Civic Intelligence

Charles & Mildred Peterson Charitable Foundation

990PF • Fiscal year 2016 • EIN 42-1519623

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
Attn Tim Petersen 2602 Browning DrLake Orion, MI 48360

(641) 648-4261

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-77%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$224,824

Up $20,504 (+10%) from 2015

Net Assets

Up

$224,824

Up $20,504 (+10%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Down

$23,618

Down $77,865 (-77%) from 2015

Expenses

Down

$3,052

Down $158,225 (-98%) from 2015

Net Income

Up

$20,566

Up $80,360 (+134%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$1.0M$500K$0Assets 2011: $361,539Liabilities 2011: $02011Assets 2012: $316,411Liabilities 2012: $02012Assets 2013: $296,896Liabilities 2013: $02013Assets 2014: $263,964Liabilities 2014: $02014Assets 2015: $204,320Liabilities 2015: $0Net Assets 2015: $204,3202015Assets 2016: $224,824Liabilities 2016: $0Net Assets 2016: $224,8242016Assets 2017: $983,194Liabilities 2017: $0Net Assets 2017: $983,1942017Assets 2018: $982,004Liabilities 2018: $0Net Assets 2018: $982,0042018Assets 2019: $531,845Liabilities 2019: $0Net Assets 2019: $531,8452019Assets 2020: $373,543Liabilities 2020: $0Net Assets 2020: $373,5432020Assets 2021: $334,699Liabilities 2021: $0Net Assets 2021: $334,6992021Assets 2022: $323,775Liabilities 2022: $0Net Assets 2022: $323,7752022Assets 2023: $329,021Liabilities 2023: $0Net Assets 2023: $329,0212023

Highlighted filing

2016

Assets$224,824
Liabilities$0
Net Assets$224,824
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $21,596Expenses 2011: $16,015Net Income 2011: $5,5812011Revenue 2012: $45,942Expenses 2012: $91,031Net Income 2012: -$45,0892012Revenue 2013: $25,238Expenses 2013: $44,747Net Income 2013: -$19,5092013Revenue 2014: $25,378Expenses 2014: $58,286Net Income 2014: -$32,9082014Revenue 2015: $101,483Expenses 2015: $161,277Net Income 2015: -$59,7942015Revenue 2016: $23,618Expenses 2016: $3,052Net Income 2016: $20,5662016Revenue 2017: $484,455Expenses 2017: $41,434Net Income 2017: $443,0212017Revenue 2018: $37,644Expenses 2018: $38,834Net Income 2018: -$1,1902018Revenue 2019: $77,044Expenses 2019: $527,203Net Income 2019: -$450,1592019Revenue 2020: $10,670Expenses 2020: $168,972Net Income 2020: -$158,3022020Revenue 2021: $6,786Expenses 2021: $45,630Net Income 2021: -$38,8442021Revenue 2022: $6,446Expenses 2022: $17,370Net Income 2022: -$10,9242022Revenue 2023: $11,146Expenses 2023: $5,900Net Income 2023: $5,2462023

Highlighted filing

2016

Revenue$23,618
Expenses$3,052
Net Income$20,566
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILDRED L PETERSENDirector-$0--
PAMELA A TUDORDirector-$0--
TIM K PETERSENDirector-$0--
BARBARA L GIDELDirector-$0--
CARLA L HOLTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charles & Mildred Petersen Charitable
EIN
42-1519623
Phone
6416484261
Address
ATTN TIM PETERSEN 2602 BROWNING DR, LAKE ORION, MI 48360

Signing Officer

Name
Tim K Petersen
Title
Director
Phone
6416484261
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
400 LOCUST ST STE 640, DES MOINES, IA 50309-2354
Preparer
Heather Byers
Phone
5155586600
Raw XML Appendix356 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0197121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0516327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
IRS990PF/AddressChangeInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt062
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0224886
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0178
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MILDRED L PETERSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAMELA A TUDOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIM K PETERSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BARBARA L GIDEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CARLA L HOLT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06529 TWIN LAKES ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12961 SACRAMENTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22602 BROWNING DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32579 WEST TWIN LAKES ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41710 HIDDEN VALLEY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCKWELL CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4IOWA FALLS
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL D HOLT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0615 RAILROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IOWA FALLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050126
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06416484261
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/ContributingManagerNm0MILDRED L PETERSEN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt0487
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0132874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt063822
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023953
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0217278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0132874
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016563
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039869
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0487
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0217278
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0241231
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MILDRED PETERSEN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06529 TWIN LAKES ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ROCKWELL CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd050579
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt057
OtherDecreasesSchedule/OtherDecreasesDetail/Amt15
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUST COST OF STOCK TO ACTUAL - NO INCOME IMPACT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PENALTY ON 2015 EXCISE TAX DUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRAVEL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0887
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0887
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt0509
TaxesSchedule/TaxesDetail/Amt1520
TaxesSchedule/TaxesDetail/CategoryTxt02015 EXCISE TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM K PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06416484261
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES & MILDRED PETERSEN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0421519623
ReturnHeader/Filer/PhoneNum06416484261
ReturnHeader/Filer/USAddress/AddressLine1Txt0ATTN TIM PETERSEN 2602 BROWNING DR
ReturnHeader/Filer/USAddress/CityNm0LAKE ORION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048360
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B75A8AAEFB44128EC8C45A368A4AB871B8BF3CCC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00D1FE7557D27B5C82E04C6EF1767DB2A2FDD8F8E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.188
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:14:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 LOCUST ST STE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503092354
ReturnHeader/PreparerPersonGrp/PhoneNum05155586600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER BYERS
ReturnHeader/ReturnTs02017-05-15T12:46:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,824
Liabilities
$0
Net assets
$224,824
Revenue
$23,618
Expenses
$3,052
Net income
$20,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.11$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.06$0.17$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.07$0.46$0.39
2020Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.11$1.69$1.58
2019Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.77$5.27$4.50
2018Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$0.38$0.39$0.01
2017Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$4.84$0.41$4.43
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.24$0.03$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$1.01$1.61$0.60
2014Summary only. Only limited summary data is available for this year.$2.64$0.00$0.25$0.58$0.33
2013Summary only. Only limited summary data is available for this year.$2.97$0.00$0.25$0.45$0.20
2012Summary only. Only limited summary data is available for this year.$3.16$0.00$0.46$0.91$0.45
2011Summary only. Only limited summary data is available for this year.$3.62$0.00$0.22$0.16$0.06