Civic Intelligence

The Miller Foundation

990PF • Fiscal year 2011 • EIN 38-6064925

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 05, 2012

310 Wahwahtaysee Way49015
Siviq Scores

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

Liabilities / Assets

44th percentile

0.12x

Higher debt load relative to assets than 44% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

75th percentile

$57,023

Higher top officer pay than 75% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$21,870,716

No earlier filing loaded for comparison.

Net Assets

$19,154,033

No earlier filing loaded for comparison.

Liabilities

$2,716,683

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,174,717

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $21,870,716Liabilities 2011: $2,716,683Net Assets 2011: $19,154,0332011Assets 2012: $25,892,465Liabilities 2012: $14,6082012Assets 2013: $25,302,463Liabilities 2013: $3772013Assets 2014: $25,683,716Liabilities 2014: $3772014Assets 2015: $22,372,019Liabilities 2015: $11,264Net Assets 2015: $22,360,7552015Assets 2016: $18,842,590Liabilities 2016: $21,793Net Assets 2016: $18,820,7972016Assets 2017: $18,949,843Liabilities 2017: $37,286Net Assets 2017: $18,912,5572017Assets 2018: $20,067,084Liabilities 2018: $48,626Net Assets 2018: $20,018,4582018Assets 2019: $20,099,317Liabilities 2019: $86,214Net Assets 2019: $20,013,1032019Assets 2020: $20,970,000Liabilities 2020: $121,910Net Assets 2020: $20,848,0902020Assets 2021: $20,941,960Liabilities 2021: $164,380Net Assets 2021: $20,777,5802021Assets 2022: $20,905,596Liabilities 2022: $155,868Net Assets 2022: $20,749,7282022Assets 2023: $21,121,849Liabilities 2023: $209,4782023Assets 2024: $20,846,057Liabilities 2024: $270,773Net Assets 2024: $20,575,2842024

Highlighted filing

2011

Assets$21,870,716
Liabilities$2,716,683
Net Assets$19,154,033

Operations Trend

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

$5.0M$0-$5.0MExpenses 2011: $1,174,7172011Revenue 2012: $1,976,078Expenses 2012: $1,070,411Net Income 2012: $905,6672012Revenue 2013: $586,251Expenses 2013: $1,174,351Net Income 2013: -$588,1002013Revenue 2014: $1,587,199Expenses 2014: $1,211,901Net Income 2014: $375,2982014Revenue 2015: $1,228,007Expenses 2015: $4,549,680Net Income 2015: -$3,321,6732015Revenue 2016: $547,971Expenses 2016: $4,086,461Net Income 2016: -$3,538,4902016Revenue 2017: $1,052,507Expenses 2017: $955,057Net Income 2017: $97,4502017Revenue 2018: $2,169,384Expenses 2018: $1,058,399Net Income 2018: $1,110,9852018Revenue 2019: $1,103,261Expenses 2019: $1,115,869Net Income 2019: -$12,6082019Revenue 2020: $2,077,015Expenses 2020: $1,245,606Net Income 2020: $831,4092020Revenue 2021: $1,283,802Expenses 2021: $1,344,375Net Income 2021: -$60,5732021Revenue 2022: $1,283,301Expenses 2022: $1,312,962Net Income 2022: -$29,6612022Revenue 2023: $1,298,128Expenses 2023: $1,173,992Net Income 2023: $124,1362023Revenue 2024: $951,712Expenses 2024: $1,200,086Net Income 2024: -$248,3742024

