Civic Intelligence

Hans S Mannheimer Trust Main

990PF • Fiscal year 2013 • EIN 22-6161919

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 21, 2014

Organization Profile
1525 W Wt Harris Blvd D1114-04428262

(336) 747-8203

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

54th percentile

$86,952

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

33rd percentile

-1.2%

Faster asset growth than 33% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$9,586,423

Down $111,970 (-1.2%) from 2012

Net Assets

Down

$9,586,423

Down $111,970 (-1.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin14th percentile

Revenue

$423,079

No earlier filing loaded for comparison.

Expenses

Down

$529,356

Down $9,664 (-1.8%) from 2012

Net Income

-$106,277

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$15M$10M$5.0M$0Assets 2011: $10,036,999Liabilities 2011: $0Net Assets 2011: $10,036,9992011Assets 2012: $9,698,393Liabilities 2012: $0Net Assets 2012: $9,698,3932012Assets 2013: $9,586,423Liabilities 2013: $0Net Assets 2013: $9,586,4232013Assets 2014: $9,562,239Liabilities 2014: $0Net Assets 2014: $9,562,2392014Assets 2015: $9,359,816Liabilities 2015: $0Net Assets 2015: $9,359,8162015Assets 2016: $9,064,177Liabilities 2016: $0Net Assets 2016: $9,064,1772016Assets 2017: $8,884,396Liabilities 2017: $0Net Assets 2017: $8,884,3962017Assets 2018: $8,818,104Liabilities 2018: $0Net Assets 2018: $8,818,1042018Assets 2019: $8,849,670Liabilities 2019: $0Net Assets 2019: $8,849,6702019Assets 2020: $8,608,733Liabilities 2020: $0Net Assets 2020: $8,608,7332020Assets 2021: $8,504,312Liabilities 2021: $0Net Assets 2021: $8,504,3122021Assets 2022: $8,175,823Liabilities 2022: $0Net Assets 2022: $8,175,8232022Assets 2023: $8,154,321Liabilities 2023: $0Net Assets 2023: $8,154,3212023Assets 2024: $8,546,112Liabilities 2024: $0Net Assets 2024: $8,546,1122024

Highlighted filing

2013

Assets$9,586,423
Liabilities$0
Net Assets$9,586,423
Open 2013 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 2011: $540,8062011Expenses 2012: $539,0202012Revenue 2013: $423,079Expenses 2013: $529,356Net Income 2013: -$106,2772013Revenue 2014: $450,607Expenses 2014: $542,466Net Income 2014: -$91,8592014Revenue 2015: $489,631Expenses 2015: $703,350Net Income 2015: -$213,7192015Revenue 2016: $399,070Expenses 2016: $693,364Net Income 2016: -$294,2942016Revenue 2017: $517,087Expenses 2017: $697,448Net Income 2017: -$180,3612017Revenue 2018: $629,741Expenses 2018: $712,261Net Income 2018: -$82,5202018Revenue 2019: $733,414Expenses 2019: $701,895Net Income 2019: $31,5192019Revenue 2020: $483,562Expenses 2020: $724,456Net Income 2020: -$240,8942020Revenue 2021: $683,121Expenses 2021: $785,213Net Income 2021: -$102,0922021Revenue 2022: $553,810Expenses 2022: $881,703Net Income 2022: -$327,8932022Revenue 2023: $886,791Expenses 2023: $900,266Net Income 2023: -$13,4752023Revenue 2024: $1,286,945Expenses 2024: $899,651Net Income 2024: $387,2942024

Highlighted filing

2013

Revenue$423,079
Expenses$529,356
Net Income-$106,277
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 21, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo-TrusteeFT$86,952-$86,952
Warren Lewis EsqCo-Trustee-$28,984-$28,984
Filing and Contact Details

Filer

EIN
22-6161919
Phone
3367478203

Signing Officer

Name
-
Title
Trustee
Phone
3367478203
Signed
2014-04-21
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46H8912P106 TYCO ELECTRONICS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7287612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73887389104 TIMKEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7491324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75983134107 WYNN RESORTS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76G1151C101 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77464287168 ISHARES SELECT DIVID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7850076Q106 KRAFT FOODS GROUP IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80902641646 E-TRACS ALERIAN MLP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8100287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82046353108 ASTRAZENECA PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8305523R107 BAE SYSTEMS PLC - AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84055262505 BASF AKTIENGESELLSCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8505545E209 BHP BILLITON PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8605946K101 BANCO BILBAO VIZCAYA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87063671101 BANK MONTREAL QUE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88064149107 BANK N S HALIFAX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89110448107 BRITISH AMERICAN TOB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90251542106 DEUTSCHE BOERSE AG A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9125746U109 DOMINION RES INC VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9226441C204 DUKE ENERGY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9326874R108 ENI SPA - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9437733W105 GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95404280406 HSBC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96413875105 HARRIS CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97465717106 ITOCHU CORP-UNSPONSO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98492051305 KEPPEL LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99494368103 KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100500472303 PHILIPS ELECTRONICS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10359410T106 MICHELIN (CGDE) ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104636274300 NATIONAL GRID PLC AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105641069406 NESTLE S.A. REGISTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106654744408 NISSAN MOTOR CO., LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10766987V109 NOVARTIS AG - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10869351T106 PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11174435K204 PRUDENTIAL PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112756255204 RECKITT BENCKIS/S AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113771195104 ROCHE HOLDINGS LTD -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114780259206 ROYAL DUTCH SHELL PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11580105N105 SANOFI-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116826197501 SIEMENS AG - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11782929R304 SINGAPORE TELECOMMUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11886562M209 SUMITOMO TRUST AND B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119870297801 MLN ELEMENTS ROGERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12087944W105 TELENOR ASA - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12187960M205 TELIASONERA AB-UNSPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12287969N204 TELSTRA CORP-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12389151E109 TOTAL S.A. - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124904784709 UNILEVER N.V. - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125989825104 ZURICH INSURANCE GRO
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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,586,423
Liabilities
$0
Net assets
$9,586,423
Revenue
$423,079
Expenses
$529,356
Net income
-$106,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.55$0.00$8.55$1.29$0.90$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.00$8.15$0.89$0.90$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.18$0.00$8.18$0.55$0.88$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.50$0.00$8.50$0.68$0.79$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.61$0.00$8.61$0.48$0.72$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.85$0.00$8.85$0.73$0.70$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$0.63$0.71$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.88$0.00$8.88$0.52$0.70$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$0.00$9.06$0.40$0.69$0.29
2015Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$0.49$0.70$0.21
2014Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.45$0.54$0.09
2013Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.42$0.53$0.11
2012Detailed filing. Detailed filing data is available for this year.$9.70$0.00$9.70$0.54
2011Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.54