Civic Intelligence

James K Morrill Scholarship Fund 2-5837

990PF • Fiscal year 2011 • EIN 36-7112892

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 24, 2012

Organization Profile
PO Box 363649501-3636
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

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,066,969

No earlier filing loaded for comparison.

Net Assets

$1,066,969

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$162,092

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $1,066,969Liabilities 2011: $0Net Assets 2011: $1,066,9692011Assets 2012: $1,091,131Liabilities 2012: $0Net Assets 2012: $1,091,1312012Assets 2013: $1,088,835Liabilities 2013: $0Net Assets 2013: $1,088,8352013Assets 2014: $1,118,113Liabilities 2014: $0Net Assets 2014: $1,118,1132014Assets 2015: $1,099,792Liabilities 2015: $0Net Assets 2015: $1,099,7922015Assets 2016: $1,018,624Liabilities 2016: $0Net Assets 2016: $1,018,6242016Assets 2017: $1,000,583Liabilities 2017: $0Net Assets 2017: $1,000,5832017Assets 2018: $986,559Liabilities 2018: $0Net Assets 2018: $986,5592018Assets 2019: $1,222,282Liabilities 2019: $0Net Assets 2019: $1,222,2822019Assets 2020: $1,146,790Liabilities 2020: $0Net Assets 2020: $1,146,7902020Assets 2021: $1,185,263Liabilities 2021: $0Net Assets 2021: $1,185,2632021Assets 2022: $1,121,136Liabilities 2022: $0Net Assets 2022: $1,121,1362022

Highlighted filing

2011

Assets$1,066,969
Liabilities$0
Net Assets$1,066,969
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $162,0922011Expenses 2012: $69,8932012Revenue 2013: $72,133Expenses 2013: $74,429Net Income 2013: -$2,2962013Revenue 2014: $113,312Expenses 2014: $84,034Net Income 2014: $29,2782014Revenue 2015: $56,890Expenses 2015: $75,211Net Income 2015: -$18,3212015Revenue 2016: -$3,459Expenses 2016: $77,711Net Income 2016: -$81,1702016Revenue 2017: $76,699Expenses 2017: $94,732Net Income 2017: -$18,0332017Revenue 2018: $47,509Expenses 2018: $61,531Net Income 2018: -$14,0222018Revenue 2019: $298,025Expenses 2019: $62,306Net Income 2019: $235,7192019Revenue 2020: $36,786Expenses 2020: $111,787Net Income 2020: -$75,0012020Revenue 2021: $119,192Expenses 2021: $80,939Net Income 2021: $38,2532021Revenue 2022: $28,403Expenses 2022: $92,373Net Income 2022: -$63,9702022

Highlighted filing

2011

Revenue-
Expenses$162,092
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 24, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOLYOKE HIGH SCHOOLSCHOLARSHIPS501 (C)(3)HOLYOKE, MA, US$102,356
Paid GrantBENTLEY COLLEGE &EDUCATIONAL501(C)(3)WALTHAM, MA, US$5,962
Paid GrantUNIV OF MASSACHUSETTSEDUCATIONAL/SCHOLARSHIP-BOSTON, MA, US$5,500
Paid GrantSMITH COLLEGEEDUCATION/SCHOLARSHIP501(C)(3)NORTHAMPTON, MA, US$5,454
Paid GrantUNIV OF MASSACHUSETTSSCHOLARSHIP/EDUCATIONAL501(C)(3)BOSTON, MA, US$5,454
Paid GrantEMERSON COLLEGEEDUCATIONAL/SCHOLARSHIP501(C)(3)BOSTON, MA, US$4,996
Paid GrantUNIV OF MASSACHUSETEDUCATIONAL/SCHOLARSHIP501(C)(3)AMHERST, MA, US$4,996
Paid GrantWESTFIELD STATE UNIVERSITYEDUCATIONAL/SCHOLARSHIP501(C)(3)WESTFIELD, MA, US$4,617
Paid GrantUNIVERSITY OF RHODE ISLANDEDICATIONAL/SCHOLARSHIP501(C)(3)BRISTOL, RI, US$4,617
Filing and Contact Details

Filer

EIN
36-7112892
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AppliedToPriorYearElection/Election0FIFTH THIRD BANK, AS TRUSTEE OF THE JAMES K MORRILL SCHOLARSHIP FUND HEREBY ELECTS TO APPLY ALL OF THE REMAINING QUALIFYING DISTRIBUTIONS TO YEARS BEFORE 2010.
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0870
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm053697
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0143952
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0143952
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm032450
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss032450
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-75934
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0376636
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss011
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss053697
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome070591
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm014805
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss014805
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0327
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0144387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm015567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0162092
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome086158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses086158
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm015567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss018140
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY01123377
IRS990PF/BalanceSheets/CapitalStockEOY01164983
IRS990PF/BalanceSheets/CashBOY01402
IRS990PF/BalanceSheets/CashEOY0184
IRS990PF/BalanceSheets/CashEOYFMV0184
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0129716
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0140792
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0167872
IRS990PF/BalanceSheets/InvestmentsOtherBOY0852116
IRS990PF/BalanceSheets/InvestmentsOtherEOY0840299
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0857452
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY01067
IRS990PF/BalanceSheets/OtherAssetsEOY02086
IRS990PF/BalanceSheets/RetainedEarningsBOY019526
IRS990PF/BalanceSheets/RetainedEarningsEOY0-98014
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0158602
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY083608
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV083608
IRS990PF/BalanceSheets/TotalAssetsBOY01142903
IRS990PF/BalanceSheets/TotalAssetsEOY01066969
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01109116
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01142903
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01066969
IRS990PF/BalanceSheets/TotalNetAssetsBOY01142903
IRS990PF/BalanceSheets/TotalNetAssetsEOY01066969
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome053697
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis040889
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13421
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21269
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis31975
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis435760
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5264
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis6154
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7186
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis8440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis91378
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis101622
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis111663
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis121936
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis134531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis145342
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1529847
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1633445
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis173993
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis189362
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1915890
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2011072
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2110987
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis222533
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis231035
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis24457
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis251271
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis261519
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis271179

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,066,969
Liabilities
$0
Net assets
$1,066,969
Revenue
-
Expenses
$162,092
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.03$0.09$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.12$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.11$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.30$0.06$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.08$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.11$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07$0.07$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.16