Civic Intelligence

S Orlando Somers Trust

990PF • Fiscal year 2011 • EIN 48-6262499

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 06, 2012

Organization Profile
905 NW Cedar Creek Lane64081-1822
Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2011 filings • $1M-$5M 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

72nd percentile

$6,424

Higher top officer pay than 72% of similar nonprofits.

2011 filings • $1M-$5M 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.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$1,441,052

No earlier filing loaded for comparison.

Net Assets

$1,431,052

No earlier filing loaded for comparison.

Liabilities

$10,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$73,870

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $1,441,052Liabilities 2011: $10,000Net Assets 2011: $1,431,0522011Assets 2012: $1,387,094Liabilities 2012: $0Net Assets 2012: $1,387,0942012Assets 2013: $1,381,124Liabilities 2013: $0Net Assets 2013: $1,381,1242013Assets 2014: $1,442,295Liabilities 2014: $0Net Assets 2014: $1,442,2952014Assets 2015: $1,450,529Liabilities 2015: $0Net Assets 2015: $1,450,5292015Assets 2016: $1,414,914Liabilities 2016: $0Net Assets 2016: $1,414,9142016Assets 2017: $1,432,967Liabilities 2017: $0Net Assets 2017: $1,432,9672017Assets 2018: $1,461,970Liabilities 2018: $0Net Assets 2018: $1,461,9702018Assets 2019: $1,444,428Liabilities 2019: $0Net Assets 2019: $1,444,4282019Assets 2020: $1,354,878Liabilities 2020: $0Net Assets 2020: $1,354,8782020Assets 2021: $1,410,990Liabilities 2021: $0Net Assets 2021: $1,410,9902021Assets 2022: $1,368,802Liabilities 2022: $0Net Assets 2022: $1,368,8022022Assets 2023: $1,324,610Liabilities 2023: $0Net Assets 2023: $1,324,6102023Assets 2024: $1,310,791Liabilities 2024: $0Net Assets 2024: $1,310,7912024

Highlighted filing

2011

Assets$1,441,052
Liabilities$10,000
Net Assets$1,431,052
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $73,8702011Expenses 2012: $69,0492012Revenue 2013: $69,103Expenses 2013: $75,073Net Income 2013: -$5,9702013Revenue 2014: $150,658Expenses 2014: $89,487Net Income 2014: $61,1712014Revenue 2015: $17,538Expenses 2015: $9,304Net Income 2015: $8,2342015Revenue 2016: $53,845Expenses 2016: $89,460Net Income 2016: -$35,6152016Revenue 2017: $90,167Expenses 2017: $72,988Net Income 2017: $17,1792017Revenue 2018: $108,639Expenses 2018: $78,546Net Income 2018: $30,0932018Revenue 2019: $67,832Expenses 2019: $85,374Net Income 2019: -$17,5422019Revenue 2020: -$17,939Expenses 2020: $72,151Net Income 2020: -$90,0902020Revenue 2021: $153,319Expenses 2021: $97,240Net Income 2021: $56,0792021Revenue 2022: $63,270Expenses 2022: $105,169Net Income 2022: -$41,8992022Revenue 2023: $40,192Expenses 2023: $84,133Net Income 2023: -$43,9412023Revenue 2024: $77,113Expenses 2024: $91,158Net Income 2024: -$14,0452024

Highlighted filing

2011

Revenue-
Expenses$73,870
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 6, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M WAYNE DAVIDSONTrustee-$6,424-$6,424
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUMKC SCHOOL OF DENTISTRYEDUCATIONAL-KANSAS CITY, MO, US$65,851
Filing and Contact Details

Filer

EIN
48-6262499
Raw XML Appendix318 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/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY024815
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear029660
OtherExpensesSchedule/OtherExpenses/Description0BANKING CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0120
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0120
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue010000
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue1255
OtherLiabilitiesSchedule/OtherLiabilities/Description0DISTRIB TO FIRST PRESBYTERIAN CHURCH PER FINAL TRUST
OtherLiabilitiesSchedule/OtherLiabilities/Description1PAYABLE TO TRUSTEE FOR ESTIMATES MADE
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue010000
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue10
TaxesSchedule/Taxes/Amount074
TaxesSchedule/Taxes/Amount1267
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1EXCISE TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome074
TaxesSchedule/Taxes/NetInvestmentIncome1267
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0486262499
ReturnHeader/Filer/Name/BusinessNameLine10S ORLANDO SOMERS TRUST
ReturnHeader/Filer/NameControl0SORL
ReturnHeader/Filer/Phone08167655755
ReturnHeader/Filer/USAddress/AddressLine10905 NW CEDAR CREEK LANE
ReturnHeader/Filer/USAddress/City0LEES SUMMIT
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode0640811822
ReturnHeader/Officer/DateSigned02012-11-06
ReturnHeader/Officer/Name0M WAYNE DAVIDSON
ReturnHeader/Officer/Phone08167655755
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0460566004
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Pool & Associate Chartered
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10528 Commercial St
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Emporia
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0KS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode066801
ReturnHeader/Preparer/Name0Jon D Pool CPA
ReturnHeader/Preparer/Phone06202081040
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-06T11:10:12-06:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,441,052
Liabilities
$10,000
Net assets
$1,431,052
Revenue
-
Expenses
$73,870
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.02$0.07$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.11$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.09$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.02$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.15$0.09$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.43$0.07