Civic Intelligence

The Convergence Institute

EIN 74-2871700 • Austin, TX

2211 Denton Drive Suite JAustin, TX 78758
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.09x

Higher debt load relative to revenue than 62% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-96%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

20th percentile

-5.9%

Faster asset growth than 20% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

94%

Faster revenue growth than 86% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$2,400,708

Down $150,229 (-5.9%) from 2023

Liabilities

Flat

$14,632

Flat from 2023

Net Assets

Down

$2,386,076

Down $150,229 (-5.9%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Up

$156,691

Up $76,062 (+94%) from 2023

Expenses

Up

$306,920

Up $238,149 (+346%) from 2023

Net Income

Down

-$150,229

Down $162,087 (-1367%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $2,534,672Liabilities 2012: $0Net Assets 2012: $2,534,6722012Assets 2013: $2,300,790Liabilities 2013: $0Net Assets 2013: $2,300,7902013Assets 2014: $2,477,921Liabilities 2014: $0Net Assets 2014: $2,477,9212014Assets 2015: $2,458,000Liabilities 2015: $0Net Assets 2015: $2,458,0002015Assets 2016: $2,357,487Liabilities 2016: $0Net Assets 2016: $2,357,4872016Assets 2017: $2,332,880Liabilities 2017: $0Net Assets 2017: $2,332,8802017Assets 2018: $2,554,427Liabilities 2018: $0Net Assets 2018: $2,554,4272018Assets 2019: $2,645,532Liabilities 2019: $0Net Assets 2019: $2,645,5322019Assets 2020: $2,583,387Liabilities 2020: $14,632Net Assets 2020: $2,568,7552020Assets 2021: $2,417,236Liabilities 2021: $14,632Net Assets 2021: $2,402,6042021Assets 2022: $2,539,079Liabilities 2022: $14,632Net Assets 2022: $2,524,4472022Assets 2023: $2,550,937Liabilities 2023: $14,632Net Assets 2023: $2,536,3052023Assets 2024: $2,400,708Liabilities 2024: $14,632Net Assets 2024: $2,386,0762024

Highlighted filing

2024

Assets$2,400,708
Liabilities$14,632
Net Assets$2,386,076
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2012: $215,2302012Revenue 2013: $76,978Expenses 2013: $310,860Net Income 2013: -$233,8822013Revenue 2014: $361,625Expenses 2014: $184,494Net Income 2014: $177,1312014Revenue 2015: -$102,080Expenses 2015: $41,775Net Income 2015: -$143,8552015Revenue 2016: -$75,581Expenses 2016: $116,832Net Income 2016: -$192,4132016Revenue 2017: $13,717Expenses 2017: $36,965Net Income 2017: -$23,2482017Revenue 2018: $424,565Expenses 2018: $14,905Net Income 2018: $409,6602018Revenue 2019: $140,462Expenses 2019: $21,495Net Income 2019: $118,9672019Revenue 2020: $20,056Expenses 2020: $51,296Net Income 2020: -$31,2402020Revenue 2021: $94,505Expenses 2021: $260,656Net Income 2021: -$166,1512021Revenue 2022: $186,619Expenses 2022: $64,776Net Income 2022: $121,8432022Revenue 2023: $80,629Expenses 2023: $68,771Net Income 2023: $11,8582023Revenue 2024: $156,691Expenses 2024: $306,920Net Income 2024: -$150,2292024

Highlighted filing

2024

Revenue$156,691
Expenses$306,920
Net Income-$150,229
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,400,708
Liabilities
$14,632
Net assets
$2,386,076
Revenue
$156,691
Expenses
$306,920
Net income
-$150,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.01$2.39$0.16$0.31$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.01$2.54$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.52$0.19$0.06$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.01$2.40$0.09$0.26$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.01$2.57$0.02$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.14$0.02$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.42$0.01$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.01$0.04$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.08$0.12$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.10$0.04$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.36$0.18$0.18
2013Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.08$0.31$0.23
2012Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS B MARTINPresidentPT$0--
MARY MARTINSecretaryPT$0--
THOMAS B MARTIN IIITreasurerPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUCSF FOUNDATIONTO SUPPORT ORGANIZATION'S MISSION.PCSAN FRANCISCO, CA, US$100,000
Filing and Contact Details

Filer

Filer Name
The Convergence Institute
EIN
74-2871700
Phone
4143398438
Address
2211 DENTON DRIVE SUITE J, AUSTIN, TX 78758

Signing Officer

Name
Michael J Kivlin CPA LLC
Title
CPA
Phone
4143398438
Signed
2025-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Kirsten Houghton
Phone
6088318181
Raw XML Appendix325 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02660
AccountingFeesSchedule/AccountingFeesDetail/Amt13500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt11750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt11750
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-A, LINE 11
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SCHEDULE OF CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0CONTROLLED ENTITY: NEXTSCREEN CONSULTING, LLCADDRESS: 2211 DENTON DRIVE, SUITE JAUSTIN, TX 78758EIN: 27-2779421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt042307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt215954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3992507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FRONTIER NIGHT LIGHT II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HOME EC CONVERTIBLE NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2REDMONT CAPITAL PARTNERS III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3NEXTSCREEN CONSULTING LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt042307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt215954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3992507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt073115
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0156691
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0156691
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06160
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt073115
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt083576
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt083576
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-150229
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0222540
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt073115
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0186186
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0186391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014262
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0107
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0101750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0187936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0306920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0156691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0156691
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0187936
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0206920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt087938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt043279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt129836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt043279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt129836
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt191323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0240 SHARES OF S & P 500 INDEX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1164 SHARES OF S & P 500 INDEX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt073115
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-150229
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02386076
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02536305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02386076
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010667
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010667
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010667
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01456
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0349940
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02206206
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02050768
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt014632
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02550937
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02400708
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt014632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt014632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02550937
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02536305
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt086345
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010667
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS B MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS B MARTIN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2635 W BRIAR PLACE 3W
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHICAGO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0101750
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL J KIVLIN CPA LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0525 PROGRESS AVE SUITE B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAUKESHA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053186
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd01
IRS990PF/StatementsRegardingActyGrp/PhoneNum04143398438
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.CONVERGENCEINSTITUTE.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS B MARTIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARY MARTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT ORGANIZATION'S MISSION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UCSF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02001 THE EMBARCADERO 3RD FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094133
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010667
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0106806
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt091083
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014937
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0786
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt091083
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0106806
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015723
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE, MAILING SERVICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LOSS ON INVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2186186
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2186186
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt014632
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INVESTMENT IN INTELLIGENT GENERATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt014632
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014262
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVEST. MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0107
TaxesSchedule/TaxesDetail/CategoryTxt0TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J KIVLIN CPA LLC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/PhoneNum04143398438
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CONVERGENCE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0CONV
ReturnHeader/Filer/EIN0742871700
ReturnHeader/Filer/PhoneNum04143398438
ReturnHeader/Filer/USAddress/AddressLine1Txt02211 DENTON DRIVE SUITE J
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078758
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391203191
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SVA CERTIFIED PUBLIC ACCTS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01221 JOHN Q HAMMONS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06088318181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRSTEN HOUGHTON
ReturnHeader/ReturnTs02025-10-10T14:19:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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