Civic Intelligence

Daniel a and Sheila M Saklad Foundation

990PF • Fiscal year 2013 • EIN 45-3211321

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

Organization Profile
2440 North Dogwood LaneWilmington, NC 22903

(616) 316-2717

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

37th percentile

-1.2%

Faster asset growth than 37% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$887,349

Down $11,184 (-1.2%) from 2012

Net Assets

Down

$887,349

Down $11,184 (-1.2%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin19th percentile

Revenue

$62,080

No earlier filing loaded for comparison.

Expenses

Down

$73,264

Down $21,084 (-22%) from 2012

Net Income

-$11,184

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.0M$500K$0Assets 2011: $966,436Liabilities 2011: $02011Assets 2012: $898,533Liabilities 2012: $0Net Assets 2012: $898,5332012Assets 2013: $887,349Liabilities 2013: $1Net Assets 2013: $887,3492013Assets 2014: $880,649Liabilities 2014: $1Net Assets 2014: $880,6492014Assets 2015: $818,123Liabilities 2015: $1Net Assets 2015: $818,1232015Assets 2016: $813,708Liabilities 2016: $0Net Assets 2016: $813,7082016Assets 2017: $846,326Liabilities 2017: $0Net Assets 2017: $846,3262017Assets 2018: $836,739Liabilities 2018: $0Net Assets 2018: $836,7392018Assets 2019: $842,802Liabilities 2019: $1Net Assets 2019: $842,8022019Assets 2020: $993,764Liabilities 2020: $1Net Assets 2020: $993,7642020Assets 2021: $843,481Liabilities 2021: $1Net Assets 2021: $843,4812021Assets 2022: $525,820Liabilities 2022: $1Net Assets 2022: $525,8202022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets$887,349
Liabilities$1
Net Assets$887,349
Open 2013 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,000,854Expenses 2011: $34,418Net Income 2011: $966,4362011Expenses 2012: $94,3482012Revenue 2013: $62,080Expenses 2013: $73,264Net Income 2013: -$11,1842013Revenue 2014: $54,080Expenses 2014: $60,397Net Income 2014: -$6,3172014Revenue 2015: $5,429Expenses 2015: $67,955Net Income 2015: -$62,5262015Revenue 2016: $17,704Expenses 2016: $21,007Net Income 2016: -$3,3032016Revenue 2017: $75,632Expenses 2017: $42,564Net Income 2017: $33,0682017Revenue 2018: $50,178Expenses 2018: $59,213Net Income 2018: -$9,0352018Revenue 2019: $70,594Expenses 2019: $64,198Net Income 2019: $6,3962019Revenue 2020: $294,004Expenses 2020: $140,977Net Income 2020: $153,0272020Revenue 2021: $107,631Expenses 2021: $257,914Net Income 2021: -$150,2832021Revenue 2022: -$5,867Expenses 2022: $311,794Net Income 2022: -$317,6612022Revenue 2023: $47,387Expenses 2023: $146,442Net Income 2023: -$99,0552023

Highlighted filing

2013

Revenue$62,080
Expenses$73,264
Net Income-$11,184
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SAKLADPresident- Treasurer-$0--
SHELIA SAKLADVice President - Secretary-$0--
DANIEL A SAKLAD JRBoard Member-$0--
J HUNTER SAKLADBoard Member-$0--
Filing and Contact Details

Filer

EIN
45-3211321
Phone
6163162717

Signing Officer

Name
Mcgladrey Llp
Title
President
Phone
6163162717
Signed
2014-05-07
Discuss with paid preparer
Yes

Preparer

Preparer
Violet Price
Phone
9107629671
Raw XML AppendixShowing 400 of 703 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt155448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt183088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt192600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt201419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt221522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt232430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-2569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt274431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt281380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt155448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt183088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt201419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt221522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt232430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26-2569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt274431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt281380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt433101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt517367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt630206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt730855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt816404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1235750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1315850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1415299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1519852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1817816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1917374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2024938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt228288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt239659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt244340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2619000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2717723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt281380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0257.73 SHS PIMCO HIGH YIELD FD-INST 108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150.00 SHS ISHARES TR MSCI EMERGING MARK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2170.00 SHS ISHARES MSCI EAFE GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3125.00 SHS ISHARES IBOXX $ INV GR CORP BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,123.58 SHS IVEY STRATEGY DUNF CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5657.11 SHS TWEEDY BROWNE FD GLOBAL VALU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,067.36 SHS GATEWAY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72,245.65 SHS WFA ASSET ALLOCATION - INS #3169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc890.00 SHS ISHARES S7P INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc940.00 SHS ISHARES MSCI EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1025.00 SHS ISHARES RUSSELL 1000 GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112,585.31 SHS PIMCO HIGH YIELD FD-INST 108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12300.00 SHS ISHARES IBOXX $ INV GR CORP BD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13630.00 SHS ISHARES MSCI AUSTRALIA INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14545.00 SHS ISHARES INC MSCI CDA INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15735.00 SHS ISHARES MSCI GERMANY INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1615.00 SHS ISHARES RUSSELL 2000 GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1715.00 SHS ISHARES TR RUSSELL MIDCAP GRO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18400.00 SHS JP MORGAN ALERIAN MLP INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19300.00 SHS ISHARES MSCI EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20600.00 SHS ISHARES TR MSCI EMERGING MARK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2125.00 SHS SPDR DJ WILSHIRE INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22125.00 SHS VANGUARD REIT VIPER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2375.00 SHS ISHARES TR RUSSELL MIDCAP INDE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2450.00 SHS ISHARES RUSSELL 2000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25619.96 SHS MERGER FD SH BEN INT 260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc262,553.76 SHS CREDIT SUISSE COMM RT ST-CO 21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27826.63 SHS DIAMOND HILL LONG-SHORT FD CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192013-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212013-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232013-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242013-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272013-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037780
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11184
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0887349
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0898533
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0887349
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048288
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048288
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt048288
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048814
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0526
IRS990PF/DistributableAmountGrp/TotalTaxAmt0526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01034624
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0109366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0133573
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0131361
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0512662
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0479714
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0611919
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0255991
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0251876
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0269158
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01852
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt03842
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01852
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01852
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0898533
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0887349
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016672
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020334
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020334
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0898533
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0887349
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01034624
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0898533
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0887349
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0898533
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0887349
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0991146
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07237
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0983909
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014867
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048814

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$887,349
Liabilities
$1
Net assets
$887,349
Revenue
$62,080
Expenses
$73,264
Net income
-$11,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.01$0.31$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.11$0.26$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.29$0.14$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.08$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.01$0.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.09
2011Summary only. Only limited summary data is available for this year.$0.97$0.00$1.00$0.03$0.97
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $500k-$1M nonprofits