Civic Intelligence

Scott and Vanessa Thompson Foundation

990PF • Fiscal year 2012 • EIN 27-2509184

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 24, 2013

C/O Ml-fos 1300 Merrill Lynch DriveNo 1st FL08534
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

99th percentile

931%

Faster asset growth than 99% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,269,676

Up $2,952,651 (+931%) from 2011

Net Assets

Up

$3,269,676

Up $2,952,651 (+931%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$116,035

Up $66,979 (+137%) 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.

$60M$40M$20M$0Assets 2011: $317,025Liabilities 2011: $0Net Assets 2011: $317,0252011Assets 2012: $3,269,676Liabilities 2012: $0Net Assets 2012: $3,269,6762012Assets 2013: $3,170,920Liabilities 2013: $0Net Assets 2013: $3,170,9202013Assets 2014: $3,149,162Liabilities 2014: $0Net Assets 2014: $3,149,1622014Assets 2015: $3,044,526Liabilities 2015: $0Net Assets 2015: $3,044,5262015Assets 2016: $3,358,277Liabilities 2016: $0Net Assets 2016: $3,358,2772016Assets 2017: $3,778,787Liabilities 2017: $0Net Assets 2017: $3,778,7872017Assets 2018: $3,976,983Liabilities 2018: $0Net Assets 2018: $3,976,9832018Assets 2019: $5,676,064Liabilities 2019: $7,000Net Assets 2019: $5,669,0642019Assets 2020: $15,757,410Liabilities 2020: $0Net Assets 2020: $15,757,4102020Assets 2021: $20,842,515Liabilities 2021: $0Net Assets 2021: $20,842,5152021Assets 2022: $23,490,753Liabilities 2022: $15,000Net Assets 2022: $23,475,7532022Assets 2023: $32,948,020Liabilities 2023: $0Net Assets 2023: $32,948,0202023Assets 2024: $40,709,708Liabilities 2024: $0Net Assets 2024: $40,709,7082024

Highlighted filing

2012

Assets$3,269,676
Liabilities$0
Net Assets$3,269,676

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $49,0562011Expenses 2012: $116,0352012Revenue 2013: $68,181Expenses 2013: $166,937Net Income 2013: -$98,7562013Revenue 2014: $191,815Expenses 2014: $213,573Net Income 2014: -$21,7582014Revenue 2015: $102,545Expenses 2015: $203,563Net Income 2015: -$101,0182015Revenue 2016: $612,948Expenses 2016: $183,440Net Income 2016: $429,5082016Revenue 2017: $912,542Expenses 2017: $213,929Net Income 2017: $698,6132017Revenue 2018: $1,122,897Expenses 2018: $183,264Net Income 2018: $939,6332018Revenue 2019: $1,489,839Expenses 2019: $540,706Net Income 2019: $949,1332019Revenue 2020: $10,188,027Expenses 2020: $374,914Net Income 2020: $9,813,1132020Revenue 2021: $5,788,034Expenses 2021: $702,929Net Income 2021: $5,085,1052021Revenue 2022: $3,431,431Expenses 2022: $798,193Net Income 2022: $2,633,2382022Revenue 2023: $10,823,472Expenses 2023: $1,351,205Net Income 2023: $9,472,2672023Revenue 2024: $9,560,490Expenses 2024: $1,798,802Net Income 2024: $7,761,6882024

Highlighted filing

2012

Revenue-
Expenses$116,035
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 24, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT THOMPSONPresident/Treasurer/Direct-$0--
VANESSA THOMPSONVP/Secretary/Director-$0--
SAMANTHA THOMPSONDirector-$0--
BRANDON THOMPSONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTULSA COMMUNITY FOUNDATIONINCREASE THE VISABILITY OF NEEDS IN OUR COMMUNITY WHICH LEADS TO INCREASED PHILANTHROPIC DOLLARS AVAILABLE TO LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS.NON-PROFIT ORGANIZATTULSA, OK, US$63,000
Paid GrantFIRST UNITED METHODIST CHURCH OF TULSAHELP ALL PEOPLE EXPERIENCE LIFE TRANSFORMATION THROUGH WORSHIP, RELATIONSHIPS AND MISSION.NON-PROFIT ORGANIZATTULSA, OK, US$30,400
Paid GrantUNITED WAY TULSAIMPROVE LIVES AND BUILD A STRONGER COMMUNITYNON-PROFIT ORGANIZATTULSA, OK, US$15,500
Paid GrantLIFE SENIOR SERVICESPROMOTE HEALTHY AGING AND AGING-IN-PLACE FOR SENIORS, AS WELL AS SERVICES AND SUPPORT.NON-PROFIT ORGANIZATTULSA, OK, US$1,000
Paid GrantKIPP HOUSTONEDUCATIONAL PROGRAM THAT ALLOWS STUDENTS IN UNDERSERVED COMMUNITIES TO PREPARE FOR COLLEGE AND SUCCESS IN LIFE.NON-PROFIT ORGANIZATHOUSTON, TX, US$515
Paid GrantOKLAHOMA PROJECT WOMANDEDICATED TO PROVIDING ACCESS TO BREAST HEALTH CARE THAT WILL FACILIATE THE EARLY DIAGNOSIS AND DECREASE THE MORTALITY OF BREAST CANCER FOR UNINSURED WOMEN WITH LIMITED FINANCIAL RESOURCES.NON-PROFIT ORGANIZATTULSA, OK, US$400
Paid GrantYWCA TULSADEDICATED TO ELIMINATING RACISM, EMPOWERING WOMEN AND PROMOTING PEACE, JUSTICE, FREEDOM AND DIGNITY FOR ALL.NON-PROFIT ORGANIZATTULSA, OK, US$400
Paid GrantSTREET SCHOOLPROVIDE EDUCATION, THERAPEUTIC COUNSELING AND OUTREACH PROGRAMS IN THE TULSA AREA.NON-PROFIT ORGANIZATTULSA, OK, US$358
Paid GrantAMERICAN HEART ASSOIATIONBUILD HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASE AND STROKENON-PROFIT ORGANIZATTULSA, OK, US$25
Filing and Contact Details

Filer

EIN
27-2509184
Raw XML Appendix384 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SCOTT THOMPSON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SAMANTHA THOMPSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3BRANDON THOMPSON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2358
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount315500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount425
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount663000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8515
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0HELP ALL PEOPLE EXPERIENCE LIFE TRANSFORMATION THROUGH WORSHIP, RELATIONSHIPS AND MISSION.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROMOTE HEALTHY AGING AND AGING-IN-PLACE FOR SENIORS, AS WELL AS SERVICES AND SUPPORT.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROVIDE EDUCATION, THERAPEUTIC COUNSELING AND OUTREACH PROGRAMS IN THE TULSA AREA.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3IMPROVE LIVES AND BUILD A STRONGER COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4BUILD HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASE AND STROKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5DEDICATED TO PROVIDING ACCESS TO BREAST HEALTH CARE THAT WILL FACILIATE THE EARLY DIAGNOSIS AND DECREASE THE MORTALITY OF BREAST CANCER FOR UNINSURED WOMEN WITH LIMITED FINANCIAL RESOURCES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6INCREASE THE VISABILITY OF NEEDS IN OUR COMMUNITY WHICH LEADS TO INCREASED PHILANTHROPIC DOLLARS AVAILABLE TO LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7DEDICATED TO ELIMINATING RACISM, EMPOWERING WOMEN AND PROMOTING PEACE, JUSTICE, FREEDOM AND DIGNITY FOR ALL.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8EDUCATIONAL PROGRAM THAT ALLOWS STUDENTS IN UNDERSERVED COMMUNITIES TO PREPARE FOR COLLEGE AND SUCCESS IN LIFE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FIRST UNITED METHODIST CHURCH OF TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11LIFE SENIOR SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12STREET SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13UNITED WAY TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14AMERICAN HEART ASSOIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15OKLAHOMA PROJECT WOMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16TULSA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17YWCA TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18KIPP HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101115 S BOULDER AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115950 EAST 31ST STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121135 S YALE AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131430 SOUTH BOULDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142227 E SKELLY DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 14026
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine167030 S YALE AVE SUITE 600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171503 S DENVER AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1810711 KIPP WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode074119
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode174135
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode274112
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode374101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode474105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode574159
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode674136
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode774119
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode877099
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0111598
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0969
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10110629
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0122557
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0111598
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0121588
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0110629
OtherExpensesSchedule/OtherExpenses/Description0BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome095
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks095
TaxesSchedule/Taxes/Amount01842
TaxesSchedule/Taxes/Category02011 FEDERAL BALANCE DUE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0272509184
ReturnHeader/Filer/Name/BusinessNameLine10SCOTT AND VANESSA THOMPSON FOUNDATION
ReturnHeader/Filer/NameControl0SCOT
ReturnHeader/Filer/Phone02128523850
ReturnHeader/Filer/USAddress/AddressLine10C/O ML-FOS 1300 MERRILL LYNCH DRIVE
ReturnHeader/Filer/USAddress/AddressLine20NO 1ST FL
ReturnHeader/Filer/USAddress/City0PENNINGTON
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008534
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-24
ReturnHeader/Officer/Name0SCOTT THOMPSON
ReturnHeader/Officer/Phone02128523850
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0132740599
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MERRILL LYNCH PIERCE FENNER & SMITH INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101300 MERRILL LYNCH DRIVE 1ST FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PENNINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode008534
ReturnHeader/Preparer/Name0B ANTHONY OLMO
ReturnHeader/Preparer/Phone02128523850
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-30T11:46:50-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.7$0.00$40.7$9.56$1.80$7.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.9$0.00$32.9$10.8$1.35$9.47
2022Detailed filing. Detailed filing data is available for this year.$23.5$0.02$23.5$3.43$0.80$2.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$0.00$20.8$5.79$0.70$5.09
2020Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$10.2$0.37$9.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.01$5.67$1.49$0.54$0.95
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$1.12$0.18$0.94
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$0.91$0.21$0.70
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.61$0.18$0.43
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.10$0.20$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.19$0.21$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.07$0.17$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.12
2011Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.05