Civic Intelligence

Leonard a Good Testamentary Trust

990PF • Fiscal year 2018 • EIN 42-6453227

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization Profile
713 W CherryOgden, IA 50212

(515) 275-2427

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

5th percentile

-74%

Higher net margin than 5% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

21st percentile

$5,500

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

27th percentile

-2.9%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

5.8%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$10,432,804

Down $312,355 (-2.9%) from 2017

Net Assets

Down

$10,432,804

Down $312,355 (-2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin5th percentile

Revenue

Up

$424,228

Up $23,369 (+5.8%) from 2017

Expenses

Up

$736,583

Up $46,048 (+6.7%) from 2017

Net Income

Down

-$312,355

Down $22,679 (-7.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,343,578Liabilities 2011: $02011Assets 2012: $8,051,805Liabilities 2012: $02012Assets 2013: $7,913,113Liabilities 2013: $0Net Assets 2013: $7,913,1132013Assets 2014: $7,813,336Liabilities 2014: $0Net Assets 2014: $7,813,3362014Assets 2015: $11,339,709Liabilities 2015: $0Net Assets 2015: $11,339,7092015Assets 2016: $11,034,835Liabilities 2016: $0Net Assets 2016: $11,034,8352016Assets 2017: $10,745,159Liabilities 2017: $0Net Assets 2017: $10,745,1592017Assets 2018: $10,432,804Liabilities 2018: $0Net Assets 2018: $10,432,8042018Assets 2019: $10,116,343Liabilities 2019: $0Net Assets 2019: $10,116,3432019Assets 2020: $9,583,087Liabilities 2020: $0Net Assets 2020: $9,583,0872020Assets 2021: $9,116,192Liabilities 2021: $0Net Assets 2021: $9,116,1922021Assets 2022: $8,551,298Liabilities 2022: $0Net Assets 2022: $8,551,2982022Assets 2023: $8,161,862Liabilities 2023: $0Net Assets 2023: $8,161,8622023Assets 2024: $7,929,607Liabilities 2024: $0Net Assets 2024: $7,929,6072024

Highlighted filing

2018

Assets$10,432,804
Liabilities$0
Net Assets$10,432,804
Open 2018 Filing

Operations Trend

Revenue Growth55th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $631,268Expenses 2011: $552,158Net Income 2011: $79,1102011Revenue 2012: $491,660Expenses 2012: $783,433Net Income 2012: -$291,7732012Revenue 2013: $459,708Expenses 2013: $598,400Net Income 2013: -$138,6922013Revenue 2014: $445,210Expenses 2014: $544,987Net Income 2014: -$99,7772014Revenue 2015: $4,081,176Expenses 2015: $554,803Net Income 2015: $3,526,3732015Revenue 2016: $430,874Expenses 2016: $735,748Net Income 2016: -$304,8742016Revenue 2017: $400,859Expenses 2017: $690,535Net Income 2017: -$289,6762017Revenue 2018: $424,228Expenses 2018: $736,583Net Income 2018: -$312,3552018Revenue 2019: $415,854Expenses 2019: $732,315Net Income 2019: -$316,4612019Revenue 2020: $132,283Expenses 2020: $665,539Net Income 2020: -$533,2562020Revenue 2021: $236,597Expenses 2021: $703,492Net Income 2021: -$466,8952021Revenue 2022: $122,548Expenses 2022: $687,442Net Income 2022: -$564,8942022Revenue 2023: $373,799Expenses 2023: $763,235Net Income 2023: -$389,4362023Revenue 2024: $339,684Expenses 2024: $571,939Net Income 2024: -$232,2552024

Highlighted filing

2018

Revenue$424,228
Expenses$736,583
Net Income-$312,355
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN MALLICOATTrusteePT$5,500-$5,500
RANDALL C REUTTERTrusteePT$5,200-$5,200
DOUGLAS E NEBBETrusteePT$4,700-$4,700
AL TRELOARTrusteePT$3,800-$3,800
Filing and Contact Details

Filer

Filer Name
Leonard a Good Testamentary Trust
EIN
42-6453227
Phone
5152752427
Address
713 W CHERRY, OGDEN, IA 50212

Signing Officer

Name
Douglas E Nebbe
Title
Trustee
Phone
5152752427
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Henkel & Associates Pc
Address
817 KEELER ST, BOONE, IA 50036
Preparer
Christopher Jacobsen
Phone
5154328636
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0155829
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt033680
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0232630
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0389865
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt034363
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0424228
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07875
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0385748
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt033680
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09600
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt019200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0678416
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0678416
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0155829
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0155829
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0155829
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-312355
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0133980
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0233313
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0233313
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0233313
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt033680
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0382862
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt027228
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01406
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01406
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01406
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03538
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03538
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0390548
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0683216
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt041366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0736583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0424228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0424228
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt041366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058167
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-300
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt033680
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010432804
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0659738
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0659738
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0659738
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0663567
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03829
IRS990PF/DistributableAmountGrp/TotalTaxAmt03829
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03829
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03829
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03829
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010183
IRS990PF/FMVAssetsEOYAmt012794419
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06469801
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06469801
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0137756
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0155101
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0155101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05512495
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05445815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05136769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03998515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04168827
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06839488
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013060
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013060
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013060
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04275358
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03963003
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01083333
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0650001
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0650001
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010745159
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010432804
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012794419
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010745159
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010432804
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010745159
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010432804
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013473444
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01128547
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012344897
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0202102
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0663567
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013271342
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013473444
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt33800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOUGLAS E NEBBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RANDALL C REUTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEAN MALLICOAT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3AL TRELOAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0713 W CHERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1619 WESTWOOD BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2512 SE 2ND ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3702 W DIVISION ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OGDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OGDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3OGDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd150036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd250212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd350212
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0638670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0642499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0643104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0649584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0494722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0520387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0572901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013271342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013203853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt013120549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011934704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt010720565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt010930981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0683216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240619
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0679387
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0683216
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03829
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0683216
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,432,804
Liabilities
$0
Net assets
$10,432,804
Revenue
$424,228
Expenses
$736,583
Net income
-$312,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.34$0.57$0.23
2023Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$0.37$0.76$0.39
2022Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.12$0.69$0.56
2021Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.24$0.70$0.47
2020Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$0.13$0.67$0.53
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.42$0.73$0.32
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.42$0.74$0.31
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.40$0.69$0.29
2016Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.43$0.74$0.30
2015Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$4.08$0.55$3.53
2014Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.45$0.54$0.10
2013Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.46$0.60$0.14
2012Summary only. Only limited summary data is available for this year.$8.05$0.00$0.49$0.78$0.29
2011Summary only. Only limited summary data is available for this year.$8.34$0.00$0.63$0.55$0.08