Civic Intelligence

Chuck and Dee Howey Family Foundation

EIN 26-1480132 • Flat Rock, MI

23933 Vreeland RoadFlat Rock, MI 48134
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.08x

Higher debt load relative to revenue than 40% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

32nd percentile

-0.2%

Faster asset growth than 32% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$15,851,442

Down $37,338 (-0.2%) from 2023

Liabilities

Up

$96,000

Up $96,000 from 2023

Net Assets

Down

$15,755,442

Down $133,338 (-0.8%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin19th percentile

Revenue

Down

$1,198,511

Down $12,067,403 (-91%) from 2023

Expenses

Up

$1,331,151

Up $53,554 (+4.2%) from 2023

Net Income

Down

-$132,640

Down $12,120,957 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $869,525Liabilities 2010: $0Net Assets 2010: $869,5252010Assets 2011: $691,442Liabilities 2011: $15,379Net Assets 2011: $676,0632011Assets 2013: $1,916,290Liabilities 2013: $48,823Net Assets 2013: $1,867,4672013Assets 2014: $2,250,896Liabilities 2014: $100Net Assets 2014: $2,250,7962014Assets 2015: $2,453,104Liabilities 2015: $357,247Net Assets 2015: $2,095,8572015Assets 2016: $2,578,532Liabilities 2016: $0Net Assets 2016: $2,578,5322016Assets 2017: $3,168,305Liabilities 2017: $0Net Assets 2017: $3,168,3052017Assets 2018: $3,814,942Liabilities 2018: $0Net Assets 2018: $3,814,9422018Assets 2019: $4,017,577Liabilities 2019: $0Net Assets 2019: $4,017,5772019Assets 2020: $4,360,866Liabilities 2020: $0Net Assets 2020: $4,360,8662020Assets 2021: $4,147,791Liabilities 2021: $0Net Assets 2021: $4,147,7912021Assets 2022: $3,919,718Liabilities 2022: $0Net Assets 2022: $3,919,7182022Assets 2023: $15,888,780Liabilities 2023: $0Net Assets 2023: $15,888,7802023Assets 2024: $15,851,442Liabilities 2024: $96,000Net Assets 2024: $15,755,4422024

Highlighted filing

2024

Assets$15,851,442
Liabilities$96,000
Net Assets$15,755,442
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $84,0642010Expenses 2011: $99,5362011Revenue 2013: $5,196,641Expenses 2013: $158,262Net Income 2013: $5,038,3792013Revenue 2014: $782,095Expenses 2014: $398,766Net Income 2014: $383,3292014Revenue 2015: $221,991Expenses 2015: $376,909Net Income 2015: -$154,9182015Revenue 2016: $884,031Expenses 2016: $401,356Net Income 2016: $482,6752016Revenue 2017: $1,138,254Expenses 2017: $548,481Net Income 2017: $589,7732017Revenue 2018: $862,428Expenses 2018: $437,747Net Income 2018: $424,6812018Revenue 2019: $734,050Expenses 2019: $531,415Net Income 2019: $202,6352019Revenue 2020: $551,355Expenses 2020: $208,066Net Income 2020: $343,2892020Revenue 2021: $476,175Expenses 2021: $689,250Net Income 2021: -$213,0752021Revenue 2022: $830,433Expenses 2022: $1,058,506Net Income 2022: -$228,0732022Revenue 2023: $13,265,914Expenses 2023: $1,277,597Net Income 2023: $11,988,3172023Revenue 2024: $1,198,511Expenses 2024: $1,331,151Net Income 2024: -$132,6402024

Highlighted filing

2024

Revenue$1,198,511
Expenses$1,331,151
Net Income-$132,640
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,851,442
Liabilities
$96,000
Net assets
$15,755,442
Revenue
$1,198,511
Expenses
$1,331,151
Net income
-$132,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.9$0.10$15.8$1.20$1.33$0.13
2023Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$13.3$1.28$12.0
2022Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.83$1.06$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.48$0.69$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.55$0.21$0.34
2019Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.73$0.53$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.86$0.44$0.42
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$1.14$0.55$0.59
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.88$0.40$0.48
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.36$2.10$0.22$0.38$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.78$0.40$0.38
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.05$1.87$5.20$0.16$5.04
2011Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.68$0.10
2010Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOLORES C HOWEYExecutive Director-$0--
MICHAEL MC CULLOUGHExecutive Director-$0--
REBA S WILKINSExecutive Director-$0--
JOHN K HOWEYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Chuck and Dee Howey Family Foundation
EIN
26-1480132
Phone
7346711600
Address
23933 VREELAND ROAD, FLAT ROCK, MI 48134

Signing Officer

Name
John K Howey
Title
President
Phone
7346711600
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
2000 TOWN CENTER SUITE 1800, SOUTHFIELD, MI 48075
Preparer
Casey D Haggerty
Phone
2482088860
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31F5 INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GLOBAL PAYMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35TECK RESOURCES LTD CLS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PROCTER & GAMBLE CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TAPESTRY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LORD ABBETT SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CORPAY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MONSTER BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NYLI MACKAY SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DR HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AMAZON COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NETFLIX COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49USD TORONTO DOM BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53USD BANK NOVA SCOTIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NUTRIEN LTD REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56IBM CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm588X8 INC NEW DELAWARE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VALE SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SILVER BULL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ARRAS MINERALS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0477394
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0719578
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISC. INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01539
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01198511
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01198511
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04782
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04783
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09565
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0719578
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0974183
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0974183
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0477305
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0477394
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-132640
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03705980
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01495
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01495
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02990
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0719578
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01039061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03502
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016736
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01539
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt074287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt074287
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05829
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0195196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0983962
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0157822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01331151
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01196883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01198511
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09779
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0157822
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0356968
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt056982
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt056982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02986402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0596542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1123036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0596542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1123036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03582944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1123036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0719578
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-132640
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0698
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015756140
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015888780
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015755442
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01333306
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01333306
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01333306
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01347749
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014443
IRS990PF/DistributableAmountGrp/TotalTaxAmt014443
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014443
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014443
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014443
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015000
IRS990PF/FMVAssetsEOYAmt028644585
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0169388
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0709088
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0709088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07146869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06073096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07258022
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08572523
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09069258
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020677475
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt096000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt015888780
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt015755442
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015888780
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015851442
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt028644585
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt096000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015888780
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015851442
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015888780
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015755442
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027365471
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0740702
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026624769
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0410482
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01347749
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026954989
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027365471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BMO BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt070497
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 2045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd053201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOLORES C HOWEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL MC CULLOUGH

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