Civic Intelligence

Pierson K Miller Tua Irrv Portion Tr

990PF • Fiscal year 2013 • EIN 16-6552192

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

Organization Profile
1100 Wehrle Drive 2nd Floor14221

(716) 842-5506

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2013 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

70th percentile

0.00x

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

2013 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2013

Net Margin

62nd percentile

53%

Higher net margin than 62% of similar nonprofits.

2013 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$58,245

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2013 filings • NTEE T • $5M-$10M nonprofits • Source year 2013

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

2013 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

77th percentile

126%

Faster revenue growth than 77% of similar nonprofits.

2013 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$9,367,605

Up $621,862 (+7.1%) from 2012

Net Assets

Up

$9,367,605

Up $621,862 (+7.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin62nd percentile

Revenue

$1,172,231

No earlier filing loaded for comparison.

Expenses

Up

$550,202

Up $39,007 (+7.6%) from 2012

Net Income

$622,029

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,870,141Liabilities 2011: $02011Assets 2012: $8,745,743Liabilities 2012: $0Net Assets 2012: $8,745,7432012Assets 2013: $9,367,605Liabilities 2013: $0Net Assets 2013: $9,367,6052013Assets 2014: $9,290,581Liabilities 2014: $0Net Assets 2014: $9,290,5812014Assets 2015: $8,984,326Liabilities 2015: $0Net Assets 2015: $8,984,3262015Assets 2016: $8,845,294Liabilities 2016: $0Net Assets 2016: $8,845,2942016Assets 2017: $9,291,517Liabilities 2017: $0Net Assets 2017: $9,291,5172017Assets 2018: $9,212,682Liabilities 2018: $0Net Assets 2018: $9,212,6822018Assets 2019: $10,258,291Liabilities 2019: $0Net Assets 2019: $10,258,2912019Assets 2020: $9,789,053Liabilities 2020: $0Net Assets 2020: $9,789,0532020Assets 2021: $10,285,888Liabilities 2021: $0Net Assets 2021: $10,285,8882021Assets 2022: $9,957,620Liabilities 2022: $0Net Assets 2022: $9,957,6202022Assets 2023: $9,625,801Liabilities 2023: $0Net Assets 2023: $9,625,8012023Assets 2024: $9,703,966Liabilities 2024: $0Net Assets 2024: $9,703,9662024

Highlighted filing

2013

Assets$9,367,605
Liabilities$0
Net Assets$9,367,605
Open 2013 Filing

Operations Trend

Revenue Growth77th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $229,954Expenses 2011: $525,221Net Income 2011: -$295,2672011Expenses 2012: $511,1952012Revenue 2013: $1,172,231Expenses 2013: $550,202Net Income 2013: $622,0292013Revenue 2014: $554,199Expenses 2014: $630,402Net Income 2014: -$76,2032014Revenue 2015: $288,125Expenses 2015: $593,950Net Income 2015: -$305,8252015Revenue 2016: $418,094Expenses 2016: $557,108Net Income 2016: -$139,0142016Revenue 2017: $1,022,710Expenses 2017: $574,631Net Income 2017: $448,0792017Revenue 2018: $591,951Expenses 2018: $667,216Net Income 2018: -$75,2652018Revenue 2019: $1,629,145Expenses 2019: $581,636Net Income 2019: $1,047,5092019Revenue 2020: $266,301Expenses 2020: $737,940Net Income 2020: -$471,6392020Revenue 2021: $1,240,768Expenses 2021: $738,521Net Income 2021: $502,2472021Revenue 2022: $360,121Expenses 2022: $686,950Net Income 2022: -$326,8292022Revenue 2023: $344,982Expenses 2023: $672,561Net Income 2023: -$327,5792023Revenue 2024: $740,794Expenses 2024: $651,405Net Income 2024: $89,3892024

Highlighted filing

2013

Revenue$1,172,231
Expenses$550,202
Net Income$622,029
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$58,245-$58,245
Filing and Contact Details

