Civic Intelligence

Winfield W Scott Margaret C Scott & Marie K Brennan Char Trust Fund

990PF • Fiscal year 2013 • EIN 42-6338433

Apr 01, 2012 to Mar 31, 2013 • Filed on May 29, 2013

Organization Profile
C/O US Bank N A P O Box 790053707-7900
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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

52nd percentile

$11,996

Higher top officer pay than 52% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

46th percentile

0.8%

Faster asset growth than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,128,868

Up $16,680 (+0.8%) from 2012

Net Assets

Up

$2,128,868

Up $16,680 (+0.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$110,704

Down $4,685 (-4.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,188,666Liabilities 2010: $0Net Assets 2010: $2,188,6662010Assets 2011: $2,169,857Liabilities 2011: $0Net Assets 2011: $2,169,8572011Assets 2012: $2,112,188Liabilities 2012: $0Net Assets 2012: $2,112,1882012Assets 2013: $2,128,868Liabilities 2013: $0Net Assets 2013: $2,128,8682013Assets 2014: $2,184,617Liabilities 2014: $0Net Assets 2014: $2,184,6172014Assets 2015: $2,266,733Liabilities 2015: $0Net Assets 2015: $2,266,7332015Assets 2016: $2,309,247Liabilities 2016: $0Net Assets 2016: $2,309,2472016Assets 2017: $2,402,245Liabilities 2017: $0Net Assets 2017: $2,402,2452017Assets 2018: $2,381,750Liabilities 2018: $0Net Assets 2018: $2,381,7502018Assets 2019: $2,301,701Liabilities 2019: $0Net Assets 2019: $2,301,7012019Assets 2020: $2,370,285Liabilities 2020: $0Net Assets 2020: $2,370,2852020Assets 2021: $2,299,607Liabilities 2021: $0Net Assets 2021: $2,299,6072021Assets 2022: $2,461,256Liabilities 2022: $0Net Assets 2022: $2,461,2562022Assets 2023: $2,447,417Liabilities 2023: $0Net Assets 2023: $2,447,4172023Assets 2024: $2,477,171Liabilities 2024: $0Net Assets 2024: $2,477,1712024Assets 2025: $2,433,782Liabilities 2025: $0Net Assets 2025: $2,433,7822025

Highlighted filing

2013

Assets$2,128,868
Liabilities$0
Net Assets$2,128,868
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2010: $87,9092010Expenses 2011: $107,5332011Expenses 2012: $115,3892012Expenses 2013: $110,7042013Revenue 2014: $177,295Expenses 2014: $121,537Net Income 2014: $55,7582014Revenue 2015: $213,503Expenses 2015: $131,324Net Income 2015: $82,1792015Revenue 2016: $184,598Expenses 2016: $142,478Net Income 2016: $42,1202016Revenue 2017: $234,667Expenses 2017: $141,385Net Income 2017: $93,2822017Revenue 2018: $124,466Expenses 2018: $144,143Net Income 2018: -$19,6772018Revenue 2019: $144,889Expenses 2019: $224,939Net Income 2019: -$80,0502019Revenue 2020: $132,116Expenses 2020: $78,658Net Income 2020: $53,4582020Revenue 2021: $95,709Expenses 2021: $151,209Net Income 2021: -$55,5002021Revenue 2022: $321,910Expenses 2022: $160,192Net Income 2022: $161,7182022Revenue 2023: $164,816Expenses 2023: $178,650Net Income 2023: -$13,8342023Revenue 2024: $177,906Expenses 2024: $148,150Net Income 2024: $29,7562024Revenue 2025: $112,433Expenses 2025: $155,812Net Income 2025: -$43,3792025

Highlighted filing

2013

Revenue-
Expenses$110,704
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
May 29, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrusteeFT$11,996-$11,996
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST AUGUSTIN'S CHURCH CORP OF DSMSUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$48,706
Paid GrantWESTMINSTER UNITED PRESB CHURCHFOR SUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$48,705
Filing and Contact Details

Filer

EIN
42-6338433
Raw XML AppendixShowing 400 of 591 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-04-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-04-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-04-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-04-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-08-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-12-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152013-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-02-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172013-02-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182013-02-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192013-02-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202013-02-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212013-02-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222013-02-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232013-02-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18.089 CREDIT SUISSE COMM RET ST CO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4306.185 NUVEEN PREFERRED SECURITIES FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81316.816 CREDIT SUISSE COMM RET ST CO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset101166.181 AMERICAN GRW FD OF AMER F2
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12808.314 NUVEEN SANTA BARBARA DIV GROWTH FD I
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1735.352 GOLDMAN SACHS M C VALUE CL INST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset192546.046 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset201769.912 NUVEEN GLOBAL INFRASTR FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21402.268 NUVEEN MID CAP GRWTH OPP FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2237.968 VANGUARD EXPLORER FUND CL ADM #5024
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2337.437 VANGUARD EXPLORER FUND CL ADM #5024
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0379
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss22562
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss97388
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss108733
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses016198
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0482
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02112188
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02128868
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,128,868
Liabilities
$0
Net assets
$2,128,868
Revenue
-
Expenses
$110,704
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.11$0.16$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.18$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.16$0.18$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.32$0.16$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.10$0.15$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.13$0.08$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.14$0.22$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.12$0.14$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.23$0.14$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.18$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.21$0.13$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.18$0.12$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.12
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.11
2010Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.09