Civic Intelligence

Ellery W Carpenter Trust UW

990PF • Fiscal year 2013 • EIN 05-6083666

Aug 01, 2012 to Jul 31, 2013

Organization Profile
Dallas, TX
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

68th percentile

7.6%

Faster asset growth than 68% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

75th percentile

27%

Faster revenue growth than 75% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,597,135

Up $183,269 (+7.6%) from 2012

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Up

$336,215

Up $71,936 (+27%) from 2012

Expenses

Up

$176,336

Up $14,490 (+9.0%) from 2012

Net Income

Up

$159,879

Up $57,446 (+56%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,413,866Liabilities 2012: $02012Assets 2013: $2,597,135Liabilities 2013: $02013Assets 2014: $2,564,655Liabilities 2014: $02014Assets 2015: $2,511,796Liabilities 2015: $02015Assets 2016: $2,344,045Liabilities 2016: $0Net Assets 2016: $2,344,0452016Assets 2017: $2,377,037Liabilities 2017: $0Net Assets 2017: $2,377,0372017Assets 2018: $2,466,659Liabilities 2018: $0Net Assets 2018: $2,466,6592018Assets 2019: $2,420,554Liabilities 2019: $0Net Assets 2019: $2,420,5542019Assets 2020: $2,384,702Liabilities 2020: $1Net Assets 2020: $2,384,7022020Assets 2021: $2,780,698Liabilities 2021: $0Net Assets 2021: $2,780,6982021Assets 2022: $2,694,853Liabilities 2022: $1Net Assets 2022: $2,694,8532022Assets 2023: $2,535,701Liabilities 2023: $0Net Assets 2023: $2,535,7012023Assets 2024: $2,522,157Liabilities 2024: $12024Assets 2025: $2,556,154Liabilities 2025: $0Net Assets 2025: $2,556,1542025

Highlighted filing

2013

Assets$2,597,135
Liabilities$0
Net Assets-
Open 2013 Filing

Operations Trend

Revenue Growth75th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2012: $264,279Expenses 2012: $161,846Net Income 2012: $102,4332012Revenue 2013: $336,215Expenses 2013: $176,336Net Income 2013: $159,8792013Revenue 2014: $108,008Expenses 2014: $174,367Net Income 2014: -$66,3592014Revenue 2015: $115,192Expenses 2015: $177,983Net Income 2015: -$62,7912015Revenue 2016: $23,560Expenses 2016: $170,024Net Income 2016: -$146,4642016Revenue 2017: $145,921Expenses 2017: $165,616Net Income 2017: -$19,6952017Revenue 2018: $263,202Expenses 2018: $177,855Net Income 2018: $85,3472018Revenue 2019: $169,263Expenses 2019: $184,092Net Income 2019: -$14,8292019Revenue 2020: $187,514Expenses 2020: $172,959Net Income 2020: $14,5552020Revenue 2021: $207,067Expenses 2021: $185,974Net Income 2021: $21,0932021Revenue 2022: $546,025Expenses 2022: $214,622Net Income 2022: $331,4032022Revenue 2023: -$15,268Expenses 2023: $191,174Net Income 2023: -$206,4422023Revenue 2024: $93,643Expenses 2024: $183,237Net Income 2024: -$89,5942024Revenue 2025: $253,255Expenses 2025: $198,734Net Income 2025: $54,5212025

Highlighted filing

2013

Revenue$336,215
Expenses$176,336
Net Income$159,879
Open 2013 Filing
Filing Detail Status

This 2013 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
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Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$2,597,135
Liabilities
$0
Net assets
-
Revenue
$336,215
Expenses
$176,336
Net income
$159,879
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.25$0.20$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.52$0.00$0.09$0.18$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.02$0.19$0.21
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.69$0.00$2.69$0.55$0.21$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.21$0.19$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.19$0.17$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.17$0.18$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.26$0.18$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.15$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.02$0.17$0.15
2015Summary only. Only limited summary data is available for this year.$2.51$0.00$0.12$0.18$0.06
2014Summary only. Only limited summary data is available for this year.$2.56$0.00$0.11$0.17$0.07
2013Summary only. Only limited summary data is available for this year.$2.60$0.00$0.34$0.18$0.16
2012Summary only. Only limited summary data is available for this year.$2.41$0.00$0.26$0.16$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $1M-$5M nonprofits