Civic Intelligence

David Meade Massie Trust

990PF • Fiscal year 2014 • EIN 31-6022292

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

Organization Profile
PO Box 41Chillicothe, OH 45601

(740) 772-5070

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

54th percentile

0.08x

Higher debt load relative to revenue than 54% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

3rd percentile

-153%

Higher net margin than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$10,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

13th percentile

-7.4%

Faster asset growth than 13% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$3,614,789

Down $288,117 (-7.4%) from 2013

Net Assets

Up

$3,599,345

Up $17,145 (+0.5%) from 2013

Liabilities

Down

$15,444

Down $305,262 (-95%) from 2013

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin3rd percentile

Revenue

Down

$188,127

Down $40,509 (-18%) from 2013

Expenses

Up

$476,336

Up $255,591 (+116%) from 2013

Net Income

Down

-$288,209

Down $296,100 (-3752%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,884,950Liabilities 2011: $441,612Net Assets 2011: $3,443,3382011Assets 2012: $3,895,014Liabilities 2012: $363,862Net Assets 2012: $3,531,1522012Assets 2013: $3,902,906Liabilities 2013: $320,706Net Assets 2013: $3,582,2002013Assets 2014: $3,614,789Liabilities 2014: $15,444Net Assets 2014: $3,599,3452014Assets 2015: $3,656,767Liabilities 2015: $18,925Net Assets 2015: $3,637,8422015Assets 2016: $3,641,427Liabilities 2016: $13,388Net Assets 2016: $3,628,0392016Assets 2017: $4,080,171Liabilities 2017: $45,667Net Assets 2017: $4,034,5042017Assets 2018: $4,054,654Liabilities 2018: $72,154Net Assets 2018: $3,982,5002018Assets 2019: $4,143,740Liabilities 2019: $227,788Net Assets 2019: $3,915,9522019Assets 2020: $4,630,028Liabilities 2020: $45,280Net Assets 2020: $4,584,7482020Assets 2021: $4,492,350Liabilities 2021: $424Net Assets 2021: $4,491,9262021Assets 2022: $4,715,973Liabilities 2022: $424Net Assets 2022: $4,715,5492022

Highlighted filing

2014

Assets$3,614,789
Liabilities$15,444
Net Assets$3,599,345
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $343,6422011Expenses 2012: $161,1922012Revenue 2013: $228,636Expenses 2013: $220,745Net Income 2013: $7,8912013Revenue 2014: $188,127Expenses 2014: $476,336Net Income 2014: -$288,2092014Revenue 2015: $250,252Expenses 2015: $208,255Net Income 2015: $41,9972015Revenue 2016: $243,092Expenses 2016: $258,395Net Income 2016: -$15,3032016Revenue 2017: $589,723Expenses 2017: $150,683Net Income 2017: $439,0402017Revenue 2018: $193,399Expenses 2018: $173,516Net Income 2018: $19,8832018Revenue 2019: $306,812Expenses 2019: $218,142Net Income 2019: $88,6702019Revenue 2020: $944,125Expenses 2020: $462,580Net Income 2020: $481,5452020Revenue 2021: $221,774Expenses 2021: $359,452Net Income 2021: -$137,6782021Revenue 2022: $473,637Expenses 2022: $250,014Net Income 2022: $223,6232022

Highlighted filing

2014

Revenue$188,127
Expenses$476,336
Net Income-$288,209
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH P SULZERTrusteePT$10,000-$10,000
THOMAS M SPETNAGELTrusteePT$10,000-$10,000
JAMES M CALDWELLTrusteePT$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
David Meade Massie Trust
EIN
31-6022292
Phone
7407725070
Address
PO BOX 41, CHILLICOTHE, OH 45601

