Civic Intelligence

Impact Investing Charitable Trust

990 • Fiscal year 2017 • EIN 81-2375745

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
8208 Melrose DriveLenexa, KS 66214

(913) 297-1804

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$146,250

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

98th percentile

208%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

125%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$7,314,868

Up $4,939,868 (+208%) from 2016

Net Assets

Up

$7,314,868

Up $4,939,868 (+208%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin98th percentile

Revenue

Up

$5,342,283

Up $2,967,283 (+125%) from 2016

Expenses

Up

$402,415

Up $402,415 from 2016

Net Income

Up

$4,939,868

Up $2,564,868 (+108%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$600M$400M$200M$0Assets 2016: $2,375,000Liabilities 2016: $0Net Assets 2016: $2,375,0002016Assets 2017: $7,314,868Liabilities 2017: $0Net Assets 2017: $7,314,8682017Assets 2018: $21,508,558Liabilities 2018: $0Net Assets 2018: $21,508,5582018Assets 2019: $38,903,929Liabilities 2019: $0Net Assets 2019: $38,903,9292019Assets 2020: $119,487,483Liabilities 2020: $815,659Net Assets 2020: $118,671,8242020Assets 2021: $213,669,693Liabilities 2021: $68,698Net Assets 2021: $213,600,9952021Assets 2022: $204,118,299Liabilities 2022: $0Net Assets 2022: $204,118,2992022Assets 2023: $306,507,177Liabilities 2023: $0Net Assets 2023: $306,507,1772023Assets 2024: $431,058,809Liabilities 2024: $0Net Assets 2024: $431,058,8092024

Highlighted filing

2017

Assets$7,314,868
Liabilities$0
Net Assets$7,314,868
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$200M$150M$100M$50M$0Revenue 2016: $2,375,000Expenses 2016: $0Net Income 2016: $2,375,0002016Revenue 2017: $5,342,283Expenses 2017: $402,415Net Income 2017: $4,939,8682017Revenue 2018: $19,089,194Expenses 2018: $4,946,085Net Income 2018: $14,143,1092018Revenue 2019: $22,822,415Expenses 2019: $5,462,560Net Income 2019: $17,359,8552019Revenue 2020: $100,293,514Expenses 2020: $21,918,978Net Income 2020: $78,374,5362020Revenue 2021: $138,067,864Expenses 2021: $47,575,288Net Income 2021: $90,492,5762021Revenue 2022: $94,822,089Expenses 2022: $91,167,369Net Income 2022: $3,654,7202022Revenue 2023: $137,997,700Expenses 2023: $42,812,425Net Income 2023: $95,185,2752023Revenue 2024: $159,368,334Expenses 2024: $47,103,108Net Income 2024: $112,265,2262024

Highlighted filing

2017

Revenue$5,342,283
Expenses$402,415
Net Income$4,939,868
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$5,342,283
Mission and Program Overview

Mission

Investing charitable capital to create economic, social, and spiritual transformation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,250,000$4,990,000▲ $2,740,000
Other Notes and Loans Receivable, Net-$1,725,000-
Land, Buildings, and Equipment, Net$0$504,043▲ $504,043
Cash and Non-Interest-Bearing Accounts$75,400$50,310▼ $25,090
Investments Program Related$49,600--
Savings and Temporary Cash Investments-$393-
Total Assets$2,375,000$7,314,868▲ $4,939,868
Other Assets Total$0$45,122▲ $45,122
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,375,000$7,314,868▲ $4,939,868
Total Net Assets Fund Balance$2,375,000$7,314,868▲ $4,939,868
Total Liabilities and Net Assets / Fund Balance$2,375,000$7,314,868▲ $4,939,868

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$428,437--
Land$75,606--
Other Securities$250,000--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleOtherTotal
-CIO$146,250$146,250

