Civic Intelligence

Trott Foundation

990PF • Fiscal year 2012 • EIN 20-0157628

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 17, 2013

31440 Northwestern Highway No 30048334
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.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

40th percentile

-1.1%

Faster asset growth than 40% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,533,074

Down $16,991 (-1.1%) from 2011

Net Assets

Down

$1,533,074

Down $16,991 (-1.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$92,143

Down $6,079 (-6.2%) from 2011

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.

$6.0M$4.0M$2.0M$0Assets 2010: $1,151,629Liabilities 2010: $0Net Assets 2010: $1,151,6292010Assets 2011: $1,550,065Liabilities 2011: $0Net Assets 2011: $1,550,0652011Assets 2012: $1,533,074Liabilities 2012: $0Net Assets 2012: $1,533,0742012Assets 2013: $2,503,235Liabilities 2013: $0Net Assets 2013: $2,503,2352013Assets 2014: $3,758,703Liabilities 2014: $0Net Assets 2014: $3,758,7032014Assets 2015: $3,732,482Liabilities 2015: $0Net Assets 2015: $3,732,4822015Assets 2016: $3,676,807Liabilities 2016: $0Net Assets 2016: $3,676,8072016Assets 2017: $3,603,730Liabilities 2017: $0Net Assets 2017: $3,603,7302017Assets 2018: $3,548,037Liabilities 2018: $0Net Assets 2018: $3,548,0372018Assets 2019: $3,539,348Liabilities 2019: $0Net Assets 2019: $3,539,3482019Assets 2020: $3,483,353Liabilities 2020: $0Net Assets 2020: $3,483,3532020Assets 2021: $3,622,302Liabilities 2021: $0Net Assets 2021: $3,622,3022021Assets 2022: $3,596,458Liabilities 2022: $0Net Assets 2022: $3,596,4582022Assets 2023: $3,803,950Liabilities 2023: $0Net Assets 2023: $3,803,9502023Assets 2024: $5,327,640Liabilities 2024: $0Net Assets 2024: $5,327,6402024

Highlighted filing

2012

Assets$1,533,074
Liabilities$0
Net Assets$1,533,074

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $79,1882010Expenses 2011: $98,2222011Expenses 2012: $92,1432012Revenue 2013: $2,225,041Expenses 2013: $84,290Net Income 2013: $2,140,7512013Revenue 2014: $1,447,336Expenses 2014: $191,868Net Income 2014: $1,255,4682014Revenue 2015: $196,370Expenses 2015: $222,591Net Income 2015: -$26,2212015Revenue 2016: $126,432Expenses 2016: $182,107Net Income 2016: -$55,6752016Revenue 2017: $117,848Expenses 2017: $190,925Net Income 2017: -$73,0772017Revenue 2018: $134,877Expenses 2018: $190,570Net Income 2018: -$55,6932018Revenue 2019: $185,484Expenses 2019: $194,173Net Income 2019: -$8,6892019Revenue 2020: $98,386Expenses 2020: $154,381Net Income 2020: -$55,9952020Revenue 2021: $299,325Expenses 2021: $153,987Net Income 2021: $145,3382021Revenue 2022: $208,152Expenses 2022: $233,996Net Income 2022: -$25,8442022Revenue 2023: $1,083,446Expenses 2023: $209,044Net Income 2023: $874,4022023Revenue 2024: $1,764,964Expenses 2024: $229,721Net Income 2024: $1,535,2432024

