Civic Intelligence

John W Plansoen Trust

990PF • Fiscal year 2020 • EIN 22-6020281

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 15, 2021

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(855) 739-2921

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

10th percentile

-69%

Higher net margin than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$12,665

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

23rd percentile

-3.2%

Faster asset growth than 23% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-14%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,783,076

Down $92,987 (-3.2%) from 2019

Net Assets

$2,783,076

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

Down

$135,401

Down $21,159 (-14%) from 2019

Expenses

Down

$228,789

Down $2,381 (-1.0%) from 2019

Net Income

Down

-$93,388

Down $18,778 (-25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,976,580Liabilities 2011: $0Net Assets 2011: $2,976,5802011Assets 2012: $2,869,184Liabilities 2012: $0Net Assets 2012: $2,869,1842012Assets 2013: $2,740,890Liabilities 2013: $0Net Assets 2013: $2,740,8902013Assets 2014: $2,749,855Liabilities 2014: $0Net Assets 2014: $2,749,8552014Assets 2015: $2,721,455Liabilities 2015: $0Net Assets 2015: $2,721,4552015Assets 2016: $2,763,036Liabilities 2016: $0Net Assets 2016: $2,763,0362016Assets 2017: $2,908,997Liabilities 2017: $0Net Assets 2017: $2,908,9972017Assets 2018: $2,950,200Liabilities 2018: $0Net Assets 2018: $2,950,2002018Assets 2019: $2,876,063Liabilities 2019: $02019Assets 2020: $2,783,076Liabilities 2020: $0Net Assets 2020: $2,783,0762020Assets 2021: $2,984,273Liabilities 2021: $0Net Assets 2021: $2,984,2732021Assets 2022: $2,853,403Liabilities 2022: $0Net Assets 2022: $2,853,4032022Assets 2023: $2,785,033Liabilities 2023: $0Net Assets 2023: $2,785,0332023Assets 2024: $2,656,835Liabilities 2024: $0Net Assets 2024: $2,656,8352024

Highlighted filing

2020

Assets$2,783,076
Liabilities$0
Net Assets$2,783,076
Open 2020 Filing

Operations Trend

Revenue Growth32nd percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $198,8662011Expenses 2012: $213,6852012Revenue 2013: $111,120Expenses 2013: $238,104Net Income 2013: -$126,9842013Revenue 2014: $254,112Expenses 2014: $244,848Net Income 2014: $9,2642014Revenue 2015: $240,374Expenses 2015: $268,763Net Income 2015: -$28,3892015Revenue 2016: $273,687Expenses 2016: $231,888Net Income 2016: $41,7992016Revenue 2017: $386,341Expenses 2017: $235,031Net Income 2017: $151,3102017Revenue 2018: $274,573Expenses 2018: $236,895Net Income 2018: $37,6782018Revenue 2019: $156,560Expenses 2019: $231,170Net Income 2019: -$74,6102019Revenue 2020: $135,401Expenses 2020: $228,789Net Income 2020: -$93,3882020Revenue 2021: $453,518Expenses 2021: $251,750Net Income 2021: $201,7682021Revenue 2022: $137,729Expenses 2022: $267,106Net Income 2022: -$129,3772022Revenue 2023: $254,913Expenses 2023: $323,188Net Income 2023: -$68,2752023Revenue 2024: $188,692Expenses 2024: $317,063Net Income 2024: -$128,3712024

Highlighted filing

2020

Revenue$135,401
Expenses$228,789
Net Income-$93,388
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGOCo-Trustee-$12,665-$12,665
HELEN POSTCo-Trustee-$6,334-$6,334
Filing and Contact Details

Filer

Filer Name
John W Plansoen Trust
EIN
22-6020281
Phone
8557392921
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Co-trustee
Phone
8557392921
Signed
2021-04-15
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08867
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010132
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018999
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0142141
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0142313
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-93388
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0137441
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6912
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0131105
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07396
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0848
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0217207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0228789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0142141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0135401
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017207
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011036
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028789
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt034681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt320140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt432172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt510836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-95
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-95
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt120000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt430000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510000
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/PropertyDesc030000. BANK OF AMERICA CORP 5.625% 7/01/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc120000. JPMORGAN CHASE & CO 4.250% 10/15/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225000. US TREASURY NOTE 2.625% 8/15/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc320000. UNITED TECHNOLOGIES 3.100% 6/01/22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc430000. WAL-MART STORES INC 3.625% 7/08/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc510000. WELLPOINT INC 4.350% 8/15/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6912
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-93388
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0732
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01133
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02783808
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02876063
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02783076
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0262518
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0262518
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0262518
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0264340
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01822
IRS990PF/DistributableAmountGrp/TotalTaxAmt01822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02923
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02923
IRS990PF/FMVAssetsEOYAmt05849576
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02876063
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02783076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0962929
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0895456
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0918938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01179017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01179017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04195119
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0276618
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0276199
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0276199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02876063
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02783076
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05849576
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02876063
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02783076
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02876063
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02783076
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0457499
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0432404
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0459320
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05367309
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0331090
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05036219
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt080510
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0264340
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05286799
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05367309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012665
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16334
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,783,076
Liabilities
$0
Net assets
$2,783,076
Revenue
$135,401
Expenses
$228,789
Net income
-$93,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.19$0.32$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.25$0.32$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.14$0.27$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.45$0.25$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.14$0.23$0.09
2019Summary only. Only limited summary data is available for this year.$2.88$0.00$0.16$0.23$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.27$0.24$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.39$0.24$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.27$0.23$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.24$0.27$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.25$0.24$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.11$0.24$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.21
2011Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.20