Civic Intelligence

Ron and Carol Cope Charitable Fund

990PF • Fiscal year 2012 • EIN 20-0634714

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 02, 2013

Organization Profile
PO Box 174668848
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

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

Asset Growth

84th percentile

18%

Faster asset growth than 84% 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.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$4,684,589

Up $712,647 (+18%) from 2011

Net Assets

Up

$4,684,589

Up $712,647 (+18%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$264,006

Up $14,028 (+5.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,091,996Liabilities 2010: $0Net Assets 2010: $4,091,9962010Assets 2011: $3,971,942Liabilities 2011: $0Net Assets 2011: $3,971,9422011Assets 2012: $4,684,589Liabilities 2012: $0Net Assets 2012: $4,684,5892012Assets 2013: $5,416,139Liabilities 2013: $0Net Assets 2013: $5,416,1392013Assets 2014: $5,233,095Liabilities 2014: $0Net Assets 2014: $5,233,0952014Assets 2015: $5,010,292Liabilities 2015: $12015Assets 2016: $4,801,249Liabilities 2016: $0Net Assets 2016: $4,801,2492016Assets 2017: $4,772,682Liabilities 2017: $0Net Assets 2017: $4,772,6822017Assets 2018: $5,673,936Liabilities 2018: $0Net Assets 2018: $5,673,9362018Assets 2019: $5,423,394Liabilities 2019: $0Net Assets 2019: $5,423,3942019Assets 2020: $5,220,903Liabilities 2020: $0Net Assets 2020: $5,220,9032020Assets 2021: $5,825,647Liabilities 2021: $0Net Assets 2021: $5,825,6472021Assets 2022: $5,516,862Liabilities 2022: $0Net Assets 2022: $5,516,8622022Assets 2023: $5,336,959Liabilities 2023: $12023

Highlighted filing

2012

Assets$4,684,589
Liabilities$0
Net Assets$4,684,589
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $192,9662010Expenses 2011: $249,9782011Expenses 2012: $264,0062012Revenue 2013: $1,027,524Expenses 2013: $295,974Net Income 2013: $731,5502013Revenue 2014: $190,722Expenses 2014: $373,766Net Income 2014: -$183,0442014Revenue 2015: $166,905Expenses 2015: $389,708Net Income 2015: -$222,8032015Revenue 2016: $166,531Expenses 2016: $375,574Net Income 2016: -$209,0432016Revenue 2017: $344,862Expenses 2017: $373,429Net Income 2017: -$28,5672017Revenue 2018: $1,308,125Expenses 2018: $406,871Net Income 2018: $901,2542018Revenue 2019: $194,022Expenses 2019: $444,564Net Income 2019: -$250,5422019Revenue 2020: $194,611Expenses 2020: $397,102Net Income 2020: -$202,4912020Revenue 2021: $1,074,189Expenses 2021: $469,445Net Income 2021: $604,7442021Revenue 2022: $56,292Expenses 2022: $365,077Net Income 2022: -$308,7852022Revenue 2023: $228,867Expenses 2023: $408,769Net Income 2023: -$179,9022023

Highlighted filing

2012

Revenue-
Expenses$264,006
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 2, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN OLDFATHERPresident-$0--
SHERRY MORROWSec/Treas-$0--
ALAN OLDFATHERPresident-$0--
SHERRY MORROWSec/Treas-$0--
WILLIAM OLDFATHERVice-Preside-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMUSEUM OF NEBRASKA ARTPROGRAM SUPPORTPUBLICKEARNEY, NE, US$107,743
Paid GrantST JAMES CATHOLIC CHURCHSPIRITUAL SUPPORTPUBLICKEARNEY, NE, US$49,218
Paid GrantCITY OF KEARNEY PUBLIC LIPROGRAM SUPPORTPUBLICKEARNEY, NE, US$26,942
Paid GrantKEARNEY COMMUNITY THEATREPROGRAM SUPPORTPUBLICKEARNEY, NE, US$21,658
Paid GrantUNIVERSITY OF NEBRASKA FOPROGRAM SUPPORT - NE ST SAFETY CENTEPUBLICKEARNEY, NE, US$19,278
Paid GrantFT KEARNEY AMERICAN RED CPROGRAM SUPPORTPUBLICKEARNEY, NE, US$13,161
Filing and Contact Details

Filer

EIN
20-0634714
Raw XML AppendixShowing 400 of 772 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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CompensationExplanation/Compensation/PersonName1SHERRY MORROW
CompensationExplanation/Compensation/PersonName2ALAN OLDFATHER
CompensationExplanation/Compensation/PersonName3SHERRY MORROW
CompensationExplanation/Compensation/PersonName4WILLIAM OLDFATHER
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5GENERAL ELEC CAP 25K 3.75% 11/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6GENERAL ELEC CAP 25K 5.45% 01/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7HEWLETT-PACKARD 50K 4.5% 03/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8IBM CORP 50K 4.75% 11/12
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10PEPSI BOTTLING GP 50K 6.95% 03/14
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12ROYAL BK OF SCOTLAND 50K 3.95% 09/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13TIME WARNER INC 50K 4.75%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14UNITEDHEALTH GROUP 75K 3.875% 10/20
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15UTD TECHNOLOGIES 75K 4.875% 5/15
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue123794
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue325294
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue613632
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue750653
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue841493
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue944210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1026182
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1152516
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1236727
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1359108
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1438419
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1529507
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1618934
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1715138
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1845210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1936247
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2024360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2137610
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2336796
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4252717
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV43190820
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4450380
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4559748
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03M CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AFFILIATED MANAGERS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ANHEUSER-BUSCH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7BAKER HUGHES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9BHP BILLITON LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16CME GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19COOPER INDS LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20CVS/CAREMARK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MONSTER BEVERAGE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33NESTLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36PEARSON PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37PG&E CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38PLUM CREEK TIMBER CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42TEVA PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43THERMO FISHER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45TOTAL SA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49UTD PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50VANGUARD REIT VIPER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51VODAFONE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52WALT DISNEY CO
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue139485
InvestmentsOtherSchedule2/InvestmentsOther/BookValue295000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3125000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue4245000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue523000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue6155353
InvestmentsOtherSchedule2/InvestmentsOther/BookValue770000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue865000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue965000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue10100000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue11250000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0DODGE & COX INTL STOCK FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1ISHARES TR EMERGING
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2JP MORGAN MID-CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3OPPENHEIMBER DEV MRKTS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4PIMCO ENERGING LOCAL BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5ROYCE PENNSYLVANIA
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6T ROWE PRICE ST BOND FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7T ROWE PRICE SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8THORNBURG INTL VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9TWEEDY BROWNE FD GLOBAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10WELLS FARGO ADV HI INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11WELLS FARGO ADV CORE BD
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0166058
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV162090
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2116385
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Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,684,589
Liabilities
$0
Net assets
$4,684,589
Revenue
-
Expenses
$264,006
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.34$0.00$0.23$0.41$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.06$0.37$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$1.07$0.47$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.22$0.00$5.22$0.19$0.40$0.20
2019Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.19$0.44$0.25
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$1.31$0.41$0.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.00$4.77$0.34$0.37$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.17$0.38$0.21
2015Summary only. Only limited summary data is available for this year.$5.01$0.00$0.17$0.39$0.22
2014Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.19$0.37$0.18
2013Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$1.03$0.30$0.73
2012Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.25
2010Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.19