Civic Intelligence

Ella Ann L & Frank B Holding Foundation

990PF • Fiscal year 2013 • EIN 56-2002528

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

Organization Profile
P O Box 1415Smithfield, NC 27577

(919) 989-3281

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2013 filings • NTEE B • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2013 filings • NTEE B • $10M-$25M nonprofits • Source year 2013

Net Margin

92nd percentile

43%

Higher net margin than 92% of similar nonprofits.

2013 filings • NTEE B • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

52nd percentile

3.7%

Faster asset growth than 52% of similar nonprofits.

2013 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-54%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$13,454,538

Up $475,425 (+3.7%) from 2012

Net Assets

$13,454,538

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin92nd percentile

Revenue

Down

$1,099,048

Down $1,269,595 (-54%) from 2012

Expenses

Up

$623,623

Up $117,781 (+23%) from 2012

Net Income

Down

$475,425

Down $1,387,376 (-74%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $11,111,312Liabilities 2011: $02011Assets 2012: $12,979,113Liabilities 2012: $02012Assets 2013: $13,454,538Liabilities 2013: $0Net Assets 2013: $13,454,5382013Assets 2014: $13,936,421Liabilities 2014: $1Net Assets 2014: $13,936,4212014Assets 2015: $14,694,367Liabilities 2015: $1Net Assets 2015: $14,694,3672015Assets 2016: $14,910,924Liabilities 2016: $0Net Assets 2016: $14,910,9242016Assets 2017: $15,379,937Liabilities 2017: $0Net Assets 2017: $15,379,9372017Assets 2018: $15,548,023Liabilities 2018: $0Net Assets 2018: $15,548,0232018Assets 2019: $16,151,159Liabilities 2019: $1Net Assets 2019: $16,151,1592019Assets 2020: $16,433,208Liabilities 2020: $1Net Assets 2020: $16,433,2082020Assets 2021: $17,913,657Liabilities 2021: $1Net Assets 2021: $17,913,6572021Assets 2022: $17,874,826Liabilities 2022: $1Net Assets 2022: $17,874,8262022Assets 2023: $17,737,297Liabilities 2023: $1Net Assets 2023: $17,737,2972023Assets 2024: $18,148,408Liabilities 2024: $0Net Assets 2024: $18,148,4082024

Highlighted filing

2013

Assets$13,454,538
Liabilities$0
Net Assets$13,454,538
Open 2013 Filing

Operations Trend

Revenue Growth2nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,103,119Expenses 2011: $462,972Net Income 2011: $640,1472011Revenue 2012: $2,368,643Expenses 2012: $505,842Net Income 2012: $1,862,8012012Revenue 2013: $1,099,048Expenses 2013: $623,623Net Income 2013: $475,4252013Revenue 2014: $1,081,587Expenses 2014: $599,704Net Income 2014: $481,8832014Revenue 2015: $1,428,673Expenses 2015: $670,727Net Income 2015: $757,9462015Revenue 2016: $952,832Expenses 2016: $736,275Net Income 2016: $216,5572016Revenue 2017: $1,227,906Expenses 2017: $758,893Net Income 2017: $469,0132017Revenue 2018: $1,175,761Expenses 2018: $1,007,675Net Income 2018: $168,0862018Revenue 2019: $1,309,951Expenses 2019: $706,815Net Income 2019: $603,1362019Revenue 2020: $1,167,762Expenses 2020: $885,713Net Income 2020: $282,0492020Revenue 2021: $2,388,555Expenses 2021: $908,106Net Income 2021: $1,480,4492021Revenue 2022: $1,119,822Expenses 2022: $1,158,653Net Income 2022: -$38,8312022Revenue 2023: $922,752Expenses 2023: $1,060,281Net Income 2023: -$137,5292023Revenue 2024: $1,533,140Expenses 2024: $1,122,029Net Income 2024: $411,1112024

Highlighted filing

2013

Revenue$1,099,048
Expenses$623,623
Net Income$475,425
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 Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLIVIA B HOLDINGPresident-$0--
FRANK B HOLDING JRVice President-$0--
HOPE HOLDING CONNELLSecretary/Tres-$0--
Filing and Contact Details

