Civic Intelligence

Nicholas Charitable Trust

990PF • Fiscal year 2011 • EIN 25-6785253

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 02, 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.

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

Score unavailable

No value available

This filing does not contain officer compensation rows.

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 / Assets58th percentile

Assets

$211,356

No earlier filing loaded for comparison.

Net Assets

$211,356

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

$11,572

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.

$300K$200K$100K$0Assets 2011: $211,356Liabilities 2011: $0Net Assets 2011: $211,3562011Assets 2012: $167,571Liabilities 2012: $0Net Assets 2012: $167,5712012Assets 2018: $111,449Liabilities 2018: $0Net Assets 2018: $111,4492018Assets 2019: $109,447Liabilities 2019: $0Net Assets 2019: $109,4472019Assets 2020: $103,137Liabilities 2020: $0Net Assets 2020: $103,1372020Assets 2021: $100,400Liabilities 2021: $0Net Assets 2021: $100,4002021Assets 2022: $89,140Liabilities 2022: $0Net Assets 2022: $89,1402022Assets 2023: $718Liabilities 2023: $0Net Assets 2023: $7182023

Highlighted filing

2011

Assets$211,356
Liabilities$0
Net Assets$211,356
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: $11,5722011Expenses 2012: $45,2602012Revenue 2018: $9,302Expenses 2018: $16,758Net Income 2018: -$7,4562018Revenue 2019: $11,782Expenses 2019: $13,746Net Income 2019: -$1,9642019Revenue 2020: $8,609Expenses 2020: $14,924Net Income 2020: -$6,3152020Revenue 2021: $12,661Expenses 2021: $15,402Net Income 2021: -$2,7412021Revenue 2022: $4,273Expenses 2022: $15,526Net Income 2022: -$11,2532022Revenue 2023: $14,943Expenses 2023: $103,407Net Income 2023: -$88,4642023

Highlighted filing

2011

Revenue-
Expenses$11,572
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 2, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$4,266-$4,266
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALDERSGATE UTD METHODIST CHURCHCONTRIBUTIONPUBLIC CHARITYYORK, PA, US$1,665
Paid GrantALBRIGHT CARE SERVICESCONTRIBUTIONPUBLIC CHARITYLEWISBURG, PA, US$1,665
Paid GrantTHE BRETHEN HOME FOUNDATIONCONTRIBUTIONPUBLIC CHARITYNEW OXFORD, PA, US$1,665
Paid GrantTHE CHURCH OF THE BRETHRENCONTRIBUTIONPUBLIC CHARITYELGIN, IL, US$1,665
Filing and Contact Details

Filer

EIN
25-6785253
Raw XML AppendixShowing 400 of 619 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/DescriptionOfAsset04717.157 ALLIANZ NFJ DIVIDEND VAL FD #4657
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21566.772 COLUMBIA MARSICO 21ST CEN A #396
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset315. DIAMOND HILL LONG-SHORT FD CL I #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset428. DIAMOND HILL LONG-SHORT FD CL I #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset522. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset623. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset719. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset819. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset930. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10136. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset118. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset125. ISHARES S&P 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1317. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1428. MAINSTAY EP US EQUITY-INS #1204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1526. MERGER FD SH BEN INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset162431.384 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17136.616 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18240. RIDGEWORTH SEIX HY BD-I #5855
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19371.901 ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2018. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2143. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2244. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2313. VANGUARD REIT VIPER
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset252301.536 WELLS FARGO ADV CORE EQ FD-A #4318
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2611.177 WELLS FARGO ADV CORE EQ FD-A #4318
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset273493.63 WELLS FARGO ADV PR LG CO GR A #4325
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset281.812 WELLS FARGO ADV PR LG CO GR A #4325
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset291.849 WELLS FARGO ADV PR LG CO GR A #4325
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3076.611 WELLS FARGO ADV OMEGA GR FD-A #4303
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0189
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0101
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0211545
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0191137
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0211356
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted09674
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments072
IRS990PF/ExemptPF0X
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$211,356
Liabilities
$0
Net assets
$211,356
Revenue
-
Expenses
$11,572
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.15$1.03$0.88
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.16$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.13$0.15$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09$0.15$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.12$0.14$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.17$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.45
2011Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.12