Civic Intelligence

William Inglis Morse Tr Ua 5 Para3 Nect

990PF • Fiscal year 2011 • EIN 06-6020428

Jan 01, 2011 to Dec 31, 2011 • Filed on May 08, 2012

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

83rd percentile

$16,484

Higher top officer pay than 83% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,533,313

No earlier filing loaded for comparison.

Net Assets

$1,533,313

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$91,483

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,533,313Liabilities 2011: $0Net Assets 2011: $1,533,3132011Assets 2012: $1,515,231Liabilities 2012: $02012Assets 2013: $1,513,998Liabilities 2013: $02013Assets 2014: $1,505,403Liabilities 2014: $02014Assets 2015: $1,538,479Liabilities 2015: $02015Assets 2018: $1,727,654Liabilities 2018: $0Net Assets 2018: $1,727,6542018Assets 2019: $1,682,482Liabilities 2019: $0Net Assets 2019: $1,682,4822019Assets 2020: $1,709,645Liabilities 2020: $0Net Assets 2020: $1,709,6452020Assets 2021: $1,712,154Liabilities 2021: $0Net Assets 2021: $1,712,1542021Assets 2022: $1,637,545Liabilities 2022: $0Net Assets 2022: $1,637,5452022Assets 2023: $1,597,202Liabilities 2023: $0Net Assets 2023: $1,597,2022023Assets 2024: $1,588,511Liabilities 2024: $0Net Assets 2024: $1,588,5112024

Highlighted filing

2011

Assets$1,533,313
Liabilities$0
Net Assets$1,533,313
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $91,4832011Revenue 2012: $91,423Expenses 2012: $109,542Net Income 2012: -$18,1192012Revenue 2013: $114,313Expenses 2013: $116,152Net Income 2013: -$1,8392013Revenue 2014: $116,811Expenses 2014: $119,488Net Income 2014: -$2,6772014Revenue 2015: $148,968Expenses 2015: $121,442Net Income 2015: $27,5262015Revenue 2018: $134,251Expenses 2018: $129,468Net Income 2018: $4,7832018Revenue 2019: $81,460Expenses 2019: $127,855Net Income 2019: -$46,3952019Revenue 2020: $154,077Expenses 2020: $126,548Net Income 2020: $27,5292020Revenue 2021: $141,051Expenses 2021: $131,625Net Income 2021: $9,4262021Revenue 2022: $47,997Expenses 2022: $127,759Net Income 2022: -$79,7622022Revenue 2023: $85,497Expenses 2023: $125,890Net Income 2023: -$40,3932023Revenue 2024: $109,553Expenses 2024: $117,303Net Income 2024: -$7,7502024

Highlighted filing

2011

Revenue-
Expenses$91,483
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo TrusteeFT$16,484-$16,484
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE NEW HAVEN SYMPHONY ORCHESTRAGENERALEXEMPTNEW HAVEN, CT, US$71,192
Filing and Contact Details

Filer

EIN
06-6020428
Raw XML AppendixShowing 400 of 430 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/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.109862
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions075473
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions075893
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0420
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions075893
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02037692511
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 LAFAYETTE PLACE 7TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0GREENWICH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0068305449
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount071192
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE NEW HAVEN SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 9718
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW HAVEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006536
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear071192
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear07916
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1067977
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted094622
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions075893
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY086706
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear067977
OtherDecreasesSchedule/OtherDecreases/Amount02336
OtherDecreasesSchedule/OtherDecreases/Description0MUTUAL FUND POSTING NEXT TAX YEAR EFFECTIVE CURR
OtherExpensesSchedule/OtherExpenses/Description0STATE FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps035
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
OtherIncreasesSchedule/OtherIncreases/Amount04797
OtherIncreasesSchedule/OtherIncreases/Amount11
OtherIncreasesSchedule/OtherIncreases/Description0MUTUAL FUNDS POSTING CURRENT TAX YEAR EFFECTIVE PREV
OtherIncreasesSchedule/OtherIncreases/Description1ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02687
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MGMT FEES-SUBJECT T
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome02687

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,533,313
Liabilities
$0
Net assets
$1,533,313
Revenue
-
Expenses
$91,483
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.11$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.05$0.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.14$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.15$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.13$0.13$0.00
2015Summary only. Only limited summary data is available for this year.$1.54$0.00$0.15$0.12$0.03
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$0.12$0.12$0.00
2013Summary only. Only limited summary data is available for this year.$1.51$0.00$0.11$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$0.09$0.11$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09