Civic Intelligence

Richard Morton & Ruth Bailey Root Charitable Tr Fd

990PF • Fiscal year 2012 • EIN 39-6779747

Jan 01, 2012 to Dec 31, 2012

Urbandale, IA
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

32nd percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

39th percentile

-1.4%

Faster asset growth than 39% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

93rd percentile

132%

Faster revenue growth than 93% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Assets

Down

$3,966,557

Down $55,693 (-1.4%) from 2011

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$207,648

Up $118,150 (+132%) from 2011

Expenses

Down

$263,341

Down $5,768 (-2.1%) from 2011

Net Income

Up

-$55,693

Up $123,918 (+69%) from 2011

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,022,250Liabilities 2011: $02011Assets 2012: $3,966,557Liabilities 2012: $02012Assets 2013: $3,921,873Liabilities 2013: $1Net Assets 2013: $3,921,8732013Assets 2014: $3,965,354Liabilities 2014: $1Net Assets 2014: $3,965,3542014Assets 2015: $4,174,264Liabilities 2015: $1Net Assets 2015: $4,174,2642015Assets 2016: $4,105,918Liabilities 2016: $0Net Assets 2016: $4,105,9182016Assets 2017: $4,092,833Liabilities 2017: $0Net Assets 2017: $4,092,8332017Assets 2018: $4,014,977Liabilities 2018: $0Net Assets 2018: $4,014,9772018Assets 2019: $3,918,925Liabilities 2019: $1Net Assets 2019: $3,918,9252019Assets 2020: $3,811,994Liabilities 2020: $1Net Assets 2020: $3,811,9942020Assets 2021: $3,764,876Liabilities 2021: $1Net Assets 2021: $3,764,8762021Assets 2022: $3,709,467Liabilities 2022: $1Net Assets 2022: $3,709,4672022Assets 2023: $3,790,278Liabilities 2023: $1Net Assets 2023: $3,790,2782023Assets 2024: $3,879,017Liabilities 2024: $0Net Assets 2024: $3,879,0172024

Highlighted filing

2012

Assets$3,966,557
Liabilities$0
Net Assets-

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $89,498Expenses 2011: $269,109Net Income 2011: -$179,6112011Revenue 2012: $207,648Expenses 2012: $263,341Net Income 2012: -$55,6932012Revenue 2013: $221,774Expenses 2013: $266,458Net Income 2013: -$44,6842013Revenue 2014: $337,660Expenses 2014: $294,179Net Income 2014: $43,4812014Revenue 2015: $510,086Expenses 2015: $301,176Net Income 2015: $208,9102015Revenue 2016: $235,900Expenses 2016: $304,246Net Income 2016: -$68,3462016Revenue 2017: $285,208Expenses 2017: $298,293Net Income 2017: -$13,0852017Revenue 2018: $235,071Expenses 2018: $312,927Net Income 2018: -$77,8562018Revenue 2019: $193,744Expenses 2019: $289,796Net Income 2019: -$96,0522019Revenue 2020: $216,735Expenses 2020: $323,666Net Income 2020: -$106,9312020Revenue 2021: $297,560Expenses 2021: $344,678Net Income 2021: -$47,1182021Revenue 2022: $336,582Expenses 2022: $391,991Net Income 2022: -$55,4092022Revenue 2023: $400,793Expenses 2023: $319,982Net Income 2023: $80,8112023Revenue 2024: $437,169Expenses 2024: $348,430Net Income 2024: $88,7392024

Highlighted filing

2012

Revenue$207,648
Expenses$263,341
Net Income-$55,693
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.44$0.35$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.40$0.32$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.34$0.39$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.30$0.34$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.22$0.32$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.19$0.29$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.24$0.31$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.29$0.30$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.24$0.30$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.51$0.30$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.34$0.29$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.22$0.27$0.04
2012Summary only. Only limited summary data is available for this year.$3.97$0.00$0.21$0.26$0.06
2011Summary only. Only limited summary data is available for this year.$4.02$0.00$0.09$0.27$0.18