Civic Intelligence

Raymond & Madalin Beaton Charitable Trust 20-004530

990PF • Fiscal year 2013 • EIN 14-6134428

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 19, 2013

PO Box 47703302-0477
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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$390

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

48th percentile

0.0%

Faster asset growth than 48% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$284,623

Up $44 (+0.0%) from 2012

Net Assets

$284,623

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$6,326

Down $30,817 (-83%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $307,511Liabilities 2011: $0Net Assets 2011: $307,5112011Assets 2012: $284,579Liabilities 2012: $02012Assets 2013: $284,623Liabilities 2013: $0Net Assets 2013: $284,6232013Assets 2014: $295,404Liabilities 2014: $0Net Assets 2014: $295,4042014Assets 2015: $305,487Liabilities 2015: $0Net Assets 2015: $305,4872015Assets 2016: $315,138Liabilities 2016: $0Net Assets 2016: $315,1382016Assets 2017: $325,887Liabilities 2017: $0Net Assets 2017: $325,8872017Assets 2018: $324,280Liabilities 2018: $0Net Assets 2018: $324,2802018Assets 2019: $321,730Liabilities 2019: $0Net Assets 2019: $321,7302019Assets 2020: $319,348Liabilities 2020: $0Net Assets 2020: $319,3482020Assets 2021: $325,925Liabilities 2021: $0Net Assets 2021: $325,9252021Assets 2022: $330,207Liabilities 2022: $0Net Assets 2022: $330,2072022Assets 2023: $342,540Liabilities 2023: $0Net Assets 2023: $342,5402023Assets 2024: $300,832Liabilities 2024: $0Net Assets 2024: $300,8322024Assets 2025: $296,564Liabilities 2025: $0Net Assets 2025: $296,5642025

Highlighted filing

2013

Assets$284,623
Liabilities$0
Net Assets$284,623

Operations Trend

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

$40K$20K$0-$20K-$40K-$60KExpenses 2011: $35,6712011Revenue 2012: $14,089Expenses 2012: $37,143Net Income 2012: -$23,0542012Expenses 2013: $6,3262013Revenue 2014: $17,203Expenses 2014: $6,421Net Income 2014: $10,7822014Revenue 2015: $29,097Expenses 2015: $18,581Net Income 2015: $10,5162015Revenue 2016: $27,479Expenses 2016: $17,828Net Income 2016: $9,6512016Revenue 2017: $29,773Expenses 2017: $19,026Net Income 2017: $10,7472017Revenue 2018: $16,453Expenses 2018: $18,142Net Income 2018: -$1,6892018Revenue 2019: $15,425Expenses 2019: $17,978Net Income 2019: -$2,5532019Revenue 2020: $16,164Expenses 2020: $18,495Net Income 2020: -$2,3312020Revenue 2021: $26,219Expenses 2021: $19,641Net Income 2021: $6,5782021Revenue 2022: $24,497Expenses 2022: $20,211Net Income 2022: $4,2862022Revenue 2023: $14,338Expenses 2023: $1,839Net Income 2023: $12,4992023Revenue 2024: -$9,414Expenses 2024: $32,461Net Income 2024: -$41,8752024Revenue 2025: $15,604Expenses 2025: $18,751Net Income 2025: -$3,1472025

Highlighted filing

2013

Revenue-
Expenses$6,326
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 19, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$390-$390
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN SOCIETY FOR PREVENTION OFPROTECTION OF ANIMALS501(C)(3)NEW YORK, NY, US$2,581
Paid GrantAMERICAN HEART ASSOCIATIONPROMOTION & CARE OF HEART501(C)(3)TRENTON, NJ, US$2,581
Filing and Contact Details

Filer

EIN
14-6134428
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-01-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172013-01-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182013-01-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192013-01-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202013-01-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212013-01-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342013-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352013-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362013-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372013-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382013-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392013-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402013-04-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422013-04-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442013-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452013-05-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462013-05-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472013-05-22
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39137.724 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4241.081 VANGUARD INTM TERM TREAS-ADM #535
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4324.277 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4515.316 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4615.868 BUFFALO SMALL CAP FD #1444
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5011.784 HARBOR INTERNATIONAL FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss39-92
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses082
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.16$0.19$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.09$0.32$0.42
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.14$0.02$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.24$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.26$0.20$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.16$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.15$0.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.16$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.30$0.19$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.27$0.18$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.29$0.19$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.17$0.06$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.06
2012Summary only. Only limited summary data is available for this year.$2.85$0.00$0.14$0.37$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.36