Signing Officer

Name
Joseph P Sulzer
Title
Trustee
Phone
7407725070
Signed
2015-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Whited Seigneur Sams & Rahe Cpas Llp
Address
213 SOUTH PAINT STREET, CHILLICOTHE, OH 45601-3828
Preparer
Jerry B Whited
Phone
7407022600
Raw XML AppendixShowing 400 of 924 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01055
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0527
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0528
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02000-01-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12003-02-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22009-11-15
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt013704
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt14581
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt21763
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2131
DepreciationSchedule/DepreciationPropertyGrp/LifeRt010.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt013128
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt14581
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2750
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0OFFICE EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2XEROX COPIER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ANNALY CAPITAL MGMT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CITIGROUP CAPITAL XVII 6.35%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BB&T CORP DEP PFD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BERKLEY WR CORP DEBENTURE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4DEUTSCHE BANK CAP TRUST PFD 6.35%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5ING GROUP 7.2% (4000 SHS)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6MERRILL LYNCH CAP III PFD 7.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7METLIFE 6.5% (SERIES B)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8MORGAN STANLEY CAP VIII PFD 6.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9MORGAN STANLEY CAP III PFD 6.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10PRUDENTIAL PLC 6.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11ROYAL BANK SCOTLAND 6.35%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12ROYAL BANK SCOTLAND 6.125%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13WACHOVIA 7.5% (4000)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14SUNTRUST BANKS INC DEP SHS REPSTG SER E 5.875%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15JOHN HANCOCK BD FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16LOOMIS SAYLES FDS BD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17PIMCO INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18PIMCO DIVIDEND & INCOME (34691.947 SHS)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19PRINCIPAL FUND PFD (13905.039 SHS)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20PUTNAM INCOME FUND (8787.654 SHS)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2100000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt375000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt450000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5102965
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt628325
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7179416
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8210690
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt975005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1015006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11180676
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1262506
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt130
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1412492
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1560000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1660000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17146905
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18389785
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19143500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2060000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt024850
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt291840
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt371280
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt451100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5103000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt629435
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7180600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8226738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt976470
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1015306
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11173250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1259525
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt130
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1412727
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1561774
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1656903
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17148959
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18426924
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19142666
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2062815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt269783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt323548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt518883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt717339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt854566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt952024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1113897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1279244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1337284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1413371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1555049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1614310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1770615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1813553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1912926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2111236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2237558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2426148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2550000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2662789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2750000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28261600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt048819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1132546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2197751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3141598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt542347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt642420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt748704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt899080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9260154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11156246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12151620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1385635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1475889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15219220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1625450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17291488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1882259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1931763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2030061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2119975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22142398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2337996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2432802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2575864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2665381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2759470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28261182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN ELECTRIC POWER (804 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AT&T INC (3946 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BRISTOL MYERS (3350 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CHEMED NEW (1340 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FIRST TRUST UNIT 3816 PFD INCOME SER 57
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COMCAST CORP NEW (730 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6INGREDION INC (500 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DUKE ENERGY (1750 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8E.I. DUPONT (1340 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EXXON-MOBIL CP (2814 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FONTIER COMMUNICATIONS (102 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NEXTERA ENERGY INC (1470 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12GENERAL ELECTRIC (6000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13INTEGRYS ENERGY (1100 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14LILLY ELI & COMPANY (1100 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15NORFOLK SOUTHERN (2000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PFIZER INC (817 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PROCTER & GAMBLE (3200 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18SOUTHERN COMPANY (1675 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19SPECTRA ENERGY (875 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VERIZON (427 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22WISCONSIN ENERGY (1350 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ZIMMER HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COLUMBIA ACORN TR INTL (792.307 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EATON VANCE GR TR (3389.831 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26HENDERSON GLOBAL FDS (3120 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27OPPENHEIMER DVLP (1766.784 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FIRST TRUST PFD & INCM 69 MO CA
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt041180
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt041836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0144336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt169377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2210091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FRANKLIN INCOME FUND (9478.701 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1NUVEEN PFD. CVRT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2THORNBURG INCOME BLDR (7653.33 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0167676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt144215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2231999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0181960
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-24033
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt030200
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0188127
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0188127
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0527
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0528
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01055
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0396667
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0396667
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0131
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0181960
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0181960
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-288209
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0515486
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030200
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030200
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-24033
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0173469
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt016547
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt016547
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt033094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02368
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01401
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01402
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0432524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt038691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0476336
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0212160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0188127
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt035857
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt038691
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32003-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42002-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt099790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1291198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt212500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt332626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4103405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-29567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-13383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-3405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt520849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-29567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-13383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-3405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt520849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0101263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1261631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt319243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt520849
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/PropertyDesc04700 SHARES - WELLS 5.25% SER A PFD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc129339 SHARES - FIRST TRUST PFD INC 57 CA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500 SHARES - CITIGROUP CAP XVII
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32175 SHARES - NUVEEN PFD INCM OPPTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44000 SHARES - WACHOVIA FDG A 7.25% PFD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-24033
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-288209
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0305354
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03599345
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03582200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03599345
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0257899
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0257899
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0257899
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0259634
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01735
IRS990PF/DistributableAmountGrp/TotalTaxAmt01735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03880
IRS990PF/FMVAssetsEOYAmt05405923
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0352
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02081284
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01977871
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02016162
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01156295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01126697
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02858798
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0320354
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt015000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt019472
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt020048
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0707
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0576
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0576
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06197
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07093
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt07093
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0456429
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0423804
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0443890
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0156984
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037568
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037568
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt03582200
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt03599345
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03902906
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03614789
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05405923
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0320706
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt015444
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03902906
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03614789
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03582200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03599345
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt045010
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt041180
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt041836
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05271746
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt036997
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05234749
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt079076
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0259634
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05192670
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05271746
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH P SULZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS M SPETNAGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES M CALDWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014 S PAINT STREET SUITE 15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt142 EAST FIFTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHILLICOTHE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHILLICOTHE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHILLICOTHE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,614,789
Liabilities
$15,444
Net assets
$3,599,345
Revenue
$188,127
Expenses
$476,336
Net income
-$288,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.00$4.72$0.47$0.25$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.00$4.49$0.22$0.36$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.05$4.58$0.94$0.46$0.48
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.23$3.92$0.31$0.22$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.07$3.98$0.19$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.08$0.05$4.03$0.59$0.15$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.01$3.63$0.24$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.66$0.02$3.64$0.25$0.21$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.02$3.60$0.19$0.48$0.29
2013Detailed filing. Detailed filing data is available for this year.$3.90$0.32$3.58$0.23$0.22$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.90$0.36$3.53$0.16
2011Detailed filing. Detailed filing data is available for this year.$3.88$0.44$3.44$0.34