Civic Intelligence

Else L Schulze Perpetual Charitable Trust

990PF • Fiscal year 2012 • EIN 31-6664505

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 23, 2013

Organization Profile
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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2012 filings • $5M-$10M 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

98th percentile

$135,267

Higher top officer pay than 98% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

31st percentile

-2.2%

Faster asset growth than 31% of similar nonprofits.

2012 filings • $5M-$10M 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 / Assets20th percentile

Assets

Down

$9,586,789

Down $220,062 (-2.2%) from 2011

Net Assets

Down

$9,586,352

Down $220,499 (-2.2%) from 2011

Liabilities

Up

$437

Up $437 from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$724,634

Up $27,121 (+3.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0Assets 2011: $9,806,851Liabilities 2011: $0Net Assets 2011: $9,806,8512011Assets 2012: $9,586,789Liabilities 2012: $437Net Assets 2012: $9,586,3522012Assets 2013: $9,400,856Liabilities 2013: $0Net Assets 2013: $9,400,8562013Assets 2015: $10,063,845Liabilities 2015: $0Net Assets 2015: $10,063,8452015Assets 2018: $10,571,253Liabilities 2018: $0Net Assets 2018: $10,571,2532018Assets 2019: $10,702,618Liabilities 2019: $0Net Assets 2019: $10,702,6182019Assets 2021: $11,175,423Liabilities 2021: $0Net Assets 2021: $11,175,4232021Assets 2022: $11,575,417Liabilities 2022: $0Net Assets 2022: $11,575,4172022Assets 2024: $12,000,192Liabilities 2024: $0Net Assets 2024: $12,000,1922024

Highlighted filing

2012

Assets$9,586,789
Liabilities$437
Net Assets$9,586,352
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $697,5132011Expenses 2012: $724,6342012Revenue 2013: $510,163Expenses 2013: $685,718Net Income 2013: -$175,5552013Revenue 2015: $402,804Expenses 2015: $862,237Net Income 2015: -$459,4332015Revenue 2018: $1,492,436Expenses 2018: $819,586Net Income 2018: $672,8502018Revenue 2019: $927,174Expenses 2019: $798,368Net Income 2019: $128,8062019Revenue 2021: $1,180,269Expenses 2021: $823,690Net Income 2021: $356,5792021Revenue 2022: $1,435,108Expenses 2022: $1,034,766Net Income 2022: $400,3422022Revenue 2024: $700,370Expenses 2024: $873,291Net Income 2024: -$172,9212024

Highlighted filing

2012

Revenue-
Expenses$724,634
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 23, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$135,267-$135,267
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN CANCER SOCIETYTAX-EXEMPT PURPOSECHARITABLEOKLAHOMA CITY, OK, US$198,203
Paid GrantBEREA COLLEGETAX-EXEMPT PURPOSEPUBLICBEREA, KY, US$141,573
Paid GrantUNIVERSITY OF CINCINNATI FOUNDATIONTAX-EXEMPT PURPOSEPUBLICCINCINNATI, OH, US$113,259
Paid GrantOHIO PRESBYTERIAN RETIREMENT SVCSTAX-EXEMPT PURPOSECHARITABLECOLUMBUS, OH, US$113,259
Filing and Contact Details

Filer

EIN
31-6664505
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56OLD DOMINION FGHT LINE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57P N C FINANCIAL SVCS GR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58PARAMETRIC TECH CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61PLEXUS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64PROGRESS SOFTWARE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66SIGNATURE BK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67TENNANT CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68TEXAS INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70TORO CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72TREEHOUSE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73UNITED HEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74UNITED STATIONERS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75VALLEY NATL BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76VERIZON COMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78WASTE MGMT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock803M CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81ACCENTURE LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82NESTLE S A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84ANIXTER INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85AVALONBAY COMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87LINCOLN NATL CORP IND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88MATTHEWS INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89PRUDENTIAL FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90VORNADO RLTY TR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91AMERICAN ELECTRIC POWER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92BARNES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94BRISTOW GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95FIFTH THIRD BANK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96FLOWERS FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97FRANKLIN ELEC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98HOME PROPERTIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99J2 GLOBAL COMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101MATTEL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102NORTHERN TR CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105SILGAN HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106SNAP ON INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109UNITED STATES STEEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112COVIDIEN PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock113TYCO INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock114ERICSSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock115ALCOA INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock116BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock117BUCKEYE TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock118C M S ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock119CORPORATE EXECUTIVE BRD CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock120CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock121DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock122DUPONT FABROS TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock123HEIDRICK & STRUGGLES INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock124KEYCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock125KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock126KRAFT FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock127NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock128PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock129PEABODY ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock130PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock131PS BUSINESS PKS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock132TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock133VALUE CLICK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock134NATIONAL GRID PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock135ROGERS COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock136AETNA INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock137AGILENT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock138ALEXANDRIA REAL ESTATE EQUITIE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock139ALLEGHENY TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock140AMERICAN EQUITY INVT LIFE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock141AMERIPRISE FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock142ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock143APPLE INC

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Filings

Displayed year

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

Open filing
Assets
$9,586,789
Liabilities
$437
Net assets
$9,586,352
Revenue
-
Expenses
$724,634
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.70$0.87$0.17
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.44$1.03$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$1.18$0.82$0.36
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.93$0.80$0.13
2018Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.49$0.82$0.67
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.40$0.86$0.46
2013Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.51$0.69$0.18
2012Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.72
2011Detailed filing. Detailed filing data is available for this year.$9.81$0.00$9.81$0.70