Civic Intelligence

A G & Rosalee W Ireland Scholarship Fund Trust UW

990PF • Fiscal year 2018 • EIN 42-6346940

Nov 01, 2017 to Oct 31, 2018 • Filed on Jan 04, 2019

Organization Profile
601 Pierce StreetSioux City, IA 51101

(712) 277-6600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

20th percentile

-16%

Higher net margin than 20% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$650

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

44th percentile

-1.1%

Faster asset growth than 44% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$160,225

Down $1,834 (-1.1%) from 2017

Net Assets

Down

$160,225

Down $1,834 (-1.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin20th percentile

Revenue

Up

$12,036

Up $2,512 (+26%) from 2017

Expenses

Up

$13,985

Up $1,051 (+8.1%) from 2017

Net Income

Up

-$1,949

Up $1,461 (+43%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$200K$150K$100K$50K$0Assets 2011: $180,323Liabilities 2011: $02011Assets 2012: $172,357Liabilities 2012: $02012Assets 2013: $181,197Liabilities 2013: $02013Assets 2014: $175,234Liabilities 2014: $02014Assets 2015: $172,917Liabilities 2015: $0Net Assets 2015: $172,9172015Assets 2016: $165,372Liabilities 2016: $0Net Assets 2016: $165,3722016Assets 2017: $162,059Liabilities 2017: $0Net Assets 2017: $162,0592017Assets 2018: $160,225Liabilities 2018: $0Net Assets 2018: $160,2252018Assets 2019: $154,811Liabilities 2019: $0Net Assets 2019: $154,8112019Assets 2020: $151,735Liabilities 2020: $0Net Assets 2020: $151,7352020Assets 2021: $154,353Liabilities 2021: $0Net Assets 2021: $154,3532021Assets 2022: $143,590Liabilities 2022: $0Net Assets 2022: $143,5902022Assets 2023: $139,241Liabilities 2023: $0Net Assets 2023: $139,2412023Assets 2024: $131,690Liabilities 2024: $0Net Assets 2024: $131,6902024Assets 2025: $125,539Liabilities 2025: $0Net Assets 2025: $125,5392025

Highlighted filing

2018

Assets$160,225
Liabilities$0
Net Assets$160,225
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $22,594Expenses 2011: $13,908Net Income 2011: $8,6862011Revenue 2012: $6,414Expenses 2012: $14,343Net Income 2012: -$7,9292012Revenue 2013: $23,417Expenses 2013: $14,727Net Income 2013: $8,6902013Revenue 2014: $8,471Expenses 2014: $14,269Net Income 2014: -$5,7982014Revenue 2015: $10,517Expenses 2015: $13,496Net Income 2015: -$2,9792015Revenue 2016: $8,056Expenses 2016: $15,611Net Income 2016: -$7,5552016Revenue 2017: $9,524Expenses 2017: $12,934Net Income 2017: -$3,4102017Revenue 2018: $12,036Expenses 2018: $13,985Net Income 2018: -$1,9492018Revenue 2019: $8,837Expenses 2019: $14,482Net Income 2019: -$5,6452019Revenue 2020: $11,118Expenses 2020: $14,209Net Income 2020: -$3,0912020Revenue 2021: $13,789Expenses 2021: $11,153Net Income 2021: $2,6362021Revenue 2022: $7,500Expenses 2022: $18,019Net Income 2022: -$10,5192022Revenue 2023: $8,134Expenses 2023: $12,402Net Income 2023: -$4,2682023Revenue 2024: $7,595Expenses 2024: $15,133Net Income 2024: -$7,5382024Revenue 2025: $8,969Expenses 2025: $15,077Net Income 2025: -$6,1082025

Highlighted filing

2018

Revenue$12,036
Expenses$13,985
Net Income-$1,949
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Jan 4, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$650-$650
Filing and Contact Details

Filer

Filer Name
Ag & Rosalee Ireland Trust
EIN
42-6346940
Phone
7122776600
Address
601 PIERCE STREET, SIOUX CITY, IA 51101

Signing Officer

Name
Pam Magnuson
Title
Trustee
Phone
7122776600
Signed
2019-01-04
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Rise & Company LLP
Address
1000 W 29th Street Suite 218, South Sioux City, NE 68776
Preparer
Scott B Bieber
Phone
4024945320
Raw XML Appendix287 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/AccountingFeesDetail/Amt0505
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0NICHOLS, RISE & COMPNAY TAX PREP
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0505
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $2,040 AS BEING MADE OUT OF CORPUS.
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt028788
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt027295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt076796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt224374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CORPORATE SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - DOMESTIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MUTUAL FUNDS - INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt073155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt139798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt224449
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04720
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012036
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09500
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1949
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0800
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07748
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02299
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt031712
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07316
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1949
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0269
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0384
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0160494
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0160225
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08782
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08782
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08782
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08859
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt077
IRS990PF/DistributableAmountGrp/TotalTaxAmt077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0112
IRS990PF/FMVAssetsEOYAmt0168295
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0162059
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03782
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0147430
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03483
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02698
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08859
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0177172
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0SECURITY NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09433
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED LISTING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt07470
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01312
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01312
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02040
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02040
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09510
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02040
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01312
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt02040
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RHINEHART LAW PC LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0800
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0800
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0269
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RIC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ADMIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0277
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1107
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RIC
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF CAPITAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02299
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECURITY NATIONAL BANK INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02299
TaxesSchedule/TaxesDetail/Amt034
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt2112
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt110-31-17 FED TAX
TaxesSchedule/TaxesDetail/CategoryTxt217-18 FED TAX ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt034
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM MAGNUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122776600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AG & ROSALEE IRELAND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AG&R
ReturnHeader/Filer/EIN0426346940
ReturnHeader/Filer/PhoneNum07122776600
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 PIERCE STREET
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB80F265253E050D7C2AAF39962E0C127CF1C52D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF3BFBFFD5E94ED43D1DDB66CBE9F79C1487CC81
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.30.185.81
ReturnHeader/FilingSecurityInformation/IPDt02019-01-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm006:40:00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rise & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 W 29th Street Suite 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Sioux City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068776
ReturnHeader/PreparerPersonGrp/PhoneNum04024945320
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT B BIEBER
ReturnHeader/ReturnTs02019-01-04T06:40:07-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,225
Liabilities
$0
Net assets
$160,225
Revenue
$12,036
Expenses
$13,985
Net income
-$1,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.09$0.15$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08$0.15$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.08$0.18$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.14$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.11$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.14$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12$0.14$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.08$0.16$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.11$0.13$0.03
2014Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.14$0.06
2013Summary only. Only limited summary data is available for this year.$1.81$0.00$0.23$0.15$0.09
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$0.06$0.14$0.08
2011Summary only. Only limited summary data is available for this year.$1.80$0.00$0.23$0.14$0.09