Civic Intelligence

Leslie H & Edith C Green Charitable Trust 02033200239081

990PF • Fiscal year 2014 • EIN 38-6162077

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

PO Box 3636Grand Rapids, 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.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

85th percentile

42%

Higher net margin than 85% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

67th percentile

7.1%

Faster asset growth than 67% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

99%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$7,247,082

Up $478,054 (+7.1%) from 2013

Net Assets

Up

$7,247,082

Up $478,054 (+7.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$1,131,991

Up $562,339 (+99%) from 2013

Expenses

Up

$653,937

Up $85,452 (+15%) from 2013

Net Income

Up

$478,054

Up $476,887 (+40864%) from 2013

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

2014

Assets$7,247,082
Liabilities$0
Net Assets$7,247,082

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

2014

Revenue$1,131,991
Expenses$653,937
Net Income$478,054
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
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

Filer Name
Leslie & Edith Green Charitable Trust
EIN
38-6162077
Phone
8004000439
Address
PO BOX 3636, GRAND RAPIDS, MI 49501-3636

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
8004000439
Signed
2015-05-14
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30GOOGLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31HSBC HLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32HONDA MOTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33INTEGRYS ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34INTERCONTINENTALEXCHANGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35INTERNATIONAL GAME TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36INTUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37JOY GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39MCKESSON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40MEDTRONIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41MICROSOFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42NESTLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43NEWFIELD EXPL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44NISSAN MTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45NOVARTIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46ORIX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47PACKAGING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48PROGRESSIVE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49RAYMOND JAMES FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50REINSURANCE GROUP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51REPUBLIC SVCS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52ROCHE HLDG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53ROYAL DUTCH SHELL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54SANOFI AVENTIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55SCHLUMBERGER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56SCOTTS MIRACLE GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57SIEMENS AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59TJX COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60TOTAL SA ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61VALSPAR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62XILINX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63ZURICH INS FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64NABORS INDUSTRIES LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65ALLIANZ SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66EAST WEST BANCORP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67HITACHI LTD ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68NATL GRID PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69SHIRE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70ALEXANDRIA REAL ESTATE EQUITIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71AVALONBAY CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72BOSTON PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73BROOKFIELD ASST MGMT CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74CAMDEN PPTY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75DIGITAL RLTY TR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76DOUGLAS EMMETT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77EAST GROUP PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78ESSEX PPTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79HCP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80HEALTH CARE REIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81HOSPITALITY PPTYS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82HOST HOTELS AND RESORTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83LTC PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84MONMOUTH REAL ESTATE INVT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85NATIONAL RETAIL PPTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86PUBLIC STORAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87REALTY INCOME CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88SIMON PPTY GROUP INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89TANGER FACTORY OUTLET CTRS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90VENTAS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91WEINGARTEN RLTY INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92FEDERAL REALTY INVT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93COPA HOLDINGS SA CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94ACTIVISION BLIZZARD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95AMERICAN INTL GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96BRISTOL MYERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97CBRE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98CANADIAN PAC RY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99KEYCORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100MEDNAX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101MURPHY OIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102NOVO NORDISK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103OCCIDENTAL PETE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104SBA COMMUNICATIONS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105SAP AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106SEALED AIR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107SEVEN AND I HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108SUNCOR ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109SWEDBANK AB SPON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110VCA ANTECH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111VALEO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112WHITING PETROLEUM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113AMREIT INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114APARTMENT INVT AND MGNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115BRANDYWINE REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116EPR PPTYS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117LEXINGTON CORP PPTYS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118SENIOR HSG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119BOTTLING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121MERCK AND CO INC NOTE 2.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122PHILIP MORRIS INTL INC 1.125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123US BANCORP 3.150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124WAL MART STORES INC NOTE 2.8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125WELLS FARGO AND CO 3.625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126RENAISSANCERE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128ALLEGHENY TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129AMERISOURCEBERGEN

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.
2014Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$1.13$0.65$0.48
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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
Peer Organizations

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