Civic Intelligence

Ione C Davis Trust

990PF • Fiscal year 2011 • EIN 35-6413272

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Regions Bank Trust Dept PO Box 288636652-2886
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

92nd percentile

$29,603

Higher top officer pay than 92% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

47th percentile

-0.3%

Faster asset growth than 47% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,977,749

Down $10,234 (-0.3%) from 2010

Net Assets

Down

$2,977,749

Down $10,234 (-0.3%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$178,759

Up $4,759 (+2.7%) 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.

$3.0M$2.0M$1.0M$0Assets 2010: $2,987,983Liabilities 2010: $0Net Assets 2010: $2,987,9832010Assets 2011: $2,977,749Liabilities 2011: $0Net Assets 2011: $2,977,7492011Assets 2020: $2,609,711Liabilities 2020: $0Net Assets 2020: $2,609,7112020Assets 2021: $2,789,721Liabilities 2021: $0Net Assets 2021: $2,789,7212021Assets 2022: $2,648,060Liabilities 2022: $0Net Assets 2022: $2,648,0602022Assets 2023: $2,646,938Liabilities 2023: $0Net Assets 2023: $2,646,9382023Assets 2024: $2,788,990Liabilities 2024: $0Net Assets 2024: $2,788,9902024

Highlighted filing

2011

Assets$2,977,749
Liabilities$0
Net Assets$2,977,749

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $174,0002010Expenses 2011: $178,7592011Revenue 2020: $155,958Expenses 2020: $221,216Net Income 2020: -$65,2582020Revenue 2021: $427,419Expenses 2021: $249,622Net Income 2021: $177,7972021Revenue 2022: $107,835Expenses 2022: $248,674Net Income 2022: -$140,8392022Revenue 2023: $214,743Expenses 2023: $214,550Net Income 2023: $1932023Revenue 2024: $357,314Expenses 2024: $215,171Net Income 2024: $142,1432024

Highlighted filing

2011

Revenue-
Expenses$178,759
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$29,603-$29,603
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPURDUE UNIVERSITYSCHOLARSHIPS IN HOME ECONOMICSPUBLICWEST LAFAYETTE, IN, US$59,045
Paid GrantAMERICAN RED CROSSGENERAL ASSISTANCEPUBLICWASHINGTON, DC, US$29,523
Paid GrantINDIANA UNIVERSITYSCHOLARSHIPS FOR MEDICAL SCHOOLPUBLICBLOOMINGTON, IN, US$29,523
Paid GrantSALVATION ARMYGENERAL ASSISTANCEPUBLICINDIANAPOLIS, IN, US$14,761
Paid GrantKAPPA KAPPA KAPPASCHOLARSHIPS FOR NURSES EDUCATIONPUBLICFRANKFORT, IN, US$14,761
Filing and Contact Details

Filer

EIN
35-6413272
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23MCGRAW HILL INC
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0175212
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0175212
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm086158
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps05921
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm023682
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss029603
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0147613
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0147613
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm082434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss089026
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-3547
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice03114263
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss028
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss086158
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0144267
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0671
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0743
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm024353
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0168620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0175212
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm024353
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss031146
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY02987983
IRS990PF/BalanceSheets/CapitalStockEOY02977749
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0942626
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0767676
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0778729
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0840525
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01595077
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IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0479333
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0485390
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0159102
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0135663
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV03018037
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY02987983
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome086158
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0207774
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis18992
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis23083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis38841
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis47596
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis55199
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis639743
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis73064
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis817364
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis936006
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis101078
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis116982
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis121214
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis134430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis149610
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis15952
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis167794
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis179693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis181006
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis191226
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis204196
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis214045

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