Civic Intelligence

Margaret M Bost Trust

990PF • Fiscal year 2012 • EIN 43-6796371

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 25, 2013

Organization Profile
1 West 4th Street D4000-04127101
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k 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

96th percentile

$6,392

Higher top officer pay than 96% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

39th percentile

-3.4%

Faster asset growth than 39% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$343,067

Down $12,036 (-3.4%) from 2011

Net Assets

Down

$343,067

Down $12,036 (-3.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$25,810

Up $567 (+2.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0Assets 2010: $370,267Liabilities 2010: $0Net Assets 2010: $370,2672010Assets 2011: $355,103Liabilities 2011: $0Net Assets 2011: $355,1032011Assets 2012: $343,067Liabilities 2012: $0Net Assets 2012: $343,0672012Assets 2013: $344,532Liabilities 2013: $02013Assets 2014: $362,035Liabilities 2014: $02014Assets 2015: $352,241Liabilities 2015: $02015Assets 2018: $343,373Liabilities 2018: $0Net Assets 2018: $343,3732018Assets 2019: $356,138Liabilities 2019: $0Net Assets 2019: $356,1382019Assets 2020: $353,455Liabilities 2020: $0Net Assets 2020: $353,4552020Assets 2021: $371,993Liabilities 2021: $0Net Assets 2021: $371,9932021Assets 2022: $352,549Liabilities 2022: $0Net Assets 2022: $352,5492022Assets 2023: $336,516Liabilities 2023: $0Net Assets 2023: $336,5162023Assets 2024: $339,613Liabilities 2024: $0Net Assets 2024: $339,6132024

Highlighted filing

2012

Assets$343,067
Liabilities$0
Net Assets$343,067
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2010: $22,9812010Expenses 2011: $25,2432011Expenses 2012: $25,8102012Revenue 2013: $28,182Expenses 2013: $26,852Net Income 2013: $1,3302013Revenue 2014: $41,670Expenses 2014: $24,383Net Income 2014: $17,2872014Revenue 2015: $16,886Expenses 2015: $26,809Net Income 2015: -$9,9232015Revenue 2018: $31,690Expenses 2018: $26,827Net Income 2018: $4,8632018Revenue 2019: $38,793Expenses 2019: $25,999Net Income 2019: $12,7942019Revenue 2020: $22,928Expenses 2020: $25,588Net Income 2020: -$2,6602020Revenue 2021: $45,940Expenses 2021: $27,390Net Income 2021: $18,5502021Revenue 2022: $12,067Expenses 2022: $31,486Net Income 2022: -$19,4192022Revenue 2023: $14,327Expenses 2023: $30,251Net Income 2023: -$15,9242023Revenue 2024: $27,248Expenses 2024: $24,402Net Income 2024: $2,8462024

Highlighted filing

2012

Revenue-
Expenses$25,810
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 25, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$6,392-$6,392
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST CECILIA ACADEMYCONTRIBUTIONPUBLIC CHARITYNASHVILLE, TN, US$15,362
Paid GrantST MARY'S CATHOLIC CHURCHCONTRIBUTIONPUBLIC CHARITYNASHVILLE, TN, US$1,920
Paid GrantST HENRY'S CATHOLIC CHURCHCONTRIBUTIONPUBLIC CHARITYNASHVILLE, TN, US$1,920
Filing and Contact Details

Filer

EIN
43-6796371
Raw XML AppendixShowing 400 of 630 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/DescriptionOfAsset049. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1121. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset249. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset394. CREDIT SUISSE COMM RET ST-I #2156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset471. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset535. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset654. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset756. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset814. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11545.642 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1222. HARBOR FD CAP APPRECIATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13281. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1456. ISHARES S&P 500 INDEX FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1720. KEELEY SMALL CAP VAL FD CL I #2251
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19642. MAINSTAY EP US EQ YLD-IS #1204
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2061. MAINSTAY EP US EQ YLD-IS #1204
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset228. MERGER FD SH BEN INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset238.921 OPPENHEIMER DEVELOPING MKT-Y #788
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset249.079 OPPENHEIMER DEVELOPING MKT-Y #788
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2523. OPPENHEIMER DEVELOPING MKT-Y #788
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2633. OPPENHEIMER DEVELOPING MKT-Y #788
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2735. SPDR DJ WILSHIRE INTERNATIONAL REAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2813. SPDR DJ WILSHIRE INTERNATIONAL REAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2940. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30213.363 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3177.637 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32318.078 TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3329. VANGARD MSCI EMERGING MARKETS EFT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3414. VANGARD MSCI EMERGING MARKETS EFT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3512. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset365. VANGUARD REIT VIPER
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice36329
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-13461
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01028
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases02453
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0344095
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0355103
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0343067
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted018839
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj018839
IRS990PF/DistributableAmount/DistributableAmountBeforeDed018839

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$343,067
Liabilities
$0
Net assets
$343,067
Revenue
-
Expenses
$25,810
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.27$0.24$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.14$0.30$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.12$0.31$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.46$0.27$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.23$0.26$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.39$0.26$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.32$0.27$0.05
2015Summary only. Only limited summary data is available for this year.$3.52$0.00$0.17$0.27$0.10
2014Summary only. Only limited summary data is available for this year.$3.62$0.00$0.42$0.24$0.17
2013Summary only. Only limited summary data is available for this year.$3.45$0.00$0.28$0.27$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.25
2010Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.23