Civic Intelligence

Mignon W Dubbs Fellowship Trust Fund

990PF • Fiscal year 2012 • EIN 23-7789064

Dec 01, 2011 to Nov 30, 2012 • Filed on Mar 05, 2013

Organization Profile
1 West 4th Street D4000-04127101
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

91st percentile

$27,636

Higher top officer pay than 91% 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

$1,921,427

No earlier filing loaded for comparison.

Net Assets

$1,921,427

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

$129,442

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: $1,921,427Liabilities 2012: $0Net Assets 2012: $1,921,4272012Assets 2018: $1,756,295Liabilities 2018: $0Net Assets 2018: $1,756,2952018Assets 2019: $1,827,226Liabilities 2019: $0Net Assets 2019: $1,827,2262019Assets 2020: $1,830,637Liabilities 2020: $0Net Assets 2020: $1,830,6372020Assets 2021: $1,923,910Liabilities 2021: $0Net Assets 2021: $1,923,9102021Assets 2022: $1,920,778Liabilities 2022: $0Net Assets 2022: $1,920,7782022Assets 2023: $1,862,902Liabilities 2023: $0Net Assets 2023: $1,862,9022023Assets 2024: $1,840,233Liabilities 2024: $0Net Assets 2024: $1,840,2332024

Highlighted filing

2012

Assets$1,921,427
Liabilities$0
Net Assets$1,921,427
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2012: $129,4422012Revenue 2018: $112,626Expenses 2018: $126,200Net Income 2018: -$13,5742018Revenue 2019: $191,457Expenses 2019: $120,970Net Income 2019: $70,4872019Revenue 2020: $130,900Expenses 2020: $119,126Net Income 2020: $11,7742020Revenue 2021: $207,293Expenses 2021: $122,404Net Income 2021: $84,8892021Revenue 2022: $117,368Expenses 2022: $120,836Net Income 2022: -$3,4682022Revenue 2023: $57,021Expenses 2023: $115,783Net Income 2023: -$58,7622023Revenue 2024: $94,285Expenses 2024: $115,625Net Income 2024: -$21,3402024

Highlighted filing

2012

Revenue-
Expenses$129,442
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Mar 5, 2013
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$27,636-$27,636
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHOMAS JEFFERSON UNIVGENERAL PURPOSEPUBLIC CHARITYPHILADELPHIA, PA, US$100,000
Filing and Contact Details

Filer

EIN
23-7789064
Raw XML AppendixShowing 400 of 850 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/DateAcquired622011-11-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-04-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-05-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412012-02-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602012-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0189. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1656. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2181. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset371. ARTISAN MID CAP FUND-INS #1333
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4427. CREDIT SUISSE COMM RET ST-I #2156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5510. CREDIT SUISSE COMM RET ST-I #2156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6124. DIAMOND HILL LONG-SHORT FD CL I #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7130. DIAMOND HILL LONG-SHORT FD CL I #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset885. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9216.153 DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10244.847 DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11171. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset125243. DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131739.538 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset142938.255 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset152391.207 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16128. DREYFUS EMG MKT DEBT LOC C-I #6083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17151. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18148. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19155. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2089. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset212150.279 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22189. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset239.94 HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24167.06 HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset253245.822 HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2628. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27211. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2824. ISHARES S&P 500 INDEX FUND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,921,427
Liabilities
$0
Net assets
$1,921,427
Revenue
-
Expenses
$129,442
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.09$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.06$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12$0.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.21$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.13$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.19$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.11$0.13$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.13