Civic Intelligence

The Hampshire Foundation

990PF • Fiscal year 2017 • EIN 84-1523630

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

224 Peachtree Battle Avenue NWAtlanta, GA 30305

(770) 799-3214

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

43rd percentile

0.9%

Faster asset growth than 43% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,471,144

Up $29,590 (+0.9%) from 2016

Net Assets

Up

$3,471,144

Up $29,590 (+0.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$262,124

Down $109,109 (-29%) from 2016

Expenses

Down

$231,874

Down $10,889 (-4.5%) from 2016

Net Income

Down

$30,250

Down $98,220 (-76%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,204,194Liabilities 2010: $0Net Assets 2010: $1,204,1942010Assets 2011: $1,469,590Liabilities 2011: $0Net Assets 2011: $1,469,5902011Assets 2012: $1,893,000Liabilities 2012: $0Net Assets 2012: $1,893,0002012Assets 2013: $2,254,656Liabilities 2013: $0Net Assets 2013: $2,254,6562013Assets 2014: $3,141,895Liabilities 2014: $0Net Assets 2014: $3,141,8952014Assets 2015: $3,313,084Liabilities 2015: $0Net Assets 2015: $3,313,0842015Assets 2016: $3,441,554Liabilities 2016: $0Net Assets 2016: $3,441,5542016Assets 2017: $3,471,144Liabilities 2017: $0Net Assets 2017: $3,471,1442017Assets 2018: $3,655,829Liabilities 2018: $0Net Assets 2018: $3,655,8292018Assets 2019: $4,223,981Liabilities 2019: $0Net Assets 2019: $4,223,9812019Assets 2020: $4,337,148Liabilities 2020: $0Net Assets 2020: $4,337,1482020Assets 2021: $4,549,344Liabilities 2021: $0Net Assets 2021: $4,549,3442021Assets 2022: $4,485,310Liabilities 2022: $0Net Assets 2022: $4,485,3102022Assets 2023: $4,506,372Liabilities 2023: $0Net Assets 2023: $4,506,3722023Assets 2024: $4,761,539Liabilities 2024: $0Net Assets 2024: $4,761,5392024

Highlighted filing

2017

Assets$3,471,144
Liabilities$0
Net Assets$3,471,144

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $96,1582010Expenses 2011: $97,6362011Expenses 2012: $97,7262012Expenses 2013: $154,6072013Revenue 2014: $520,490Expenses 2014: $185,633Net Income 2014: $334,8572014Revenue 2015: $386,927Expenses 2015: $215,738Net Income 2015: $171,1892015Revenue 2016: $371,233Expenses 2016: $242,763Net Income 2016: $128,4702016Revenue 2017: $262,124Expenses 2017: $231,874Net Income 2017: $30,2502017Revenue 2018: $436,428Expenses 2018: $251,743Net Income 2018: $184,6852018Revenue 2019: $819,878Expenses 2019: $251,726Net Income 2019: $568,1522019Revenue 2020: $363,455Expenses 2020: $250,288Net Income 2020: $113,1672020Revenue 2021: $466,238Expenses 2021: $254,042Net Income 2021: $212,1962021Revenue 2022: $247,758Expenses 2022: $311,792Net Income 2022: -$64,0342022Revenue 2023: $273,014Expenses 2023: $251,952Net Income 2023: $21,0622023Revenue 2024: $514,010Expenses 2024: $265,647Net Income 2024: $248,3632024

