$2.10
2016Detailed filing. Detailed filing data is available for this year.$88.2$0.04$88.2$5.91$4.92$0.99
2015Detailed filing. Detailed filing data is available for this year.$87.2$0.03$87.2$10.2$4.91$5.34
2014Detailed filing. Detailed filing data is available for this year.$81.9$0.01$81.9$14.4$4.73$9.66
2013Detailed filing. Detailed filing data is available for this year.$72.2$0.01$72.2$16.6$4.24$12.3
2012Detailed filing. Detailed filing data is available for this year.$59.9$0.01$59.9$3.82
2011Detailed filing. Detailed filing data is available for this year.$52.5$0.01$52.4$3.92
2010Detailed filing. Detailed filing data is available for this year.$54.1$0.01$54.1$3.96
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • $100M-$250M nonprofits