Civic Intelligence

Harold P Dugdale Charitable Trust American Natl Bank Ttee

990PF • Fiscal year 2012 • EIN 43-6071666

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 18, 2013

PO Box 38763166
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.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

93rd percentile

$31,353

Higher top officer pay than 93% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

24th percentile

-4.1%

Faster asset growth than 24% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,210,610

Down $94,317 (-4.1%) from 2011

Net Assets

Down

$2,210,610

Down $94,317 (-4.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$184,175

Up $8,622 (+4.9%) from 2011

Net Income

-

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.

$3.0M$2.0M$1.0M$0Assets 2010: $2,167,756Liabilities 2010: $0Net Assets 2010: $2,167,7562010Assets 2011: $2,304,927Liabilities 2011: $0Net Assets 2011: $2,304,9272011Assets 2012: $2,210,610Liabilities 2012: $0Net Assets 2012: $2,210,6102012Assets 2013: $2,271,467Liabilities 2013: $0Net Assets 2013: $2,271,4672013Assets 2014: $2,217,747Liabilities 2014: $0Net Assets 2014: $2,217,7472014Assets 2015: $2,183,836Liabilities 2015: $02015Assets 2017: $2,056,160Liabilities 2017: $0Net Assets 2017: $2,056,1602017Assets 2018: $2,026,684Liabilities 2018: $0Net Assets 2018: $2,026,6842018Assets 2019: $2,068,346Liabilities 2019: $0Net Assets 2019: $2,068,3462019Assets 2020: $1,988,961Liabilities 2020: $0Net Assets 2020: $1,988,9612020Assets 2021: $2,029,461Liabilities 2021: $0Net Assets 2021: $2,029,4612021Assets 2022: $2,227,211Liabilities 2022: $0Net Assets 2022: $2,227,2112022Assets 2023: $2,134,057Liabilities 2023: $0Net Assets 2023: $2,134,0572023Assets 2024: $2,071,736Liabilities 2024: $0Net Assets 2024: $2,071,7362024

Highlighted filing

2012

Assets$2,210,610
Liabilities$0
Net Assets$2,210,610

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $133,8992010Expenses 2011: $175,5532011Expenses 2012: $184,1752012Revenue 2013: $268,917Expenses 2013: $207,475Net Income 2013: $61,4422013Revenue 2014: $202,271Expenses 2014: $254,523Net Income 2014: -$52,2522014Revenue 2015: $210,801Expenses 2015: $244,609Net Income 2015: -$33,8082015Revenue 2017: $158,975Expenses 2017: $122,888Net Income 2017: $36,0872017Revenue 2018: $110,920Expenses 2018: $139,840Net Income 2018: -$28,9202018Revenue 2019: $175,192Expenses 2019: $133,911Net Income 2019: $41,2812019Revenue 2020: $35,505Expenses 2020: $115,230Net Income 2020: -$79,7252020Revenue 2021: $159,264Expenses 2021: $117,626Net Income 2021: $41,6382021Revenue 2022: $333,331Expenses 2022: $135,579Net Income 2022: $197,7522022Revenue 2023: $45,708Expenses 2023: $138,826Net Income 2023: -$93,1182023Revenue 2024: $76,964Expenses 2024: $139,273Net Income 2024: -$62,3092024

Highlighted filing

2012

Revenue-
Expenses$184,175
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 18, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$31,353-$31,353
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAGRI BUSINESS EXPO CENTEREXEMPT PURPOSEPUBLICSAINT JOSEPH, MO, US$25,000
Paid GrantYWCAEXEMPT PURPOSEPUBLICSAINT JOSEPH, MO, US$20,000
Paid GrantCHRIST EPISCOPAL CHURCHEXEMPT PURPOSEPUBLICST JOSEPH, MO, US$15,900
Paid GrantYMCAEXEMPT PURPOSEPUBLICST JOSEPH, MO, US$15,000
Paid GrantPONY EXPRESS COUNCIL - BOY SCOUTSEXEMPT PURPOSEPUBLICST JOSEPH, MO, US$15,000
Paid GrantUNITED WAY OF GREATEREXEMPT PURPOSEPUBLICST JOSPEH, MO, US$10,000
Paid GrantTHE NOYES HOME FOR CHILDRENEXEMPT PURPOSEPUBLICST JOSEPH, MO, US$10,000
Paid GrantBIG BROTHERS BIG SISTERS OFEXEMPT PURPOSEPUBLICMARYVILLE, MO, US$5,000
Paid GrantGIRL SCOUTS NE KS & MW MOEXEMPT PURPOSEPUBLICKANSAS CITY, MO, US$5,000
Paid GrantHABITAT FOR HUMANITYEXEMPT PURPOSEPUBLICST JOSEPH, MO, US$5,000
Paid GrantAGRICULTURE FUTURE OF AMERICAEXEMPT PURPOSEPUBLICST JOSEPH, MO, US$4,000
Paid GrantJUNIOR ACHIEVEMENTEXEMPT PURPOSEPUBLICST JOSEPH, MO, US$3,500
Paid GrantNORTHWEST FOUNDATION INCEXEMPT PUROSEPUBLICMARYVILLE, MO, US$3,000
Paid GrantPATEE HOUSE MUSEUMEXEMPT PURPOSEPUBLICST JOSPEH, MO, US$3,000
Paid GrantPONY EXPRESS MUSEUMEXEMPT PURPOSEPUBLICST JOSEPH, MO, US$2,500
Paid GrantMUSCULAR DYSTROPHY ASSOCIATIONEXEMPT PURPOSEPUBLICSPRINGFIELD, MO, US$2,000
Paid GrantNODAWAY COUNTY EXTENSION CTREXEMPT PURPOSEPUBLICMARYVILLE, MO, US$1,500
Paid GrantAMERICAN CANCER SOCIETYEXEMPT PURPOSEPUBLICST JOSEPH, MO, US$1,000
Paid GrantAMERICAN HEART ASSOCIATIONEXEMPT PURPOSEPUBLICDES MOINES, IA, US$1,000
Paid GrantRINGOLD COUNTY AGRI EXTENSION DISTEXEMPT PURPOSEPUBLICMOUNT AYR, IA, US$1,000
Paid GrantBLUEGRASS BATTLES HUNGEREXEMPT PURPOSEPUBLICST JOSEPH, MO, US$1,000
Paid GrantHIGH LAKES OUTDOOR ALLIANCEEXEMPT PURPOSEPUBLICCRESTON, IA, US$500
Filing and Contact Details

Filer

EIN
43-6071666
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2CITIGROUP INC
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IRS990PF/BalanceSheets/CapitalStockEOY02210610
IRS990PF/BalanceSheets/CashBOY01632
IRS990PF/BalanceSheets/CashEOY03674
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IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0299149
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IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01864011
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IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0150117
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY038206
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY043776
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY02304927
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome022743
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0150117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis149813
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis26945
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis349774
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis45787
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis52032
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis649721
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis73858
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis89056
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis92427
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis101499
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1114630
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12956
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis135706
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis141455
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis154335
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis161280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02002-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-11-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-08-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32012-04-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42008-11-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-08-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72008-11-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-08-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92011-08-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102010-05-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112011-08-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122011-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132009-02-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142009-02-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152011-08-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162011-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172011-08-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-02-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-03-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-04-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-06-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-06-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-06-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-12-12

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.08$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.05$0.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.33$0.14$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.16$0.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.04$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.18$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.16$0.12$0.04
2015Summary only. Only limited summary data is available for this year.$2.18$0.00$0.21$0.24$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.20$0.25$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.27$0.21$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.18
2010Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.13