Civic Intelligence

Montgomery Isabel Testamentary Tru 03727360

990PF • Fiscal year 2018 • EIN 42-6504685

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 22, 2019

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(319) 356-9147

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

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

81st percentile

$5,281

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 28.5% 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

56th percentile

4.4%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$307,892

Down $3,336 (-1.1%) from 2017

Net Assets

Down

$307,892

Down $3,336 (-1.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin19th percentile

Revenue

Up

$18,509

Up $784 (+4.4%) from 2017

Expenses

Up

$21,824

Up $719 (+3.4%) from 2017

Net Income

Up

-$3,315

Up $65 (+1.9%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$400K$300K$200K$100K$0Assets 2010: $328,367Liabilities 2010: $0Net Assets 2010: $328,3672010Assets 2011: $332,579Liabilities 2011: $0Net Assets 2011: $332,5792011Assets 2012: $323,152Liabilities 2012: $0Net Assets 2012: $323,1522012Assets 2013: $342,802Liabilities 2013: $0Net Assets 2013: $342,8022013Assets 2014: $342,693Liabilities 2014: $0Net Assets 2014: $342,6932014Assets 2015: $336,095Liabilities 2015: $0Net Assets 2015: $336,0952015Assets 2016: $314,749Liabilities 2016: $0Net Assets 2016: $314,7492016Assets 2017: $311,228Liabilities 2017: $0Net Assets 2017: $311,2282017Assets 2018: $307,892Liabilities 2018: $0Net Assets 2018: $307,8922018Assets 2019: $296,233Liabilities 2019: $0Net Assets 2019: $296,2332019Assets 2020: $290,503Liabilities 2020: $0Net Assets 2020: $290,5032020Assets 2021: $341,995Liabilities 2021: $0Net Assets 2021: $341,9952021Assets 2022: $315,399Liabilities 2022: $0Net Assets 2022: $315,3992022Assets 2023: $298,279Liabilities 2023: $0Net Assets 2023: $298,2792023Assets 2024: $289,681Liabilities 2024: $0Net Assets 2024: $289,6812024

Highlighted filing

2018

Assets$307,892
Liabilities$0
Net Assets$307,892
Open 2018 Filing

Operations Trend

Revenue Growth56th percentile

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

$100K$50K$0-$50KExpenses 2010: $19,2062010Expenses 2011: $21,5462011Expenses 2012: $22,4542012Revenue 2013: $42,433Expenses 2013: $22,783Net Income 2013: $19,6502013Revenue 2014: $24,091Expenses 2014: $24,192Net Income 2014: -$1012014Revenue 2015: $7,010Expenses 2015: $22,977Net Income 2015: -$15,9672015Revenue 2016: $9,581Expenses 2016: $21,837Net Income 2016: -$12,2562016Revenue 2017: $17,725Expenses 2017: $21,105Net Income 2017: -$3,3802017Revenue 2018: $18,509Expenses 2018: $21,824Net Income 2018: -$3,3152018Revenue 2019: $9,215Expenses 2019: $20,674Net Income 2019: -$11,4592019Revenue 2020: $15,099Expenses 2020: $20,824Net Income 2020: -$5,7252020Revenue 2021: $73,573Expenses 2021: $22,078Net Income 2021: $51,4952021Revenue 2022: -$3,308Expenses 2022: $23,287Net Income 2022: -$26,5952022Revenue 2023: $2,834Expenses 2023: $19,950Net Income 2023: -$17,1162023Revenue 2024: $11,175Expenses 2024: $19,772Net Income 2024: -$8,5972024

Highlighted filing

2018

Revenue$18,509
Expenses$21,824
Net Income-$3,315
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 22, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrusteeFT$5,281-$5,281
Filing and Contact Details

Filer

Filer Name
Montgomery Isabel Testamentary Tru
EIN
42-6504685
Phone
3193569147
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a
Title
Trustee
Phone
3193569147
Signed
2019-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 474 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc127.411 VANGUARD MID CAP INDEX-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc134.322 VANGUARD 500 IDX ADML
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010698
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3315
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt021
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0307913
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0311228
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0307892
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016506
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016506
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016506
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016691
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0185
IRS990PF/DistributableAmountGrp/TotalTaxAmt0185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0185
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0184
IRS990PF/FMVAssetsEOYAmt0316244
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0311228
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0307892
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0357
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0101
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0150688
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0164373
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0161863
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0146219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0130703
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0141565
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0467
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0410
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0410
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04976
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08521
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012305
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0311228
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0307892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0316244
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0311228
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0307892
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0311228
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0307892
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0338913
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0333079
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05084
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016691
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0333829
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0338913
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05281
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0IOWA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd052244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt017923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt017582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt017666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051954
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0333829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0335350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0325798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0344976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0367236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0365090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.249509
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016590
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016590
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016590
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0204 E WASHINGTON ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IOWA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052240
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0U S BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03193569147
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LONGFELLOW ELEMENTARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01130 SEYMOUR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052240
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015312
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/AppliedToCurrentYearAmt01278
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015312
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00

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Filings

Displayed year

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

Open filing
Assets
$307,892
Liabilities
$0
Net assets
$307,892
Revenue
$18,509
Expenses
$21,824
Net income
-$3,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.11$0.20$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.03$0.20$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.03$0.23$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.74$0.22$0.51
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.15$0.21$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.09$0.21$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.19$0.22$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.18$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.10$0.22$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.07$0.23$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.24$0.24$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.42$0.23$0.20
2012Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.19