Civic Intelligence

Clark Scholarship Fund Guaranty Bank and Trust Company Trustee

990PF • Fiscal year 2017 • EIN 84-6270490

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 06, 2017

Organization Profile
PO Box 1159Longmont, CO 80502

(303) 776-5800

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

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

49th percentile

$18,691

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

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

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,611,275

Up $6,676 (+0.4%) from 2016

Net Assets

Up

$1,611,275

Up $6,676 (+0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin57th percentile

Revenue

Up

$107,690

Up $26,822 (+33%) from 2016

Expenses

Down

$101,014

Down $3,915 (-3.7%) from 2016

Net Income

Up

$6,676

Up $30,737 (+128%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,821,533Liabilities 2011: $0Net Assets 2011: $1,821,5332011Assets 2012: $1,792,069Liabilities 2012: $0Net Assets 2012: $1,792,0692012Assets 2013: $1,766,431Liabilities 2013: $02013Assets 2014: $1,696,157Liabilities 2014: $0Net Assets 2014: $1,696,1572014Assets 2015: $1,628,660Liabilities 2015: $0Net Assets 2015: $1,628,6602015Assets 2016: $1,604,599Liabilities 2016: $0Net Assets 2016: $1,604,5992016Assets 2017: $1,611,275Liabilities 2017: $0Net Assets 2017: $1,611,2752017Assets 2019: $1,532,275Liabilities 2019: $0Net Assets 2019: $1,532,2752019Assets 2020: $1,610,501Liabilities 2020: $0Net Assets 2020: $1,610,5012020Assets 2021: $1,765,902Liabilities 2021: $0Net Assets 2021: $1,765,9022021Assets 2022: $1,815,448Liabilities 2022: $0Net Assets 2022: $1,815,4482022Assets 2023: $1,887,960Liabilities 2023: $12023Assets 2024: $1,882,660Liabilities 2024: $12024Assets 2025: $1,928,968Liabilities 2025: $0Net Assets 2025: $1,928,9682025

Highlighted filing

2017

Assets$1,611,275
Liabilities$0
Net Assets$1,611,275
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $110,3162011Expenses 2012: $105,9142012Revenue 2013: $76,042Expenses 2013: $101,680Net Income 2013: -$25,6382013Revenue 2014: $44,978Expenses 2014: $115,252Net Income 2014: -$70,2742014Revenue 2015: $42,726Expenses 2015: $110,223Net Income 2015: -$67,4972015Revenue 2016: $80,868Expenses 2016: $104,929Net Income 2016: -$24,0612016Revenue 2017: $107,690Expenses 2017: $101,014Net Income 2017: $6,6762017Revenue 2019: $83,620Expenses 2019: $110,561Net Income 2019: -$26,9412019Revenue 2020: $186,115Expenses 2020: $107,889Net Income 2020: $78,2262020Revenue 2021: $283,271Expenses 2021: $127,870Net Income 2021: $155,4012021Revenue 2022: $175,843Expenses 2022: $126,297Net Income 2022: $49,5462022Revenue 2023: $178,705Expenses 2023: $106,193Net Income 2023: $72,5122023Revenue 2024: $126,453Expenses 2024: $118,146Net Income 2024: $8,3072024Revenue 2025: $161,408Expenses 2025: $128,929Net Income 2025: $32,4792025

Highlighted filing

2017

Revenue$107,690
Expenses$101,014
Net Income$6,676
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GUARANTEE BANK AND TRUST COMPANYTrustee-$18,691-$18,691
Filing and Contact Details

Filer

Filer Name
Clark Scholarship Fund
EIN
84-6270490
Phone
3037765800
Address
PO BOX 1159, LONGMONT, CO 80502

Signing Officer

Name
Jane Cox
Title
Trust Officer
Phone
3037765800
Signed
2017-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Brock and Company Cpas Pc
Address
3711 JFK PARKWAY 315, FORT COLLINS, CO 80525
Preparer
Susan R Johnson CPA
Phone
9702237855
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82748.193 SHS ADVANTAGE FDS INC OPPT MDCP VAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95735.295 SHS DELAWARE GROUP EQUITY FDS V SML CAP CORE I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10679.579 SHS GATEWAY TR GATEWAY FD Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111,012 SHS VANGUARD MALVER FDS STRM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126,211.18 SHS ADVISORS INNER CIRCLE FD II CHPLN MDC INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134,195.804 SHS HARDING LOEVNER FDS INC INTL EQUITY PR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1411,479.592 SHS TEMPLETON FDS INC FOREIGN FD ADV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt270671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt389193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt438882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt548036
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt647419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7104120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt80
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9145447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1022324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1150043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12106832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1392979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1490344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt028782
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt078554
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0354
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0107690
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0107690
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0255
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01020
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01275
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt078554
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03738
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt014953
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018691
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt080000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt080000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028782
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028782
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06676
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0704958
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0354
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0354
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt078554
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt090669
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01048
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt083993
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0101014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0107690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0107690
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182006-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192011-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212014-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242011-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt282000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt320000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt67492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt78405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt825156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt127741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1320000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt173709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt182927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1914077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2011983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2125008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2512178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt268550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-7720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt59793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt68075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt74093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt92495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-1611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1510970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-54
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1711711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt184442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt194739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt202539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt224213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-11516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt251617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt298746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-7720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt49128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt59793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt68075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74093

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Filings

Displayed year

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

Open filing
Assets
$1,611,275
Liabilities
$0
Net assets
$1,611,275
Revenue
$107,690
Expenses
$101,014
Net income
$6,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.16$0.13$0.03
2024Summary only. Only limited summary data is available for this year.$1.88$0.00$0.13$0.12$0.01
2023Summary only. Only limited summary data is available for this year.$1.89$0.00$0.18$0.11$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.18$0.13$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.28$0.13$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.19$0.11$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.11$0.10$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.08$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.04$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.04$0.12$0.07
2013Summary only. Only limited summary data is available for this year.$1.77$0.00$0.08$0.10$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.11
Peer Organizations

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