Civic Intelligence

Romaine H Yagel Trust

990PF • Fiscal year 2011 • EIN 23-6640915

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 30, 2012

One M T Plaza 8th Floor14203
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

91st percentile

$3,012

Higher top officer pay than 91% of similar nonprofits.

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

Asset Growth

41st percentile

-3.6%

Faster asset growth than 41% 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

$191,312

Down $7,153 (-3.6%) from 2010

Net Assets

Down

$191,312

Down $7,153 (-3.6%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$10,515

Up $835 (+8.6%) 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.

$200K$150K$100K$50K$0Assets 2010: $198,465Liabilities 2010: $0Net Assets 2010: $198,4652010Assets 2011: $191,312Liabilities 2011: $0Net Assets 2011: $191,3122011Assets 2012: $185,470Liabilities 2012: $0Net Assets 2012: $185,4702012Assets 2013: $192,190Liabilities 2013: $0Net Assets 2013: $192,1902013Assets 2014: $194,286Liabilities 2014: $0Net Assets 2014: $194,2862014Assets 2015: $195,703Liabilities 2015: $0Net Assets 2015: $195,7032015Assets 2016: $184,465Liabilities 2016: $0Net Assets 2016: $184,4652016Assets 2017: $187,892Liabilities 2017: $0Net Assets 2017: $187,8922017Assets 2018: $184,079Liabilities 2018: $0Net Assets 2018: $184,0792018Assets 2019: $178,523Liabilities 2019: $0Net Assets 2019: $178,5232019Assets 2020: $171,651Liabilities 2020: $0Net Assets 2020: $171,6512020Assets 2021: $173,758Liabilities 2021: $0Net Assets 2021: $173,7582021Assets 2022: $167,639Liabilities 2022: $0Net Assets 2022: $167,6392022Assets 2023: $161,709Liabilities 2023: $0Net Assets 2023: $161,7092023Assets 2024: $160,919Liabilities 2024: $0Net Assets 2024: $160,9192024

Highlighted filing

2011

Assets$191,312
Liabilities$0
Net Assets$191,312

Operations Trend

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $9,6802010Expenses 2011: $10,5152011Expenses 2012: $13,4462012Revenue 2013: $20,987Expenses 2013: $14,296Net Income 2013: $6,6912013Revenue 2014: $17,435Expenses 2014: $15,321Net Income 2014: $2,1142014Revenue 2015: $16,017Expenses 2015: $14,600Net Income 2015: $1,4172015Revenue 2016: $2,338Expenses 2016: $13,584Net Income 2016: -$11,2462016Revenue 2017: $19,052Expenses 2017: $15,625Net Income 2017: $3,4272017Revenue 2018: $12,026Expenses 2018: $15,801Net Income 2018: -$3,7752018Revenue 2019: $9,435Expenses 2019: $15,021Net Income 2019: -$5,5862019Revenue 2020: $8,219Expenses 2020: $15,126Net Income 2020: -$6,9072020Revenue 2021: $18,577Expenses 2021: $16,434Net Income 2021: $2,1432021Revenue 2022: $8,754Expenses 2022: $14,862Net Income 2022: -$6,1082022Revenue 2023: $6,948Expenses 2023: $12,836Net Income 2023: -$5,8882023Revenue 2024: $13,390Expenses 2024: $13,986Net Income 2024: -$5962024

Highlighted filing

2011

Revenue-
Expenses$10,515
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 30, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M AND T TRUST COMPANYTrusteePT$3,012-$3,012
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLSS OF SOUTH CENTRAL PASUPPORTNONEYORK, PA, US$7,355
Filing and Contact Details

Filer

EIN
23-6640915
Raw XML AppendixShowing 400 of 854 raw XML fields

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired582007-12-04
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired602007-05-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired622011-02-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342011-10-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372011-10-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412011-10-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462011-11-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502011-11-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold632011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0140.207 LSV VALUE EQUITY FUND STRATEGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset164. ALPINE GLOBAL PREMIER PPTYS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset220.246 HARBOR INTERNATIONAL FUND #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset380. ING CLARION GLOBAL R/E INCOME FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset432.632 T. ROWE PRICE INST LGE-CAP GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset549.914 MTB SM CAP GRWTH-INST I-FD #555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset661.384 MTB MID CAP GRWTH-INST I-FD #401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset773.339 MTB LGE CAP VAL-INST I #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8135.145 MTB LGE CAP GRWTH-INST I #299
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9146.782 MTB INTL EQ-INST I-FD #270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1013.654 MASTERS SELECT INTERNATIONAL FD #306
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1110.703 MORGAN STANLEY FOCUS GROWTH CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12206.125 RIDGEWORTH SEIX FLT RATE HI INC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13.7119 ALPINE GLOBAL PREMIER PPTYS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1427.899 LSV VALUE EQUITY FUND STRATEGY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1578. ALPINE GLOBAL PREMIER PPTYS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset161.495 DREYFUS INTERNATIONAL BOND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset172.903 GUINNESS ATKINSON CHINA & HONG KONG
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset184.572 GUINNESS ATKINSON - GLBL ENERGY FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset192.535 HARBOR INTERNATIONAL FUND #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2064. ING CLARION GLOBAL R/E INCOME FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2122.739 LAZARD EMRG-MKTS EQ PORTFOLIO CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2216.398 MTB SM CAP GRWTH-INST I-FD #555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2311.655 MTB MID CAP GRWTH-INST I-FD #401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2417.634 MTB LGE CAP VAL-INST I #327

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.14$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.09$0.15$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.19$0.16$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.08$0.15$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.09$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.12$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.19$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.02$0.14$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.16$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.17$0.15$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.21$0.14$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.10