Civic Intelligence

Charles B Mathis Mem Tr

990PF • Fiscal year 2012 • EIN 23-2733573

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 19, 2013

Organization Profile
1 West 4th Street D4000-04127101
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

85th percentile

$18,798

Higher top officer pay than 85% of similar nonprofits.

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

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% 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

$1,627,946

Down $2,390 (-0.1%) from 2011

Net Assets

Down

$1,627,946

Down $2,390 (-0.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$87,980

Down $9,378 (-9.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,630,336Liabilities 2011: $0Net Assets 2011: $1,630,3362011Assets 2012: $1,627,946Liabilities 2012: $0Net Assets 2012: $1,627,9462012Assets 2013: $1,608,611Liabilities 2013: $02013Assets 2014: $1,564,692Liabilities 2014: $02014Assets 2015: $1,474,308Liabilities 2015: $02015Assets 2018: $1,464,647Liabilities 2018: $0Net Assets 2018: $1,464,6472018Assets 2019: $1,555,225Liabilities 2019: $0Net Assets 2019: $1,555,2252019Assets 2020: $1,568,030Liabilities 2020: $0Net Assets 2020: $1,568,0302020Assets 2021: $1,614,301Liabilities 2021: $0Net Assets 2021: $1,614,3012021Assets 2022: $1,593,770Liabilities 2022: $0Net Assets 2022: $1,593,7702022Assets 2023: $1,534,409Liabilities 2023: $0Net Assets 2023: $1,534,4092023Assets 2024: $1,505,847Liabilities 2024: $0Net Assets 2024: $1,505,8472024

Highlighted filing

2012

Assets$1,627,946
Liabilities$0
Net Assets$1,627,946
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $97,3582011Expenses 2012: $87,9802012Revenue 2013: $74,197Expenses 2013: $95,357Net Income 2013: -$21,1602013Revenue 2014: $84,849Expenses 2014: $126,406Net Income 2014: -$41,5572014Revenue 2015: $31,434Expenses 2015: $124,805Net Income 2015: -$93,3712015Revenue 2018: $92,809Expenses 2018: $84,813Net Income 2018: $7,9962018Revenue 2019: $182,515Expenses 2019: $93,100Net Income 2019: $89,4152019Revenue 2020: $115,130Expenses 2020: $102,407Net Income 2020: $12,7232020Revenue 2021: $146,188Expenses 2021: $101,668Net Income 2021: $44,5202021Revenue 2022: $67,825Expenses 2022: $99,192Net Income 2022: -$31,3672022Revenue 2023: $49,234Expenses 2023: $109,929Net Income 2023: -$60,6952023Revenue 2024: $70,999Expenses 2024: $101,358Net Income 2024: -$30,3592024

