Civic Intelligence

Victor W Kramer Charitable Trust 005033

990PF • Fiscal year 2013 • EIN 27-6739649

Nov 01, 2012 to Oct 31, 2013 • Filed on Dec 06, 2013

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

15th percentile

0.00x

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

42nd percentile

$95,432

Higher top officer pay than 42% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$10,540,750

No earlier filing loaded for comparison.

Net Assets

$10,540,750

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$604,980

No earlier filing loaded for comparison.

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.

$15M$10M$5.0M$0Assets 2013: $10,540,750Liabilities 2013: $0Net Assets 2013: $10,540,7502013Assets 2014: $10,676,658Liabilities 2014: $0Net Assets 2014: $10,676,6582014Assets 2015: $10,411,081Liabilities 2015: $0Net Assets 2015: $10,411,0812015Assets 2016: $11,409,970Liabilities 2016: $0Net Assets 2016: $11,409,9702016Assets 2017: $11,394,514Liabilities 2017: $0Net Assets 2017: $11,394,5142017Assets 2018: $11,138,067Liabilities 2018: $0Net Assets 2018: $11,138,0672018Assets 2019: $11,235,364Liabilities 2019: $0Net Assets 2019: $11,235,3642019Assets 2020: $10,590,650Liabilities 2020: $0Net Assets 2020: $10,590,6502020Assets 2021: $10,669,898Liabilities 2021: $0Net Assets 2021: $10,669,8982021Assets 2022: $9,996,215Liabilities 2022: $0Net Assets 2022: $9,996,2152022Assets 2025: $12,056,031Liabilities 2025: $0Net Assets 2025: $12,056,0312025

Highlighted filing

2013

Assets$10,540,750
Liabilities$0
Net Assets$10,540,750

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2013: $604,9802013Revenue 2014: $853,721Expenses 2014: $668,111Net Income 2014: $185,6102014Revenue 2015: $394,985Expenses 2015: $699,764Net Income 2015: -$304,7792015Revenue 2016: $1,640,963Expenses 2016: $639,277Net Income 2016: $1,001,6862016Revenue 2017: $677,044Expenses 2017: $698,650Net Income 2017: -$21,6062017Revenue 2018: $543,890Expenses 2018: $810,835Net Income 2018: -$266,9452018Revenue 2019: $868,738Expenses 2019: $759,181Net Income 2019: $109,5572019Revenue 2020: $97,764Expenses 2020: $743,281Net Income 2020: -$645,5172020Revenue 2021: $841,406Expenses 2021: $759,790Net Income 2021: $81,6162021Revenue 2022: $246,783Expenses 2022: $920,891Net Income 2022: -$674,1082022Revenue 2025: $1,673,692Expenses 2025: $943,290Net Income 2025: $730,4022025

Highlighted filing

2013

Revenue-
Expenses$604,980
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Dec 6, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$95,432-$95,432
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST MARY'S ROMAN CATHOLIC BASILICAGENERAL SUPPORTPUBLIC EXEMPTPHOENIX, AZ, US$173,736
Paid GrantCATHOLIC RELIEF SERVICESGENERAL SUPPORTPUBLIC EXEMPTPHOENIX, AZ, US$140,075
Paid GrantROMAN CATHOLIC DIOCESE PHOENIXGENERAL SUPPORTPUBLIC EXEMPTPHOENIX, AZ, US$33,661
Paid GrantPHI DELTA THETA FRATERNITYGENERAL SUPPORTPUBLIC EXEMPTOXFORD, OH, US$32,576
Paid GrantST MARY'S FOOD BANKGENERAL SUPPORTPUBLIC EXEMPTPHOENIX, AZ, US$21,717
Paid GrantSANTA CLARA UNIVERSITYGENERAL SUPPORTPUBLIC EXEMPTSANTA CLARA, CA, US$21,717
Paid GrantTHE NATURE CONSERVANCYGENERAL SUPPORTPUBLIC EXEMPTARLINGTON, VA, US$10,859
Paid GrantDIOCESAN COUNCIL FOR THE SOCIETY OFGENERAL SUPPORTPUBLIC EXEMPTPHOENIX, AZ, US$10,859
Paid GrantARIZONA SCIENCE CENTERGENERAL SUPPORTPUBLIC EXEMPTPHOENIX, AZ, US$10,859
Paid GrantARIZONA HISTORICAL SOCIETYGENERAL SUPPORTPUBLIC EXEMPTTUCSON, AZ, US$10,859
Paid GrantARIZONA STATE UNIV FOUNDATIONGENERAL SUPPORTPUBLIC EXEMPTTEMPE, AZ, US$10,859
Paid GrantSALVATION ARMYGENERAL SUPPORTPUBLIC EXEMPTPHOENIZ, AZ, US$10,859
Paid GrantBRONCO BENCH FOUNDATIONGENERAL SUPPORTPUBLIC EXEMPTSANTA CLARA, CA, US$10,859
Filing and Contact Details

Filer

EIN
27-6739649
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17981369Y100 AMEX MATERIALS SPDR
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