Board Members and Trustees

NameTitle
-Trustee
Aimee MinnichTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,296,368
Program Service Revenue
$0
Investment Income
$45,915
Other Revenue
$0
All Other Contributions
$517,900
Change in Net Assets
$4,939,868

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$504,043Fair Market Value
Secur Prtnrshp Trust Intrsts1$250,000Cost
Total Noncash Contributions2$754,043-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$325,000
Other Expenses$77,415
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$325,000--$325,000
Other Expenses-$74,250-$74,250
Fees for Services Legal-$3,000-$3,000
Office Expenses-$165-$165
Total Functional Expenses$325,000$77,415$0$402,415
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Impact Investing Charitable Foundation IncLenexa, KS501(c)(3)Charitable Purpose$200,000
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The supported organization has the power to appoint trustees and one trustee must be a delaware resident.”

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

“The organization's top management official and top financial official each review the form 990 prior to its filing with the irs. A copy of the final form 990 is also provided to the voting members of the organizaion's governing body prior to its filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization requires that each member annually provide a statement disclosing any potential conflicts of interest, and appropriate action is taken. Members with a conflict of interest recuse themselves from any discussion and decision making related to the conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The organization has adopted an executive compensation setting policy applicable to all disqualified persons, including the organization's executive director/president. Under the policy, the finance audit compensation committee annually reviews and approves the compensation levels of the executive director/president.”

Form 990, Part VI, Section C, Line 19

“The organization provides, upon request, copies of its articles of incorporation, bylaws, conflict of interest policy, form 1023, and its financial statements.”

Filing and Contact Details

Filer

Filer Name
Impact Investing Charitable Trust
EIN
81-2375745
Phone
9132971804
Address
8208 MELROSE DRIVE, LENEXA, KS 66214

Signing Officer

Name
Aimee Minnich
Title
CIO
Phone
9132971804
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aimee Minnich
Formed
2016
Legal Domicile
De
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Keller & Owens LLC
Address
10955 LOWELL AVE STE 800, OVERLAND PARK, KS 66210
Preparer
Gregory D Owens
Phone
9133383500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“In accordance with fasb asc 740, the foundation's policy is to record a liability for any tax position that is beneficial to the foundation, including any related interest and penalties, when it is more likely than not the position taken by management with respect to the transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no such positions as of december 31, 2017 and, accordingly, no liability has been accrued.”

