Civic Intelligence

Twins Trees Foundation Inc.

990PF • Fiscal year 2015 • EIN 91-2092293

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 16, 2016

Organization Profile
5983 SE Mourning Dove WayHobe Sound, FL 33455

(772) 546-3548

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

9th percentile

-64%

Higher net margin than 9% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

35th percentile

-2.5%

Faster asset growth than 35% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-42%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$681,760

Down $17,134 (-2.5%) from 2014

Net Assets

$681,760

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin9th percentile

Revenue

Down

$26,766

Down $19,097 (-42%) from 2014

Expenses

Down

$43,895

Down $630 (-1.4%) from 2014

Net Income

Down

-$17,129

Down $18,467 (-1380%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$800K$600K$400K$200K$0Assets 2010: $565,581Liabilities 2010: $0Net Assets 2010: $565,5812010Assets 2011: $564,314Liabilities 2011: $0Net Assets 2011: $564,3142011Assets 2012: $705,584Liabilities 2012: $966Net Assets 2012: $704,6182012Assets 2013: $697,556Liabilities 2013: $12013Assets 2014: $698,894Liabilities 2014: $12014Assets 2015: $681,760Liabilities 2015: $0Net Assets 2015: $681,7602015Assets 2016: $674,607Liabilities 2016: $0Net Assets 2016: $674,6072016Assets 2017: $676,850Liabilities 2017: $0Net Assets 2017: $676,8502017Assets 2018: $667,857Liabilities 2018: $0Net Assets 2018: $667,8572018Assets 2019: $643,260Liabilities 2019: $12019Assets 2020: $626,801Liabilities 2020: $0Net Assets 2020: $626,8012020Assets 2021: $619,040Liabilities 2021: $12021Assets 2022: $618,099Liabilities 2022: $0Net Assets 2022: $618,0992022Assets 2023: $604,659Liabilities 2023: $12023

Highlighted filing

2015

Assets$681,760
Liabilities$0
Net Assets$681,760
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50KExpenses 2010: $34,8172010Expenses 2011: $37,4282011Expenses 2012: $70,5872012Revenue 2013: $34,736Expenses 2013: $41,798Net Income 2013: -$7,0622013Revenue 2014: $45,863Expenses 2014: $44,525Net Income 2014: $1,3382014Revenue 2015: $26,766Expenses 2015: $43,895Net Income 2015: -$17,1292015Revenue 2016: $34,168Expenses 2016: $41,320Net Income 2016: -$7,1522016Revenue 2017: $36,974Expenses 2017: $34,357Net Income 2017: $2,6172017Revenue 2018: $37,276Expenses 2018: $45,153Net Income 2018: -$7,8772018Revenue 2019: $16,997Expenses 2019: $41,268Net Income 2019: -$24,2712019Revenue 2020: $23,768Expenses 2020: $39,405Net Income 2020: -$15,6372020Revenue 2021: $33,534Expenses 2021: $41,295Net Income 2021: -$7,7612021Revenue 2022: $32,586Expenses 2022: $33,527Net Income 2022: -$9412022Revenue 2023: $14,358Expenses 2023: $27,798Net Income 2023: -$13,4402023

Highlighted filing

2015

Revenue$26,766
Expenses$43,895
Net Income-$17,129
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 16, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANN F SCHWALMPresident/Di-$0--
J BRADFORD SCHWALMTreas/Direct-$0--
MATSON F SCHWALMDirector-$0--
DUGAN H SCHWALMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Twin Trees Foundationinc
EIN
91-2092293
Phone
7725463548
Address
5983 SE MOURNING DOVE WAY, HOBE SOUND, FL 33455

