Civic Intelligence

Robert and Helen Holland Charitable Annuity Tr

990PF • Fiscal year 2011 • EIN 20-6554587

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 21, 2012

P O Box 128005302
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

88th percentile

$21,908

Higher top officer pay than 88% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$3,055,901

No earlier filing loaded for comparison.

Net Assets

$3,055,901

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$195,566

No earlier filing loaded for comparison.

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,055,901Liabilities 2011: $0Net Assets 2011: $3,055,9012011Assets 2012: $3,014,704Liabilities 2012: $0Net Assets 2012: $3,014,7042012Assets 2013: $2,902,810Liabilities 2013: $02013Assets 2014: $2,832,692Liabilities 2014: $02014Assets 2015: $2,842,063Liabilities 2015: $02015Assets 2019: $2,495,446Liabilities 2019: $02019Assets 2020: $2,851,135Liabilities 2020: $0Net Assets 2020: $2,851,1352020Assets 2021: $3,057,195Liabilities 2021: $0Net Assets 2021: $3,057,1952021Assets 2022: $2,910,396Liabilities 2022: $0Net Assets 2022: $2,910,3962022Assets 2023: $2,795,827Liabilities 2023: $0Net Assets 2023: $2,795,8272023Assets 2024: $2,739,679Liabilities 2024: $0Net Assets 2024: $2,739,6792024

Highlighted filing

2011

Assets$3,055,901
Liabilities$0
Net Assets$3,055,901

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $195,5662011Expenses 2012: $202,1902012Revenue 2013: $96,400Expenses 2013: $206,922Net Income 2013: -$110,5222013Revenue 2014: $149,544Expenses 2014: $219,356Net Income 2014: -$69,8122014Revenue 2015: $227,154Expenses 2015: $217,785Net Income 2015: $9,3692015Revenue 2019: $94,431Expenses 2019: $245,351Net Income 2019: -$150,9202019Revenue 2020: $615,614Expenses 2020: $259,923Net Income 2020: $355,6912020Revenue 2021: $525,947Expenses 2021: $319,894Net Income 2021: $206,0532021Revenue 2022: $149,922Expenses 2022: $296,667Net Income 2022: -$146,7452022Revenue 2023: $153,880Expenses 2023: $268,191Net Income 2023: -$114,3112023Revenue 2024: $237,680Expenses 2024: $294,153Net Income 2024: -$56,4732024

Highlighted filing

2011

Revenue-
Expenses$195,566
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 21, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$21,908-$21,908
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMary Hitchcock Memorial HospitalMEDICAL RESEARCHEXEMPTLebanon, NH, US$170,548
Filing and Contact Details

Filer

EIN
20-6554587
Raw XML AppendixShowing 400 of 430 raw XML fields

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0600. SANOFI SPONS ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset125667.351 T ROWE SHORT TERM BOND FD #55
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23500. CISCO SYS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31500. JOHNSON & JOHNSON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41800. SYSCO CORP
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset620000. VT HSG FIN AGCY SIN 3.80% 05/01/2011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset74000. BANK OF AMERICA CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8200. EXXON MOBIL CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9500. GENERAL ELECTRIC CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10500. MCCORMICK & CO INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11500. ABBOTT LABORATORIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12500. DOMINION RES INV VA NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13500. INTEL CORP
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset151000. HEWLETT PACKARD CO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset175000. VT HSG FIN AGY 4.000% 05/01/12
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19200. HCP INC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21100. MCDONALDS CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22700. PIMCO LOW DURATION
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IRS990PF/SummaryOfDirectCharitableActy/Description10THE TRUST DISTRIBUTIONS TO DARTMOUTH-HITCHCOCK MEDICAL CENTE ARE FOR THE STUDY AND TREATMENT OF LEUKEMIA IN THE CT RIVER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MEDICAL RESEARCH
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20Holland Leckemia Research Fund
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OtherDecreasesSchedule/OtherDecreases/Amount01100
OtherDecreasesSchedule/OtherDecreases/Description0PAYMENT OF TAX ESTIMATE IN JAN 2012
OtherExpensesSchedule/OtherExpenses/Description0FOREIGN TAXES
OtherExpensesSchedule/OtherExpenses/Description1FOREIGN TAXES ON QUALIFIED FOR
OtherExpensesSchedule/OtherExpenses/Description2FOREIGN TAXES ON NONQUALIFIED
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