Civic Intelligence

F a Sackett-Omi Fund (Books) 03-5975

990PF • Fiscal year 2011 • EIN 31-6061181

Jan 01, 2011 to Dec 31, 2011 • Filed on May 04, 2012

P O Box 1118 Ml Cn-oh-w10x45201-1118
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.

2011 filings • <$500k 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

92nd percentile

$3,588

Higher top officer pay than 92% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$255,260

No earlier filing loaded for comparison.

Net Assets

$255,260

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$10,943

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.

$300K$200K$100K$0Assets 2011: $255,260Liabilities 2011: $0Net Assets 2011: $255,2602011Assets 2012: $286,805Liabilities 2012: $0Net Assets 2012: $286,8052012Assets 2013: $289,436Liabilities 2013: $0Net Assets 2013: $289,4362013Assets 2014: $295,197Liabilities 2014: $0Net Assets 2014: $295,1972014Assets 2015: $294,510Liabilities 2015: $0Net Assets 2015: $294,5102015Assets 2016: $280,678Liabilities 2016: $0Net Assets 2016: $280,6782016Assets 2017: $272,112Liabilities 2017: $0Net Assets 2017: $272,1122017Assets 2018: $269,334Liabilities 2018: $0Net Assets 2018: $269,3342018Assets 2019: $270,440Liabilities 2019: $0Net Assets 2019: $270,4402019Assets 2020: $273,615Liabilities 2020: $0Net Assets 2020: $273,6152020Assets 2021: $266,420Liabilities 2021: $0Net Assets 2021: $266,4202021Assets 2022: $256,939Liabilities 2022: $0Net Assets 2022: $256,9392022Assets 2023: $247,582Liabilities 2023: $0Net Assets 2023: $247,5822023Assets 2024: $240,115Liabilities 2024: $0Net Assets 2024: $240,1152024

Highlighted filing

2011

Assets$255,260
Liabilities$0
Net Assets$255,260

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $10,9432011Expenses 2012: $4,4742012Revenue 2013: $21,526Expenses 2013: $18,896Net Income 2013: $2,6302013Revenue 2014: $26,218Expenses 2014: $19,967Net Income 2014: $6,2512014Revenue 2015: $18,021Expenses 2015: $18,729Net Income 2015: -$7082015Revenue 2016: $7,040Expenses 2016: $20,839Net Income 2016: -$13,7992016Revenue 2017: $11,590Expenses 2017: $20,152Net Income 2017: -$8,5622017Revenue 2018: $16,119Expenses 2018: $18,899Net Income 2018: -$2,7802018Revenue 2019: $21,555Expenses 2019: $20,345Net Income 2019: $1,2102019Revenue 2020: $23,447Expenses 2020: $20,271Net Income 2020: $3,1762020Revenue 2021: $13,863Expenses 2021: $21,058Net Income 2021: -$7,1952021Revenue 2022: $11,711Expenses 2022: $21,189Net Income 2022: -$9,4782022Revenue 2023: $9,935Expenses 2023: $19,300Net Income 2023: -$9,3652023Revenue 2024: $10,920Expenses 2024: $18,384Net Income 2024: -$7,4642024

Highlighted filing

2011

Revenue-
Expenses$10,943
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 4, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,588-$3,588
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF CINCINNATIEXEMPT PURPOSEPUBLICCINCINNATI, OH, US$6,181
Filing and Contact Details

Filer

EIN
31-6061181
Raw XML Appendix388 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.

Path#Value
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount06181
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EXEMPT PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20ATTN WILLIAM O DOERING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 210641
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0452210641
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear06181
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/AppliedToCurrentYear07354
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014280
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear204091
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303071
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus06926
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY06926
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0236
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear20236
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions07354
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0236
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover07162
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LegalFeesSchedule/LegalFees/Amount0107
LegalFeesSchedule/LegalFees/Amount1107
LegalFeesSchedule/LegalFees/Category0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFees/Category1LEGAL FEES - INCOME (ALLOCABLE
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0107
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps1107
OtherExpensesSchedule/OtherExpenses/Description0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpenses/Description1OTHER ALLOCABLE EXPENSE-INCOME
OtherExpensesSchedule/OtherExpenses/Description2OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome037
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome137
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks037
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks137
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2100
OtherIncreasesSchedule/OtherIncreases/Amount03
OtherIncreasesSchedule/OtherIncreases/Description0ROUNDING DIFFERENCES
TaxesSchedule/Taxes/Amount0103
TaxesSchedule/Taxes/Amount1175
TaxesSchedule/Taxes/Amount28
TaxesSchedule/Taxes/Category0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1175
TaxesSchedule/Taxes/NetInvestmentIncome28
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0316061181
ReturnHeader/Filer/Name/BusinessNameLine10F A SACKETT-OMI FUND (BOOKS) 03-5975
ReturnHeader/Filer/NameControl0SACK
ReturnHeader/Filer/Phone05136324632
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1118 ML CN-OH-W10X
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0452011118
ReturnHeader/Officer/DateSigned02012-05-04
ReturnHeader/Officer/Name0US BANK NA BY
ReturnHeader/Officer/Phone05136324632
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-08T06:34:52-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.11$0.18$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.10$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.12$0.21$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.14$0.21$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.23$0.20$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.22$0.20$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.16$0.19$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.12$0.20$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.07$0.21$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.18$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.26$0.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.22$0.19$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.04
2011Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.11