Civic Intelligence

Illinois Symphony Orchestra Irrevocable Endowment Trust

990 • Fiscal year 2019 • EIN 37-6358288

Jan 01, 2019 to Dec 31, 2019 • Filed on May 07, 2020

Organization ProfileN/A
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$9,544

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 43.5% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-70%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$818,351

Down $4,809 (-0.6%) from 2018

Net Assets

Down

$818,351

Down $4,809 (-0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin12th percentile

Revenue

Down

$21,961

Down $50,570 (-70%) from 2018

Expenses

Down

$27,073

Down $14,833 (-35%) from 2018

Net Income

Down

-$5,112

Down $35,737 (-117%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.0M$500K$0Assets 2011: $674,925Liabilities 2011: $0Net Assets 2011: $674,9252011Assets 2012: $730,802Liabilities 2012: $0Net Assets 2012: $730,8022012Assets 2013: $751,178Liabilities 2013: $0Net Assets 2013: $751,1782013Assets 2014: $770,283Liabilities 2014: $0Net Assets 2014: $770,2832014Assets 2015: $765,802Liabilities 2015: $0Net Assets 2015: $765,8022015Assets 2016: $755,056Liabilities 2016: $0Net Assets 2016: $755,0562016Assets 2017: $793,115Liabilities 2017: $0Net Assets 2017: $793,1152017Assets 2018: $823,160Liabilities 2018: $0Net Assets 2018: $823,1602018Assets 2019: $818,351Liabilities 2019: $0Net Assets 2019: $818,3512019Assets 2020: $887,152Liabilities 2020: $0Net Assets 2020: $887,1522020Assets 2021: $968,970Liabilities 2021: $0Net Assets 2021: $968,9702021Assets 2022: $904,890Liabilities 2022: $0Net Assets 2022: $904,8902022Assets 2023: $882,092Liabilities 2023: $0Net Assets 2023: $882,0922023Assets 2024: $902,723Liabilities 2024: $0Net Assets 2024: $902,7232024

Highlighted filing

2019

Assets$818,351
Liabilities$0
Net Assets$818,351
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $26,316Expenses 2011: $37,387Net Income 2011: -$11,0712011Revenue 2012: $75,676Expenses 2012: $19,799Net Income 2012: $55,8772012Revenue 2013: $68,283Expenses 2013: $47,907Net Income 2013: $20,3762013Revenue 2014: $54,400Expenses 2014: $35,295Net Income 2014: $19,1052014Revenue 2015: $24,280Expenses 2015: $28,737Net Income 2015: -$4,4572015Revenue 2016: $11,121Expenses 2016: $21,581Net Income 2016: -$10,4602016Revenue 2017: $68,280Expenses 2017: $28,963Net Income 2017: $39,3172017Revenue 2018: $72,531Expenses 2018: $41,906Net Income 2018: $30,6252018Revenue 2019: $21,961Expenses 2019: $27,073Net Income 2019: -$5,1122019Revenue 2020: $126,249Expenses 2020: $57,693Net Income 2020: $68,5562020Revenue 2021: $125,862Expenses 2021: $43,981Net Income 2021: $81,8812021Revenue 2022: -$10,563Expenses 2022: $53,492Net Income 2022: -$64,0552022Revenue 2023: -$522Expenses 2023: $22,133Net Income 2023: -$22,6552023Revenue 2024: $45,224Expenses 2024: $35,565Net Income 2024: $9,6592024

Highlighted filing

2019

Revenue$21,961
Expenses$27,073
Net Income-$5,112
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 7, 2020
Return Version
2019v5.0
Gross Receipts
$901,204
Mission and Program Overview

Mission

Supporting illinois symphony orchestra

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$823,160$818,351▼ $4,809
Investments in Publicly Traded Securities$804,378$798,248▼ $6,130
Savings and Temporary Cash Investments$18,782$18,590▼ $192
Total Assets$823,160$818,351▼ $4,809
Other Assets Total-$1,513-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$823,160$818,351▼ $4,809
Total Liabilities and Net Assets / Fund Balance$823,160$818,351▼ $4,809
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
US Bank NaTrustee$9,544$9,544
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,961
Other Revenue
$0
Change in Net Assets
$-5,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,827
Salaries, Compensation, and Employee Benefits$9,544
Other Expenses$702
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,827--$16,827
Current Officers, Directors, Trustees, and Key Employees-$9,544-$9,544
Fees for Services Accounting-$500-$500
Other Expenses-$187-$187
Total Functional Expenses$16,827$10,246$0$27,073
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Illinois Symphony OrchestraSpringfield, IL509(a)(2)Exempt Purpose$16,827
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Documentation is maintained with any purchases, sales, or any disbursements made from the account following us bank's corporate policies & procedures as required by the occ, and the federal reserve, and the irs.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Documentation is maintained with any purchases, sales, or any disbursements made from the account following us bank's corporate policies & procedures as required by the occ, and the federal reserve, and the irs.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“An officer of us bank reviews the form 990 before it is filed.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Follows us bank's corporate policies & procedures with regards to conflict of interst”

FORM 990, PAGE 6, PART VI, LINE 15A

“NOT APPLICABLE”

FORM 990, PAGE 6, PART VI, LINE 15B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“Follows us bank's corporate policies & procedures with regards to conflict of interest, governing documents & financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Illinois Symphony Orchestra Irrev
EIN
37-6358288
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2020-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
US Bank
Formed
1997
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 1

