Civic Intelligence

Univest Foundation

990 • Fiscal year 2012 • EIN 01-0702102

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 07, 2012

Organization ProfileWWW.UNIVESTFOUNDATION.ORG
PO Box 6419718964
Siviq Scores

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

Liabilities / Assets

69th percentile

0.45x

Higher debt load relative to assets than 69% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

78th percentile

12%

Faster asset growth than 78% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$6,845,318

Up $740,807 (+12%) from 2011

Net Assets

Up

$3,743,650

Up $462,382 (+14%) from 2011

Liabilities

Up

$3,101,668

Up $278,425 (+9.9%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$777,099

Down $205,236 (-21%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,104,511Liabilities 2011: $2,823,243Net Assets 2011: $3,281,2682011Assets 2012: $6,845,318Liabilities 2012: $3,101,668Net Assets 2012: $3,743,6502012Assets 2013: $10,326,897Liabilities 2013: $4,607,790Net Assets 2013: $5,719,1072013Assets 2014: $12,172,813Liabilities 2014: $5,196,300Net Assets 2014: $6,976,5132014Assets 2015: $12,194,609Liabilities 2015: $4,303,889Net Assets 2015: $7,890,7202015Assets 2016: $10,532,299Liabilities 2016: $4,423,591Net Assets 2016: $6,108,7082016Assets 2017: $11,452,870Liabilities 2017: $4,796,314Net Assets 2017: $6,656,5562017Assets 2018: $11,694,819Liabilities 2018: $4,996,245Net Assets 2018: $6,698,5742018Assets 2019: $11,396,494Liabilities 2019: $4,904,301Net Assets 2019: $6,492,1932019Assets 2020: $11,914,126Liabilities 2020: $5,163,144Net Assets 2020: $6,750,9822020Assets 2021: $14,999,985Liabilities 2021: $6,552,050Net Assets 2021: $8,447,9352021Assets 2022: $12,472,061Liabilities 2022: $5,422,925Net Assets 2022: $7,049,1362022Assets 2023: $12,683,154Liabilities 2023: $5,278,853Net Assets 2023: $7,404,3012023Assets 2024: $13,209,373Liabilities 2024: $5,350,767Net Assets 2024: $7,858,6062024Assets 2025: $13,849,388Liabilities 2025: $5,548,738Net Assets 2025: $8,300,6502025

Highlighted filing

2012

Assets$6,845,318
Liabilities$3,101,668
Net Assets$3,743,650
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $982,3352011Expenses 2012: $777,0992012Revenue 2013: $2,537,915Expenses 2013: $1,009,843Net Income 2013: $1,528,0722013Revenue 2014: $2,714,029Expenses 2014: $1,910,070Net Income 2014: $803,9592014Revenue 2015: $2,865,624Expenses 2015: $1,972,325Net Income 2015: $893,2992015Revenue 2016: $2,003,878Expenses 2016: $3,515,043Net Income 2016: -$1,511,1652016Revenue 2017: $2,270,963Expenses 2017: $2,094,461Net Income 2017: $176,5022017Revenue 2018: $1,994,516Expenses 2018: $1,762,445Net Income 2018: $232,0712018Revenue 2019: $1,174,278Expenses 2019: $1,411,787Net Income 2019: -$237,5092019Revenue 2020: $1,851,575Expenses 2020: $1,310,716Net Income 2020: $540,8592020Revenue 2021: $2,567,153Expenses 2021: $2,630,581Net Income 2021: -$63,4282021Revenue 2022: $1,064,806Expenses 2022: $1,052,330Net Income 2022: $12,4762022Revenue 2023: $1,380,386Expenses 2023: $1,109,899Net Income 2023: $270,4872023Revenue 2024: $1,082,775Expenses 2024: $1,170,036Net Income 2024: -$87,2612024Revenue 2025: $1,502,022Expenses 2025: $1,405,284Net Income 2025: $96,7382025

Highlighted filing

2012

Revenue-
Expenses$777,099
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 7, 2012
Return Version
2011v1.2
Gross Receipts
$1,909,931
Mission and Program Overview

Mission

Foster charitable giving by assisting donors build donor-directed endowments for the long-term support of the causes recommended by donors which qualify as being charitable under section 501(c)(3) or other qualified organizations.

Filing and Contact Details

Filer

EIN
01-0702102
Raw XML AppendixShowing 400 of 429 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE AUDITED FINANCIAL STATEMENTS STATE THAT MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE A RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1UNREALIZED GAIN/LOSS DONOR ADVISED -42,047. UNREALIZED GAIN/LOSS UF CGA -19,900. TOTAL TO SCHEDULE D, PART XI, LINE 8: -61,947.
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IRS990ScheduleO/GeneralExplanation/Explanation0THERE ARE NO SUBCOMMITTEE'S DEALING WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation1THE EXECUTIVE DIRECTOR AND CHAIRPERSON WILL REVIEW THE 990 WITH THE CPA BEFORE IT IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON UNDERSTANDS THE CONFLICTS OF INTEREST POLICY AND AGREES TO COMPLY WITH THE POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION WILL MAKE AVAILABLE ITS GOVERNING DOCUMENTS BY SENDING A PDF COPY UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4UNREALIZED GAIN/LOSS DONOR ADVISED -42,047. UNREALIZED GAIN/LOSS UF CGA -19,900. TOTAL TO FORM 990, PART XI, LINE 5: -61,947.
IRS990ScheduleO/GeneralExplanation/Explanation5THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 2C.
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IRS990/TotalFunctionalExpenses/ManagementAndGeneral019293
IRS990/TotalFunctionalExpenses/ProgramServices0753352
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Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,845,318
Liabilities
$3,101,668
Net assets
$3,743,650
Revenue
-
Expenses
$777,099
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.8$5.55$8.30$1.50$1.41$0.10
2024Detailed filing. Detailed filing data is available for this year.$13.2$5.35$7.86$1.08$1.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$12.7$5.28$7.40$1.38$1.11$0.27
2022Detailed filing. Detailed filing data is available for this year.$12.5$5.42$7.05$1.06$1.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$15.0$6.55$8.45$2.57$2.63$0.06
2020Detailed filing. Detailed filing data is available for this year.$11.9$5.16$6.75$1.85$1.31$0.54
2019Detailed filing. Detailed filing data is available for this year.$11.4$4.90$6.49$1.17$1.41$0.24
2018Detailed filing. Detailed filing data is available for this year.$11.7$5.00$6.70$1.99$1.76$0.23
2017Detailed filing. Detailed filing data is available for this year.$11.5$4.80$6.66$2.27$2.09$0.18
2016Detailed filing. Detailed filing data is available for this year.$10.5$4.42$6.11$2.00$3.52$1.51
2015Detailed filing. Detailed filing data is available for this year.$12.2$4.30$7.89$2.87$1.97$0.89
2014Detailed filing. Detailed filing data is available for this year.$12.2$5.20$6.98$2.71$1.91$0.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$4.61$5.72$2.54$1.01$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$3.10$3.74$0.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$2.82$3.28$0.98