Highlighted filing

2017

Revenue$262,124
Expenses$231,874
Net Income$30,250
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAYLOR C KIRKPATRICKPresident-$0--
TIMOTHY B KIRKPATRICKVice-President-$0--
DAVID F KIRKPATRICKTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINTEGRATED COMMUNITY OF ROUTT COUNTY COLORADOEDUCATIONAL & PUBLIC WELFAREEXEMPTSTEAMBOAT SPRINGS, CO, US$65,000
Paid GrantGREENHOUSE SCHOLARSEDUCATIONAL & PUBLIC WELFAREEXEMPTBOULDER, CO, US$40,000
Paid GrantCRK - CHATTAHOOCHEE RIVERKEEPERSENVIRONMENTALEXEMPTATLANTA, GA, US$25,000
Paid GrantACE SCHOLARSHIPSEDUCATIONAL & PUBLIC WELFAREEXEMPTDENVER, CO, US$20,000
Paid GrantUNIVERSITY OF DENVEREDUCATIONAL & PUBLIC WELFAREEXEMPTDENVER, CO, US$15,000
Paid GrantBRIGHT BY THREEPUBLIC WALFAREEXEMPTDENVER, CO, US$10,000
Paid GrantROCKY MOUNTAIN CHILDREN'S HEALTH FOUNDATIONHEALTH & PUBLIC WELFAREEXEMPTDENVER, CO, US$10,000
Paid GrantDENVER PUBLIC LIBRARY FRIENDS FOUNDATIONCULTURAL & EDUCATIONALEXEMPTDENVER, CO, US$5,000
Paid GrantQUARTERLY FORUM - THE LEADERS INTITIATIVEEDUCATIONAL & PUBLIC WELFAREEXEMPTDENVER, CO, US$5,000
Filing and Contact Details

Filer

Filer Name
The Hampshire Foundation
EIN
84-1523630
Phone
7707993214
Address
224 PEACHTREE BATTLE AVENUE NW, ATLANTA, GA 30305