“NOT APPLICABLE”

Form 990, Page 12, Part XII, Line 2

“NOT APPLICABLE”

EXPLANATION FOR FORM 990, PAGE 12, PART XII, LINE 3B

“NOT APPLICABLE”

Explanation for Form 990, Part XI, Line 9

“Cost basis adjustment - 303”

Raw XML Appendix342 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
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IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0U S BANK N A
IRS990/BooksInCareOfDetail/PhoneNum03144182643
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 387
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd063166
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt016827
IRS990/CYInvestmentIncomeAmt021961
IRS990/CYOtherExpensesAmt0702
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-5112
IRS990/CYSalariesCompEmpBnftPaidAmt09544
IRS990/CYTotalExpensesAmt027073
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021961
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/ExpenseAmt016827
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IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0US BANK NA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt09544
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01827
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt016827
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt016827
IRS990/GrantsToDomesticOrgsGrp/TotalAmt016827
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0881070
IRS990/GrossReceiptsAmt0901204
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt020134
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020134
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0804378
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0798248
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0879243
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORTING ILLINOIS SYMPHONY ORCHESTRA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0823160
IRS990/NetAssetsOrFundBalancesEOYAmt0818351
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01827
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01827
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt01513
IRS990/OtherChangesInNetAssetsAmt0303
IRS990/OtherExpensesGrp/Desc0ILLINOIS STATE FILING FEE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1187
IRS990/OtherExpensesGrp/TotalAmt015
IRS990/OtherExpensesGrp/TotalAmt1187
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0US BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt031173
IRS990/PYInvestmentIncomeAmt072531
IRS990/PYOtherExpensesAmt0859
IRS990/PYRevenuesLessExpensesAmt030625
IRS990/PYSalariesCompEmpBnftPaidAmt09874
IRS990/PYTotalExpensesAmt041906
IRS990/PYTotalRevenueAmt072531
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-5112
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018782
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018590
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0371312674
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt016827
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0IL SYMPHONY ORECHSTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt016827
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt016827
IRS990ScheduleI/RecipientTable/IRCSectionDesc0509(a)(2)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EXEMPT PURPOSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ILLINOIS SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientEIN0371312674
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0524 1/2 E CAPITAL AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd062701
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST AGREEMENT SPECIFICALLY NAMES ILLINOIS SYMPHONY ORCHESTRA AS THE SOLE BENEFICIARY OF THE ILLINOIS SYMPHONY ORCHESTRA IRREV ENDOWMENT & THE AGREEMENT ALSO LIMITS THE PURPOSE OF THE TRUST TO CARRY OUT THE PURPOSE OF THE ILLINOIS SYMPHONY ORCHESTRA , INC. DOCUMENTATION IS MAINTAINED ON ANY DISBURSEMENTS MADE TO ILLINOIS SYMPHONY ORCHESTRA TO CARRY OUT THE PURPOSE OF ILLINOIS SYMPHONY ORCHESTRA AND THE TRUST IS OPERATED AT ALL TIMES EXCLUSIVELY FOR THE BENEFIT OF ILLINOIS SYMPHONY ORCHESTRA
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOCUMENTATION IS MAINTAINED WITH ANY PURCHASES, SALES, OR ANY DISBURSEMENTS MADE FROM THE ACCOUNT FOLLOWING US BANK'S CORPORATE POLICIES & PROCEDURES AS REQUIRED BY THE OCC, AND THE FEDERAL RESERVE, AND THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTATION IS MAINTAINED WITH ANY PURCHASES, SALES, OR ANY DISBURSEMENTS MADE FROM THE ACCOUNT FOLLOWING US BANK'S CORPORATE POLICIES & PROCEDURES AS REQUIRED BY THE OCC, AND THE FEDERAL RESERVE, AND THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN OFFICER OF US BANK REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOLLOWS US BANK'S CORPORATE POLICIES & PROCEDURES WITH REGARDS TO CONFLICT OF INTERST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FOLLOWS US BANK'S CORPORATE POLICIES & PROCEDURES WITH REGARDS TO CONFLICT OF INTEREST, GOVERNING DOCUMENTS & FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12COST BASIS ADJUSTMENT - 303
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 12, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 12, PART XII, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11EXPLANATION FOR FORM 990, PAGE 12, PART XII, LINE 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0371312674
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ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$818,351
Liabilities
$0
Net assets
$818,351
Revenue
$21,961
Expenses
$27,073
Net income
-$5,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.03$0.00$9.03$0.45$0.36$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$0.01$0.22$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.05$0.00$9.05$0.11$0.53$0.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.69$0.00$9.69$1.26$0.44$0.82
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$0.00$8.87$1.26$0.58$0.69
2019Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.22$0.27$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.23$0.00$8.23$0.73$0.42$0.31
2017Summary only. Only limited summary data is available for this year.$7.93$0.00$7.93$0.68$0.29$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.00$7.55$0.11$0.22$0.10
2015Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.24$0.29$0.04
2014Summary only. Only limited summary data is available for this year.$7.70$0.00$7.70$0.54$0.35$0.19
2013Summary only. Only limited summary data is available for this year.$7.51$0.00$7.51$0.68$0.48$0.20
2012Summary only. Only limited summary data is available for this year.$7.31$0.00$7.31$0.76$0.20$0.56
2011Summary only. Only limited summary data is available for this year.$6.75$0.00$6.75$0.26$0.37$0.11