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

75th percentile

0.51x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

88th percentile

53%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $5M-$10M nonprofits • 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

86th percentile

74%

Faster revenue growth than 86% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2011 to 2013

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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AccountingFeesSchedule/AccountingFees/Category0MADDOCK HENSON & HABERSTROH PC
CompensationExplanation/Compensation/PersonName0CAROL GASKIN
CompensationExplanation/Compensation/PersonName1JANE BRYANT
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/DateAcquired02007-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-01-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-03-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212011-09-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222012-02-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232012-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242009-06-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262009-04-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272005-01-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282004-03-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292013-06-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302006-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-05-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-02-04
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-12-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222013-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232013-06-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242013-06-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252013-03-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262013-04-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272013-06-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282013-06-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292013-09-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302012-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312013-02-04
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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