Civic Intelligence

C Pat and Nancy Spurlock Ancestral Trust

990PF • Fiscal year 2011 • EIN 20-3546310

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 30, 2012

Hc 6 Box 1047-j85541
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

52nd percentile

0.0%

Faster asset growth than 52% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Flat

$352

Flat from 2010

Net Assets

Flat

$352

Flat from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$12,000

Down $1,000 (-7.7%) from 2010

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.

$400$300$200$100$0Assets 2010: $352Liabilities 2010: $0Net Assets 2010: $3522010Assets 2011: $352Liabilities 2011: $0Net Assets 2011: $3522011Assets 2012: $70Liabilities 2012: $0Net Assets 2012: $702012Assets 2013: $71Liabilities 2013: $0Net Assets 2013: $712013Assets 2014: $71Liabilities 2014: $0Net Assets 2014: $712014Assets 2015: $72Liabilities 2015: $0Net Assets 2015: $722015Assets 2016: $86Liabilities 2016: $0Net Assets 2016: $862016Assets 2017: $86Liabilities 2017: $0Net Assets 2017: $862017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2011

Assets$352
Liabilities$0
Net Assets$352

Operations Trend

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $13,0002010Expenses 2011: $12,0002011Expenses 2012: $12,2822012Revenue 2013: $12,097Expenses 2013: $12,096Net Income 2013: $12013Revenue 2014: $13,120Expenses 2014: $13,120Net Income 2014: $02014Revenue 2015: $12,171Expenses 2015: $12,170Net Income 2015: $12015Revenue 2016: $12,250Expenses 2016: $12,236Net Income 2016: $142016Revenue 2017: $12,270Expenses 2017: $12,270Net Income 2017: $02017Revenue 2018: $4,500Expenses 2018: $4,586Net Income 2018: -$862018

Highlighted filing

2011

Revenue-
Expenses$12,000
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 30, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
C PAT SPURLOCKTrustee-$0--
NANCY SPURLOCKTrustee-$0--
Filing and Contact Details

Filer

EIN
20-3546310
Raw XML Appendix214 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
CompensationExplanation/Compensation/PersonName0C PAT SPURLOCK
CompensationExplanation/Compensation/PersonName1NANCY SPURLOCK
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss012000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm012000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps012000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss012000
IRS990PF/BalanceSheets/CashBOY0352
IRS990PF/BalanceSheets/CashEOY0352
IRS990PF/BalanceSheets/CashEOYFMV0352
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY0352
IRS990PF/BalanceSheets/TotalAssetsEOY0352
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0352
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0352
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0352
IRS990PF/BalanceSheets/TotalNetAssetsBOY0352
IRS990PF/BalanceSheets/TotalNetAssetsEOY0352
IRS990PF/BalanceSheets/UnrestrictedBOY0352
IRS990PF/BalanceSheets/UnrestrictedEOY0352
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0352
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0352
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0352
IRS990PF/DistributableAmount/Sect4942j3j5FndtnAndFrgnOrg0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0352
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0352
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0352
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn017
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0347
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0352
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0C PAT SPURLOCK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NANCY SPURLOCK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10HC 6 BOX 1047-J
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11HC 6 BOX 1047-J
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PAYSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1PAYSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1AZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode085541
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode185541
IRS990PF/PrivateOperatingFoundations/DateOfRuling02006-09-18
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear012000
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total052700
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year1013000
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year2015700
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year3012000
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear012000
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total052700
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year1013000
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year2015700
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year3012000
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/CurrentYear011
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total053
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year1011
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year2014
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year3017
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct09409
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets09409
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio027.115083
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1037.463977
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2036.768150
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3023.715415
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4021.484375
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5016.143498
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0347
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10347
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20427
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30506
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40512
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50446
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions012000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1013000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2015700
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3012000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4011000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear507200
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0135.57541
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions012000
IRS990PF/QualifyingDistributions/ExpensesAndContributions012000
IRS990PF/QualifyingDistributions/QualifyingDistributions012000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0C PAT SPURLOCK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09284687555
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10HC 6 BOX 1047-J
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PAYSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0AZ
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode085541
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE ORGANIZATION HIRED PROFESSIONAL GENEALOGISTS TO GATHER GENEALOGICAL INFORMATION ON THE ANCESTORS OF THOSE CONTRIBUTING TO THE ORGANIZATION, OR ANY OTHER ANCESTORIAL LINES SPECIFIED BY THE CONTRIBUTOR.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1012000
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/QualifyingDistributions012000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus012000
IRS990PF/UndistributedIncome/TotalCorpus012000
IRS990ScheduleB/ContributorInfo/AggregateContributions012000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10HC 6 BOX 1047J
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0PAYSON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0AZ
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode085541
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0PAT NANCY SPURLOCK
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome012000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount012000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0PAYMENTS TO GENEALOGISTS
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps012000
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0203546310
ReturnHeader/Filer/Name/BusinessNameLine10C PAT AND NANCY SPURLOCK
ReturnHeader/Filer/Name/BusinessNameLine20ANCESTRAL TRUST
ReturnHeader/Filer/NameControl0SPUR
ReturnHeader/Filer/Phone09284687555
ReturnHeader/Filer/USAddress/AddressLine10HC 6 BOX 1047-J
ReturnHeader/Filer/USAddress/City0PAYSON
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085541
ReturnHeader/Officer/DateSigned02012-03-30
ReturnHeader/Officer/Name0C PAT SPURLOCK
ReturnHeader/Officer/Phone09284687555
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-03-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SQUIRE & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101329 SOUTH 800 EAST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OREM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0UT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0840977737
ReturnHeader/Preparer/Name0DOUG FLAKE CPA
ReturnHeader/Preparer/Phone08012256900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-22T18:12:46-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings