Civic Intelligence

Dortone Esser Foundation Tr

990PF • Fiscal year 2012 • EIN 25-6851025

Jan 01, 2012 to Dec 31, 2012 • Filed on May 01, 2013

505 Van Lears Run19085
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M 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

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

21st percentile

-6.1%

Faster asset growth than 21% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$639,232

Down $41,551 (-6.1%) from 2011

Net Assets

Down

$639,232

Down $41,551 (-6.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$49,201

Up $1,315 (+2.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $680,783Liabilities 2011: $0Net Assets 2011: $680,7832011Assets 2012: $639,232Liabilities 2012: $0Net Assets 2012: $639,2322012Assets 2013: $633,156Liabilities 2013: $0Net Assets 2013: $633,1562013Assets 2014: $633,492Liabilities 2014: $0Net Assets 2014: $633,4922014Assets 2015: $604,312Liabilities 2015: $0Net Assets 2015: $604,3122015Assets 2016: $581,778Liabilities 2016: $0Net Assets 2016: $581,7782016Assets 2018: $677,477Liabilities 2018: $0Net Assets 2018: $677,4772018Assets 2022: $5,520,753Liabilities 2022: $0Net Assets 2022: $5,520,7532022

Highlighted filing

2012

Assets$639,232
Liabilities$0
Net Assets$639,232

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $47,8862011Expenses 2012: $49,2012012Revenue 2013: $44,647Expenses 2013: $50,866Net Income 2013: -$6,2192013Revenue 2014: $85,159Expenses 2014: $84,823Net Income 2014: $3362014Revenue 2015: $58,894Expenses 2015: $88,074Net Income 2015: -$29,1802015Revenue 2016: $72,049Expenses 2016: $94,583Net Income 2016: -$22,5342016Revenue 2018: $221,479Expenses 2018: $96,996Net Income 2018: $124,4832018Revenue 2022: $378,928Expenses 2022: $187,031Net Income 2022: $191,8972022

Highlighted filing

2012

Revenue-
Expenses$49,201
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 1, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN F ESSERTrustee/Part-Time-$0--
DANA L DORTONETrustee/Part-Time-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARE USATO SUPPORT THE ORGANIZATION'S CHARITABLE EXEMPT PURPOSEPUBLICATLANTA, GA, US$7,000
Paid GrantACADEMY OF NATURAL SCIENCESTO SUPPORT THE ORGANIZATION'S EDUCATIONAL EXEMPT PURPOSEPUBLICPHILDELPHIA, PA, US$5,000
Paid GrantFRANKLIN INSTITUTETO SUPPORT THE ORGANIZATION'S EDUCATIONAL EXEMPT PURPOSEPUBLICPHILADELPHIA, PA, US$5,000
Paid GrantGIVE WELLTO SUPPORT THE ORGANIZATION'S CHARITABLE EXEMPT PURPOSEPUBLICBROOKLYN, NY, US$5,000
Paid GrantUNIVERSITY OF DELAWARETO SUPPORT THE ORGANIZATION'S EDUCATIONAL EXEMPT PURPOSEPUBLICNEWARK, DE, US$5,000
Paid GrantFOUNDATIONAL QUESTIONS INSTITUTETO SUPPORT THE ORGANIZATION'S EDUCATIONAL EXEMPT PURPOSEPUBLICJENKINTOWN, PA, US$3,000
Paid GrantOXFAM AMERICATO SUPPORT THE ORGANIZATION'S EDUCATIONAL EXEMPT PURPOSEPUBLICBOSTON, MA, US$3,000
Paid GrantWORLD WILDLIFE FUNDTO SUPPORT THE ORGANIZATION'S EDUCATIONAL EXEMPT PURPOSEPUBLICWASHINGTON, DC, US$3,000
Paid GrantGREATER PHILADELPHIA PHILOSOPHY CONSORTIUMTO SUPPORT THE ORGANIZATION'S EDUCATIONAL EXEMPT PURPOSEPUBLICPHILADELPHIA, PA, US$2,000
Paid GrantTHE HUMANE SOCIETY OF THE UNITED STATESTO SUPPORT THE ORGANIZATION'S CHARITABLE EXEMPT PURPOSEPUBLICWASHINGTON, DC, US$2,000
Paid GrantRADNOR MEMORIAL LIBRARYTO SUPPORT THE ORGANIZATION'S EDUCATIONAL EXEMPT PURPOSEPUBLICWAYNE, PA, US$2,000
Paid GrantAMERICAN PHILOSOPHICAL SOCIETYTO SUPPORT THE ORGANIZATION'S EDUCATIONAL EXEMPT PURPOSEPUBLICPHILADELPHIA, PA, US$1,000
Paid GrantBRYN MARWR HOSPITAL FOUNDATIONTO SUPPORT THE ORGANIZATION'S MEDICAL EXEMPT PURPOSEPUBLICBRYN MAWR, PA, US$1,000
Paid GrantPHILABUNDANCETO SUPPORT THE ORGANIZATION'S CHARITABLE EXEMPT PURPOSEPUBLICPHILADELPHIA, PA, US$500
Paid GrantRADNOR EDUCATIONAL FOUNDATIONTO SUPPORT THE ORGANIZATION'S EDUCATIONAL EXEMPT PURPOSEPUBLICWAYNE, PA, US$500
Filing and Contact Details

Filer

EIN
25-6851025
Raw XML AppendixShowing 400 of 521 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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AccountingFeesSchedule/AccountingFees/Category0EISNERAMPER, LLC - TAX PREP
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0110422
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue122140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue22304
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue329129
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue427285
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue562836
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue642536
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue741642
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue849529
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue96520
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1040764
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1122824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1228946
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1335711
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1428773
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue173275
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue184408
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV039560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV120280
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV210978
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV352475
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV48235
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV570100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV695384
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV790240
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12000 SHS DELL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2180 SHS DISCOVER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32500 SHS GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44500 SHS IPASS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51000 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61515 SHS LIBERTY GLOBAL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71536 SHS LIBERTY GLOBAL INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82450 SHS LIBERTY INTERACTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9122 SHS LIBERTY INTERACTIVE CORP VENTURES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101000 SHS MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock116000 SHS SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock127500 SHS SPRINT NEXTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock131550 SHS VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock141000 SHS NOBLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock151500 SHS AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock169 SHS ASCENT CAPITAL GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17186 SHS ASHLAND INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18150 SHS CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock191000 SHS OMNICARE INC. (SOLD)
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10.5 SHS LIBERTY INTERACTIVE A
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