Civic Intelligence

Charles M Harrington Tr U/W Par 15 Item 2 3611-2

990PF • Fiscal year 2013 • EIN 41-6151783

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 18, 2014

P O Box 64713 Trust Tax Services55164-0713

(651) 466-8040

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

31st percentile

-6.1%

Higher net margin than 31% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

79th percentile

$3,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 77.2% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$64,632

Down $194 (-0.3%) from 2012

Net Assets

$64,555

No earlier filing loaded for comparison.

Liabilities

Up

$77

Up $76 (+7600%) from 2012

Revenue

Up

$4,535

Up $1,406 (+45%) from 2012

Expenses

Down

$4,813

Down $1,071 (-18%) from 2012

Net Income

Up

-$278

Up $2,477 (+90%) from 2012

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $66,197Liabilities 2010: $0Net Assets 2010: $66,1972010Assets 2011: $67,580Liabilities 2011: $0Net Assets 2011: $67,5802011Assets 2012: $64,826Liabilities 2012: $12012Assets 2013: $64,632Liabilities 2013: $77Net Assets 2013: $64,5552013Assets 2014: $65,448Liabilities 2014: $0Net Assets 2014: $65,4482014Assets 2015: $62,933Liabilities 2015: $0Net Assets 2015: $62,9332015Assets 2017: $53,251Liabilities 2017: $0Net Assets 2017: $53,2512017Assets 2018: $48,858Liabilities 2018: $0Net Assets 2018: $48,8582018Assets 2019: $45,259Liabilities 2019: $0Net Assets 2019: $45,2592019Assets 2020: $40,544Liabilities 2020: $0Net Assets 2020: $40,5442020Assets 2021: $56,675Liabilities 2021: $0Net Assets 2021: $56,6752021Assets 2022: $49,932Liabilities 2022: $0Net Assets 2022: $49,9322022Assets 2023: $46,091Liabilities 2023: $0Net Assets 2023: $46,0912023Assets 2024: $41,912Liabilities 2024: $0Net Assets 2024: $41,9122024

Highlighted filing

2013

Assets$64,632
Liabilities$77
Net Assets$64,555

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2010: $4,1542010Expenses 2011: $9,7402011Revenue 2012: $3,129Expenses 2012: $5,884Net Income 2012: -$2,7552012Revenue 2013: $4,535Expenses 2013: $4,813Net Income 2013: -$2782013Revenue 2014: $7,141Expenses 2014: $6,242Net Income 2014: $8992014Revenue 2015: $2,126Expenses 2015: $4,575Net Income 2015: -$2,4492015Revenue 2017: $1,800Expenses 2017: $6,583Net Income 2017: -$4,7832017Revenue 2018: $2,196Expenses 2018: $6,587Net Income 2018: -$4,3912018Revenue 2019: $2,992Expenses 2019: $6,584Net Income 2019: -$3,5922019Revenue 2020: $1,858Expenses 2020: $6,573Net Income 2020: -$4,7152020Revenue 2021: $22,696Expenses 2021: $6,568Net Income 2021: $16,1282021Revenue 2022: $301Expenses 2022: $7,039Net Income 2022: -$6,7382022Revenue 2023: $1,081Expenses 2023: $4,923Net Income 2023: -$3,8422023Revenue 2024: $1,130Expenses 2024: $5,302Net Income 2024: -$4,1722024

Highlighted filing

2013

Revenue$4,535
Expenses$4,813
Net Income-$278
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 18, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATIONAL ASSOCIATIONCorp Trustee-$3,500-$3,500
Filing and Contact Details

Filer

EIN
41-6151783
Phone
6514668040

Signing Officer

Name
Karen Bassett
Title
Corp. Trustee
Phone
6514668040
Signed
2014-04-18
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-47
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt183225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc075.178 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112.241 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc245.288 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc375.26 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4293.313 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5139.112 PIMCO TOTAL RETURN FUND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6117.919 RIVERPARK WEDGEWOOD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc720.76 T ROWE PRICE MID CAP VALUE FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc871. SPDR DJ WILSHIRE INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc925.876 VANGUARD EQUITY INCOME ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1048.076 AMERICAN CENT SMALL CAP VALU INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc118.51 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1218.762 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1367.079 NUVEEN FUNDS CORE BD FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14169.284 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1571.792 PIMCO TOTAL RETURN FUND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1631.426 RIVERPARK WEDGEWOOD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1710.323 T ROWE PRICE MID CAP VALUE FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18290.76 TURNER SPECTRUM FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1914.236 VANGUARD EQUITY INCOME ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc203.278 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc216.823 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2264.353 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2317.847 RIVERPARK WEDGEWOOD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202013-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212013-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222013-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232013-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02994
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-278
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt064555
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt064826
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt064555
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03410
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03410
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03410
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03452
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt042
IRS990PF/DistributableAmountGrp/TotalTaxAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016
IRS990PF/FMVAssetsEOYAmt071341
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt085747
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt085747
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt052
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0126
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0126
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt015045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015718
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt014682
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt048372
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt045873
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt053618
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0308
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt035
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt035
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt077
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-20921
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-21192
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01049
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02880
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02880
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt064826
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt064632
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt071341
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt077
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt064826
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt064632
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt064826
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt064555
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt070093
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02327
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt067766
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01051
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03452
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt069042
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt070093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK NATIONAL ASSOCIATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CORP TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10101 EAST 5TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0ST PAUL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode055101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt07195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.096672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.030198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt069042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt067143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt074427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt070997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt062429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt078599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.254877
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02416
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$0.00$41.9$1.13$5.30$4.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.1$0.00$46.1$1.08$4.92$3.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.9$0.00$49.9$0.30$7.04$6.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.7$0.00$56.7$22.7$6.57$16.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.5$0.00$40.5$1.86$6.57$4.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.3$0.00$45.3$2.99$6.58$3.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.9$0.00$48.9$2.20$6.59$4.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.3$0.00$53.3$1.80$6.58$4.78
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.9$0.00$62.9$2.13$4.58$2.45
2014Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$7.14$6.24$0.90
2013Detailed filing. Detailed filing data is available for this year.$64.6$0.08$64.6$4.54$4.81$0.28
2012Summary only. Only limited summary data is available for this year.$64.8$0.00$3.13$5.88$2.76
2011Detailed filing. Detailed filing data is available for this year.$67.6$0.00$67.6$9.74
2010Detailed filing. Detailed filing data is available for this year.$66.2$0.00$66.2$4.15
Peer Organizations

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