Signing Officer

Name
J Bradford Schwalm
Title
Treas/director
Phone
7725463548
Signed
2016-08-16

Preparer

Firm
Nancy G Tadler CPA
Address
2 TADLER DRIVE, MAHOPAC, NY 10541-1706
Preparer
Nancy G Tadler
Phone
8456286050
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm593 SH BLUEBIRD BIO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6022 SH INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6121 SH INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6226 SH JABIL CIRCUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6315 SH JARDEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6430 SH JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm659 SH LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6651 SH LAREDO PETROLEUM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67131 SH LEXICON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6811 SH LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6922 SH LINCOLN NATL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm707 SH MACROGENICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm717 SH MALLINKRODT PUB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm724 SH MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7318 SH MAXIM INTEGRATED PRODUCTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74159 SH MCDERMOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7518 SH MEDICINES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7615 SH MELLANOX TECHNOLOGIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7718 SH METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7889 SH MICRON TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7942 SH MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8010 SH MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8123 SH MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8211 SH NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8331 SH NOBLE CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm848 SH NORFOLK STHN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm857 SH NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8648 SH OASIS PETROLEUM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8750 SH ON SEMICONDUCTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8810 SH PDC ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8916 SH PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9019 SH PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9113 SH QORVO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9243 SH REGULUS THERAPEUTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9330 SH BAKER HUGHES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9437 SH APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9536 SH APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9621 SH BEST BUY CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm976 SH BIO RAD LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm984 SH BIORAD LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm995 SH MARTIN MARIETTA MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100200 SH MCDERMOTT INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10116 SH MELLANOX TECHNOLOGIES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10223 SH METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10327 SH MICRON TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10452 SH MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1059 SH MONSATO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10640 SH MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10719 SH NETAPP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10815SH NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10939 SH NOBLE CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1109 SH NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11112 SH PARKER HANNAFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11219 SH OWENS CORNING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11328 SH PDC ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11419 SH PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11523 SH PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11614 SH PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11710 SH RALPH LAUREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118101 SH RITE AID CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1194 SH SALIX PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120102 SH SERVICE SOURCE INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12116 SH SILICON LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1227 SH SIMON PPTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1235 SH SIMON PPTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1248 SH SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12512 SH SM ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12667 SH SYMANTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12710 SH SYMANTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12816 SH T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12911 SH TEVA PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13012 SH TEVA PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13113 SH TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13212 SH TIME WARNER CABLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13311 SH UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1347 SH UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1359 SH UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13610 SH UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13731 SH US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13815 SH US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13915 SH VIACOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14017 SH VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14121 SH VMWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1428 SH WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14310 SH WALGREENS BOOTS ALLIANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14417 SH WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14515 SH WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1467 SH WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1478 SH WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14811 SH WSTN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14920 SH YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15025 SH YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15118 SH BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15237 SH JABIL CIRCUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15319 SH JOY GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15438 SH JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1556 SH LABORATORY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156501 SH LEXICON PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15716 SH ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15828 SH LINCOLN NATL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15926 SH MACYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16019 SH BROADCOM CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1618 SH CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16223 SH CHECK POINT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16349 SH CHIMERIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1641000 SH WP CAREY REIT
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0115927
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0116431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt320449
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt412250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt525000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt610011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt714450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt87104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt96279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1016027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1111897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1320639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1425011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1525721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1626016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1750418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1810005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1925079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2061898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2124435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2217156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0450 SH ALPS ETF TR ALERIAN MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1163.837 SH BARON REAL ESTATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2750 SH CALAMOS CONV OP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3529.044 FIRST EAGLE OVERSEAS FUND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4522.037 FIRST EAGLE GLOBAL FUND CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5424.355 FIRST EAGLE GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6419.979 FIRST EAGLE GLOBAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7402.431 SH FMI INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81249.9 SH FMI LARGE CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9743.625 FRANKLIN TEMPLETON GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101949.98 INVESCO BALANCED RISK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111347.295 KELLNER MERGER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12906.142 LORD ABBETT FUNDAMENTAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13301.605 LORD ABBETT ALPHA STRATEGY F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14260.264 LORD ABBETT ALPHA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15866.362 LORD ABBETT BOND DEB FD CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163469.966 LORD ABBETT SHORT DURATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173360.163 LORD ABBETT SHORT DURATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18500 BROOKFIELD GLOBAL LISTED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191430 CBRE CLARION GLOBAL REAL EST

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$681,760
Liabilities
$0
Net assets
$681,760
Revenue
$26,766
Expenses
$43,895
Net income
-$17,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.05$0.00$0.14$0.28$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.33$0.34$0.01
2021Summary only. Only limited summary data is available for this year.$6.19$0.00$0.34$0.41$0.08
2020Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.24$0.39$0.16
2019Summary only. Only limited summary data is available for this year.$6.43$0.00$0.17$0.41$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$0.00$6.68$0.37$0.45$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.00$6.77$0.37$0.34$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$0.34$0.41$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.27$0.44$0.17
2014Summary only. Only limited summary data is available for this year.$6.99$0.00$0.46$0.45$0.01
2013Summary only. Only limited summary data is available for this year.$6.98$0.00$0.35$0.42$0.07
2012Detailed filing. Detailed filing data is available for this year.$7.06$0.01$7.05$0.71
2011Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.37
2010Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.35
Peer Organizations

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