Civic Intelligence

John H & Eleanora Anning Charitable Trust

990PF • Fiscal year 2012 • EIN 31-1619919

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

600 Vine StreetRoom/Suite 265045202
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

93rd percentile

$3,723

Higher top officer pay than 93% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

29th percentile

-8.6%

Faster asset growth than 29% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$232,773

Down $21,876 (-8.6%) from 2011

Net Assets

Down

$232,773

Down $21,876 (-8.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$33,824

Up $6,924 (+26%) 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.

$400K$300K$200K$100K$0Assets 2011: $254,649Liabilities 2011: $0Net Assets 2011: $254,6492011Assets 2012: $232,773Liabilities 2012: $0Net Assets 2012: $232,7732012Assets 2013: $361,543Liabilities 2013: $0Net Assets 2013: $361,5432013Assets 2014: $346,644Liabilities 2014: $0Net Assets 2014: $346,6442014Assets 2015: $349,160Liabilities 2015: $0Net Assets 2015: $349,1602015Assets 2016: $345,396Liabilities 2016: $0Net Assets 2016: $345,3962016Assets 2017: $366,677Liabilities 2017: $0Net Assets 2017: $366,6772017Assets 2018: $357,311Liabilities 2018: $0Net Assets 2018: $357,3112018Assets 2019: $363,501Liabilities 2019: $0Net Assets 2019: $363,5012019Assets 2020: $312,465Liabilities 2020: $0Net Assets 2020: $312,4652020Assets 2021: $304,656Liabilities 2021: $0Net Assets 2021: $304,6562021Assets 2022: $294,468Liabilities 2022: $0Net Assets 2022: $294,4682022Assets 2023: $277,145Liabilities 2023: $2,600Net Assets 2023: $274,5452023Assets 2024: $275,700Liabilities 2024: $0Net Assets 2024: $275,7002024

Highlighted filing

2012

Assets$232,773
Liabilities$0
Net Assets$232,773

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $26,9002011Expenses 2012: $33,8242012Revenue 2013: $153,703Expenses 2013: $24,927Net Income 2013: $128,7762013Revenue 2014: $10,058Expenses 2014: $24,762Net Income 2014: -$14,7042014Revenue 2015: $25,861Expenses 2015: $23,343Net Income 2015: $2,5182015Revenue 2016: $19,174Expenses 2016: $23,382Net Income 2016: -$4,2082016Revenue 2017: $45,652Expenses 2017: $24,920Net Income 2017: $20,7322017Revenue 2018: $19,239Expenses 2018: $29,087Net Income 2018: -$9,8482018Revenue 2019: $37,488Expenses 2019: $31,612Net Income 2019: $5,8762019Revenue 2020: -$18,793Expenses 2020: $30,767Net Income 2020: -$49,5602020Revenue 2021: $18,211Expenses 2021: $26,152Net Income 2021: -$7,9412021Revenue 2022: $23,763Expenses 2022: $34,003Net Income 2022: -$10,2402022Revenue 2023: $13,668Expenses 2023: $33,602Net Income 2023: -$19,9342023Revenue 2024: $35,784Expenses 2024: $34,553Net Income 2024: $1,2312024

Highlighted filing

2012

Revenue-
Expenses$33,824
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE WESLEY ARCHIABLETrustee-$3,723-$3,723
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCINCINNATI NATURE CENTERGENERAL OPERATIONS-MILFORD, OH, US$10,000
Paid GrantCINCINNATI ZOOGENERAL OPERATIONS-CINCINNATI, OH, US$8,000
Paid GrantST CECILIA CHURCHGENERAL OPERATIONS-CINCINNATI, OH, US$8,000
Filing and Contact Details

Filer

EIN
31-1619919
Raw XML AppendixShowing 400 of 408 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9GENUINE PARTS CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18SANDISK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21UNITED TECHS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22US BANCORP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24VODAFONE GROP PLC SP ADR
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26ISHARE DJ US FINANCIAL SECTOR FUND
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0GEORGE WESLEY ARCHIABLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05133819200
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10C/O 600 VINE STREET SUITE 2650
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0CINCINNATI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode045242
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount18000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount28000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CINCINNATI NATURE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CINCINNATI ZOO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ST CECILIA CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine104949 TEALTOWN ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113400 VINE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123105 MADISON ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode045150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode145220
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode245209
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear026000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear017432
IRS990PF/UndistributedIncome/AppliedToYear108643
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017432
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02427
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02427
IRS990PF/UndistributedIncome/QualifyingDistributions028502
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02427
IRS990PF/UndistributedIncome/TotalCorpus02427
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear08643
LegalFeesSchedule/LegalFees/Amount01117
LegalFeesSchedule/LegalFees/Category0RENDIGS, FRY, KIELY & DENNIS
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0279
LegalFeesSchedule/LegalFees/NetInvestmentIncome0838
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1ASSOCIATION OF SMALL FOUNDATI
OtherExpensesSchedule/OtherExpenses/Description2TREASURER OF STATE OF OHIO
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0695
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1100
OtherIncreasesSchedule/OtherIncreases/Amount0190
OtherIncreasesSchedule/OtherIncreases/Description0ACCOUNTING CHANGE
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount04
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1551
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount295
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount32
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0UBS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1MLPA FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2TRANSFER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category3BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome04
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome1551
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome295
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome32
TaxesSchedule/Taxes/Amount013
TaxesSchedule/Taxes/Amount136
TaxesSchedule/Taxes/Amount238
TaxesSchedule/Taxes/Category0FORIEGN TAX PAID MERRILL LYNCH 1
TaxesSchedule/Taxes/Category1US TREASURY
TaxesSchedule/Taxes/Category2FOREIGN PAID TAXES UBS
TaxesSchedule/Taxes/NetInvestmentIncome013
TaxesSchedule/Taxes/NetInvestmentIncome138
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311619919
ReturnHeader/Filer/Name/BusinessNameLine10JOHN H & ELEANORA ANNING
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE TRUST
ReturnHeader/Filer/NameControl0JOHN
ReturnHeader/Filer/Phone05133819200
ReturnHeader/Filer/USAddress/AddressLine10600 VINE STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 2650
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045202
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0GEORGE W ARCHIABLE
ReturnHeader/Officer/Phone05133819200
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-04-29
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MIDWEST CPA LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104555 LAKE FOREST DR STE 410
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CINCINNATI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.36$0.35$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.03$2.75$0.14$0.34$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.24$0.34$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.18$0.26$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.19$0.31$0.50
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.37$0.32$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.19$0.29$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.46$0.25$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.19$0.23$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.26$0.23$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.10$0.25$0.15
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$1.54$0.25$1.29
2012Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.34
2011Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.27