Civic Intelligence

Code 3 Associates Inc.

990PF • Fiscal year 2013 • EIN 84-1461821

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 07, 2014

Organization ProfileCODE3ASSOCIATES.ORG
1530 Skyway DrLongmont, CO 80504

(303) 772-7724

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

59th percentile

$69,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

25th percentile

-3.5%

Faster asset growth than 25% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets18th percentile

Assets

$1,681,224

No earlier filing loaded for comparison.

Net Assets

$1,676,145

No earlier filing loaded for comparison.

Liabilities

$5,079

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin19th percentile

Revenue

$517,879

No earlier filing loaded for comparison.

Expenses

$580,840

No earlier filing loaded for comparison.

Net Income

-$62,961

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,681,224Liabilities 2013: $5,079Net Assets 2013: $1,676,1452013Assets 2014: $1,473,056Liabilities 2014: $4,464Net Assets 2014: $1,468,5922014Assets 2015: $1,475,994Liabilities 2015: $2,897Net Assets 2015: $1,473,0972015Assets 2016: $1,442,873Liabilities 2016: $2,622Net Assets 2016: $1,440,2512016Assets 2017: $1,494,372Liabilities 2017: $49,156Net Assets 2017: $1,445,2162017Assets 2018: $1,341,046Liabilities 2018: $60,622Net Assets 2018: $1,280,4242018Assets 2019: $1,341,274Liabilities 2019: $19,117Net Assets 2019: $1,322,1572019Assets 2020: $1,766,281Liabilities 2020: $116,895Net Assets 2020: $1,649,3862020Assets 2021: $1,580,614Liabilities 2021: $121,107Net Assets 2021: $1,459,5072021Assets 2023: $1,278,822Liabilities 2023: $8,067Net Assets 2023: $1,270,7552023Assets 2024: $1,189,908Liabilities 2024: $8,857Net Assets 2024: $1,181,0512024

Highlighted filing

2013

Assets$1,681,224
Liabilities$5,079
Net Assets$1,676,145
Open 2013 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $517,879Expenses 2013: $580,840Net Income 2013: -$62,9612013Revenue 2014: $286,425Expenses 2014: $493,978Net Income 2014: -$207,5532014Revenue 2015: $499,380Expenses 2015: $494,875Net Income 2015: $4,5052015Revenue 2016: $497,329Expenses 2016: $530,175Net Income 2016: -$32,8462016Revenue 2017: $554,413Expenses 2017: $549,448Net Income 2017: $4,9652017Revenue 2018: $428,553Expenses 2018: $593,348Net Income 2018: -$164,7952018Revenue 2019: $604,426Expenses 2019: $562,693Net Income 2019: $41,7332019Revenue 2020: $831,786Expenses 2020: $504,557Net Income 2020: $327,2292020Revenue 2021: $504,430Expenses 2021: $694,309Net Income 2021: -$189,8792021Revenue 2023: $409,624Expenses 2023: $515,943Net Income 2023: -$106,3192023Revenue 2024: $371,484Expenses 2024: $461,188Net Income 2024: -$89,7042024

Highlighted filing

2013

Revenue$517,879
Expenses$580,840
Net Income-$62,961
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 7, 2014
Return Version
2013v3.1
Mission and Program Overview

Mission

Animal welfare code 3 associates provides professional animal disaster response and resources to communities, as well as providing professional training to individuals and agencies involved in animal related law enforcement and emergency response.

Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY P MADDOX PHDDir/InstructorPT$69,000-$69,000
NAN STUARTSec. / Treas.FT$0--
ERIC BAGDIKIANPresident-$0--
PAM DELABARDirector-$0--
SHIRLEY ANN MINSHEWDirector-$0--
Filing and Contact Details

Filer

EIN
84-1461821
Phone
3037727724

Signing Officer

Name
Nan Stuart
Title
Secretary/treasurer
Signed
2014-11-07
Discuss with paid preparer
Yes

