Civic Intelligence

Francis J & Elizabeth Brisson Macksey Charitable Trust

990PF • Fiscal year 2012 • EIN 01-6180488

Mar 01, 2011 to Feb 29, 2012 • Filed on Jun 25, 2012

C/O Richard Runyon 185 N Broad St13815
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • NTEE T22 • $1M-$5M 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

83rd percentile

$5,662

Higher top officer pay than 83% of similar nonprofits.

2012 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2012

Asset Growth

55th percentile

0.7%

Faster asset growth than 55% of similar nonprofits.

2012 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$2,543,493

Up $18,721 (+0.7%) from 2011

Net Assets

Up

$2,543,493

Up $18,721 (+0.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$129,226

Down $11,750 (-8.3%) 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.

$3.0M$2.0M$1.0M$0Assets 2011: $2,524,772Liabilities 2011: $0Net Assets 2011: $2,524,7722011Assets 2012: $2,543,493Liabilities 2012: $0Net Assets 2012: $2,543,4932012Assets 2013: $2,473,506Liabilities 2013: $0Net Assets 2013: $2,473,5062013Assets 2014: $2,427,314Liabilities 2014: $0Net Assets 2014: $2,427,3142014Assets 2015: $2,407,493Liabilities 2015: $0Net Assets 2015: $2,407,4932015Assets 2016: $2,352,811Liabilities 2016: $0Net Assets 2016: $2,352,8112016Assets 2017: $2,294,010Liabilities 2017: $0Net Assets 2017: $2,294,0102017Assets 2018: $2,246,693Liabilities 2018: $0Net Assets 2018: $2,246,6932018Assets 2019: $2,279,759Liabilities 2019: $0Net Assets 2019: $2,279,7592019Assets 2020: $2,286,195Liabilities 2020: $0Net Assets 2020: $2,286,1952020Assets 2021: $2,296,546Liabilities 2021: $0Net Assets 2021: $2,296,5462021Assets 2022: $2,381,186Liabilities 2022: $0Net Assets 2022: $2,381,1862022Assets 2023: $2,346,826Liabilities 2023: $0Net Assets 2023: $2,346,8262023Assets 2024: $2,337,327Liabilities 2024: $0Net Assets 2024: $2,337,3272024Assets 2025: $2,397,433Liabilities 2025: $0Net Assets 2025: $2,397,4332025

Highlighted filing

2012

Assets$2,543,493
Liabilities$0
Net Assets$2,543,493

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $140,9762011Expenses 2012: $129,2262012Revenue 2013: $101,109Expenses 2013: $152,809Net Income 2013: -$51,7002013Revenue 2014: $119,086Expenses 2014: $165,278Net Income 2014: -$46,1922014Revenue 2015: $150,092Expenses 2015: $169,913Net Income 2015: -$19,8212015Revenue 2016: $120,815Expenses 2016: $175,497Net Income 2016: -$54,6822016Revenue 2017: $109,488Expenses 2017: $168,289Net Income 2017: -$58,8012017Revenue 2018: $133,335Expenses 2018: $183,309Net Income 2018: -$49,9742018Revenue 2019: $204,545Expenses 2019: $171,061Net Income 2019: $33,4842019Revenue 2020: $195,075Expenses 2020: $188,639Net Income 2020: $6,4362020Revenue 2021: $204,207Expenses 2021: $193,695Net Income 2021: $10,5122021Revenue 2022: $289,765Expenses 2022: $205,125Net Income 2022: $84,6402022Revenue 2023: $155,891Expenses 2023: $190,251Net Income 2023: -$34,3602023Revenue 2024: $164,654Expenses 2024: $174,153Net Income 2024: -$9,4992024Revenue 2025: $241,865Expenses 2025: $181,759Net Income 2025: $60,1062025

Highlighted filing

2012

Revenue-
Expenses$129,226
Net Income-
Jump To
Filing Snapshot
Filing Period
Mar 1, 2011 to Feb 29, 2012
Signed
Jun 25, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS C EMERSONCo-Trustee-$5,662-$5,662
RICHARD M RUNYONCo-Trustee-$5,662-$5,662
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-OPERATING EXPENSES509A1MARYKNOLL, NY, US$96,700
Paid Grant-TO SUPPORT FOOD & MEDICAL PROGRAMS FOR LOCAL FAMILIES IN NEED.509A1NORWICH, NY, US$15,877
Paid Grant-TO SUPPORT FOOD FOR LOCAL FAMILIES IN NEED.509A1NORWICH, NY, US$2,000
Filing and Contact Details

Filer

EIN
01-6180488
Raw XML AppendixShowing 400 of 512 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2WISDOMTREE INDIA EARNINGS FUND 1553 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3WAL-MART STORES INC 305 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4VANGUARD SMALL CAP ET GROWTH 980 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5VANGUARD SMALL CAP VALU 1146 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6VANGUARD MSCI EMERGING MARKETS 2250 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8VANGUARD MID-CAP GROWTH 1250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9V F CORPORATION 114 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10UNITED TECHNOLOGIES CORP 193 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11THE SOUTHERN COMPANY 347 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12TEVA PHARMACEUTICAL 341 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13TARGET CORP 337 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14SIGMA ADLRICH CORP 241 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15SENOIR HOUSING PROP TR 713 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16SELECT SECTOR SPDR FD 396 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17SCANA CORP COM 410 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18ROYAL DUTCH SHELL PLC 241 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19PROCTOR & GAMBLE CO 251 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20PEPSICO INC 236 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21NOVARTIS AG SPON ADR 269 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22NORFOLF SOUTHERN CORP 232 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23NEXTERA ENERGY INC 290 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24MARKET VECTOR GOLD MINERS 351 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25KELLOGG COMPANY 295 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JOHNSON CONTROLS INC 439 SHS
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalAssetsEOY02543493
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY02524772
IRS990PF/BalanceSheets/TotalNetAssetsEOY02543493
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome044089
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02524772
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0128746
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0128746
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IRS990PF/DistributableAmount/MinimumInvestmentReturn0131572
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02826
IRS990PF/DistributableAmount/TotalTax02826
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment05
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02826
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01871
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0960
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02470000
IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0149488
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable040073
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0131572
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation15662
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0THOMAS C EMERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RICHARD M RUNYON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Co-TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11185 NORTH BROAD ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NORWICH
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode113815
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.06001
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.05268
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30116142
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50136605
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0121646
IRS990PF/QualifyingDistributions/ExpensesAndContributions0121646
IRS990PF/QualifyingDistributions/QualifyingDistributions0121646
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10RICHARD RUNYON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06073365927
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10185 NORTH BROAD ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NORWICH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode013815
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.24$0.18$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.16$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.16$0.19$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.29$0.21$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.20$0.19$0.01
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.29$0.00$2.29$0.20$0.19$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.20$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.13$0.18$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.11$0.17$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.12$0.18$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.15$0.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.12$0.17$0.05
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.47$0.00$2.47$0.10$0.15$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.14