Civic Intelligence

Margaret B Gilfillan Charitable Tr

990 • Fiscal year 2020 • EIN 81-6101376

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 807-3902

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$19,930

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

37th percentile

1.5%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

3.0%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,458,533

Up $20,916 (+1.5%) from 2019

Net Assets

Up

$1,458,533

Up $20,916 (+1.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$147,069

Up $4,266 (+3.0%) from 2019

Expenses

Up

$124,898

Up $24,668 (+25%) from 2019

Net Income

Down

$22,171

Down $20,402 (-48%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,363,726Liabilities 2011: $0Net Assets 2011: $1,363,7262011Assets 2012: $1,332,615Liabilities 2012: $0Net Assets 2012: $1,332,6152012Assets 2013: $1,331,855Liabilities 2013: $0Net Assets 2013: $1,331,8552013Assets 2014: $1,392,303Liabilities 2014: $0Net Assets 2014: $1,392,3032014Assets 2015: $1,413,220Liabilities 2015: $0Net Assets 2015: $1,413,2202015Assets 2016: $1,370,471Liabilities 2016: $0Net Assets 2016: $1,370,4712016Assets 2017: $1,376,568Liabilities 2017: $0Net Assets 2017: $1,376,5682017Assets 2018: $1,395,044Liabilities 2018: $0Net Assets 2018: $1,395,0442018Assets 2019: $1,437,617Liabilities 2019: $0Net Assets 2019: $1,437,6172019Assets 2020: $1,458,533Liabilities 2020: $0Net Assets 2020: $1,458,5332020Assets 2021: $1,496,076Liabilities 2021: $0Net Assets 2021: $1,496,0762021Assets 2022: $1,530,048Liabilities 2022: $0Net Assets 2022: $1,530,0482022Assets 2023: $1,424,776Liabilities 2023: $0Net Assets 2023: $1,424,7762023Assets 2024: $1,401,081Liabilities 2024: $0Net Assets 2024: $1,401,0812024

Highlighted filing

2020

Assets$1,458,533
Liabilities$0
Net Assets$1,458,533

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2011: $183,0832011Expenses 2012: $121,8812012Revenue 2013: $90,936Expenses 2013: $91,696Net Income 2013: -$7602013Revenue 2014: $139,594Expenses 2014: $92,517Net Income 2014: $47,0772014Revenue 2015: $96,438Expenses 2015: $62,587Net Income 2015: $33,8512015Revenue 2016: $66,514Expenses 2016: $109,265Net Income 2016: -$42,7512016Revenue 2017: $101,828Expenses 2017: $95,731Net Income 2017: $6,0972017Revenue 2018: $130,618Expenses 2018: $112,146Net Income 2018: $18,4722018Revenue 2019: $142,803Expenses 2019: $100,230Net Income 2019: $42,5732019Revenue 2020: $147,069Expenses 2020: $124,898Net Income 2020: $22,1712020Revenue 2021: $142,868Expenses 2021: $104,830Net Income 2021: $38,0382021Revenue 2022: $152,780Expenses 2022: $119,556Net Income 2022: $33,2242022Revenue 2023: $28,501Expenses 2023: $132,018Net Income 2023: -$103,5172023Revenue 2024: $109,512Expenses 2024: $132,815Net Income 2024: -$23,3032024

Highlighted filing

2020

Revenue$147,069
Expenses$124,898
Net Income$22,171
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Gross Receipts
$519,917
Mission and Program Overview

Mission

To provide support for the historical society of upper st. Clair, pa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,437,617$1,458,533▲ $20,916
Investments Other Securities-$1,401,052-
Investments in Publicly Traded Securities$1,367,442--
Savings and Temporary Cash Investments$70,175$57,481▼ $12,694
Total Assets$1,437,617$1,458,533▲ $20,916
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,437,617$1,458,533▲ $20,916
Total Liabilities and Net Assets / Fund Balance$1,437,617$1,458,533▲ $20,916
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$19,930$19,930
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$147,069
Other Revenue
$0
Change in Net Assets
$22,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,191
Salaries, Compensation, and Employee Benefits$19,930
Other Expenses$777
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$104,191--$104,191
Current Officers, Directors, Trustees, and Key Employees-$19,930-$19,930
All Other Expenses-$777-$777
Total Functional Expenses$104,191$20,707$0$124,898
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Historical Society of Upper St Clair PaPittsburgh, PA501(c)(3)Maintain Property Located in Upper St Clair, Pa$104,191
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

