Civic Intelligence

Fites Family Charitable Trust

990PF • Fiscal year 2012 • EIN 37-1375732

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 12, 2013

Organization Profile
9943 Brassie Bend34108
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

48th percentile

1.5%

Faster asset growth than 48% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$11,116,995

Up $168,254 (+1.5%) from 2011

Net Assets

Up

$11,116,989

Up $168,625 (+1.5%) from 2011

Liabilities

Down

$6

Down $371 (-98%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$374,765

Down $117,229 (-24%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$15M$10M$5.0M$0Assets 2010: $10,335,829Liabilities 2010: $5,503Net Assets 2010: $10,330,3262010Assets 2011: $10,948,741Liabilities 2011: $377Net Assets 2011: $10,948,3642011Assets 2012: $11,116,995Liabilities 2012: $6Net Assets 2012: $11,116,9892012Assets 2013: $10,955,138Liabilities 2013: $6Net Assets 2013: $10,955,1322013Assets 2014: $11,209,890Liabilities 2014: $6Net Assets 2014: $11,209,8842014Assets 2015: $11,088,275Liabilities 2015: $0Net Assets 2015: $11,088,2752015Assets 2016: $11,009,104Liabilities 2016: $0Net Assets 2016: $11,009,1042016Assets 2017: $11,133,280Liabilities 2017: $0Net Assets 2017: $11,133,2802017Assets 2018: $11,002,158Liabilities 2018: $0Net Assets 2018: $11,002,1582018Assets 2019: $10,949,677Liabilities 2019: $0Net Assets 2019: $10,949,6772019Assets 2020: $10,325,067Liabilities 2020: $0Net Assets 2020: $10,325,0672020Assets 2021: $10,667,539Liabilities 2021: $0Net Assets 2021: $10,667,5392021Assets 2022: $10,451,774Liabilities 2022: $0Net Assets 2022: $10,451,7742022Assets 2023: $10,758,146Liabilities 2023: $0Net Assets 2023: $10,758,1462023Assets 2024: $14,479,432Liabilities 2024: $0Net Assets 2024: $14,479,4322024

Highlighted filing

2012

Assets$11,116,995
Liabilities$6
Net Assets$11,116,989
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $531,6432010Expenses 2011: $491,9942011Expenses 2012: $374,7652012Revenue 2013: $879,376Expenses 2013: $785,010Net Income 2013: $94,3662013Revenue 2014: $1,089,241Expenses 2014: $544,530Net Income 2014: $544,7112014Revenue 2015: $464,748Expenses 2015: $587,035Net Income 2015: -$122,2872015Revenue 2016: $1,208,801Expenses 2016: $1,288,260Net Income 2016: -$79,4592016Revenue 2017: $875,348Expenses 2017: $749,528Net Income 2017: $125,8202017Revenue 2018: $1,315,699Expenses 2018: $1,417,244Net Income 2018: -$101,5452018Revenue 2019: $809,556Expenses 2019: $859,191Net Income 2019: -$49,6352019Revenue 2020: $306,144Expenses 2020: $934,369Net Income 2020: -$628,2252020Revenue 2021: $1,763,290Expenses 2021: $1,407,946Net Income 2021: $355,3442021Revenue 2022: $461,980Expenses 2022: $660,732Net Income 2022: -$198,7522022Revenue 2023: $807,398Expenses 2023: $496,828Net Income 2023: $310,5702023Revenue 2024: $4,512,747Expenses 2024: $791,461Net Income 2024: $3,721,2862024

Highlighted filing

2012

Revenue-
Expenses$374,765
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 12, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joyce S HagenDir./Trustee-$0--
Linda F ReedDir./Trustee-$0--
Donald V FitesTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCarnegie EndowmentFurther its exempt purposeN/AWashington, DC, US$50,000
Paid GrantPhi Kappa Psi FoundationFurther its exempt purposeN/AIndianapolis, IN, US$50,000
Paid GrantPeoria Riverfront MuseumFurther its exempt purposeN/APeoria, IL, US$30,000
Paid GrantValparaiso UniversityFurther its exempt purposeN/AValparaiso, IN, US$21,000
Paid GrantAmerican Leadership AcademyFurther its exempt purposeN/ASpanish Fork, UT, US$13,000
Paid GrantImmokalee FoundationFurther its exempt purposeN/ANaples, FL, US$12,708
Paid Grant-Further its exempt purposeN/APeoria, IL, US$10,000
Paid GrantBellarmine UniversityFurther its exempt purposeN/ALouisville, KY, US$10,000
Paid GrantDayton Childrens Medical CenterFurther its exempt purposeN/ADayton, OH, US$10,000
Paid GrantCenter for Prevention of AbuseFurther its exempt purposeN/APeoria, IL, US$10,000
Paid GrantNotre Dame FoundationFurther its exempt purposeN/ANotre Dame, IN, US$6,000
Paid GrantHeifer International ProjectFurther its exempt purposeN/ALittle Rock, AR, US$5,000
Paid GrantFamily HouseFurther its exempt purposeN/APeoria, IL, US$5,000
Paid GrantFirst United Methodist ChurchFurther its exempt purposeN/AChicago, IL, US$5,000
Paid GrantDayton Art InstitueFurther its exempt purposeN/ADayton, OH, US$5,000
Paid GrantSalvation ArmyFurther its exempt purposeN/ADes Plaines, IL, US$5,000
Paid GrantNaples Childrens Education FundFurther its exempt purposeN/ANaples, FL, US$5,000
Paid GrantEaster SealsFurther its exempt purposeN/AChicago, IL, US$5,000
Paid GrantSt Pauls ChurchFurther its exempt purposeN/ADayton, OH, US$5,000
Paid GrantThe Culver FundFurther its exempt purposeN/ACulver, IN, US$4,000
Paid Grant-Further its exempt purposeN/ADayton, OH, US$1,000
Paid GrantMayo Clinic FoundationFurther its exempt purposeN/AJacksonville, FL, US$1,000
Paid GrantMarshall County Humane SocietyFurther its exempt purposeN/APlymouth, IN, US$500
Paid GrantAmerican Heart AssociationFurther its exempt purposeN/ADallas, TX, US$500
Filing and Contact Details

