Civic Intelligence

The MLM Charitable Foundation

990PF • Fiscal year 2014 • EIN 34-1018519

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
3131 EXECUTIVE PARKWAY Room 102Toledo, OH 43606-1327

(419) 539-5555

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

61st percentile

5.3%

Faster asset growth than 61% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

211%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,093,898

Up $306,516 (+5.3%) from 2013

Net Assets

Up

$6,093,898

Up $306,516 (+5.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin86th percentile

Revenue

Up

$666,929

Up $452,238 (+211%) from 2013

Expenses

Down

$360,520

Down $5,739 (-1.6%) from 2013

Net Income

Up

$306,409

Up $457,977 (+302%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,262,033Liabilities 2010: $0Net Assets 2010: $6,262,0332010Assets 2011: $6,101,752Liabilities 2011: $0Net Assets 2011: $6,101,7522011Assets 2012: $5,938,900Liabilities 2012: $0Net Assets 2012: $5,938,9002012Assets 2013: $5,787,382Liabilities 2013: $0Net Assets 2013: $5,787,3822013Assets 2014: $6,093,898Liabilities 2014: $0Net Assets 2014: $6,093,8982014Assets 2015: $5,931,887Liabilities 2015: $0Net Assets 2015: $5,931,8872015Assets 2016: $5,761,034Liabilities 2016: $0Net Assets 2016: $5,761,0342016Assets 2017: $5,639,169Liabilities 2017: $0Net Assets 2017: $5,639,1692017Assets 2018: $5,448,182Liabilities 2018: $0Net Assets 2018: $5,448,1822018Assets 2019: $5,488,675Liabilities 2019: $0Net Assets 2019: $5,488,6752019Assets 2020: $5,260,182Liabilities 2020: $0Net Assets 2020: $5,260,1822020Assets 2021: $6,124,247Liabilities 2021: $0Net Assets 2021: $6,124,2472021Assets 2022: $6,055,619Liabilities 2022: $0Net Assets 2022: $6,055,6192022Assets 2023: $5,702,219Liabilities 2023: $0Net Assets 2023: $5,702,2192023Assets 2024: $5,720,699Liabilities 2024: $0Net Assets 2024: $5,720,6992024

Highlighted filing

2014

Assets$6,093,898
Liabilities$0
Net Assets$6,093,898
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $362,3722010Expenses 2011: $369,0112011Expenses 2012: $373,3622012Revenue 2013: $214,691Expenses 2013: $366,259Net Income 2013: -$151,5682013Revenue 2014: $666,929Expenses 2014: $360,520Net Income 2014: $306,4092014Revenue 2015: $225,633Expenses 2015: $387,644Net Income 2015: -$162,0112015Revenue 2016: $201,568Expenses 2016: $372,421Net Income 2016: -$170,8532016Revenue 2017: $256,517Expenses 2017: $378,382Net Income 2017: -$121,8652017Revenue 2018: $191,217Expenses 2018: $382,204Net Income 2018: -$190,9872018Revenue 2019: $433,206Expenses 2019: $392,713Net Income 2019: $40,4932019Revenue 2020: $145,581Expenses 2020: $374,075Net Income 2020: -$228,4942020Revenue 2021: $1,247,439Expenses 2021: $379,474Net Income 2021: $867,9652021Revenue 2022: $495,044Expenses 2022: $563,845Net Income 2022: -$68,8012022Revenue 2023: $172,984Expenses 2023: $522,896Net Income 2023: -$349,9122023Revenue 2024: $534,987Expenses 2024: $524,164Net Income 2024: $10,8232024

Highlighted filing

2014

Revenue$666,929
Expenses$360,520
Net Income$306,409
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY L MCKENNYPresidenttreasurerPT$0--
ANNE E MCKENNYVP/SecPT$0--
ARTHUR E MCKENNYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mlm Charitable Foundation
EIN
34-1018519
Phone
4195395555
Address
3131 EXECUTIVE PARKWAY Room 102, TOLEDO, OH 43606-1327

Signing Officer

Name
Mary L Mckenny
Title
President
Signed
2015-05-12
Discuss with paid preparer
No