Highlighted filing

2011

Revenue-
Expenses$1,174,717
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 5, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE THOMPSONExec. DirectorFT$53,310$3,713$57,023
JOHN GALLAGHERChair-$15,000-$15,000
RANCE LEADERSTrustee-$6,000-$6,000
BARBARA L COMAITrustee-$6,000-$6,000
PAUL OHMTrustee-$6,000-$6,000
GLORIA J ROBERTSONTrustee-$6,000-$6,000
ARTHUR ANGOODVice Chair-$6,000-$6,000
GREG DOTSONTreasurer-$6,000-$6,000
ALLEN L MILLERSecretary-$4,000-$4,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEIGHBORHOOD INC OF BATTLE CREEKONGOING OPERATIONAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$102,750
Paid GrantMILLER COLLEGE - NON-CASHTIME RESTRICTED509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$100,000
Paid GrantMILLER COLLEGEGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$57,200
Paid GrantFAMILY AND CHILDREN SERVICESGENERAL SUPPORT509(A)(1) (PUBLIC CHKALAMAZOO, MI, US$30,100
Paid GrantSAFE PLACEFUNDRAISING DINNER/GENERAL SUPPORT/ CLASS PROGRAM509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$29,000
Paid GrantMUSIC CENTER OF SOUTH CENTRAL MICHIGANIMPACT PROGRAM509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$26,050
Paid GrantNEW LEVEL SPORTSGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$26,000
Paid GrantCOMMUNITY INCLUSIVE RECREATIONARTS STUDIO/OPERATION EXPENSE/GENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$25,500
Paid GrantSECOND'S NEW VISION & OUTREACH MINISTRIESREADING INCENTIVE PROGRAM/MLK COMMITTEE EVENT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$25,000
Paid GrantUNITED WAY OF GREATER BATTLE CREEK2010 COMMUNITY SOLUTIONS CAMPAIGN509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$25,000
Paid GrantKINGMAN MUSEUMOPERATIONAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$22,950
Paid GrantBIG BROTHERS BIG SISTERS SOUTHWEST REGIONALPROJECT LIFT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$20,000
Paid GrantHAVEN OF RESTGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$15,000
Paid GrantSTARR COMMONWEALTHGENERAL SUPPORT509(A)(1) (PUBLIC CHALBION, MI, US$15,000
Paid GrantART CENTERART-A-FACT UPGRADE PROJECT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$12,500
Paid GrantFAMILY Y CENTERGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$11,500
Paid GrantURBAN LEAGUE OF BATTLE CREEKGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$10,600
Paid GrantOAKHILL CEMETERYGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$10,000
Paid GrantBCREATIVE GRANTSGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$9,000
Paid GrantGUARDIAN INCHELPING SENIORS AVOID SCAMS509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$8,000
Paid GrantGENERATION E INSTITUTEENTREPRENEURSHIP EDUCATION PROGRAM509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$6,000
Paid GrantHUMANE SOCIETYGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$5,300
Paid GrantBATTLE CREEK COMMUNITY FOUNDATIONLEADERSHIP CHALLENGE/BCUCA FUND509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$5,050
Paid GrantCALHOUN CHRISTIAN SCHOOLGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$4,000
Paid GrantMAKE A WISH FOUNDATIONGENERAL SUPPORT509(A)(1) (PUBLIC CHBRIGHTON, MI, US$4,000
Paid GrantKELLOGG BIRD SANCTUARYGENERAL SUPPORT509(A)(1) (PUBLIC CHAUGUSTA, MI, US$2,500
Paid GrantBRASS BAND OF BATTLE CREEKGENERAL SUPPORT509(A)(1) (PUBLIC CHMARSHALL, MI, US$2,000
Paid GrantINTERNATIONAL FESTIVAL OF LIGHTS - BCCFGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$2,000
Paid GrantBATTLE CREEK AREA CATHOLIC SCHOOLGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$1,000
Paid GrantFIRST PRESBYTERIAN CHURCHGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$1,000
Paid GrantFOOD BANKCELEBRITY SERVER/GENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$950
Paid GrantHABITAT FOR HUMANITYHOME CONSTRUCTION509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$950
Paid GrantSNAPOPERATIONAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$575
Paid GrantKELLOGG COMMUNITY COLLEGE FDNHUMAN PATIENT SIMULATION CENTER/GENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$500
Paid GrantBATTLE CREEK PUBLIC SCHOOLSGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$500
Paid GrantYELLOW RIBBON COMMITTEEGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$300
Paid GrantBINDER PARK ZOOGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$250
Paid GrantGOODWILL INDUSTRIESGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$150
Paid GrantPLANNED PARENTHOODPROJECT TRUST509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$150
Paid GrantWOMANS CO-OPGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$150
Paid GrantLEILA ARBORETUMGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$150
Paid GrantCHARITABLE UNIONIN MEMORY OF MARY MCQUISTON509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$100
Paid GrantFAMILY HEALTH CENTER OF BATTLE CREEKGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$100
Paid GrantLIFECAREGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$100
Paid GrantSEXUAL ASSAULT SERVICES OF CALHOUN COUNTYGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$100
Paid GrantCEREAL FESTIVAL - BCCFGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$100
Paid GrantSUBSTANCE ABUSE COUNCILGENERAL SUPPORT509(A)(1) (PUBLIC CHBATTLE CREEK, MI, US$100
Filing and Contact Details

