Civic Intelligence

Cecilia Young Willard Helping Fund C/O Broadway National Bank

990PF • Fiscal year 2015 • EIN 74-6350893

Jun 01, 2014 to May 31, 2015 • Filed on Jun 09, 2015

Organization Profile
PO Box 17001-tr-attnbertha ZapataSan Antonio, TX 78217-0001

(210) 283-6700

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

54th percentile

$44,081

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

62nd percentile

3.1%

Faster asset growth than 62% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

-2.0%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,246,090

Up $127,982 (+3.1%) from 2014

Net Assets

$4,246,090

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin84th percentile

Revenue

Down

$384,740

Down $7,847 (-2.0%) from 2014

Expenses

Up

$251,858

Up $17,066 (+7.3%) from 2014

Net Income

Down

$132,882

Down $24,913 (-16%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,078,571Liabilities 2012: $02012Assets 2013: $3,969,529Liabilities 2013: $02013Assets 2014: $4,118,108Liabilities 2014: $02014Assets 2015: $4,246,090Liabilities 2015: $0Net Assets 2015: $4,246,0902015Assets 2016: $4,203,698Liabilities 2016: $0Net Assets 2016: $4,203,6982016Assets 2018: $4,683,969Liabilities 2018: $0Net Assets 2018: $4,683,9692018Assets 2019: $4,764,553Liabilities 2019: $0Net Assets 2019: $4,764,5532019Assets 2020: $4,678,730Liabilities 2020: $0Net Assets 2020: $4,678,7302020Assets 2021: $4,670,952Liabilities 2021: $0Net Assets 2021: $4,670,9522021Assets 2022: $4,663,213Liabilities 2022: $0Net Assets 2022: $4,663,2132022Assets 2023: $4,565,350Liabilities 2023: $0Net Assets 2023: $4,565,3502023Assets 2024: $5,179,994Liabilities 2024: $0Net Assets 2024: $5,179,9942024Assets 2025: $5,089,192Liabilities 2025: $0Net Assets 2025: $5,089,1922025

Highlighted filing

2015

Assets$4,246,090
Liabilities$0
Net Assets$4,246,090
Open 2015 Filing

Operations Trend

Revenue Growth39th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $205,987Expenses 2012: $250,285Net Income 2012: -$44,2982012Revenue 2013: $151,207Expenses 2013: $260,651Net Income 2013: -$109,4442013Revenue 2014: $392,587Expenses 2014: $234,792Net Income 2014: $157,7952014Revenue 2015: $384,740Expenses 2015: $251,858Net Income 2015: $132,8822015Revenue 2016: $238,094Expenses 2016: $271,712Net Income 2016: -$33,6182016Revenue 2018: $120,269Expenses 2018: $208,780Net Income 2018: -$88,5112018Revenue 2019: $264,114Expenses 2019: $170,051Net Income 2019: $94,0632019Revenue 2020: $190,580Expenses 2020: $281,223Net Income 2020: -$90,6432020Revenue 2021: $189,249Expenses 2021: $296,300Net Income 2021: -$107,0512021Revenue 2022: $455,788Expenses 2022: $335,964Net Income 2022: $119,8242022Revenue 2023: $263,705Expenses 2023: $364,834Net Income 2023: -$101,1292023Revenue 2024: $922,906Expenses 2024: $311,364Net Income 2024: $611,5422024Revenue 2025: $256,313Expenses 2025: $338,935Net Income 2025: -$82,6222025

Highlighted filing

2015

Revenue$384,740
Expenses$251,858
Net Income$132,882
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jun 9, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROADWAY NATL BANK-TR DEPTTrusteePT$44,081-$44,081
Filing and Contact Details

Filer

Filer Name
Cecilia Young Willard Helping Fund
EIN
74-6350893
Phone
2102836700
Address
PO BOX 17001-TR-ATTNBERTHA ZAPATA, SAN ANTONIO, TX 78217-0001

Signing Officer

Name
Tammy M Ashby
Title
Trustee
Phone
2102836500
Signed
2015-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Abip Pc
Address
4801 NORTHWEST LOOP 410 SUITE 725, SAN ANTONIO, TX 78229-5308
Preparer
H L Schwartzman CPA
Phone
2103412581
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31360 SCHLUMBERGER LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt322,810.046 OPPENHEIMER DEVELOPING MARKETD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt336,498.404 OPPENHEIMER INTL. GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34100 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35155 DIGITAL REALTY TRUST INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36200 EQUITY RESIDENTIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3780 VENTAS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38115 VORNADO REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt395,560.307 361 CAPITAL MANAGED FUTURES STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt405,829.596 NEUBERGER BERMAN ABSOLUTE RETURN MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt412,894.078 PRINCIPAL DIVERSIFIED REAL ASSET INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt427,170.766 EAGLE MLP STRATEGY FUND-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt216904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442367
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt513284
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt692723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt743385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8188046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt945201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1046099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1138253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12105062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1316076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1414495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1583056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1650238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1755023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1893896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1954896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2050033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2150253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2250356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23100307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2475117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2565165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2663725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2733599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28114783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29206324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30304491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3132677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3299560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33250254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt349279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3510236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3614864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt375322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3811487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3967002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4065117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4135192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4291499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt089587
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt036122
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0259031
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0125709
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0259031
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0384740
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02875
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02875
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0295153
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt044081
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt044081
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0192934
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0192934
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt087587
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt089587
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0132882
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02077033
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0295153
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0324346
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0530
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011968
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0192934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058924
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0251858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0383270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0384740
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt058924
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0295254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11486626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1222008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt236122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt336122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1222008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt236122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt336122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0296155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11708634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt236122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt336122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BROADWAY BANK - VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BROADWAY BANK - VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0295153
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0132882
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04900
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04250990

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,246,090
Liabilities
$0
Net assets
$4,246,090
Revenue
$384,740
Expenses
$251,858
Net income
$132,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.26$0.34$0.08
2024Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.92$0.31$0.61
2023Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.26$0.36$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.46$0.34$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.19$0.30$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.19$0.28$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.26$0.17$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.12$0.21$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.24$0.27$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.38$0.25$0.13
2014Summary only. Only limited summary data is available for this year.$4.12$0.00$0.39$0.23$0.16
2013Summary only. Only limited summary data is available for this year.$3.97$0.00$0.15$0.26$0.11
2012Summary only. Only limited summary data is available for this year.$4.08$0.00$0.21$0.25$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $1M-$5M nonprofits