Civic Intelligence

Ernst G Siefert Trust

990PF • Fiscal year 2011 • EIN 31-6443182

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

PO Box 9465144101
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

83rd percentile

$17,040

Higher top officer pay than 83% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

46th percentile

-0.6%

Faster asset growth than 46% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,331,713

No earlier filing loaded for comparison.

Net Assets

$2,331,713

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$133,263

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.

$3.0M$2.0M$1.0M$0Assets 2011: $2,331,713Liabilities 2011: $0Net Assets 2011: $2,331,7132011Assets 2012: $2,331,802Liabilities 2012: $0Net Assets 2012: $2,331,8022012Assets 2013: $2,346,648Liabilities 2013: $0Net Assets 2013: $2,346,6482013Assets 2014: $2,446,295Liabilities 2014: $0Net Assets 2014: $2,446,2952014Assets 2017: $2,924,518Liabilities 2017: $0Net Assets 2017: $2,924,5182017Assets 2018: $2,824,869Liabilities 2018: $0Net Assets 2018: $2,824,8692018Assets 2020: $2,655,730Liabilities 2020: $0Net Assets 2020: $2,655,7302020Assets 2021: $2,605,681Liabilities 2021: $0Net Assets 2021: $2,605,6812021Assets 2022: $2,502,441Liabilities 2022: $0Net Assets 2022: $2,502,4412022

Highlighted filing

2011

Assets$2,331,713
Liabilities$0
Net Assets$2,331,713

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $133,2632011Expenses 2012: $138,4932012Revenue 2013: $163,812Expenses 2013: $148,964Net Income 2013: $14,8482013Revenue 2014: $261,186Expenses 2014: $161,540Net Income 2014: $99,6462014Revenue 2017: $443,571Expenses 2017: $161,782Net Income 2017: $281,7892017Revenue 2018: $85,678Expenses 2018: $185,326Net Income 2018: -$99,6482018Revenue 2020: $57,400Expenses 2020: $168,641Net Income 2020: -$111,2412020Revenue 2021: $120,363Expenses 2021: $169,281Net Income 2021: -$48,9182021Revenue 2022: $83,667Expenses 2022: $185,759Net Income 2022: -$102,0922022

Highlighted filing

2011

Revenue-
Expenses$133,263
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$17,040-$17,040
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAPITAL UNIVERSITYGENERAL SUPPORTPUBLICCOLUMBUS, OH, US$64,357
Paid GrantTRINITY LUTHERAN SEMINARYGENERAL SUPPORTPUBLICCOLUMBUS, OH, US$17,552
Paid GrantMIAMI UNIVERSITYGENERAL SUPPORTPUBLICOXFORD, OH, US$11,701
Paid GrantMARION YMCA ENDOWMENTGENERAL SUPPORTPUBLICMARION, OH, US$11,210
Paid GrantREGENTS OF UNIVERSITYGENERAL SUPPORTPUBLICANN ARBOR, MI, US$8,186
Filing and Contact Details

Filer

EIN
31-6443182
Raw XML AppendixShowing 400 of 478 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset023.12 ROWE T PRICE MID-CAP GROWTH FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset110487.353 MFS CORE GROWTH FUND MERGED 8/26/2011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset264.284 HARBOR FD CAP APPRECIATION FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3549.451 ASTON TAMRO SMALL CAP FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset418072.289 BLACKROCK FUNDS LARGE CAP VALUE INSTITUTIONAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52136.752 DODGE & COX INTERNATIONAL STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset67451.565 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7924. ISHARES BARCLAYS AGG BOND FUND ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8393. ISHARES TR MSCI EMERGING MKTS INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset92092. ISHARES RUSSELL 1000 INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10509. ISHARES TR RUSSELL 2000
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset144398.827 T ROWE PRICE GROWTH STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset152687.45 SELECTED AMERICAN SHARES-D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset167698.229 WELLS FARGO ADVANTAGE TOTAL RETURN BOND FUND I
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset181502.516 PNC INTERMEDIATE BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1970. ISHARES IBOXX $ INVESTOP INVESTMENT GRADE CORP BD FD
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