Civic Intelligence

Louis Planseon Fdn Co-Ttee

990PF • Fiscal year 2013 • EIN 01-6182253

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 17, 2014

Organization Profile
1525 W Wt Harris Blvd D1114-044Saint Louis, MO 28262

(336) 747-8203

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

6th percentile

-88%

Higher net margin than 6% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

59th percentile

$34,898

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

21st percentile

-4.0%

Faster asset growth than 21% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,764,044

Down $198,016 (-4.0%) from 2012

Net Assets

Down

$4,764,044

Down $198,016 (-4.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

$221,394

No earlier filing loaded for comparison.

Expenses

Up

$416,313

Up $9,908 (+2.4%) from 2012

Net Income

-$194,919

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,169,048Liabilities 2011: $12011Assets 2012: $4,962,060Liabilities 2012: $0Net Assets 2012: $4,962,0602012Assets 2013: $4,764,044Liabilities 2013: $0Net Assets 2013: $4,764,0442013Assets 2014: $4,536,017Liabilities 2014: $1Net Assets 2014: $4,536,0172014Assets 2015: $4,526,978Liabilities 2015: $1Net Assets 2015: $4,526,9782015Assets 2016: $4,459,470Liabilities 2016: $0Net Assets 2016: $4,459,4702016Assets 2017: $4,448,610Liabilities 2017: $0Net Assets 2017: $4,448,6102017Assets 2018: $4,382,297Liabilities 2018: $0Net Assets 2018: $4,382,2972018Assets 2019: $4,224,680Liabilities 2019: $02019Assets 2020: $3,924,015Liabilities 2020: $1Net Assets 2020: $3,924,0152020Assets 2021: $4,067,285Liabilities 2021: $12021Assets 2022: $3,767,465Liabilities 2022: $0Net Assets 2022: $3,767,4652022Assets 2023: $3,744,976Liabilities 2023: $12023

Highlighted filing

2013

Assets$4,764,044
Liabilities$0
Net Assets$4,764,044
Open 2013 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $784,450Expenses 2011: $716,636Net Income 2011: $67,8142011Expenses 2012: $406,4052012Revenue 2013: $221,394Expenses 2013: $416,313Net Income 2013: -$194,9192013Revenue 2014: $315,085Expenses 2014: $542,565Net Income 2014: -$227,4802014Revenue 2015: $389,590Expenses 2015: $399,534Net Income 2015: -$9,9442015Revenue 2016: $358,675Expenses 2016: $426,278Net Income 2016: -$67,6032016Revenue 2017: $445,630Expenses 2017: $456,118Net Income 2017: -$10,4882017Revenue 2018: $371,465Expenses 2018: $436,886Net Income 2018: -$65,4212018Revenue 2019: $300,099Expenses 2019: $459,135Net Income 2019: -$159,0362019Revenue 2020: $161,038Expenses 2020: $460,710Net Income 2020: -$299,6722020Revenue 2021: $652,543Expenses 2021: $508,785Net Income 2021: $143,7582021Revenue 2022: $311,994Expenses 2022: $610,948Net Income 2022: -$298,9542022Revenue 2023: $659,401Expenses 2023: $680,565Net Income 2023: -$21,1642023

Highlighted filing

2013

Revenue$221,394
Expenses$416,313
Net Income-$194,919
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 17, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGOCo-TrusteeFT$34,898-$34,898
HECTOR L PLANSOENCo-TrusteePT$10,213-$10,213
HELEN POSTCo-TrusteePT$7,731-$7,731
JOHANNA YOUNGCo-TrusteePT$1,048-$1,048
Filing and Contact Details

Filer

EIN
01-6182253
Phone
3367478203

Signing Officer

Name
-
Title
Co-trustee
Phone
3367478203
Signed
2014-04-17
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82003-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92003-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102003-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112003-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122003-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132003-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142003-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt054945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt150123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt250909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1551020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1651195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-1020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt92308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-1020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt069375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1650927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01500. BMC SOFTWARE INC COM RTS EXP 05/12/2005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150000. FED HOME LN BK 1.000% 3/27/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250000. FED HOME LN BK 1.875% 6/21/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc349.98 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc445.48 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550.42 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc650.64 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc750.88 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc855.82 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc946.64 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1051.58 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1147.11 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1247.33 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1347.54 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1447.76 GNMA POOL #607809 5.000% 3/15/33
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1550000. IBM CORP 2.100% 5/06/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1650000. ROYAL BK OF SCOTLAND 3.400% 8/23/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014422
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-194919
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03755
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0658
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04767799
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04962060
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04764044
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0382783
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0382783
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0382783
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0386441
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03658
IRS990PF/DistributableAmountGrp/TotalTaxAmt03658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01946
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01712
IRS990PF/FMVAssetsEOYAmt08241030
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04962060
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04764044
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0460257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0458042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0475395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02365628
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02407768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05765688
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0926481
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0890160
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0890160
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04962060
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04764044
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08241030
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04962060
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04764044
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04962060
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04764044
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01109694
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01008074
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01109787
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07846525
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0977469
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06869056
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0117698
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0386441
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07728827
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07846525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt034898
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt37731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HECTOR L PLANSOEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHANNA YOUNG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HELEN POST

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Filings

Displayed year

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

Open filing
Assets
$4,764,044
Liabilities
$0
Net assets
$4,764,044
Revenue
$221,394
Expenses
$416,313
Net income
-$194,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$3.74$0.00$0.66$0.68$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.31$0.61$0.30
2021Detailed filing. Detailed filing data is available for this year.$4.07$0.00$0.65$0.51$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.16$0.46$0.30
2019Summary only. Only limited summary data is available for this year.$4.22$0.00$0.30$0.46$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.37$0.44$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.45$0.46$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.00$4.46$0.36$0.43$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.39$0.40$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.32$0.54$0.23
2013Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.22$0.42$0.19
2012Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.41
2011Summary only. Only limited summary data is available for this year.$5.17$0.00$0.78$0.72$0.07
Peer Organizations

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