Signing Officer

Name
David Kirkpatrick
Title
Director
Phone
7707993214
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Mary Kaye Johnston CPA
Phone
3036942190
Raw XML AppendixShowing 400 of 669 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/Amt03709
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION & ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01855
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt510352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt810952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt914561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1315089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1410736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1515332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt177432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1812249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1911749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2015240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2210083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2311923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2412532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2513312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2613544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt275381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2811754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt298498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3013303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3114388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3216911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt338670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3415548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35100009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3680779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3792006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3841389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3918280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40113540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4160839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4279880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4351794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4421076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4525580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4682580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4738716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4830200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49127429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5010226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5118985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52235079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53162000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54104867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5598362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5633397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57124273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5846631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5914822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6089055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6167692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62104829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63132589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6417040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65162803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6685236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67181226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt418804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt513872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt610550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt712524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt816519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt917297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1112247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1315334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1415933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1512876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt168110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt177518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1817519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1917264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2019718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt219082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2215827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2316367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2417789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2512121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2615486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt278792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2814405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2911274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3013330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3117683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3218442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3310116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3418284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3597678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3678360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3782698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3821052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3918499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40122774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4180817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42155784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4391236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4413447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4528404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4678839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4782441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4837456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49162920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt508283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5118947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52231923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53171767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54116389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55152574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5638780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57180025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5839663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5916322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6086973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6172841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62140445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63139075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6418226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65140984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6684549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67179862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMG 2707-ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMG 2707-ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMG 2707-AMERICAN INTERNATIONAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMG 2707-BANCO BILBAO VIZCAYA ARGENTARIA, SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMG 2707-BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMG 2707-BB&T CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMG 2707-BP AMOCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMG 2707-CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMG 2707-CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMG 2707-CREDIT SUISSE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AMG 2707-DIEBOLD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AMG 2707-EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AMG 2707-ENEL SPA UNSPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMG 2707-ENI S P A SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AMG 2707-ERSTE BANK DER OSTERRECHISCHEN SPARKASSEN AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AMG 2707-GLAXO SMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AMG 2707-HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AMG 2707-IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AMG 2707-ING GROUP N V SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AMG 2707-INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AMG 2707-INTESA SANPALO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21AMG 2707-JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AMG 2707-JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AMG 2707-KONINKLIKE PHILPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AMG 2707-LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AMG 2707-NOKIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26AMG 2707-ORANGE SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27AMG 2707-PBF ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AMG 2707-QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AMG 2707-ROYAL DUTCH SHELL PLC-ADR A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30AMG 2707-SANOFI -ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31AMG 2707-TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32AMG 2707-TECHNIPFMC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AMG 2707-TOTAL SA-SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34AMG 2707-YARA INTERNATIONAL-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35AMG 9385-AQR LONG-SHORT EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36AMG 9385-BLACKROCK STRATEGIC INCOME OPPORTUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37AMG 9385-BUFFALO MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38AMG 9385-BUFFALO SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39AMG 9385-CARILLON REAMS UNCONSTRAINED BOND FUND CL Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40AMG 9385-CAUSEWAY INTERNATL VALUE INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41AMG 9385-CHAMPLAIN SMALL CO FD-ADV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42AMG 9385-DIAMOND HILL LARGE CAP FUND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43AMG 9385-DODGE & COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44AMG 9385-ETFS PLATINUM TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45AMG 9385-FMI COMMON STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46AMG 9385-FPA NEW INCOME INC FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AMG 9385-HARBOR MID CAP VALUE FUND # 023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48AMG 9385-HARDING LOEVNER EMERG MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49AMG 9385-I SHARES DOW SELECT DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50AMG 9385-I SHARES SILVER TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51AMG 9385-ISHARES COHEN & STEERS RLTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52AMG 9385-ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53AMG 9385-ISHARES MSCI EAFE INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54AMG 9385-ISHARES MSCI EMU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55AMG 9385-JENSEN PORTFOLIO CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56AMG 9385-MANNING & NAPIER WORLD OPPORTUNITIES FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57AMG 9385-OAKMARK INTERNATIONAL FUND (HARRIS) # 109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AMG 9385-ROYCE PREMIER FUND (INV CL) #265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59AMG 9385-SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60AMG 9385-T ROWE PRICE INSTITUTIONAL FLOATING RATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61AMG 9385-T ROWE PRICE INTERNATIONAL BOND FUND # 76
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62AMG 9385-T ROWE PRICE MID CAP GROWTH # 64
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63AMG 9385-T ROWE PRICE MIDCAP VALUE #115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AMG 9385-TCW EMERGING MARKETS INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65AMG 9385-VANGUARD ENERGY FUND ADMIRAL CL #0551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66AMG 9385-VANGUARD INFLATION PROTECTED ADMIRAL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67AMG 9385-VANGUARD TOTAL BOND MARKET ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMG 2707-OAKTREE CAPITAL GROUP LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt083325
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-78599
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt07089
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011815
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011815
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01855
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01854
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03709
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0195000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0195000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0250309
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt082234
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt083325
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt030250
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0649458
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-78599
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt054304
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt07089
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt07089
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030017
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030017
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03148
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0196855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0231874
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt089323
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0262124
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01855
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035019
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt082568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2208174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt359494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4354886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-131931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-26332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt575793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-131931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-26332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt575793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt091409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt276243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt355533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4328554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt575793
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/PropertyDesc0PUBLICLY TRADED SECURITIES SHORT TERM - AMG 2707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES LONG TERM - AMG 2707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES LONG TERM - AMG 5145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES SHORT TERM - AMG 9385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES LONG TERM - AMG 9385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-78599
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt030250
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0660
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03471804
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03441554
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03471144
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0174779
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0174779
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0174779
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0175322
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0543
IRS990PF/DistributableAmountGrp/TotalTaxAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03533
IRS990PF/FMVAssetsEOYAmt03903738
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01733
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0418
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01733
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01733
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01873
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01819
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01819
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02851740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03039724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03472356
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0208238
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09090
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09052
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0379285
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0418778
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0418778
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03441554
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03471144
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03903738
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03441554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03471144
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03441554
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03471144
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03441554
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03471144
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03559830
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0256971
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03302859
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt053397
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0175322
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03506433
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03559830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TAYLOR C KIRKPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TIMOTHY B KIRKPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID F KIRKPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0730 17TH STREET SUITE 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt135 5TH STREET UNIT 103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2224 PEACHTREE BATTLE AVENUE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DENVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STEAMBOAT SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd180487
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd230305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0158473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0159016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0211015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0180498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0150471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.51$0.27$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.27$0.25$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.25$0.31$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.47$0.25$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.36$0.25$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.82$0.25$0.57
2018Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.44$0.25$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.26$0.23$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.37$0.24$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.39$0.22$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.52$0.19$0.33
2013Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $1M-$5M nonprofits