Civic Intelligence

William E Monroe Endowment Fund Trust

990 • Fiscal year 2012 • EIN 33-0537748

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 05, 2013

Organization Profilewww.daylilies.org
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.

2012 filings • $500k-$1M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

52nd percentile

0.9%

Faster asset growth than 52% of similar nonprofits.

2012 filings • $500k-$1M 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 / Assets35th percentile

Assets

Up

$709,892

Up $6,372 (+0.9%) from 2011

Net Assets

Up

$709,892

Up $6,372 (+0.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$8,522

Down $5,751 (-40%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2012

Assets$709,892
Liabilities$0
Net Assets$709,892
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$8,522
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 5, 2013
Return Version
2012v2.0
Gross Receipts
$14,894
Filing and Contact Details

Filer

EIN
33-0537748
Raw XML Appendix341 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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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/Explanation2Julia Covington, Trustee, 4909 Labradore Dr, Roanoke, VA 24012. Mary Collier Fisher, Trustee, 32 Mylod St., Walpole, MA 01081. John (Bob) Martin, Trustee, 1636 Sunset Avenue, Orange City, FL 32763.
IRS990ScheduleO/GeneralExplanation/Explanation3Form 990 is provided by email to the three trustees of the organization before e-filing.
IRS990ScheduleO/GeneralExplanation/Explanation4Financial statements are published in the Spring Supplement of the Daylily Journal. This is mailed to the entire membership of the American Hemerocallis Society. 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
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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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IRS990/YearFormation01993
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-04-05
ReturnHeader/Officer/Name0Kyle Billadeau
ReturnHeader/Officer/Phone06122985607
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-22T17:49:06-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$709,892
Liabilities
$0
Net assets
$709,892
Revenue
-
Expenses
$8,522
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.10$0.00$7.10$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.04$0.00$7.04$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.79$0.00$6.79$0.19