Highlighted filing

2012

Revenue-
Expenses$87,980
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 19, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$18,798-$18,798
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGIRL SCOUTS OF THE JERSEY SHOREGENERALEXEMPTFARMINGDALE, NJ, US$8,000
Paid GrantDEBORAH HOSPITAL FOUNDATIONMEDICALPUBLIC CHARITYBROWNS MILLS, NJ, US$7,000
Paid GrantTURNING LIVES AROUNDYOUTH HELPLINEPUBLIC CHARITYHAZLET, NJ, US$7,000
Paid GrantMANAHAWKIN UNITED METHODIST CHURCHGENERALEXEMPTMANAHAWKIN, NJ, US$5,000
Paid GrantFIRST ASSEMBLY OF GODGENERALEXEMPTPENNINGTON, NJ, US$5,000
Paid GrantSHOOL FOR CHILDREN WITH HIDDEN INTMUSICAL THERAPY EQUIPMENTPUBLIC CHARITYLAKEWOOD, NJ, US$5,000
Paid GrantYOUR GRANDMOTHERS CUPBOAGENERAL SUPPORTPUBLIC CHARITYTOMS RIVER, NJ, US$3,600
Paid GrantLEHIGH UNIVERSITYGENERA PURPOSE OF THEEXEMPTBETHLEHEM, PA, US$3,000
Paid GrantUNIVERSITY OF NORTH CAROLINAGENERALEXEMPTCHAPEL HILL, NC, US$3,000
Paid GrantRUTGERS THE STATE UNIVERSITYEDUCATIONALPUBLIC EXEMPTPISCATAWAY, NJ, US$3,000
Paid GrantALZHEIMERS ASSOCIATIONGENERALEXEMPTDENVILLE, NJ, US$2,500
Paid GrantTUCKERTON LIBRARY ASSOCIATIONEDUCATIONPUBLIC CHARITYTUCKERTON, NJ, US$2,000
Paid GrantTEAM RANDY INCSUMMER TRAVEL CAMPPUBLIC CHARITYTOMS RIVER, NJ, US$1,600
Paid GrantBOSTON UNIVERSITYGENERALEXEMPTBOSTON, MA, US$1,500
Paid GrantSETON HALL UNIVERSITYGENERALEXEMPTSOUTH ORANGE, NJ, US$1,500
Paid GrantNORTHEASTREN UNIVERSITYGENERALEXEMPTBOSTON, MA, US$1,500
Paid GrantNEW YORK UNIVERSITYGENERALEXEMPTNEW YORK, NY, US$1,500
Paid GrantUNIVERSITY OF VIRGINIAGENERALEXEMPTCHARLOTTESVILLE, VA, US$1,500
Paid GrantLOYOLA UNIVERSITY OF MARYLANDGENERALEXEMPTBALTIMORE, MD, US$1,500
Paid GrantDREXEL UNIVERSITYGENERALEXEMPTPHILADELPHIA, PA, US$1,500
Paid GrantSTEVEN INSTITUTE OF TECHNOLOGYGENERAL SUPPORTPUBLIC EXEMPTHoboken, NJ, US$1,500
Paid GrantARCADIA UNIVERSITYGENERAL SUPPORTEXEMPTGLENSIDE, PA, US$1,500
Paid Grant1st BAPTIST CHURCH OF TOMGENERAL SUPPORTPUBLIC CHARITYTOMS RIVER, NJ, US$265
Paid GrantFRIENDS OF THE OLD YELLOWGENERAL SUPPORTPUBLIC EXEMPTCREAM RIDGE, NJ, US$10
Paid GrantNEW YORK INSTITUTE OF TECHNOLOGYEDUCATIONALPUBLIC EXEMPTNew York, NY, US$-1,500
Filing and Contact Details

Filer

EIN
23-2733573
Raw XML AppendixShowing 400 of 1,000 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/CostOrOtherBasis441499
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172011-10-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192012-02-13
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242010-12-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322010-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired352011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired362011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired372011-05-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-08-09
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10291. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset112367. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12277. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131381. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14212.424 KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15137. MERGER FD SH BEN INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16465. MERGER FD SH BEN INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17398. PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset181318. PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19121. ROWE T PRICE BLUE CHIP GROWTH FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2051. SPDR DJ WILSHIRE INTERNATIONAL REAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21132. SPDR DJ WILSHIRE INTERNATIONAL REAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22139. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2338. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24556.655 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25136.936 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26786.53 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset272270. TEMPLETON FOREIGN FD - ADV #604
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28460. TEMPLETON FOREIGN FD - ADV #604
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2943. VANGARD MSCI EMERGING MARKETS EFT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30115. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3140. VANGUARD REIT VIPER
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset362499. WF ADV C & B LARGE CAP VAL-I #1868
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37605. WF ADV C & B LARGE CAP VAL-I #1868
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4216622.311 WELLS FARGO ADV DIV INTL FD-I #3113
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset43582. WELLS FARGO ADV HI INC-INS #3110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset44205. WELLS FARGO ADV HI INC-INS #3110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset451028. WELLS FARGO ADV HI INC-INS #3110
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset47688. WF ADV GOVT SECURITIES- I #3101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset481631. WF ADV GOVT SECURITIES- I #3101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset492253. WF ADV GOVT SECURITIES- I #3101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset502662. WF ADV SHORT-TERM BOND FUND-I#3102
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51645. WF ADV SHORT-TERM BOND FUND-I#3102
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset522608. WF ADV SHORT-TERM BOND FUND-I#3102
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0273
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-514
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-429
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss474

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,627,946
Liabilities
$0
Net assets
$1,627,946
Revenue
-
Expenses
$87,980
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.07$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.07$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.15$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.12$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.18$0.09$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$1.47$0.00$0.03$0.12$0.09
2014Summary only. Only limited summary data is available for this year.$1.56$0.00$0.08$0.13$0.04
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$0.07$0.10$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.10