Civic Intelligence

Ernest C Oberholtzer Foundation

990PF • Fiscal year 2011 • EIN 41-6042619

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 21, 2012

Organization Profile
C/O Chapman Cutler Llp PO Box 259360690-2593
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

99th percentile

$33,653

Higher top officer pay than 99% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

64th percentile

5.8%

Faster asset growth than 64% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$319,904

Up $17,569 (+5.8%) from 2010

Net Assets

Up

$319,904

Up $17,569 (+5.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$83,697

Down $3,318 (-3.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $302,335Liabilities 2010: $0Net Assets 2010: $302,3352010Assets 2011: $319,904Liabilities 2011: $0Net Assets 2011: $319,9042011Assets 2012: $419,622Liabilities 2012: $0Net Assets 2012: $419,6222012Assets 2013: $483,511Liabilities 2013: $0Net Assets 2013: $483,5112013Assets 2014: $502,345Liabilities 2014: $0Net Assets 2014: $502,3452014Assets 2015: $571,081Liabilities 2015: $0Net Assets 2015: $571,0812015Assets 2016: $679,582Liabilities 2016: $0Net Assets 2016: $679,5822016Assets 2017: $794,398Liabilities 2017: $0Net Assets 2017: $794,3982017Assets 2018: $858,287Liabilities 2018: $0Net Assets 2018: $858,2872018Assets 2019: $874,444Liabilities 2019: $0Net Assets 2019: $874,4442019Assets 2020: $918,301Liabilities 2020: $0Net Assets 2020: $918,3012020Assets 2021: $994,969Liabilities 2021: $0Net Assets 2021: $994,9692021Assets 2022: $1,134,264Liabilities 2022: $0Net Assets 2022: $1,134,2642022Assets 2023: $1,424,394Liabilities 2023: $0Net Assets 2023: $1,424,3942023Assets 2024: $1,799,775Liabilities 2024: $0Net Assets 2024: $1,799,7752024

Highlighted filing

2011

Assets$319,904
Liabilities$0
Net Assets$319,904
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Expenses 2010: $87,0152010Expenses 2011: $83,6972011Expenses 2012: $113,4112012Revenue 2013: $167,106Expenses 2013: $103,217Net Income 2013: $63,8892013Revenue 2014: $129,112Expenses 2014: $110,277Net Income 2014: $18,8352014Revenue 2015: $174,656Expenses 2015: $105,921Net Income 2015: $68,7352015Revenue 2016: $208,525Expenses 2016: $100,023Net Income 2016: $108,5022016Revenue 2017: $227,363Expenses 2017: $112,551Net Income 2017: $114,8122017Revenue 2018: $188,203Expenses 2018: $124,314Net Income 2018: $63,8892018Revenue 2019: $137,646Expenses 2019: $121,489Net Income 2019: $16,1572019Revenue 2020: $157,005Expenses 2020: $113,143Net Income 2020: $43,8622020Revenue 2021: $198,860Expenses 2021: $122,192Net Income 2021: $76,6682021Revenue 2022: $284,038Expenses 2022: $142,240Net Income 2022: $141,7982022Revenue 2023: $476,871Expenses 2023: $186,725Net Income 2023: $290,1462023Revenue 2024: $553,705Expenses 2024: $178,394Net Income 2024: $375,3112024

Highlighted filing

2011

Revenue-
Expenses$83,697
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 21, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH E WATERHOUSEExecutive DirectorFT$33,653-$33,653
ELAINE THRUNEPresident & Trustee-$0--
CHARLES A KELLYAsst. Treasurer & Trustee-$0--
TIM HEINLETreasurer-$0--
JEAN REPLINGERSecretary-$0--
JIM FITZPATRICKVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE MURIE CENTERGENERAL USE OF CHARITY501(C)(3)JACKSON, WY, US$50
Paid GrantTHE LISTENING POINT FOUNDATION INCGENERAL USE OF CHARITY501(C)(3)ELY, MN, US$30
Filing and Contact Details

Filer

EIN
41-6042619
Raw XML AppendixShowing 400 of 1,036 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV113104
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV216952
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV312036
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV426434
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV50
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV69942
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV75512
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV813689
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV97164
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV107554
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1116312
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1214574
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV135152
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1410152
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1510385
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV161545
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV172016
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV187630
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0400 BAC CAP TR 7.25%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11200 DNP SELECT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2200 EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3300 VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42725.74 WM BLAIR INCOME SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5550 PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6200 STRYKER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7200 WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8300 GLAXO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9400 GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10165 EI DUPONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11400 CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12200 CONOCO PHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13200 HEWLETT-PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14400 LOWES COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15938.09 VANGUARD FIXED INC SEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16100 FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1750 STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18100 BERKSHIRE HATHAWAY INC
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount010033
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-960
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/GrossProfitLossSalesOfInvntry/BusinessCode0511130
IRS990PF/AnalysisIncomeProducingActy/GrossProfitLossSalesOfInvntry/ExclusionCode012

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$319,904
Liabilities
$0
Net assets
$319,904
Revenue
-
Expenses
$83,697
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.55$0.18$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.48$0.19$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.28$0.14$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.20$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.16$0.11$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.14$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.19$0.12$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.23$0.11$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.21$0.10$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.17$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.13$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.17$0.10$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.11
2011Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.09