Civic Intelligence

James and Virginia Wheeler Foundation

EIN 39-1818780 • Whitefish Bay, WI

5420 N Diversey BlvdWhitefish Bay, WI 53217
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

10th percentile

-42%

Higher net margin than 10% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$1,500

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

46th percentile

2.4%

Faster asset growth than 46% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,012,095

Up $118,550 (+2.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$5,012,095

Up $118,550 (+2.4%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Down

$237,308

Down $31,430 (-12%) from 2023

Expenses

Up

$336,064

Up $69,946 (+26%) from 2023

Net Income

Down

-$98,756

Down $101,376 (-3869%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $158,542Liabilities 2010: $0Net Assets 2010: $158,5422010Assets 2011: $175,526Liabilities 2011: $0Net Assets 2011: $175,5262011Assets 2012: $219,497Liabilities 2012: $02012Assets 2013: $229,330Liabilities 2013: $1Net Assets 2013: $229,3302013Assets 2014: $241,131Liabilities 2014: $1Net Assets 2014: $241,1312014Assets 2015: $253,920Liabilities 2015: $02015Assets 2019: $4,561,037Liabilities 2019: $1Net Assets 2019: $4,561,0372019Assets 2020: $4,465,083Liabilities 2020: $1Net Assets 2020: $4,465,0832020Assets 2021: $4,562,171Liabilities 2021: $1Net Assets 2021: $4,562,1712021Assets 2022: $4,580,768Liabilities 2022: $1Net Assets 2022: $4,580,7682022Assets 2023: $4,893,545Liabilities 2023: $1Net Assets 2023: $4,893,5452023Assets 2024: $5,012,095Liabilities 2024: $0Net Assets 2024: $5,012,0952024

Highlighted filing

2024

Assets$5,012,095
Liabilities$0
Net Assets$5,012,095
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $112,5322010Expenses 2011: $1,8832011Revenue 2012: $31,059Expenses 2012: $2,330Net Income 2012: $28,7292012Revenue 2013: $13,830Expenses 2013: $5,817Net Income 2013: $8,0132013Revenue 2014: $16,036Expenses 2014: $4,128Net Income 2014: $11,9082014Revenue 2015: $17,920Expenses 2015: $5,131Net Income 2015: $12,7892015Revenue 2019: $4,478,482Expenses 2019: $174,901Net Income 2019: $4,303,5812019Revenue 2020: $11,074Expenses 2020: $107,063Net Income 2020: -$95,9892020Revenue 2021: $298,977Expenses 2021: $201,894Net Income 2021: $97,0832021Revenue 2022: $90,388Expenses 2022: $256,193Net Income 2022: -$165,8052022Revenue 2023: $268,738Expenses 2023: $266,118Net Income 2023: $2,6202023Revenue 2024: $237,308Expenses 2024: $336,064Net Income 2024: -$98,7562024

Highlighted filing

2024

Revenue$237,308
Expenses$336,064
Net Income-$98,756
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,012,095
Liabilities
$0
Net assets
$5,012,095
Revenue
$237,308
Expenses
$336,064
Net income
-$98,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.24$0.34$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.27$0.27$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.09$0.26$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.30$0.20$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.01$0.11$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$4.48$0.17$4.30
2015Summary only. Only limited summary data is available for this year.$0.25$0.00$0.02$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.02$0.00$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.03$0.00$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK B MEHIGANDirector-$1,500-$1,500
MARY C MEHANDirector/Member-$0--
MICHAEL B WHEELERDirector/Member-$0--
STEPHEN S SCHMIDTDirector-$0--
Filing and Contact Details

Filer

Filer Name
James and Virginia Wheeler Foundation
EIN
39-1818780
Phone
4145870219
Address
5420 N DIVERSEY BLVD, WHITEFISH BAY, WI 53217

Signing Officer

Name
Mary C Mehan
Title
Director/member
Phone
4145870219
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 222, MILWAUKEE, WI 53202
Preparer
Diana Luttmann
Phone
4142711451
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARES MSCI UNITED KINGDOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JPMORGAN BETABUILDERS CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MARTIN MARIETTA MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MASTERCARD INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43META PLATFORM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MONDELEZ INTERNATIONAL INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MONSTER BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52OLD DOMINION FREIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SHERWIN-WILLIAMS CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SOUTHERN CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SPDR EURO STOXX 50 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SPDR OIL & GAS EQUIP & SERV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68US DOLLAR JPM DEPOSIT SWEEP INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69US DOLLAR JPM DEPOSIT SWP PRINCIPAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VANECK GOLD MINERS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANECK SEMICONDUCTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VANGUARD FTSE EUROPE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74WASTE CONNECTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WISDOMTREE JAPAN HEDGED EQ
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0175515
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt061793
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0237308
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0237308
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt061793
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0301500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0301500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0175515
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0175515
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-98756
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01032369
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01625
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01625
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt061793
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0210267
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022980
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022980
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01661
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0305225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0336064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0237308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0237308
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03725
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027041
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3188685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4276206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5481807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt54910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt643970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt643970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt214424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4191080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5281116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6525777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SHORT-TERM SALES OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG-TERM SALES OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SHORT-TERM SALES OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LONG-TERM SALES OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SHORT-TERM SALES OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LONG-TERM SALES OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LONG-TERM SALES OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061793
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-98756
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0217306
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05012095
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04893545
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05012095
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0249799
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0249799
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0249799
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0252722
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02923
IRS990PF/DistributableAmountGrp/TotalTaxAmt02923
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02923
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02923
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02923
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03280
IRS990PF/FMVAssetsEOYAmt05012095
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02545099
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02545099
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0329274
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0114758
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0114758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01934266
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02000922
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02000922
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01992365
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02274620
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02274620
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0299366
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0313251
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0313251
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0308544
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0338274
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0308544
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0308544
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02348446
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02466996
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04893545
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05012095
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05012095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00

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