Civic Intelligence

Michael S Applestein Scholarship Fund

990PF • Fiscal year 2011 • EIN 23-7423493

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 30, 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

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

80th percentile

$14,584

Higher top officer pay than 80% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,084,588

No earlier filing loaded for comparison.

Net Assets

$1,084,588

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

$68,187

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.

$1.5M$1.0M$500K$0Assets 2011: $1,084,588Liabilities 2011: $0Net Assets 2011: $1,084,5882011Assets 2012: $1,061,858Liabilities 2012: $0Net Assets 2012: $1,061,8582012Assets 2013: $1,039,539Liabilities 2013: $0Net Assets 2013: $1,039,5392013Assets 2014: $1,037,159Liabilities 2014: $0Net Assets 2014: $1,037,1592014Assets 2015: $1,003,376Liabilities 2015: $0Net Assets 2015: $1,003,3762015Assets 2016: $978,261Liabilities 2016: $0Net Assets 2016: $978,2612016Assets 2017: $977,980Liabilities 2017: $0Net Assets 2017: $977,9802017Assets 2018: $978,066Liabilities 2018: $0Net Assets 2018: $978,0662018Assets 2020: $1,022,494Liabilities 2020: $0Net Assets 2020: $1,022,4942020Assets 2021: $1,062,472Liabilities 2021: $0Net Assets 2021: $1,062,4722021Assets 2022: $1,017,421Liabilities 2022: $0Net Assets 2022: $1,017,4212022Assets 2023: $955,729Liabilities 2023: $0Net Assets 2023: $955,7292023Assets 2024: $956,633Liabilities 2024: $0Net Assets 2024: $956,6332024

Highlighted filing

2011

Assets$1,084,588
Liabilities$0
Net Assets$1,084,588
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $68,1872011Expenses 2012: $66,1822012Revenue 2013: $49,127Expenses 2013: $72,741Net Income 2013: -$23,6142013Revenue 2014: $68,778Expenses 2014: $69,276Net Income 2014: -$4982014Revenue 2015: $35,176Expenses 2015: $71,015Net Income 2015: -$35,8392015Revenue 2016: $43,830Expenses 2016: $67,901Net Income 2016: -$24,0712016Revenue 2017: $67,251Expenses 2017: $67,522Net Income 2017: -$2712017Revenue 2018: $72,035Expenses 2018: $72,332Net Income 2018: -$2972018Revenue 2020: $76,959Expenses 2020: $69,119Net Income 2020: $7,8402020Revenue 2021: $119,080Expenses 2021: $79,275Net Income 2021: $39,8052021Revenue 2022: $39,724Expenses 2022: $84,032Net Income 2022: -$44,3082022Revenue 2023: $29,791Expenses 2023: $90,952Net Income 2023: -$61,1612023Revenue 2024: $53,983Expenses 2024: $54,011Net Income 2024: -$282024

Highlighted filing

2011

Revenue-
Expenses$68,187
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 30, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$14,584-$14,584
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCSA SCHOLARSHIP ADMINSCHOLARSHIPSEXEMPTTAYLORS, SC, US$50,000
Filing and Contact Details

Filer

EIN
23-7423493
Raw XML AppendixShowing 400 of 873 raw XML fields

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52007-08-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-12-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired432009-02-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired502010-12-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-02-02
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-05-23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-05-23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492011-08-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552011-02-02
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582011-02-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622011-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold632011-10-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold652011-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold662011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0135.034 ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12277.966 ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21045. ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31461.966 ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4165. ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset53109. ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6889.19 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset779.628 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8130. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset935. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset101380. DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1126. DREYFUS EMG MKT DEBT LOC C-I #6083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1275. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13329. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14556. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset151182. GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1636.765 GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset174379.235 GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset182691.304 GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19310. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,084,588
Liabilities
$0
Net assets
$1,084,588
Revenue
-
Expenses
$68,187
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.12$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.07$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07