Civic Intelligence

Marjorie Leith Tr UW Stratevest Group Na

990PF • Fiscal year 2011 • EIN 03-6022506

Jan 01, 2011 to Dec 31, 2011 • Filed on May 01, 2012

C/O Td Bank PO Box 47703302
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

88th percentile

$1,867

Higher top officer pay than 88% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

45th percentile

-2.1%

Faster asset growth than 45% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$79,161

Down $1,659 (-2.1%) from 2010

Net Assets

Down

$79,161

Down $1,659 (-2.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,713

Up $784 (+16%) from 2010

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.

$100K$50K$0Assets 2010: $80,820Liabilities 2010: $0Net Assets 2010: $80,8202010Assets 2011: $79,161Liabilities 2011: $0Net Assets 2011: $79,1612011Assets 2012: $77,128Liabilities 2012: $0Net Assets 2012: $77,1282012Assets 2013: $74,773Liabilities 2013: $0Net Assets 2013: $74,7732013Assets 2014: $75,555Liabilities 2014: $0Net Assets 2014: $75,5552014Assets 2015: $75,688Liabilities 2015: $0Net Assets 2015: $75,6882015Assets 2016: $74,115Liabilities 2016: $0Net Assets 2016: $74,1152016Assets 2017: $71,825Liabilities 2017: $0Net Assets 2017: $71,8252017Assets 2018: $69,458Liabilities 2018: $0Net Assets 2018: $69,4582018Assets 2019: $67,233Liabilities 2019: $0Net Assets 2019: $67,2332019Assets 2020: $65,848Liabilities 2020: $0Net Assets 2020: $65,8482020Assets 2021: $65,205Liabilities 2021: $0Net Assets 2021: $65,2052021Assets 2022: $63,523Liabilities 2022: $0Net Assets 2022: $63,5232022Assets 2023: $55,765Liabilities 2023: $0Net Assets 2023: $55,7652023Assets 2024: $54,100Liabilities 2024: $0Net Assets 2024: $54,1002024

Highlighted filing

2011

Assets$79,161
Liabilities$0
Net Assets$79,161

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $4,9292010Expenses 2011: $5,7132011Expenses 2012: $5,2392012Revenue 2013: $3,641Expenses 2013: $6,000Net Income 2013: -$2,3592013Revenue 2014: $7,027Expenses 2014: $6,346Net Income 2014: $6812014Revenue 2015: $7,612Expenses 2015: $7,334Net Income 2015: $2782015Revenue 2016: $5,536Expenses 2016: $7,006Net Income 2016: -$1,4702016Revenue 2017: $3,397Expenses 2017: $5,689Net Income 2017: -$2,2922017Revenue 2018: $3,302Expenses 2018: $5,671Net Income 2018: -$2,3692018Revenue 2019: $3,328Expenses 2019: $5,565Net Income 2019: -$2,2372019Revenue 2020: $4,195Expenses 2020: $5,579Net Income 2020: -$1,3842020Revenue 2021: $5,254Expenses 2021: $5,897Net Income 2021: -$6432021Revenue 2022: $3,733Expenses 2022: $5,238Net Income 2022: -$1,5052022Revenue 2023: -$2,889Expenses 2023: $4,871Net Income 2023: -$7,7602023Revenue 2024: $3,262Expenses 2024: $4,944Net Income 2024: -$1,6822024

Highlighted filing

2011

Revenue-
Expenses$5,713
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 1, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TD WealthTrustee-$1,867-$1,867
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST UNIVERSALIST CHURCHFINANCIAL SUPPORTCHURCHBARRE, VT, US$933
Paid GrantFIRST PRESBYTERIAN CHURCHFINANCIAL SUPPORTCHURCHBARRE, VT, US$933
Paid GrantCENTRAL VERMONT MEDICAL CENTERFINANCIAL SUPPORTHOSPITALBARRE, VT, US$933
Filing and Contact Details

Filer

EIN
03-6022506
Raw XML AppendixShowing 400 of 694 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/DateSold172011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-07-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402011-10-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462011-10-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131.74 HARBOR INTERNATIONAL FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2540.402 VANGUARD INTERM-TERM TREAS FD #35
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2954.47 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30159.898 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3197.964 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3233.196 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3324.257 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset349.107 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset351.949 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset365.195 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset371.557 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset385.316 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset391.813 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset401.174 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset412.396 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42.065 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4317.864 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4468.246 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4563.703 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset465.884 VANGUARD INFLATION PROTECTED SEC 119
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss34-2
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss36-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss40-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss42-1
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses201
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses22-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses232
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses24-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses26-69
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses27-130
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses28-5
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2915
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3117

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$3.26$4.94$1.68
2023Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$2.89$4.87$7.76
2022Detailed filing. Detailed filing data is available for this year.$63.5$0.00$63.5$3.73$5.24$1.51
2021Detailed filing. Detailed filing data is available for this year.$65.2$0.00$65.2$5.25$5.90$0.64
2020Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$4.20$5.58$1.38
2019Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$3.33$5.57$2.24
2018Detailed filing. Detailed filing data is available for this year.$69.5$0.00$69.5$3.30$5.67$2.37
2017Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$3.40$5.69$2.29
2016Detailed filing. Detailed filing data is available for this year.$74.1$0.00$74.1$5.54$7.01$1.47
2015Detailed filing. Detailed filing data is available for this year.$75.7$0.00$75.7$7.61$7.33$0.28
2014Detailed filing. Detailed filing data is available for this year.$75.6$0.00$75.6$7.03$6.35$0.68
2013Detailed filing. Detailed filing data is available for this year.$74.8$0.00$74.8$3.64$6.00$2.36
2012Detailed filing. Detailed filing data is available for this year.$77.1$0.00$77.1$5.24
2011Detailed filing. Detailed filing data is available for this year.$79.2$0.00$79.2$5.71
2010Detailed filing. Detailed filing data is available for this year.$80.8$0.00$80.8$4.93