Civic Intelligence

William E Monroe Endowment Fund Trust

990 • Fiscal year 2011 • EIN 33-0537748

Jan 01, 2011 to Dec 31, 2011 • Filed on May 05, 2012

3190 Autumn Woods Dr55318
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

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

Up

$703,520

Up $24,094 (+3.5%) from 2010

Net Assets

Up

$703,520

Up $24,094 (+3.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$14,273

Down $4,571 (-24%) from 2010

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.

$800K$600K$400K$200K$0Assets 2010: $679,426Liabilities 2010: $0Net Assets 2010: $679,4262010Assets 2011: $703,520Liabilities 2011: $0Net Assets 2011: $703,5202011Assets 2012: $709,892Liabilities 2012: $0Net Assets 2012: $709,8922012

Highlighted filing

2011

Assets$703,520
Liabilities$0
Net Assets$703,520

Operations Trend

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

$20K$15K$10K$5.0K$0Expenses 2010: $18,8442010Expenses 2011: $14,2732011Expenses 2012: $8,5222012

Highlighted filing

2011

Revenue-
Expenses$14,273
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 5, 2012
Return Version
2011v1.2
Gross Receipts
$38,367
Filing and Contact Details

Filer

EIN
33-0537748
Raw XML Appendix320 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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IRS990/ActivityOrMissionDescription0Endowment fund for American Hemerocallis Society
IRS990/AddressPrincipalOfficerUS/AddressLine103190 Autumn Woods Dr
IRS990/AddressPrincipalOfficerUS/City0Chaska
IRS990/AddressPrincipalOfficerUS/State0MN
IRS990/AddressPrincipalOfficerUS/ZIPCode055318
IRS990/AllOtherContributions024244
IRS990/BenefitsPaidToMembersCY00
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IRS990/Form990PartVIISectionA/NamePerson0Mary Collier Fisher
IRS990/Form990PartVIISectionA/NamePerson1Kevin Walek
IRS990/Form990PartVIISectionA/NamePerson2Nancy Falck
IRS990/Form990PartVIISectionA/NamePerson3Kyle Billadeau
IRS990/Form990PartVIISectionA/NamePerson4Bob Brooks
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs35000
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IRS990/Form990PartVIISectionA/Title0Trustee
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IRS990/Form990PartVIISectionA/Title3Treasurer
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IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0No meetings are held as it is a passive investment fund supported by donations
IRS990ScheduleO/GeneralExplanation/Explanation1There are no committees. No meetings are held as it is a passive investment fund supported by donations.
IRS990ScheduleO/GeneralExplanation/Explanation2Mary Collier Fisher, Trustee, 32 Mylod St., Walpole, MA 01081. Kevin Walek, Trustee, 102 Manahoac Ct, Lake Frederick, VA 22603, Nancy Falck, Trustee, PO Box 192, Fairhope AL 36533
IRS990ScheduleO/GeneralExplanation/Explanation3Form 990 provided by email to the three trustees of the organization before efiling
IRS990ScheduleO/GeneralExplanation/Explanation4Financial statements are published in the Spring Supplement of the Daylily Journal, which is mailed to the entire membership. Any other information is provided upon request.
IRS990ScheduleO/GeneralExplanation/Identifier0F990_P06_S0A_L08a
IRS990ScheduleO/GeneralExplanation/Identifier1F990_P06_S0A_L08b
IRS990ScheduleO/GeneralExplanation/Identifier2F990_P06_S0A_L09
IRS990ScheduleO/GeneralExplanation/Identifier3F990_P06_S0B_L11b
IRS990ScheduleO/GeneralExplanation/Identifier4F990_P06_S0C_L19
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10AMERICAN HEMEROCALLIS SOCIETY
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0Horticultural society
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IRS990/YearFormation01993
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0330537748
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM E MONROE ENDOWMENT FUND TRUST
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone06122985607
ReturnHeader/Filer/USAddress/AddressLine103190 Autumn Woods Dr
ReturnHeader/Filer/USAddress/City0Chaska
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055318
ReturnHeader/Officer/DateSigned02012-05-05
ReturnHeader/Officer/Name0Kyle Billadeau
ReturnHeader/Officer/Phone06122985607
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-13T21:58:30-07:00

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