Civic Intelligence

The Mclaughlin Whipple Trust

990PF • Fiscal year 2012 • EIN 23-7444444

Jul 01, 2011 to Jun 30, 2012 • Filed on Sep 27, 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

58th percentile

0.00x

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

2012 filings • <$500k 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

96th percentile

$6,275

Higher top officer pay than 96% of similar nonprofits.

2012 filings • <$500k 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 / Assets58th percentile

Assets

$415,568

No earlier filing loaded for comparison.

Net Assets

$415,568

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

$28,524

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.

$600K$400K$200K$0Assets 2012: $415,568Liabilities 2012: $0Net Assets 2012: $415,5682012Assets 2019: $373,924Liabilities 2019: $0Net Assets 2019: $373,9242019Assets 2020: $364,084Liabilities 2020: $0Net Assets 2020: $364,0842020Assets 2021: $351,239Liabilities 2021: $0Net Assets 2021: $351,2392021Assets 2022: $328,300Liabilities 2022: $0Net Assets 2022: $328,3002022Assets 2023: $318,382Liabilities 2023: $0Net Assets 2023: $318,3822023Assets 2024: $349,935Liabilities 2024: $0Net Assets 2024: $349,9352024Assets 2025: $338,944Liabilities 2025: $0Net Assets 2025: $338,9442025

Highlighted filing

2012

Assets$415,568
Liabilities$0
Net Assets$415,568
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KExpenses 2012: $28,5242012Revenue 2019: $34,201Expenses 2019: $29,804Net Income 2019: $4,3972019Revenue 2020: $19,260Expenses 2020: $29,247Net Income 2020: -$9,9872020Revenue 2021: $16,862Expenses 2021: $29,721Net Income 2021: -$12,8592021Revenue 2022: $12,452Expenses 2022: $35,350Net Income 2022: -$22,8982022Revenue 2023: $29,082Expenses 2023: $38,906Net Income 2023: -$9,8242023Revenue 2024: $56,788Expenses 2024: $25,185Net Income 2024: $31,6032024Revenue 2025: $20,303Expenses 2025: $31,355Net Income 2025: -$11,0522025

Highlighted filing

2012

Revenue-
Expenses$28,524
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Sep 27, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANKCo-TrusteeFT$6,275-$6,275
MARGUERITE R MCLAUGHLINCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDIOCESE OF BRIDGEPORTSCHOLARSHIPSPUBLIC EXEMPTBRIDGEPORT, CT, US$21,000
Filing and Contact Details

Filer

EIN
23-7444444
Raw XML Appendix328 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WELLS FARGO BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARGUERITE R MCLAUGHLIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CO-TRUSTEE
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OtherDecreasesSchedule/OtherDecreases/Amount0385
OtherDecreasesSchedule/OtherDecreases/Amount11
OtherDecreasesSchedule/OtherDecreases/Description0MUTUAL FUND POSTING DATE AFTER TYE
OtherDecreasesSchedule/OtherDecreases/Description1ROUNDING
OtherIncreasesSchedule/OtherIncreases/Amount0401
OtherIncreasesSchedule/OtherIncreases/Description0MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE
TaxesSchedule/Taxes/Amount0196
TaxesSchedule/Taxes/Amount1340
TaxesSchedule/Taxes/Amount2205
TaxesSchedule/Taxes/Amount38
TaxesSchedule/Taxes/Category0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome2205
TaxesSchedule/Taxes/NetInvestmentIncome38
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237444444
ReturnHeader/Filer/Name/BusinessNameLine10THE MCLAUGHLIN WHIPPLE TRUST
ReturnHeader/Filer/NameControl0MCLA
ReturnHeader/Filer/Phone03367478187
ReturnHeader/Filer/USAddress/AddressLine101525 W WT HARRIS BLVD D1114-044
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028288
ReturnHeader/Officer/DateSigned02012-09-27
ReturnHeader/Officer/Name0-
ReturnHeader/Officer/Phone03367478187
ReturnHeader/Officer/Title0Trustee
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-28T08:20:55-06:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$415,568
Liabilities
$0
Net assets
$415,568
Revenue
-
Expenses
$28,524
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.20$0.31$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.57$0.25$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.29$0.39$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.12$0.35$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.17$0.30$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.19$0.29$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.34$0.30$0.04
2012Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.29