Civic Intelligence

Westermann Joint Living Trust

990PF • Fiscal year 2011 • EIN 43-6848005

Oct 01, 2010 to Sep 30, 2011 • Filed on Feb 06, 2012

PO Box 1135663105-0156
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

87th percentile

$9,180

Higher top officer pay than 87% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$933,773

No earlier filing loaded for comparison.

Net Assets

$933,773

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$35,727

No earlier filing loaded for comparison.

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.

$1.0M$500K$0Assets 2011: $933,773Liabilities 2011: $0Net Assets 2011: $933,7732011Assets 2012: $905,703Liabilities 2012: $02012Assets 2013: $889,667Liabilities 2013: $02013Assets 2014: $895,319Liabilities 2014: $02014Assets 2015: $911,083Liabilities 2015: $02015Assets 2016: $879,718Liabilities 2016: $02016Assets 2019: $883,713Liabilities 2019: $0Net Assets 2019: $883,7132019Assets 2020: $872,872Liabilities 2020: $0Net Assets 2020: $872,8722020Assets 2021: $909,599Liabilities 2021: $0Net Assets 2021: $909,5992021Assets 2022: $917,681Liabilities 2022: $0Net Assets 2022: $917,6812022Assets 2023: $878,584Liabilities 2023: $0Net Assets 2023: $878,5842023Assets 2024: $861,016Liabilities 2024: $0Net Assets 2024: $861,0162024Assets 2025: $867,945Liabilities 2025: $0Net Assets 2025: $867,9452025

Highlighted filing

2011

Assets$933,773
Liabilities$0
Net Assets$933,773

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $35,7272011Revenue 2012: $49,592Expenses 2012: $77,660Net Income 2012: -$28,0682012Revenue 2013: $31,110Expenses 2013: $46,800Net Income 2013: -$15,6902013Revenue 2014: $64,708Expenses 2014: $59,057Net Income 2014: $5,6512014Revenue 2015: $77,794Expenses 2015: $61,599Net Income 2015: $16,1952015Revenue 2016: $30,893Expenses 2016: $61,971Net Income 2016: -$31,0782016Revenue 2019: $50,624Expenses 2019: $62,385Net Income 2019: -$11,7612019Revenue 2020: $47,194Expenses 2020: $56,972Net Income 2020: -$9,7782020Revenue 2021: $96,220Expenses 2021: $59,938Net Income 2021: $36,2822021Revenue 2022: $73,737Expenses 2022: $65,773Net Income 2022: $7,9642022Revenue 2023: $23,634Expenses 2023: $63,160Net Income 2023: -$39,5262023Revenue 2024: $35,939Expenses 2024: $52,713Net Income 2024: -$16,7742024Revenue 2025: $63,359Expenses 2025: $55,571Net Income 2025: $7,7882025

Highlighted filing

2011

Revenue-
Expenses$35,727
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
Feb 6, 2012
Return Version
2010v3.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,180-$9,180
-Tax Preparation-$1,100-$1,100
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHRINERS HOSPITAL FOR CHILDRENGENERAL OPERATIONSPUBLIC CHARITYTAMPA, FL, US$24,580
Filing and Contact Details

Filer

EIN
43-6848005
Raw XML AppendixShowing 400 of 454 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/DescriptionOfAsset273.138 DWS RREEF REAL ESTATE SECURITIES FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3374.251 FIDELITY ADVISOR EMERGING MARKETS INCOME FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4809.184 ABSOLUTE STRATEGIES FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5425. ISHARES BARCLAYS TREASURY INFLATION PROTECTED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6225. ISHARES MSCI EMERGING MARKETS INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7150. ISHARES S&P LATIN AMERICA 40 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8500. ISHARES MSCI EAFE INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9195. ISHARES RUSSELL MIDCAP VALUE INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10850. ISHARES RUSSELL 1000 GROWTH INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11175. ISHARES RUSSELL 2000 GROWTH INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12125. ISHARES MSCI ALL COUNTRY ASIA EX-JAPAN INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13712.965 JANUS FORTY FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14402.635 MORGAN STANLEY INSTITUTIONAL FUND TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15931.298 PIMCO COMMODITY REALRETURN STRATEGY FUND-INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16461.681 PIMCO EMERGING LOCAL BOND FUND IS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17514.403 PRUDENTIAL GLOBAL REAL ESTATE FUND Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18400. SPDR S&P 500 ETF TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19325. SPDR S&P 500 ETF TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset201143.511 TARGET SMALL CAPITALIZATION VALUE PORTFOLIO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset213883.495 VANGUARD INTERMEDIATE TERM CORP FUND #71
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22150. VANGUARD MSCI EMERGING MARKETS-ETF
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