Civic Intelligence

Inasmuch Foundation

990PF • Fiscal year 2023 • EIN 73-1167188

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization Profile

View Organization Page

210 Park Avenue 3150Oklahoma City, OK 73102

(405) 604-5292

Siviq Scores

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

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.36x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

47th percentile

$545,163

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2023 filings • $250M-$1B nonprofits • Source year 2023

Asset Growth

22nd percentile

-1.4%

Faster asset growth than 22% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$403,161,605

Down $5,634,219 (-1.4%) from 2022

Net Assets

Down

$395,071,116

Down $2,528,874 (-0.6%) from 2022

Liabilities

Down

$8,090,489

Down $3,105,345 (-28%) from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin19th percentile

Revenue

Down

$22,424,607

Down $16,467,548 (-42%) from 2022

Expenses

Up

$24,957,232

Up $1,577,318 (+6.7%) from 2022

Net Income

Down

-$2,532,625

Down $18,044,866 (-116%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$600M$400M$200M$0Assets 2011: $258,399,515Liabilities 2011: $8,143,8842011Assets 2012: $267,366,786Liabilities 2012: $10,644,4412012Assets 2013: $278,050,691Liabilities 2013: $11,200,6282013Assets 2014: $376,039,057Liabilities 2014: $11,442,6802014Assets 2015: $372,603,612Liabilities 2015: $17,443,1982015Assets 2019: $380,565,707Liabilities 2019: $8,522,0472019Assets 2020: $369,342,311Liabilities 2020: $13,080,1772020Assets 2021: $394,422,796Liabilities 2021: $13,362,000Net Assets 2021: $381,060,7962021Assets 2022: $408,795,824Liabilities 2022: $11,195,834Net Assets 2022: $397,599,9902022Assets 2023: $403,161,605Liabilities 2023: $8,090,489Net Assets 2023: $395,071,1162023Assets 2024: $409,737,867Liabilities 2024: $18,424,603Net Assets 2024: $391,313,2642024

Highlighted filing

2023

Assets$403,161,605
Liabilities$8,090,489
Net Assets$395,071,116
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $10,486,237Expenses 2011: $13,129,996Net Income 2011: -$2,643,7592011Revenue 2012: $25,427,221Expenses 2012: $18,430,030Net Income 2012: $6,997,1912012Revenue 2013: $24,937,096Expenses 2013: $15,557,463Net Income 2013: $9,379,6332013Revenue 2014: $116,159,704Expenses 2014: $18,395,739Net Income 2014: $97,763,9652014Revenue 2015: $20,402,988Expenses 2015: $29,926,662Net Income 2015: -$9,523,6742015Revenue 2019: $24,613,572Expenses 2019: $22,016,319Net Income 2019: $2,597,2532019Revenue 2020: $15,229,347Expenses 2020: $30,643,315Net Income 2020: -$15,413,9682020Revenue 2021: $49,887,073Expenses 2021: $25,088,411Net Income 2021: $24,798,6622021Revenue 2022: $38,892,155Expenses 2022: $23,379,914Net Income 2022: $15,512,2412022Revenue 2023: $22,424,607Expenses 2023: $24,957,232Net Income 2023: -$2,532,6252023Revenue 2024: $33,600,717Expenses 2024: $37,338,213Net Income 2024: -$3,737,4962024

Highlighted filing

2023

Revenue$22,424,607
Expenses$24,957,232
Net Income-$2,532,625
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J ROSSDirector-$465,000$80,163$545,163
JULIE JIVIDENCFOFT$232,000$50,035$282,035
RICHARD DAVISSenior AdvisorPT$219,000$54,745$273,745
SARAH ROBERTSVice President Of ProgramsFT$198,946$49,043$247,989
ANDREW W ROFFDirector-$53,574-$53,574
PATRICK T ROONEYDirector-$52,500-$52,500
JILL TIEFENTHALERDirector-$40,500-$40,500
DAVID F GRIFFINDirector-$40,000-$40,000
ANDRE CALDWELLAdvisory Committee-$14,000-$14,000
CRISTINA MCQUISTIONAdvisory Committee-$14,000-$14,000
ED KELLEYAdvisory Committee-$14,000-$14,000
WILLIAM J ROSSFormer Director-$0$1,665$1,665
Filing and Contact Details

