Civic Intelligence

The Charless Foundation

990PF • Fiscal year 2013 • EIN 43-0666753

Nov 01, 2012 to Oct 31, 2013 • Filed on Jan 07, 2014

5353 South LindberghRoom/Suite 200Saint Louis, MO 63126
Siviq Scores

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

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2013 filings • $5M-$10M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

61st percentile

5.5%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$5,903,913

Up $306,724 (+5.5%) from 2012

Net Assets

Up

$5,613,510

Up $302,970 (+5.7%) from 2012

Liabilities

Up

$290,403

Up $3,754 (+1.3%) from 2012

Revenue

$569,054

No earlier filing loaded for comparison.

Expenses

Up

$266,084

Up $8,478 (+3.3%) from 2012

Net Income

$302,970

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $8,698,867Liabilities 2010: $0Net Assets 2010: $8,698,8672010Assets 2011: $4,773,189Liabilities 2011: $02011Assets 2012: $5,597,189Liabilities 2012: $286,649Net Assets 2012: $5,310,5402012Assets 2013: $5,903,913Liabilities 2013: $290,403Net Assets 2013: $5,613,5102013Assets 2014: $5,970,624Liabilities 2014: $286,649Net Assets 2014: $5,683,9752014Assets 2015: $6,153,367Liabilities 2015: $286,649Net Assets 2015: $5,866,7182015Assets 2016: $6,645,459Liabilities 2016: $0Net Assets 2016: $6,645,4592016Assets 2017: $88,348Liabilities 2017: $500Net Assets 2017: $87,8482017Assets 2018: $93,170Liabilities 2018: $154Net Assets 2018: $93,0162018Assets 2019: $87,569Liabilities 2019: $33Net Assets 2019: $87,5362019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$5,903,913
Liabilities$290,403
Net Assets$5,613,510

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $1,663,0982010Revenue 2011: $188,064Expenses 2011: $4,113,742Net Income 2011: -$3,925,6782011Expenses 2012: $257,6062012Revenue 2013: $569,054Expenses 2013: $266,084Net Income 2013: $302,9702013Revenue 2014: $422,869Expenses 2014: $352,404Net Income 2014: $70,4652014Revenue 2015: $502,285Expenses 2015: $319,542Net Income 2015: $182,7432015Revenue 2016: $448,824Expenses 2016: $120,083Net Income 2016: $328,7412016Revenue 2017: $300,809Expenses 2017: $6,858,420Net Income 2017: -$6,557,6112017Revenue 2018: $7,532Expenses 2018: $2,364Net Income 2018: $5,1682018Revenue 2019: $159Expenses 2019: $5,639Net Income 2019: -$5,4802019Revenue 2020: -$888Expenses 2020: $86,648Net Income 2020: -$87,5362020

Highlighted filing

2013

Revenue$569,054
Expenses$266,084
Net Income$302,970
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Jan 7, 2014
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL GASKINDirector-$0--
JANE BRYANTDirector-$0--
BETSY PHELANDirector-$0--
MARION CLIFFORDSecretary-$0--
SUE MOOREDirector-$0--
SALLY LILLYVice Preside-$0--
MARY LOPINOTDirector-$0--
ANN MCCANDLESSPresidentPT$0--
DESSA MORROWDirector-$0--
FRED PERABODirector-$0--
JOHN ROWEDirector-$0--
JIM FULLINWIDERTreasurer-$0--
DAVID STREETTDirector-$0--
Filing and Contact Details

Filer

EIN
43-0666753
Raw XML AppendixShowing 400 of 873 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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CompensationExplanation/Compensation/PersonName2BETSY PHELAN
CompensationExplanation/Compensation/PersonName3MARION CLIFFORD
CompensationExplanation/Compensation/PersonName4SUE MOORE
CompensationExplanation/Compensation/PersonName5SALLY LILLY
CompensationExplanation/Compensation/PersonName6MARY LOPINOT
CompensationExplanation/Compensation/PersonName7ANN MCCANDLESS
CompensationExplanation/Compensation/PersonName8DESSA MORROW
CompensationExplanation/Compensation/PersonName9FRED PERABO
CompensationExplanation/Compensation/PersonName10JOHN ROWE
CompensationExplanation/Compensation/PersonName11JIM FULLINWIDER
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01055SHS HOSP PPTY TR 7% SR C
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1100,000SHS GE CAP CORP MTN 4.80%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22000SHS WELLS FARGO CAP VII PRFD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3600SHS JP MORGAN CHASE PFD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41200SHS HARRIS CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51000SHS YUM BRANDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6100,000SHS ABBOTT LABORATORIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71000SHS HESS CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8900SHS ACTAVIS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9600SHS ISHARES S&P MIDCAP 400 INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10800SHS ADVANCED AUTO PARTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset112000SHS JPMORGAN CHASE CAP 6.35%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12100,000SHS AMEX 4.875%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131886.49SHS KINDER MORGAN MGMT

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