Civic Intelligence

Fites Family Charitable Trust

990PF • Fiscal year 2013 • EIN 37-1375732

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 27, 2014

Organization Profile
9943 Brassie Bend34108

(312) 342-0485

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.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

27th percentile

-1.5%

Faster asset growth than 27% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$10,955,138

Down $161,857 (-1.5%) from 2012

Net Assets

Down

$10,955,132

Down $161,857 (-1.5%) from 2012

Liabilities

Flat

$6

Flat from 2012

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin63rd percentile

Revenue

$879,376

No earlier filing loaded for comparison.

Expenses

Up

$785,010

Up $410,245 (+109%) from 2012

Net Income

$94,366

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2013

Assets$10,955,138
Liabilities$6
Net Assets$10,955,132
Open 2013 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

2013

Revenue$879,376
Expenses$785,010
Net Income$94,366
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 27, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald V FitesTrustee-$0--
Linda F ReedDir./Trustee-$0--
Joyce S HagenDir./Trustee-$0--
Filing and Contact Details

Filer

EIN
37-1375732
Phone
3123420485

Signing Officer

Name
Donald V Fites
Title
Trustee
Signed
2014-08-27
Discuss with paid preparer
Yes

Preparer

Preparer
Melissa A Walsh
Phone
6305715252
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9235 Exxon Mobil shares from 12/31/05
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105235 Exxon Mobil shares from 12/13/07
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136000 Oshkosh shares from 12/13/07
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Chevron
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Danaher
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Disney
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Emerson
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20IBM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JP Morgan
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39American Express
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42General Electric
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MFB Northern Emerging Markets
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Nike Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Oracle
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Altria Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Automatic Data
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Blackrock Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Bristol Myers
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Costco Wholesale
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Exxon Mobil
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Genuine Parts Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Glazxosmithline
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Health Care REIT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63McDonald's
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0191030
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0203658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt290395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt351089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4189020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5149716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt690273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7171633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt874678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt986389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1074448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11102369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1223441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1324278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1428675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1512308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1673748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1772245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1890435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1930025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2050548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2185325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2274020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Artisan Small Cap Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Dodge and Cox Stock Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Metropolitan West High Yield Bond
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Morgan Stanley Inst. US Real Estate
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PIMCO Commodity Real Return
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PIMCO Foreign Bond Hedged

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,955,138
Liabilities
$6
Net assets
$10,955,132
Revenue
$879,376
Expenses
$785,010
Net income
$94,366
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