Civic Intelligence

Albert J Lenhoff Test Trust 58000990

990PF • Fiscal year 2011 • EIN 47-6158501

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 13, 2012

Organization Profile
P O Box 64713 Trust Tax Services55164-0713
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

96th percentile

$5,985

Higher top officer pay than 96% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$71,320

No earlier filing loaded for comparison.

Net Assets

$71,320

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$9,184

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2011: $71,320Liabilities 2011: $0Net Assets 2011: $71,3202011Assets 2012: $58,162Liabilities 2012: $0Net Assets 2012: $58,1622012Assets 2013: $783,215Liabilities 2013: $517Net Assets 2013: $782,6982013Assets 2014: $739,708Liabilities 2014: $461Net Assets 2014: $739,2472014Assets 2015: $729,019Liabilities 2015: $0Net Assets 2015: $729,0192015Assets 2016: $698,133Liabilities 2016: $0Net Assets 2016: $698,1332016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2011

Assets$71,320
Liabilities$0
Net Assets$71,320
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $9,1842011Expenses 2012: $35,7472012Revenue 2013: $762,332Expenses 2013: $37,796Net Income 2013: $724,5362013Revenue 2014: $15,597Expenses 2014: $59,048Net Income 2014: -$43,4512014Revenue 2015: $35,955Expenses 2015: $46,125Net Income 2015: -$10,1702015Revenue 2016: $14,139Expenses 2016: $44,981Net Income 2016: -$30,8422016Revenue 2017: $8,286Expenses 2017: $705,772Net Income 2017: -$697,4862017

Highlighted filing

2011

Revenue-
Expenses$9,184
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 13, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$5,985-$5,985
Filing and Contact Details

