Civic Intelligence

Thomas Gilcrease Foundation

990PF • Fiscal year 2021 • EIN 73-6009934

Oct 01, 2020 to Sep 30, 2021 • Filed on Jul 21, 2022

Organization Profile
6039 Whitby RoadSan Antonio, TX 78240-2383

(210) 344-7520

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

38th percentile

0.01x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$8,218

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

23rd percentile

-1.3%

Faster asset growth than 23% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

32%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$2,994,000

Down $38,663 (-1.3%) from 2020

Net Assets

Down

$2,992,388

Down $38,526 (-1.3%) from 2020

Liabilities

Down

$1,612

Down $137 (-7.8%) from 2020

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin15th percentile

Revenue

Up

$246,605

Up $60,173 (+32%) from 2020

Expenses

Up

$285,131

Up $113,080 (+66%) from 2020

Net Income

Down

-$38,526

Down $52,907 (-368%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,380,731Liabilities 2011: $3732011Assets 2012: $1,353,255Liabilities 2012: $3732012Assets 2013: $1,247,921Liabilities 2013: $4172013Assets 2014: $1,157,007Liabilities 2014: $4362014Assets 2015: $1,102,464Liabilities 2015: $4062015Assets 2019: $3,017,540Liabilities 2019: $1,0072019Assets 2020: $3,032,663Liabilities 2020: $1,749Net Assets 2020: $3,030,9142020Assets 2021: $2,994,000Liabilities 2021: $1,612Net Assets 2021: $2,992,3882021Assets 2022: $2,872,919Liabilities 2022: $1,536Net Assets 2022: $2,871,3832022Assets 2023: $2,697,124Liabilities 2023: $439Net Assets 2023: $2,696,6852023Assets 2024: $2,899,587Liabilities 2024: $833Net Assets 2024: $2,898,7542024

Highlighted filing

2021

Assets$2,994,000
Liabilities$1,612
Net Assets$2,992,388
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

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

$400K$200K$0-$200KRevenue 2011: $29,205Expenses 2011: $159,771Net Income 2011: -$130,5662011Revenue 2012: $82,992Expenses 2012: $110,468Net Income 2012: -$27,4762012Revenue 2013: $9,650Expenses 2013: $115,028Net Income 2013: -$105,3782013Revenue 2014: $26,943Expenses 2014: $117,876Net Income 2014: -$90,9332014Revenue 2015: $72,550Expenses 2015: $127,063Net Income 2015: -$54,5132015Revenue 2019: $176,176Expenses 2019: $279,230Net Income 2019: -$103,0542019Revenue 2020: $186,432Expenses 2020: $172,051Net Income 2020: $14,3812020Revenue 2021: $246,605Expenses 2021: $285,131Net Income 2021: -$38,5262021Revenue 2022: $170,631Expenses 2022: $291,636Net Income 2022: -$121,0052022Revenue 2023: $146,355Expenses 2023: $321,053Net Income 2023: -$174,6982023Revenue 2024: $297,457Expenses 2024: $239,123Net Income 2024: $58,3342024

Highlighted filing

2021

Revenue$246,605
Expenses$285,131
Net Income-$38,526
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jul 21, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS GENE GILCREASEVice-Pres-$5,400$2,818$8,218
THOMAS DENNEYPresident-$5,400$1,818$7,218
PETER DENNEYSecr,Treas-$5,400$1,818$7,218
JANA GILCREASEVice-Pres-$5,400$818$6,218
BARTA BUSBYVice-Pres-$5,400$818$6,218
Filing and Contact Details

Filer

Filer Name
Thomas Gilcrease Foundation
EIN
73-6009934
Address
6039 WHITBY ROAD, SAN ANTONIO, TX 78240-2383

Signing Officer

Name
Thomas Denney
Title
President
Signed
2022-07-21

Preparer

Firm
Adam Dickreiter CPA Pllc
Address
4100 NW LOOP 410 SUITE 200, SAN ANTONIO, TX 78229-4253
Preparer
Adam Dickreiter
Phone
2103447520
Raw XML AppendixShowing 400 of 803 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JACKSON NATL LIFE ANNUITY #9087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JACKSON NATL LIFE ANNUITY #9095
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt06864
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt013728
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt07862
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt07862
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt015724
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07593
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04718
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt033893
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt033893
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt01065
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt01066
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt02131
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0587
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0588
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03770
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0212794
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt059922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0285131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0246605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0246605
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt062794
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt059922
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0135131
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt013019
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt013019
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt032896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt232753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt356423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4199995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt515641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt631805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7408518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt417239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt543569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt74139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt817259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt99351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt104822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14155401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt38102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt417239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt543569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt817259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt99351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt104822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14155401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt329593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt449992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt599992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6199995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt917259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1024992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1136627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15563919
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/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG-TERM CAP GAIN DISTR - AMERICAN GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1386.339 SH AMERICAN NEW ECONOMY FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG-TERM CAP GAIN DISTR - AMERICAN WASHNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3433.645 SH AMERICAN EUROPACIFIC GROWTH CLA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4682.784 SH AMERICAN GROWTH FUND OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51723.841 SH AMERICAN WASHNTN MUTUAL INVEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200000 SH AMERICAN FUNDS US GOV MONEY MRKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LONG-TERM CAP GAIN DISTR - AMERICAN BALANC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LONG-TERM CAP GAIN DISTR - AMERICAN FUNDAM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LONG-TERM CAP GAIN DISTR - AMERICAN WASHNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10331.477 SH AMERICAN GROWTH FUND OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc113,312.401 SH AMERICAN FUNDS INFLT LINKED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12LONG-TERM CAP GAIN DISTR - AMERICAN BALA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13LONG-TERM CAP GAIN DISTR - AMERICAN NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14LONG-TERM CAP GAIN DISTR - AMERICAN SMAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SEE ATTACHED SHEETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0168544
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-38526
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02992388
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03030914
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02992388
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0166007
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0166007
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0166007
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0168602
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02595
IRS990PF/DistributableAmountGrp/TotalTaxAmt02595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05461
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05461
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08056
IRS990PF/FMVAssetsEOYAmt010731221
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01749
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01612
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0563877
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0563877
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt022512
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt054450
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt054450
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt098227
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0263110
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0145476
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0164883
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt07295000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt021841
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt021841
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt023250
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02811010
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02725662
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03331357
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt08056
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt05461
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt05461
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02467037
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02428511
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023768
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021703
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03032663
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02994000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010731221
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01612

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,994,000
Liabilities
$1,612
Net assets
$2,992,388
Revenue
$246,605
Expenses
$285,131
Net income
-$38,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.30$0.24$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.15$0.32$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.17$0.29$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.25$0.29$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.19$0.17$0.01
2019Summary only. Only limited summary data is available for this year.$3.02$0.00$0.18$0.28$0.10
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.07$0.13$0.05
2014Summary only. Only limited summary data is available for this year.$1.16$0.00$0.03$0.12$0.09
2013Summary only. Only limited summary data is available for this year.$1.25$0.00$0.01$0.12$0.11
2012Summary only. Only limited summary data is available for this year.$1.35$0.00$0.08$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.03$0.16$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $1M-$5M nonprofits