Civic Intelligence

Birk Foundation C/O F James Walker

990PF • Fiscal year 2012 • EIN 20-0464855

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

6702 Longview Beach Road47130-8434
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M 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

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

14th percentile

-10%

Faster asset growth than 14% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$916,261

Down $103,317 (-10%) from 2011

Net Assets

$916,261

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$84,664

Up $24,623 (+41%) 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.

$1.5M$1.0M$500K$0Assets 2011: $1,019,578Liabilities 2011: $02011Assets 2012: $916,261Liabilities 2012: $0Net Assets 2012: $916,2612012Assets 2013: $951,714Liabilities 2013: $0Net Assets 2013: $951,7142013Assets 2014: $1,015,132Liabilities 2014: $0Net Assets 2014: $1,015,1322014Assets 2015: $1,034,111Liabilities 2015: $0Net Assets 2015: $1,034,1112015Assets 2016: $948,068Liabilities 2016: $0Net Assets 2016: $948,0682016Assets 2017: $919,665Liabilities 2017: $0Net Assets 2017: $919,6652017Assets 2018: $840,739Liabilities 2018: $0Net Assets 2018: $840,7392018Assets 2019: $869,955Liabilities 2019: $0Net Assets 2019: $869,9552019Assets 2020: $1,033,292Liabilities 2020: $0Net Assets 2020: $1,033,2922020Assets 2021: $1,022,590Liabilities 2021: $0Net Assets 2021: $1,022,5902021Assets 2022: $944,693Liabilities 2022: $0Net Assets 2022: $944,6932022Assets 2023: $708,324Liabilities 2023: $0Net Assets 2023: $708,3242023Assets 2024: $706,835Liabilities 2024: $0Net Assets 2024: $706,8352024

Highlighted filing

2012

Assets$916,261
Liabilities$0
Net Assets$916,261

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $35,925Expenses 2011: $60,041Net Income 2011: -$24,1162011Expenses 2012: $84,6642012Revenue 2013: $75,096Expenses 2013: $39,643Net Income 2013: $35,4532013Revenue 2014: $117,391Expenses 2014: $53,973Net Income 2014: $63,4182014Revenue 2015: $95,400Expenses 2015: $76,431Net Income 2015: $18,9692015Revenue 2016: $45,084Expenses 2016: $131,127Net Income 2016: -$86,0432016Revenue 2017: $76,427Expenses 2017: $104,830Net Income 2017: -$28,4032017Revenue 2018: $110,513Expenses 2018: $189,439Net Income 2018: -$78,9262018Revenue 2019: $70,609Expenses 2019: $41,393Net Income 2019: $29,2162019Revenue 2020: $212,454Expenses 2020: $49,117Net Income 2020: $163,3372020Revenue 2021: $56,882Expenses 2021: $67,584Net Income 2021: -$10,7022021Revenue 2022: -$11,917Expenses 2022: $65,980Net Income 2022: -$77,8972022Revenue 2023: $26,605Expenses 2023: $262,974Net Income 2023: -$236,3692023Revenue 2024: $45,317Expenses 2024: $46,806Net Income 2024: -$1,4892024

Highlighted filing

2012

Revenue-
Expenses$84,664
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
F JAMES WALKERTrustee, Advisor Committee-$0--
MERRITT K ALCORNAdvisor Committee-$0--
PATRICIA BERSCHAdvisor Committee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPOPE JOHN XXIII ELEMENTARY SCHOOLTO FURTHER EXEMPT PURPOSEEXEMPTMADISON, IN, US$43,512
Paid GrantGIRLS INCORPORATED OF JEFFERSON COUNTYTO FURTHER EXEMPT PURPOSEEXEMPTMADISON, IN, US$21,993
Paid GrantRIVER VALLEY RESOURCES INCTO FURTHER EXEMPT PURPOSEEXEMPTMADISON, IN, US$15,000
Paid GrantCOMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTYTO FURTHER EXEMPT PURPOSEEXEMPTMADISON, IN, US$1,000
Filing and Contact Details

Filer

EIN
20-0464855
Raw XML AppendixShowing 400 of 565 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CAPITAL WORLD GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1GLADSTONE INVESTMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2GLADSTONE INVESTMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3GLADSTONE INVESTMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4GLADSTONE INVESTMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5RMR ASIA PACIFIC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6CAPITAL WORLD GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7CAPITAL WORLD GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8CAPITAL WORLD GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9CAPITAL WORLD GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10CAPITAL WORLD GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11CAPITAL WORLD GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12CAPITAL WORLD GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13CAPITAL WORLD GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26FEDERATED GOV CASH SER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27CAPITAL GAINS DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss180
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses02357
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-9614
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0916261
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01019578
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0916261
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj047345
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0F JAMES WALKER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MERRITT K ALCORN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PATRICIA BERSCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE, ADVISOR COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1ADVISOR COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2ADVISOR COMMITTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11ONE WEST SIXTH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12601 EAST WALNUT STREET
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20934326
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5077833
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.333131
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions081303
IRS990PF/QualifyingDistributions/ExpensesAndContributions081505
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0202
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions081505
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.03$0.26$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.07$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.21$0.05$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.07$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.11$0.19$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.08$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.05$0.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.10$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.12$0.05$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.08$0.04$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.08
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.04$0.06$0.02