Civic Intelligence

Morris Braun Foundation

990PF • Fiscal year 2013 • EIN 20-1921857

Nov 01, 2012 to Oct 31, 2013 • Filed on Dec 31, 2013

241 E Deerpath60045
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.

2013 filings • $1M-$5M 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

54th percentile

$16,950

Higher top officer pay than 54% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

44th percentile

0.4%

Faster asset growth than 44% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,617,585

Up $7,151 (+0.4%) from 2012

Net Assets

Up

$1,617,585

Up $7,151 (+0.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$142,579

Up $47,226 (+50%) 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.

$3.0M$2.0M$1.0M$0Assets 2011: $1,548,084Liabilities 2011: $02011Assets 2012: $1,610,434Liabilities 2012: $0Net Assets 2012: $1,610,4342012Assets 2013: $1,617,585Liabilities 2013: $0Net Assets 2013: $1,617,5852013Assets 2014: $1,684,231Liabilities 2014: $0Net Assets 2014: $1,684,2312014Assets 2015: $2,427,038Liabilities 2015: $0Net Assets 2015: $2,427,0382015Assets 2016: $2,406,758Liabilities 2016: $0Net Assets 2016: $2,406,7582016Assets 2017: $2,442,247Liabilities 2017: $0Net Assets 2017: $2,442,2472017Assets 2018: $2,495,036Liabilities 2018: $0Net Assets 2018: $2,495,0362018Assets 2019: $2,513,357Liabilities 2019: $0Net Assets 2019: $2,513,3572019Assets 2020: $2,696,262Liabilities 2020: $0Net Assets 2020: $2,696,2622020Assets 2021: $2,805,048Liabilities 2021: $0Net Assets 2021: $2,805,0482021Assets 2022: $2,911,182Liabilities 2022: $0Net Assets 2022: $2,911,1822022Assets 2023: $2,847,238Liabilities 2023: $0Net Assets 2023: $2,847,2382023Assets 2024: $2,895,010Liabilities 2024: $0Net Assets 2024: $2,895,0102024

Highlighted filing

2013

Assets$1,617,585
Liabilities$0
Net Assets$1,617,585

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $119,953Expenses 2011: $77,460Net Income 2011: $42,4932011Expenses 2012: $95,3532012Expenses 2013: $142,5792013Revenue 2014: $191,361Expenses 2014: $124,715Net Income 2014: $66,6462014Revenue 2015: $934,880Expenses 2015: $192,073Net Income 2015: $742,8072015Revenue 2016: $176,099Expenses 2016: $196,379Net Income 2016: -$20,2802016Revenue 2017: $240,111Expenses 2017: $204,622Net Income 2017: $35,4892017Revenue 2018: $232,120Expenses 2018: $179,331Net Income 2018: $52,7892018Revenue 2019: $201,617Expenses 2019: $183,296Net Income 2019: $18,3212019Revenue 2020: $363,798Expenses 2020: $180,893Net Income 2020: $182,9052020Revenue 2021: $313,132Expenses 2021: $204,346Net Income 2021: $108,7862021Revenue 2022: $346,768Expenses 2022: $240,634Net Income 2022: $106,1342022Revenue 2023: $190,495Expenses 2023: $254,439Net Income 2023: -$63,9442023Revenue 2024: $184,494Expenses 2024: $191,612Net Income 2024: -$7,1182024

Highlighted filing

2013

Revenue-
Expenses$142,579
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Dec 31, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA CHYETTECo-Trustee-$16,950-$16,950
FIRST MIDWEST BANKCo-Trustee-$10,213-$10,213
TIMOTHY G CARROLLCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-FOR PURCHASE OF VAN AND SUPPORTIVE SERVICESPUBLICCHICAGO, IL, US$48,000
Paid Grant-RESEARCH STUDIES IN SCHIZOPHRENIAPUBLICCINCINNATI, OH, US$10,000
Paid Grant-DONATION FOR FOREVER FITNESS AND YOGA FOR P D CLASSESPUBLICCINCINNATI, OH, US$6,000
Paid Grant-DONATION TO COGNITIVE ENHANCEMENT PROGRAMPUBLICCINCINNATI, OH, US$5,800
Paid Grant-DONATION FOR SAHEL REGION OF AFRICAPUBLICNEW YORK, NY, US$5,000
Paid Grant-GENERAL OPERATINGPUBLICCINCINNATI, OH, US$2,380
Paid Grant-GENERAL OPERATINGPUBLICTAMPA, FL, US$1,500
Paid Grant-GENERAL OPERATINGPUBLICCINCINNATI, OH, US$1,000
Paid Grant-GENERAL OPERATINGPUBLICSCOTTSDALE, AZ, US$1,000
Filing and Contact Details

Filer

EIN
20-1921857
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5032 SHS JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5192 SHS JAPAN TOBACCO INC 2914
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52255 SHS INTL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53292 SHS INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5492 SHS IMPERIAL TOB GRP SPS ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5547 SHS HSBC HLDG PLC SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56632 SHS HENNES AND MAURITZ AB ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57278 SHS HALLIBURTON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5843 SHS GOOGLE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5995 SHS GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6060 SHS GLAXOSMITHKLINE PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6175 SHS GIVAUDAN SA UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6251 SHS GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63245 SHS EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64119 SHS EUTELSAT COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6558 SHS ENI S P A SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6650 SHS EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67669 SHS EMC CORPORATION MASS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68218 SHS DR PEPPER SNAPPLE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69321 SHS DOW CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70147 SHS DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71293 SHS DISNEY (WALT) CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72364 SHS DISCOVER FINL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7331 SHS DIAGEO PLC SPSD ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74107 SHS DEUTSCHE POST AG SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7551 SHS DBS GROUP HLDGS SPN ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76454 SHS CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77641 SHS COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78398 SHS COCA COLA COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79669 SHS CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80893 SHS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81253 SHS CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82203 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8341 SHS BRITISH AMN TOBACO SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84113 SHS BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8544 SHS BIOGEN IDEC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8643 SHS BHP BILLITON PLC SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87102 SHS ATLAS COPCO A ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88113 SHS AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89762 SHS APPLIED MATERIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9051 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9143 SHS ANHEUSER-BUSCH INVEB ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92155 SHS AMGEN INC COM PV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93374 SHS AMERICAN INTL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94127 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95264 SHS AGILENT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96177 SHS AETNA INC
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0332065
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0328164
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount038911
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0110817
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount02
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0149730
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0149730
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm04625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss04625
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0110817
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps016950
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm010213
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss027163
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps080680
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss080680
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm038911
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss038911
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses07151
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0655273
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss07
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm04146
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss04146
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0110817
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0108128
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm086
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss086
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm022060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss022060
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0472
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss03812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps097630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm041602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0142579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0149730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0149730
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps016950
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm041602
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss061899
IRS990PF/BalanceSheets/CapitalStockBOY01610434
IRS990PF/BalanceSheets/CapitalStockEOY01617585
IRS990PF/BalanceSheets/CashBOY0423
IRS990PF/BalanceSheets/CashEOY0597
IRS990PF/BalanceSheets/CashEOYFMV0597
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0251372
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0263056
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0266393
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0968932
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0951049
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01225919
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0322272
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0332065
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0328164
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsEOY0876
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0876
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY067435

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.18$0.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.19$0.25$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.35$0.24$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.31$0.20$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.36$0.18$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.20$0.18$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.23$0.18$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.24$0.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.18$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.93$0.19$0.74
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.19$0.12$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.10
2011Summary only. Only limited summary data is available for this year.$1.55$0.00$0.12$0.08$0.04