Civic Intelligence

Mildred E Small & Robert D Toye Scholarship Trust Uid 7-5-95

990PF • Fiscal year 2018 • EIN 20-6948425

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 16, 2019

Organization Profile
500 Canal StreetNew Smyrna Beach, FL 32168

(386) 423-5504

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.13x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

1.71x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

4th percentile

-118%

Higher net margin than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$33,082

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

15th percentile

-8.1%

Faster asset growth than 15% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$2,104,013

Down $186,137 (-8.1%) from 2017

Net Assets

Down

$1,827,361

Down $82,231 (-4.3%) from 2017

Liabilities

Down

$276,652

Down $103,906 (-27%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin4th percentile

Revenue

Up

$161,730

Up $61,894 (+62%) from 2017

Expenses

Up

$352,816

Up $9,757 (+2.8%) from 2017

Net Income

Up

-$191,086

Up $52,137 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,945,930Liabilities 2011: $248,2472011Assets 2012: $2,745,075Liabilities 2012: $360,5982012Assets 2013: $2,885,204Liabilities 2013: $328,878Net Assets 2013: $2,556,3262013Assets 2014: $2,722,753Liabilities 2014: $338,1072014Assets 2015: $2,676,179Liabilities 2015: $340,1282015Assets 2017: $2,290,150Liabilities 2017: $380,558Net Assets 2017: $1,909,5922017Assets 2018: $2,104,013Liabilities 2018: $276,652Net Assets 2018: $1,827,3612018Assets 2019: $2,062,707Liabilities 2019: $299,598Net Assets 2019: $1,763,1092019Assets 2020: $1,893,039Liabilities 2020: $290,134Net Assets 2020: $1,602,9052020Assets 2021: $1,764,199Liabilities 2021: $354,611Net Assets 2021: $1,409,5882021Assets 2022: $1,604,290Liabilities 2022: $373,618Net Assets 2022: $1,230,6722022Assets 2023: $1,373,319Liabilities 2023: $338,458Net Assets 2023: $1,034,8612023Assets 2024: $1,125,291Liabilities 2024: $293,474Net Assets 2024: $831,8172024

Highlighted filing

2018

Assets$2,104,013
Liabilities$276,652
Net Assets$1,827,361
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $20,144Expenses 2011: $169,611Net Income 2011: -$149,4672011Revenue 2012: $120,533Expenses 2012: $231,391Net Income 2012: -$110,8582012Revenue 2013: $365,578Expenses 2013: $296,094Net Income 2013: $69,4842013Revenue 2014: $97,559Expenses 2014: $251,214Net Income 2014: -$153,6552014Revenue 2015: $223,814Expenses 2015: $237,623Net Income 2015: -$13,8092015Revenue 2017: $99,836Expenses 2017: $343,059Net Income 2017: -$243,2232017Revenue 2018: $161,730Expenses 2018: $352,816Net Income 2018: -$191,0862018Revenue 2019: $217,251Expenses 2019: $267,938Net Income 2019: -$50,6872019Revenue 2020: $104,289Expenses 2020: $280,917Net Income 2020: -$176,6282020Revenue 2021: $123,514Expenses 2021: $253,670Net Income 2021: -$130,1562021Revenue 2022: $150,271Expenses 2022: $296,032Net Income 2022: -$145,7612022Revenue 2023: $73,083Expenses 2023: $308,499Net Income 2023: -$235,4162023Revenue 2024: $138,278Expenses 2024: $373,922Net Income 2024: -$235,6442024

Highlighted filing

2018

Revenue$161,730
Expenses$352,816
Net Income-$191,086
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Investment M-$33,082-$33,082
-Co-Trustee-$18,136-$18,136
MICHAEL BREWER ESQCo- Trustee-$17,278-$17,278
Filing and Contact Details

Filer

Filer Name
Mildred E Small and Robert D Toye
EIN
20-6948425
Address
500 CANAL STREET, NEW SMYRNA BEACH, FL 32168

Signing Officer

Name
Michael Brewer Esq
Title
Co- Trustee
Signed
2019-04-16
Discuss with paid preparer
Yes

Preparer

Firm
CHARLES L BELOTE & ASSOCPA CPA'S
Address
350 NORTH CAUSEWAY, NEW SMYRNA BEACH, FL 32169-5233
Preparer
Charles L Belote CPA Cfp
Phone
3864289957
Raw XML AppendixShowing 400 of 1,072 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt4974
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt11PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt12PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt13PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt14PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt15PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt16PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt17PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt34PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt40PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt41PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt46PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt47PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt48PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt49PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42018-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62018-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92018-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192018-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212018-05
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232018-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242018-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252018-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302018-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362018-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt422018-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt432018-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt442018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt452018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt462018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt472018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt482018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt492018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-24
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-4998
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-8147
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31346
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt44091
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt57589
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt616690
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt73381
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-1258
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt93
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-1556
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-799
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12-1430
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13-659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14-4476
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15882
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16489
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-1395
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-68
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20373
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21495
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt229757
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt239696
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2413231
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-1113
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26-523
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27-2397
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2815321
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt291789
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3018968
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31-2996
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt327001
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33-1132
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt344268
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt35155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36-658
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt37208
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt38-1187
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3926
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt409
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt417716
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt421364
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt431804
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt44-1265
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt45164
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt46504
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4745
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4874
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0US CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0303702
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0305178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0854736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01419480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON EQUITY SECURITIES
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt065395
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt063998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0107856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1276595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt245272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FOREIGN STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ALTERNATIVE INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0103793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1232732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt232955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt045407
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt091359
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt014614
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0325 N CAUSEWAY-RENTAL INCOM
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt010350
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0161730
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0161730
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0660
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt068496
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt017278
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt068496
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt068496
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0263916
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0263916

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,104,013
Liabilities
$276,652
Net assets
$1,827,361
Revenue
$161,730
Expenses
$352,816
Net income
-$191,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.29$0.83$0.14$0.37$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.34$1.03$0.07$0.31$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.37$1.23$0.15$0.30$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.35$1.41$0.12$0.25$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.29$1.60$0.10$0.28$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.06$0.30$1.76$0.22$0.27$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.28$1.83$0.16$0.35$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.38$1.91$0.10$0.34$0.24
2015Summary only. Only limited summary data is available for this year.$2.68$0.34$0.22$0.24$0.01
2014Summary only. Only limited summary data is available for this year.$2.72$0.34$0.10$0.25$0.15
2013Detailed filing. Detailed filing data is available for this year.$2.89$0.33$2.56$0.37$0.30$0.07
2012Summary only. Only limited summary data is available for this year.$2.75$0.36$0.12$0.23$0.11
2011Summary only. Only limited summary data is available for this year.$2.95$0.25$0.02$0.17$0.15