Civic Intelligence

Trust UW William Gilbert

990 • Fiscal year 2012 • EIN 38-6051720

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 23, 2013

Organization ProfileN/A
PO Box 363649501-3636
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

43rd percentile

-1.7%

Faster asset growth than 43% of similar nonprofits.

2012 filings • 501(c)3 • <$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 / Assets53rd percentile

Assets

Down

$246,420

Down $4,246 (-1.7%) from 2011

Net Assets

Down

$246,420

Down $4,246 (-1.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$18,208

Down $22 (-0.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2010: $253,039Liabilities 2010: $0Net Assets 2010: $253,0392010Assets 2011: $250,666Liabilities 2011: $0Net Assets 2011: $250,6662011Assets 2012: $246,420Liabilities 2012: $0Net Assets 2012: $246,4202012Assets 2014: $249,893Liabilities 2014: $0Net Assets 2014: $249,8932014Assets 2015: $241,246Liabilities 2015: $0Net Assets 2015: $241,2462015Assets 2016: $246,489Liabilities 2016: $0Net Assets 2016: $246,4892016Assets 2018: $237,111Liabilities 2018: $0Net Assets 2018: $237,1112018Assets 2019: $236,499Liabilities 2019: $0Net Assets 2019: $236,4992019Assets 2020: $229,166Liabilities 2020: $0Net Assets 2020: $229,1662020Assets 2021: $235,220Liabilities 2021: $0Net Assets 2021: $235,2202021Assets 2022: $224,156Liabilities 2022: $0Net Assets 2022: $224,1562022Assets 2023: $219,894Liabilities 2023: $0Net Assets 2023: $219,8942023

Highlighted filing

2012

Assets$246,420
Liabilities$0
Net Assets$246,420
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $17,4602010Expenses 2011: $18,2302011Expenses 2012: $18,2082012Revenue 2014: $21,179Expenses 2014: $18,202Net Income 2014: $2,9772014Revenue 2015: $11,627Expenses 2015: $20,274Net Income 2015: -$8,6472015Revenue 2016: $23,263Expenses 2016: $18,025Net Income 2016: $5,2382016Revenue 2018: $16,174Expenses 2018: $33,244Net Income 2018: -$17,0702018Revenue 2019: $6,534Expenses 2019: $33,863Net Income 2019: -$27,3292019Revenue 2020: $11,216Expenses 2020: $18,447Net Income 2020: -$7,2312020Revenue 2021: $24,303Expenses 2021: $18,300Net Income 2021: $6,0032021Revenue 2022: $8,551Expenses 2022: $19,581Net Income 2022: -$11,0302022Revenue 2023: $13,622Expenses 2023: $17,848Net Income 2023: -$4,2262023

Highlighted filing

2012

Revenue-
Expenses$18,208
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 23, 2013
Return Version
2012v2.1
Gross Receipts
$146,125
Mission and Program Overview

Mission

Trust assets are invested to provide income to be distributed to the named beneficiary pursuant to the governing instrument.

Filing and Contact Details

Filer

EIN
38-6051720
Raw XML Appendix251 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.

Path#Value
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IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE NAMED BENEFICIARY PURSUANT TO THE GOVERNING INSTRUMENT.
IRS990/AddressPrincipalOfficerUS/AddressLine1038 FOUNTAIN SQUARE PLAZA
IRS990/AddressPrincipalOfficerUS/City0CINCINNATI
IRS990/AddressPrincipalOfficerUS/State0OH
IRS990/AddressPrincipalOfficerUS/ZIPCode045263
IRS990/AllOtherExpenses/ManagementAndGeneral064
IRS990/AllOtherExpenses/Total064
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY0248236
IRS990/CapStckTrstPrinCurrentFunds/EOY0246421
IRS990/CashNonInterestBearing/BOY02
IRS990/CashNonInterestBearing/EOY01
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral03600
IRS990/CompCurrentOfficersDirectors/Total03600
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0DISTRIBUTIONS TO THE NAMED ORGANIZATION AS DIRECTED BY THE GOVERNING DOCUMENT.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/ExcessBenefitTransaction0false
IRS990/Expense013884
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral0660
IRS990/FeesForServicesAccounting/Total0660
IRS990/FiledLieu10410true
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek0100
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine10FIFTH THIRD BANK
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization03600
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities07367
IRS990/Gaming0false
IRS990/Grants013884
IRS990/GrantsAndSimilarAmntsCY013884
IRS990/GrantsAndSimilarAmntsPriorYear013884
IRS990/GrantsToDomesticOrgs/ProgramServices013884
IRS990/GrantsToDomesticOrgs/Total013884
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0139530
IRS990/GrossReceipts0146125
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InvestmentIncomeCurrentYear013962
IRS990/InvestmentIncomePriorYear015857
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome06595
IRS990/InvestmentIncome/TotalRevenueColumn06595
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0242898
IRS990/InvestmentsPubTradedSecurities/EOY0232571
IRS990/LessCostOthBasisSalesExpenses/Securities0132163
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE NAMED BENEFICIARY PURSUANT TO THE GOVERNING INSTRUMENT.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerBusiness/BusinessNameLine10FIFTH THIRD BANK
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0250666
IRS990/NetAssetsOrFundBalancesEOY0246420
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome07367
IRS990/NetGainOrLossInvestments/TotalRevenueColumn07367
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization4947a10X
IRS990/OtherExpensePriorYear0744
IRS990/OtherExpensesCurrentYear0724
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses0-4246
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY02430
IRS990/RetainedEarningsEndowmentEtc/EOY0-1
IRS990/RevenuesLessExpensesCY0-4246
IRS990/RevenuesLessExpensesPriorYear0-2373
IRS990/SalariesEtcCurrentYear03600
IRS990/SalariesEtcPriorYear03602
IRS990/SavingsAndTempCashInvestments/BOY07766
IRS990/SavingsAndTempCashInvestments/EOY013848
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts013884
IRS990ScheduleA/SupportedOrgInformation/Amount013884
IRS990ScheduleA/SupportedOrgInformation/EIN0382752328
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10SPECTRUM HEALTH
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0509(A)(1)
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired0false
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0GRANTS ARE MADE TO ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT TO BE USED FOR THE PURPOSES AND PROGRAMS ESTABLISHED BY THE TRUST INSTRUMENT. NO UNSOLICITED REQUESTS FOR FUNDS ARE ACCEPTED.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0910
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10100 MICHIGAN NE
IRS990ScheduleI/RecipientTable/AddressUS/City0GRAND RAPIDS
IRS990ScheduleI/RecipientTable/AddressUS/State0MI
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode049503
IRS990ScheduleI/RecipientTable/AmountOfCashGrant013884
IRS990ScheduleI/RecipientTable/EINOfRecipient0382752328
IRS990ScheduleI/RecipientTable/IRCSection0509(a)(1)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0DISTRIBUTIONS ARE PAID TO NAMED CHARITY PER TERMS OF THE GOVERNING DOCUMENT TO HELP DEFRAY EXPENSES OF THE CHARITY.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10SPECTRUM HEALTH
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine20FKA BUTTERWORTH HOSPITAL
IRS990ScheduleI/RecordsMaintained0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0Form 990 is reviewed by a tax officer of the trustee.
IRS990ScheduleO/GeneralExplanation/Explanation1FORMS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier1DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0MI
IRS990/StatesWhereCopyOfReturnIsFiled0MI
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1038 FOUNTAIN SQ PLAZA
IRS990/TheBooksAreInCareOf/AddressUS/City0CINCINNATI
IRS990/TheBooksAreInCareOf/AddressUS/State0OH
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode045263
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10FIFTH THIRD BANK
IRS990/TheBooksAreInCareOf/TelephoneNumber05135343636
IRS990/TotalAssets/BOY0250666
IRS990/TotalAssetsBOY0250666
IRS990/TotalAssets/EOY0246420
IRS990/TotalAssetsEOY0246420
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear018208
IRS990/TotalExpensesPriorYear018230
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral04324
IRS990/TotalFunctionalExpenses/ProgramServices013884
IRS990/TotalFunctionalExpenses/Total018208
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0250666
IRS990/TotalLiabNetAssetsFundBalances/EOY0246420
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0250666
IRS990/TotalNetAssetsFundBalances/EOY0246420
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense013884
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg03600
IRS990/TotalRevenueCurrentYear013962
IRS990/TotalRevenuePriorYear015857
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome013962
IRS990/TotalRevenue/TotalRevenueColumn013962
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01947
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0386051720
ReturnHeader/Filer/Name/BusinessNameLine10TR UW WILLIAM GILBERT
ReturnHeader/Filer/NameControl0GILB
ReturnHeader/Filer/Phone06166535429
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 3636
ReturnHeader/Filer/USAddress/City0GRAND RAPIDS
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0495013636
ReturnHeader/Officer/DateSigned02013-04-23
ReturnHeader/Officer/Name0DAWN TAYLOR
ReturnHeader/Officer/Phone06166535429
ReturnHeader/Officer/Title0Trustee
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-08T08:44:29-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$246,420
Liabilities
$0
Net assets
$246,420
Revenue
-
Expenses
$18,208
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.14$0.18$0.04
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.24$0.00$2.24$0.09$0.20$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.24$0.18$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.11$0.18$0.07
2019Summary only. Only limited summary data is available for this year.$2.36$0.00$2.36$0.07$0.34$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.16$0.33$0.17
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.$2.46$0.00$2.46$0.23$0.18$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.12$0.20$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.21$0.18$0.03
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.53$0.17