Filer

EIN
16-6552192
Phone
7168425506

Signing Officer

Name
M T Trust Company
Title
Asst. V.P.
Phone
7168425506
Signed
2014-05-05
Discuss with paid preparer
Yes

Preparer

Preparer
Michele L Dore Ea
Phone
8047273150
Raw XML AppendixShowing 400 of 964 raw XML fields

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ALTRIA GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2APPLE IC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BRIDGEWAY ULTRA SM COMPANY MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CATERPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CHEVRON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CISCO SYSTEMS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9COACH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10COCA COLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12CRM MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13EXPRESS SCRIPS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14EXXON MOBIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FEDERATED STRATEGIC VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FEDEX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GENERAL ELECTRIC COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19HOME DEPOT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20IBM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22KRAFT FOODS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23LITMAN GREGORY MASTERS INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24LSV VALUE EQUITY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25MAINSTAY EPOCH GLBL EQ YLD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27MORGAN STANLEY FOCUS GRWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29PHILIP MORRIS INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30T ROWE PRICE DIVIDEND GRWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31T ROWE PRICE LGE CAP GRWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32TRANSOCEAN LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33UNITED PARCEL SERVICE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34UNITED TECHNOLOGIES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VANGUARD INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36VANGUARD SM CAP VALUE INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37VERIZON COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38WELLS FARGO & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39ARTIO GLBL HIGH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40DREYFUS HIGH YIELD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41FEDERATED TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42GOLDMAN SACHS 6.250%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43MFS EMERGING MKTS DEBT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44PIMCO TOTAL RETURN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45RIDGEWORTH SEIX FLOATING RATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46VANGUARD INTERM TRM BD INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47VANGUARD INTERM TRM INV GRADE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48WACHOVIA CORP 5.250%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49WELLS FARGO ADV INTL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50GUINNESS ATKINSON CH & HK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51HARBOR INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52LAZARD EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54FORWARD SELECT INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55MORGAN STANLEY MID CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56TIAA CREF MID CAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57ISHARES HIGH DIV EQUITY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58ABERDEEN GLOBAL HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59AIR PRODUCTS & CHEMICALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60DANAHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61EMERSON ELECTRIC COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63PRECISION CASTPARTS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65VODAFONE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66COMCAST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67DICKS SPORTING GOODS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68LOWES COMPANIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69NORDSTROMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70OMNICOM GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71PRICELINE.COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74ANHEUSER BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75COSTCO WHOLESALE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76CVS CAREMARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77NATIONAL OILWELL VARCO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78SCHLUMBERGER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79ACE LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81BB&T CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84METLIFE INCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85PEOPLES UNITED FIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86PNC FINANCIAL SERVICES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87T ROWE PRICE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88TRAVELERS COMPANIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89US BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91BRISTOL MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92CARDINAL HEALTH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93MERCK & COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95TEVA PHARMACEUTICAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97EMC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98GOOGLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100MAXIM INTEGRATED PRODS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103PPL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105ARTISAN MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106STERLING CAPITAL MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107T ROWE PRICE NEW HORIZONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108MFS INTERNATIONAL NEW DISC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109VANGUARD HIGH DIVIDEND YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110OCCIDENTAL PETRO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd91AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0282216
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0890015
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01172231
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01172231
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0890015
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt058245
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt058245
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0481040
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0481040
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,367,605
Liabilities
$0
Net assets
$9,367,605
Revenue
$1,172,231
Expenses
$550,202
Net income
$622,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$0.00$9.70$0.74$0.65$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.63$0.00$9.63$0.34$0.67$0.33
2022Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.36$0.69$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.24$0.74$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.79$0.00$9.79$0.27$0.74$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.63$0.58$1.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$0.00$9.21$0.59$0.67$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$0.00$9.29$1.02$0.57$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.85$0.00$8.85$0.42$0.56$0.14
2015Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.29$0.59$0.31
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$0.00$9.29$0.55$0.63$0.08
2013Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$1.17$0.55$0.62
2012Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.51
2011Summary only. Only limited summary data is available for this year.$8.87$0.00$0.23$0.53$0.30