Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$52,786
Up $6,344 (+14%) from 2011
Net Assets
$52,786
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$1,080
Down $2,429 (-69%) from 2011
Net Income
-
No earlier filing loaded for comparison.
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| - | Trustee | FT | $0 | - | - |
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | CARROLL UNIVERSITY | SCHOLARSHIPS | PUBLIC CHARITY | WAUKESHA, WI, US | $274 |
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/Amount | 0 | 750 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | TAX PREPARATION FEE (NON-ALLOC |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 750 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 0 | 3692 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 1 | 2644 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 2 | 3702 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 0 | 4030 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 1 | 2759 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 2 | 3803 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 0 | NUVEEN INTERMEDIATE TERM BOND |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 1 | NUVEEN HIGH INCOME BOND |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 2 | T ROWE PRICE INTL BOND FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 3173 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 3702 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 2 | 2692 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 3 | 5288 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 4 | 2644 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 5 | 5288 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 6 | 4230 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 7 | 4230 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 8 | 5288 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 9 | 5288 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 3499 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 1 | 3976 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 2 | 2646 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 3 | 5807 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 4 | 2753 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 5 | 5466 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 6 | 4256 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 7 | 4106 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 8 | 5746 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 9 | 5566 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | NUVEEN EQUITY INDEX FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | NUVEEN INTL SELECT FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | NUVEEN MID CAP SELECT FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | ABERDEEN FDS EMRGN MKT INSTL |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | GOLDMAN SACHS M C VALUE CL |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | IPATH DOW JONES UBS COMMODITY |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 6 | LAUDUS INTL MARKET MASTERS FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 7 | NUVEEN REAL ESTATE SECS I |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 8 | NUVEEN SANTA BARBARA DIV GROW |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 9 | PRICE T ROWE GROWTH STK FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 10 | PYXIS LONG SHORT EQUITY Z |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 11 | SCOUT INTERNATIONAL FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 12 | VANGUARD EQUITY INCOME ADM |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount | 0 | 1103 |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount | 0 | 6294 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount | 0 | 7397 |
| IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA | 0 | 7397 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps | 0 | 750 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss | 0 | 750 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm | 0 | 6294 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 274 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 274 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 1103 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 1103 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | 6317 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 44784 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | 6294 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 7369 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps | 0 | 10 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss | 0 | 10 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm | 0 | 28 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss | 0 | 46 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 1034 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 28 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 1080 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 7397 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 7397 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 760 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 28 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 806 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm | 0 | 0 |
| IRS990PF/BalanceSheets/AccountsReceivable | 0 | 92 |
| IRS990PF/BalanceSheets/AccountsReceivableEOY | 0 | 92 |
| IRS990PF/BalanceSheets/AccountsReceivableEOYFMV | 0 | 92 |
| IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl | 0 | 0 |
| IRS990PF/BalanceSheets/CapitalStockBOY | 0 | 46442 |
| IRS990PF/BalanceSheets/CapitalStockEOY | 0 | 52786 |
| IRS990PF/BalanceSheets/CashBOY | 0 | 212 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY | 0 | 9547 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY | 0 | 10038 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV | 0 | 10592 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockBOY | 0 | 32634 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOY | 0 | 41823 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV | 0 | 43821 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV | 0 | 0 |
| IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 4049 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY | 0 | 833 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV | 0 | 833 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 46442 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 52786 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 55338 |
| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 0 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY | 0 | 46442 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY | 0 | 52786 |
| IRS990PF/BalanceSheets/TotalNetAssetsBOY | 0 | 46442 |
| IRS990PF/BalanceSheets/TotalNetAssetsEOY | 0 | 52786 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome | 0 | 6294 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 0 | 5682 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 1 | 16824 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 2 | 2905 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 3 | 4889 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 4 | 6228 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 5 | 1789 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 6 | 173 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 0 | 2007-02-21 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 1 | 2011-07-28 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 2 | 2007-02-21 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 3 | 2011-07-28 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 4 | 1997-03-04 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 0 | 2012-04-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 1 | 2012-04-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 2 | 2012-04-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 3 | 2012-04-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 4 | 2012-04-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 5 | 2012-04-13 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 6 | 2012-06-19 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 0 | 587.8 NUVEEN INTERMEDIATE TERM B CL I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 1 | 1071.438 NUVEEN EQUITY INDEX FUND CL I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 2 | 269.968 NUVEEN MID CAP SELECT FUND CL I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 3 | 459.936 NUVEEN MID CAP SELECT FUND CL I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 4 | 595.946 NUVEEN INTL SELECT FD CL I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 5 | 178.139 NUVEEN INTL SELECT FD CL I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 6 | 17.908 NUVEEN INTERMEDIATE TERM B CL I |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 7 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 0 | 549 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 1 | 6383 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 2 | 35 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 3 | 120 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 4 | -924 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 5 | -204 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 6 | 17 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 7 | 5 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 0 | 549 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 1 | 6383 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 2 | 35 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 3 | 120 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 4 | -924 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 5 | -204 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 6 | 17 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 0 | 6231 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 1 | 23207 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 2 | 2940 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 3 | 5009 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 4 | 5304 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 5 | 1585 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 6 | 190 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 0 | P |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | 6317 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases | 0 | 0 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases | 0 | 27 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 52786 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 46442 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 52786 |