Raw XML AppendixShowing 400 of 485 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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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd01
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IRS990/GrantAmt0325000
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IRS990/GrantsToIndividualsInd00
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IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN ELEVATION REAL PROPERTY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENT IN RIVERTOP PARTNERS, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2INVESTMENT IN DIPLOMATIC REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc3INVESTMENT IN STANDARD CYBORG
IRS990ScheduleD/OtherSecuritiesGrp/Desc4INVESTMENT IN EVERSOURCE WEALTH ADVISORS, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc5INVESTMENT IN VERDE BEEF INVESTMENTS, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc6INVESTMENT IN SATURN FIVE, LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH FASB ASC 740, THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2017 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0INVESTMENT INTEREST IN LLC
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IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/RealEstateResidentialGrp/ContributionCnt01
IRS990ScheduleM/RealEstateResidentialGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/RealEstateResidentialGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateResidentialGrp/NoncashContributionsRptF990Amt0504043
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/ContributionCnt01
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/MethodOfDeterminingRevenuesTxt0COST
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NoncashContributionsRptF990Amt0250000
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SUPPORTED ORGANIZATION HAS THE POWER TO APPOINT TRUSTEES AND ONE TRUSTEE MUST BE A DELAWARE RESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND TOP FINANCIAL OFFICIAL EACH REVIEW THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. A COPY OF THE FINAL FORM 990 IS ALSO PROVIDED TO THE VOTING MEMBERS OF THE ORGANIZAION'S GOVERNING BODY PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REQUIRES THAT EACH MEMBER ANNUALLY PROVIDE A STATEMENT DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST, AND APPROPRIATE ACTION IS TAKEN. MEMBERS WITH A CONFLICT OF INTEREST RECUSE THEMSELVES FROM ANY DISCUSSION AND DECISION MAKING RELATED TO THE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS ADOPTED AN EXECUTIVE COMPENSATION SETTING POLICY APPLICABLE TO ALL DISQUALIFIED PERSONS, INCLUDING THE ORGANIZATION'S EXECUTIVE DIRECTOR/PRESIDENT. UNDER THE POLICY, THE FINANCE AUDIT COMPENSATION COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION LEVELS OF THE EXECUTIVE DIRECTOR/PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES, UPON REQUEST, COPIES OF ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, FORM 1023, AND ITS FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0IMPACT INVESTING CHARITABLE TRUST
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CHESTNUT IMPACT LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0812375745
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt0510000
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0RENTAL PROPERTY
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt00
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt08208 MELROSE DRIVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0LENEXA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0KS
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd066214
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0KS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INVESTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0IMPACT EQUITY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt08208 MELROSE DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0LENEXA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0KS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd066214
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IMPACT INVESTING CHARITABLE FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0473574130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROGRAM-RELATED INVESTMENTS; FUNDING CHARITABLE ACTIVITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08208 MELROSE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LENEXA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd066214
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/AllPartnersC3SInd00
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/AllPartnersC3SInd10
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/AllPartnersC3SInd20
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/AllPartnersC3SInd30
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/BusinessName/BusinessNameLine1Txt0ELEVATION REAL ESTATE PROPERTY FUND VI LLC
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/BusinessName/BusinessNameLine1Txt1DIPLOMATIC REAL ESTATE HOLDINGS LLC
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/BusinessName/BusinessNameLine1Txt2RIVERTOP PARTNERS LLC
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/BusinessName/BusinessNameLine1Txt3VERDE BEEF INVESTMENTS LLC
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd11
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd20
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd30
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/EIN0300950020
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/EIN1812317008
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/EIN2814390510
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/EIN3465592596
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd20
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd30
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/LegalDomicileStateCd2AL
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/LegalDomicileStateCd3TX
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/OwnershipPct00.03890
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/OwnershipPct10.22950
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/OwnershipPct20.07000
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/OwnershipPct30.02520
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/PredominateIncomeDesc0DEBT-FINANCED INCOME
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/PredominateIncomeDesc1EXCLUDED
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/PredominateIncomeDesc2EXCLUDED
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/PredominateIncomeDesc3UNRELATED
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0OTHER INVESTMENT
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1OTHER INVESTMENT
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2OTHER INVESTMENT
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3OTHER INVESTMENT
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt01221181
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt12500251
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt2500000
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt3400000
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt0-28816
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt1191
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt20
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt30
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0507 N NEW YORK AVE
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt11702 W 6TH ST
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt22204 LAKESHORE DRIVE SUITE 450
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt31702 W 6TH ST
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/CityNm0WINTER PARK
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/CityNm1AUSTIN
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/CityNm2BIRMINGHAM
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/CityNm3AUSTIN
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd2AL
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd3TX
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/ZIPCd032789
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/ZIPCd178703
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/ZIPCd235209
IRS990ScheduleR/UnrelatedOrgTxblPartnershipGrp/USAddress/ZIPCd378703
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,314,868
Liabilities
$0
Net assets
$7,314,868
Revenue
$5,342,283
Expenses
$402,415
Net income
$4,939,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$431$0.00$431$159$47.1$112
2023Summary only. Only limited summary data is available for this year.$307$0.00$307$138$42.8$95.2
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$204$0.00$204$94.8$91.2$3.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$214$0.07$214$138$47.6$90.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$0.82$119$100$21.9$78.4
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$0.00$38.9$22.8$5.46$17.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$19.1$4.95$14.1
2017Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$5.34$0.40$4.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$2.38$0.00$2.38