Civic Intelligence

Robert Josephy Tr UW FBO Martha D Josephy

990PF • Fiscal year 2011 • EIN 06-6402151

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 23, 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

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

91st percentile

$2,871

Higher top officer pay than 91% of similar nonprofits.

2011 filings • <$500k 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 / Assets58th percentile

Assets

$198,835

No earlier filing loaded for comparison.

Net Assets

$198,835

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

$10,286

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.

$400K$300K$200K$100K$0Assets 2011: $198,835Liabilities 2011: $0Net Assets 2011: $198,8352011Assets 2012: $202,103Liabilities 2012: $0Net Assets 2012: $202,1032012Assets 2013: $214,005Liabilities 2013: $02013Assets 2014: $227,041Liabilities 2014: $02014Assets 2015: $321,722Liabilities 2015: $02015Assets 2018: $317,882Liabilities 2018: $0Net Assets 2018: $317,8822018Assets 2019: $318,197Liabilities 2019: $0Net Assets 2019: $318,1972019Assets 2020: $319,667Liabilities 2020: $0Net Assets 2020: $319,6672020Assets 2021: $334,053Liabilities 2021: $0Net Assets 2021: $334,0532021Assets 2022: $316,528Liabilities 2022: $0Net Assets 2022: $316,5282022Assets 2023: $304,946Liabilities 2023: $0Net Assets 2023: $304,9462023Assets 2024: $297,651Liabilities 2024: $0Net Assets 2024: $297,6512024

Highlighted filing

2011

Assets$198,835
Liabilities$0
Net Assets$198,835
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $10,2862011Expenses 2012: $15,4992012Revenue 2013: $26,451Expenses 2013: $14,596Net Income 2013: $11,8552013Revenue 2014: $28,639Expenses 2014: $15,556Net Income 2014: $13,0832014Revenue 2015: $112,711Expenses 2015: $17,867Net Income 2015: $94,8442015Revenue 2018: $19,382Expenses 2018: $22,874Net Income 2018: -$3,4922018Revenue 2019: $22,180Expenses 2019: $21,769Net Income 2019: $4112019Revenue 2020: $23,390Expenses 2020: $21,959Net Income 2020: $1,4312020Revenue 2021: $37,394Expenses 2021: $23,059Net Income 2021: $14,3352021Revenue 2022: $9,767Expenses 2022: $27,207Net Income 2022: -$17,4402022Revenue 2023: $10,482Expenses 2023: $21,708Net Income 2023: -$11,2262023Revenue 2024: $16,644Expenses 2024: $24,231Net Income 2024: -$7,5872024

Highlighted filing

2011

Revenue-
Expenses$10,286
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 23, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$2,871-$2,871
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE CT AGRICULTURALCONTRIBUTIONPUBLIC CHARITYNEW HAVEN, CT, US$7,310
Filing and Contact Details

Filer

EIN
06-6402151
Raw XML Appendix353 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/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/AppliedToCurrentYear0718
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear107310
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted011611
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/QualifyingDistributions08028
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY010893
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear07310
OtherDecreasesSchedule/OtherDecreases/Amount0608
OtherDecreasesSchedule/OtherDecreases/Description0MUTUAL FUND POSTING DATE AFTER TYE
OtherIncreasesSchedule/OtherIncreases/Amount0260
OtherIncreasesSchedule/OtherIncreases/Amount14
OtherIncreasesSchedule/OtherIncreases/Description0MUTUAL FUND EFFECTIVE DATE BEFORE TYE
OtherIncreasesSchedule/OtherIncreases/Description1ROUNDING
TaxesSchedule/Taxes/Amount03
TaxesSchedule/Taxes/Amount180
TaxesSchedule/Taxes/Amount218
TaxesSchedule/Taxes/Amount34
TaxesSchedule/Taxes/Category0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome218
TaxesSchedule/Taxes/NetInvestmentIncome34
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0066402151
ReturnHeader/Filer/Name/BusinessNameLine10JOSEPHYROBERT
ReturnHeader/Filer/NameControl0JOSE
ReturnHeader/Filer/Phone03367478388
ReturnHeader/Filer/USAddress/AddressLine101525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028288
ReturnHeader/Officer/DateSigned02012-04-23
ReturnHeader/Officer/Name0WELLS FARGO BANK NA
ReturnHeader/Officer/Phone03367478388
ReturnHeader/Officer/Title0Trustee
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-09T17:22:19-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$198,835
Liabilities
$0
Net assets
$198,835
Revenue
-
Expenses
$10,286
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.17$0.24$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.10$0.22$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.10$0.27$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.37$0.23$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.23$0.22$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.22$0.22$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.19$0.23$0.03
2015Summary only. Only limited summary data is available for this year.$3.22$0.00$1.13$0.18$0.95
2014Summary only. Only limited summary data is available for this year.$2.27$0.00$0.29$0.16$0.13
2013Summary only. Only limited summary data is available for this year.$2.14$0.00$0.26$0.15$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.10