Civic Intelligence

Pete Morgan Foundation Trust

990PF • Fiscal year 2012 • EIN 47-0833529

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

Organization Profile
1520 W Canal Court Ste 22080120
Siviq Scores

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

Liabilities / Assets

91st percentile

0.83x

Higher debt load relative to assets than 91% of similar nonprofits.

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

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

Asset Growth

71st percentile

6.8%

Faster asset growth than 71% 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.

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$4,401,353

Up $281,877 (+6.8%) from 2011

Net Assets

Up

$750,622

Up $2,215,127 (+151%) from 2011

Liabilities

Down

$3,650,731

Down $1,933,250 (-35%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

-$107

Down $35,138,991 (-100%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,119,476Liabilities 2011: $5,583,981Net Assets 2011: -$1,464,5052011Assets 2012: $4,401,353Liabilities 2012: $3,650,731Net Assets 2012: $750,6222012Assets 2013: $1,602,535Liabilities 2013: $175,000Net Assets 2013: $1,427,5352013Assets 2014: $3,449,891Liabilities 2014: $0Net Assets 2014: $3,449,8912014Assets 2015: $3,505,834Liabilities 2015: $0Net Assets 2015: $3,505,8342015Assets 2016: $3,380,889Liabilities 2016: $0Net Assets 2016: $3,380,8892016Assets 2017: $3,442,248Liabilities 2017: $0Net Assets 2017: $3,442,2482017Assets 2018: $3,437,540Liabilities 2018: $0Net Assets 2018: $3,437,5402018Assets 2019: $2,878,809Liabilities 2019: $0Net Assets 2019: $2,878,8092019Assets 2020: $2,650,690Liabilities 2020: $0Net Assets 2020: $2,650,6902020Assets 2021: $1,580,035Liabilities 2021: $0Net Assets 2021: $1,580,0352021Assets 2022: $1,020,941Liabilities 2022: $0Net Assets 2022: $1,020,9412022Assets 2023: $843,345Liabilities 2023: $0Net Assets 2023: $843,3452023Assets 2024: $695,030Liabilities 2024: $0Net Assets 2024: $695,0302024

Highlighted filing

2012

Assets$4,401,353
Liabilities$3,650,731
Net Assets$750,622
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $35,138,8842011Expenses 2012: -$1072012Revenue 2013: $1,813,331Expenses 2013: $507,294Net Income 2013: $1,306,0372013Revenue 2014: $2,050,305Expenses 2014: $27,949Net Income 2014: $2,022,3562014Revenue 2015: $73,088Expenses 2015: $17,145Net Income 2015: $55,9432015Revenue 2016: $86,637Expenses 2016: $211,582Net Income 2016: -$124,9452016Revenue 2017: $134,251Expenses 2017: $72,892Net Income 2017: $61,3592017Revenue 2018: $111,144Expenses 2018: $115,852Net Income 2018: -$4,7082018Revenue 2019: $252,300Expenses 2019: $811,031Net Income 2019: -$558,7312019Revenue 2020: $378,801Expenses 2020: $606,920Net Income 2020: -$228,1192020Revenue 2021: $792,859Expenses 2021: $1,901,606Net Income 2021: -$1,108,7472021Revenue 2022: $367,668Expenses 2022: $882,170Net Income 2022: -$514,5022022Revenue 2023: $261,592Expenses 2023: $445,688Net Income 2023: -$184,0962023Revenue 2024: $271,185Expenses 2024: $419,500Net Income 2024: -$148,3152024

Highlighted filing

2012

Revenue-
Expenses-$107
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C EDWARD MCVANEY TRUSTEETrustee-$0--
Filing and Contact Details

Filer

EIN
47-0833529
Raw XML Appendix335 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue058744
InvestmentsOtherSchedule2/InvestmentsOther/BookValue12300000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0RAPTOR GLOBAL PORTFOLIO LIQUIDATING TR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1RAPTOR PRIVATE HOLDINGS LTD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2KING STREET CAPITAL LTD
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IRS990PF/UndistributedIncome/AppliedToCurrentYear07200
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0162021
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1033909689
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201261003
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301401076
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401187364
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5014838008
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0154821
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0154821
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5014683187
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear037759132
IRS990PF/UndistributedIncome/ExcessFromYear1033909689
IRS990PF/UndistributedIncome/ExcessFromYear201261003
IRS990PF/UndistributedIncome/ExcessFromYear301401076
IRS990PF/UndistributedIncome/ExcessFromYear401187364
IRS990PF/UndistributedIncome/QualifyingDistributions07200
IRS990PF/UndistributedIncome/TotalCorpus052442319
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover052597140
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0727631
IRS990ScheduleB/ContributorInfo/AggregateContributions11211966
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine101520 W CANAL CT 220
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine111520 W CANAL CT 220
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0LITTLETON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1LITTLETON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1CO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode080120
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode180120
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10MCVANEY INVESTMENT PARTNERSHIP
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine11MCVANEY INVESTMENT PARTNERSHIP
IRS990ScheduleB/ContributorInfo/ContributorNumber02
IRS990ScheduleB/ContributorInfo/ContributorNumber11
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI02
IRS990ScheduleB/NoncashProperty/DateReceived02012-12-21
IRS990ScheduleB/NoncashProperty/FairMarketValue0727631
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription01413 SHARES APPLE INC COMMON STOCK
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount0593916
OtherDecreasesSchedule/OtherDecreases/Description0EXCESS OF FMV OVER BASIS ON STOCK CONTRIB RCVD
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue05583981
OtherLiabilitiesSchedule/OtherLiabilities/Description0Short term loan from a private fdn
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue03650731
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05637
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0UNION BANK CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome05637
TaxesSchedule/Taxes/Amount010000
TaxesSchedule/Taxes/Amount144544
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX ESTIMATED TAXES
TaxesSchedule/Taxes/Category1EXCISE TAX REFUND
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0470833529
ReturnHeader/Filer/Name/BusinessNameLine10PETE MORGAN FOUNDATION TRUST
ReturnHeader/Filer/NameControl0PETE
ReturnHeader/Filer/Phone03032972142
ReturnHeader/Filer/USAddress/AddressLine101520 W CANAL COURT STE 220
ReturnHeader/Filer/USAddress/City0LITTLETON
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080120
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-15
ReturnHeader/Officer/Name0C EDWARD MCVANEY
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Sprinkle & Associates LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101520 West Canal Court Suite 220
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Littleton
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode080120
ReturnHeader/Preparer/Name0Stan G Sprinkle
ReturnHeader/Preparer/Phone03032972121
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T11:09:57-08:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,401,353
Liabilities
$3,650,731
Net assets
$750,622
Revenue
-
Expenses
-$107
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.27$0.42$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.26$0.45$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.37$0.88$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.79$1.90$1.11
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.38$0.61$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.25$0.81$0.56
2018Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.11$0.12$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.13$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.09$0.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.07$0.02$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$2.05$0.03$2.02
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.18$1.43$1.81$0.51$1.31
2012Detailed filing. Detailed filing data is available for this year.$4.40$3.65$0.75$0.00
2011Detailed filing. Detailed filing data is available for this year.$4.12$5.58$1.46$35.1