Preparer

Firm
Lou Ann Zuchowski CPA LLC
Address
1700 Woodlands Dr Ste 120, Maumee, OH 43537
Preparer
Lou Ann Zuchowski
Phone
4198979440
Raw XML AppendixShowing 400 of 978 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/Amt0995
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0995
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32011-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42012-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52011-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82009-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt92011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt102011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt112011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt121993-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt132011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt142009-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt152009-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt162011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt172013-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt182011-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt192013-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt202010-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt212011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc01000 SH ENSCO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1400 SH STARWOOD WAYPT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2510 SH VODAFONE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31000 SH KOHLS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc42000 SH STARWOOD PROP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc51091 SH VODAFONE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6250000 FREDDIE MAC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7200K AMER EXP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8150K ANDREW W MELLON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9150K BALTIMORE CNTY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10150K DU PAGE CNTY IL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11100K EL PASO TX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc121 SH HARLINGEN TEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13150K HARLINGEN TEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1475K KALAMAZOO MI
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc151000 KINDER MORGAN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16100K MISSISSIPPI ST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17150K OAK PARK IL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18100K ROSEMONT IL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc19150K SOUTHERN CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc20200K WAL-MART
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc21150K XTO ENERGY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt051972
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt111806
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt217775
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt354609
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt443736
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt552145
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt6250000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt7200000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt8150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt9150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt10150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11100000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt123
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt13150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1475000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt15100000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt16150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt17100000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt18150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt19200000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt20150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt029379
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt110878
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt215769
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt351655
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt446914
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt533739
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt6250000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt7200000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt8150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt9150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt10150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt11100000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1219
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt13150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1475000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1591127
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt16100000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt17150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt18100000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt19150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt20200000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt21150000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32011-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62014-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92014-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122014-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142014-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162014-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172014-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192014-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202014-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-22593
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-928
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-2006
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-2954
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43178
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-18406
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt616
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt791127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01415830
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01413128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02104485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03289404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0182649
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt047434
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01554
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0231637
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0231637
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0995
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0995
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt047434
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0322200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0322200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0435292
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0182649
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0182649
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0306409
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02354480
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01554
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01554
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt047434
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0197437
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0925
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt033347
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt034272
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0853
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0324120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0360520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0231637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0666929
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01920
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt121993-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152009-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182011-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202010-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212011-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt051972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt354609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt443736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt552145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1475000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-22593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-18406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt791127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-22593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-2954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-18406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt791127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt029379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt351655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt446914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt533739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1475000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1591127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01000 SH ENSCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1400 SH STARWOOD WAYPT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2510 SH VODAFONE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31000 SH KOHLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42000 SH STARWOOD PROP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51091 SH VODAFONE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6250000 FREDDIE MAC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200K AMER EXP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8150K ANDREW W MELLON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9150K BALTIMORE CNTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10150K DU PAGE CNTY IL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11100K EL PASO TX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121 SH HARLINGEN TEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13150K HARLINGEN TEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1475K KALAMAZOO MI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151000 KINDER MORGAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16100K MISSISSIPPI ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17150K OAK PARK IL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18100K ROSEMONT IL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19150K SOUTHERN CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20200K WAL-MART
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21150K XTO ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32011-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192014-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202014-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212014-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047434
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-28481
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0306409
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0107
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06093898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05787382
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06093898
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0347275
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0347275
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0347275
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0351224
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03949
IRS990PF/DistributableAmountGrp/TotalTaxAmt03949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt02398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01551
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02398
IRS990PF/FMVAssetsEOYAmt07391205
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013431
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03810
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03810
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01168539
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01415830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01413128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01601163
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02104485
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03289404
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt030551
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt029062
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt029062
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05787382
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06093898
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0263489
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0603989
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0603989
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05787382
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06093898
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07391205
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05787382
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06093898
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05787382
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06093898
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02710209
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01936722
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02051812
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07131449
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0442360
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06660027
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0106972
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt029062
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0351224
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07024477
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07131449
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY L MCKENNY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANNE E MCKENNY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ARTHUR E MCKENNY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENTTREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03131 EXECUTIVE PKY STE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1129 INVERNESS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23131 EXECUTIVE PKY STE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TOLEDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TOLEDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148843
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd243606
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0347894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0349868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0325495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0333400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0329008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0319165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0315817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.049526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.049875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.050544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.049282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.048818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.049109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07024477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06526166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06596245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06675996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06537832

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
$6,093,898
Liabilities
$0
Net assets
$6,093,898
Revenue
$666,929
Expenses
$360,520
Net income
$306,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.53$0.52$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$0.17$0.52$0.35
2022Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.50$0.56$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$1.25$0.38$0.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.00$5.26$0.15$0.37$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.49$0.00$5.49$0.43$0.39$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.19$0.38$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.00$5.64$0.26$0.38$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.00$5.76$0.20$0.37$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.23$0.39$0.16
2014Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.67$0.36$0.31
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$0.00$5.79$0.21$0.37$0.15
2012Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.37
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.00$6.10$0.37
2010Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $5M-$10M nonprofits