Civic Intelligence

Edna Graves Memorial Trust 50217280

990PF • Fiscal year 2021 • EIN 81-6085956

Mar 01, 2020 to Feb 28, 2021 • Filed on Jun 17, 2021

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

73rd percentile

29%

Higher net margin than 73% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$5,172

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

2.8%

Faster asset growth than 48% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$366,544

Up $10,109 (+2.8%) from 2020

Net Assets

Up

$366,544

Up $10,109 (+2.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin73rd percentile

Revenue

Up

$35,413

Up $6,387 (+22%) from 2020

Expenses

Down

$25,280

Down $23 (-0.1%) from 2020

Net Income

Up

$10,133

Up $6,410 (+172%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$300K$200K$100K$0Assets 2010: $369,454Liabilities 2010: $0Net Assets 2010: $369,4542010Assets 2011: $352,177Liabilities 2011: $0Net Assets 2011: $352,1772011Assets 2012: $348,488Liabilities 2012: $0Net Assets 2012: $348,4882012Assets 2013: $359,591Liabilities 2013: $0Net Assets 2013: $359,5912013Assets 2014: $366,493Liabilities 2014: $0Net Assets 2014: $366,4932014Assets 2015: $365,355Liabilities 2015: $02015Assets 2016: $353,520Liabilities 2016: $0Net Assets 2016: $353,5202016Assets 2017: $347,352Liabilities 2017: $0Net Assets 2017: $347,3522017Assets 2018: $348,546Liabilities 2018: $0Net Assets 2018: $348,5462018Assets 2019: $352,727Liabilities 2019: $0Net Assets 2019: $352,7272019Assets 2020: $356,435Liabilities 2020: $0Net Assets 2020: $356,4352020Assets 2021: $366,544Liabilities 2021: $0Net Assets 2021: $366,5442021Assets 2022: $365,546Liabilities 2022: $0Net Assets 2022: $365,5462022Assets 2023: $385,301Liabilities 2023: $0Net Assets 2023: $385,3012023Assets 2024: $372,001Liabilities 2024: $0Net Assets 2024: $372,0012024Assets 2025: $360,477Liabilities 2025: $0Net Assets 2025: $360,4772025

Highlighted filing

2021

Assets$366,544
Liabilities$0
Net Assets$366,544
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $25,3302010Expenses 2011: $14,6822011Expenses 2012: $24,3002012Expenses 2013: $24,5792013Revenue 2014: $32,588Expenses 2014: $25,677Net Income 2014: $6,9112014Revenue 2015: $22,590Expenses 2015: $23,738Net Income 2015: -$1,1482015Revenue 2016: $14,549Expenses 2016: $26,158Net Income 2016: -$11,6092016Revenue 2017: $18,168Expenses 2017: $24,320Net Income 2017: -$6,1522017Revenue 2018: $26,064Expenses 2018: $24,834Net Income 2018: $1,2302018Revenue 2019: $28,049Expenses 2019: $23,866Net Income 2019: $4,1832019Revenue 2020: $29,026Expenses 2020: $25,303Net Income 2020: $3,7232020Revenue 2021: $35,413Expenses 2021: $25,280Net Income 2021: $10,1332021Revenue 2022: $24,902Expenses 2022: $25,904Net Income 2022: -$1,0022022Revenue 2023: $50,724Expenses 2023: $30,920Net Income 2023: $19,8042023Revenue 2024: $18,394Expenses 2024: $31,685Net Income 2024: -$13,2912024Revenue 2025: $19,287Expenses 2025: $30,813Net Income 2025: -$11,5262025

Highlighted filing

2021

Revenue$35,413
Expenses$25,280
Net Income$10,133
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2020 to Feb 28, 2021
Signed
Jun 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$5,172-$5,172
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF PROVIDENCESCHOLARSHIPSIGREAT FALLS, MT, US$18,000
Filing and Contact Details

Filer

Filer Name
Edna Graves Memorial Trust
EIN
81-6085956
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2021-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8187918A105 TELADOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8279466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84776696106 ROPER INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8587612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8700206R102 ATT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt510326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt620668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt73480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt84221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt94555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt104442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt128000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1416206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt157460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt169240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt174200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1831600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt193479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0808524847 SCHWAB US REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1922908660 VANGUARD GROWTH INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2024932154 AMERICAN CENTURY HIG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464288885 ISHARES MSCI EAFE GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287309 ISHARES SP 500 GROWT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt587245P668 TIAA CREF INFLATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287499 ISHARES RUSSELL MIDC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7524686524 CLEARBRIDGE INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287804 I SHARES S P SMALLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt987245P684 TIAA CREF BOND PLUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287473 ISHARES RUSSELL MIDC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287226 ISHARES CORE TOTAL U
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12921937694 VANGUARD MIDCAP VALU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1303463K406 ANGEL OAK MULTI STRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14808524870 SCHWAB U.S. TIPS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15464288638 ISHARES BARCLAYS INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16464287200 ISHARES S P 500 E T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18131582439 CALVERT HIGH YIELD B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1974440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20464288521 ISHARES FTSE NAREIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt510759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt626194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt74704
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt84417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt95624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt104383
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt128095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt136677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1415898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1510308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1613972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt174356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1831311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt193581
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08635
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt026772
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RETURN OF PY GRANT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt035413
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt035413
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt026772
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0517
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04655
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05172
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08559
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08635
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010133
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0245808
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt026772
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030568
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0108
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0608
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020017
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04763
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt025280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035413
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02017
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04763
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07280
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122004-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152004-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172004-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222006-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292010-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-04-09

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Filings

Displayed year

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

Open filing
Assets
$366,544
Liabilities
$0
Net assets
$366,544
Revenue
$35,413
Expenses
$25,280
Net income
$10,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.19$0.31$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.18$0.32$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.51$0.31$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.25$0.26$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.35$0.25$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.29$0.25$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.28$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.26$0.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.18$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.15$0.26$0.12
2015Summary only. Only limited summary data is available for this year.$3.65$0.00$0.23$0.24$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.33$0.26$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.25
2012Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.24
2011Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.15
2010Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • <$500k nonprofits