Filer

EIN
37-1375732
Raw XML AppendixShowing 400 of 1,010 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.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18VF Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19Vermillion Energy
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20Verizon Comm
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21US Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22Southern Co.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23Simon Property
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24RPM Int'l
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25Realty Income Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26Qualcomm Inc.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27Precision Castparts
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28Phillip Morris Int'l
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29Oneok Inc.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30Novartis AG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31Norfolk Southn
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32Noble Energy
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33Nextera Energy
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34National Retail Prop
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35Merc & Co.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36McDonald's
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37Mattel Inc.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38Kinder Morgan
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39Kimberly Clark Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40Health Care REIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41HCP Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42Glazxosmithline
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43Genuine Parts Co
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44Exxon Mobil
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45Du Pont
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46Dominion Res
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47Digital Realty Tr
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48Crescent Point Energy
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49Covidien Plc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50Costco Wholesale
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51Coca Cola Co.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52Citrix Sys Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53Canadian Imperial BK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54Bristol Myers
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55Blackrock Inc.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56BCE Inc.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57Bank N S Halifax
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58Automatic Data
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59AT&T
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60Altria Group
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock614979 Caterpillar Shares 12/21/11
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62Unitedhealth Group
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63Oracle
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64Omnicom Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65Nike Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66MFB Northern Emerging Markets
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67HJ Heinz
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68General Electric
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69Franklin Res Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70EMC Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71American Express
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock725133 Caterpillar Shares11/5/10
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock733469 Caterpillar Shares 12/1/09
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock742781 Caterpillar Shares 12/1/09
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75MFO PIMCO Commodity
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76MFC SPDR Gold Trust
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77MFB Northern Global Real Estate
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78Wells Fargo
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79United Tech
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80Spectra
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81Schlumberger
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82Proctor and Gamble
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83Praxair
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84National Oilwell Varco
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85MFC Midcap SPDR SP 400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86MFC iShares EAFE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87MFB Northern Multi Manager Emerging
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88MFB Northern Small Cap Index
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89MFB Northern Multi Manager International
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90MFB Northern Small Cap
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91JP Morgan
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92Johnson Controls
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93Johnson and Johnson
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94Intel
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95IBM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96Google
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97Emerson
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98Disney
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99Danaher
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100Chevron
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101BHP Billiton
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102Apple
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103Abbott Labs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1046000 Oshkosh shares from 12/13/07
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1055000 AK Steel shares from 12/13/07
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1067500 Exxon Mobil shares from 11/21/08
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1075235 Exxon Mobil shares from 12/13/07
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1085235 Exxon Mobil shares from 12/31/05
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109368 Caterpillar shares from 12/8/04
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11012000 Caterpillar shares from 11/3/03
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11112000 Caterpillar shares from 12/11/06
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1128000 Caterpillar shares from 11/3/03
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1139470 Caterpillar shares from 10/6/03
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1144428 Caterpillar Shares from 7/24/03
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11510072 Caterpillar shares from 6/17/03
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1163918 Caterpillar shares from 12/28/01
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock117742 Caterpillar shares from 12/10/01
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0136954
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0162721
InvestmentsOtherSchedule2/InvestmentsOther/BookValue085325
InvestmentsOtherSchedule2/InvestmentsOther/BookValue142044
InvestmentsOtherSchedule2/InvestmentsOther/BookValue276725
InvestmentsOtherSchedule2/InvestmentsOther/BookValue330025
InvestmentsOtherSchedule2/InvestmentsOther/BookValue4111025
InvestmentsOtherSchedule2/InvestmentsOther/BookValue547025
InvestmentsOtherSchedule2/InvestmentsOther/BookValue642175
InvestmentsOtherSchedule2/InvestmentsOther/BookValue713248
InvestmentsOtherSchedule2/InvestmentsOther/BookValue828675
InvestmentsOtherSchedule2/InvestmentsOther/BookValue928546
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1027558
InvestmentsOtherSchedule2/InvestmentsOther/BookValue11116003
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1254225
InvestmentsOtherSchedule2/InvestmentsOther/BookValue13125867

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,116,995
Liabilities
$6
Net assets
$11,116,989
Revenue
-
Expenses
$374,765
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$4.51$0.79$3.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.81$0.50$0.31
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.46$0.66$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$1.76$1.41$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.31$0.93$0.63
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.81$0.86$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$1.32$1.42$0.10
2017Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.88$0.75$0.13
2016Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.21$1.29$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$0.46$0.59$0.12
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.09$0.54$0.54
2013Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.88$0.79$0.09
2012Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.37
2011Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.49
2010Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.3$0.53