Civic Intelligence

Transformation Trust Inc.

990PF • Fiscal year 2014 • EIN 35-2024586

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization Profile
PO Box 80007Indianapolis, IN 46280

(317) 580-2002

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

12th percentile

0.00x

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

16th percentile

-8.7%

Higher net margin than 16% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$75,000

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

27th percentile

-0.7%

Faster asset growth than 27% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

88th percentile

55%

Faster revenue growth than 88% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$29,319,499

Down $207,086 (-0.7%) from 2013

Net Assets

Down

$29,319,499

Down $203,309 (-0.7%) from 2013

Liabilities

Down

$0

Down $3,777 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin16th percentile

Revenue

Up

$1,383,420

Up $489,036 (+55%) from 2013

Expenses

Down

$1,503,174

Down $319,494 (-18%) from 2013

Net Income

Up

-$119,754

Up $808,530 (+87%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$40M$30M$20M$10M$0Assets 2010: $27,818,898Liabilities 2010: $0Net Assets 2010: $27,818,8982010Assets 2011: $31,798,521Liabilities 2011: $0Net Assets 2011: $31,798,5212011Assets 2012: $31,062,578Liabilities 2012: $0Net Assets 2012: $31,062,5782012Assets 2013: $29,526,585Liabilities 2013: $3,777Net Assets 2013: $29,522,8082013Assets 2014: $29,319,499Liabilities 2014: $0Net Assets 2014: $29,319,4992014Assets 2015: $28,270,066Liabilities 2015: $0Net Assets 2015: $28,270,0662015Assets 2016: $27,406,930Liabilities 2016: $0Net Assets 2016: $27,406,9302016Assets 2017: $26,646,724Liabilities 2017: $0Net Assets 2017: $26,646,7242017Assets 2019: $25,079,739Liabilities 2019: $0Net Assets 2019: $25,079,7392019Assets 2020: $23,459,956Liabilities 2020: $0Net Assets 2020: $23,459,9562020Assets 2021: $23,182,828Liabilities 2021: $0Net Assets 2021: $23,182,8282021Assets 2022: $22,818,280Liabilities 2022: $0Net Assets 2022: $22,818,2802022Assets 2023: $22,279,129Liabilities 2023: $0Net Assets 2023: $22,279,1292023Assets 2024: $21,856,502Liabilities 2024: $0Net Assets 2024: $21,856,5022024

Highlighted filing

2014

Assets$29,319,499
Liabilities$0
Net Assets$29,319,499
Open 2014 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $893,3682010Expenses 2011: $1,763,8882011Expenses 2012: $1,801,3352012Revenue 2013: $894,384Expenses 2013: $1,822,668Net Income 2013: -$928,2842013Revenue 2014: $1,383,420Expenses 2014: $1,503,174Net Income 2014: -$119,7542014Revenue 2015: $680,303Expenses 2015: $1,747,262Net Income 2015: -$1,066,9592015Revenue 2016: $818,691Expenses 2016: $1,689,101Net Income 2016: -$870,4102016Revenue 2017: $1,102,485Expenses 2017: $1,776,885Net Income 2017: -$674,4002017Revenue 2019: $658,188Expenses 2019: $1,745,729Net Income 2019: -$1,087,5412019Revenue 2020: $600,285Expenses 2020: $2,203,719Net Income 2020: -$1,603,4342020Revenue 2021: $1,253,752Expenses 2021: $1,526,311Net Income 2021: -$272,5592021Revenue 2022: $806,450Expenses 2022: $1,171,055Net Income 2022: -$364,6052022Revenue 2023: $986,459Expenses 2023: $1,525,297Net Income 2023: -$538,8382023Revenue 2024: $1,126,317Expenses 2024: $1,520,925Net Income 2024: -$394,6082024

Highlighted filing

2014

Revenue$1,383,420
Expenses$1,503,174
Net Income-$119,754
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA KLINKBoard MemberPT$75,000-$75,000
ELIZABETH HAMILTONBoard MemberPT$22,000-$22,000
PATSY HEARDBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Transformation Trust Inc
EIN
35-2024586
Phone
3175802002
Address
PO BOX 80007, INDIANAPOLIS, IN 46280

