Civic Intelligence

Luis a Casado Charitable Trust

990PF • Fiscal year 2013 • EIN 48-6336948

Feb 29, 2012 to Feb 28, 2013 • Filed on Jul 03, 2013

Organization Profile
PO Box One Trust Tax DeptWichita, KS 67201
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

60th percentile

$40,234

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

24th percentile

-3.4%

Faster asset growth than 24% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,255,446

Down $79,950 (-3.4%) from 2012

Net Assets

Down

$2,255,446

Down $32,229 (-1.4%) from 2012

Liabilities

Down

$1

Down $47,720 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin17th percentile

Revenue

$153,772

No earlier filing loaded for comparison.

Expenses

Up

$186,001

Up $7,888 (+4.4%) from 2012

Net Income

-$32,229

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,192,670Liabilities 2010: $0Net Assets 2010: $2,192,6702010Assets 2011: $2,288,946Liabilities 2011: $6,173Net Assets 2011: $2,282,7732011Assets 2012: $2,335,396Liabilities 2012: $47,721Net Assets 2012: $2,287,6752012Assets 2013: $2,255,446Liabilities 2013: $1Net Assets 2013: $2,255,4462013Assets 2014: $2,726,084Liabilities 2014: $0Net Assets 2014: $2,726,0842014Assets 2015: $2,740,343Liabilities 2015: $3,984Net Assets 2015: $2,736,3592015Assets 2016: $2,644,758Liabilities 2016: $10,152Net Assets 2016: $2,634,6062016Assets 2017: $2,579,909Liabilities 2017: $6,967Net Assets 2017: $2,572,9422017Assets 2019: $2,617,188Liabilities 2019: $5,458Net Assets 2019: $2,611,7302019Assets 2020: $2,580,804Liabilities 2020: $6,434Net Assets 2020: $2,574,3702020Assets 2021: $2,618,462Liabilities 2021: $5,893Net Assets 2021: $2,612,5692021Assets 2025: $2,787,053Liabilities 2025: $0Net Assets 2025: $2,787,0532025

Highlighted filing

2013

Assets$2,255,446
Liabilities$1
Net Assets$2,255,446
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $172,4562010Expenses 2011: $168,3202011Expenses 2012: $178,1132012Revenue 2013: $153,772Expenses 2013: $186,001Net Income 2013: -$32,2292013Revenue 2014: $637,885Expenses 2014: $167,247Net Income 2014: $470,6382014Revenue 2015: $203,174Expenses 2015: $192,899Net Income 2015: $10,2752015Revenue 2016: $57,963Expenses 2016: $159,716Net Income 2016: -$101,7532016Revenue 2017: $97,782Expenses 2017: $159,446Net Income 2017: -$61,6642017Revenue 2019: $105,152Expenses 2019: $166,354Net Income 2019: -$61,2022019Revenue 2020: $122,112Expenses 2020: $159,472Net Income 2020: -$37,3602020Revenue 2021: $209,303Expenses 2021: $171,516Net Income 2021: $37,7872021Revenue 2025: $242,328Expenses 2025: $310,789Net Income 2025: -$68,4612025

Highlighted filing

2013

Revenue$153,772
Expenses$186,001
Net Income-$32,229
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Feb 29, 2012 to Feb 28, 2013
Signed
Jul 3, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$40,234-$40,234
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRIENDS UNIVERSITYEDUCATIONPUBLICWICHITA, KS, US$50,742
Paid GrantWILLIAM PENN COLLEGEEDUCATIONPUBLICOSKALOOSA, IA, US$31,485
Paid GrantUNIVERSITY FRIENDS CHURCHRELIGIOUSPUBLICWICHITA, KS, US$21,594
Paid GrantFRIENDS UNITED MEETINGRELIGIOUSPUBLICRICHMOND, IN, US$18,891
Paid GrantEARLHAM COLLEGEEDUCATIONPUBLICRICHMOND, IN, US$6,297
Paid GrantTHE SALVATION ARMYCHARITABLEPUBLICKANSAS CITY, MO, US$6,297
Paid GrantMID AMERICA YEARLY MEETINGRELIGIOUSPUBLICWICHITA, KS, US$6,297
Filing and Contact Details

Filer

EIN
48-6336948
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12ABB LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13DBS GROUP HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15BROADCOM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16U S BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17BT GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18AGCO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19DISCOVER FINL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21GOOGLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23UNION PAC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28MERCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29AUTOZONE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30CVS CAREMARK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32CANON INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34PARKER HANNIFIN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38AIG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40MOSAIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41NEWELL RUBBERMAID
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42OIL STS INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43GOLDMAN SACHS HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44GOLDMAN SACHS SATELLITE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45KRAFT FOODS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46VMWARE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48BRITISH AMERN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49BARCLAYS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50TECK RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51FREEPORT MCMORAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53MONDELIZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54CHURCH & DWIGHT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55NEWFIELD EXPLORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56GOLDMAN SACHS MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57T ROWE PRICE GROWTH STK FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58AMERISOURCEBERGEN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59BROADRIDGE FINL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60HYATT HOTELS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61BAYERISCHE MOTOREN WERKE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62ANHEUSER BUSCH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63DIAGEO PLC SPONSORED ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64TRANSOCEAN LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66ALLIANCE DATA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67AGRIUM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68ASTRAZENECA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69NOVARTIS AG SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70PNC FINL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71BARRICK GOLD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73DISCOVERY COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75UPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76SWISS REINS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77BOC HONG KONG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81MATTEL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83CHICAGO BRDG & IRON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85DISCOVER FINL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86NATIONAL OILWELL VARCO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88NEWMONT MNG CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89DELL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90COLUMBIA SPORTSWEAR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91D R HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92FOMENTO ECONOMIO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93DEVON ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97SANDISK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98HONDA MTR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99FLOWSERVE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100KEPPEL LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101KIMBERLY CLARK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102HALLIBURTON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103SUNTRUST BKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104CANADIAN OIL SANDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105MARATHON OIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106IDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107LAS VEGAS SANDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108MARKET VECTORS

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,255,446
Liabilities
$1
Net assets
$2,255,446
Revenue
$153,772
Expenses
$186,001
Net income
-$32,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.24$0.31$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.01$2.61$0.21$0.17$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.01$2.57$0.12$0.16$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.01$2.61$0.11$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.58$0.01$2.57$0.10$0.16$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.01$2.63$0.06$0.16$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.20$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.64$0.17$0.47
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.15$0.19$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.34$0.05$2.29$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.29$0.01$2.28$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.17