Civic Intelligence

R N Boerner Memorial Trust No V 2054

990PF • Fiscal year 2011 • EIN 25-6287251

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 26, 2012

Organization Profile
One M T Plaza 8th Floor14203
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.00x

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

2011 filings • NTEE T20 • $500k-$1M 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

89th percentile

$6,126

Higher top officer pay than 89% of similar nonprofits.

2011 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2011

Asset Growth

49th percentile

-1.1%

Faster asset growth than 49% of similar nonprofits.

2011 filings • NTEE T20 • $500k-$1M 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 / Assets83rd percentile

Assets

Down

$572,006

Down $6,348 (-1.1%) from 2010

Net Assets

Down

$572,006

Down $6,348 (-1.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$37,027

Up $321 (+0.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$800K$600K$400K$200K$0Assets 2010: $578,354Liabilities 2010: $0Net Assets 2010: $578,3542010Assets 2011: $572,006Liabilities 2011: $0Net Assets 2011: $572,0062011Assets 2012: $561,726Liabilities 2012: $0Net Assets 2012: $561,7262012Assets 2013: $548,348Liabilities 2013: $0Net Assets 2013: $548,3482013Assets 2014: $599,045Liabilities 2014: $0Net Assets 2014: $599,0452014Assets 2015: $605,550Liabilities 2015: $0Net Assets 2015: $605,5502015Assets 2016: $573,003Liabilities 2016: $0Net Assets 2016: $573,0032016Assets 2017: $580,287Liabilities 2017: $0Net Assets 2017: $580,2872017Assets 2018: $580,373Liabilities 2018: $0Net Assets 2018: $580,3732018Assets 2019: $567,814Liabilities 2019: $0Net Assets 2019: $567,8142019Assets 2020: $547,752Liabilities 2020: $0Net Assets 2020: $547,7522020Assets 2021: $559,803Liabilities 2021: $0Net Assets 2021: $559,8032021Assets 2022: $550,493Liabilities 2022: $0Net Assets 2022: $550,4932022Assets 2023: $539,921Liabilities 2023: $0Net Assets 2023: $539,9212023Assets 2024: $549,313Liabilities 2024: $0Net Assets 2024: $549,3132024

Highlighted filing

2011

Assets$572,006
Liabilities$0
Net Assets$572,006
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $36,7062010Expenses 2011: $37,0272011Expenses 2012: $37,9772012Revenue 2013: $25,654Expenses 2013: $39,035Net Income 2013: -$13,3812013Revenue 2014: $91,294Expenses 2014: $40,655Net Income 2014: $50,6392014Revenue 2015: $50,080Expenses 2015: $43,576Net Income 2015: $6,5042015Revenue 2016: $5,889Expenses 2016: $38,436Net Income 2016: -$32,5472016Revenue 2017: $49,005Expenses 2017: $41,721Net Income 2017: $7,2842017Revenue 2018: $42,702Expenses 2018: $42,488Net Income 2018: $2142018Revenue 2019: $28,888Expenses 2019: $41,523Net Income 2019: -$12,6352019Revenue 2020: $22,158Expenses 2020: $42,330Net Income 2020: -$20,1722020Revenue 2021: $57,483Expenses 2021: $45,310Net Income 2021: $12,1732021Revenue 2022: $30,900Expenses 2022: $40,159Net Income 2022: -$9,2592022Revenue 2023: $26,960Expenses 2023: $37,422Net Income 2023: -$10,4622023Revenue 2024: $45,384Expenses 2024: $35,357Net Income 2024: $10,0272024

Highlighted filing

2011

Revenue-
Expenses$37,027
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 26, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANUFACTURERS AND TRADERS BANKTrustee-$6,126-$6,126
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAN MAR CHILDREN'S HOMECHARITABLEN/ABOONSBORO, MD, US$30,364
Filing and Contact Details

Filer

EIN
25-6287251
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice110000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice210000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice315000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice45000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice510000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice613810
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice710000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice82000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice910000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice103000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice117000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice125000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-6348
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0572006
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0578354
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0572006
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted030223
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj030223
IRS990PF/DistributableAmount/DistributableAmountBeforeDed030223
IRS990PF/DistributableAmount/MinimumInvestmentReturn030705
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0482
IRS990PF/DistributableAmount/TotalTax0482
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0482
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0482
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0482
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0382
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0574371
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0623456
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01388
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0622068
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09352
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn030705
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0614104
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0623456
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06126
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MANUFACTURERS AND TRADERS BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10ONE M AND T PLAZA 8TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BUFFALO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode014203
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct032597
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets032356
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052688
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.051889
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.052004
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.064289
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.049455
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.045805
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IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0614104
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10586709
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20518406
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30612566
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40744984
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50699535
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0241
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions030364
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1030444
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2026959
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3039381
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4036843
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5032042
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.263441
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions030364
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions030364
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions030364
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MANUFACTURERS AND TRADERS BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07168425506
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10ONE M AND T PLAZA 8TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BUFFALO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode014203
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount030364
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SAN MAR CHILDREN'S HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20ATTN PAUL W LEATHERMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine108504 MAPLEVILLE ROAD

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Filings

Displayed year

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

Open filing
Assets
$572,006
Liabilities
$0
Net assets
$572,006
Revenue
-
Expenses
$37,027
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.45$0.35$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.27$0.37$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.31$0.40$0.09
2021Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.57$0.45$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.22$0.42$0.20
2019Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.29$0.42$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.43$0.42$0.00
2017Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.49$0.42$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.06$0.38$0.33
2015Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.50$0.44$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.91$0.41$0.51
2013Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.26$0.39$0.13
2012Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.38
2011Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.37
2010Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.37