Civic Intelligence

Edith and Douglas Powell Charitable Trust II

990PF • Fiscal year 2012 • EIN 03-6122908

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 08, 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

83rd percentile

$7,531

Higher top officer pay than 83% of similar nonprofits.

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

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% 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

Up

$544,678

Up $1,780 (+0.3%) from 2011

Net Assets

$544,678

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

$33,470

Down $1,160 (-3.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2010: $553,778Liabilities 2010: $0Net Assets 2010: $553,7782010Assets 2011: $542,898Liabilities 2011: $12011Assets 2012: $544,678Liabilities 2012: $0Net Assets 2012: $544,6782012Assets 2013: $531,717Liabilities 2013: $1Net Assets 2013: $531,7172013Assets 2014: $539,151Liabilities 2014: $1Net Assets 2014: $539,1512014Assets 2015: $544,182Liabilities 2015: $1Net Assets 2015: $544,1822015Assets 2016: $542,016Liabilities 2016: $0Net Assets 2016: $542,0162016Assets 2017: $530,271Liabilities 2017: $0Net Assets 2017: $530,2712017Assets 2018: $523,006Liabilities 2018: $0Net Assets 2018: $523,0062018Assets 2019: $508,561Liabilities 2019: $12019Assets 2020: $505,605Liabilities 2020: $1Net Assets 2020: $505,6052020Assets 2021: $499,083Liabilities 2021: $1Net Assets 2021: $499,0832021Assets 2022: $461,670Liabilities 2022: $1Net Assets 2022: $461,6702022Assets 2023: $437,247Liabilities 2023: $12023

Highlighted filing

2012

Assets$544,678
Liabilities$0
Net Assets$544,678
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $28,8612010Revenue 2011: $23,726Expenses 2011: $34,630Net Income 2011: -$10,9042011Expenses 2012: $33,4702012Revenue 2013: $23,396Expenses 2013: $36,362Net Income 2013: -$12,9662013Revenue 2014: $42,116Expenses 2014: $35,467Net Income 2014: $6,6492014Revenue 2015: $53,643Expenses 2015: $47,527Net Income 2015: $6,1162015Revenue 2016: $44,258Expenses 2016: $45,622Net Income 2016: -$1,3642016Revenue 2017: $25,742Expenses 2017: $37,486Net Income 2017: -$11,7442017Revenue 2018: $29,837Expenses 2018: $37,101Net Income 2018: -$7,2642018Revenue 2019: $22,359Expenses 2019: $36,908Net Income 2019: -$14,5492019Revenue 2020: $34,172Expenses 2020: $37,047Net Income 2020: -$2,8752020Revenue 2021: $33,297Expenses 2021: $39,819Net Income 2021: -$6,5222021Revenue 2022: -$5,898Expenses 2022: $31,510Net Income 2022: -$37,4082022Revenue 2023: $12,650Expenses 2023: $37,079Net Income 2023: -$24,4292023

Highlighted filing

2012

Revenue-
Expenses$33,470
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,531-$7,531
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJERICHO CONGREGATIONAL CHURCHOPERATIONALCHURCHJERICHO, VT, US$15,077
Paid GrantSHRINERS HOSPITALS FOR CHILDRENOPERATIONALHOSPITALTAMPA, FL, US$10,052
Filing and Contact Details

Filer

EIN
03-6122908
Raw XML AppendixShowing 400 of 617 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/DescriptionOfAsset7533.226 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset88.889 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset917.709 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1041.1 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1118.16 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12686.699 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1327.212 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141. LAND ONLY 3.16 +/- ACRES 20 CILLEY HILL ROAD JERICHO VT 05465
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1548.759 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16256.696 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17436.281 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18172.037 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19325.394 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20104.417 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2171.327 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22131.557 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2351.957 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset246.346 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2548.027 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2634.89 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2753.131 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2826.876 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2912.592 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3010.162 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3123.725 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset326.368 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3348.787 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34294.962 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35115.551 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset361104.948 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37156.341 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3863.438 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3966.174 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset401.058 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4124.103 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice41248
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0D
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01559
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases06
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0227
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0544684
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0542898
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0544678
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted026450
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj026450
IRS990PF/DistributableAmount/DistributableAmountBeforeDed026450
IRS990PF/DistributableAmount/MinimumInvestmentReturn026739
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$544,678
Liabilities
$0
Net assets
$544,678
Revenue
-
Expenses
$33,470
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$4.37$0.00$0.13$0.37$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$0.06$0.32$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$0.33$0.40$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$0.34$0.37$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.09$0.00$0.22$0.37$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.00$5.23$0.30$0.37$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$0.00$5.30$0.26$0.37$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.44$0.46$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$0.54$0.48$0.06
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.39$0.00$5.39$0.42$0.35$0.07
2013Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.23$0.36$0.13
2012Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.33
2011Summary only. Only limited summary data is available for this year.$5.43$0.00$0.24$0.35$0.11
2010Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.29