Civic Intelligence

Trust UW Eliza Bixby

990PF • Fiscal year 2012 • EIN 02-6004319

Nov 01, 2011 to Oct 31, 2012 • Filed on Feb 27, 2013

Organization Profile
2 S State Street03301
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

88th percentile

$1,481

Higher top officer pay than 88% of similar nonprofits.

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

Asset Growth

35th percentile

-5.2%

Faster asset growth than 35% 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.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$250,573

Down $13,733 (-5.2%) from 2011

Net Assets

$250,573

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$16,017

Down $2,997 (-16%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$300K$200K$100K$0Assets 2011: $264,306Liabilities 2011: $02011Assets 2012: $250,573Liabilities 2012: $0Net Assets 2012: $250,5732012Assets 2013: $253,790Liabilities 2013: $0Net Assets 2013: $253,7902013Assets 2014: $252,150Liabilities 2014: $0Net Assets 2014: $252,1502014Assets 2015: $237,041Liabilities 2015: $0Net Assets 2015: $237,0412015Assets 2016: $230,172Liabilities 2016: $0Net Assets 2016: $230,1722016Assets 2017: $216,416Liabilities 2017: $0Net Assets 2017: $216,4162017Assets 2018: $211,890Liabilities 2018: $0Net Assets 2018: $211,8902018Assets 2019: $196,170Liabilities 2019: $0Net Assets 2019: $196,1702019Assets 2020: $197,061Liabilities 2020: $0Net Assets 2020: $197,0612020Assets 2021: $205,581Liabilities 2021: $0Net Assets 2021: $205,5812021Assets 2022: $186,027Liabilities 2022: $0Net Assets 2022: $186,0272022Assets 2023: $173,092Liabilities 2023: $0Net Assets 2023: $173,0922023Assets 2024: $179,286Liabilities 2024: $0Net Assets 2024: $179,2862024

Highlighted filing

2012

Assets$250,573
Liabilities$0
Net Assets$250,573
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2011: $10,159Expenses 2011: $19,014Net Income 2011: -$8,8552011Expenses 2012: $16,0172012Revenue 2013: $10,306Expenses 2013: $7,089Net Income 2013: $3,2172013Revenue 2014: $7,042Expenses 2014: $8,682Net Income 2014: -$1,6402014Revenue 2015: $7,979Expenses 2015: $23,088Net Income 2015: -$15,1092015Revenue 2016: $8,291Expenses 2016: $15,160Net Income 2016: -$6,8692016Revenue 2017: $8,260Expenses 2017: $22,016Net Income 2017: -$13,7562017Revenue 2018: $9,260Expenses 2018: $13,786Net Income 2018: -$4,5262018Revenue 2019: $10,923Expenses 2019: $26,643Net Income 2019: -$15,7202019Revenue 2020: $10,291Expenses 2020: $9,400Net Income 2020: $8912020Revenue 2021: $24,739Expenses 2021: $16,219Net Income 2021: $8,5202021Revenue 2022: $12,364Expenses 2022: $31,918Net Income 2022: -$19,5542022Revenue 2023: $21,865Expenses 2023: $34,800Net Income 2023: -$12,9352023Revenue 2024: $28,367Expenses 2024: $22,173Net Income 2024: $6,1942024

Highlighted filing

2012

Revenue-
Expenses$16,017
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Feb 27, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY J ZELLERSTrustee-$1,481-$1,481
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW HAMPSHIRE ODD FELLOWSSUPPORT OF POOR & WORTHY PERSONSPRIVATE FDTNCONCORD, NH, US$13,541
Filing and Contact Details

