Civic Intelligence

Conling Chen Benevolent Trust

990PF • Fiscal year 2012 • EIN 93-6208669

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 18, 2013

405 Kelse CT95661
Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

61st percentile

5.2%

Faster asset growth than 61% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$166,084

Up $8,270 (+5.2%) from 2011

Net Assets

Up

$164,434

Up $6,620 (+4.2%) from 2011

Liabilities

Up

$1,650

Up $1,650 from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,376

Down $741 (-24%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $199,656Liabilities 2010: $0Net Assets 2010: $199,6562010Assets 2011: $157,814Liabilities 2011: $0Net Assets 2011: $157,8142011Assets 2012: $166,084Liabilities 2012: $1,650Net Assets 2012: $164,4342012Assets 2013: $163,796Liabilities 2013: $95Net Assets 2013: $163,7012013Assets 2014: $183,245Liabilities 2014: $95Net Assets 2014: $183,1502014Assets 2015: $181,358Liabilities 2015: $95Net Assets 2015: $181,2632015Assets 2016: $140,484Liabilities 2016: $95Net Assets 2016: $140,3892016Assets 2017: $141,099Liabilities 2017: $95Net Assets 2017: $141,0042017Assets 2018: $135,823Liabilities 2018: $95Net Assets 2018: $135,7282018Assets 2019: $129,026Liabilities 2019: $95Net Assets 2019: $128,9312019Assets 2020: $129,053Liabilities 2020: $95Net Assets 2020: $128,9582020Assets 2021: $122,545Liabilities 2021: $95Net Assets 2021: $122,4502021Assets 2022: $122,625Liabilities 2022: $0Net Assets 2022: $122,6252022Assets 2023: $125,756Liabilities 2023: $0Net Assets 2023: $125,7562023Assets 2024: $131,220Liabilities 2024: $0Net Assets 2024: $131,2202024

Highlighted filing

2012

Assets$166,084
Liabilities$1,650
Net Assets$164,434

Operations Trend

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

$40K$20K$0-$20K-$40K-$60KExpenses 2010: $1,7132010Expenses 2011: $3,1172011Expenses 2012: $2,3762012Revenue 2013: $517Expenses 2013: $1,250Net Income 2013: -$7332013Revenue 2014: $20,699Expenses 2014: $1,250Net Income 2014: $19,4492014Revenue 2015: $7,351Expenses 2015: $9,238Net Income 2015: -$1,8872015Revenue 2016: -$39,567Expenses 2016: $1,307Net Income 2016: -$40,8742016Revenue 2017: $2,265Expenses 2017: $1,650Net Income 2017: $6152017Revenue 2018: $265Expenses 2018: $5,241Net Income 2018: -$4,9762018Revenue 2019: $325Expenses 2019: $7,122Net Income 2019: -$6,7972019Revenue 2020: $27Expenses 2020: $0Net Income 2020: $272020Revenue 2021: $12Expenses 2021: $6,520Net Income 2021: -$6,5082021Revenue 2022: $175Expenses 2022: $0Net Income 2022: $1752022Revenue 2023: $3,131Expenses 2023: $0Net Income 2023: $3,1312023Revenue 2024: $5,464Expenses 2024: $0Net Income 2024: $5,4642024

Highlighted filing

2012

Revenue-
Expenses$2,376
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 18, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SHIELDSTrusteePT$0--
Filing and Contact Details

Filer

EIN
93-6208669
Raw XML Appendix223 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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0PUBLICLY TRADED SECURITIES
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0557
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome0557
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0209
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome0209
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0766
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0766
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01532
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0557
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0557
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses06620
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0187553
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0209
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0209
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss08117
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm0113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm02376
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm02376
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss02376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0113
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm02376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss02376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses08996
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm02376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02376
IRS990PF/BalanceSheets/AccountsPayableEOY01650
IRS990PF/BalanceSheets/CashBOY03229
IRS990PF/BalanceSheets/CashEOY08483
IRS990PF/BalanceSheets/CashEOYFMV08483
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0149211
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY01000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV01000
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable01000
IRS990PF/BalanceSheets/RetainedEarningsBOY0157814
IRS990PF/BalanceSheets/RetainedEarningsEOY0164434
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY05374
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0156601
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0156601
IRS990PF/BalanceSheets/TotalAssetsBOY0157814
IRS990PF/BalanceSheets/TotalAssetsEOY0166084
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0166084
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY01650
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0157814
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0166084
IRS990PF/BalanceSheets/TotalNetAssetsBOY0157814
IRS990PF/BalanceSheets/TotalNetAssetsEOY0164434
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses06620
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0164434
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0157814
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0164434
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0166084
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES SHIELDS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10405 KELSE CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ROSEVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode095661
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets00
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JAMES SHIELDS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09253480345
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10405 KELSE CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ROSEVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode095661
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0true
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TransferSchedule/AmountInvolved05000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TransferSchedule/DescriptionOfTransfersEtc0INVESTMENT
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TransferSchedule/LineNumber01b(5)
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TransferSchedule/NameOfNoncharitableEO/BusinessNameLine10SEE LOAN RECEIVABLE
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome083
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome130
OtherIncomeSchedule2/OtherIncome/Description0NON-DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncome/Description1MISC INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome083
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome130
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks083
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks130
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue01000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Individual0JAMES GASTON
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote02012-04
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate010
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/MaturityDate02013-04
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan05000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan0INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RelationshipToInsider0NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms0MONTHLY P & I
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome0481
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome1595
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome2120
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome31180
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0481
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1595
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount2120
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount31180
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0CHARLES SCHWAB BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1MISCELLANEOUS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2LEGAL AND ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category3PENALTY
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps20
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps30
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0481
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome1595
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome2120
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome31180
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0936208669
ReturnHeader/Filer/Name/BusinessNameLine10CONLING CHEN BENEVOLENT TRUST
ReturnHeader/Filer/NameControl0CHEN
ReturnHeader/Filer/USAddress/AddressLine10405 KELSE CT
ReturnHeader/Filer/USAddress/City0ROSEVILLE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095661
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-07-18
ReturnHeader/Officer/Name0JAMES M SHIELDS
ReturnHeader/Officer/Phone09253480345
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Dean M Lumbert CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101732 Jefferson St Suite 8
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Napa
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094559
ReturnHeader/Preparer/Name0Dean M Lumbert
ReturnHeader/Preparer/Phone07072551215
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-31T11:56:26-07:00

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.$1.31$0.00$1.31$0.05$0.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.00$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.22$0.00$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.02$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.40$0.01$0.41
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.21$0.01$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.01$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.66$0.02$1.64$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.03
2010Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.02