Civic Intelligence

Elbert S Brigham Trust XXX-XX-XXXX

990PF • Fiscal year 2012 • EIN 03-6008235

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

35th percentile

0.00x

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

2012 filings • $500k-$1M 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

80th percentile

$6,013

Higher top officer pay than 80% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

37th percentile

-1.8%

Faster asset growth than 37% of similar nonprofits.

2012 filings • $500k-$1M 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 / Assets35th percentile

Assets

Down

$760,061

Down $14,179 (-1.8%) from 2011

Net Assets

$760,061

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$43,706

Down $8,592 (-16%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$800K$600K$400K$200K$0Assets 2011: $774,240Liabilities 2011: $12011Assets 2012: $760,061Liabilities 2012: $0Net Assets 2012: $760,0612012Assets 2013: $730,564Liabilities 2013: $0Net Assets 2013: $730,5642013Assets 2014: $786,459Liabilities 2014: $0Net Assets 2014: $786,4592014Assets 2015: $754,628Liabilities 2015: $0Net Assets 2015: $754,6282015Assets 2016: $732,387Liabilities 2016: $0Net Assets 2016: $732,3872016Assets 2017: $703,868Liabilities 2017: $0Net Assets 2017: $703,8682017Assets 2018: $736,771Liabilities 2018: $0Net Assets 2018: $736,7712018Assets 2019: $722,402Liabilities 2019: $0Net Assets 2019: $722,4022019Assets 2020: $697,983Liabilities 2020: $0Net Assets 2020: $697,9832020Assets 2021: $763,383Liabilities 2021: $0Net Assets 2021: $763,3832021Assets 2022: $745,013Liabilities 2022: $0Net Assets 2022: $745,0132022Assets 2023: $735,465Liabilities 2023: $0Net Assets 2023: $735,4652023Assets 2024: $750,705Liabilities 2024: $0Net Assets 2024: $750,7052024

Highlighted filing

2012

Assets$760,061
Liabilities$0
Net Assets$760,061
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $39,801Expenses 2011: $52,298Net Income 2011: -$12,4972011Expenses 2012: $43,7062012Revenue 2013: $28,223Expenses 2013: $57,762Net Income 2013: -$29,5392013Revenue 2014: $99,353Expenses 2014: $45,285Net Income 2014: $54,0682014Revenue 2015: $18,351Expenses 2015: $48,751Net Income 2015: -$30,4002015Revenue 2016: $7,662Expenses 2016: $30,098Net Income 2016: -$22,4362016Revenue 2017: $50,969Expenses 2017: $79,486Net Income 2017: -$28,5172017Revenue 2018: $55,397Expenses 2018: $22,494Net Income 2018: $32,9032018Revenue 2019: $33,980Expenses 2019: $48,349Net Income 2019: -$14,3692019Revenue 2020: $32,042Expenses 2020: $56,000Net Income 2020: -$23,9582020Revenue 2021: $114,236Expenses 2021: $48,974Net Income 2021: $65,2622021Revenue 2022: $30,713Expenses 2022: $45,277Net Income 2022: -$14,5642022Revenue 2023: $31,647Expenses 2023: $41,205Net Income 2023: -$9,5582023Revenue 2024: $59,017Expenses 2024: $44,391Net Income 2024: $14,6262024

Highlighted filing

2012

Revenue-
Expenses$43,706
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 Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,013-$6,013
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGREEN MOUNTAIN COUNCILOPERATIONALCHARITYWATERBURY, VT, US$7,393
Paid GrantFRANKLIN COUNTY HUMANE SOCIETYOPERATIONALCHARITYST ALBANS, VT, US$7,393
Paid GrantFIRST CONGREGATIONAL CHURCHOPERATIONALCHURCHST ALBANS, VT, US$7,393
Paid GrantST ALBANS CEMETERY ASSOCIATIONOPERATIONALCHURCHST ALBANS, VT, US$1,848
Paid GrantST ALBANS BAY CEMETERYOPERATIONALCHURCHST ALBANS, VT, US$1,848
Paid GrantTHETFORD ACADEMYOPERATIONALSCHOOLTHETFORD, VT, US$1,848
Paid GrantST LUKE'S EPISCOPAL CHURCHOPERATIONALCHURCHST ALBANS, VT, US$1,848
Paid GrantMIDDLEBURY CONGREGATIONAL CHURCHOPERATIONALCHURCHMIDDLEBURY, VT, US$1,848
Paid GrantMAPLE GROVE CEMETERY ASSOCOPERATIONALCHURCHEAST WALLINGFORD, VT, US$1,848
Paid GrantST ALBANS BAY METHODIST CHURCHOPERATIONALCHURCHST ALBANS BAY, VT, US$1,848
Paid GrantBAPTIST CHURCHOPERATIONALCHURCHEAST WALLINGFORD, VT, US$1,848
Filing and Contact Details

Filer

EIN
03-6008235
Raw XML AppendixShowing 400 of 680 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/DescriptionOfAsset5587.803 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset628.21 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset733.198 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset859.182 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset929.795 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset102.646 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11858.454 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset121.62 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13770.937 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14127.077 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15732.752 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16191.89 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1711.351 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset181.738 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19282.272 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset209.167 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21132.18 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset221.766 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23105.943 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24220.181 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2511.294 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2656.559 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2732.423 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2833.09 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29141.806 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3017.397 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset312.059 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset324.656 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33.747 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3418.105 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35351.228 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36128.304 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset371921.286 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38217.188 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3969.176 HARBOR INTERNATIONAL FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice394309
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-14607
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases06
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0434
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0760067
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0774240
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0760061
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted037315
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj037315
IRS990PF/DistributableAmount/DistributableAmountBeforeDed037315
IRS990PF/DistributableAmount/MinimumInvestmentReturn037538
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0223
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0133
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0223
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0356
IRS990PF/FMVAssetsEOY0775267

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
$760,061
Liabilities
$0
Net assets
$760,061
Revenue
-
Expenses
$43,706
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.59$0.44$0.15
2023Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.32$0.41$0.10
2022Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.31$0.45$0.15
2021Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$1.14$0.49$0.65
2020Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.32$0.56$0.24
2019Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.34$0.48$0.14
2018Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.55$0.22$0.33
2017Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.51$0.79$0.29
2016Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.08$0.30$0.22
2015Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.18$0.49$0.30
2014Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.99$0.45$0.54
2013Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.28$0.58$0.30
2012Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.44
2011Summary only. Only limited summary data is available for this year.$7.74$0.00$0.40$0.52$0.12