Civic Intelligence

Joy Spiva Cragin Charitable Trust

990PF • Fiscal year 2017 • EIN 43-6365083

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 29, 2018

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$5,317

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

65th percentile

7.5%

Faster asset growth than 65% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

353%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$607,335

Up $32 (+0.0%) from 2015

Net Assets

$607,335

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin92nd percentile

Revenue

Up

$79,470

Up $81,691 (+3678%) from 2015

Expenses

Up

$36,082

Up $29,484 (+447%) from 2015

Net Income

Up

$43,388

Up $52,207 (+592%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$800K$600K$400K$200K$0Assets 2011: $596,176Liabilities 2011: $02011Assets 2012: $581,895Liabilities 2012: $02012Assets 2013: $599,347Liabilities 2013: $02013Assets 2014: $616,491Liabilities 2014: $12014Assets 2015: $607,303Liabilities 2015: $02015Assets 2017: $607,335Liabilities 2017: $0Net Assets 2017: $607,3352017Assets 2018: $607,687Liabilities 2018: $0Net Assets 2018: $607,6872018Assets 2019: $628,287Liabilities 2019: $12019Assets 2020: $642,854Liabilities 2020: $12020Assets 2021: $657,315Liabilities 2021: $0Net Assets 2021: $657,3152021Assets 2022: $619,349Liabilities 2022: $0Net Assets 2022: $619,3492022Assets 2023: $681,721Liabilities 2023: $12023Assets 2025: $761,858Liabilities 2025: $0Net Assets 2025: $761,8582025

Highlighted filing

2017

Assets$607,335
Liabilities$0
Net Assets$607,335
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $13,734Expenses 2011: $35,269Net Income 2011: -$21,5352011Revenue 2012: $22,724Expenses 2012: $36,865Net Income 2012: -$14,1412012Revenue 2013: $49,837Expenses 2013: $32,404Net Income 2013: $17,4332013Revenue 2014: $91,839Expenses 2014: $74,417Net Income 2014: $17,4222014Revenue 2015: -$2,221Expenses 2015: $6,598Net Income 2015: -$8,8192015Revenue 2017: $79,470Expenses 2017: $36,082Net Income 2017: $43,3882017Revenue 2018: $36,362Expenses 2018: $36,585Net Income 2018: -$2232018Revenue 2019: $55,617Expenses 2019: $34,830Net Income 2019: $20,7872019Revenue 2020: $54,444Expenses 2020: $39,811Net Income 2020: $14,6332020Revenue 2021: $54,766Expenses 2021: $42,727Net Income 2021: $12,0392021Revenue 2022: $5,884Expenses 2022: $42,767Net Income 2022: -$36,8832022Revenue 2023: $111,754Expenses 2023: $51,761Net Income 2023: $59,9932023Revenue 2025: $28,445Expenses 2025: $64,986Net Income 2025: -$36,5412025

Highlighted filing

2017

Revenue$79,470
Expenses$36,082
Net Income$43,388
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 29, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$5,317-$5,317
Filing and Contact Details

Filer

Filer Name
Joy Spiva Cragin Charitable Trust
EIN
43-6365083
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2018-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GOODYEAR TIRE RUBBER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17HARDING LOEVNER FRONTIER EMERG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18HELMERICH PAYNE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19HIGHLAND LONG SHORT EQUITY Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20HONEYWELL INTERNATIONAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21JACK HENRY ASSOCIATES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23LEGGETT PLATT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25LYONDELLBASELL INDUSTRIES CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26MAGNA INTL INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27MARATHON PETROLEUM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29PRUDENTIAL TOTAL RETURN BD Q
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30RAYTHEON COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32TRANSCANADA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33VALSPAR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34VANGUARD GLOBAL EQUITY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VANGUARD MIDCAP VALUE INDEX AD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36VANGUARD SMALL CAP VALUE INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38N53745100 LYONDELLBASELL INDUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39559222401 MAGNA INTL INC CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4129250N105 ENBRIDGE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42136385101 CANADIAN NATURAL RES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43G1151C101 ACCENTURE PLC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013527
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt017600
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt031127
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt031127
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0532
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04785
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05317
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt048343
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013465
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013527
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt043388
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0364710
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017600
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt026049
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0231
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt031032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt036082
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt031065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt079470
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0532
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05582
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222014-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312016-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472015-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512014-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522015-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532016-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562015-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582015-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602017-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632017-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662016-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672017-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722017-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742016-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752017-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1226

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Filings

Displayed year

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

Open filing
Assets
$607,335
Liabilities
$0
Net assets
$607,335
Revenue
$79,470
Expenses
$36,082
Net income
$43,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.28$0.65$0.37
2023Summary only. Only limited summary data is available for this year.$6.82$0.00$1.12$0.52$0.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.00$6.19$0.06$0.43$0.37
2021Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.55$0.43$0.12
2020Summary only. Only limited summary data is available for this year.$6.43$0.00$0.54$0.40$0.15
2019Summary only. Only limited summary data is available for this year.$6.28$0.00$0.56$0.35$0.21
2018Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.36$0.37$0.00
2017Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.79$0.36$0.43
2015Summary only. Only limited summary data is available for this year.$6.07$0.00$0.02$0.07$0.09
2014Summary only. Only limited summary data is available for this year.$6.16$0.00$0.92$0.74$0.17
2013Summary only. Only limited summary data is available for this year.$5.99$0.00$0.50$0.32$0.17
2012Summary only. Only limited summary data is available for this year.$5.82$0.00$0.23$0.37$0.14
2011Summary only. Only limited summary data is available for this year.$5.96$0.00$0.14$0.35$0.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $500k-$1M nonprofits