Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 30-1057683 • Weehawken, NJ
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on the latest valid filing.
Top Officer Pay
Score unavailable
No filing with officer or executive compensation is available for this organization yet.
Asset Growth
Score unavailable
No valid filing value is available for this score.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
-
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
-
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
-
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
Most recent year
2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2020Facts available. Structured filing facts are available, but richer extracted sections are limited. | ||||||
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS1041ScheduleD/CapitalLossLimitationAmt | 0 | 1577 |
| IRS1041ScheduleD/DisposeInvestmentQOFInd | 0 | false |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt | 0 | -1470 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt | 0 | -107 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt | 0 | -1577 |
| IRS1041ScheduleD/NetLTCapitalGainOrLossAmt | 0 | -1470 |
| IRS1041ScheduleD/NetSTCapitalGainOrLossAmt | 0 | -107 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt | 0 | -1470 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt | 0 | -107 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt | 0 | -1577 |
| IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt | 0 | 8901 |
| IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt | 0 | 22854 |
| IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt | 0 | -1470 |
| IRS1041ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt | 0 | 12483 |
| IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt | 0 | 616 |
| IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt | 0 | 1578 |
| IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt | 0 | -107 |
| IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt | 0 | 855 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt | 0 | 4684 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt | 1 | 4217 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossCd | 0 | O |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossCd | 1 | O |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 0 | 12380 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 1 | 10474 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd | 0 | VARIOUS |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd | 1 | VARIOUS |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 0 | -215 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 1 | -1255 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 0 | 7481 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 1 | 5002 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 0 | 184.24 shares of Magellan Midstream Partners LP |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 1 | 615.66 shares of Plains All American Pipeline LP |
| IRS8949/LongTermCapitalGainAndLossGrp/TotAdjustmentsToGainOrLossAmt | 0 | 8901 |
| IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt | 0 | 22854 |
| IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt | 0 | -1470 |
| IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt | 0 | 12483 |
| IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd | 0 | X |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt | 0 | 299 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt | 1 | 317 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossCd | 0 | O |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossCd | 1 | O |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 0 | 790 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 1 | 788 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd | 0 | VARIOUS |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd | 1 | VARIOUS |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 0 | -13 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 1 | -94 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 0 | 478 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 1 | 377 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 0 | 11.76 shares of Magellan Midstream Partners LP |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 1 | 46.34 shares of Plains All American Pipeline LP |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotAdjustmentsToGainOrLossAmt | 0 | 616 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt | 0 | 1578 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt | 0 | -107 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt | 0 | 855 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd | 0 | X |
| IRS990T/BalanceDueAmt | 0 | 544 |
| IRS990T/BooksInCareOfDetail/PersonNm | 0 | UBS Financial Services Inc Custodia |
| IRS990T/BooksInCareOfDetail/PhoneNum | 0 | 2013523000 |
| IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1000 Harbor Blvd |
| IRS990T/BooksInCareOfDetail/USAddress/CityNm | 0 | Weehawken |
| IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990T/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 07086 |
| IRS990T/ForeignAccountsQuestionInd | 0 | false |
| IRS990T/ForeignTrustQuestionInd | 0 | false |
| IRS990T/Form2220AttachedInd | 0 | X |
| IRS990T/Form990TScheduleAAttachedCnt | 0 | 1 |
| IRS990T/NetOperatingLossDeductionAmt | 0 | 1341 |
| IRS990T/OrganizationOtherTrustIndGrp/OrganizationOtherTrustInd | 0 | X |
| IRS990T/OrganizationOtherTrustIndGrp/OtherTrustTypeCd | 0 | IRA |
| IRS990TScheduleA/CapitalLossLimitationAmt | 0 | -1577 |
| IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt | 0 | IRC Section 751 - In the event the taxpayer has reported ordinary income upon the disposition of PTP |
| IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum | 0 | 4b |
| IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum | 0 | Part I |
| IRS990TScheduleA/PrincipalBusinessActivityCd | 0 | 525920 |
| IRS990TScheduleA/SequenceReferenceNum | 0 | 1 |
| IRS990TScheduleA/SequenceTotalNum | 0 | 1 |
| IRS990TScheduleA/TotalOrdinaryGainLossAmt | 0 | 9517 |
| IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt | 0 | -284 |
| IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt | 0 | 7656 |
| IRS990TScheduleA/TotUnrltTrdBusIncmAmt | 0 | 7656 |
| IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt | 0 | 0 |
| IRS990TScheduleA/TradeOrBusinessDesc | 0 | Trusts, Estates, Agency Accounts |
| IRS990TScheduleA/UBIBeforeNOLDedAmt | 0 | 7656 |
| IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt | 0 | 7656 |
| IRS990T/Section199ADeductionAmt | 0 | 1531 |
| IRS990T/Section408eInd | 0 | X |
| IRS990T/SpecificDeductionAmt | 0 | 1000 |
| IRS990T/SubsidiaryCorporationInd | 0 | false |
| IRS990T/TaxableTrustAmt | 0 | 544 |
| IRS990T/TaxLessCreditsAmt | 0 | 544 |
| IRS990T/TaxRateScheduleInd | 0 | X |
| IRS990T/TotalDeductionAmt | 0 | 2531 |
| IRS990T/TotalTaxAmt | 0 | 544 |
| IRS990T/TotalTaxComputationAmt | 0 | 544 |
| IRS990T/TotalUBTIAmt | 0 | 3784 |
| IRS990T/TotalUBTIBeforeNOLSpecificAmt | 0 | 7656 |
| IRS990T/TotalUBTIBeforeSection199AAmt | 0 | 6315 |
| IRS990T/TotalUBTIComputedAmt | 0 | 7656 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/BuildTS | 0 | 2022-03-31 18:45:55Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Michael Lang - UBS Financial Svcs |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Director Client Tax Reporting |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2156654582 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-06-26 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Kathy Carson Simple IRA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | KATH |
| ReturnHeader/Filer/EIN | 0 | 301057683 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1000 Harbor Blvd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Weehawken |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NJ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 07086 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 861065772 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Deloitte Tax LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 30 Rockefeller Plaza |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | New York |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 100120015 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2124362264 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-06-26 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Marco V Bertolozzi |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2021-06-26T11:49:22-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990T |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Michael |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Lang |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
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