Civic Intelligence

Leslie H and Edith C Green Charitab Le Trust

990PF • Fiscal year 2013 • EIN 38-6162077

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

PO Box 3636Birmingham, MI 49501-3636

(800) 400-0439

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

39th percentile

0.0%

Faster asset growth than 39% of similar nonprofits.

2013 filings • $5M-$10M 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

Assets

Up

$6,769,028

Up $1,203 (+0.0%) from 2012

Net Assets

Up

$6,769,028

Up $1,203 (+0.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$569,652

No earlier filing loaded for comparison.

Expenses

Up

$568,485

Up $2,208 (+0.4%) from 2012

Net Income

$1,167

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,151,502Liabilities 2010: $0Net Assets 2010: $7,151,5022010Assets 2011: $7,016,164Liabilities 2011: $0Net Assets 2011: $7,016,1642011Assets 2012: $6,767,825Liabilities 2012: $0Net Assets 2012: $6,767,8252012Assets 2013: $6,769,028Liabilities 2013: $0Net Assets 2013: $6,769,0282013Assets 2014: $7,247,082Liabilities 2014: $0Net Assets 2014: $7,247,0822014Assets 2016: $6,619,651Liabilities 2016: $0Net Assets 2016: $6,619,6512016Assets 2017: $7,277,531Liabilities 2017: $0Net Assets 2017: $7,277,5312017Assets 2018: $7,147,139Liabilities 2018: $0Net Assets 2018: $7,147,1392018Assets 2019: $7,133,353Liabilities 2019: $0Net Assets 2019: $7,133,3532019Assets 2020: $6,962,813Liabilities 2020: $0Net Assets 2020: $6,962,8132020Assets 2021: $7,908,923Liabilities 2021: $0Net Assets 2021: $7,908,9232021Assets 2022: $7,394,239Liabilities 2022: $0Net Assets 2022: $7,394,2392022Assets 2024: $7,694,849Liabilities 2024: $0Net Assets 2024: $7,694,8492024

Highlighted filing

2013

Assets$6,769,028
Liabilities$0
Net Assets$6,769,028

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $567,0612010Expenses 2011: $609,1922011Expenses 2012: $566,2772012Revenue 2013: $569,652Expenses 2013: $568,485Net Income 2013: $1,1672013Revenue 2014: $1,131,991Expenses 2014: $653,937Net Income 2014: $478,0542014Revenue 2016: $145,869Expenses 2016: $612,266Net Income 2016: -$466,3972016Revenue 2017: $1,272,927Expenses 2017: $615,055Net Income 2017: $657,8722017Revenue 2018: $614,300Expenses 2018: $744,693Net Income 2018: -$130,3932018Revenue 2019: $590,849Expenses 2019: $614,097Net Income 2019: -$23,2482019Revenue 2020: $566,251Expenses 2020: $737,470Net Income 2020: -$171,2192020Revenue 2021: $1,708,101Expenses 2021: $755,219Net Income 2021: $952,8822021Revenue 2022: $321,831Expenses 2022: $833,419Net Income 2022: -$511,5882022Revenue 2024: $1,079,750Expenses 2024: $693,491Net Income 2024: $386,2592024

Highlighted filing

2013

Revenue$569,652
Expenses$568,485
Net Income$1,167
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fifth Third BankCo-Trustee-$0--
Bishop Wendell N Gibbs JrCo-Trustee-$0--
Dean S BancroftCo-Trustee-$0--
Filing and Contact Details

Filer

EIN
38-6162077
Phone
8004000439

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
8004000439
Signed
2014-05-13
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46INTERCONTINENTALEXCHANGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47IBM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48INTERNATIONAL GAME TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49INTUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50ITRON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51JP MORGAN CHASE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52JOY GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53KEPPEL LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54LAKELAND FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55MVC CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57MCKESSON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58MEDTRONIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59MICROSOFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60MYLAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61NAVIGATORS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62NESTLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63NEWFIELD EXPL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64NISSAN MTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65NOVARTIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66LINDSAY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68ORIX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69PACKAGING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70PORTFOLIO RECOVERY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71PRESTIGE BRANDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72PROGRESSIVE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73RAYMOND JAMES FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74REINSURANCE GROUP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75REPUBLIC SVCS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76ROCHE HLDG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77ROYAL DUTCH SHELL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78SANOFI AVENTIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79SCHLUMBERGER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80SCOTTS MIRACLE GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81SEMTECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82SIEMENS AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84SUN HYDRAULICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85SUPERIOR ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86SYNAPTICS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87TJX COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88TTM TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89THORATEC LABS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90TORO CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91TOTAL SA ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92URS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93UNITED NAT FOODS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94VALE SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95VALSPAR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96VODAFONE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97WALMART STORES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98XILINX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99ZURICH FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100CBL & ASSOC PROP 7.375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101NABORS INDUSTRIES LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102NOBLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103ALLIANT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104ALLIANZ SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105BAE SYS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106CHINA MOBILE LTD ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107EAST WEST BANCORP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108HANCOCK HLDG CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109HECLA MNG CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110HITACHI LTD ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111NATL GRID PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112LUKOIL SPON ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113OMNIVISION TECH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114SBERBANK RUSSIA SPONSORED ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115SCHNITZER STEEL INDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116SHIRE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117VERIZON COMMUNICATIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118ALEXANDRIA REAL ESTATE EQUITIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119ASSOCIATED ESTATES RLTY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120AVALONBAY CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121BOSTON PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122BROOKFIELD ASST MGMT CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123CAMDEN PPTY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124DIGITAL RLTY TR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125DOUGLAS EMMETT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126EAST GROUP PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127ESSEX PPTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128HCP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129HEALTH CARE REIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130HOSPITALITY PPTYS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131HOST HOTELS AND RESORTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132LTC PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133MONMOUTH REAL ESTATE INVT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134NATIONAL RETAIL PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135PUBLIC STORAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136REALTY INCOME CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137SIMON PPTY GROUP INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138TANGER FACTORY OUTLET CTRS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139VENTAS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140WEINGARTEN RLTY INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141FEDERAL REALTY INVT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142DEUTSCHE BANK AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143ENDURANCE SPECIALTY HOLDING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144TRANSOCEAN LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145COPA HOLDINGS SA CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146AARON RENTS INC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$1.08$0.69$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.32$0.83$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$0.00$7.91$1.71$0.76$0.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$0.57$0.74$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$0.59$0.61$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.15$0.00$7.15$0.61$0.74$0.13
2017Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$1.27$0.62$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.62$0.00$6.62$0.15$0.61$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.25$0.00$7.25$1.13$0.65$0.48
2013Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.57$0.57$0.00
2012Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.57
2011Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.61
2010Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.57