Civic Intelligence

Pritchard Educational Trust

990PF • Fiscal year 2013 • EIN 42-6051872

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

212 West Willow51012

(712) 225-3000

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

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

40th percentile

$38,016

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

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

Asset Growth

51st percentile

2.7%

Faster asset growth than 51% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Assets

Up

$6,381,475

Up $165,137 (+2.7%) from 2012

Net Assets

$6,381,475

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$262,814

Down $165,011 (-39%) from 2012

Expenses

Down

$74,393

Down $15,507 (-17%) from 2012

Net Income

Down

$188,421

Down $149,504 (-44%) from 2012

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $5,878,413Liabilities 2011: $02011Assets 2012: $6,216,338Liabilities 2012: $02012Assets 2013: $6,381,475Liabilities 2013: $0Net Assets 2013: $6,381,4752013Assets 2014: $6,526,469Liabilities 2014: $2,590Net Assets 2014: $6,523,8792014Assets 2015: $6,686,892Liabilities 2015: $0Net Assets 2015: $6,686,8922015Assets 2016: $6,831,642Liabilities 2016: $0Net Assets 2016: $6,831,6422016Assets 2017: $6,954,118Liabilities 2017: $0Net Assets 2017: $6,954,1182017Assets 2018: $7,082,241Liabilities 2018: $0Net Assets 2018: $7,082,2412018Assets 2019: $7,188,971Liabilities 2019: $0Net Assets 2019: $7,188,9712019Assets 2020: $7,277,419Liabilities 2020: $0Net Assets 2020: $7,277,4192020Assets 2021: $7,382,784Liabilities 2021: $0Net Assets 2021: $7,382,7842021Assets 2022: $8,303,066Liabilities 2022: $0Net Assets 2022: $8,303,0662022Assets 2023: $8,446,602Liabilities 2023: $0Net Assets 2023: $8,446,6022023Assets 2024: $9,480,785Liabilities 2024: $0Net Assets 2024: $9,480,7852024

Highlighted filing

2013

Assets$6,381,475
Liabilities$0
Net Assets$6,381,475

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2011: $215,849Expenses 2011: $69,999Net Income 2011: $145,8502011Revenue 2012: $427,825Expenses 2012: $89,900Net Income 2012: $337,9252012Revenue 2013: $262,814Expenses 2013: $74,393Net Income 2013: $188,4212013Revenue 2014: $252,633Expenses 2014: $81,560Net Income 2014: $171,0732014Revenue 2015: $244,618Expenses 2015: $75,726Net Income 2015: $168,8922015Revenue 2016: $242,548Expenses 2016: $83,398Net Income 2016: $159,1502016Revenue 2017: $210,669Expenses 2017: $88,291Net Income 2017: $122,3782017Revenue 2018: $206,930Expenses 2018: $80,805Net Income 2018: $126,1252018Revenue 2019: $197,180Expenses 2019: $90,798Net Income 2019: $106,3822019Revenue 2020: $183,356Expenses 2020: $94,908Net Income 2020: $88,4482020Revenue 2021: $217,439Expenses 2021: $112,074Net Income 2021: $105,3652021Revenue 2022: $1,020,867Expenses 2022: $118,180Net Income 2022: $902,6872022Revenue 2023: $255,067Expenses 2023: $111,531Net Income 2023: $143,5362023Revenue 2024: $1,155,139Expenses 2024: $120,956Net Income 2024: $1,034,1832024

Highlighted filing

2013

Revenue$262,814
Expenses$74,393
Net Income$188,421
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$38,016-$38,016
Filing and Contact Details

Filer

EIN
42-6051872
Phone
7122253000

Signing Officer

Name
James Mohn
Title
Manager
Phone
7122253000
Signed
2014-05-05

Preparer

Preparer
Donna R Burkhardt CPA
Phone
7122255755
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IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ELLINGTON FINANCIAL
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1HOLLY ENERGY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02636
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-1237
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0254886
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-3015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt022
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0251893
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0930
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0930
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0930
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01860
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0329695
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt019008
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt019008
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt019008
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt038016
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt01906
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt01906
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01906
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt061339
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt053706
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt061339
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0188421
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0167342
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0167342
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0167342
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0430507
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt0113981
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt035727
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt035727
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt035727
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt04091
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04091
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt04091
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08182
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2993
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0208081
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0156421
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt014257
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt014257
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt014257
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt09575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01399
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01399
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01399
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0379788
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt050093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt024029
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt050093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt074393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0258174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0262814
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt050093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024029
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt074393
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0188421
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt023284
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06404759
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06216338
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06381475
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0495275
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0381294
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0495275
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0383375
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0113981
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02081
IRS990PF/DistributableAmountGrp/TotalTaxAmt02081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02240
IRS990PF/FMVAssetsEOYAmt012595889
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04535619
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04535619
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt048214
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0240585
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0240584
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0482085
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0357084
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0768801
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableBOYAmt04638223
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYAmt04991808
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYFMVAmt04991808
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt074250
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0127916
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt055572
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt053666
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt05876504
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt034191
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt031373
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt032449
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01680719
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01845856
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0391053
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0244021
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0244021
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06216338
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06381475
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012595889
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06216338
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06381475
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06216338
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06381475
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0567000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0462938
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0441722
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07784265
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0488197
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01419564
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0116764
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05876504
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0383375
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07667501
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07784265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine20LIST OF DIRECTORS UPON REQUEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt038016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$1.16$0.12$1.03
2023Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.26$0.11$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$1.02$0.12$0.90
2021Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.22$0.11$0.11
2020Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.18$0.09$0.09
2019Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.20$0.09$0.11
2018Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.21$0.08$0.13
2017Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.21$0.09$0.12
2016Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.24$0.08$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.24$0.08$0.17
2014Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.52$0.25$0.08$0.17
2013Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.26$0.07$0.19
2012Summary only. Only limited summary data is available for this year.$6.22$0.00$0.43$0.09$0.34
2011Summary only. Only limited summary data is available for this year.$5.88$0.00$0.22$0.07$0.15