Civic Intelligence

G N and Edna Mcdavid Dental Education Trust

990PF • Fiscal year 2023 • EIN 43-6192984

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 04, 2024

PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

10th percentile

-75%

Higher net margin than 10% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$16,190

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 43.6% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

25%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,099,464

Down $42,813 (-3.7%) from 2022

Net Assets

Down

$1,099,464

Down $42,813 (-3.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$37,145

Up $7,334 (+25%) from 2022

Expenses

Down

$65,066

Down $23,507 (-27%) from 2022

Net Income

Up

-$27,921

Up $30,841 (+52%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,776,896Liabilities 2011: $02011Assets 2012: $2,481,049Liabilities 2012: $02012Assets 2013: $2,119,946Liabilities 2013: $02013Assets 2014: $1,708,031Liabilities 2014: $02014Assets 2015: $1,606,953Liabilities 2015: $02015Assets 2016: $1,532,814Liabilities 2016: $0Net Assets 2016: $1,532,8142016Assets 2017: $1,469,610Liabilities 2017: $0Net Assets 2017: $1,469,6102017Assets 2018: $1,394,322Liabilities 2018: $0Net Assets 2018: $1,394,3222018Assets 2019: $1,334,856Liabilities 2019: $0Net Assets 2019: $1,334,8562019Assets 2020: $1,261,006Liabilities 2020: $0Net Assets 2020: $1,261,0062020Assets 2021: $1,201,039Liabilities 2021: $0Net Assets 2021: $1,201,0392021Assets 2022: $1,142,277Liabilities 2022: $0Net Assets 2022: $1,142,2772022Assets 2023: $1,099,464Liabilities 2023: $0Net Assets 2023: $1,099,4642023Assets 2024: $1,065,791Liabilities 2024: $0Net Assets 2024: $1,065,7912024

Highlighted filing

2023

Assets$1,099,464
Liabilities$0
Net Assets$1,099,464

Operations Trend

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

$500K$0-$500KRevenue 2011: $93,399Expenses 2011: $174,000Net Income 2011: -$80,6012011Revenue 2012: $87,066Expenses 2012: $376,509Net Income 2012: -$289,4432012Revenue 2013: $64,870Expenses 2013: $425,638Net Income 2013: -$360,7682013Revenue 2014: $57,331Expenses 2014: $465,053Net Income 2014: -$407,7222014Revenue 2015: $45,528Expenses 2015: $128,173Net Income 2015: -$82,6452015Revenue 2016: $42,502Expenses 2016: $116,644Net Income 2016: -$74,1422016Revenue 2017: $42,850Expenses 2017: $105,862Net Income 2017: -$63,0122017Revenue 2018: $30,018Expenses 2018: $105,421Net Income 2018: -$75,4032018Revenue 2019: $40,564Expenses 2019: $100,029Net Income 2019: -$59,4652019Revenue 2020: $33,117Expenses 2020: $99,187Net Income 2020: -$66,0702020Revenue 2021: $35,241Expenses 2021: $95,209Net Income 2021: -$59,9682021Revenue 2022: $29,811Expenses 2022: $88,573Net Income 2022: -$58,7622022Revenue 2023: $37,145Expenses 2023: $65,066Net Income 2023: -$27,9212023Revenue 2024: $32,113Expenses 2024: $65,928Net Income 2024: -$33,8152024

Highlighted filing

2023

Revenue$37,145
Expenses$65,066
Net Income-$27,921
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 4, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$16,190-$16,190
Filing and Contact Details

