Civic Intelligence

Carpenter-Garcia Scholarship Fund

990PF • Fiscal year 2012 • EIN 34-1702479

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 03, 2013

Organization Profile
1213 Hillcliff Street44641
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

50th percentile

0.2%

Faster asset growth than 50% of similar nonprofits.

2012 filings • <$500k 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 / Assets58th percentile

Assets

Up

$123,851

Up $228 (+0.2%) from 2011

Net Assets

Up

$123,851

Up $228 (+0.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$9,951

Up $150 (+1.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$150K$100K$50K$0Assets 2010: $126,389Liabilities 2010: $0Net Assets 2010: $126,3892010Assets 2011: $123,623Liabilities 2011: $0Net Assets 2011: $123,6232011Assets 2012: $123,851Liabilities 2012: $0Net Assets 2012: $123,8512012Assets 2013: $103,553Liabilities 2013: $0Net Assets 2013: $103,5532013Assets 2014: $103,562Liabilities 2014: $0Net Assets 2014: $103,5622014

Highlighted filing

2012

Assets$123,851
Liabilities$0
Net Assets$123,851
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$0-$10K-$20K-$30KExpenses 2010: $9,5002010Expenses 2011: $9,8012011Expenses 2012: $9,9512012Revenue 2013: -$10,773Expenses 2013: $9,525Net Income 2013: -$20,2982013Revenue 2014: $9,284Expenses 2014: $9,275Net Income 2014: $92014

Highlighted filing

2012

Revenue-
Expenses$9,951
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 3, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMIL GARCIATrustee-$0--
ANGIE EMMONSTreasurer-$0--
MELISSA NOFERSecretary-$0--
LAURA ESPOSITOVice Preside-$0--
KORY SWOPEPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future Grant-EDUCATION DEGREEINDIVIDUALLOUISVILLE, OH, US$4,500
Approved Future Grant-EDUCATION DEGREEINDIVIDUALLOUISVILLE, OH, US$3,000
Paid Grant-EDUCATION DEGREEINDIVIDUALLOUSIVLLE, OH, US$1,500
Paid Grant-EDUCATION DEGREEINDIVIDUALLOUISVILLE, OH, US$1,500
Paid Grant-EDUCATION DEGREEINDIVIDUALLOUISVILLE, OH, US$1,500
Paid Grant-EDUCATION DEGREEINDIVIDUALLOUSIVILLE, OH, US$1,500
Approved Future Grant-EDUCATION DEGREEINDIVIDUALLOUISVILLE, OH, US$1,500
Filing and Contact Details

Filer

EIN
34-1702479
Raw XML AppendixShowing 400 of 493 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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AccountingFeesSchedule/AccountingFees/Amount01875
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01875
CompensationExplanation/Compensation/PersonName0AMIL GARCIA
CompensationExplanation/Compensation/PersonName1ANGIE EMMONS
CompensationExplanation/Compensation/PersonName2MELISSA NOFER
CompensationExplanation/Compensation/PersonName3LAURA ESPOSITO
CompensationExplanation/Compensation/PersonName4KORY SWOPE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue018533
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19131
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV215069
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ANNALY CAPITAL MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ARMOUR RESIDENTIAL REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2BARRICK GOLD CORP CAD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3GOLDCORP INC NEW CAD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4HECLA MINING CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5KINROSS GOLD CORP NEW CAD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6NEW GOLD INC CAD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10WILLIAMS COS INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13RANGER EQUITY BEAR ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14SPDR INDX SHS FDS S&P INTRNTNL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15ENERGY TRANSFER PARTNERS LP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17ISHARES TRUST S&P U S PFD STOCK INDE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18PIMCO CORPORATE & INCOME STRAT FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19PIMCO CORPORATE & INCOME OPPOR FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20BAC CAP TR X
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21CITIGROUP CAPITAL XV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22GOLDMAN SACHS GROUP INC SER D
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23GOLDMAND SACHS GROUP INC PFD A
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0224
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-02-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12012-02-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-11-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82006-11-09
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-09-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-02-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CISCO SYSTEMS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1FIRST TRUST EXCHANGE TRADED FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2FORD MOTOR CO COM NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3GOLDMAN SACHS GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4ISHARES DJ SELECT DIVID
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0AMIL GARCIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ANGIE EMMONS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MELISSA NOFER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3LAURA ESPOSITO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4KORY SWOPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRESIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101201 SOUTH NICKEL PLATE ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111201 SOUTH NICKEL PLATE ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121201 SOUTH NICKEL PLATE ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131201 SOUTH NICKEL PLATE ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine141201 SOUTH NICKEL PLATE ST
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear406000
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber18
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INCOME USED FOR SCHOLARSHIPS OF LOUISVILLE HIGH SCHOOL
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1GRADUATES THAT WISH TO GET AN EDUCATION DEGREE WITH THE INTENT OF BECOMING A TEACHER.
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0AMIL GARCIA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03308752347
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101213 HILLCLIFF STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LOUISVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
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IRS990PF/SummaryOfDirectCharitableActy/Description10PROVIDING SCHOLARSHIPS TO GRADUATES OF LOUISVILLE HIGH SCHOOL OF LOUISVILLE, OHIO FOR A COLLEGE DEGREE IN EDUCATION WITH THE INTENT OF BECOMING A TEACHER
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IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount13000
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount21500
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution0EDUCATION DEGREE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution1EDUCATION DEGREE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution2EDUCATION DEGREE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus0INDIVIDUAL
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus1INDIVIDUAL
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus2INDIVIDUAL
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientPersonName0DANIELLE BAKER
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientPersonName1MARISSA JONES
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientPersonName2JACOB ADKINS
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine102151 CAPITOL STREET
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine119880 GEORGETOWN ST
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine1210560 STATE STREET
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City0LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City1LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City2LOUISVILLE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode044641

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$123,851
Liabilities
$0
Net assets
$123,851
Revenue
-
Expenses
$9,951
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.09$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.11$0.10$0.20
2012Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10