Civic Intelligence

Pi Beta Phi Foundation for Scholarships at Smu

990 • Fiscal year 2021 • EIN 75-6025860

Sep 01, 2020 to Aug 31, 2021 • Filed on Apr 29, 2022

9478 Spring Branch DriveDallas, TX 75238

(469) 569-5438

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

18th percentile

-3.8%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

23rd percentile

-0.5%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-1.3%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Down

$5,421,518

Down $26,436 (-0.5%) from 2020

Net Assets

Down

$5,421,518

Down $26,436 (-0.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$704,206

Down $9,226 (-1.3%) from 2020

Expenses

Down

$730,642

Down $28,108 (-3.7%) from 2020

Net Income

Up

-$26,436

Up $18,882 (+42%) from 2020

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,362,924Liabilities 2011: $1,296,007Net Assets 2011: $5,066,9172011Assets 2012: $6,222,135Liabilities 2012: $980,776Net Assets 2012: $5,241,3592012Assets 2013: $6,181,902Liabilities 2013: $861,124Net Assets 2013: $5,320,7782013Assets 2014: $6,116,090Liabilities 2014: $746,497Net Assets 2014: $5,369,5932014Assets 2015: $6,050,346Liabilities 2015: $604,790Net Assets 2015: $5,445,5562015Assets 2016: $5,964,183Liabilities 2016: $468,728Net Assets 2016: $5,495,4552016Assets 2017: $5,766,150Liabilities 2017: $356,233Net Assets 2017: $5,409,9172017Assets 2018: $5,422,490Liabilities 2018: $0Net Assets 2018: $5,422,4902018Assets 2019: $5,493,272Liabilities 2019: $0Net Assets 2019: $5,493,2722019Assets 2020: $5,447,954Liabilities 2020: $0Net Assets 2020: $5,447,9542020Assets 2021: $5,421,518Liabilities 2021: $0Net Assets 2021: $5,421,5182021Assets 2022: $5,454,114Liabilities 2022: $71Net Assets 2022: $5,454,0432022Assets 2023: $5,534,411Liabilities 2023: $0Net Assets 2023: $5,534,4112023Assets 2024: $5,521,710Liabilities 2024: $0Net Assets 2024: $5,521,7102024

Highlighted filing

2021

Assets$5,421,518
Liabilities$0
Net Assets$5,421,518

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $855,730Expenses 2011: $522,328Net Income 2011: $333,4022011Revenue 2012: $662,979Expenses 2012: $488,537Net Income 2012: $174,4422012Expenses 2013: $477,4592013Revenue 2014: $566,161Expenses 2014: $517,346Net Income 2014: $48,8152014Revenue 2015: $582,016Expenses 2015: $506,053Net Income 2015: $75,9632015Revenue 2016: $598,425Expenses 2016: $548,526Net Income 2016: $49,8992016Revenue 2017: $617,940Expenses 2017: $703,478Net Income 2017: -$85,5382017Revenue 2018: $651,450Expenses 2018: $638,877Net Income 2018: $12,5732018Revenue 2019: $679,903Expenses 2019: $609,121Net Income 2019: $70,7822019Revenue 2020: $713,432Expenses 2020: $758,750Net Income 2020: -$45,3182020Revenue 2021: $704,206Expenses 2021: $730,642Net Income 2021: -$26,4362021Revenue 2022: $814,184Expenses 2022: $781,659Net Income 2022: $32,5252022Revenue 2023: $880,195Expenses 2023: $799,827Net Income 2023: $80,3682023Revenue 2024: $829,501Expenses 2024: $842,202Net Income 2024: -$12,7012024

Highlighted filing

2021

Revenue$704,206
Expenses$730,642
Net Income-$26,436
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Apr 29, 2022
Return Version
2020v4.2
Gross Receipts
$704,206
Mission and Program Overview

Mission

The organization was created for the specific educational purpose of aiding and encouraging female students at southern methodist university, dallas, texas and particulary, but not exclusively those who are members of the texas beta chapter of the pi beta phi fraternity, or who are pledged to become such members,(a) to achieve and maintain high scholastic standards;(b) to add to their general culture and knowledge, as well as their ability and desire to cooperate with their fellow students in promoting those things of a civic, educational, or religious nature which are for the general good of southern methodist university; and(c) to maintain themselves while attending southern methodist university.

Provide housing, scholarships, and promote education for female students at smu.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,462,322$4,351,792▼ $110,530
Savings and Temporary Cash Investments$960,502$1,028,282▲ $67,780
Cash and Non-Interest-Bearing Accounts$25,130$41,444▲ $16,314
Total Assets$5,447,954$5,421,518▼ $26,436
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,447,954$5,421,518▼ $26,436
Total Net Assets Fund Balance$5,447,954$5,421,518▼ $26,436
Total Liabilities and Net Assets / Fund Balance$5,447,954$5,421,518▼ $26,436

