Civic Intelligence

The Marie Roessler Charitable Remainder

990PF • Fiscal year 2012 • EIN 33-6087531

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 10, 2013

P O Box 316897208
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

90th percentile

$26,232

Higher top officer pay than 90% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,446,507

Down $44,294 (-3.0%) from 2011

Net Assets

Down

$1,446,507

Down $44,294 (-3.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$106,982

Up $24,041 (+29%) from 2011

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.

$1.5M$1.0M$500K$0Assets 2011: $1,490,801Liabilities 2011: $0Net Assets 2011: $1,490,8012011Assets 2012: $1,446,507Liabilities 2012: $0Net Assets 2012: $1,446,5072012Assets 2013: $1,459,711Liabilities 2013: $0Net Assets 2013: $1,459,7112013Assets 2015: $710,682Liabilities 2015: $0Net Assets 2015: $710,6822015Assets 2016: $711,569Liabilities 2016: $0Net Assets 2016: $711,5692016Assets 2017: $729,159Liabilities 2017: $0Net Assets 2017: $729,1592017Assets 2018: $745,156Liabilities 2018: $0Net Assets 2018: $745,1562018Assets 2019: $746,658Liabilities 2019: $0Net Assets 2019: $746,6582019Assets 2020: $995,190Liabilities 2020: $0Net Assets 2020: $995,1902020Assets 2021: $321,114Liabilities 2021: $0Net Assets 2021: $321,1142021Assets 2022: $233,848Liabilities 2022: $0Net Assets 2022: $233,8482022Assets 2023: $243,791Liabilities 2023: $0Net Assets 2023: $243,7912023Assets 2024: $256,556Liabilities 2024: $0Net Assets 2024: $256,5562024

Highlighted filing

2012

Assets$1,446,507
Liabilities$0
Net Assets$1,446,507

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $82,9412011Expenses 2012: $106,9822012Revenue 2013: $108,537Expenses 2013: $99,766Net Income 2013: $8,7712013Revenue 2015: $83,788Expenses 2015: $873,520Net Income 2015: -$789,7322015Revenue 2016: $29,329Expenses 2016: $28,425Net Income 2016: $9042016Revenue 2017: $49,003Expenses 2017: $31,399Net Income 2017: $17,6042017Revenue 2018: $49,101Expenses 2018: $32,603Net Income 2018: $16,4982018Revenue 2019: $32,116Expenses 2019: $30,793Net Income 2019: $1,3232019Revenue 2020: $272,076Expenses 2020: $22,138Net Income 2020: $249,9382020Revenue 2021: $173Expenses 2021: $674,251Net Income 2021: -$674,0782021Revenue 2022: $7,822Expenses 2022: $95,086Net Income 2022: -$87,2642022Revenue 2023: $11,629Expenses 2023: $1,687Net Income 2023: $9,9422023Revenue 2024: $12,928Expenses 2024: $162Net Income 2024: $12,7662024

Highlighted filing

2012

Revenue-
Expenses$106,982
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 10, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$26,232-$26,232
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATIONAL ANTI-VIVISECTION SOCIETYANIMAL WELFAREPUBLICCHICAGO, IL, US$13,934
Paid GrantPET ASSISTANCE FOUNDATIONANIMAL WELFAREPUBLICSAN PEDRO, CA, US$13,933
Paid GrantRAMONA ANIMAL SHELTER INCANIMAL WELFAREPUBLICSAN JACINTO, CA, US$13,933
Paid GrantMERCY CRUSADE INCANIMAL WELFAREPUBLICOXNARD, CA, US$8,139
Paid GrantTHE FUND FOR ANIMALS INCANIMAL WELFAREPUBLICNEW YORK, NY, US$6,967
Paid GrantPILOT GUIDE DOG FOUNDATION INCANIMAL TRAINING FORPUBLICCHICAGO, IL, US$6,967
Paid GrantWORLD WILDLIFE FUNDCONSERVATION OF NATUREPUBLICWASHINGTON, DC, US$6,967
Filing and Contact Details

Filer

EIN
33-6087531
Raw XML AppendixShowing 400 of 1,047 raw XML fields

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72WILLIAMS SONOMA INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76INGERSOLL RAND PLC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86VALERO ENERGY CORP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88COVIDIEN PLC
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm038082
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss038082
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-48056
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0405356
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss020844
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome035891
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0776
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss09900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps074823
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm023035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0106982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome058926
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses058926
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03983
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm023035
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss036142
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivable03604
IRS990PF/BalanceSheets/AccountsReceivableEOY03604
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV03604
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY01490801
IRS990PF/BalanceSheets/CapitalStockEOY01446507
IRS990PF/BalanceSheets/CashBOY0816
IRS990PF/BalanceSheets/CashEOY01585
IRS990PF/BalanceSheets/CashEOYFMV01585
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0478450
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0484621
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0501092
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0995572
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0938063
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01055063
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY015963
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY018634
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV018634
IRS990PF/BalanceSheets/TotalAssetsBOY01490801
IRS990PF/BalanceSheets/TotalAssetsEOY01446507
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01579978
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01490801
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01446507
IRS990PF/BalanceSheets/TotalNetAssetsBOY01490801
IRS990PF/BalanceSheets/TotalNetAssetsEOY01446507
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome020844
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis010140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11361
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis22669
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis33250
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis46694
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis51698
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis65756
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis82431
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis920101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis102095
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis113600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis124882
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis131420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis146816
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis154645
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis164253
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis171440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis186065
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis196732
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis207449
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis212764
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis221785
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis233804
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis242013
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis255756
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis264131
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis272262
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis289507
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis293815
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis302553
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis311662
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis322261
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3310285
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis348611
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis356822
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis362561
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis374187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis383104
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis395894
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis403094
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis411179
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis421757

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.01$0.00$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.01$0.00$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.01$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.00$0.67$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.27$0.02$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.03$0.03$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.05$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.05$0.03$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.03$0.03$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.08$0.87$0.79
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.11$0.10$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.08