Filer

Filer Name
Mcdavid Dental Educational Tr
EIN
43-6192984
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2024-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML AppendixShowing 400 of 402 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/Amt09060
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09060
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0037833BU3 APPLE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1166764AH3 CHEVRON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2149123CC3 CATERPILLAR INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm322160KAL9 COSTCO WHOLESALE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm457636QAB0 MASTERCARD INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm505565QDA3 BP CAPITAL MARKETS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm612189LAT8 BURLINGTN NORTH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7585055BS4 MEDTRONIC INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8822582BD3 SHELL INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm924422EUE7 JOHN DEERE MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1094974BGH7 WELLS FARGO MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1168389XBC8 ORACLE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12912810EQ7 U S TREASURY BD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13808513AM7 CHARLES SCHWAB CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14828807DC8 SIMON PROPERTY GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1546625HRV4 JP MORGAN CHASE CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16828807CV7 SIMON PROPERTY GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1742824CAW9 HP ENTERPRISE CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18458140CE8 INTEL CORP SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19501044DC2 KROGER CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2089115A2H4 TORONTO DOMINION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21902494BJ1 TYSON FOOD INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt051773
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150468
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt250946
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt351212
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt449901
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt551457
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt652608
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt752954
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt854000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt951764
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1050837
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1149584
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1249360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1349662
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1448803
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1548788
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1648295
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt049627
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt149481
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt249729
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt349371
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt449016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt549241
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt648874
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt748529
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt848445
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt947902
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1047629
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1148841
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1249766
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1350834
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1448698
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1549995
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1649027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt052750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1135381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0994116QU8 OLVERA MELISSA 2.04%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt187245P668 TIAA CREF INFLATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2024932154 AMERICAN CENTURY HIG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287226 ISHARES CORE U.S. AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287457 ISHARES 1 3 YEAR TRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt048961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1121581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt038925
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1903
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0123
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037145
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037145
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09060
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09060
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01619
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt014571
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt016190
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt039482
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt039482
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt038925
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt038925
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-27921
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0195544
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1903
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024477
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt065066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037145
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014571
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025584
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11995-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt198734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt230688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt317608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-2398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt230334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt315210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc050000. APPLE INC 2.850% 2/23/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100000. U S TREASURY BD 6.250% 8/15/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2374. ISHARES 1 3 YEAR TREASURY BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31458.339 TIAA CREF INFLATION LNKD BD FD ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1903
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-27921
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014892
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01114356
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01142277
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01099464
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt052480
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt052480
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt052480
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt052820
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0340
IRS990PF/DistributableAmountGrp/TotalTaxAmt0340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0324
IRS990PF/FMVAssetsEOYAmt01054468
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01142277
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01099464
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0766655
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0862412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0835005
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0382
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0218
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0218
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0251178
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0188131
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0170542
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0124062
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt048703
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt048703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01142277
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01099464
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01054468
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01142277
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01099464
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01142277
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01099464
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01072480
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0109200
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0963280
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016087
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt052820
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01056393
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01072480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016190
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 0634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532010634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt050177
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt050177
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
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/TransactionsFailToQlfyAsExcInd0false
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/AddressLine1Txt0PO BOX 387
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063166
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03144182657
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt119741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF MISSOURIKANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAINT LOUIS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04825 TROOST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 N GRAND BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039482
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/AppliedToCurrentYearAmt050177
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02303
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016443
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02303
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014590
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016443
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013247
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012438
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050177
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071744
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt074047
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0382
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1000000000 MISCELLANEOUS ENTRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1218
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1218
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0142
OtherDecreasesSchedule/OtherDecreasesDetail/Amt114750
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CY PURCHASE OF ACCRUED INTEREST
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STUDENT LOAN WRITE OFFS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0123
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0123
TaxesSchedule/TaxesDetail/Amt0318
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03144182643
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCDAVID DENTAL EDUCATIONAL TR
ReturnHeader/Filer/BusinessNameControlTxt0MCDA
ReturnHeader/Filer/EIN0436192984
ReturnHeader/Filer/PhoneNum03144182643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-05T15:01:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.03$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.09$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.04$0.10$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.03$0.10$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.04$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.03$0.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.04$0.11$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.04$0.12$0.07
2015Summary only. Only limited summary data is available for this year.$1.61$0.00$0.05$0.13$0.08
2014Summary only. Only limited summary data is available for this year.$1.71$0.00$0.06$0.47$0.41
2013Summary only. Only limited summary data is available for this year.$2.12$0.00$0.06$0.43$0.36
2012Summary only. Only limited summary data is available for this year.$2.48$0.00$0.09$0.38$0.29
2011Summary only. Only limited summary data is available for this year.$2.78$0.00$0.09$0.17$0.08