Civic Intelligence

Robert R Meyer Foundation

990PF • Fiscal year 2020 • EIN 63-6019645

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 13, 2021

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

5th percentile

-135%

Higher net margin than 5% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$252,978

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

15th percentile

-3.4%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-58%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$36,729,300

Down $1,300,810 (-3.4%) from 2019

Net Assets

$36,729,300

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin5th percentile

Revenue

Down

$961,889

Down $1,325,713 (-58%) from 2019

Expenses

Down

$2,264,282

Down $38,838 (-1.7%) from 2019

Net Income

Down

-$1,302,393

Down $1,286,875 (-8293%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$40M$30M$20M$10M$0Assets 2011: $33,572,037Liabilities 2011: $02011Assets 2012: $33,136,727Liabilities 2012: $02012Assets 2013: $35,389,129Liabilities 2013: $02013Assets 2014: $36,127,337Liabilities 2014: $02014Assets 2015: $37,540,605Liabilities 2015: $02015Assets 2018: $38,040,787Liabilities 2018: $0Net Assets 2018: $38,040,7872018Assets 2019: $38,030,110Liabilities 2019: $02019Assets 2020: $36,729,300Liabilities 2020: $0Net Assets 2020: $36,729,3002020Assets 2021: $37,348,347Liabilities 2021: $0Net Assets 2021: $37,348,3472021Assets 2022: $36,461,185Liabilities 2022: $0Net Assets 2022: $36,461,1852022Assets 2023: $35,637,057Liabilities 2023: $12023Assets 2024: $35,738,210Liabilities 2024: $0Net Assets 2024: $35,738,2102024

Highlighted filing

2020

Assets$36,729,300
Liabilities$0
Net Assets$36,729,300
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,555,542Expenses 2011: $2,036,594Net Income 2011: -$481,0522011Revenue 2012: $1,743,009Expenses 2012: $2,036,249Net Income 2012: -$293,2402012Revenue 2013: $5,190,967Expenses 2013: $2,159,874Net Income 2013: $3,031,0932013Revenue 2014: $2,987,496Expenses 2014: $2,194,700Net Income 2014: $792,7962014Revenue 2015: $4,129,524Expenses 2015: $2,453,803Net Income 2015: $1,675,7212015Revenue 2018: $2,442,035Expenses 2018: $2,297,615Net Income 2018: $144,4202018Revenue 2019: $2,287,602Expenses 2019: $2,303,120Net Income 2019: -$15,5182019Revenue 2020: $961,889Expenses 2020: $2,264,282Net Income 2020: -$1,302,3932020Revenue 2021: $3,275,734Expenses 2021: $2,650,200Net Income 2021: $625,5342021Revenue 2022: $1,403,086Expenses 2022: $2,291,881Net Income 2022: -$888,7952022Revenue 2023: $1,490,371Expenses 2023: $2,291,960Net Income 2023: -$801,5892023Revenue 2024: $2,574,223Expenses 2024: $2,473,460Net Income 2024: $100,7632024

Highlighted filing

2020

Revenue$961,889
Expenses$2,264,282
Net Income-$1,302,393
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$252,978-$252,978
BEVERLY BAKER ESQBoard Of Directors-$0--
SHARON L BLACKBURNBoard Of Directors-$0--
RAYMOND J HARBERT JRBoard Of Directors-$0--
ELMER B HARRISBoard Of Directors-$0--
Filing and Contact Details