Filer

EIN
56-2002528
Phone
9199893281

Signing Officer

Name
Olivia B Holding
Title
President
Phone
9199893281
Signed
2014-05-07
Discuss with paid preparer
Yes

Preparer

Preparer
Caroline P Abbott CPA
Phone
9195717055
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5344326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54101487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55100067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56196643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5769150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5873122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59115744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6058865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6166708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6295588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6379940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6483474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6592225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6657462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6777460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68135584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6993023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7069987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7168974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72113975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7361057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7471254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75102650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,482 SHS AMERISERV FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,891 SHS FIRST CITIZENS BANK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21,411 SHS AMERISERV FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3200 SHS FIRST CITIZENS BANK CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4200 SHS FIRST CITIZENS BANK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52,000 SHS VIRGINIA BANK BANCSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6285 SHS FIRST CITIZENS BANK SC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73,345 SHS NORTH STATE TELECOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8250,000 UTS WACCAMAW STATE TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91,000 SHS COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10500 SHS KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11333 SHS KRAFT FOOD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12500 SHS PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131,000 SHS SCANA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14250 SHS CLOVER COMMUNITY BANKSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15500 SHS FIRST TENNESSEE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161,000 SHS FIRST TENNESSEE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm178,000 SHS JPMORGAN CHASE BANK 5.5% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm184,000 SHS TAYLOR CAPITAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192,000 SHS TAYLOR CAPITAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201,000 SHS ALTRIA GROUP INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21500 SHS CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221,000 SHS DOMINION RES INC VA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231,000 SHS DUPONT EI DENEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241,000 SHS GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251,000 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261,000 SHS KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27667 SHS KRAFT FOODS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281,000 SHS MONDELEZ (FROM KRAFT SPLIT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29500 SHS PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30500 SHS PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311,000 SHS PIEDMONT NAT GAS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32500 SHS PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,000 SHS SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34500 SHS CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35500 SHS CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36500 SHS PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37600 SHS FCB SC PRFD SERIES F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm384000 SHS ASTORIA FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm398000 SHS WFS FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401,344 SHS LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm413,379 SHS ACTIVISION BLIZZARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421,604 SHS AETNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm432,717 SHS CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441,302 SHS CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm451,984 SHS CA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462,064 SHS CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47693 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481,220 SHS CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm493,704 SHS CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501,733 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51671 SHS DIAMOND OFFSHORE DRILLING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52474 SHS ENERGIZER HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53438 SHS EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541,264 SHS FLUOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553,570 SHS GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm562,301 SHS ISHARES S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57755 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58700 SHS KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm592,928 SHS KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60727 SHS LEAR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611,308 SHS ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62643 SHS LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631,497 SHS MACY'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64910 SHS MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651,607 SHS MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661,536 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm672,390 SHS NEWELL RUBBERMAID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681,183 SHS NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm693,037 SHS PFIZER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70982 SHS ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711,483 SHS PLUM CREEK TIMBER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721,553 SHS STATE STR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731,742 SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm741,022 TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751,393 WYNDHAM WORLDWIDE CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0640442
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0126443
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NONDIVIDEND DISTRIBUTION
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0767129
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0126443
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0564000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0564000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0331919
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0640442
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0640442
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0475425
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03034933
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0361
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0361
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0722
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0126443
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0762195
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0244
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt053521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0565537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0623623
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0766885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01099048
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01537
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04690
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt059623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02005-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12005-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32000-09-07
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt099833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt238547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt331501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt529629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62678382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6126618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6126618

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Filings

Displayed year

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

Open filing
Assets
$13,454,538
Liabilities
$0
Net assets
$13,454,538
Revenue
$1,099,048
Expenses
$623,623
Net income
$475,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.53$1.12$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$0.92$1.06$0.14
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.12$1.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$2.39$0.91$1.48
2020Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.17$0.89$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$1.31$0.71$0.60
2018Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.18$1.01$0.17
2017Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$1.23$0.76$0.47
2016Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.95$0.74$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.00$14.7$1.43$0.67$0.76
2014Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.08$0.60$0.48
2013Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.10$0.62$0.48
2012Summary only. Only limited summary data is available for this year.$13.0$0.00$2.37$0.51$1.86
2011Summary only. Only limited summary data is available for this year.$11.1$0.00$1.10$0.46$0.64
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • NTEE B82Z • $10M-$25M nonprofits