Highlighted filing

2012

Revenue-
Expenses$92,143
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 17, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A TROTTPresident/Treas./Trustee-$0--
KATHLEEN TROTTVice President/Secr./Trustee-$0--
SCOTT GOLDSTEINTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantECKERD COLLEGEEDUCATIONPUBLICST PETERSBURG, FL, US$34,333
Paid GrantDETROIT COUNTRY DAY SCHOOLEDUCATIONPUBLICBEVERLY HILLS, MI, US$20,000
Paid GrantCARE HOUSE OF OAKLAND COUNTYGENERAL WELFAREPUBLICPONTIAC, MI, US$10,000
Paid GrantEAGLES FOR CHILDREN INCORPORATEDGENERAL WELFAREPUBLICBLOOMFIELD HILLS, MI, US$7,000
Paid GrantTHE PINK FUNDGENERAL WELFAREPUBLICBLOOMFIELD HILLS, MI, US$5,000
Paid GrantBIRMINGHAM BLOOMFIELD COMMUNITY COALITIONGENERAL WELFAREPUBLICBLOOMFIELD HILLS, MI, US$3,000
Paid GrantLIGHTHOUSE OF OAKLAND COUNTYGENERAL WELFAREPUBLICPONTIAC, MI, US$1,000
Paid GrantLITTLE TRAVERSE BAY HUMANE SOCIETYGENERAL WELFAREPUBLICHARBOR SPRINGS, MI, US$1,000
Paid GrantNATIONAL MS SOCIETYGENERAL WELFAREPUBLICSOUTHFIELD, MI, US$250
Paid GrantPEDIATRIC IMFLAMMATORY BOWEL DISEASE FOUNDATIONGENERAL WELFAREPUBLICBOSTON, MA, US$200
Filing and Contact Details

Filer

EIN
20-0157628
Raw XML AppendixShowing 400 of 427 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0103230
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0107882
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0JPMORGAN CHASE & CO 4.75% (100,000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0911931
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01143309
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ENHANCED DIVIDEND GLOBAL EQUITY FUND (115,485.723 SHS)
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue1120000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0GS STRATEGIC INCOME FUND CLASS A (10,668.408 SHS)
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD (13,520.187 SHS)
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID A TROTT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KATHLEEN TROTT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SCOTT GOLDSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/TREAS./TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT/SECR./TRUSTEE
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
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IRS990PF/SupplementaryInformation/ContributingManager2SCOTT GOLDSTEIN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL WELFARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL WELFARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL WELFARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL WELFARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL WELFARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL WELFARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL WELFARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10LIGHTHOUSE OF OAKLAND COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11DETROIT COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ECKERD COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CARE HOUSE OF OAKLAND COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14NATIONAL MS SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15PEDIATRIC IMFLAMMATORY BOWEL DISEASE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16LITTLE TRAVERSE BAY HUMANE SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17BIRMINGHAM BLOOMFIELD COMMUNITY COALITION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18THE PINK FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19EAGLES FOR CHILDREN INCORPORATED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1046156 WOODWARD AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1122305 WEST 13 MILE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine124200 54TH AVE SOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1344765 WOODWARD AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1421311 CIVIC CENTER DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15100 FRANKLIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161300 W CONWAY RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171525 COVINGTON ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18PO BOX 603
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine191122 E GLENGARRY CIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PONTIAC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BEVERLY HILLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ST PETERSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PONTIAC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SOUTHFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6HARBOR SPRINGS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7BLOOMFIELD HILLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8BLOOMFIELD HILLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9BLOOMFIELD HILLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0483425033
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode148025
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode348341
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode448076
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode502110
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode649740
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode748301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode848303
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode948301
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1024098
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted087120
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
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IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY028152
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear024098
OtherExpensesSchedule/OtherExpenses/Description0LICENSES AND FEES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps010
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome010
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome11581
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11581
TaxesSchedule/Taxes/Amount05300
TaxesSchedule/Taxes/Amount1912
TaxesSchedule/Taxes/Category0FEDERAL TAXES
TaxesSchedule/Taxes/Category1FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1912

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$1.76$0.23$1.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$1.08$0.21$0.87
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.21$0.23$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.30$0.15$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.10$0.15$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.19$0.19$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$0.13$0.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.12$0.19$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.13$0.18$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.20$0.22$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$1.45$0.19$1.26
2013Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$2.23$0.08$2.14
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08