Civic Intelligence

Nellie B Walrath Residual Trust UW

990PF • Fiscal year 2011 • EIN 51-6179755

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 25, 2012

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

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

96th percentile

$42,968

Higher top officer pay than 96% 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 / Assets26th percentile

Assets

$3,796,486

No earlier filing loaded for comparison.

Net Assets

$3,796,486

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$227,598

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,796,486Liabilities 2011: $0Net Assets 2011: $3,796,4862011Assets 2012: $3,714,838Liabilities 2012: $0Net Assets 2012: $3,714,8382012Assets 2013: $3,754,241Liabilities 2013: $02013Assets 2014: $3,786,801Liabilities 2014: $02014Assets 2015: $3,797,099Liabilities 2015: $02015Assets 2018: $3,978,795Liabilities 2018: $0Net Assets 2018: $3,978,7952018Assets 2019: $3,902,429Liabilities 2019: $0Net Assets 2019: $3,902,4292019Assets 2020: $3,675,871Liabilities 2020: $0Net Assets 2020: $3,675,8712020Assets 2021: $3,648,435Liabilities 2021: $0Net Assets 2021: $3,648,4352021Assets 2022: $3,520,537Liabilities 2022: $0Net Assets 2022: $3,520,5372022Assets 2023: $3,364,438Liabilities 2023: $0Net Assets 2023: $3,364,4382023Assets 2024: $3,381,509Liabilities 2024: $0Net Assets 2024: $3,381,5092024

Highlighted filing

2011

Assets$3,796,486
Liabilities$0
Net Assets$3,796,486
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2011: $227,5982011Expenses 2012: $229,8862012Revenue 2013: $268,310Expenses 2013: $237,389Net Income 2013: $30,9212013Revenue 2014: $290,506Expenses 2014: $247,078Net Income 2014: $43,4282014Revenue 2015: $208,871Expenses 2015: $212,254Net Income 2015: -$3,3832015Revenue 2018: $284,929Expenses 2018: $319,433Net Income 2018: -$34,5042018Revenue 2019: $276,407Expenses 2019: $338,157Net Income 2019: -$61,7502019Revenue 2020: $123,819Expenses 2020: $359,289Net Income 2020: -$235,4702020Revenue 2021: $351,302Expenses 2021: $367,817Net Income 2021: -$16,5152021Revenue 2022: $192,833Expenses 2022: $337,071Net Income 2022: -$144,2382022Revenue 2023: $127,000Expenses 2023: $277,802Net Income 2023: -$150,8022023Revenue 2024: $260,813Expenses 2024: $244,291Net Income 2024: $16,5222024

Highlighted filing

2011

Revenue-
Expenses$227,598
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 25, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$42,968-$42,968
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHISTORICAL SOCIETY OF DELAWAREGENERAL SUPPORTPUBLIC EXEMPTWILMINGTON, DE, US$42,860
Paid GrantDELAWARE CURATIVE WORKSHOPGENERAL SUPPORTPUBLIC EXEMPTWILMINGTON, DE, US$42,860
Paid GrantTHE GRAND OPERA HOUSEGENERAL SUPPORTPUBLIC EXEMPTWILMINGTON, DE, US$42,860
Paid GrantDELAWARE ZOOLOGICAL SOCIETY INCGENERAL SUPPORTPUBLIC EXEMPTWILMINGTON, DE, US$42,860
Paid GrantPENINSULA UNITED METHODIST HOMESGENERAL SUPPORTPUBLIC EXEMPTHOCKESSIN, DE, US$5,000
Filing and Contact Details

Filer

EIN
51-6179755
Raw XML AppendixShowing 400 of 522 raw XML fields

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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases012494
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03808671
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03877258
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03796486
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances061335
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04539845
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable069018
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0226608
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation042968
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 WEST WT HARRIS BLVD D1114 044
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0282881161
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050718
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.253591
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0191611
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0191611
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0191611
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03367478186
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 W 4TH ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINSTON SALEM
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0271014047
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0DE
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount042860
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount142860
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount342860
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount442860
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,796,486
Liabilities
$0
Net assets
$3,796,486
Revenue
-
Expenses
$227,598
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.26$0.24$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.13$0.28$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.19$0.34$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.35$0.37$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.12$0.36$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.28$0.34$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.28$0.32$0.03
2015Summary only. Only limited summary data is available for this year.$3.80$0.00$0.21$0.21$0.00
2014Summary only. Only limited summary data is available for this year.$3.79$0.00$0.29$0.25$0.04
2013Summary only. Only limited summary data is available for this year.$3.75$0.00$0.27$0.24$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.23