Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No valid filing value is available for this score.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
-
No earlier filing loaded for comparison.
Net Assets
-
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
-
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS1041ScheduleD/DisposeInvestmentQOFInd | 0 | false |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt | 0 | 13044 |
| IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt | 0 | 13044 |
| IRS1041ScheduleD/NetSTCapitalGainOrLossAmt | 0 | 13044 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt | 0 | 13044 |
| IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt | 0 | 13044 |
| IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt | 0 | 4683 |
| IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt | 0 | 13044 |
| IRS1041ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt | 0 | 17727 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 0 | 2020-05-05 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 1 | 2020-05-05 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 2 | 2020-05-12 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 3 | 2020-05-12 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 4 | 2020-05-12 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 5 | 2020-05-12 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 6 | 2020-05-12 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 7 | 2020-05-12 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 8 | 2020-05-27 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 9 | 2020-05-27 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 10 | 2020-05-27 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 11 | 2020-05-27 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 12 | 2020-05-27 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 13 | 2020-05-27 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 14 | 2020-05-27 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 15 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 16 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 17 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 18 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 19 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 20 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 21 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 22 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 23 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 24 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 25 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 26 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 27 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 28 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 29 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 30 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 31 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 32 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 33 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 34 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 35 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 36 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 37 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 38 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 39 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt | 40 | 2020-07-08 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 0 | 746 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 1 | 427 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 2 | 66 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 3 | 24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 4 | 74 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 5 | 170 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 6 | 265 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 7 | 27 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 8 | 3 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 9 | 420 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 10 | 1658 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 11 | 198 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 12 | 17 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 13 | 149 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 14 | 9 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 15 | 423 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 16 | 7 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 0 | -746 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 1 | -427 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 2 | -66 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 3 | -24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 4 | -74 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 5 | 581 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 6 | 419 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 7 | 3419 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 8 | 401 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 9 | 242 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 10 | -170 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 11 | -265 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 12 | -27 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 13 | -3 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 14 | -420 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 15 | -1658 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 16 | 252 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 17 | 204 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 18 | 1699 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 19 | 240 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 20 | 1108 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 21 | 1132 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 22 | 488 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 23 | 261 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 24 | 149 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 25 | 2250 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 26 | 545 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 27 | 914 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 28 | 144 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 29 | 141 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 30 | 845 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 31 | 1477 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 32 | 150 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 33 | 666 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 34 | -198 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 35 | -17 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 36 | -149 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 37 | -9 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 38 | -423 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 39 | -7 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 0 | 581 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 1 | 419 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 2 | 3419 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 3 | 401 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 4 | 242 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 5 | 252 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 6 | 204 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 7 | 1699 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 8 | 240 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 9 | 1108 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 10 | 1132 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 11 | 488 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 12 | 261 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 13 | 149 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 14 | 2250 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 15 | 545 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 16 | 914 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 17 | 144 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 18 | 141 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 19 | 845 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 20 | 1477 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 21 | 150 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 22 | 666 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 0 | 1715 SH. UBTI ON SALE OF CRESTWOOD E |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 1 | 1000 SH. UBTI ON SALE OF CRESTWOOD E |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 2 | 1475 SH. UBTI ON SALE OF DCP MIDSTRE |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 3 | 500 SH. UBTI ON SALE OF DCP MIDSTREA |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 4 | 1500 SH. UBTI ON SALE OF DCP MIDSTRE |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 5 | 685 SH. UBTI ON SALE OF DCP MIDSTREA |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 6 | 500 SH. UBTI ON SALE OF DCP MIDSTREA |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 7 | 2700 SH. UBTI ON SALE OF DCP MIDSTRE |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 8 | 4770 SH. UBTI ON SALE OF ENABLE MIDS |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 9 | 5000 SH. UBTI ON SALE OF ENABLE MIDS |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 10 | 1800 SH. UBTI ON SALE OF ENABLE MIDS |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 11 | 2900 SH. UBTI ON SALE OF ENABLE MIDS |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 12 | 300 SH. UBTI ON SALE OF ENABLE MIDST |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 13 | 25 SH. UBTI ON SALE OF ENABLE MIDSTR |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 14 | 4975 SH. UBTI ON SALE OF ENABLE MIDS |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 15 | 4500 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 16 | 604 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 17 | 500 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 18 | 4246 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 19 | 500 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 20 | 2400 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 21 | 2500 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 22 | 1100 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 23 | 600 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 24 | 350 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 25 | 5139 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 26 | 1098 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 27 | 2100 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 28 | 1 SH. UBTI ON SALE OF NGL ENERGY PAR |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 29 | 300 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 30 | 300 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 31 | 1830 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 32 | 3262 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 33 | 300 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 34 | 1500 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 35 | 3016 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 36 | 301 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 37 | 3105 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 38 | 200 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 39 | 10798 SH. UBTI ON SALE OF NGL ENERGY |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 40 | 200 SH. UBTI ON SALE OF NGL ENERGY P |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 0 | 2020-05-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 1 | 2020-05-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 2 | 2020-05-13 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 3 | 2020-05-13 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 4 | 2020-05-13 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 5 | 2020-05-21 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 6 | 2020-05-21 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 7 | 2020-05-27 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 8 | 2020-05-28 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 9 | 2020-05-28 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 10 | 2020-06-01 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 11 | 2020-06-01 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 12 | 2020-06-01 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 13 | 2020-06-01 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 14 | 2020-06-01 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 15 | 2020-07-15 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 16 | 2020-07-24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 17 | 2020-07-24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 18 | 2020-07-24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 19 | 2020-07-24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 20 | 2020-07-24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 21 | 2020-07-24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 22 | 2020-07-24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 23 | 2020-07-24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 24 | 2020-07-24 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 25 | 2020-08-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 26 | 2020-08-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 27 | 2020-08-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 28 | 2020-08-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 29 | 2020-08-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 30 | 2020-08-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 31 | 2020-08-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 32 | 2020-08-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 33 | 2020-08-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 34 | 2020-08-11 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 35 | 2020-08-17 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 36 | 2020-08-17 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 37 | 2020-08-17 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 38 | 2020-08-17 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 39 | 2020-08-17 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/SoldOrDisposedDt | 40 | 2020-08-17 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt | 0 | 4683 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt | 0 | 13044 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt | 0 | 17727 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd | 0 | X |
| IRS990T/BalanceDueAmt | 0 | 3221 |
| IRS990T/BooksInCareOfDetail/PersonNm | 0 | TD AMERITRADE CLEARING CUSTODIAN |
| IRS990T/BooksInCareOfDetail/PhoneNum | 0 | 8006693900 |
| IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 200 S 108TH AVE |
| IRS990T/BooksInCareOfDetail/USAddress/CityNm | 0 | OMAHA |
| IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NE |
| IRS990T/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 68154 |
| IRS990T/ChangeInMethodOfAccountingInd | 0 | false |
| IRS990T/ForeignAccountsQuestionInd | 0 | false |
| IRS990T/ForeignTrustQuestionInd | 0 | false |
| IRS990T/Form2220AttachedInd | 0 | X |
| IRS990T/Form990TScheduleAAttachedCnt | 0 | 1 |
| IRS990T/OrganizationOtherTrustIndGrp/OrganizationOtherTrustInd | 0 | X |
| IRS990T/OrganizationOtherTrustIndGrp/OtherTrustTypeCd | 0 | IRA |
| IRS990T/ProvChangeMethodOfAcctDescInd | 0 | false |
| IRS990TScheduleA/CapitalGainNetIncomeAmt | 0 | 13044 |
| IRS990TScheduleA/PrincipalBusinessActivityCd | 0 | 900099 |
| IRS990TScheduleA/Section263ARulesApplyInd | 0 | false |
| IRS990TScheduleA/SequenceReferenceNum | 0 | 1 |
| IRS990TScheduleA/SequenceTotalNum | 0 | 1 |
| IRS990TScheduleA/TotalOrdinaryGainLossAmt | 0 | 3100 |
| IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt | 0 | -1658 |
| IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt | 0 | 14486 |
| IRS990TScheduleA/TotUnrltTrdBusIncmAmt | 0 | 14486 |
| IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt | 0 | 0 |
| IRS990TScheduleA/TradeOrBusinessDesc | 0 | INVESTMENT IN PARTNERSHIPS |
| IRS990TScheduleA/UBIBeforeNOLDedAmt | 0 | 14486 |
| IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt | 0 | 14486 |
| IRS990T/Section199ADeductionAmt | 0 | 288 |
| IRS990T/Section408eInd | 0 | X |
| IRS990T/SpecificDeductionAmt | 0 | 1000 |
| IRS990T/SubsidiaryCorporationInd | 0 | false |
| IRS990T/TaxableTrustAmt | 0 | 3221 |
| IRS990T/TaxLessCreditsAmt | 0 | 3221 |
| IRS990T/TaxRateScheduleInd | 0 | X |
| IRS990T/TotalDeductionAmt | 0 | 1288 |
| IRS990T/TotalTaxAmt | 0 | 3221 |
| IRS990T/TotalTaxComputationAmt | 0 | 3221 |
| IRS990T/TotalUBTIAmt | 0 | 13198 |
| IRS990T/TotalUBTIBeforeNOLSpecificAmt | 0 | 14486 |
| IRS990T/TotalUBTIBeforeSection199AAmt | 0 | 14486 |
| IRS990T/TotalUBTIComputedAmt | 0 | 14486 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/BuildTS | 0 | 2022-03-31 18:45:55Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BECKY GROVES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | MANAGING DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-07-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | DAVID JON O'BRIEN ROLLOVER IRA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DAVI |
| ReturnHeader/Filer/EIN | 0 | 901705091 |
| ReturnHeader/Filer/InCareOfNm | 0 | % TD AMERITRADE |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 200 S 108TH AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | OMAHA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NE |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 68154 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 134008324 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PRICEWATERHOUSECOOPERS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 600 GRANT STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 152192777 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4123556000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-07-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH J CASTRIANO |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2021-07-10T10:54:49-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990T |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
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Displayed year
2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2020Facts available. Structured filing facts are available, but richer extracted sections are limited. | ||||||