Civic Intelligence

Vollertsen Jack R Annuity Trust

990 • Fiscal year 2012 • EIN 42-1284566

Jan 01, 2012 to Dec 31, 2012

Milwaukee, WI
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

13th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Net Margin

11th percentile

-26%

Higher net margin than 11% of similar nonprofits.

2012 filings • 501(c)3 • $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

42nd percentile

-0.7%

Faster asset growth than 42% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Assets

Down

$2,215,286

Down $16,328 (-0.7%) from 2011

Net Assets

Down

$2,215,286

Down $16,328 (-0.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

Down

$61,840

Down $10,191 (-14%) from 2011

Expenses

Up

$78,168

Up $5,671 (+7.8%) from 2011

Net Income

Down

-$16,328

Down $15,862 (-3404%) from 2011

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,231,614Liabilities 2011: $0Net Assets 2011: $2,231,6142011Assets 2012: $2,215,286Liabilities 2012: $0Net Assets 2012: $2,215,2862012Assets 2013: $2,226,955Liabilities 2013: $0Net Assets 2013: $2,226,9552013Assets 2014: $2,230,963Liabilities 2014: $0Net Assets 2014: $2,230,9632014Assets 2015: $2,897,637Liabilities 2015: $0Net Assets 2015: $2,897,6372015Assets 2016: $2,864,096Liabilities 2016: $0Net Assets 2016: $2,864,0962016Assets 2017: $2,844,718Liabilities 2017: $0Net Assets 2017: $2,844,7182017Assets 2018: $2,845,294Liabilities 2018: $0Net Assets 2018: $2,845,2942018Assets 2019: $2,832,289Liabilities 2019: $0Net Assets 2019: $2,832,2892019Assets 2020: $2,835,993Liabilities 2020: $0Net Assets 2020: $2,835,9932020Assets 2021: $2,896,649Liabilities 2021: $0Net Assets 2021: $2,896,6492021Assets 2022: $2,904,435Liabilities 2022: $0Net Assets 2022: $2,904,4352022Assets 2023: $2,949,090Liabilities 2023: $0Net Assets 2023: $2,949,0902023Assets 2024: $2,952,407Liabilities 2024: $0Net Assets 2024: $2,952,4072024

Highlighted filing

2012

Assets$2,215,286
Liabilities$0
Net Assets$2,215,286

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $72,031Expenses 2011: $72,497Net Income 2011: -$4662011Revenue 2012: $61,840Expenses 2012: $78,168Net Income 2012: -$16,3282012Revenue 2013: $88,423Expenses 2013: $76,754Net Income 2013: $11,6692013Revenue 2014: $91,090Expenses 2014: $87,082Net Income 2014: $4,0082014Revenue 2015: $752,584Expenses 2015: $85,910Net Income 2015: $666,6742015Revenue 2016: $56,782Expenses 2016: $90,323Net Income 2016: -$33,5412016Revenue 2017: $77,973Expenses 2017: $96,309Net Income 2017: -$18,3362017Revenue 2018: $108,069Expenses 2018: $107,152Net Income 2018: $9172018Revenue 2019: $103,646Expenses 2019: $115,972Net Income 2019: -$12,3262019Revenue 2020: $103,966Expenses 2020: $99,530Net Income 2020: $4,4362020Revenue 2021: $190,204Expenses 2021: $127,730Net Income 2021: $62,4742021Revenue 2022: $130,251Expenses 2022: $121,700Net Income 2022: $8,5512022Revenue 2023: $118,063Expenses 2023: $72,950Net Income 2023: $45,1132023Revenue 2024: $167,932Expenses 2024: $163,293Net Income 2024: $4,6392024

Highlighted filing

2012

Revenue$61,840
Expenses$78,168
Net Income-$16,328
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
Mission and Program Overview

Mission

Support of the university of iowa, iowa city, ia for the jack r. Vollertsen scholarship program.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.00$2.95$0.17$0.16$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.12$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.13$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.19$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.10$0.12$0.01
2018Summary only. Only limited summary data is available for this year.$2.85$0.00$2.85$0.11$0.11$0.00
2017Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.08$0.10$0.02
2016Summary only. Only limited summary data is available for this year.$2.86$0.00$2.86$0.06$0.09$0.03
2015Summary only. Only limited summary data is available for this year.$2.90$0.00$2.90$0.75$0.09$0.67
2014Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.09$0.09$0.00
2013Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$0.06$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.07$0.07$0.00