Filer

Filer Name
Robert R Meyer Foundation
EIN
63-6019645
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2021-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5969251750 WILLIAM BLAIR MACRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6172967KB6 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73128MJXK1 FHLMC GOLD G08681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt800206RCP5 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9057071854 BAIRD AGGREGATE BOND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1931408DA87 FN 847931 5% 01 DEC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2131416RBE2 FNMA POOL AA7236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt223138E0SD2 FN AJ7715 3% 01 DEC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2431412XV35 FN 938134 6% 01 JUL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2531418AFC7 FN MA1062 3% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2631418UEE0 FNMA POOL 0AD6432
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2731677QBG3 FIFTH THIRD BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28418056107 HASBRO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29437076102 HOME DEPOT INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3045775L408 T ROWE PRICE INSTL L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31458140AJ9 INTEL CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33500754106 KRAFT HEINZ CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34532457108 ELI LILLY & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35579780206 MC CORMICK & CO INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3765339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38682680103 ONEOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3968389XBR5 ORACLE CORP 2.625% 1
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42126650DA5 CVS HEALTH CORP 3.12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4317275RBL5 CISCO SYSTEMS INC 2.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4424422ESS9 JOHN DEERE CAPITAL C
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4846637K265 JPMORGAN HEDGED EQUI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49539439AR0 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50631103108 NASDAQ INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5169351T106 PPL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5274432QBP9 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53755111507 RAYTHEON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54867914BM4 SUNTRUST BANKS INC 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5594988J5N3 WELLS FARGO BANK NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56009158106 AIR PRODUCTS & CHEMI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5700203H859 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58501044DE8 KROGER CO 2.65% 15 O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5989236TEU5 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60911312106 UNITED PARCEL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61912810RB6 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6292343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63931142ED1 WALMART INC 3.55% 26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64037833CQ1 APPLE INC 2.3% 11 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65037833DC1 APPLE INC 2.1% 12 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt663138A8SR8 FNMA POOL AH6827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6731402C4H2 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6831419BCH6 FNMA POOL 0AE097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7059156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71742718109 PROCTER & GAMBLE CO/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72912828R36 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7394106L109 WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74031162CH1 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75060505104 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt763128M7KV7 FG G05408 5% 01 DEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt773128PXKV7 FHLMC GOLD J17508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt783138X3EH1 FNMA POOL 0AU3735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7931419DMQ1 FNMA POOL 0AE3066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8006416CAB4 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt813138A4Y58 FNMA POOL 0AH343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt823138A7FR4 FNMA POOL 0AH557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt833138WKUK9 FN AS9585 4% 01 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt843140GYKA6 FN BH9288 4% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8531413YRR4 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8631419BCT0 FNMA POOL 0AE098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87345397XK4 FORD MOTOR CREDIT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88464287200 ISHARES CORE S& P 50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9058933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91681919106 OMNICOM GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9278012KKU0 ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93912810SA7 US TREASURY N/B 3% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95G491BT108 INVESCO LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97N53745100 LYONDELLBASELL INDU-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9810373QAB6 BP CAP MARKETS AMERI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9925746U109 DOMINION ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10026441CAW5 DUKE ENERGY CORP 2.4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10130231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10246625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103553530106 MSC INDUSTRIAL DIREC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10459022CAJ2 MERRILL LYNCH & CO I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10585771PAN2 STATOIL ASA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10687236YAH1 TD AMERITRADE HOLDIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107902973304 US BANCORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10891913YAU4 VALERO ENERGY CORP 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109018802108 ALLIANT ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11006828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111713448108 PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1120258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11302665WCD1 AMERICAN HONDA FINAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11409247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115375558BF9 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116464287507 ISHARES CORE S& P MI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117465899706 IVY INTERNATIONAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11838141GWM2 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119459200JG7 I B M CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120594918104 MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12114040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122258620509 DOUBLELINE EMG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12326078JAB6 DOWDUPONT INC 4.205%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1243134A4KX1 FEDERAL HOME LN MTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1253138MFTC1 FNMA POOL AQ0546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12631402RFV6 FNMA POOL 735580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12731404XT87 FN 781875 5.