Filer

EIN
02-6004319
Raw XML Appendix330 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
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AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0350
CompensationExplanation/Compensation/PersonName0JEFFREY J ZELLERS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis019326
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis19835
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis27210
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02007-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12007-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22010-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22012-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice020000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice15917
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice25917
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name020,000 FED HOME LOAN BANK 3.875%
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1300 SHS CISCO SYSTEMS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2300 SHS CISCO SYSTEMS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0674
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-3918
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2-1293
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue05009
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue44892
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue55225
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6288
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue77592
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue81824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue914892
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue107509
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue114475
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV07008
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV212093
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV320992
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV78016
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV921246
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV106845
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV114018
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock080 SHS 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1100 SHS BHP BILLITON LTD SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2140 SHS CDN NATL RAILWAY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3300 SHS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4200 SHS COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5100 SHS ENTERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6200 SHS EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock721 SHS FRONTIER COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8200 SHS GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9500 SHS JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10300 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11150 SHS MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1290 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13300 SHS CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOther/BookValue019296
InvestmentsOtherSchedule2/InvestmentsOther/BookValue113953
InvestmentsOtherSchedule2/InvestmentsOther/BookValue215021
InvestmentsOtherSchedule2/InvestmentsOther/BookValue325000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue414704
InvestmentsOtherSchedule2/InvestmentsOther/BookValue55369
InvestmentsOtherSchedule2/InvestmentsOther/BookValue624000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0420 SHS ISHARES TRUST US ENERGY SECT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1250 SHS ISHARES TRUST RUSSELL MIDCAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2400 SHS ISHARES DJ SELECT DIVID INDE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem325,000 AMER EXP BK FSB 2.4% 03/25/11
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4140 SHS ISHARES BARCLAYS 1-3YR CD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem550 SHS ISHARES IBOXX INVESTMENT GR C
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem624,000 GE MONEY BANK UT 1.8% 7/2/13
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV017283
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV115188
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
IRS990PF/AddressChange0X
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-4537
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice031834
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome06641
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0133
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IRS990PF/ExemptPF0X
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT OF POOR & WORTHY PERSONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NEW HAMPSHIRE ODD FELLOWS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PRIVATE FDTN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10200 PLEASANT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CONCORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0033012599
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013541
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear02196
IRS990PF/UndistributedIncome/AppliedToYear1013541
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted015463
IRS990PF/UndistributedIncome/QualifyingDistributions015737
IRS990PF/UndistributedIncome/UndistributedIncomeCY013267
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear013541
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1PROBATE BOND PREMIUM
OtherExpensesSchedule/OtherExpenses/Description2MERRIMACK COUNTY FILING FEE
OtherExpensesSchedule/OtherExpenses/Description3NH ANNUAL REPORT FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0225
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps165
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps275
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0225
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks165
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks275
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0150
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0150
TaxesSchedule/Taxes/Amount030
TaxesSchedule/Taxes/Amount1100
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category12009 990-PF BALANCE DUE
TaxesSchedule/Taxes/NetInvestmentIncome030
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0026004319
ReturnHeader/Filer/Name/BusinessNameLine10TRUST UW ELIZA BIXBY
ReturnHeader/Filer/NameControl0TRUS
ReturnHeader/Filer/Phone06032245800
ReturnHeader/Filer/USAddress/AddressLine102 S STATE STREET
ReturnHeader/Filer/USAddress/City0CONCORD
ReturnHeader/Filer/USAddress/State0NH
ReturnHeader/Filer/USAddress/ZIPCode003301
ReturnHeader/Officer/DateSigned02013-02-27
ReturnHeader/Officer/Name0JEFFREY J ZELLERS
ReturnHeader/Officer/Phone06032245800
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-02-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CAREW & WELLS PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103 NORTH SPRING ST SUITE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CONCORD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode003301
ReturnHeader/Preparer/Name0KAREN M CAREW
ReturnHeader/Preparer/Phone06032243950
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-11-01
ReturnHeader/TaxPeriodEndDate02012-10-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-03-05T14:05:44-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,573
Liabilities
$0
Net assets
$250,573
Revenue
-
Expenses
$16,017
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.28$0.22$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.22$0.35$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.32$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.25$0.16$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.10$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.11$0.27$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.09$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.08$0.22$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.08$0.15$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.08$0.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.07$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.10$0.07$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.16
2011Summary only. Only limited summary data is available for this year.$2.64$0.00$0.10$0.19$0.09