Civic Intelligence

B & D Foundation Inc.

990PF • Fiscal year 2014 • EIN 39-1915677

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization Profile
2901 W Beltline HighwayRoom/Suite 201Madison, WI 53713

(608) 273-3100

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

53rd percentile

2.2%

Faster asset growth than 53% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$528,032

Up $11,419 (+2.2%) from 2013

Net Assets

Up

$528,032

Up $11,419 (+2.2%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin92nd percentile

Revenue

Up

$19,377

Up $4,740 (+32%) from 2013

Expenses

Down

$7,958

Down $7,288 (-48%) from 2013

Net Income

Up

$11,419

Up $12,028 (+1975%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.0M$500K$0Assets 2011: $611,963Liabilities 2011: $02011Assets 2012: $517,222Liabilities 2012: $12012Assets 2013: $516,613Liabilities 2013: $1Net Assets 2013: $516,6132013Assets 2014: $528,032Liabilities 2014: $1Net Assets 2014: $528,0322014Assets 2015: $533,750Liabilities 2015: $1Net Assets 2015: $533,7502015Assets 2016: $989,860Liabilities 2016: $0Net Assets 2016: $989,8602016Assets 2017: $870,649Liabilities 2017: $0Net Assets 2017: $870,6492017Assets 2018: $835,960Liabilities 2018: $0Net Assets 2018: $835,9602018Assets 2019: $789,844Liabilities 2019: $1Net Assets 2019: $789,8442019Assets 2020: $858,499Liabilities 2020: $1Net Assets 2020: $858,4992020Assets 2021: $797,103Liabilities 2021: $1Net Assets 2021: $797,1032021Assets 2022: $857,242Liabilities 2022: $1Net Assets 2022: $857,2422022Assets 2023: $785,212Liabilities 2023: $1Net Assets 2023: $785,2122023Assets 2024: $709,093Liabilities 2024: $0Net Assets 2024: $709,0932024

Highlighted filing

2014

Assets$528,032
Liabilities$1
Net Assets$528,032
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $100,638Expenses 2011: $30,571Net Income 2011: $70,0672011Revenue 2012: $31,623Expenses 2012: $126,364Net Income 2012: -$94,7412012Revenue 2013: $14,637Expenses 2013: $15,246Net Income 2013: -$6092013Revenue 2014: $19,377Expenses 2014: $7,958Net Income 2014: $11,4192014Revenue 2015: $14,126Expenses 2015: $8,408Net Income 2015: $5,7182015Revenue 2016: $512,821Expenses 2016: $47,539Net Income 2016: $465,2822016Revenue 2017: $17,683Expenses 2017: $136,894Net Income 2017: -$119,2112017Revenue 2018: $123,700Expenses 2018: $158,389Net Income 2018: -$34,6892018Revenue 2019: $70,997Expenses 2019: $117,113Net Income 2019: -$46,1162019Revenue 2020: $213,228Expenses 2020: $144,573Net Income 2020: $68,6552020Revenue 2021: $67,649Expenses 2021: $129,045Net Income 2021: -$61,3962021Revenue 2022: $180,964Expenses 2022: $120,825Net Income 2022: $60,1392022Revenue 2023: $56,622Expenses 2023: $128,652Net Income 2023: -$72,0302023Revenue 2024: $110,733Expenses 2024: $186,852Net Income 2024: -$76,1192024

Highlighted filing

2014

Revenue$19,377
Expenses$7,958
Net Income$11,419
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MANNVice Pres-$0--
DUWAYNE CARLPresident-$0--
JOHN F SUBYSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
B & D Foundation Inc
EIN
39-1915677
Phone
6082733100
Address
2901 W BELTLINE HIGHWAY, ROOM/SUITE 201, MADISON, WI 53713

Signing Officer

Name
Duwayne Carl
Title
Officer
Phone
6082733100
Signed
2015-05-05

Preparer

Firm
John F Suby and Associates Sc
Address
2901 W BELTLINE HIGHWAY STE 201, MADISON, WI 53713
Preparer
John F Suby CPA
Phone
6082733100
Raw XML AppendixShowing 400 of 425 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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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011419
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0118195
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04791
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04791
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09248
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07958
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07958
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07958
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07958
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019377
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07958
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07958
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011419
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0528032
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0516613
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0528032
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt035527
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt035527
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt035527
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt035570
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt043
IRS990PF/DistributableAmountGrp/TotalTaxAmt043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt028
IRS990PF/FMVAssetsEOYAmt0752303
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0516613
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0528032
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt016042
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016043
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016043
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0426339
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0370973
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0595244
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt074232
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0141016
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0141016
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0516613
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0528032
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0752303
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0516613
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0528032
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0516613
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0528032
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0722239
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0105485
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0616754
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010834
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035570
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0711405
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0722239
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY MANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DUWAYNE CARL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN F SUBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0104 HILLTOP DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19143 PINNACLE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22901 WEST BELTLINE HWY SUITE 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEENAH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054956
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134113
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253713
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt049456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt049478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt08200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0119658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt023788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020861
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt021627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.069519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.012800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.200910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.039482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0711405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0640615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0595581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0602498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0495558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0413482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.347593
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN F SUBY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02901 WEST BELTLINE HWY STE 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MADISON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053713
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082733100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DUWAYNE CARL
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt035527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt036525
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt035527
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0998
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0998
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0998
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036525
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROVIDENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07958
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07958
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DUWAYNE CARL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$528,032
Liabilities
$1
Net assets
$528,032
Revenue
$19,377
Expenses
$7,958
Net income
$11,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$1.11$1.87$0.76
2023Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.57$1.29$0.72
2022Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$1.81$1.21$0.60
2021Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.68$1.29$0.61
2020Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$2.13$1.45$0.69
2019Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.71$1.17$0.46
2018Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$1.24$1.58$0.35
2017Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.18$1.37$1.19
2016Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$5.13$0.48$4.65
2015Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.14$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.19$0.08$0.11
2013Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.15$0.15$0.01
2012Summary only. Only limited summary data is available for this year.$5.17$0.00$0.32$1.26$0.95
2011Summary only. Only limited summary data is available for this year.$6.12$0.00$1.01$0.31$0.70