Civic Intelligence

Clark-Winchcole Foundation

990PF • Fiscal year 2021 • EIN 52-6058340

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
7501 Wisconsin Avenue 710 EastBethesda, MD 20814

(301) 654-3607

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

64th percentile

20%

Higher net margin than 64% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

15th percentile

$60,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

19%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$197,708,650

Up $28,041,411 (+17%) from 2020

Net Assets

Up

$197,708,650

Up $28,041,411 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin64th percentile

Revenue

Up

$12,024,655

Up $1,926,107 (+19%) from 2020

Expenses

Up

$9,648,435

Up $237,743 (+2.5%) from 2020

Net Income

Up

$2,376,220

Up $1,688,364 (+245%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$200M$150M$100M$50M$0Assets 2011: $97,293,449Liabilities 2011: $02011Assets 2012: $104,486,208Liabilities 2012: $02012Assets 2013: $125,147,970Liabilities 2013: $02013Assets 2014: $130,355,951Liabilities 2014: $02014Assets 2015: $124,674,905Liabilities 2015: $02015Assets 2019: $157,236,810Liabilities 2019: $282019Assets 2020: $169,667,239Liabilities 2020: $0Net Assets 2020: $169,667,2392020Assets 2021: $197,708,650Liabilities 2021: $0Net Assets 2021: $197,708,6502021Assets 2022: $159,388,669Liabilities 2022: $4,299Net Assets 2022: $159,384,3702022Assets 2023: $168,693,295Liabilities 2023: $0Net Assets 2023: $168,693,2952023Assets 2024: $176,502,571Liabilities 2024: $0Net Assets 2024: $176,502,5712024

Highlighted filing

2021

Assets$197,708,650
Liabilities$0
Net Assets$197,708,650
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,114,698Expenses 2011: $6,468,612Net Income 2011: -$1,353,9142011Revenue 2012: $7,451,878Expenses 2012: $5,496,024Net Income 2012: $1,955,8542012Revenue 2013: $13,975,888Expenses 2013: $6,000,034Net Income 2013: $7,975,8542013Revenue 2014: $7,805,601Expenses 2014: $6,947,974Net Income 2014: $857,6272014Revenue 2015: $6,928,487Expenses 2015: $6,752,082Net Income 2015: $176,4052015Revenue 2019: $7,448,329Expenses 2019: $8,552,588Net Income 2019: -$1,104,2592019Revenue 2020: $10,098,548Expenses 2020: $9,410,692Net Income 2020: $687,8562020Revenue 2021: $12,024,655Expenses 2021: $9,648,435Net Income 2021: $2,376,2202021Revenue 2022: $15,375,531Expenses 2022: $9,752,772Net Income 2022: $5,622,7592022Revenue 2023: $6,365,500Expenses 2023: $9,633,493Net Income 2023: -$3,267,9932023Revenue 2024: $15,919,448Expenses 2024: $10,853,561Net Income 2024: $5,065,8872024

Highlighted filing

2021

Revenue$12,024,655
Expenses$9,648,435
Net Income$2,376,220
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VINCENT C BURKE IIIChairman/PresidentPT$60,000-$60,000
GROVER B RUSSELLVice PresidentPT$60,000-$60,000
W CRAIG THOMPSONTreasurer-$60,000-$60,000
GREGORY OYLERSecretary-$60,000-$60,000
Filing and Contact Details

Filer

Filer Name
Clark-winchcole Foundation
EIN
52-6058340
In Care Of
% THE FOUNDATION
Phone
3016543607
Address
7501 WISCONSIN AVENUE 710 EAST, BETHESDA, MD 20814

