Civic Intelligence

Hans S Mannheimer Trust Main

990PF • Fiscal year 2015 • EIN 22-6161919

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 22, 2016

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(336) 747-8203

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

11th percentile

-44%

Higher net margin than 11% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

44th percentile

$86,670

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

8.7%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$9,359,816

Down $202,423 (-2.1%) from 2014

Net Assets

Down

$9,359,816

Down $202,423 (-2.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin11th percentile

Revenue

Up

$489,631

Up $39,024 (+8.7%) from 2014

Expenses

Up

$703,350

Up $160,884 (+30%) from 2014

Net Income

Down

-$213,719

Down $121,860 (-133%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2015

Assets$9,359,816
Liabilities$0
Net Assets$9,359,816
Open 2015 Filing

Operations Trend

Revenue Growth65th percentile

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

2015

Revenue$489,631
Expenses$703,350
Net Income-$213,719
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 22, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo-TrusteeFT$86,670-$86,670
Warren Lewis EsqCo-Trustee-$28,893-$28,893
Filing and Contact Details

Filer

Filer Name
Hans S Mannheimer Trust
EIN
22-6161919
Phone
3367478203
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
3367478203
Signed
2016-04-22
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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/StockNm102532457108 ELI LILLY & CO COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11580105N105 SANOFI-ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124904784709 UNILEVER N.V. - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125989825104 ZURICH INSURANCE GRO
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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,359,816
Liabilities
$0
Net assets
$9,359,816
Revenue
$489,631
Expenses
$703,350
Net income
-$213,719
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