Civic Intelligence

Conte Lorraine M Charitable Fdn XXX-XX-XXXX

990PF • Fiscal year 2012 • EIN 34-1973043

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 24, 2013

C/O Farmers Trust CO 42 Mcclurg R44512
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

89th percentile

$2,032

Higher top officer pay than 89% of similar nonprofits.

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

Asset Growth

57th percentile

2.7%

Faster asset growth than 57% 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.

Assets

Up

$163,436

Up $4,283 (+2.7%) from 2011

Net Assets

Up

$163,436

Up $4,283 (+2.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,904

Down $10,984 (-74%) 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.

$200K$150K$100K$50K$0Assets 2010: $165,365Liabilities 2010: $0Net Assets 2010: $165,3652010Assets 2011: $159,153Liabilities 2011: $0Net Assets 2011: $159,1532011Assets 2012: $163,436Liabilities 2012: $0Net Assets 2012: $163,4362012Assets 2013: $173,573Liabilities 2013: $0Net Assets 2013: $173,5732013Assets 2014: $168,049Liabilities 2014: $0Net Assets 2014: $168,0492014Assets 2015: $176,371Liabilities 2015: $0Net Assets 2015: $176,3712015Assets 2016: $179,080Liabilities 2016: $0Net Assets 2016: $179,0802016Assets 2017: $179,452Liabilities 2017: $0Net Assets 2017: $179,4522017Assets 2018: $178,208Liabilities 2018: $0Net Assets 2018: $178,2082018Assets 2019: $186,625Liabilities 2019: $0Net Assets 2019: $186,6252019Assets 2020: $182,869Liabilities 2020: $0Net Assets 2020: $182,8692020Assets 2021: $194,211Liabilities 2021: $0Net Assets 2021: $194,2112021Assets 2022: $193,631Liabilities 2022: $0Net Assets 2022: $193,6312022Assets 2023: $194,188Liabilities 2023: $0Net Assets 2023: $194,1882023Assets 2024: $197,640Liabilities 2024: $0Net Assets 2024: $197,6402024

Highlighted filing

2012

Assets$163,436
Liabilities$0
Net Assets$163,436

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2010: $3,7222010Expenses 2011: $14,8882011Expenses 2012: $3,9042012Revenue 2013: $14,171Expenses 2013: $4,034Net Income 2013: $10,1372013Revenue 2014: $18,823Expenses 2014: $24,264Net Income 2014: -$5,4412014Revenue 2015: $12,354Expenses 2015: $4,033Net Income 2015: $8,3212015Revenue 2016: $16,696Expenses 2016: $13,980Net Income 2016: $2,7162016Revenue 2017: $14,292Expenses 2017: $13,920Net Income 2017: $3722017Revenue 2018: $16,171Expenses 2018: $17,413Net Income 2018: -$1,2422018Revenue 2019: $14,270Expenses 2019: $5,579Net Income 2019: $8,6912019Revenue 2020: $10,817Expenses 2020: $14,573Net Income 2020: -$3,7562020Revenue 2021: $15,921Expenses 2021: $4,573Net Income 2021: $11,3482021Revenue 2022: $15,067Expenses 2022: $15,638Net Income 2022: -$5712022Revenue 2023: $8,970Expenses 2023: $7,887Net Income 2023: $1,0832023Revenue 2024: $15,232Expenses 2024: $11,749Net Income 2024: $3,4832024

Highlighted filing

2012

Revenue-
Expenses$3,904
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 24, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,032-$2,032
BETH ANN MARSHALLTrustee-$0--
Filing and Contact Details

Filer

EIN
34-1973043
Raw XML AppendixShowing 400 of 423 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond010,000 HERSHEY 5.000% 4/1/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond130,000 NAT'L RURAL 3.350% 9/15
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1125 SHS ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2150 SHS AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3350 SHS SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock420 SHS APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5250 SHS GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6100 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7173 SHS MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8100 SHS DU PONT E I DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9100 SHS THE HERSHEY CO
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem020,000 MISSISSIPI ST 4.00%
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem235.000 ISHARES MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem335.000 ISHARES RUSS 3000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem41,308.615 FED ULTRASHORT BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5545.852 FIDELITY CAP & INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem61,311.499 FED INTERM GOV CORP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem732.000 HARBOR INTERNAT'L
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem82,026.342 PIMCO TOTAL RET III
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset020000. FEDERAL HOME LOAN BANK 0.625% 02/15/15-12 Q
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4100. J.P. MORGAN CHASE & CO
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BETH ANN MARSHALL
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0YOUNGSTOWN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN APPLICATIONSTATING PURPOSE OF GRANT INTENDED.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0FARMERS TRUST COMPANY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03307437000
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1042 MCCLURG ROAD
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode044512
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01933
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted09415
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402993
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear501582
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus07482
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY07482
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0556
IRS990PF/UndistributedIncome/ExcessFromYear10556
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions01933
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0556
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover08038
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0STATE OF OHIO FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
TaxesSchedule/Taxes/Amount064
TaxesSchedule/Taxes/Amount168
TaxesSchedule/Taxes/Amount21
TaxesSchedule/Taxes/Amount39
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.15$0.12$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.09$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.15$0.16$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.05$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.11$0.15$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.14$0.06$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.16$0.17$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14$0.14$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.17$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.12$0.04$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.19$0.24$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.14$0.04$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.04