Civic Intelligence

Marcus Fam Charitable Tr

990PF • Fiscal year 2013 • EIN 39-1891090

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

301 N Broadway No 300Milwaukee, WI 53202-4125

(414) 905-1530

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

4th percentile

-147%

Higher net margin than 4% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

6th percentile

-18%

Faster asset growth than 6% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Down

$2,080,544

Down $454,057 (-18%) from 2012

Net Assets

$2,080,544

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2012

Revenue

Down

$241,975

Down $298,281 (-55%) from 2012

Expenses

Up

$597,311

Up $337,651 (+130%) from 2012

Net Income

Down

-$355,336

Down $635,932 (-227%) from 2012

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,350,186Liabilities 2010: $0Net Assets 2010: $2,350,1862010Assets 2011: $2,301,068Liabilities 2011: $0Net Assets 2011: $2,301,0682011Assets 2012: $2,534,601Liabilities 2012: $12012Assets 2013: $2,080,544Liabilities 2013: $1Net Assets 2013: $2,080,5442013Assets 2014: $2,048,146Liabilities 2014: $1Net Assets 2014: $2,048,1462014Assets 2015: $2,136,667Liabilities 2015: $1Net Assets 2015: $2,136,6672015Assets 2016: $1,966,847Liabilities 2016: $0Net Assets 2016: $1,966,8472016Assets 2017: $2,023,174Liabilities 2017: $0Net Assets 2017: $2,023,1742017Assets 2018: $5,072,588Liabilities 2018: $0Net Assets 2018: $5,072,5882018Assets 2019: $5,054,703Liabilities 2019: $1Net Assets 2019: $5,054,7032019Assets 2020: $4,831,821Liabilities 2020: $1Net Assets 2020: $4,831,8212020Assets 2021: $4,727,273Liabilities 2021: $1Net Assets 2021: $4,727,2732021Assets 2022: $4,411,136Liabilities 2022: $1Net Assets 2022: $4,411,1362022Assets 2023: $4,258,841Liabilities 2023: $1Net Assets 2023: $4,258,8412023Assets 2024: $4,165,696Liabilities 2024: $0Net Assets 2024: $4,165,6962024

Highlighted filing

2013

Assets$2,080,544
Liabilities$1
Net Assets$2,080,544

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $236,1152010Expenses 2011: $269,2322011Revenue 2012: $540,256Expenses 2012: $259,660Net Income 2012: $280,5962012Revenue 2013: $241,975Expenses 2013: $597,311Net Income 2013: -$355,3362013Revenue 2014: $220,440Expenses 2014: $273,759Net Income 2014: -$53,3192014Revenue 2015: $301,518Expenses 2015: $328,801Net Income 2015: -$27,2832015Revenue 2016: $205,859Expenses 2016: $375,864Net Income 2016: -$170,0052016Revenue 2017: $232,119Expenses 2017: $424,612Net Income 2017: -$192,4932017Revenue 2018: $3,385,397Expenses 2018: $698,491Net Income 2018: $2,686,9062018Revenue 2019: $312,318Expenses 2019: $329,642Net Income 2019: -$17,3242019Revenue 2020: $156,488Expenses 2020: $379,370Net Income 2020: -$222,8822020Revenue 2021: $275,923Expenses 2021: $380,471Net Income 2021: -$104,5482021Revenue 2022: $131,355Expenses 2022: $375,695Net Income 2022: -$244,3402022Revenue 2023: $146,195Expenses 2023: $298,490Net Income 2023: -$152,2952023Revenue 2024: $257,059Expenses 2024: $349,930Net Income 2024: -$92,8712024

Highlighted filing

2013

Revenue$241,975
Expenses$597,311
Net Income-$355,336
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN MARCUSTrustee-$0--
Filing and Contact Details

Filer

EIN
39-1891090
Phone
4149051530

Signing Officer

Name
Stephen Marcus
Title
Trustee
Phone
4149051530
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Troy E Marine CPA
Phone
4147775500
Raw XML AppendixShowing 400 of 437 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.

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DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10777 E WISCONSIN AVE 32ND FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04147775500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIAL REQUIREMENTS; BROCHURES PREFERRED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEPHEN MARCUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04149051530
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10100 E WISCONSIN AVENUE SUITE 1900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHEN MARCUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11890
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt630000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR THE MILWAUKEE JEWISH COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR SUPPORT OF THE RELIGIOUS ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT FOR EDUCATIONAL PROGRAMS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE BONE MARROW REGISTRY AND BONE MARROW DONOR PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT AT-RISK YOUTH IN THE COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT FOR FAMILIES AND CHILDREN IN THE COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT FOR PROGRAMS IN THE MILWAUKEE AREA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO ASSIST IN THE CARE FOR ELDERLY RESIDENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10JEWISH COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11CONGREGATION EMANU-EL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12MILWAUKEE JEWISH DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13BE THE MATCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14NEHEMIAH PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15NEW CONCEPT SELF DEVELOPMENT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16UNITED WAY OF GREATER MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17THE SHOLOM HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101360 N PROSPECT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112020 W BROWN DEER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine126401 N SANTA MONICA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine133001 BROADWAY STREE NE SUITE 601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine142506 WEST VLIET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine151531 WEST VLIET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine16225 WEST VINE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine173620 PHILLIPS PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode153217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode253217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode355413
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode453205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode553205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode653212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode755426
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0533090
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0240888
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0221553
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0240888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt071997
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt071997
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0534438
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt071997
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071997
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0221553
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOAN MARCUS 1997 CHARITABLE LEAD UN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10301 N BROADWAY SUITE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode053202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt094405
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0187488
OtherDecreasesSchedule/OtherDecreasesDetail/Description0DISTRIBUTIONS FROM MEP
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME FROM MEP K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORDINARY INCOME FROM MEP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NONTAXABLE INCOME FROM MEP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-420
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1322
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-420
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1322
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2256
OtherIncreasesSchedule/OtherIncreasesDetail/Amount088767
OtherIncreasesSchedule/OtherIncreasesDetail/Description0UNREALIZED GAIN/LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt049000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt049000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.26$0.35$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.15$0.30$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.13$0.38$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.28$0.38$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.16$0.38$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.31$0.33$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$3.39$0.70$2.69
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.23$0.42$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.21$0.38$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.30$0.33$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.22$0.27$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.24$0.60$0.36
2012Summary only. Only limited summary data is available for this year.$2.53$0.00$0.54$0.26$0.28
2011Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.27
2010Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.24