Civic Intelligence

Naomi & Terrence Thomas Foundation

990PF • Fiscal year 2018 • EIN 86-0939931

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profile
8628 North Skyline DrPhoenix, AZ 85028

(480) 596-6872

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

1st percentile

-1843%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$244,187

Down $131,268 (-35%) from 2015

Net Assets

$244,187

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$12,705

Down $8,539 (-40%) from 2015

Expenses

Up

$246,918

Up $226,248 (+1095%) from 2015

Net Income

Down

-$234,213

Down $234,787 (-40904%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$600K$400K$200K$0Assets 2011: $426,914Liabilities 2011: $0Net Assets 2011: $426,9142011Assets 2012: $396,731Liabilities 2012: $02012Assets 2013: $385,713Liabilities 2013: $0Net Assets 2013: $385,7132013Assets 2014: $374,289Liabilities 2014: $02014Assets 2015: $375,455Liabilities 2015: $02015Assets 2018: $244,187Liabilities 2018: $0Net Assets 2018: $244,1872018Assets 2019: $260,143Liabilities 2019: $4,985Net Assets 2019: $255,1582019Assets 2020: $246,573Liabilities 2020: $134Net Assets 2020: $246,4392020Assets 2021: $259,696Liabilities 2021: $36Net Assets 2021: $259,6602021Assets 2022: $267,657Liabilities 2022: $78Net Assets 2022: $267,5792022Assets 2023: $264,577Liabilities 2023: $0Net Assets 2023: $264,5772023Assets 2024: $298,411Liabilities 2024: $0Net Assets 2024: $298,4112024

Highlighted filing

2018

Assets$244,187
Liabilities$0
Net Assets$244,187
Open 2018 Filing

Operations Trend

Revenue Growth27th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $38,5592011Revenue 2012: $28,823Expenses 2012: $18,852Net Income 2012: $9,9712012Revenue 2013: -$8,615Expenses 2013: $20,917Net Income 2013: -$29,5322013Revenue 2014: -$17,800Expenses 2014: $15,581Net Income 2014: -$33,3812014Revenue 2015: $21,244Expenses 2015: $20,670Net Income 2015: $5742015Revenue 2018: $12,705Expenses 2018: $246,918Net Income 2018: -$234,2132018Revenue 2019: $15,738Expenses 2019: $5,103Net Income 2019: $10,6352019Revenue 2020: $2,379Expenses 2020: $11,072Net Income 2020: -$8,6932020Revenue 2021: $29,084Expenses 2021: $14,459Net Income 2021: $14,6252021Revenue 2022: $17,216Expenses 2022: $5,184Net Income 2022: $12,0322022Revenue 2023: $7,544Expenses 2023: $10,616Net Income 2023: -$3,0722023Revenue 2024: $24,467Expenses 2024: $4,618Net Income 2024: $19,8492024

Highlighted filing

2018

Revenue$12,705
Expenses$246,918
Net Income-$234,213
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY GIBBONSTrustee-$0--
GAIL HIRSCHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Naomi & Terrence Thomas Foundation
EIN
86-0939931
Phone
4805966872
Address
8628 North Skyline Dr, Phoenix, AZ 85028