Filer

EIN
38-6064925
Raw XML AppendixShowing 400 of 1,139 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/AccountingFees/Amount011675
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01750
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome09925
DepreciationSchedule/Depreciation/ComputationMethod0NC
DepreciationSchedule/Depreciation/ComputationMethod1NC
DepreciationSchedule/Depreciation/ComputationMethod2NC
DepreciationSchedule/Depreciation/ComputationMethod3L
DepreciationSchedule/Depreciation/ComputationMethod4NC
DepreciationSchedule/Depreciation/ComputationMethod5NC
DepreciationSchedule/Depreciation/CostOrOtherBasis0592141
DepreciationSchedule/Depreciation/CostOrOtherBasis115510
DepreciationSchedule/Depreciation/CostOrOtherBasis2623417
DepreciationSchedule/Depreciation/CostOrOtherBasis3290000
DepreciationSchedule/Depreciation/CostOrOtherBasis4354057
DepreciationSchedule/Depreciation/CostOrOtherBasis514451
DepreciationSchedule/Depreciation/CurrentYearExpense00
DepreciationSchedule/Depreciation/CurrentYearExpense10
DepreciationSchedule/Depreciation/CurrentYearExpense20
DepreciationSchedule/Depreciation/CurrentYearExpense30
DepreciationSchedule/Depreciation/CurrentYearExpense40
DepreciationSchedule/Depreciation/CurrentYearExpense50
DepreciationSchedule/Depreciation/DescriptionOfProperty0BUILDING IMPROVEMENTS
DepreciationSchedule/Depreciation/DescriptionOfProperty1OFFICE EQUIPMENT
DepreciationSchedule/Depreciation/DescriptionOfProperty2FURNITURE & FIXTURES
DepreciationSchedule/Depreciation/DescriptionOfProperty3LAND
DepreciationSchedule/Depreciation/DescriptionOfProperty4BUILDINGS
DepreciationSchedule/Depreciation/DescriptionOfProperty5BUILDING IMPROVEMENTS
DepreciationSchedule/Depreciation/Life039.000000000000
DepreciationSchedule/Depreciation/Life15.000000000000
DepreciationSchedule/Depreciation/Life27.000000000000
DepreciationSchedule/Depreciation/Life339.000000000000
DepreciationSchedule/Depreciation/Life439.000000000000
DepreciationSchedule/Depreciation/NetInvestmentIncome00
DepreciationSchedule/Depreciation/NetInvestmentIncome10
DepreciationSchedule/Depreciation/NetInvestmentIncome20
DepreciationSchedule/Depreciation/NetInvestmentIncome30
DepreciationSchedule/Depreciation/NetInvestmentIncome40
DepreciationSchedule/Depreciation/NetInvestmentIncome50
DepreciationSchedule/Depreciation/PriorYearsDepreciation0206153
DepreciationSchedule/Depreciation/PriorYearsDepreciation113857
DepreciationSchedule/Depreciation/PriorYearsDepreciation2408155
DepreciationSchedule/Depreciation/PriorYearsDepreciation3225056
DepreciationSchedule/Depreciation/PriorYearsDepreciation4370
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0612266
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0586500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue05911651
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV06242728
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCKS
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue01595576
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV01638545
InvestmentsOtherSchedule2/InvestmentsOther/BookValue07958983
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV08972760
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0590991
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0926965
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-589
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome01353
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01517956
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0764
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01518720
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm09925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss011675
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0926965
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0105302
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm06721
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0112023
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0619225
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0619225
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm012683
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss025367
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0590991
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0590991
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0344003
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice010853763
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps03000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm056798
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss059798
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0926376
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01320981
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps061934
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm01915
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss063849
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps048756
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm03112
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss051868
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps095553
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm01610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss097163
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm01353
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01353
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm096417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss096417
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblPrps03275
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm0209
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnss03484
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps07563
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm08767
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss028139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0951896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0198328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss01174717
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01519309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01518720
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0332671
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0198328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0555492
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps05538
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm0171
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss05709
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip0853591
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CashBOY015348
IRS990PF/BalanceSheets/CashEOY09271
IRS990PF/BalanceSheets/CashEOYFMV09271
IRS990PF/BalanceSheets/DeferredRevenueBOY06273
IRS990PF/BalanceSheets/DeferredRevenueEOY08931
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0620762
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0612266
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0586500
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY07657739
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY05911651
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV06242728
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY01585462
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY01595576
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV01638545
IRS990PF/BalanceSheets/InvestmentsOtherBOY06406704
IRS990PF/BalanceSheets/InvestmentsOtherEOY07958983
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV08972760
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis01889576
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY01045281
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY01035985
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV01035985
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY02019949
IRS990PF/BalanceSheets/OtherLiabilitiesEOY02707752
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY02850000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY03250000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV03250000
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable03250000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01242759
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01496984
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01496984
IRS990PF/BalanceSheets/TotalAssetsBOY021424055
IRS990PF/BalanceSheets/TotalAssetsEOY021870716
IRS990PF/BalanceSheets/TotalAssetsEOYFMV023232773
IRS990PF/BalanceSheets/TotalLiabilitiesBOY02026222
IRS990PF/BalanceSheets/TotalLiabilitiesEOY02716683
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY021424055
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY021870716
IRS990PF/BalanceSheets/TotalNetAssetsBOY019397833
IRS990PF/BalanceSheets/TotalNetAssetsEOY019154033
IRS990PF/BalanceSheets/UnrestrictedBOY019397833
IRS990PF/BalanceSheets/UnrestrictedEOY019154033
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0926965
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01041468
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1463481
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2169675
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3607343
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis4218443
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5275555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis6253037
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7639420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis8324774
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis9193092
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10396033
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11237599
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12620762
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13715599
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis14591603
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis15448588
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis16359550
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis17236166
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis18452592
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis19330368
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis20764800
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21324515
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis22262335