The gilfillan, margaret b char trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

The gilfillan, margaret b char trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Pnc bank as sole trustee of the gilfillan, margaret b char trust prepares the tax returns for this trust thus form 990 is prepared by the governing body

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy

Form 990, Page 6, Part VI, Line 18

Form 990 and related financial statements are made available through request and from guidestar.org

Form 990, Page 6, Part VI, Line 19

Form 990 and related financial statements are made available through request and from guidestar.org. The governing documents and conflict of interest policy are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Gilfillan Margaret B Char Trust
EIN
81-6101376
Phone
4128073902
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4128073902
Signed
2021-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angelina Lowers
Formed
2001
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Page 6, Part XI, Line 9

4.00 - rounding for sales and adjustment

Explanation for Form 990, Part XI, Line 9

$(1,259) - 2020 transactions posted to 20214.00 - rounding for sales and adjustment

Raw XML Appendix340 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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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01401052
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Gilfillan, Margaret B. Charitable Trust is a trust fund that disburses funds to qualifying charitable organization as directed by the trust's governing instrument to be used as decreed by the instrument.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trustee holds regular meetings with the supported organization to better understand its needs. Further, the supported organization is provided with the annual statements that contains the investments, income and expense activities of the supporting organization for the given tax year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The sole purpose of this trust is to produce income in order to meet the needs of its supported organization. It does this by holding and investing assets placed in the trust by its grantor. All the net income is disbursed to the supported organization, which is then used to fulfill the exempt purposes of the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Form 990, Schedule A, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Form 990, Schedule A, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Form 990, Schedule A, Section E, Line 2a
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF UPPER ST CLAIR
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MAINTAIN PROPERTY LOCATED IN UPPER ST CLAIR, PA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF UPPER ST CLAIR PA
IRS990ScheduleI/RecipientTable/RecipientEIN0251832381
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02016 BLAIRMONT DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PITTSBURGH
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GILFILLIAN, MARGARET B CHAR TRUST IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt04.00 - ROUNDING FOR SALES AND ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GILFILLAN, MARGARET B CHAR TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GILFILLAN, MARGARET B CHAR TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PNC BANK AS SOLE TRUSTEE OF THE GILFILLAN, MARGARET B CHAR TRUST PREPARES THE TAX RETURNS FOR THIS TRUST THUS FORM 990 IS PREPARED BY THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7$(1,259) - 2020 TRANSACTIONS POSTED TO 20214.00 - ROUNDING FOR SALES AND ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF UPPER ST CLAIR PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251832381
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SUPPORT FOR THE HISTORICAL SOCIETY OF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02016 BLAIRMONT DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PITTSBURGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd015241
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0104191
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF UPPER ST CLAIR PA
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01437617
IRS990/TotalAssetsEOYAmt01458533
IRS990/TotalAssetsGrp/BOYAmt01437617
IRS990/TotalAssetsGrp/EOYAmt01458533
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020707
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0104191
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124898
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01437617
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01458533
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0104191
IRS990/TotalReportableCompFromOrgAmt019930
IRS990/TotalRevenueGrp/ExclusionAmt0147069
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0147069
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01437617
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01458533
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015212
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04128073902
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GILFILLAN MARGARET B CHAR TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GILF
ReturnHeader/Filer/EIN0816101376
ReturnHeader/Filer/PhoneNum04128073902
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum08445222059
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB J ZEHNDER
ReturnHeader/ReturnTs02021-04-29T22:00:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.03$0.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.15$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.15$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.14$0.10$0.04
2018Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.13$0.11$0.02
2017Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.10$0.10$0.01
2016Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.07$0.11$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.14$0.09$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.09$0.09$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$0.18