Civic Intelligence

Mildred B Morton Com Ctr Tr Fnd XXX-XX-XXXX

990PF • Fiscal year 2012 • EIN 03-6005306

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 22, 2013

Organization Profile
PO Box 47703302-0477
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

94th percentile

$4,271

Higher top officer pay than 94% of similar nonprofits.

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

Asset Growth

44th percentile

-1.5%

Faster asset growth than 44% 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

$287,443

Down $4,263 (-1.5%) from 2011

Net Assets

$287,443

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

Up

$16,441

Up $290 (+1.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2011: $291,706Liabilities 2011: $02011Assets 2012: $287,443Liabilities 2012: $0Net Assets 2012: $287,4432012Assets 2013: $279,340Liabilities 2013: $0Net Assets 2013: $279,3402013Assets 2014: $282,964Liabilities 2014: $0Net Assets 2014: $282,9642014Assets 2015: $278,482Liabilities 2015: $0Net Assets 2015: $278,4822015Assets 2017: $274,771Liabilities 2017: $0Net Assets 2017: $274,7712017Assets 2018: $268,672Liabilities 2018: $0Net Assets 2018: $268,6722018Assets 2019: $261,550Liabilities 2019: $0Net Assets 2019: $261,5502019Assets 2020: $260,232Liabilities 2020: $0Net Assets 2020: $260,2322020Assets 2021: $259,418Liabilities 2021: $0Net Assets 2021: $259,4182021Assets 2022: $255,049Liabilities 2022: $0Net Assets 2022: $255,0492022Assets 2023: $227,897Liabilities 2023: $0Net Assets 2023: $227,8972023Assets 2024: $224,498Liabilities 2024: $0Net Assets 2024: $224,4982024

Highlighted filing

2012

Assets$287,443
Liabilities$0
Net Assets$287,443
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2011: $14,907Expenses 2011: $16,151Net Income 2011: -$1,2442011Expenses 2012: $16,4412012Revenue 2013: $13,869Expenses 2013: $21,971Net Income 2013: -$8,1022013Revenue 2014: $22,277Expenses 2014: $18,657Net Income 2014: $3,6202014Revenue 2015: $27,023Expenses 2015: $31,504Net Income 2015: -$4,4812015Revenue 2017: $12,710Expenses 2017: $35,163Net Income 2017: -$22,4532017Revenue 2018: $13,961Expenses 2018: $20,056Net Income 2018: -$6,0952018Revenue 2019: $11,437Expenses 2019: $18,613Net Income 2019: -$7,1762019Revenue 2020: $16,647Expenses 2020: $17,923Net Income 2020: -$1,2762020Revenue 2021: $19,229Expenses 2021: $20,042Net Income 2021: -$8132021Revenue 2022: $831Expenses 2022: $5,203Net Income 2022: -$4,3722022Revenue 2023: $2,773Expenses 2023: $29,929Net Income 2023: -$27,1562023Revenue 2024: $13,815Expenses 2024: $17,264Net Income 2024: -$3,4492024

Highlighted filing

2012

Revenue-
Expenses$16,441
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 22, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,271-$4,271
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARDACK INCOPERATIONALINSTITUTIONALST ALBANS, VT, US$12,103
Filing and Contact Details

Filer

EIN
03-6005306
Raw XML AppendixShowing 400 of 597 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset011.563 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset123.999 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset248.307 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33.547 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset49.073 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5336.855 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset64.693 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset710.662 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset825.754 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset911.14 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10433.088 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1114.721 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1275.966 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset132.619 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1455.894 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15.46 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16189.192 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1730.073 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1875.014 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1958.587 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2060.923 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2125.276 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset222.203 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2323.928 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset247.964 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2563.845 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2613.151 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset275.248 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset284.705 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset292.579 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3022.781 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31154.382 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3260.781 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33584.195 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3483.211 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3533.408 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3633.465 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3712.051 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses63
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-198
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses93
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1310
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0298
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice342987
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice36343
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice37124
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-4264
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0287443
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0291706
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0287443
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted014468
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj014468
IRS990PF/DistributableAmount/DistributableAmountBeforeDed014468
IRS990PF/DistributableAmount/MinimumInvestmentReturn014537
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome069
IRS990PF/DistributableAmount/TotalTax069
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear039

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$287,443
Liabilities
$0
Net assets
$287,443
Revenue
-
Expenses
$16,441
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.14$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.03$0.30$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.01$0.05$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.19$0.20$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.17$0.18$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.11$0.19$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.14$0.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.13$0.35$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.27$0.32$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.22$0.19$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.79$0.00$2.79$0.14$0.22$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.16
2011Summary only. Only limited summary data is available for this year.$2.92$0.00$0.15$0.16$0.01