Civic Intelligence

Insita Group Ltd.

990PF • Fiscal year 2020 • EIN 82-3716495

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
PO Box 649Millerton, NY 12546

(518) 592-1919

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.00x

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Net Margin

85th percentile

94%

Higher net margin than 85% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Asset Growth

89th percentile

67%

Faster asset growth than 89% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

780%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$17,043,046

Up $6,832,159 (+67%) from 2019

Net Assets

Up

$17,043,046

Up $6,832,159 (+67%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin85th percentile

Revenue

Up

$7,242,501

Up $6,419,917 (+780%) from 2019

Expenses

Down

$410,342

Down $9,735 (-2.3%) from 2019

Net Income

Up

$6,832,159

Up $6,429,652 (+1597%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$60M$40M$20M$0Assets 2018: $9,845,305Liabilities 2018: $0Net Assets 2018: $9,845,3052018Assets 2019: $10,210,887Liabilities 2019: $0Net Assets 2019: $10,210,8872019Assets 2020: $17,043,046Liabilities 2020: $0Net Assets 2020: $17,043,0462020Assets 2021: $19,962,346Liabilities 2021: $0Net Assets 2021: $19,962,3462021Assets 2022: $19,921,397Liabilities 2022: $0Net Assets 2022: $19,921,3972022Assets 2023: $21,885,546Liabilities 2023: $781,323Net Assets 2023: $21,104,2232023Assets 2024: $53,193,251Liabilities 2024: $0Net Assets 2024: $53,193,2512024

Highlighted filing

2020

Assets$17,043,046
Liabilities$0
Net Assets$17,043,046
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2018: $4,517,047Expenses 2018: $130,202Net Income 2018: $4,386,8452018Revenue 2019: $822,584Expenses 2019: $420,077Net Income 2019: $402,5072019Revenue 2020: $7,242,501Expenses 2020: $410,342Net Income 2020: $6,832,1592020Revenue 2021: $3,974,877Expenses 2021: $1,055,577Net Income 2021: $2,919,3002021Revenue 2022: $1,384,359Expenses 2022: $1,447,657Net Income 2022: -$63,2982022Revenue 2023: $2,789,921Expenses 2023: $959,364Net Income 2023: $1,830,5572023Revenue 2024: $37,920,438Expenses 2024: $2,132,727Net Income 2024: $35,787,7112024

Highlighted filing

2020

Revenue$7,242,501
Expenses$410,342
Net Income$6,832,159
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert HorwitzPresident-$0--
Grace HorwitzVice President-$0--
Filing and Contact Details

Filer

Filer Name
Insita Group Ltd
EIN
82-3716495
Phone
5185921919
Address
PO Box 649, Millerton, NY 12546

Signing Officer

Name
Robert Horwitz
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Alan J Preis CPA PC
Address
30 Columbia Turnpike, Florham Park, NJ 07932
Preparer
Alan J Preis
Phone
9736600444
Raw XML Appendix390 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt06199
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06199
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Ares Capital
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1TPG Spec Lending
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Vaneck Vectors Jr Gold Miner
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0263046
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1850849
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2532475
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0322768
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11108569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2892519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0365925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1169456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2442871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3188398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4541611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5308073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61141192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7151465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8278373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9101091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10365483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11174875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12173414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13596664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14464774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15158145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16293096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17153371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18242425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19170610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20199222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21180268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0611671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1212763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2485726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3213820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4657979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5284649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61179708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7153143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8276988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9159793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10325297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11278208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12192393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13623281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14585827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15211615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16327250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17183951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18271609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19177422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20273961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21238765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Alphabet Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Aptose Bios
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Cue Biopharma
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Koppers Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Nexstar
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Agnico-Eagle Mines LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Alibaba Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CNH Industrial N.V. USD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Everquote
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Industrial Logistics
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Koru Med
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Medtronic Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Raytheon Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14RTW Venture Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15SPX Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Suro Capital
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Syneos Health
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Vontier Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Winnebago Inds
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Evolution Gaming
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Delivery Hero SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1102530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt438974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5800000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt668661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7123008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Fourth Stone Offshore
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1City Light
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GRR Pigeonly
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3UP Trust
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Rethink Impact
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Echo Street
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Banneker Fund I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Bios Fund III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01014871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1102530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2115000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt429884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5841876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt668661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7124276
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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0200443
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt05571863
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01383
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt031416
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0170410
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05571863
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05742273
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06199
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06199
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0201826
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05571863
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0350000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0350000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01500228
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0200443
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0200443
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0200443
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06832159
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt018481423
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0827
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01383
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01383
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01383
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0827
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01240
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01240
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05571863
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05773689
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-31416
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt051926
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt051926
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0201826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0410342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0410342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05773689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07242501
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt060342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt060342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012909560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05571863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05571863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018481423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Jefferies - 43001888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05571863
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06832159
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017043046
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010210887
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017043046
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt080254
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt080254
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt080254
IRS990PF/DistributableAmountGrp/TotalTaxAmt080254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt029496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt089750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt080254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt029496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt080254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt080254
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0109750
IRS990PF/FMVAssetsEOYAmt018849474
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04726366
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06102701
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06102701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0823972
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01646370
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02323856
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03290619
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06860802
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07925819
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01369930
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02433173
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02497098
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010210887
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt017043046
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010210887
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017043046
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018849474
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010210887
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017043046
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010210887
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017043046
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert Horwitz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Grace Horwitz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 649
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 649
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Millerton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Millerton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012456
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd112546
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0410342
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0410342
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0410342
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 649
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Millerton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012546
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation
IRS990PF/StatementsRegardingActyGrp/PhoneNum05185924000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Robert Horwitz
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MPN Research Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Justice Lab
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Brigham Women's Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Dr Ann Mullally MPN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0180 North Michigan Ave Ste 1870
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1475 Riverside Drive Suite 316
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2116 Huntington Avenue 3rd Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3180 N Michigan Avenue Suite 1870
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0350000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt071873
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0338469
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0338469
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0410342
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0338469
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0338469
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt071873
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01240
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01240
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-31416
TaxesSchedule/TaxesDetail/Amt050000
TaxesSchedule/TaxesDetail/Amt11926
TaxesSchedule/TaxesDetail/CategoryTxt0Extension
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050000
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11926
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Horwitz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Insita Group Ltd
ReturnHeader/Filer/BusinessNameControlTxt0INSI
ReturnHeader/Filer/EIN0823716495
ReturnHeader/Filer/PhoneNum05185921919
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 649
ReturnHeader/Filer/USAddress/CityNm0Millerton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012546
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223484261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alan J Preis CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 Columbia Turnpike
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Florham Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09736600444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan J Preis
ReturnHeader/ReturnTs02021-11-15T09:44:47-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Horwitz
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,043,046
Liabilities
$0
Net assets
$17,043,046
Revenue
$7,242,501
Expenses
$410,342
Net income
$6,832,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$37.9$2.13$35.8
2023Detailed filing. Detailed filing data is available for this year.$21.9$0.78$21.1$2.79$0.96$1.83
2022Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$1.38$1.45$0.06
2021Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$3.97$1.06$2.92
2020Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$7.24$0.41$6.83
2019Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.82$0.42$0.40
2018Detailed filing. Detailed filing data is available for this year.$9.85$0.00$9.85$4.52$0.13$4.39