Civic Intelligence

Albert E Defratis Charitable Remainder Trust

990PF • Fiscal year 2012 • EIN 37-6163832

Jan 01, 2012 to Dec 31, 2012

Milwaukee, WI
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

32nd percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

54th percentile

1.5%

Faster asset growth than 54% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

91st percentile

110%

Faster revenue growth than 91% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Assets

Up

$4,244,028

Up $61,233 (+1.5%) from 2011

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$414,767

Up $217,038 (+110%) from 2011

Expenses

Up

$352,228

Up $37,715 (+12%) from 2011

Net Income

Up

$62,539

Up $179,323 (+154%) from 2011

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,182,795Liabilities 2011: $02011Assets 2012: $4,244,028Liabilities 2012: $02012Assets 2013: $4,352,820Liabilities 2013: $1Net Assets 2013: $4,352,8202013Assets 2014: $4,317,581Liabilities 2014: $1Net Assets 2014: $4,317,5812014Assets 2015: $22,739Liabilities 2015: $0Net Assets 2015: $22,7392015

Highlighted filing

2012

Assets$4,244,028
Liabilities$0
Net Assets-

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $197,729Expenses 2011: $314,513Net Income 2011: -$116,7842011Revenue 2012: $414,767Expenses 2012: $352,228Net Income 2012: $62,5392012Revenue 2013: $479,726Expenses 2013: $370,283Net Income 2013: $109,4432013Revenue 2014: $330,433Expenses 2014: $360,416Net Income 2014: -$29,9832014Revenue 2015: $929,623Expenses 2015: $5,222,018Net Income 2015: -$4,292,3952015

Highlighted filing

2012

Revenue$414,767
Expenses$352,228
Net Income$62,539
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jan 1, 2012 to Dec 31, 2012

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