Civic Intelligence

Caroline J S Sanders Charitable Trust II 6514707

990PF • Fiscal year 2012 • EIN 23-2676889

Oct 01, 2011 to Sep 30, 2012 • Filed on Dec 14, 2012

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
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.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$30,384

Higher top officer pay than 92% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

24th percentile

-3.9%

Faster asset growth than 24% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,275,706

Down $133,788 (-3.9%) from 2011

Net Assets

$3,275,706

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$192,351

Up $2,793 (+1.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,409,494Liabilities 2011: $02011Assets 2012: $3,275,706Liabilities 2012: $0Net Assets 2012: $3,275,7062012Assets 2013: $3,329,004Liabilities 2013: $02013Assets 2014: $3,262,277Liabilities 2014: $02014Assets 2015: $3,163,490Liabilities 2015: $02015Assets 2018: $3,012,656Liabilities 2018: $0Net Assets 2018: $3,012,6562018Assets 2019: $2,996,647Liabilities 2019: $0Net Assets 2019: $2,996,6472019Assets 2020: $2,978,748Liabilities 2020: $0Net Assets 2020: $2,978,7482020Assets 2021: $3,166,504Liabilities 2021: $0Net Assets 2021: $3,166,5042021Assets 2022: $3,131,159Liabilities 2022: $0Net Assets 2022: $3,131,1592022Assets 2023: $3,079,455Liabilities 2023: $0Net Assets 2023: $3,079,4552023Assets 2024: $3,114,834Liabilities 2024: $0Net Assets 2024: $3,114,8342024Assets 2025: $3,183,523Liabilities 2025: $0Net Assets 2025: $3,183,5232025

Highlighted filing

2012

Assets$3,275,706
Liabilities$0
Net Assets$3,275,706
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: $113,470Expenses 2011: $189,558Net Income 2011: -$76,0882011Expenses 2012: $192,3512012Revenue 2013: $248,911Expenses 2013: $195,047Net Income 2013: $53,8642013Revenue 2014: $162,126Expenses 2014: $227,470Net Income 2014: -$65,3442014Revenue 2015: $111,522Expenses 2015: $212,228Net Income 2015: -$100,7062015Revenue 2018: $195,523Expenses 2018: $205,725Net Income 2018: -$10,2022018Revenue 2019: $191,342Expenses 2019: $208,065Net Income 2019: -$16,7232019Revenue 2020: $188,642Expenses 2020: $204,881Net Income 2020: -$16,2392020Revenue 2021: $401,212Expenses 2021: $213,585Net Income 2021: $187,6272021Revenue 2022: $198,141Expenses 2022: $234,708Net Income 2022: -$36,5672022Revenue 2023: $113,509Expenses 2023: $165,057Net Income 2023: -$51,5482023Revenue 2024: $192,665Expenses 2024: $155,151Net Income 2024: $37,5142024Revenue 2025: $308,900Expenses 2025: $239,525Net Income 2025: $69,3752025

Highlighted filing

2012

Revenue-
Expenses$192,351
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Dec 14, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bank NACo-TrusteeFT$30,384-$30,384
Mr Thomas A BrownCo TrusteeFT$6,882-$6,882
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVARIETY-THE CHILDREN'S CHARITYGENERAL SUPPORTPUBLIC CHARITYPHILADELPHIA, PA, US$10,000
Paid GrantNEIGHBORHOOD CENTER INCSUSTAINING/MPROVING LOW INCOME EDUCATIONPUBLIC CHARITYCAMDEN, NJ, US$8,000
Paid GrantSAUNDERS HOUSEOLD MANS HOSUPPORT FOR OUR BED REPLACEMENT PROGRAMPUBLIC CHARITYWYNNEWOOD, PA, US$7,500
Paid GrantCHILDEREN'S LITERACY INITIATIVECONTINUING & EXPANDING THE DEL. COUNTY INTERPUBLIC CHARITYPHILADELPHIA, PA, US$7,500
Paid GrantSTEPPINGSTONE SCHOLARS INC14-MONTH ACADEMIC PREPARATION & PLACEMENT PROPUBLIC CHARITYPHILADELPHIA, PA, US$7,500
Paid GrantTrevor's Campaign for the HomelessGENERAL SUPPORTPUBLIC CHARITYPhiladelphia, PA, US$5,000
Paid GrantBethesda ProjectGENERAL SUPPORTPUBLIC CHARITYPhiladelphia, PA, US$5,000
Paid GrantTHE WYCK ASSOCIATIONGENERAL SUPPORTPUBLIC CHARITYPHILADELPHIA, PA, US$5,000
Paid GrantVisiting Nurse AssociationGENERAL SUPPORTPUBLIC CHARITYWEST CONSHOHOCKEN, PA, US$5,000
Paid GrantTHE CENTER OF AUTISMGENERAL SUPPORTPUBLIC CHARITYPHILADELPHIA, PA, US$5,000
Paid GrantPhiladelphia Theatre CompanyGENERAL SUPPORTEXEMPTPhiladelphia, PA, US$5,000
Paid GrantTimothy School DevelopmentGENERAL SUPPORTPUBLIC CHARITYBerwyn, PA, US$5,000
Paid GrantTHE SCHOOL FOR CHILDREN WITH HIDDENVOCATIONA TRAINING PROGRAM PHASE 2PUBLIC CHARITYLAKEWOOD, NJ, US$5,000
Paid GrantASSOC SERVICES FOR THE BLIND VISUASB'S CUSTOM BRAILLE DIVISONPUBLIC CHARITYPHILADELPHIA, PA, US$5,000
Paid GrantWAGNER FREE INSTITUTE OF SCIENCESCIENTIFIC SOCIETY PAMPHLETPUBLIC CHARITYPHILADELPHIA, PA, US$5,000
Paid GrantSENIOR COMMUNITY SERVICESHOME-DELIVERED MEALS FOR LOW INCOME ELDERLYPUBLIC CHARITYFOLSOM, PA, US$5,000
Paid GrantPHILABUNDANCEFUNDING FOR THE PHIL. FRESH FOR ALL PROGRAMPUBLIC CHARITYPHILADELPHIA, PA, US$5,000
Paid GrantADOPTION CENTER OF DELAWAREWAITING CHILD FEATURESPUBLIC CHARITYPhiladelphia, PA, US$5,000
Paid GrantTHE CANCER SUPPORT COMMUNITY OF PASUPPORT SERVICES FOR CHILDREN AFFECTED BY CANPUBLIC CHARITYPHILADELPHIA, PA, US$5,000
Paid GrantNATIONA LIBERTY MUSEUM2011 ANTI-VIOLENCE EDUCAION PROGRAM FOR LOW-PUBLIC CHARITYPHILADELPHIA, PA, US$5,000
Paid GrantTHE WILMA THEATERRENEWED SUPPORT FOR WILMAGINATION PUBLIC SCHOPUBLIC CHARITYPHILADELPHIA, PA, US$5,000
Paid GrantMetropolitan Area Neighborhood NutrTO PROVIDE MANNA'S SERVICES TO QUILFYING SENIPUBLIC CHARITYPHILADELPHIA, PA, US$3,500
Paid GrantFIGHT TO LEARN PROGRAMGENERAL SUPPORTPUBLIC CHARITYCAMDEN, NJ, US$2,500
Paid GrantLITTLE BROTHERS-FRIENDS OF THEGENERAL SUPPORTPUBLIC CHARITYDAYTON, NJ, US$2,500
Paid GrantALIENS LANE ART CENTEREXCEPTIONAL ART PROGRAMPUBLIC CHARITYHAVERFORD, PA, US$2,500
Paid GrantINN DWELLINGGENERAL SUPPORTPUBLIC CHARITYMALVERN, PA, US$2,500
Paid GrantNORTHWEST PHILADELPHIA INTERFAITHGENERAL SUPPORTPUBLIC CHARITYWYNNEWOOD, PA, US$2,500
Paid GrantCRADLE OF LIBERTY COUNCIL BOYGENERAL SUPPORTPUBLIC CHARITYPHILADELPHIA, PA, US$2,500
Paid GrantPhiladelphia Young PlaywrightsGENERAL SUPPORTPUCBLIC CHARITYPhiladelphia, PA, US$2,500
Paid GrantSEEING EYETO EMPOWER BLIND AND VISUALLY-IMPAIRED PEOPLEPUBLIC CHARITYMORRISTOWN, NJ, US$2,500
Paid GrantYOUTH SERVICE INCHEALTH AND EDUCATIONAL NEEDS OF HOMELESS YOUTPUBLIC CHARITYPHILADELPHIA, PA, US$2,500
Paid GrantJOHN BARTRAM ASSOCIATIONCHILDREN EDUCATION PROGRAMS AT BARTRAM'S GARDPUBLIC CHARITYPHILADELPHIA, PA, US$2,500
Paid GrantFRIENDS HOME IN KENNETTSUPPORT FOR THE BENEVOLENT RESIDIENT SUBSIDYPUBLIC CHARITYPHILADELPHIA, PA, US$2,000
Filing and Contact Details

Filer

EIN
23-2676889
Raw XML AppendixShowing 400 of 1,035 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.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-12-21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-02-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-01-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset06107.872 ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1383.468 FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22836.005 FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3574.363 FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42721.686 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5572.264 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6755.858 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,275,706
Liabilities
$0
Net assets
$3,275,706
Revenue
-
Expenses
$192,351
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.31$0.24$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.19$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.11$0.17$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.20$0.23$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.40$0.21$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.19$0.20$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.19$0.21$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.20$0.21$0.01
2015Summary only. Only limited summary data is available for this year.$3.16$0.00$0.11$0.21$0.10
2014Summary only. Only limited summary data is available for this year.$3.26$0.00$0.16$0.23$0.07
2013Summary only. Only limited summary data is available for this year.$3.33$0.00$0.25$0.20$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.19
2011Summary only. Only limited summary data is available for this year.$3.41$0.00$0.11$0.19$0.08