Civic Intelligence

David P Wheatland Charitable Trust

990PF • Fiscal year 2012 • EIN 04-6744379

Jan 01, 2012 to Dec 31, 2012

Boston, MA
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

26th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

53rd percentile

1.7%

Faster asset growth than 53% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

10th percentile

-42%

Faster revenue growth than 10% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Assets

Up

$6,242,383

Up $105,292 (+1.7%) from 2011

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Down

$526,125

Down $388,656 (-42%) from 2011

Expenses

Up

$420,833

Up $26,898 (+6.8%) from 2011

Net Income

Down

$105,292

Down $415,554 (-80%) from 2011

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $6,137,091Liabilities 2011: $02011Assets 2012: $6,242,383Liabilities 2012: $02012Assets 2013: $6,221,795Liabilities 2013: $02013Assets 2014: $6,343,041Liabilities 2014: $02014Assets 2015: $6,960,500Liabilities 2015: $02015Assets 2019: $8,039,937Liabilities 2019: $02019Assets 2020: $8,317,736Liabilities 2020: $0Net Assets 2020: $8,317,7362020Assets 2021: $8,164,316Liabilities 2021: $0Net Assets 2021: $8,164,3162021Assets 2022: $8,049,779Liabilities 2022: $0Net Assets 2022: $8,049,7792022Assets 2023: $13,479,891Liabilities 2023: $0Net Assets 2023: $13,479,8912023Assets 2024: $13,433,667Liabilities 2024: $0Net Assets 2024: $13,433,6672024

Highlighted filing

2012

Assets$6,242,383
Liabilities$0
Net Assets-

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $914,781Expenses 2011: $393,935Net Income 2011: $520,8462011Revenue 2012: $526,125Expenses 2012: $420,833Net Income 2012: $105,2922012Revenue 2013: $397,334Expenses 2013: $417,922Net Income 2013: -$20,5882013Revenue 2014: $595,218Expenses 2014: $473,972Net Income 2014: $121,2462014Revenue 2015: $1,153,847Expenses 2015: $536,388Net Income 2015: $617,4592015Revenue 2019: $1,008,791Expenses 2019: $573,142Net Income 2019: $435,6492019Revenue 2020: $901,659Expenses 2020: $622,413Net Income 2020: $279,2462020Revenue 2021: $465,018Expenses 2021: $613,780Net Income 2021: -$148,7622021Revenue 2022: $536,986Expenses 2022: $690,889Net Income 2022: -$153,9032022Revenue 2023: $5,885,488Expenses 2023: $448,459Net Income 2023: $5,437,0292023Revenue 2024: $683,242Expenses 2024: $723,976Net Income 2024: -$40,7342024

Highlighted filing

2012

Revenue$526,125
Expenses$420,833
Net Income$105,292
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jan 1, 2012 to Dec 31, 2012

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