Civic Intelligence

Unknown Organization

990PF • Fiscal year 2011 • EIN 52-1343635

Dec 01, 2010 to Nov 30, 2011 • Filed on Oct 15, 2012

Organization Profile
1512 North Johnson Street22201
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$31,025

Flat from 2011

Net Assets

$31,025

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$80

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $45,474Liabilities 2010: $02010Assets 2011: $31,025Liabilities 2011: $0Net Assets 2011: $31,0252011Assets 2011: $31,025Liabilities 2011: $12011Assets 2012: $19,067Liabilities 2012: $0Net Assets 2012: $19,0672012

Highlighted filing

2011

Assets$31,025
Liabilities$0
Net Assets$31,025
Open 2011 Filing

Operations Trend

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

$8.0K$6.0K$4.0K$2.0K$0Revenue 2010: $5,269Expenses 2010: $80Net Income 2010: $5,1892010Expenses 2011: $802011Revenue 2011: $1,766Expenses 2011: $80Net Income 2011: $1,6862011Expenses 2012: $6,7102012

Highlighted filing

2011

Revenue-
Expenses$80
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
Oct 15, 2012
Return Version
2010v3.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERSON NORDLINGER IIIOfficer-$0--
Filing and Contact Details

Filer

EIN
52-1343635
Raw XML Appendix199 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.

Path#Value
CompensationExplanation/Compensation/PersonName0GERSON NORDLINGER III
ExplnOfNonFilingWithAGStmt/Statement0THE ORGANIZATION IS REGISTERED IN THE DISTRICT OF COLUMBIA. THERE ARE NO REQUIREMENTS TO FURNISH A COPY OF THE 990-PF TO THE ATTORNEY GENERAL IN THE DISTRICT OF COLUMBIA.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue028860
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV041697
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MERRILL LYNCH 749-07486
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01766
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01766
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01766
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome01686
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm01766
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01766
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01766
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01686
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01686
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome01766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss080
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01766
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss080
IRS990PF/BalanceSheets/CashBOY0479
IRS990PF/BalanceSheets/CashEOY02165
IRS990PF/BalanceSheets/CashEOYFMV02165
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY044995
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY028860
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV041697
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY045474
IRS990PF/BalanceSheets/RetainedEarningsEOY031025
IRS990PF/BalanceSheets/TotalAssetsBOY045474
IRS990PF/BalanceSheets/TotalAssetsEOY031025
IRS990PF/BalanceSheets/TotalAssetsEOYFMV043862
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY045474
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY031025
IRS990PF/BalanceSheets/TotalNetAssetsBOY045474
IRS990PF/BalanceSheets/TotalNetAssetsEOY031025
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01686
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases016135
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal047160
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY045474
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY031025
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted02179
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02179
IRS990PF/DistributableAmount/DistributableAmountBeforeDed02179
IRS990PF/DistributableAmount/MinimumInvestmentReturn02213
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome034
IRS990PF/DistributableAmount/TotalTax034
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax034
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal034
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome034
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue034
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY043862
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets044928
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01422
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities043506
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0674
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn02213
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets044254
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets044928
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GERSON NORDLINGER III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0OFFICER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101520 N JOHNSON ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine201520 N JOHNSON ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ARLINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode022201
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct017
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets044254
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1044916
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2033490
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3041370
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4042158
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5039400
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome017
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0GERSON NORDLINGER III
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07032480280
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101520 N JOHNSON STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ARLINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0VA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode022201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0DC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102007
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202008
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear302009
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02179
IRS990PF/UndistributedIncome/PriorYear102007
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome02344
IRS990PF/UndistributedIncome/TaxableAmount102344
IRS990PF/UndistributedIncome/TaxableAmount202211
IRS990PF/UndistributedIncome/TotalForPriorYears02344
IRS990PF/UndistributedIncome/UndistributedIncomeCY02179
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear02211
OtherDecreasesSchedule/OtherDecreases/Amount016135
OtherDecreasesSchedule/OtherDecreases/Description0ADJUST COST OF SECURITIES
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome080
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome080
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks080
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0521343635
ReturnHeader/Filer/Name/BusinessNameLine10THE EXCELSIOR FUND
ReturnHeader/Filer/NameControl0EXCE
ReturnHeader/Filer/Phone07032480280
ReturnHeader/Filer/USAddress/AddressLine101512 NORTH JOHNSON STREET
ReturnHeader/Filer/USAddress/City0ARLINGTON
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022201
ReturnHeader/Officer/DateSigned02012-10-15
ReturnHeader/Officer/Name0GERSON NORDLINGER III
ReturnHeader/Officer/Phone07032480280
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-10-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RYAN & WETMORE PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101950 OLD GALLOWS ROAD SUITE 525
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0VIENNA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode022182
ReturnHeader/Preparer/Name0MICHAEL J WETMORE CPA
ReturnHeader/Preparer/Phone07032884777
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-12-01
ReturnHeader/TaxPeriodEndDate02011-11-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-10-15T13:45:28-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$31,025
Liabilities
$0
Net assets
$31,025
Revenue
-
Expenses
$80
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$6.71
2011Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$0.08
2011Summary only. Only limited summary data is available for this year.$31.0$0.00$1.77$0.08$1.69
2010Summary only. Only limited summary data is available for this year.$45.5$0.00$5.27$0.08$5.19