Civic Intelligence

John K Schuster Trust 000010847400

990PF • Fiscal year 2012 • EIN 39-6035821

Jun 01, 2011 to May 31, 2012 • Filed on Oct 12, 2012

C/O US Bank Na P O Box 790053707-7900
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

94th percentile

$4,271

Higher top officer pay than 94% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

46th percentile

-1.0%

Faster asset growth than 46% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$235,791

Down $2,372 (-1.0%) from 2011

Net Assets

Down

$235,791

Down $2,372 (-1.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$18,445

Up $2,123 (+13%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $246,517Liabilities 2010: $0Net Assets 2010: $246,5172010Assets 2011: $238,163Liabilities 2011: $0Net Assets 2011: $238,1632011Assets 2012: $235,791Liabilities 2012: $0Net Assets 2012: $235,7912012Assets 2013: $303,521Liabilities 2013: $0Net Assets 2013: $303,5212013

Highlighted filing

2012

Assets$235,791
Liabilities$0
Net Assets$235,791

Operations Trend

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

$20K$15K$10K$5.0K$0Expenses 2010: $15,9262010Expenses 2011: $16,3222011Expenses 2012: $18,4452012Expenses 2013: $18,4362013

Highlighted filing

2012

Revenue-
Expenses$18,445
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Oct 12, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$4,271-$4,271
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST LAWRENCE SEMINARYFOR SCHOLARSHIPSPUBLIC CHARITYMOUNT CALVARY, WI, US$13,131
Filing and Contact Details

Filer

EIN
39-6035821
Raw XML AppendixShowing 400 of 472 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0750
AccountingFeesSchedule/AccountingFees/Category0U.S. BANK, TAX PREP FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0750
InvestmentsOtherSchedule2/InvestmentsOther/BookValue05789
InvestmentsOtherSchedule2/InvestmentsOther/BookValue111540
InvestmentsOtherSchedule2/InvestmentsOther/BookValue24613
InvestmentsOtherSchedule2/InvestmentsOther/BookValue310734
InvestmentsOtherSchedule2/InvestmentsOther/BookValue47353
InvestmentsOtherSchedule2/InvestmentsOther/BookValue58937
InvestmentsOtherSchedule2/InvestmentsOther/BookValue64876
InvestmentsOtherSchedule2/InvestmentsOther/BookValue720583
InvestmentsOtherSchedule2/InvestmentsOther/BookValue813067
InvestmentsOtherSchedule2/InvestmentsOther/BookValue95002
InvestmentsOtherSchedule2/InvestmentsOther/BookValue107376
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1123155
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1210130
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1322185
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1410935
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1520261
InvestmentsOtherSchedule2/InvestmentsOther/BookValue168683
InvestmentsOtherSchedule2/InvestmentsOther/BookValue177960
InvestmentsOtherSchedule2/InvestmentsOther/BookValue188683
InvestmentsOtherSchedule2/InvestmentsOther/BookValue197844
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2011447
InvestmentsOtherSchedule2/InvestmentsOther/BookValue21810
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0NUVEEN LARGE CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1NUVEEN GLOBAL INFRASTRUCTURE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2NUVEEN SM CAP GRWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3NUVEEN CORE BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4AMERN CENTURY INTL BD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5NUVEEN HIGH INC BD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6NUVEEN INTERMEDIATE BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7T ROWE PRICE GRWTH STK #40
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8T ROWE PRICE MID CAP GRWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9T ROWE PRICE SM CAP VAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10T ROWE PRICE MIDCAP VAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11SCOUT INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12INV BALANCE RISK COMM STR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13NUVEEN QUANT ENHANCED CORE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14CREDIT SUISSE RET
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15ABERDEEN FDS EMRGN MKT INST
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16AMERICAN CENT EQUITY INCOME
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17BLACKROCK CAPITAL APPREC BR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18LAUDUS INTL MARKETMASTERS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19NUVEEN REAL ESTATE SECURIT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem20SPDR DJ WILSHIRE INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21T ROWE PRICE INTL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV05496
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV111079
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV28016
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV313301
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV47769
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV511014
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV65772
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV734090
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV814646
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV97689
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1010549
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1121721
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV129483
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1327706
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV149591
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1519078
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV168487
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV177593
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV188192
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1911037
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2010930
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV21792
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV14AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV15AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV16AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV17AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV18AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV19AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV20AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV21AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount05489
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount010583
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount016072
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA016072
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm010620
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0427
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03844
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss04271
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps013131
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss013131
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm05452
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss05489
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2373
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0127930
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss010583
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome012027
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0201
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0293
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps014308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04045
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss018445
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome016072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses016072
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01177
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04045
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05314
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0238164
IRS990PF/BalanceSheets/CapitalStockEOY0235791
IRS990PF/BalanceSheets/InvestmentsOtherBOY0237189
IRS990PF/BalanceSheets/InvestmentsOtherEOY0231963
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0264031
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0975
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY03828
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV03828
IRS990PF/BalanceSheets/TotalAssetsBOY0238164
IRS990PF/BalanceSheets/TotalAssetsEOY0235791
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0267859
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0238164
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0235791
IRS990PF/BalanceSheets/TotalNetAssetsBOY0238164
IRS990PF/BalanceSheets/TotalNetAssetsEOY0235791
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome010620
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis02859
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis126053
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2770
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis38078
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis410589
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis553919
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis63861
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis81734
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis9695
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10855
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis112246
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis122932
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis132508
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72010-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92012-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102009-05-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112010-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122012-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0333.574 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11714.905 EATON VANCE LARGE CAP VAL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset289.366 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3753.383 NUVEEN CORE PLUS BOND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41143.344 NUVEEN INTERMEDIATE TERM B CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset56001.452 NUVEEN INTL SELECT FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6282.082 TEMPLETON INSTL EMERGING MKT SER ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset724.481 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8102.505 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset932.386 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1091.296 NUVEEN CORE PLUS BOND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11127.656 NUVEEN QUANTITATIVE ENHD CR EQTY FDI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12325.081 NUVEEN GLOBAL INFRASTR FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13155.192 ROWE T PRICE MID-CAP VALUE FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss217
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3722
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss41576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-2367
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-767
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss71
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-38
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10206
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-107
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13903
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1416
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses217
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3722
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses41576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-2367
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-767
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses71
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-38
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10206
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-107
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13903
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice02625
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice131400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2787
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice38800
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice412165
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice551552
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice63094
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice7212
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice82081
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice9657
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice101061
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice112775
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice122825
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice133411
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2373
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0235791
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0238164
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0235791
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted013826
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj013826
IRS990PF/DistributableAmount/DistributableAmountBeforeDed013826
IRS990PF/DistributableAmount/MinimumInvestmentReturn014067
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0241
IRS990PF/DistributableAmount/TotalTax0241
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment076
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0241
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0241
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0241
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0165
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments076
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0267859
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0285614
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02830
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0282784
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04284
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn014067
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0281330
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0285614
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation04271
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10111 N MAIN ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0OSHKOSH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode054901
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct016835
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets016715
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.059414
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.046161
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.050137
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.064404
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.047061
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.089306
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0281330
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10286064
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20264275
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30267934
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40367309
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50365162
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0120
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions014308
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1013205
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2013250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3017256
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4017286
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5032611
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.297069
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions014308
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions014308
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions014308
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber011
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09204244282
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10111 N MAIN ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0OSHKOSH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode054901
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0true
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount013131
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FOR SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST LAWRENCE SEMINARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10301 CHURCH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MOUNT CALVARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings