Civic Intelligence

Ruth M Shoemaker Charitable Trust Monroe Bank & Trust Trustee

990PF • Fiscal year 2012 • EIN 38-3439276

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 28, 2013

Organization Profile
102 East Front Street48161
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

94th percentile

$4,188

Higher top officer pay than 94% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2012 filings • <$500k 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 / Assets58th percentile

Assets

Down

$369,451

Down $50,430 (-12%) from 2011

Net Assets

$369,451

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$83,362

Up $1,301 (+1.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$600K$400K$200K$0Assets 2010: $475,498Liabilities 2010: $0Net Assets 2010: $475,4982010Assets 2011: $419,881Liabilities 2011: $12011Assets 2012: $369,451Liabilities 2012: $0Net Assets 2012: $369,4512012Assets 2013: $294,358Liabilities 2013: $1Net Assets 2013: $294,3582013Assets 2014: $232,914Liabilities 2014: $12014Assets 2015: $178,718Liabilities 2015: $1Net Assets 2015: $178,7182015Assets 2016: $119,596Liabilities 2016: $0Net Assets 2016: $119,5962016Assets 2017: $60,076Liabilities 2017: $0Net Assets 2017: $60,0762017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2012

Assets$369,451
Liabilities$0
Net Assets$369,451
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $85,8782010Revenue 2011: $26,444Expenses 2011: $82,061Net Income 2011: -$55,6172011Expenses 2012: $83,3622012Revenue 2013: $19,739Expenses 2013: $94,832Net Income 2013: -$75,0932013Revenue 2014: $34,369Expenses 2014: $95,813Net Income 2014: -$61,4442014Revenue 2015: $21,571Expenses 2015: $75,767Net Income 2015: -$54,1962015Revenue 2016: $9,994Expenses 2016: $69,116Net Income 2016: -$59,1222016Revenue 2017: $12,859Expenses 2017: $72,379Net Income 2017: -$59,5202017Revenue 2018: $9,037Expenses 2018: $69,113Net Income 2018: -$60,0762018

Highlighted filing

2012

Revenue-
Expenses$83,362
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 28, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,188-$4,188
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-RELIGIOUSPUBLICST LOUIS, MO, US$23,197
Paid Grant-RELIGIOUSPUBLICMONROE, MI, US$7,732
Paid Grant-RELIGIOUSPUBLICMONROE, MI, US$6,186
Paid Grant-HEALTH & WELFAREPUBLICLAPEER, MI, US$3,866
Paid Grant-HEALTH & WELFAREPUBLICMONROE, MI, US$3,866
Paid Grant-RELIGIOUS EDUCATIONPUBLICST LOUIS, MO, US$3,866
Paid Grant-RELIGIOUS EDUCATIONPUBLICANN ARBOR, MI, US$3,866
Paid Grant-RELIGIOUSPUBLICMONROE, MI, US$3,093
Paid Grant-RELIGIOUSPUBLICGRAWN, MI, US$3,093
Paid Grant-HUMAN SERVICESPUBLICBAY CITY, MI, US$1,547
Paid Grant-RELIGIOUSPUBLICNEW YORK, NY, US$1,547
Paid Grant-HEALTH & EDUCATIONPUBLICDETROIT, MI, US$1,547
Paid Grant-RELIGIOUSPUBLICST LOUIS, MO, US$1,547
Paid Grant-HISTORIC PRESERVATIONPUBLICMONROE, MI, US$1,547
Paid Grant-CIVIC & RELIGIOUSPUBLICMONROE, MI, US$1,547
Paid Grant-HUMAN SERVICESPUBLICMONROE, MI, US$1,546
Paid Grant-HEALTH & WELFAREPUBLICFRANKENMUTH, MI, US$1,546
Paid Grant-RELIGIONSPUBLICST LOUIS, MO, US$1,546
Paid Grant-RELIGIOUS EDUCATIONPUBLICVALPARAISO, IN, US$1,546
Paid Grant-RELIGIOUSPUBLICST LOUIS, MO, US$1,546
Paid Grant-RELIGIOUSPUBLICORLANDO, FL, US$1,546
Filing and Contact Details

Filer

EIN
38-3439276
Raw XML AppendixShowing 400 of 984 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/DateAcquired332012-01-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342009-10-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired362009-10-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired372012-01-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired382008-02-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired392006-10-12
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412011-02-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired472007-12-07
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired512009-10-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired522008-06-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired592008-07-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592012-03-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold602012-01-11
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111050.775 SH PIMCO TOTAL RETURN FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13650.467 SH BLACKROCK HIGH YIELD BOND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141178.0280 SH BLACKROCK HIGH YIELD BO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15371.861 SH PIMCO TOTAL RETURN FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25120.181 SH PERRITT MICRO CAP OPPORTU
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2728.83 SH ROYCE PENNSYLVANIA MUTUAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28348.341 SH VANGUARD VALUE INDEX SIGN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29217.579 SH PIMCO COMMODITY REAL RETU
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3021.165 SH EATON VANCE PARAMETRIC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31226.838 SH ROYCE PENNSYLVANIA MUTUAL
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset331019.422 SH PIMCO COMMODITY RETURN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3452.599 SH EATON VANCE PARAMETRIC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset356.45 SH ROYCE PENNSYLVANIA MUTUAL FU
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36312.051 SH VANGUARD VALUE INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37111.111 SH RIDGEWORTH SEIX FLATING R
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3854.916 EATON VANCE TAX MNG EMERGING
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39498.647 SH ROYCE PENNSYLVANIA MUT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40127.224 SH VANGUARD GROWTH INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41119.503 TFS MARKET NEUTRAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42262.25 SH EATON VANCE TAX MNG EMERGI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4348.1 SH ROYCE PENNSYLVANIA MUTUAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset44421.987 SH VANGUARD GROWTH INDEX
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4798.621 SH ROYCE PENNSYLVANIA MUTUAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset48116.79 SH WELLS FARGO PREC METALS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset491471.612 SH VANGUARD TOTAL BOND MARK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset50309.729 FIDELITY ADVISORY EMERGING
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51178.236 SH ROYCE PENNSYLVANIA MUTUAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52109.431 SH WELLS FARGO ADVANTAGE INT
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21817
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-245
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5177
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6328
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7672
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss81150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-3
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10177
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11672
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12172
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-189
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1519
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17210
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19-45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20857
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21164
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss229

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$369,451
Liabilities
$0
Net assets
$369,451
Revenue
-
Expenses
$83,362
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.69$0.60
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.13$0.72$0.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.10$0.69$0.59
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.22$0.76$0.54
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$0.34$0.96$0.61
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.94$0.00$2.94$0.20$0.95$0.75
2012Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.83
2011Summary only. Only limited summary data is available for this year.$4.20$0.00$0.26$0.82$0.56
2010Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.86
Peer Organizations

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