Civic Intelligence

Leland D & Josephine a Case Charitable Tr Ua 08081986

990PF • Fiscal year 2014 • EIN 86-6330648

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 24, 2015

Organization Profile
3430 E SUNRISE DRIVE No 200Tucson, AZ 85718-3236

(520) 792-1181

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

2nd percentile

-715%

Higher net margin than 2% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-9.8%

Faster asset growth than 27% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$456,594

Down $49,336 (-9.8%) from 2013

Net Assets

Down

$456,594

Down $49,336 (-9.8%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$6,896

Down $939 (-12%) from 2013

Expenses

Down

$56,232

Down $5,571 (-9.0%) from 2013

Net Income

Up

-$49,336

Up $4,632 (+8.6%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2011: $616,254Liabilities 2011: $0Net Assets 2011: $616,2542011Assets 2012: $559,898Liabilities 2012: $12012Assets 2013: $505,930Liabilities 2013: $1Net Assets 2013: $505,9302013Assets 2014: $456,594Liabilities 2014: $1Net Assets 2014: $456,5942014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2014

Assets$456,594
Liabilities$1
Net Assets$456,594
Open 2014 Filing

Operations Trend

Revenue Growth30th percentile

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

$500K$0-$500KExpenses 2011: $73,6752011Revenue 2012: $10,492Expenses 2012: $66,848Net Income 2012: -$56,3562012Revenue 2013: $7,835Expenses 2013: $61,803Net Income 2013: -$53,9682013Revenue 2014: $6,896Expenses 2014: $56,232Net Income 2014: -$49,3362014Revenue 2015: $2,427Expenses 2015: $459,021Net Income 2015: -$456,5942015

Highlighted filing

2014

Revenue$6,896
Expenses$56,232
Net Income-$49,336
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 24, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD DUFFIELDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leland D & Josephine a Case Charitable
EIN
86-6330648
Phone
5207921181
Address
3430 E SUNRISE DRIVE No 200, TUCSON, AZ 85718-3236

Signing Officer

Name
Richard Duffield
Title
Trustee
Phone
5207921181
Signed
2015-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Duffield Adamson & Helenbolt PC
Address
3430 E Sunrise Dr Suite 200, Tucson, AZ 85718-3236
Preparer
Richard Duffield
Phone
5207921181
Raw XML Appendix299 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0258000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0STIFEL - FIXED ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0261199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06893
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06896
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06896
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06893
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06893
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-49336
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01323
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02759
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04082
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03987
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt053323
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt056232
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06896
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01323
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02909
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100,000 COMMUNITY NATIONAL BK WATERLOO IA CD 1.4% 12/19/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49336
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0456594
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0505930
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0456594
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022683
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022683
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022683
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022723
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt040
IRS990PF/DistributableAmountGrp/TotalTaxAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt033
IRS990PF/FMVAssetsEOYAmt0459793
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0559898
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0559898
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt028800
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt028800
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0358000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0258000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0261199
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-53968
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-103304
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0147928
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0169794
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0169794
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0505930
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0456594
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0459793
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0505930
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0456594
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0505930
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0456594
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0461384
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0102141
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0359243
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06921
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022723
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0454463
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0461384
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD DUFFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03430 E SUNRISE DRIVE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0857183236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt052010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt052050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt057864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt063346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt069942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt069942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt084763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.114442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.114203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.113414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.114474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.114474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.115646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0454463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0506678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0558540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0610985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0610985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0732951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt053323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.572211
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt053283
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt053323
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt040
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt053323
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD DUFFIELD TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03430 E SUNRISE DRIVE STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TUCSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0857183236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05207921181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD DUFFIELD TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05207921181
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03430 E SUNRISE DRIVE STE 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TUCSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0857183236
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE A 501(C)(3) ORGANIZATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt052000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BETTERMENT OF MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DAKOTA DISCOVERY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PVT NONPROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MITCHELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd057301
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022683
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt039605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt042311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048571
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048571
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0180723
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035559
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt039605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042311
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053323
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030640
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0229294
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0198654
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0DUFFIELD ADAMSON & HELENBOLT PC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01323
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04082
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02759
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SMITH BARNEY BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD DUFFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05207921181
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LELAND D & JOSEPHINE A CASE CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TR UA 08081986
ReturnHeader/Filer/BusinessNameControlTxt0LELA
ReturnHeader/Filer/EIN0866330648
ReturnHeader/Filer/PhoneNum05207921181
ReturnHeader/Filer/USAddress/AddressLine1Txt03430 E SUNRISE DRIVE No 200
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0857183236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860282538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Duffield Adamson & Helenbolt PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03430 E Sunrise Dr Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0857183236
ReturnHeader/PreparerPersonGrp/PhoneNum05207921181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Duffield
ReturnHeader/ReturnTs02015-02-25T12:14:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$456,594
Liabilities
$1
Net assets
$456,594
Revenue
$6,896
Expenses
$56,232
Net income
-$49,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$4.59$4.57
2014Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.07$0.56$0.49
2013Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.08$0.62$0.54
2012Summary only. Only limited summary data is available for this year.$5.60$0.00$0.10$0.67$0.56
2011Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.74