Preparer

Preparer
David J Reinicke CPA
Phone
3034316500
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SUPPORTING INFORMATION FOR PART VII-B ITEMS 1(A)(1) AND 1(A)(3)THIS DISCLOSURE IS PRESENTED, AS CODE 3 CONSIDERS THE ACTIVITIES UNDER ITEMS 1(A)(1) AND 1(A)(3) NOT TO BE ACTS OF SELF DEALING UNDER REGULATION 53.4941(D)-1.FROM ITS INCEPTION IN 1998 THROUGH 2010, CODE 3 ASSOCIATES QUALIFIED AS A PUBLIC CHARITY, AND FILED FORM 990 (OR 990-EZ) FOR EACH OF THOSE YEARS. IN 2010, CODE 3 RECEIVED A BEQUEST OF PROPERTY, WHICH INCLUDED, AMONG OTHER ITEMS, THE BUILDING IT USES AS ITS PRIMARY OFFICE AND TRAINING FACILITY. PRIOR TO THE TRANSFER OF THIS PROPERTY TO CODE 3, THE SPACE USED BY CODE 3 WAS PROVIDED RENT FREE, AND ANOTHER TENANT LEASED THE REMAINING SPACE IN THE BUILDING. IN 2010, AS A RESULT OF THE BEQUEST, TITLE IN THE PROPERTY WAS TRANSFERRED TO CODE 3. THE OTHER TENANT CONTINUED TO COVER ALL OPERATING EXPENSES AND BEGAN TO PAY RENT TO CODE 3. THIS OTHER TENANT IS AN LLC OWNED MORE THAN 35% BY DISQUALIFIED PERSONS. THERE IS NO DEBT ON THE BUILDING.UNDER REGULATION 53.4941(D)-1(b)(1), CERTAIN BUSINESS TRANSACTIONS BETWEEN A DISQUALIFIED PERSON AND AN ORGANIZATION CONTROLLED BY A PRIVATE FOUNDATION ARE NOT CONSIDERED TO BE ACTS OF SELF DEALING. THE SITUATION FOR CODE 3 IS THAT THIS IS A TRANSACTION BETWEEN THE PRIVATE FOUNDATION AND AN ORGANIZATION CONTROLLED BY DISQUALIFIED PERSONS, WHICH IS SLIGHTLY DIFFERENT THAN PRESENTED IN THE REGULATION. HOWEVER, CODE 3 BELIEVES IT MEETS THE CONDITIONS FOR THE BUSINESS TRANSACTION TO NOT BE CONSIDERED AN ACT OF SELF DEALING, AS FOLLOWS:1) THE TRANSACTION RESULTS FROM A BUSINESS RELATIONSHIP WHICH WAS ESTABLISHED BEFORE SUCH TRANSACTION WOULD HAVE CONSTITUTED AN ACT OF SELF DEALING. THIS LEASE AGREEMENT WAS IN PLACE BEFORE CODE 3 OBTAINED TITLE TO THE PROPERTY. IN ADDITION, AT THE TIME CODE 3 OBTAINED TITLE TO THE PROPERTY IT WAS A PUBLIC CHARITY, SO THE SELF DEALING RULES DID NOT APPLY.2) THE TRANSACTION WAS AT LEAST AS FAVORABLE AS AN ARM'S LENGTH TRANSACTION WITH AN UNRELATED PERSON. THE TENANT PAYS ALL THE OPERATING EXPENSES FOR THE ENTIRE BUILDING, INCLUDING THE PORTION CODE 3 OCCUPIES, AND PAYS RENT. CODE 3 PERSONNEL CONTINUALLY EVALUATE THE MARKET CONDITIONS OF THE AREA TO MAKE SURE THE RENT IS AT FAIR MARKET VALUE.3) ALTHOUGH THE LLC COULD RENT SPACE AT A DIFFERENT LOCATION, CODE 3 BELIEVES IT WOULD BE CREATE GREAT ECONOMIC HARDSHIP TO ITS OPERATIONS. ONE OF THE MAJOR CHARITABLE FUNCTIONS PROVIDED BY CODE 3 ARE THE EDUCATIONAL PROGRAMS DESCRIBED IN PART IX-A OF FORM 990-PF. THE TENANT SELLS PRODUCTS TO THOSE IN THE LAW ENFORCEMENT COMMUNITY, WHICH IS A MAJOR TARGET MARKET FOR THE EDUCATIONAL PROGRAMS PROVIDED BY CODE 3. BY HAVING THE TENANT IN THE BUILDING, THEY ARE ABLE TO REACH THIS TARGET MARKET, RESULTING IN THE ABILITY TO ATTRACT PARTICIPANTS TO ITS EDUCATIONAL PROGRAMS WITHOUT INCURRING MARKETING EXPENSES. THEY ARE ALSO ABLE TO DEVELOP RELATIONSHIPS WITH THIS IMPORTANT SEGMENT OF THEIR MARKET TO MAKE SURE THE TRAINING PROVIDED IS BENEFICIAL.
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IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt021642
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01048
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt070208
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0157992
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0228200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt078444
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03910
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt082354
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0111060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0111060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt059500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt059500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt016192
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0139208
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0139208
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0352977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0580840
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt071719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0517879
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0139208
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0352977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03936
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0580840
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt034852
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt034852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51985-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81985-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112009-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131985-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142011-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181985-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192011-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202011-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt034836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt312341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt519974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt810395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt97
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt138442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-43
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt182310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-46
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt519974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt810395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt97
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt138442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-43
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt182310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-46
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt035000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt520717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt810767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt182390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04088.79 SH WF ADV ULTR SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12923.98 SH WF ADV ULTR SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2115.95 SH MFS VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31448.53 SH WF ADV ULTR SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc458.01 SH HARBOR CAP APRCTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5270.0 PEPSICO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6203.97 DRIEHAUS ACTIVE INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7101.59 TEMPLETON GLOBAL BD FD ADVISOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8135.0 PEPSICO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9137.28 WF ADV ULTRS SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10104.71 EATON VANCE GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1151.5 KEELEY SMALL CAP VAL FD CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12244.31 MADISON MID CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13106.0 PEPSICO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14151.46 EATON VANCE GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1536.36 DRIEHAUS ACTIVE INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16105.92 DRIEHAUS ACTIVE INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17170.33 PRINCIPAL PREFERRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1829.0 PEPSICO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1968.74 TEMPLETON GLOBAL BD FD ADVISOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20110.97 TEMPLETON GLOBAL BD FD ADVISOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-04-16

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,681,224
Liabilities
$5,079
Net assets
$1,676,145
Revenue
$517,879
Expenses
$580,840
Net income
-$62,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.01$1.18$0.37$0.46$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.01$1.27$0.41$0.52$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.12$1.46$0.50$0.69$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.12$1.65$0.83$0.50$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.02$1.32$0.60$0.56$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.06$1.28$0.43$0.59$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.05$1.45$0.55$0.55$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.50$0.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.47$0.50$0.49$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.29$0.49$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.68$0.52$0.58$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits