Civic Intelligence

Jack a Marta and David a Marta Memorial Tr

990PF • Fiscal year 2012 • EIN 27-6731226

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

Organization Profile
283 W Front St Ste 10359801
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

28th percentile

-3.3%

Faster asset growth than 28% 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.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,651,695

Down $55,595 (-3.3%) from 2011

Net Assets

Down

$1,651,695

Down $55,595 (-3.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$120,233

Down $41,386 (-26%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,707,290Liabilities 2011: $0Net Assets 2011: $1,707,2902011Assets 2012: $1,651,695Liabilities 2012: $0Net Assets 2012: $1,651,6952012Assets 2013: $1,632,415Liabilities 2013: $0Net Assets 2013: $1,632,4152013Assets 2014: $1,628,863Liabilities 2014: $0Net Assets 2014: $1,628,8632014Assets 2015: $1,602,508Liabilities 2015: $0Net Assets 2015: $1,602,5082015Assets 2016: $1,558,149Liabilities 2016: $0Net Assets 2016: $1,558,1492016Assets 2017: $1,623,656Liabilities 2017: $0Net Assets 2017: $1,623,6562017Assets 2019: $1,598,350Liabilities 2019: $0Net Assets 2019: $1,598,3502019Assets 2020: $1,597,271Liabilities 2020: $0Net Assets 2020: $1,597,2712020Assets 2022: $1,606,842Liabilities 2022: $0Net Assets 2022: $1,606,8422022

Highlighted filing

2012

Assets$1,651,695
Liabilities$0
Net Assets$1,651,695
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $161,6192011Expenses 2012: $120,2332012Revenue 2013: $102,146Expenses 2013: $118,197Net Income 2013: -$16,0512013Revenue 2014: $123,236Expenses 2014: $126,268Net Income 2014: -$3,0322014Revenue 2015: $101,727Expenses 2015: $124,922Net Income 2015: -$23,1952015Revenue 2016: $78,778Expenses 2016: $117,452Net Income 2016: -$38,6742016Revenue 2017: $186,412Expenses 2017: $119,387Net Income 2017: $67,0252017Revenue 2019: $76,604Expenses 2019: $115,195Net Income 2019: -$38,5912019Revenue 2020: $124,118Expenses 2020: $122,616Net Income 2020: $1,5022020Revenue 2022: $78,905Expenses 2022: $133,671Net Income 2022: -$54,7662022

Highlighted filing

2012

Revenue-
Expenses$120,233
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 10, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BASSETT IITrustee-$0--
DAVIDSON TRUST COTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-OPERATIONS501C3MISSOULA, MT, US$10,772
Paid Grant-OPERATIONS501C3MISSOULA, MT, US$10,772
Paid Grant-OPERATIONS501C3BOZEMAN, MT, US$10,772
Paid Grant-OPERATIONS501C3SALT LAKE CITY, UT, US$10,772
Paid Grant-OPERATIONS501C3BILLINGS, MT, US$10,772
Paid Grant-OPERATIONS501C3PHOENIZ, AZ, US$10,772
Paid Grant-OPERATIONS501C3PORTERVILLE, CA, US$10,772
Paid Grant-OPERATIONS501C3COLTON, CA, US$10,772
Filing and Contact Details

Filer

EIN
27-6731226
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0STARWOOD PPTY TR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2LEGG MASON PART CLEARBRIDGE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3JOHN HANCOCK III DISCIPLINED
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8STATE STR BK & TR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9SCHLUMBERGER LTD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24MARTIN MARIETTA MATERIALS INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JP MORGAN CHASE & CO
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT BASSETT II
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAVIDSON TRUST CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1024952 PASTURE ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11283 W FRONT ST STE 103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WILDOMAR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MISSOULA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092595
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode159801
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions086176
IRS990PF/QualifyingDistributions/ExpensesAndContributions086176
IRS990PF/QualifyingDistributions/QualifyingDistributions086176
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MT
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010772
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110772
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount210772
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310772
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount410772
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount510772
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount610772
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount710772
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0FIRST STEP RESOURCE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1YWCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2EAGLE MOUNT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3PRIMARY CHILDRENS HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4YELLOWSTONE BOYS GIRLS RANCH FND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5MAKE A WISH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6CENTRAL CALIFORNIA FAMILY CRISIS CE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7BURN INSTITUTE- INLAND EMPIRE
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/RecipientUSAddress/AddressLine10500 W BROADWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111130 W BROADWAY ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine126901 Goldenstein Lane
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13100 NORTH MARIO CAPECCHI DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142050 OVERLAND AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine154742 N 24TH ST STE 400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16770 N MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17PO BOX 1423
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MISSOULA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MISSOULA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BOZEMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SALT LAKE CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BILLINGS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5PHOENIZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6PORTERVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7COLTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3UT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,651,695
Liabilities
$0
Net assets
$1,651,695
Revenue
-
Expenses
$120,233
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.08$0.13$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.12$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.08$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.19$0.12$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.08$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.10$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.13$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.10$0.12$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.16