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,309,905$1,801,037$6,110,942
Other Land Buildings$41,887$476,060$517,947
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jane GuerriniPresident
Jane HoskinsLiason VP Housing
Tish KeyMaint/mechanical
Kathy KelleyScholarship
Cecilie HolemanSecretary
Alyssa RamseyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,030
Program Service Revenue
$692,540
Investment Income
$1,636
Other Revenue
$0
All Other Contributions
$10,030
Change in Net Assets
$-26,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$467,172
Salaries, Compensation, and Employee Benefits$227,470
Grants and Similar Amounts Paid$36,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$210,298--$210,298
Depreciation Depletion$171,655--$171,655
Grants to Domestic Orgs$36,000--$36,000
Insurance$26,336--$26,336
Payroll Taxes$17,172--$17,172
Other Expenses$11,282--$11,282
Fees for Services Other$6,709--$6,709
Fees for Services Accounting-$5,000-$5,000
Fees for Services Legal-$2,872-$2,872
Travel$601--$601
Total Functional Expenses$722,770$7,872$0$730,642
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Methodist UniversityDallas, TX-Scholarships$36,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization's president and treasurer review the draft copy of the form 990 with the organization's accountant (paid preparer) and make the draft copy available to the governing body for review, comment, and any changes prior to its filing.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available to the public upon request at the organization's address.

Filing and Contact Details

Filer

Filer Name
Pi Beta Phi Foundation for Scholarships
EIN
75-6025860
Phone
4695695438
Address
9478 SPRING BRANCH DRIVE, DALLAS, TX 75238

Signing Officer

Name
Alyssa Ramsey
Title
Treasurer
Phone
4695695438
Signed
2022-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alyssa Ramsey
Formed
1950
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
0

Preparer

Firm
Farmer Fuqua & Huff Pc
Address
105 DECKER COURT SUITE 870, IRVING, TX 75062
Preparer
Laura a Young CPA
Phone
9726501900
Raw XML Appendix394 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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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98730
IRS990ScheduleA/PublicSupportPY509Pct00.98490
IRS990ScheduleA/PublicSupportTotal509Amt03323528
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt07500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt017500
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0702540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0706284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0669775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0646050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0616379
IRS990ScheduleA/Total509Grp/TotalAmt03341028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0704176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0713432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0679903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0650841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0617940
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03366292
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt04309905
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01801037
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06110942
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt041887
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0476060
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0517947
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04351792
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt036000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHERN METHODIST UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0750800689
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06425 BOAZ LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075275
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS IN THE FORM OF SCHOLARSHIPS ARE MADE TO SOUTHERN METHODIST UNIVERSITY. THE UNIVERSITY ADMINISTERS THE SCHOLARSHIPS. OTHER GRANTS MAY BE MADE TO QUALIFIED CHARITABLE 501(C)(3) ORGANIZATIONS THAT COMPLEMENT THE MISSION OF THE PI BETA PHI FOUNDATION FOR SCHOLARSHIPS AT SMU.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PRESIDENT AND TREASURER REVIEW THE DRAFT COPY OF THE FORM 990 WITH THE ORGANIZATION'S ACCOUNTANT (PAID PREPARER) AND MAKE THE DRAFT COPY AVAILABLE TO THE GOVERNING BODY FOR REVIEW, COMMENT, AND ANY CHANGES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05447954
IRS990/TotalAssetsEOYAmt05421518
IRS990/TotalAssetsGrp/BOYAmt05447954
IRS990/TotalAssetsGrp/EOYAmt05421518
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010030
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07872
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0722770
IRS990/TotalFunctionalExpensesGrp/TotalAmt0730642
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05447954
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05421518
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0722770
IRS990/TotalProgramServiceRevenueAmt0692540
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01636
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0692540
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0704206
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05447954
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05421518
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0601
IRS990/TravelGrp/TotalAmt0601
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09478 SPRING BRANCH DRIVE
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075238
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALYSSA RAMSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04695695438
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PI BETA PHI FOUNDATION FOR SCHOLARSHIPS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AT SMU
ReturnHeader/Filer/BusinessNameControlTxt0PIBE
ReturnHeader/Filer/EIN0756025860
ReturnHeader/Filer/PhoneNum04695695438
ReturnHeader/Filer/USAddress/AddressLine1Txt09478 SPRING BRANCH DRIVE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075238
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752599166
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARMER FUQUA & HUFF PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 DECKER COURT SUITE 870
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075062
ReturnHeader/PreparerPersonGrp/PhoneNum09726501900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA A YOUNG CPA
ReturnHeader/ReturnTs02022-05-09T09:42:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALYSSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RAMSEY
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.83$0.84$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.53$0.00$5.53$0.88$0.80$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.00$5.45$0.81$0.78$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.70$0.73$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$0.71$0.76$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.49$0.00$5.49$0.68$0.61$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.65$0.64$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.36$5.41$0.62$0.70$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.96$0.47$5.50$0.60$0.55$0.05
2015Detailed filing. Detailed filing data is available for this year.$6.05$0.60$5.45$0.58$0.51$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.12$0.75$5.37$0.57$0.52$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.86$5.32$0.48
2012Summary only. Only limited summary data is available for this year.$6.22$0.98$5.24$0.66$0.49$0.17
2011Summary only. Only limited summary data is available for this year.$6.36$1.30$5.07$0.86$0.52$0.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $5M-$10M nonprofits