Civic Intelligence

Ernst Fam Scholarships Tr Ua 041490

990PF • Fiscal year 2011 • EIN 35-6566366

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

PO Box 9465144101
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.

2011 filings • <$500k 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

94th percentile

$4,470

Higher top officer pay than 94% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

40th percentile

-4.0%

Faster asset growth than 40% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$394,040

Down $16,534 (-4.0%) from 2010

Net Assets

Down

$394,040

Down $16,534 (-4.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$26,105

Up $12,094 (+86%) 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.

$600K$400K$200K$0Assets 2010: $410,574Liabilities 2010: $0Net Assets 2010: $410,5742010Assets 2011: $394,040Liabilities 2011: $0Net Assets 2011: $394,0402011Assets 2012: $387,787Liabilities 2012: $0Net Assets 2012: $387,7872012Assets 2013: $369,513Liabilities 2013: $0Net Assets 2013: $369,5132013Assets 2015: $380,352Liabilities 2015: $0Net Assets 2015: $380,3522015Assets 2016: $376,568Liabilities 2016: $0Net Assets 2016: $376,5682016Assets 2020: $418,947Liabilities 2020: $0Net Assets 2020: $418,9472020Assets 2021: $450,604Liabilities 2021: $0Net Assets 2021: $450,6042021Assets 2022: $446,797Liabilities 2022: $0Net Assets 2022: $446,7972022Assets 2023: $412,140Liabilities 2023: $0Net Assets 2023: $412,1402023Assets 2024: $405,248Liabilities 2024: $0Net Assets 2024: $405,2482024

Highlighted filing

2011

Assets$394,040
Liabilities$0
Net Assets$394,040

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $14,0112010Expenses 2011: $26,1052011Expenses 2012: $16,2552012Revenue 2013: $19,569Expenses 2013: $37,916Net Income 2013: -$18,3472013Revenue 2015: $17,990Expenses 2015: $12,481Net Income 2015: $5,5092015Revenue 2016: $10,773Expenses 2016: $14,557Net Income 2016: -$3,7842016Revenue 2020: $16,570Expenses 2020: $23,568Net Income 2020: -$6,9982020Revenue 2021: $57,711Expenses 2021: $28,271Net Income 2021: $29,4402021Revenue 2022: $24,647Expenses 2022: $28,976Net Income 2022: -$4,3292022Revenue 2023: -$15,306Expenses 2023: $21,196Net Income 2023: -$36,5022023Revenue 2024: $22,845Expenses 2024: $29,689Net Income 2024: -$6,8442024

Highlighted filing

2011

Revenue-
Expenses$26,105
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$4,470-$4,470
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHOLARSHIP RECIPIENTSCHOLARSHIPN/ACLEVELAND, OH, US$20,000
Filing and Contact Details

Filer

EIN
35-6566366
Raw XML Appendix327 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0PNC BANK, NA
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0700
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount08284
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01069
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0TAX REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount029
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount09382
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA09382
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0700
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01069
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps02235
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss08284
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-16723
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice05639
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0410574
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IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0152188
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IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0210255
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IRS990PF/BalanceSheets/InvestmentsOtherBOY010000
IRS990PF/BalanceSheets/InvestmentsOtherEOY010000
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV08374
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY038131
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV0371164
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0410574
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01069
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3850
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-11-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-11-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-11-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-11-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-06-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset026.192 HARBOR FD CAP APPRECIATION FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset178.37 HARBOR FD CAP APPRECIATION FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset214.037 HARBOR FD CAP APPRECIATION FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset327.108 HARBOR FD CAP APPRECIATION FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0178
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss260
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0178
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-16723
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0289
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0478
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0394329
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0410574
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted018857
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj018857
IRS990PF/DistributableAmount/DistributableAmountBeforeDed018857
IRS990PF/DistributableAmount/MinimumInvestmentReturn018927
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome070
IRS990PF/DistributableAmount/TotalTax070
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0119
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0119
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IRS990PF/FMVAssetsEOY0371164
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0384309
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0384309
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05765
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn018927
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0378544
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0384309
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation04470
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 94651
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.042947
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02162574699
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CLEVELAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0441014651
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
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IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0IN
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0true
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SCHOLARSHIP RECIPIENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20C/O PNC BANK NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CLEVELAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0441014651
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear020000
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear06412
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1017223
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted018857
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions023635
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY012445
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear017223
OtherDecreasesSchedule/OtherDecreases/Amount0289
OtherDecreasesSchedule/OtherDecreases/Description0ITEMS POSTED IN SUBSEQUENT YEAR FOR CURRENT YEAR
OtherExpensesSchedule/OtherExpenses/Description0MISC FOUNDATION EXPENSES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0700
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0700
OtherIncreasesSchedule/OtherIncreases/Amount0478
OtherIncreasesSchedule/OtherIncreases/Description0ITEMS POSTED IN CURR YR FOR PRIOR YR
TaxesSchedule/Taxes/Amount0160
TaxesSchedule/Taxes/Amount167
TaxesSchedule/Taxes/Amount28
TaxesSchedule/Taxes/Category0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome167
TaxesSchedule/Taxes/NetInvestmentIncome28
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0356566366
ReturnHeader/Filer/Name/BusinessNameLine10ERNSTERNST FAM SCH FD
ReturnHeader/Filer/NameControl0ERNS
ReturnHeader/Filer/Phone02162574699
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 94651
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044101
ReturnHeader/Officer/DateSigned02012-05-03
ReturnHeader/Officer/Name0JACKLYNN ANN BARRAS
ReturnHeader/Officer/Phone02162574699
ReturnHeader/Officer/Title0TAX DIRECTOR
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-04T08:25:47-06:00

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