Signing Officer

Name
Gary Gibbons
Title
Trustee
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
White Nelson Diehl Evans LLP
Address
2875 Michelle Drive Suite 300, Irvine, CA 92606
Preparer
Christina M Wenk CPA
Phone
7149781300
Raw XML AppendixShowing 400 of 550 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0Arizona does not require the foundation furnish them with a copy of the Form 990-PF.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt123969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt142327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt152999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt161396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt174322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt185663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt194422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt202109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt229756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt236288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt242575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt253165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt262159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt277363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2810573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt291933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt306368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt312225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt335005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt349939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt351312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt364920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt374900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt384988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3914992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt404982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt414961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt429786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt439740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4419171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4510182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt465171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABBVIE INC COM (ABBV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AIRCASTLE LIMITED (AYR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AIR LEASE CORP CL A (AL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ANDOVER MINING CORP (AOVTF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4APPLE INC (AAPL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BGC PARTNERS INC CL A (BGCP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BOEING CO (BA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CENTURYLINK INC (CTL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CHEVRON CORP (CVX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CISCO SYS INC (CSCO)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DIGITAL REALTY TRUST INC (DLR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11DUKE ENERGY CORP NEW (DUK)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FORD MOTOR CO NEW (F)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13HLTH CARE SVC GRP (HCSG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14INTEL CORP (INTC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15JPMORGAN CHASE & CO (JPM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16NEWMARK GROUP INC (NMRK)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ONEOK INC (OKE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SOUTHERN COPPER CORP (SCCO)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19VERIZON COMMUNICATIONS (VZ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20WELLS FARGO & CO NEW (WFC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21CONS DISCRET SEL SECT SPDR FD (XLY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22CONS STAPLES SEL SECT SPDR FD (XLP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23DBX ETF TR XTRACK MSCI EURP (DBEU)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ENERGY SEL SECT SPDR FD (XLE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25GLOBAL X SILVER MINERS (SIL)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26HEALTH CARE SEL SECT SPDR FD (XLV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27INDUSTRIAL SEL SEC SPDR FD (XLI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28ISHARES CORE MSCI EAFE ETF (IEFA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29ISHARES CORE MSCI EMERGING (IEMG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30MATERIALS SEL SECT SPDR FD (XLB)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31PROSHARES TR INVT INT RT HG (IGHG)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32PROSHARES TR ULTRASHRT S&P 500 (SDS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33SCHWAB US SMALL-CAP ETF (SCHA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34SELECT SECTOR SPDR TD ETF (XLRE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35SCHWAB EMERGING MARKETS (SCHE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36SCHWAB INTERNATIONAL (SCHF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37SCHWAB US DIVIDEND (SCHD)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38SCHWAB US LARGE CAP ETF (SCHX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39SPROTT PHYSICAL GOLD TRUST (PHYS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40VANECK VECTORS GOLD MINERS E (GDX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41WISDOMTREE TR EMER MKT HIGH FD (DEM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42XTRACKERS MSCI JAPAN HEDGED EQ (DBJP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43ILLINOIS ST GENL OBLIG SER-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44REFUNDING CERTIFICATES OF PART ICIPATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45AZ BRD REGENTS C 1.62%19
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46J P MORGAN CHASE 2.75%20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47SAND CANYON ACCEP 5.9%37
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48US TREASU NT 1.375%02/20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49NEW YORK ST MTG AGY HOMEOWNER MTG REV SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50TOTAL SYS SVCS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51GENERAL ELECTRIC CAPITAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53TOTAL SYSTEM SERVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54ASSURANT INC 4%23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55HUMANA INC 2.625%19
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56CVS HEALTH CORP 2.8%20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57AUTOZONE INC 2.5%21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58MORGAN STANLEY 2.625%21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59BANK OF AMERICA 2.503%22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60WELLS FARGO BK 4.125%23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61CFI CALLABLE STEP-UP COUPON NOTES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62COUNTRYWIDE CAPITAL V 7.00% (CFC.B)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63OOMLT 2007-FXD2 2A1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64ILLINOIS ST BE 4125 19JA01, 01/01/2019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt102811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt153002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt185500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt194008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt202021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2211417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt236068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt242480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt252941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt261843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt276811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt289492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt291907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt306221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt312208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt321814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt334976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt349935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt351122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt364930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt374917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt384930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3914920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt404985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt414954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt429763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt439742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4419211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4510059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt465000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03446
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06234
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03025
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt012705
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012705
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0245150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0245150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03446
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03446
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-234213
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0129037
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03025
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03025
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0519
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0520
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01039
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06234
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0656
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0656
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0245669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0246918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012705
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0519
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01249
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt335770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt47571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt567253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-2212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt333558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt572399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CHARLES SCHWAB ST NON COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CHARLES SCHWAB LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CHARLES SCHWAB LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Wash Sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06400
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-234213
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02470
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0246657
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0480870
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0244187
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013319
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013319
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013319
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013435
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0116
IRS990PF/DistributableAmountGrp/TotalTaxAmt0116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0116
IRS990PF/FMVAssetsEOYAmt0246872
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0240445
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0218902
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0221587
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0480870
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0244187
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0240425
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt025285
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt025285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0480870
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0244187
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0246872
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0480870
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0244187
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0480870
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0244187
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0272798
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt066001
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0206797
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04092
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013435
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0268706
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0272798
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GARY GIBBONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GAIL HIRSCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08628 NORTH SKYLINE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12848 CATALPA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192660
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt017241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt011003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.028078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.02047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.02940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0268706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0478142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0452368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0432440

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$244,187
Liabilities
$0
Net assets
$244,187
Revenue
$12,705
Expenses
$246,918
Net income
-$234,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.24$0.05$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.17$0.05$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.29$0.14$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.46$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.60$0.05$2.55$0.16$0.05$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.13$2.47$2.34
2015Summary only. Only limited summary data is available for this year.$3.75$0.00$0.21$0.21$0.01
2014Summary only. Only limited summary data is available for this year.$3.74$0.00$0.18$0.16$0.33
2013Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.09$0.21$0.30
2012Summary only. Only limited summary data is available for this year.$3.97$0.00$0.29$0.19$0.10
2011Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • <$500k nonprofits