Filer

EIN
47-6158501
Raw XML AppendixShowing 400 of 493 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
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0572
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1273
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue21273
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue31275
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue4291
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue5466
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0586
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1255
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV21278
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV31273
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV4251
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV5427
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AMER CENTURY INTL BD FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1NUVEEN INFLATION PRO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2FIRST AMER HIGH INCOME BD FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3CREDIT SUISSE COMM RET ST CO
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4NUVEEN CORE BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5NUVEEN INTERM TERM BD FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6INV BALANCE RISK COMM
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7T ROWE PRICE INTL BD FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0341
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1699
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2783
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3168
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue41044
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5559
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6783
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue71048
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8391
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue91048
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10469
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0371
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1649
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2843
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3169
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV41085
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6798
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7943
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8394
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV91007
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10414
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0FIRST AMER LARGE CAP GWTH OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1FIRST AMER MID CAP GWTH OPP FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2FIRST AMER MID CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3FIRST AMER SMALL CAP GWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4FIRST AMERICAN SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5NUVEEN REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6FIRST AMER INTL SELECT FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7FIRST AMER EQUITY INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8FIRST AMER INVT FDS INC QUANT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9TEMPLETON INSL EMERGING MKT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10ABERDEEN FDS EMRGN MKT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11AMER CENTY EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12AMER CENTY SMALL CAP VALU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13BLACKROCK CAPITAL APPREC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14NEUBERGER BERMAN GENESIS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15NUVEEN NWQ LARGE CAP VALU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16NUVEEN TRADEWINDS INTL VAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17T ROWE PRICE MID CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18SCOUT INTL FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19SPDR DJ WILSHIRE INTL
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0180
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0222
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionAmount012652
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionCode016
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount013054
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA013054
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0222
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01497
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm04488
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss05985
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0180
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0180
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses06966
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncm015748
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss015748
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02175
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0222
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome08558
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss012652
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm03039
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss03134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps01497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm07592
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss09184
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome016150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses016150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01497
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm07592
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09184
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY064353
IRS990PF/BalanceSheets/CapitalStockEOY071320
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0877
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY04150
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV04070
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01834
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY07333
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV07253
IRS990PF/BalanceSheets/InvestmentsLandEtcBasis059200
IRS990PF/BalanceSheets/InvestmentsLandEtcBOY059200
IRS990PF/BalanceSheets/InvestmentsLandEtcEOY059200
IRS990PF/BalanceSheets/InvestmentsLandEtcEOYFMV0533160
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY05
IRS990PF/BalanceSheets/OtherAssetsEOY040
IRS990PF/BalanceSheets/OtherAssetsEOYFMV040
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02437
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0597
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0597
IRS990PF/BalanceSheets/TotalAssetsBOY064353
IRS990PF/BalanceSheets/TotalAssetsEOY071320
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0545120
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY064353
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY071320
IRS990PF/BalanceSheets/TotalNetAssetsBOY064353
IRS990PF/BalanceSheets/TotalNetAssetsEOY071320
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0222
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis056
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis219
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis333
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis476
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis534
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis616
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis787
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis890
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis9204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11159
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1244
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13243
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis15214
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1682
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1713
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1827
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1923
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2095
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-09-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-08-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112010-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122010-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142010-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172010-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182010-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202010-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-08-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset04.002 AMERICAN CENTY INTL BOND FUND INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12.51 AMERICAN CENTY INTL BOND FUND INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22.07 NUVEEN SMALL CAP VALUE FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33.222 NUVEEN SMALL CAP VALUE FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset49.835 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset53.946 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6.742 NUVEEN MID CAP VALUE FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset74.414 NUVEEN MID CAP VALUE FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset87.279 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset918.265 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1040.806 NUVEEN INTL SELECT FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1117.419 NUVEEN INTL SELECT FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset122.171 NUVEEN QUANTITATIVE ENHD CR EQTY FDI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1313.464 NUVEEN QUANTITATIVE ENHD CR EQTY FDI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141.918 NUVEEN LARGE CAP GRWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset158.111 NUVEEN LARGE CAP GRWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset162.447 NUVEEN MID CAP GRWTH OPP FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17.349 NUVEEN MID CAP GRWTH OPP FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset181.366 NUVEEN SMALL CAP GWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset191.314 NUVEEN SMALL CAP GWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset206.546 TEMPLETON INSTL EMERGING MKT SER ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss48
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss63
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss819
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss919
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-3
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1128
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss126
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1344
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1418
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss151
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss161
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss174
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses48
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses63
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses819
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses919
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-3
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1128
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses126
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1344
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1418
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses151
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses161
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses174
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice061
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice139
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice222
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice334
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice484
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice534
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice615
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice790
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice889
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice9223
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10366
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1244
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13271
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1461
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice15258
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1714
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1828
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1927
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2082
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses06966
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal071320
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY064353
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY071320
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted026815
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj026815
IRS990PF/DistributableAmount/DistributableAmountBeforeDed026815
IRS990PF/DistributableAmount/MinimumInvestmentReturn026986
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0171
IRS990PF/DistributableAmount/TotalTax0171
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0104
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0171
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0171
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0171
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue067
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0104
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0545120
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0547945
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances08133
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities06652
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08219
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0533160
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn026986
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0539726
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0547945
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition08
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK NATIONAL ASSOCIATION
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation05985
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10525 N 132ND ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0OMAHA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode068154
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct025166
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets025080
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.046468
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.034831
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.075504
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.022342
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.043386
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.056277
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0539726
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10397035
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20392043
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30318776
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40184301
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50181921
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome086
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions01497
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1013829
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2029601
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear307122
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear407996
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5010238
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.23234
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01497
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions01497
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions01497
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04025365184
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101700 FARNAM 2ND FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0OMAHA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode068102
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NE
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,320
Liabilities
$0
Net assets
$71,320
Revenue
-
Expenses
$9,184
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.08$7.06$6.97
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.98$0.00$6.98$0.14$0.45$0.31
2015Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.36$0.46$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.40$0.00$7.39$0.16$0.59$0.43
2013Detailed filing. Detailed filing data is available for this year.$7.83$0.01$7.83$7.62$0.38$7.25
2012Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.36
2011Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.09