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12831410FSS5 FNMA POOL 888029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129363576109 GALLAGHER ARTHUR J &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130369622SM8 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13160871RAD2 MOLSON COORS BREWING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133806857108 SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13409062XAC7 BIOGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135189054109 CLOROX CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13620030N101 COMCAST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1373128MMS20 FHLMC GOLD G18536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1383128MMTP8 FG G18557 3% 01 JUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1393135G0K36 FED NATL MTG ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1403138EGNK6 FNMA POOL AL0393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1413138EGP40 FN AL0442 5.5% 01 JU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1423138WQAW2 FNMA POOL AT2720 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14331402CVZ2 FEDERAL NAT'L MTGE A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14446625HRY8 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1453140GSRR5 FN BH4095 4% 01 OCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1463140X4PJ9 FN FM1324 3% 01 NOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14731418CR89 FN MA3210 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148871829107 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149LP3105626 REGIONS SOUTHEAST TI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15000914AAB8 AIR LEASE CORP 3.75%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151035240AR1 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152126650100 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15329476L107 EQUITY RESIDENTIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15431335BXK7 FG G61582 4% 01 AUG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1553140EXDX8 FN BC2817 3% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1563140X4DE3 FN FM1000 3% 01 APR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15731418CJS4 FN MA2972 3.5% 01 AP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158459200KA8 IBM CORP 3.5% 15 MAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15948121L114 JPMORGAN STRAT INC O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16092828N429 VIRTUS KAR SMALL-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16117275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1623132Y33P7 FG Q59805 4.5% 01 NO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1633140J6GR2 FN BM2007 4% 01 SEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164316773100 FIFTH THIRD BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165912828YB0 US TREASURY N/B 1.62
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16674440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16804314H592 ARTISAN DEVELOPING W
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16926614N102 DUPONT DE NEMOURS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1703138X0Y36 F N M A POOL AU1629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1713140X4TN6 FN FM1456 2.5% 01 SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172404280CC1 HSBC HOLDINGS PLC 3.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173882508104 TEXAS INSTRUMENTS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174942622200 WATSCO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17689832Q109 TRUIST FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177037833100 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17811135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17974256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18030231GBE1 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18106051GHT9 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182128119880 CALAMOS MARKET NEUTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18320825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1843140X4H25 FN FM1148 3.5% 01 DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1853140X4PG5 FN FM1322 4.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186037833DZ0 APPLE INC 2.4% 20 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187064159TF3 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18809258N570 BLACKROCK TACT OPPOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1893140Q83R4 FN CA1707 4.5% 01 MA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190443510607 HUBBELL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191742718FH7 PROCTER & GAMBLE CO/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192912828ZT0 US TREASURY N/B .25%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19300287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1943140QCYN0 FN CA5216 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt195606822BV5 MITSUBISHI UFJ FIN G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt196842587DE4 SOUTHERN CO 3.70% 30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19703027XBD1 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt198084664CR0 BERKSHIRE HATHAWAY F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19930231GBG6 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2003132A9RT6 FR ZS8598 3% 01 FEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2013138ENQD4 FN AL5851 3.5% 01 OC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,729,300
Liabilities
$0
Net assets
$36,729,300
Revenue
$961,889
Expenses
$2,264,282
Net income
-$1,302,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$0.00$35.7$2.57$2.47$0.10
2023Summary only. Only limited summary data is available for this year.$35.6$0.00$1.49$2.29$0.80
2022Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$1.40$2.29$0.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$0.00$37.3$3.28$2.65$0.63
2020Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$0.96$2.26$1.30
2019Summary only. Only limited summary data is available for this year.$38.0$0.00$2.29$2.30$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.0$0.00$38.0$2.44$2.30$0.14
2015Summary only. Only limited summary data is available for this year.$37.5$0.00$4.13$2.45$1.68
2014Summary only. Only limited summary data is available for this year.$36.1$0.00$2.99$2.19$0.79
2013Summary only. Only limited summary data is available for this year.$35.4$0.00$5.19$2.16$3.03
2012Summary only. Only limited summary data is available for this year.$33.1$0.00$1.74$2.04$0.29
2011Summary only. Only limited summary data is available for this year.$33.6$0.00$1.56$2.04$0.48
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $25M-$50M nonprofits