Civic Intelligence

Helen S Casey Trust 06604908

990PF • Fiscal year 2012 • EIN 37-6333851

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

Organization Profile
PO Box 38763166
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M 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

87th percentile

$8,859

Higher top officer pay than 87% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

36th percentile

-2.0%

Faster asset growth than 36% of similar nonprofits.

2012 filings • $500k-$1M 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 / Assets35th percentile

Assets

Down

$642,608

Down $13,396 (-2.0%) from 2011

Net Assets

Down

$642,608

Down $13,396 (-2.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$80,042

Up $1,822 (+2.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $656,004Liabilities 2011: $0Net Assets 2011: $656,0042011Assets 2012: $642,608Liabilities 2012: $0Net Assets 2012: $642,6082012Assets 2013: $632,101Liabilities 2013: $1Net Assets 2013: $632,1012013Assets 2014: $760,732Liabilities 2014: $12014Assets 2015: $733,846Liabilities 2015: $1Net Assets 2015: $733,8462015Assets 2016: $655,833Liabilities 2016: $0Net Assets 2016: $655,8332016Assets 2018: $520,473Liabilities 2018: $0Net Assets 2018: $520,4732018Assets 2019: $1,556,723Liabilities 2019: $1Net Assets 2019: $1,556,7232019Assets 2020: $1,466,491Liabilities 2020: $1Net Assets 2020: $1,466,4912020Assets 2021: $1,469,105Liabilities 2021: $1Net Assets 2021: $1,469,1052021Assets 2022: $1,345,417Liabilities 2022: $1Net Assets 2022: $1,345,4172022Assets 2023: $1,286,363Liabilities 2023: $12023Assets 2024: $1,320,960Liabilities 2024: $0Net Assets 2024: $1,320,9602024

Highlighted filing

2012

Assets$642,608
Liabilities$0
Net Assets$642,608
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $78,2202011Expenses 2012: $80,0422012Revenue 2013: $68,383Expenses 2013: $78,832Net Income 2013: -$10,4492013Revenue 2014: $215,340Expenses 2014: $86,374Net Income 2014: $128,9662014Revenue 2015: $83,750Expenses 2015: $112,735Net Income 2015: -$28,9852015Revenue 2016: $58,846Expenses 2016: $137,029Net Income 2016: -$78,1832016Revenue 2018: $64,294Expenses 2018: $123,261Net Income 2018: -$58,9672018Revenue 2019: $1,171,291Expenses 2019: $135,046Net Income 2019: $1,036,2452019Revenue 2020: $34,833Expenses 2020: $124,939Net Income 2020: -$90,1062020Revenue 2021: $103,278Expenses 2021: $100,658Net Income 2021: $2,6202021Revenue 2022: -$12,584Expenses 2022: $110,545Net Income 2022: -$123,1292022Revenue 2023: $38,409Expenses 2023: $97,255Net Income 2023: -$58,8462023Revenue 2024: $131,344Expenses 2024: $96,681Net Income 2024: $34,6632024

Highlighted filing

2012

Revenue-
Expenses$80,042
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 12, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,859-$8,859
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHRINERS HOSPITALS FOR CHILDREN ATTN TRUST & INVESTMENT ACCTEXEMPT PURPOSEPUBLICTAMPA, FL, US$31,563
Paid GrantST JUDE CHILDREN'S HOSPITAL ESTATE COORDINATOREXEMPT PURPOSEPUBLICMEMPHIS, TN, US$31,563
Filing and Contact Details

Filer

EIN
37-6333851
Raw XML AppendixShowing 400 of 599 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302012-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0418.761 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1359.195 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26.035 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3298.864 LAUDUS INTL MARKETMASTERS FUND SEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4.537 LAUDUS INTL MARKETMASTERS FUND SEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5707.547 NUVEEN SMALL CAP INDEX FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6291.545 ABERDEEN FDS EMRGN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7150. IPATH GSCI TOTAL RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81.907 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset91240.452 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10155.461 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111349.775 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1246.32 NUVEEN MID CAP INDEX FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131146.902 NUVEEN MID CAP INDEX FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141023.668 T ROWE PRICE INTL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15221.342 T ROWE PRICE INTL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16133.601 ABERDEEN FDS EMRGN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1769.066 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1840.694 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1950.344 ROWE T PRICE MID-CAP GROWTH FD #64
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20126.422 ABERDEEN FDS EMRGN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2136.311 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22130.89 NUVEEN STRATEGIC INCOME I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23118.652 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset244.875 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset251.041 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2619.316 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27176.678 PIMCO TOTAL RETURN FUND INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2850. SPDR DJ WILSHIRE INTERNATIONAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2960.387 SCOUT INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3058.264 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0603
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss81
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-54
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-2
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-90
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses25-1
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice04975
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-13394
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases02
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0642610
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0656004
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0642608
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
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IRS990PF/ExemptPF0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$642,608
Liabilities
$0
Net assets
$642,608
Revenue
-
Expenses
$80,042
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.13$0.10$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$0.04$0.10$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.01$0.11$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.10$0.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.03$0.12$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$1.17$0.14$1.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.06$0.12$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.06$0.14$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.08$0.11$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.22$0.09$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.07$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $500k-$1M nonprofits