Filer

Filer Name
Inasmuch Foundation
EIN
73-1167188
Phone
4056045292
Address
210 PARK AVENUE 3150, OKLAHOMA CITY, OK 73102

Signing Officer

Name
Julie Jividen
Title
CFO
Phone
4056045292
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Hogantaylor Llp
Address
1225 N BROADWAY AVENUE SUITE 200, OKLAHOMA CITY, OK 73103
Preparer
Ashley M Fogle
Phone
4058482020
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABRY PARTNERS IX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ACCELE VENTURE PARTNERS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ACORN A2K INVESTOR, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ACORN BERRY ACQUISITION CO-INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ACORN DIMO INVESTOR, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ACORN GROWTH CAPITAL FUND IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ACORN GROWTH FUND V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ACORN SOARING INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ACORN TSS CO-INVEST LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ACP POWER AND ENERGY REAL ASSET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ACREW CAPITAL PARTNERS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ACREW CAPITAL PARTNERS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ADVENT INTERNATIONAL GLOBAL X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ADVENT INTERNATIONAL IX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ADVENT INTERNATIONAL VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15AIRGO SYSTEMS LLC (DROV TECH)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ARCADE SOLUTIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ARTIMAN VENTURES 2014, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ARTIMAN VENTURES SELECT 2014, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ASF VI LP - ARDIAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ASF VII LP - ARDIAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ASF VIII LP - ARDIAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ASPECT VENTURES II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23BSR MINERALS I, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24CABIFY/MAXI MOBILITY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25CAMBRIDGE ASSOCIATES LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26CAPITAL TODAY EVERGREEN FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27CARNELIAN ENERGY CAPITAL IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28CHARLESBANK OFFSHORE EQUITY FD IX, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29CHARLESBANK OFFSHORE EQUITY FD VIII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30CHARLESBANK OFFSHORE EQUITY X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31CS STRATEGIC PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32DEP OS - PROJECT ORBIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33DEP PM - PROJECT PIPER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34DOVER STREET IX CAYMAN FD LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35DOVER STREET X FEEDER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36DOVER STREET XI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37ELM PARK MINERALS - STACK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38ELM PARK MINERALS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39ELM PARK MINERALS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40ENCAP ENERGY CAPITAL FUND X, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41ENCAP ENERGY CAPITAL FUND XI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42ENCAP FLATROCK MIDSTREAM FD III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43ENCAP FLATROCK MIDSTREAM FD IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44ENERVEST XIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45FRANCISCO PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46FRANCISCO PARTNERS VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47GAOCHENG II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48GREAT HILL EQUITY PARTNERS V LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49GREAT HILL EQUITY PARTNERS V-A LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50GREAT HILL EQUITY PARTNERS VI LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51GREAT HILL EQUITY PARTNERS VI-A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52GREAT HILL EQUITY PARTNERS VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53GREAT HILL EQUITY PARTNERS VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54GREAT HILL EQUITY PARTNERS VII-A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55HALL CAPITAL PARTNERS, LP II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56INSIGNIA CAPITAL PARTNERS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57INSIGNIA CAPITAL PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58KARAVAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59KINDERHOOK CAPITAL FUND IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60KPS SPECIAL SITUATIONS FUND V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61LEHMAN CO-INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62LINGFENG CAPITAL PARTNERS FD I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63LUX CO-INVEST OPPORTUNITIES II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64LUX CO-INVEST OPPORTUNITIES LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65LUX TOTAL OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66LUX VENTURES IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67LUX VENTURES V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68LUX VENTURES VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69LUX VENTURES VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70MAINSAIL PARTNERS IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71MAINSAIL PARTNERS V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72MERITECH CAPITAL PARTNERS VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73MERITECH FRANCHISE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74NEXLUBE OPERATING LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75NEXLUBE OPERATING LLC - ETHICS & EXCELLENCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76OKLAHOMA