Civic Intelligence

M Ammon Trust 1-110008364 Meridian Trust Co

990PF • Fiscal year 2011 • EIN 23-6494804

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 16, 2012

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

58th percentile

0.00x

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

2011 filings • <$500k 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

95th percentile

$5,132

Higher top officer pay than 95% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

46th percentile

-1.7%

Faster asset growth than 46% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$343,254

Down $5,851 (-1.7%) from 2010

Net Assets

Down

$343,254

Down $5,851 (-1.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$20,589

Up $1,714 (+9.1%) from 2010

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.

$400K$300K$200K$100K$0Assets 2010: $349,105Liabilities 2010: $0Net Assets 2010: $349,1052010Assets 2011: $343,254Liabilities 2011: $0Net Assets 2011: $343,2542011Assets 2012: $341,878Liabilities 2012: $0Net Assets 2012: $341,8782012Assets 2013: $332,818Liabilities 2013: $0Net Assets 2013: $332,8182013Assets 2014: $332,074Liabilities 2014: $0Net Assets 2014: $332,0742014Assets 2015: $323,778Liabilities 2015: $0Net Assets 2015: $323,7782015Assets 2016: $310,347Liabilities 2016: $0Net Assets 2016: $310,3472016Assets 2017: $307,516Liabilities 2017: $0Net Assets 2017: $307,5162017Assets 2018: $311,677Liabilities 2018: $0Net Assets 2018: $311,6772018Assets 2019: $320,507Liabilities 2019: $0Net Assets 2019: $320,5072019Assets 2020: $322,991Liabilities 2020: $0Net Assets 2020: $322,9912020Assets 2021: $340,158Liabilities 2021: $0Net Assets 2021: $340,1582021Assets 2022: $329,496Liabilities 2022: $0Net Assets 2022: $329,4962022Assets 2023: $316,473Liabilities 2023: $0Net Assets 2023: $316,4732023Assets 2024: $310,925Liabilities 2024: $0Net Assets 2024: $310,9252024

Highlighted filing

2011

Assets$343,254
Liabilities$0
Net Assets$343,254

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $18,8752010Expenses 2011: $20,5892011Expenses 2012: $23,6002012Revenue 2013: $14,883Expenses 2013: $24,329Net Income 2013: -$9,4462013Revenue 2014: $22,712Expenses 2014: $22,894Net Income 2014: -$1822014Revenue 2015: $9,668Expenses 2015: $18,632Net Income 2015: -$8,9642015Revenue 2016: $11,498Expenses 2016: $24,668Net Income 2016: -$13,1702016Revenue 2017: $22,116Expenses 2017: $24,953Net Income 2017: -$2,8372017Revenue 2018: $22,641Expenses 2018: $18,246Net Income 2018: $4,3952018Revenue 2019: $29,259Expenses 2019: $20,385Net Income 2019: $8,8742019Revenue 2020: $24,017Expenses 2020: $21,465Net Income 2020: $2,5522020Revenue 2021: $39,108Expenses 2021: $21,990Net Income 2021: $17,1182021Revenue 2022: $14,251Expenses 2022: $24,857Net Income 2022: -$10,6062022Revenue 2023: $9,738Expenses 2023: $22,393Net Income 2023: -$12,6552023Revenue 2024: $15,397Expenses 2024: $21,249Net Income 2024: -$5,8522024

Highlighted filing

2011

Revenue-
Expenses$20,589
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 16, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANKTrusteeFT$5,132-$5,132
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAREGENERAL SUPPORTPUBLIC CHARITYATLANTA, GA, US$5,480
Paid GrantAMERICAN INDIAN COLLEGE FUNDGENERAL SUPPORTPUBLIC CHARITYDENVER, CO, US$5,480
Paid GrantALBRIGHT COLLEGEGENERAL SUPPORTPUBLIC CHARITYREADING, PA, US$2,740
Filing and Contact Details

Filer

EIN
23-6494804
Raw XML AppendixShowing 400 of 773 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/DateAcquired172008-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182008-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192008-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212008-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222008-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282009-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302007-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312008-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332008-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342009-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired352010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired362010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired372010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired382011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired392009-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired402007-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired422010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired432010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired442010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired452008-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired462008-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired472007-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired482007-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired492007-08-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired502009-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502011-08-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1225.056 ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2340. ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3956.452 ARTIO INTERNATIONAL EQ FD 3# 1529
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset65. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset716. DREYFUS EMG MKT DEBT LOC C-I #6083
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19251. GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2067.568 ING INTERNATIONAL REAL EST-I #2664
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21768.391 ING INTERNATIONAL REAL EST-I #2664
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset222507.935 JPMORGAN HIGH YIELD FUND SS #3580
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2358.234 JPMORGAN HIGH YIELD FUND SS #3580
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2495.694 JPMORGAN HIGH YIELD FUND SS #3580
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2550. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2621. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2787. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28598.427 PIMCO EMERG MKTS BD-INST #137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2963.579 PIMCO EMERG MKTS BD-INST #137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3050. PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31634.975 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3238.025 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3340. SSGA EMERGING MARKETS FD S #1510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34412.808 SSGA EMERGING MARKETS FD S #1510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3545. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3630. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3757. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38116.822 VANGUARD INFLAT PROTECT SEC FD #119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39169.178 VANGUARD INFLAT PROTECT SEC FD #119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40832.603 VANGUARD INFLAT PROTECT SEC FD #119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4115. VANGARD MSCI EMERGING MARKETS EFT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4215. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4313. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4424. VANGUARD REIT VIPER
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset46958.939 WELLS FARGO ADV INTR VA FD-IST #517
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4797. WELLS FARGO ADV INTL BOND-IS #4705
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset48325. WF ADV ENDEAVOR SELECT-I #3124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset491278. WF ADV ENDEAVOR SELECT-I #3124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset50883.536 WF ADV ENDEAVOR SELECT-I #3124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0861
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss177
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2568
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-162
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.15$0.21$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.10$0.22$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.14$0.25$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.39$0.22$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.24$0.21$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.29$0.20$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.23$0.18$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$0.22$0.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.11$0.25$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.10$0.19$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.23$0.23$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.15$0.24$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.24
2011Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.21
2010Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.19