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0WELLS FARGO LARGE CAPITAL - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1WELLS FARGO LARGE CAPITAL - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2LORD CAPITAL MANAGEMENT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3LORD CAPITAL MANAGEMENT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4GOLDEN CAPITAL MANAGEMENT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5GOLDEN CAPITAL MANAGEMENT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6LAZARD INTERNATIONAL - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7LAZARD INTERNATIONAL - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8COLUMBIA PARTNERS INVESTMENT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9COLUMBIA PARTNERS INVESTMENT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10NEWGATE EMERGING MARKETS - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11NEWGATE EMERGING MARKETS - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12FIXED INCOME ACCOUNT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13PIMCO - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14PIMCO - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15WILLIAM BLAIR INTERNATIONAL - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16WILLIAM BLAIR INTERNATIONAL - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17CONGRESS ASSET MANAGEMENT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18CONGRESS ASSET MANAGEMENT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19GLOBAL FLEXIBLE ACCOUNT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20GLOBAL FLEXIBLE ACCOUNT - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21NFJ CONCENTRATED EQUITY - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22NFJ CONCENTRATED EQUITY - SEE ATTACHED DETAIL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23LOSS ON SALE OF FIXED ASSET
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-25110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1150926
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss211260
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3166362
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss44183
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss594342
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss760752
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-29419
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss975493
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-1905
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1132219
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-20762
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-11098
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1410445
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-19668
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1661620
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1721978
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1893042
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19-38951
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20160569
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2146480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2284184
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss230
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-25110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1150926
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses211260
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3166362
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses44183
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses594342
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses760752
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-29419
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses975493
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-1905
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1132219
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-20762
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-11098
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1410445
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15-19668
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1661620
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1721978
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1893042
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses19-38951
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20160569
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2146480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2284184
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses230
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01016358
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1614407
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2180935
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3773705
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice4222626
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5369897
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6253060
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice7700172
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice8295355
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice9268585
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10394128
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11269818
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12600000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13704501
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice14602048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice15428920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16421170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice17258144
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice18545634
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice19291417
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice20925369
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21370995
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice22346519
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired13P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired14P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired15P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired16P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired17P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired18P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired19P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired20P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired21P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired22P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired23P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0344003
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0587803
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal019741836
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY019397833
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY019154033
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01006855
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01006855
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01006855
IRS990PF/DistributableAmount/MinimumInvestmentReturn01020065
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome013210
IRS990PF/DistributableAmount/TotalTax013210
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment010709
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax013210
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0208
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal013210
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome013210
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension02750
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments013459
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY023232773
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets020711975
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0444768
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities020267207
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0310680
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01020065
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets020401295
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets020711975
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine10CITIGROUP SMITHBARNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/Compensation093717
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService0INVESTMENT SERVICES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine1070 W MICHIGAN AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/City0BATTLE CREEK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/State0MI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/ZIPCode049017
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition32.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition42.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition52.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition62.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition72.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition840.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation16000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation26000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation36000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation46000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation56000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation615000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation74000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation853310
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc83713
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances80
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RANCE LEADERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BARBARA L COMAI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PAUL OHM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3GLORIA J ROBERTSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4ARTHUR ANGOOD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5GREG DOTSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6JOHN GALLAGHER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.8$0.27$20.6$0.95$1.20$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.21$1.30$1.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$20.9$0.16$20.7$1.28$1.31$0.03
2021Detailed filing. Detailed filing data is available for this year.$20.9$0.16$20.8$1.28$1.34$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$0.12$20.8$2.08$1.25$0.83
2019Detailed filing. Detailed filing data is available for this year.$20.1$0.09$20.0$1.10$1.12$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$0.05$20.0$2.17$1.06$1.11
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$18.9$0.04$18.9$1.05$0.96$0.10
2016Detailed filing. Detailed filing data is available for this year.$18.8$0.02$18.8$0.55$4.09$3.54
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.01$22.4$1.23$4.55$3.32
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$0.00$1.59$1.21$0.38
2013Summary only. Only limited summary data is available for this year.$25.3$0.00$0.59$1.17$0.59
2012Summary only. Only limited summary data is available for this year.$25.9$0.01$1.98$1.07$0.91
2011Detailed filing. Detailed filing data is available for this year.$21.9$2.72$19.2$1.17