Signing Officer

Name
Vincent C Burke
Title
President
Phone
3016543670
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Russell Evans & Thompson PLLC
Address
299 Herndon Parkway Suite 206, Herndon, VA 20170-4467
Preparer
WCraig Thompson
Phone
7034780320
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CompensationExplanation/CompensationExplanationGrp/PersonNm3GREGORY OYLER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0VINCENT C. BURKE III IS AN EMPLOYEE OF BROWN ADVISORY SERVICES, LLC, WHICH PROVIDES INVESTMENT ADVISORY SERVICES FOR THE FOUNDATION. THE FEES CHARGED ARE REASONABLE AND COMMENSURATE WITH THE SERVICES PROVIDED. SEE STATEMENT 20.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1GROVER B RUSSELL IS A MEMBER OF THE FIRM RUSSELL EVANS & THOMPSON PLLC. THE FIRM PROVIDES ACCOUNTING AND TAX SERVICES FOR THE FOUNDATION. THE FEES CHARGED ARE REASONABLE AND COMMENSURATE WITH THE SERVICES PROVIDED. SEE STATEMENT 3.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2W. CRAIG THOMPSON IS A MEMBER OF THE FIRM RUSSELL, EVANS & THOMPSON, PLLC. THE FIRM PROVIDES ACCOUNTING AND TAX SERVICES FOR THE FOUNDATION. THE FEES CHARGED ARE REASONABLE AND COMMENSURATE WITH THE SERVICES PROVIDED. SEE STATEMENT 3.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3GREGORY OYLER IS A MEMBER OF THE FIRM SCRIBNER, HALL & THOMPSON, LLP. THE FIRM PROVIDES LEGAL SERVICES FOR THE FOUNDATION. THE FEES CHARGED ARE REASONABLE AND COMMENSURATE WITH THE SERVICES PROVIDED. SEE STATEMENT 2.
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012944
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09854
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022798
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt011836
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011836
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01078509
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01084171
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09371
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt036472
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0200843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08184876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01302897
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09648435
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012009975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012024655
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0370876
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01302897
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01834435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07248488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114930525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0369838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17785976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3300136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4300136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5300136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0339491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17834896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07587979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122765421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM GAINS FROM PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM GAINS FROM PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LITIGATION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08709754
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02376220
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08299
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt025673490
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0197716949
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0169667239
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0197708650
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08846938
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08846938
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08846938
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08995766
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0148828
IRS990PF/DistributableAmountGrp/TotalTaxAmt0148828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0131602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0180430
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0100000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0148828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0131602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0148828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0148828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0280430
IRS990PF/FMVAssetsEOYAmt0197708650
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0109861
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0109889
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0109889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt012110457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt013195488
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt013195488
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0143362904
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0172604112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0172604112
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt027651
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt069538
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt041887
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt041887
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt041887
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0169667239
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0197708650
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt016759
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt017239
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt017239
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05609183
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05254915
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05254915
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04421556
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02748246
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02748246
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0169667239
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0197708650
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0197708650
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0169667239
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0197708650
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0169667239
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0197708650
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03994632
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03736874
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03736874
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0182655143
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04222644
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0173160345
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02739827
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05272154
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08995766
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0179915316
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0182655143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0122500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0BRIDGET D HARTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0GRANT ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt07501 WISCONSIN AVENUE 710 EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd020814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FARR MILLER & WASHINGTON LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BROWN ADVISORY LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2RUSSELL EVANS & THOMPSON PLLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3CHEVY CHASE TRUST INVESTMENT ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4WELLS FARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0552299
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1156362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt275186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3253098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt471216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ACCOUNTING AND TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01020 19TH STREET NW STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1901 SOUTH BOND STREET STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2299 HERNDON PKWY SUITE 206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt37501 WISCONSIN AVENUE STE 1500W
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt46325 RAINBOW BLVD STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BALTIMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2HERNDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4LAS VEGAS

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,708,650
Liabilities
$0
Net assets
$197,708,650
Revenue
$12,024,655
Expenses
$9,648,435
Net income
$2,376,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$177$0.00$177$15.9$10.9$5.07
2023Detailed filing. Detailed filing data is available for this year.$169$0.00$169$6.37$9.63$3.27
2022Detailed filing. Detailed filing data is available for this year.$159$0.00$159$15.4$9.75$5.62
2021Detailed filing. Detailed filing data is available for this year.$198$0.00$198$12.0$9.65$2.38
2020Detailed filing. Detailed filing data is available for this year.$170$0.00$170$10.1$9.41$0.69
2019Summary only. Only limited summary data is available for this year.$157$0.00$7.45$8.55$1.10
2015Summary only. Only limited summary data is available for this year.$125$0.00$6.93$6.75$0.18
2014Summary only. Only limited summary data is available for this year.$130$0.00$7.81$6.95$0.86
2013Summary only. Only limited summary data is available for this year.$125$0.00$14.0$6.00$7.98
2012Summary only. Only limited summary data is available for this year.$104$0.00$7.45$5.50$1.96
2011Summary only. Only limited summary data is available for this year.$97.3$0.00$5.11$6.47$1.35