Civic Intelligence

M Robertson Ta Succ Tr Conn

990PF • Fiscal year 2011 • EIN 25-6079941

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 27, 2012

Organization Profile
C/O Pnc Bank Na PO Box 9465144101
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

86th percentile

$1,500

Higher top officer pay than 86% of similar nonprofits.

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

Asset Growth

43rd percentile

-2.8%

Faster asset growth than 43% 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.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$48,531

Down $1,399 (-2.8%) from 2010

Net Assets

Down

$48,531

Down $1,399 (-2.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,109

Down $407 (-12%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$60K$40K$20K$0Assets 2010: $49,930Liabilities 2010: $0Net Assets 2010: $49,9302010Assets 2011: $48,531Liabilities 2011: $0Net Assets 2011: $48,5312011Assets 2012: $47,261Liabilities 2012: $0Net Assets 2012: $47,2612012Assets 2013: $46,562Liabilities 2013: $0Net Assets 2013: $46,5622013Assets 2014: $46,283Liabilities 2014: $0Net Assets 2014: $46,2832014Assets 2015: $46,064Liabilities 2015: $0Net Assets 2015: $46,0642015Assets 2016: $44,829Liabilities 2016: $0Net Assets 2016: $44,8292016Assets 2018: $44,239Liabilities 2018: $0Net Assets 2018: $44,2392018Assets 2019: $45,220Liabilities 2019: $0Net Assets 2019: $45,2202019Assets 2020: $44,115Liabilities 2020: $0Net Assets 2020: $44,1152020Assets 2021: $45,372Liabilities 2021: $0Net Assets 2021: $45,3722021Assets 2022: $46,027Liabilities 2022: $0Net Assets 2022: $46,0272022

Highlighted filing

2011

Assets$48,531
Liabilities$0
Net Assets$48,531
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KExpenses 2010: $3,5162010Expenses 2011: $3,1092011Expenses 2012: $2,8182012Revenue 2013: $2,694Expenses 2013: $3,393Net Income 2013: -$6992013Revenue 2014: $2,690Expenses 2014: $2,970Net Income 2014: -$2802014Revenue 2015: $3,183Expenses 2015: $3,404Net Income 2015: -$2212015Revenue 2016: $2,151Expenses 2016: $3,388Net Income 2016: -$1,2372016Revenue 2018: $4,839Expenses 2018: $7,868Net Income 2018: -$3,0292018Revenue 2019: $2,516Expenses 2019: $1,535Net Income 2019: $9812019Revenue 2020: $2,360Expenses 2020: $3,437Net Income 2020: -$1,0772020Revenue 2021: $2,262Expenses 2021: $1,007Net Income 2021: $1,2552021Revenue 2022: $7,907Expenses 2022: $7,225Net Income 2022: $6822022

Highlighted filing

2011

Revenue-
Expenses$3,109
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 27, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$1,500-$1,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCONNEAUT CENTER CEMETERYGENERAL SUPPORTPUBLICLINEVILLE, PA, US$900
Filing and Contact Details

Filer

EIN
25-6079941
Raw XML Appendix296 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.

Path#Value
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-08-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset04. ISHARES TR S&P 500 INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19.327 HARBOR FUND INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0105
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1500
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal048532
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted02542
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02542
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities051789
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IRS990PF/NECT0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.025826
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IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets051012
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3047627
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08006228036
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
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IRS990PF/UndistributedIncome/ExcessFromYear400
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OtherDecreasesSchedule/OtherDecreases/Amount00
OtherDecreasesSchedule/OtherDecreases/Amount11
OtherDecreasesSchedule/OtherDecreases/Description0POSTED IN SUBSEQ YR FOR CURR YR
OtherDecreasesSchedule/OtherDecreases/Description1ROUNDING ADJUSTMENT
OtherIncreasesSchedule/OtherIncreases/Amount037
OtherIncreasesSchedule/OtherIncreases/Description0POSTED IN CURRENT YEAR FOR PRIOR YEAR
TaxesSchedule/Taxes/Amount09
TaxesSchedule/Taxes/Category0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome09
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0256079941
ReturnHeader/Filer/Name/BusinessNameLine10M ROBERTSON TA SUCC TR CONN
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone08006228036
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK NA PO BOX 94651
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044101
ReturnHeader/Officer/DateSigned02012-04-27
ReturnHeader/Officer/Name0JACKLYNN ANN BARRAS
ReturnHeader/Officer/Phone08006228036
ReturnHeader/Officer/Title0TAX DIRECTOR
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-01T12:59:48-06:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$48,531
Liabilities
$0
Net assets
$48,531
Revenue
-
Expenses
$3,109
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$0.00$46.0$7.91$7.23$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.4$0.00$45.4$2.26$1.01$1.26
2020Detailed filing. Detailed filing data is available for this year.$44.1$0.00$44.1$2.36$3.44$1.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.2$0.00$45.2$2.52$1.54$0.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.2$0.00$44.2$4.84$7.87$3.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.8$0.00$44.8$2.15$3.39$1.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.1$0.00$46.1$3.18$3.40$0.22
2014Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$2.69$2.97$0.28
2013Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$2.69$3.39$0.70
2012Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$2.82
2011Detailed filing. Detailed filing data is available for this year.$48.5$0.00$48.5$3.11
2010Detailed filing. Detailed filing data is available for this year.$49.9$0.00$49.9$3.52