Civic Intelligence

Joyce and V D Scott Foundation Inc.

990PF • Fiscal year 2011 • EIN 26-3403693

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 22, 2012

Foundation Source 501 Silverside Rd19809-1377
Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2011 filings • NTEE P • $1M-$5M 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

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

97th percentile

150%

Faster asset growth than 97% of similar nonprofits.

2011 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$4,505,773

Up $2,700,706 (+150%) from 2010

Net Assets

Up

$4,505,773

Up $2,700,706 (+150%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$82,171

Up $60,340 (+276%) from 2010

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 2010: $1,805,067Liabilities 2010: $0Net Assets 2010: $1,805,0672010Assets 2011: $4,505,773Liabilities 2011: $0Net Assets 2011: $4,505,7732011Assets 2012: $4,526,135Liabilities 2012: $0Net Assets 2012: $4,526,1352012Assets 2013: $4,428,804Liabilities 2013: $0Net Assets 2013: $4,428,8042013Assets 2014: $4,381,451Liabilities 2014: $0Net Assets 2014: $4,381,4512014Assets 2015: $4,205,617Liabilities 2015: $0Net Assets 2015: $4,205,6172015Assets 2016: $4,122,760Liabilities 2016: $0Net Assets 2016: $4,122,7602016Assets 2017: $4,004,258Liabilities 2017: $0Net Assets 2017: $4,004,2582017Assets 2018: $3,973,990Liabilities 2018: $177,500Net Assets 2018: $3,796,4902018Assets 2019: $3,611,435Liabilities 2019: $0Net Assets 2019: $3,611,4352019Assets 2020: $3,325,971Liabilities 2020: $0Net Assets 2020: $3,325,9712020Assets 2021: $3,233,520Liabilities 2021: $0Net Assets 2021: $3,233,5202021Assets 2022: $3,111,220Liabilities 2022: $0Net Assets 2022: $3,111,2202022Assets 2023: $3,030,056Liabilities 2023: $0Net Assets 2023: $3,030,0562023Assets 2024: $2,903,148Liabilities 2024: $0Net Assets 2024: $2,903,1482024

Highlighted filing

2011

Assets$4,505,773
Liabilities$0
Net Assets$4,505,773

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $21,8312010Expenses 2011: $82,1712011Expenses 2012: $273,7432012Revenue 2013: $193,276Expenses 2013: $290,607Net Income 2013: -$97,3312013Revenue 2014: $254,119Expenses 2014: $301,472Net Income 2014: -$47,3532014Revenue 2015: $127,939Expenses 2015: $303,773Net Income 2015: -$175,8342015Revenue 2016: $207,278Expenses 2016: $290,135Net Income 2016: -$82,8572016Revenue 2017: $159,402Expenses 2017: $277,904Net Income 2017: -$118,5022017Revenue 2018: $63,055Expenses 2018: $270,823Net Income 2018: -$207,7682018Revenue 2019: $130,892Expenses 2019: $268,309Net Income 2019: -$137,4172019Revenue 2020: $9,183Expenses 2020: $264,246Net Income 2020: -$255,0632020Revenue 2021: $157,798Expenses 2021: $249,735Net Income 2021: -$91,9372021Revenue 2022: $162,507Expenses 2022: $285,064Net Income 2022: -$122,5572022Revenue 2023: $167,674Expenses 2023: $248,772Net Income 2023: -$81,0982023Revenue 2024: $127,539Expenses 2024: $254,302Net Income 2024: -$126,7632024

Highlighted filing

2011

Revenue-
Expenses$82,171
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 22, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tommy Joe FridyPresident / Director / Chairman-$0--
Allison Fridy ArbuckleDirector-$0--
Meredith Fridy HelmDirector / Secretary-$0--
Tommie Ann Fridy McCormackDirector-$0--
George Emery Warren IIDirector / Asst. Secretary / Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE COLLEGE FOUNDATION INCColonels to College and Scholarships Fund509(a)(3)HENDERSON, KY, US$10,000
Paid GrantBIG BROTHERS BIG SISTERS OF OHIO VAHenderson County, KY Chapter509(a)(1)EVANSVILLE, IN, US$2,500
Paid GrantCOMMUNITY FOUNDATION FOR EXCELLENCEHome Visits - Henderson County School Teacher Prgm509(a)(1)HENDERSON, KY, US$2,500
Paid GrantFRACTURED ATLAS PRODUCTIONS INCDru Parrish Land Tomorrow Project509(a)(2)NEW YORK, NY, US$2,500
Paid GrantVOLUNTEER AND INFORMATION CENTER INGeneral Unrestricted509(a)(1)HENDERSON, KY, US$2,000
Paid GrantCOMMUNITY FOUNDATION FOR EXCELLENCEBarret Centers After School Program509(a)(1)HENDERSON, KY, US$1,500
Paid GrantSUSAN G KOMEN BREAST CANCER FDNGeneral Unrestricted509(a)(1)LEXINGTON, KY, US$925
Paid GrantHENDERSON COUNTY SCHOOLSBack Pack Program509(a)(1)HENDERSON, KY, US$590
Paid GrantFRIENDS OF AUDUBON INCGeneral Unrestricted509(a)(1)HENDERSON, KY, US$250
Paid GrantHABITAT FOR HUMANITY INTERNATIONALGeneral Unrestricted509(a)(1)HENDERSON, KY, US$235
Filing and Contact Details

Filer

EIN
26-3403693
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock607437 shares of MERGER FUND-SBI MERFX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6136 shares of MOLSON COOR BREW CO CL B TAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62839 shares of MURRAY ROBERTS HLDGS LTD SPONSORED ADR MURZY.PK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6311147 shares of NATIXIS ASG GLOBAL ALTERNAT Y GAFYX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64637 shares of NEXEN INC NXY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6545 shares of NORTHERN TRUST CORPORATION NTRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66737 shares of NOVAGOLD RESOURCES NG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67120 shares of PETROBRAS ENERGIA SA BUENOS AIRES PZE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock683069 shares of POLYUS GOLD INTL LTD GDR LEVEL 1 PLZLY.PK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock692311 shares of POWERSHARES GLOBAL WATER PORTFOLIO PHO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70741 shares of RUSHYDRO JSC ADR RSHYY.PK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71556 shares of SAIC INC SAI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72193 shares of SHAW GROUP INC SHAW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73483 shares of SILVER STANDARD RES. INC. SSRI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74338 shares of SK TELECOM ADS ADS SKM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75554 shares of SKYWEST, INC. SKYW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76406 shares of SOUTHWEST AIRLINES LUV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77336 shares of ST. BARBARA LTD ADR STBMY.PK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78977 shares of SUMITOMO MITSUI TRUST HOLDINGS INC CMTDY.PK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79265 shares of TALISMAN ENERGY INC TLM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8035 shares of TECH DATA CORP TECD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8132 shares of TELUS CORP TU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82396 shares of TNT EXPRESS TNTEY.PK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8340 shares of TRANSOCEAN LTD. RIG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84274 shares of TURKCELL ILET TKC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85148 shares of UPM-KYMMENE OYJ UPMKY.PK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock862486 shares of VANGUARD DIVIDEND APPRECIATION ETF VIG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock872911 shares of VANGUARD EMERGING MARKETS STOCK INDEX VIPERS VWO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock881864 shares of VANGUARD GROWTH ETF VUG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89695 shares of VANGUARD SF REIT ETF VNQ
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock906922 shares of VANGUARD TOTAL BOND MARKET ETF BND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9164 shares of WEST JAPAN RAILWAY C WJRYY.PK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92182 shares of WESTERN DIGITAL CORP WDC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93763 shares of WISDOMTREE MIDCAP DIVIDEND F DON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94100 shares of ZIMMER HOLDINGS INC ZMH
InvestmentsOtherSchedule2/InvestmentsOther/BookValue074084
InvestmentsOtherSchedule2/InvestmentsOther/BookValue177211
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0DB COMMODITY INDEX TRACKING FUND DBC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1POWERSHARES DB AGRICULTURE FUND DBA
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV075742
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV178467
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount093972
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss023000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss02813960
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm093972
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss093972
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses02700706
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02958379
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01151
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01151
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps01966
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss01966
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-126300
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome057118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps017602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm01667
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm036430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss036430
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm02
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps042568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm038099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss082171
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome095217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02782877
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IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY025121
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY019551
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV018020
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0289281
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03952204
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV03890588
IRS990PF/BalanceSheets/InvestmentsOtherEOY0151295
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0154209
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY01805067
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01490665
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0382723
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0382723
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY01805067
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-109645
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Passthrough K1 Capital Gain
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-103779
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-5866
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04505773
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01805067
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04505773
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0223848
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0223848
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0223848
IRS990PF/DistributableAmount/MinimumInvestmentReturn0224990
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01142
IRS990PF/DistributableAmount/TotalTax01142
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0211
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01353
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01142
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0211
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01142
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01142
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn01353
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01353
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04445540

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.13$0.25$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.17$0.25$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.16$0.29$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.16$0.25$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.01$0.26$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.13$0.27$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.97$0.18$3.80$0.06$0.27$0.21
2017Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.16$0.28$0.12
2016Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.21$0.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.13$0.30$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.25$0.30$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.19$0.29$0.10
2012Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.02