ANGEL FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77PEAR VENTURES III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78PEAR VENTURES IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79PLAINS VENTURE PARTNERS I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80RECURRING CAPITAL FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81REVTECH FOLLOW ON FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82REVTECH FOLLOW ON FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83SAFEWHITE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84SAGE ROAD ENERGY I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85SBCVC FUND VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86SENTI BIOSCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87SHIFTSMART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88SILICA, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89SILVER LAKE PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90SILVER LAKE PARTNERS VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91STANDARD CRYPTO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92STRATEGIC CO-INV PARTNERS II-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93STRATEGIC CO-INV PARTNERS III-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94SV LIFE SCIENCES FUND VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95TELEGRAPH HILL PARTNERS IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96TELEGRAPH HILL PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97THOMA BRAVO FD XIII-A, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98THOMA BRAVO XIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99THOMA BRAVO XV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100THOMPSON STREET CAPITAL VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101TRAILBLAZER CAPITAL II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102TURNBRIDGE CAPITAL PARTNERS I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103TURNBRIDGE NETWORK INVESTORS I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104VENROCK HEALTHCARE CAPITAL EG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105VENROCK HEALTHCARE CAPITAL PARTNERS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106VENROCK HEALTHCARE CAPITAL PARTNERS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107VENROCK OPPORTUNITIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108VIKING MINERAL PARTNERS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109VIKING MINERAL PARTNERS IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110VIKING MINERAL PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111VIRGO CAPITAL FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112WHITE DEER ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113WHITE DEER ENERGY LP II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114WHITEBOARD TECH (OREN INC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115LL CAPITAL PARTNERS I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116LL CAPITAL FUND 1 FOLLOW ON FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117LL CAPITAL PARTNERS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118ABRY ADVANCED SEC FD IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119ABRY SENIOR EQUITY PARTNERS VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120FORTRESS CREDIT OPP FUND IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121FORTRESS CREDIT OPP FUND V (A)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122FORTRESS CREDIT OPP FUND V EXPANSION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123OAK HILL EUROPEAN STRATEGIC CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124ATCAP FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125BLACK MESA INVESTORS IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126BLACK MESA INVESTORS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127BLACKSTONE RE PTNR VIII TE 1 LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128BLACKSTONE RE PTNR IX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129BLACKSTONE REAL ESTATE PARTNERS X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130BENTONVILLE PLAZA PARTNERS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131MARKET TOWER INVESTORS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132SDKC HOLDINGS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133CARMEL PARTNERS FUND VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134CARMEL PARTNERS FUND VII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135EXPEDITION CO-INVESTMENT PARTNERS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136EXPEDITION CO-INVESTMENT PARTNERS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137LAKEBRIDGE APARTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138GRIFFIS PREMIUM APT FUND IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139HALL CAPITAL III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140HALL CAPITAL REAL ESTATE FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141HUMPHREYS REAL ESTATE INCOME FUND

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$403,161,605
Liabilities
$8,090,489
Net assets
$395,071,116
Revenue
$22,424,607
Expenses
$24,957,232
Net income
-$2,532,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$410$18.4$391$33.6$37.3$3.74
2023Detailed filing. Detailed filing data is available for this year.$403$8.09$395$22.4$25.0$2.53
2022Detailed filing. Detailed filing data is available for this year.$409$11.2$398$38.9$23.4$15.5
2021Detailed filing. Detailed filing data is available for this year.$394$13.4$381$49.9$25.1$24.8
2020Summary only. Only limited summary data is available for this year.$369$13.1$15.2$30.6$15.4
2019Summary only. Only limited summary data is available for this year.$381$8.52$24.6$22.0$2.60
2015Summary only. Only limited summary data is available for this year.$373$17.4$20.4$29.9$9.52
2014Summary only. Only limited summary data is available for this year.$376$11.4$116$18.4$97.8
2013Summary only. Only limited summary data is available for this year.$278$11.2$24.9$15.6$9.38
2012Summary only. Only limited summary data is available for this year.$267$10.6$25.4$18.4$7.00
2011Summary only. Only limited summary data is available for this year.$258$8.14$10.5$13.1$2.64