Civic Intelligence

Raeburn E Barnes Trust

990PF • Fiscal year 2011 • EIN 34-6639060

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 25, 2012

PO Box 49945365
Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2011 filings • $5M-$10M 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

65th percentile

$9,261

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

53rd percentile

1.2%

Faster asset growth than 53% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$6,154,934

Up $70,233 (+1.2%) from 2010

Net Assets

Up

$6,107,882

Up $67,926 (+1.1%) from 2010

Liabilities

Up

$47,052

Up $2,307 (+5.2%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$167,335

Down $16,678 (-9.1%) 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.

$10M$5.0M$0Assets 2010: $6,084,701Liabilities 2010: $44,745Net Assets 2010: $6,039,9562010Assets 2011: $6,154,934Liabilities 2011: $47,052Net Assets 2011: $6,107,8822011Assets 2012: $6,338,544Liabilities 2012: $47,431Net Assets 2012: $6,291,1132012Assets 2013: $6,505,892Liabilities 2013: $60,154Net Assets 2013: $6,445,7382013Assets 2014: $7,208,117Liabilities 2014: $60,154Net Assets 2014: $7,147,9632014Assets 2015: $7,297,946Liabilities 2015: $46,703Net Assets 2015: $7,251,2432015Assets 2016: $8,195,589Liabilities 2016: $46,703Net Assets 2016: $8,148,8862016Assets 2017: $8,221,131Liabilities 2017: $46,703Net Assets 2017: $8,174,4282017Assets 2018: $8,306,002Liabilities 2018: $49,037Net Assets 2018: $8,256,9652018Assets 2019: $8,460,482Liabilities 2019: $35,666Net Assets 2019: $8,424,8162019Assets 2020: $8,549,001Liabilities 2020: $37,666Net Assets 2020: $8,511,3352020Assets 2021: $8,986,043Liabilities 2021: $34,666Net Assets 2021: $8,951,3772021Assets 2022: $8,967,784Liabilities 2022: $45,458Net Assets 2022: $8,922,3262022Assets 2023: $9,406,377Liabilities 2023: $45,458Net Assets 2023: $9,360,9192023Assets 2024: $9,771,788Liabilities 2024: $44,057Net Assets 2024: $9,727,7312024

Highlighted filing

2011

Assets$6,154,934
Liabilities$47,052
Net Assets$6,107,882

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $184,0132010Expenses 2011: $167,3352011Expenses 2012: $168,3482012Revenue 2013: $328,833Expenses 2013: $174,208Net Income 2013: $154,6252013Revenue 2014: $879,473Expenses 2014: $177,248Net Income 2014: $702,2252014Revenue 2015: $255,126Expenses 2015: $151,537Net Income 2015: $103,5892015Revenue 2016: $1,065,909Expenses 2016: $164,631Net Income 2016: $901,2782016Revenue 2017: $210,128Expenses 2017: $181,057Net Income 2017: $29,0712017Revenue 2018: $267,645Expenses 2018: $177,519Net Income 2018: $90,1262018Revenue 2019: $335,056Expenses 2019: $169,576Net Income 2019: $165,4802019Revenue 2020: $247,450Expenses 2020: $159,931Net Income 2020: $87,5192020Revenue 2021: $606,799Expenses 2021: $169,236Net Income 2021: $437,5632021Revenue 2022: $173,935Expenses 2022: $198,861Net Income 2022: -$24,9262022Revenue 2023: $623,645Expenses 2023: $185,052Net Income 2023: $438,5932023Revenue 2024: $567,194Expenses 2024: $200,382Net Income 2024: $366,8122024

Highlighted filing

2011

Revenue-
Expenses$167,335
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 25, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS WATKINSTrustee-$9,261-$9,261
STANLEY R EVANSTrustee-$9,261-$9,261
NORMAN P SMITHTrustee-$9,261-$9,261
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWILSON MEMORIAL HOSPITALSPECIFIC BEQUEST IN WILL OF R. BARNE-SIDNEY, OH, US$1,000
Filing and Contact Details

Filer

EIN
34-6639060
Raw XML AppendixShowing 400 of 513 raw XML fields

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CompensationExplanation/Compensation/PersonName2NORMAN P SMITH
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2WELLS FARGO AND CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3CARDINAL HEALTH INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5E M C CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JOHNSON CONTROLS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JOY GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10HOSPRIA INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11ISHARES S&P MIDCAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12MERCK & CO INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15BRISTOL MEYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16CATERPILLAR INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17CHEVRON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21DEERE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23EXPEDITORS INT'L OF WASHINGTON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24EXXON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25FEDEX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27HEWLETT-PACKARD COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29INTEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30IBM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31JP MORGAN CHASE
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34MEDTRONIC INC.
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37SAINT JUDE MEDICAL INC.
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39MCDONALDS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41U S BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43UNITED TECHNOLOGIES CORP
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber07
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0PROVIDING LOANS FOR EDUCATIONAL PURPOSES.
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IRS990PF/SummaryOfDirectCharitableActy/Description10CONTRIBUTION TO HOSPITAL
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IRS990PF/SumOfProgramRelatedInvestments/Amount10840825
IRS990PF/SumOfProgramRelatedInvestments/Description10STUDENT LOANS
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATION FORM AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0RESIDENTS OF SHELBY COUNTY OR GRADUATES OF SHELBY COUNTY HIGH SCHOOLS. PROCEEDS MUST BE USED FOR EDUCATIONAL PURPOSES.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0MARCH 31ST

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.77$0.04$9.73$0.57$0.20$0.37
2023Detailed filing. Detailed filing data is available for this year.$9.41$0.05$9.36$0.62$0.19$0.44
2022Detailed filing. Detailed filing data is available for this year.$8.97$0.05$8.92$0.17$0.20$0.02
2021Detailed filing. Detailed filing data is available for this year.$8.99$0.03$8.95$0.61$0.17$0.44
2020Detailed filing. Detailed filing data is available for this year.$8.55$0.04$8.51$0.25$0.16$0.09
2019Detailed filing. Detailed filing data is available for this year.$8.46$0.04$8.42$0.34$0.17$0.17
2018Detailed filing. Detailed filing data is available for this year.$8.31$0.05$8.26$0.27$0.18$0.09
2017Detailed filing. Detailed filing data is available for this year.$8.22$0.05$8.17$0.21$0.18$0.03
2016Detailed filing. Detailed filing data is available for this year.$8.20$0.05$8.15$1.07$0.16$0.90
2015Detailed filing. Detailed filing data is available for this year.$7.30$0.05$7.25$0.26$0.15$0.10
2014Detailed filing. Detailed filing data is available for this year.$7.21$0.06$7.15$0.88$0.18$0.70
2013Detailed filing. Detailed filing data is available for this year.$6.51$0.06$6.45$0.33$0.17$0.15
2012Detailed filing. Detailed filing data is available for this year.$6.34$0.05$6.29$0.17
2011Detailed filing. Detailed filing data is available for this year.$6.15$0.05$6.11$0.17
2010Detailed filing. Detailed filing data is available for this year.$6.08$0.04$6.04$0.18