Signing Officer

Name
Sheila Klink
Title
Officer
Phone
3176843150
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Mark N Bernstein
Phone
3175802000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DISCOVERY COMMUNICATIONS INC (DISCA)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HELLENIC EXCHANGES S.A. HOLDING EUR0.79(CR) (HEHSF )
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41IAC/INTERACTIVECRP COM (IACI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ICAHN ENTERPRISES LP DESPOSTITARY UNIT (IEP )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES TR RUSSELL 1000 VALUE INDEX FD (IWD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44IVA WORLDWIDE FUND CL I (IVWIX )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45JARDEN CORP COM (JAH )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46JENSEN PORTFOLIO CLASS I (JENIX )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JPMORGAN CHASE & CO ALERIAN MLP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JPMORGAN CORE BOND SELECT SHARES (WOBDX)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50LEUCADIA NATL CORP (LUK )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LIBERTY BROADBANK CORP COM CLA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LIBERTY INTERACTIVE CORP INTERACTIVE COM SERA (LINTA )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LIBERTY INTERACTIVE CORP LIBERTY VENTURES COM USD0.01 CL A (LVNTA )
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LIBERTY TRIPADVISOR HLDGS INC COM SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LIMITED BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LANDS END INC COM USD0.01 (LE)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MARKET VECTORS ETF TR GAMING ETF (BJK )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MATTHEWS ASIAN GROWTH & INCOME FUND (MACSX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MCEWEN MINING INC COM USD0.10 (MUX )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MERIDIAN GROWTH FUND (MERDX )
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ONEX CORP SUB.VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ORCHARD SUPPLY HARDWARE STORES CORP COM USD0.001 CL A (OSH )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ORCHARD SUPPLY HARDWARE STORES CORP PFD SERA (OSHSP )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70OSAKA SECURITIES EXCHANGE CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PAR PETE CORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PARAMETRIC TAX MGD EMERGING MKTS INST (EITEX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PAX WORLD BALANCED INDIVIDUAL INV (PAXWX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PAX WORLD GLOBAL GREEN FUND (PGINX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PIMCO EMERGING LOCAL BOND FD INST CL (PELBX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PIMCO SHORT TERM INSTITUTIONAL (PTSHX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PIMCO TOTAL RETURN INSTL (PTTRX )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PLATFORM SPECIALTY PRODS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79RESTAURANT BRANDS INTL LTD PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80RESTAURANT BRANDS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ROUSE PROPERTIES INC COM USD0.01 (RSE )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82RS GLOBAL NATURAL RESOURCES FUND CL Y (RSNYX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SCRIPPS E W CO OHIO CL A NEW (SSP )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SEARS CANADA INC COM NPV (SEARF )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SEARS HLDGS CORP (SHLD )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SEARS HOMETOWN & OUTLET STORES INC COM (SHOS )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SUNTRUST BK ATLANTA GA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SILVER WHEATON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89STARZ COM SER A ISIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES (TPL )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TIME INC NEW COM ISIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92TIME WARNER INC NEWCOM NEW (TWX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TOURMALINE OIL CORP COM NPV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TRI POINTE HOMES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TRIBUNE MEDIA CO CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TWEEDY BROWNE GLOBAL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97URBANA CORP COM CL A NON-VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VANGUARD 500 INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VIACOM INC NEW CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VIASAT INC (VSAT )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WENDYS COMPANY (THE) COM USD0.10 (WEN )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WHITEBOX TACTICAL OPPORTUNITIES INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WPX ENERGY INC COM USD1 (WPX )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WYNN RESORTS LTD (WYNN )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105ASCENT CAP GROUP INC (ASCMA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106BURGER KING WORLDWIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107CRIMSON WINE GROUP (CWGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108DREAM UNLIMITED CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109E.I.I GLOBAL PROPERT (EIIGX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110FREEPORT MCMORAN COPPER & GOLD INC (FCSX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111SUSSER HOLDGS CORP (SUSS)
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01084994
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BLACKSTONE GROUP L P COM UNIT REPSTG LTD PARTNERSHIP INT (BX )
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BROOKFIELD PARTNERS (HELD BY FIDELITY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CAMBRIDGE VENTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FUTURE SELECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GENERAL GROWTH PPTYS INC NEW COM (GGP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ICAHN ENTERPRISES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8KKR AND CO (HELD BY FIDELITY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LIBERTY BROADBANK CORP PUR COM SER C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10MERRIWELL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11OAKTREE CAPITAL GROUP LLC - HELD IN FIDELITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ROUSE PPTYS INC COM (RSE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SEARS HLDGS CORP WTX EXP 12/15/2019
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4159472
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt618256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt713596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt80
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1018962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1250337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131463
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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,319,499
Liabilities
$0
Net assets
$29,319,499
Revenue
$1,383,420
Expenses
$1,503,174
Net income
-$119,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$1.13$1.52$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.00$22.3$0.99$1.53$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$0.00$22.8$0.81$1.17$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$0.00$23.2$1.25$1.53$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$0.00$23.5$0.60$2.20$1.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.00$25.1$0.66$1.75$1.09
2017Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$1.10$1.78$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$0.82$1.69$0.87
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$0.00$28.3$0.68$1.75$1.07
2014Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$1.38$1.50$0.12
2013Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$0.89$1.82$0.93
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$0.00$31.1$1.80
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.00$31.8$1.76
2010Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$0.89