Civic Intelligence

S Orlando Somers Trust

990PF • Fiscal year 2012 • EIN 48-6262499

Jan 01, 2012 to Dec 31, 2012 • Filed on May 03, 2013

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

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

75th percentile

$6,424

Higher top officer pay than 75% of similar nonprofits.

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

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% 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 / Assets27th percentile

Assets

Down

$1,387,094

Down $53,958 (-3.7%) from 2011

Net Assets

Down

$1,387,094

Down $43,958 (-3.1%) from 2011

Liabilities

Down

$0

Down $10,000 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$69,049

Down $4,821 (-6.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

2012

Assets$1,387,094
Liabilities$0
Net Assets$1,387,094
Open 2012 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

2012

Revenue-
Expenses$69,049
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 3, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay75th 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$61,006
Filing and Contact Details

Filer

EIN
48-6262499
Raw XML AppendixShowing 400 of 408 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/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01261393
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06424
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0M WAYNE DAVIDSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10905 NW CEDAR CREEK LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LEES SUMMIT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0640811822
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct065529
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets065227
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052498
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.053187
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.049576
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.048036
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.060109
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.051583
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01242472
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101229387
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201222053
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301061236
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401276590
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501533783
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0302
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions061006
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1065388
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2060584
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3050978
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4076735
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5079117
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.262491
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions061006
IRS990PF/QualifyingDistributions/ExpensesAndContributions061006
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions061006
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0M WAYNE DAVIDSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08167655755
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10905 NW CEDAR CREEK LANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LEES SUMMIT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0640811822
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0KS
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount061006
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UMKC SCHOOL OF DENTISTRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10650 EAST 25TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0KANSAS CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode064108
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear061006
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear036191
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1024815
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted061521
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions061006
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY025330
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear024815
OtherExpensesSchedule/OtherExpenses/Description0BANKING CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome020
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue010000
OtherLiabilitiesSchedule/OtherLiabilities/Description0DISTRIB TO FIRST PRESBYTERIAN CHURCH PER FINAL TRUST
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue00
TaxesSchedule/Taxes/Amount02
TaxesSchedule/Taxes/Amount1463
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1EXCISE TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome02
TaxesSchedule/Taxes/NetInvestmentIncome1463
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/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-03
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

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
$1,387,094
Liabilities
$0
Net assets
$1,387,094
Revenue
-
Expenses
$69,049
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