Civic Intelligence

Harold C Weamer Charitable Remainder Annuity Trust

990PF • Fiscal year 2012 • EIN 23-6958908

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 09, 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

88th percentile

$22,469

Higher top officer pay than 88% of similar nonprofits.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$1,702,413

No earlier filing loaded for comparison.

Net Assets

$1,702,413

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$114,262

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,702,413Liabilities 2012: $0Net Assets 2012: $1,702,4132012Assets 2020: $1,583,579Liabilities 2020: $0Net Assets 2020: $1,583,5792020Assets 2021: $1,645,475Liabilities 2021: $0Net Assets 2021: $1,645,4752021Assets 2022: $1,706,416Liabilities 2022: $0Net Assets 2022: $1,706,4162022Assets 2023: $1,631,853Liabilities 2023: $0Net Assets 2023: $1,631,8532023Assets 2024: $1,626,737Liabilities 2024: $0Net Assets 2024: $1,626,7372024Assets 2025: $1,611,607Liabilities 2025: $0Net Assets 2025: $1,611,6072025

Highlighted filing

2012

Assets$1,702,413
Liabilities$0
Net Assets$1,702,413
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2012: $114,2622012Revenue 2020: $96,505Expenses 2020: $100,997Net Income 2020: -$4,4922020Revenue 2021: $180,107Expenses 2021: $118,612Net Income 2021: $61,4952021Revenue 2022: $167,115Expenses 2022: $105,801Net Income 2022: $61,3142022Revenue 2023: $45,239Expenses 2023: $120,021Net Income 2023: -$74,7822023Revenue 2024: $113,096Expenses 2024: $117,274Net Income 2024: -$4,1782024Revenue 2025: $108,646Expenses 2025: $123,422Net Income 2025: -$14,7762025

Highlighted filing

2012

Revenue-
Expenses$114,262
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$22,469-$22,469
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLIFEQUEST FOUNDATIONGENERAL SUPPORTEXEMPTQUAKERTOWN, PA, US$20,336
Paid GrantTRINITY LUTHERAN CHURCHGENERAL SUPPORTEXEMPTQUAKERTOWN, PA, US$20,336
Paid GrantST JOHNS EVANGELICAL CHURCHGENERAL SUPPORTEXEMPTQUAKERTOWN, PA, US$20,336
Paid GrantQUAKERTOWN UNITED METH CHURCHGENERAL SUPPORTEXEMPTQUAKERTOWN, PA, US$20,336
Paid GrantDREXEL UNIVERSITYGENERAL SUPPORTEXEMPTPHILADELPHIA, PA, US$100
Filing and Contact Details

Filer

EIN
23-6958908
Raw XML AppendixShowing 400 of 879 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/DescriptionOfAsset0168. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11761. ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22432.979 ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35092.7 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4117.3 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51611.294 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6108. DIAMOND HILL LONG-SHORT FD CL I #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset767. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset82235. DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset93208.302 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset101444.698 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11941. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1284. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13179. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14184. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset157411. GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset164479.068 GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17834. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18157. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19108. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset201815.761 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset211296. GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset221722.497 GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23254. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24127. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2532. ISHARES S&P 500 INDEX FUND

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,702,413
Liabilities
$0
Net assets
$1,702,413
Revenue
-
Expenses
$114,262
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.11$0.12$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.11$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.05$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.17$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.18$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10$0.10$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.11