| IRS990PF/DistributableAmount/DeductionFrDistributableAmount | 0 | 0 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 2477 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 2477 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 2477 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 2624 |
| IRS990PF/DistributableAmount/RecoveriesQlfyDistributions | 0 | 0 |
| IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome | 0 | 147 |
| IRS990PF/DistributableAmount/TotalTax | 0 | 147 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment | 0 | 37 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 147 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 147 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 147 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue | 0 | 110 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511 | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments | 0 | 37 |
| IRS990PF/FMVAssetsEOY | 0 | 55338 |
| IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 53282 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 1392 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 51890 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 799 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 2624 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 52483 |
| IRS990PF/MinimumInvestmentReturn/ReductionClaimed | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 53282 |
| IRS990PF/NECT | 0 | X |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 0 | 40 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine1 | 0 | CARROLL UNIVERSITY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | TRUSTEE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 0 | 100 N EAST AVE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 0 | WAUKESHA |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 0 | WI |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 0 | 53186 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct | 0 | 3051 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets | 0 | 2977 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio | 0 | 0.056719 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1 | 0 | 0.065279 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2 | 0 | 0.049591 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3 | 0 | 0.065732 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4 | 0 | 0.053406 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5 | 0 | 0.049588 |
| IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax | 0 | false |
| IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets | 0 | 52483 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1 | 0 | 51410 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2 | 0 | 50150 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3 | 0 | 45275 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4 | 0 | 53477 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5 | 0 | 62454 |
| IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome | 0 | 74 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions | 0 | 1034 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1 | 0 | 3356 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2 | 0 | 2487 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3 | 0 | 2976 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4 | 0 | 2856 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5 | 0 | 3097 |
| IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio | 0 | 0.283596 |
| IRS990PF/QualifyingDistributions/AdjQualifyingDistributions | 0 | 1034 |
| IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets | 0 | 0 |
| IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 1034 |
| IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm | 0 | 0 |
| IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal | 0 | 0 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 1034 |
| IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported | 0 | false |
| IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract | 0 | false |
| IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets | 0 | true |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1 | 0 | US BANK NA |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 5032754327 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | 555 SW OAK |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City | 0 | PORTLAND |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State | 0 | OR |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode | 0 | 97208 |
| IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws | 0 | false |
| IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr | 0 | true |
| IRS990PF/StatementsRegardingActivities/ForeignBank | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form1120POLFiled | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG | 0 | true |
| IRS990PF/StatementsRegardingActivities/InterestInControlledEntity | 0 | false |
| IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities | 0 | false |
| IRS990PF/StatementsRegardingActivities/MoreThan100Spent | 0 | false |
| IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm1041 | 0 | X |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | false |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | false |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | true |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | WI |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 1 | OR |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | false |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceElection | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | false |
| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | false |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied | 0 | false |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 274 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 0 | SCHOLARSHIPS |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 0 | CARROLL UNIVERSITY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 0 | PUBLIC CHARITY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 0 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 0 | 100 N EAST AVE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 0 | WAUKESHA |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 0 | WI |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 0 | 53186 |
| IRS990PF/SupplementaryInformation/OnlyContributesToPreselected | 0 | X |
| IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear | 0 | 274 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | false |
| IRS990PF/UndistributedIncome/AppliedToCurrentYear | 0 | 760 |
| IRS990PF/UndistributedIncome/AppliedToPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 274 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 2477 |
| IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromCurrentYear | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear2 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear4 | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYear1 | 0 | 2010 |
| IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYearUndistributedIncome | 0 | 0 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 1034 |
| IRS990PF/UndistributedIncome/RemainingDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount1 | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount2 | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalExcessDistriCarryover | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalForPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 1717 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 274 |
| OtherExpensesSchedule/OtherExpenses/Description | 0 | STATE FILING FEE |
| OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps | 0 | 10 |
| OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome | 0 | 0 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 0 | 10 |
| OtherIncreasesSchedule/OtherIncreases/Amount | 0 | 27 |
| OtherIncreasesSchedule/OtherIncreases/Description | 0 | REC'D VS REPORTED PY |
| TaxesSchedule/Taxes/Amount | 0 | 18 |
| TaxesSchedule/Taxes/Amount | 1 | 28 |
| TaxesSchedule/Taxes/Category | 0 | FEDERAL ESTIMATES - PRINCIPAL |
| TaxesSchedule/Taxes/Category | 1 | FOREIGN TAXES ON QUALIFIED FOR |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 0 | 0 |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 1 | 0 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 0 | 0 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 1 | 28 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 391876559 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | SARAH BAKER TRUST FUND 000014689400 |
| ReturnHeader/Filer/NameControl | 0 | BAKE |
| ReturnHeader/Filer/Phone | 0 | 5032754327 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | P O BOX 3168 |
| ReturnHeader/Filer/USAddress/City | 0 | PORTLAND |
| ReturnHeader/Filer/USAddress/State | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 97208 |
| ReturnHeader/Officer/DateSigned | 0 | 2013-03-20 |
| ReturnHeader/Officer/Name | 0 | CARROLL UNIVERSITY TRUSTEE |
| ReturnHeader/Officer/Phone | 0 | 5032754327 |
| ReturnHeader/Officer/Title | 0 | TRUSTEE |
| ReturnHeader/Preparer/DatePrepared | 0 | 2013-03-20 |
| ReturnHeader/PreparerFirm/EIN | 0 | 310841368 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | US BANK |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | P O BOX 3168 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | PORTLAND |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | OR |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 97216 |
| ReturnHeader/Preparer/Name | 0 | BECKY NORLANDER |
| ReturnHeader/Preparer/Phone | 0 | 5032754327 |
| ReturnHeader/ReturnType | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2012-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2012-12-31 |
| ReturnHeader/TaxYear | 0 | 2012 |
| ReturnHeader/Timestamp | 0 | 2013-05-07T10:31:58-06:00 |
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Displayed year
2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.