Civic Intelligence

Ina Calkins Trust

990PF • Fiscal year 2016 • EIN 52-6994869

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 31, 2017

Organization Profile
Bank Of America Na PO Box 831Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

3rd percentile

-282%

Higher net margin than 3% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

34th percentile

$48,835

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 53.1% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

21st percentile

-4.3%

Faster asset growth than 21% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-81%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,768,787

Down $261,031 (-4.3%) from 2015

Net Assets

Down

$5,768,787

Down $261,031 (-4.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin3rd percentile

Revenue

Down

$92,024

Down $383,482 (-81%) from 2015

Expenses

Down

$351,521

Down $4,618 (-1.3%) from 2015

Net Income

Down

-$259,497

Down $378,864 (-317%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,785,138Liabilities 2011: $02011Assets 2012: $5,988,876Liabilities 2012: $02012Assets 2013: $6,005,745Liabilities 2013: $02013Assets 2014: $6,037,705Liabilities 2014: $0Net Assets 2014: $6,037,7052014Assets 2015: $6,029,818Liabilities 2015: $0Net Assets 2015: $6,029,8182015Assets 2016: $5,768,787Liabilities 2016: $0Net Assets 2016: $5,768,7872016Assets 2017: $5,672,460Liabilities 2017: $0Net Assets 2017: $5,672,4602017Assets 2018: $5,570,900Liabilities 2018: $0Net Assets 2018: $5,570,9002018Assets 2019: $5,491,824Liabilities 2019: $0Net Assets 2019: $5,491,8242019Assets 2020: $5,461,887Liabilities 2020: $0Net Assets 2020: $5,461,8872020Assets 2021: $5,505,338Liabilities 2021: $0Net Assets 2021: $5,505,3382021Assets 2022: $5,320,613Liabilities 2022: $0Net Assets 2022: $5,320,6132022Assets 2023: $5,232,071Liabilities 2023: $0Net Assets 2023: $5,232,0712023Assets 2024: $5,542,639Liabilities 2024: $0Net Assets 2024: $5,542,6392024

Highlighted filing

2016

Assets$5,768,787
Liabilities$0
Net Assets$5,768,787
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $457,575Expenses 2011: $270,576Net Income 2011: $186,9992011Revenue 2012: $447,147Expenses 2012: $235,060Net Income 2012: $212,0872012Revenue 2013: $286,603Expenses 2013: $278,056Net Income 2013: $8,5472013Revenue 2014: $202,009Expenses 2014: $272,902Net Income 2014: -$70,8932014Revenue 2015: $475,506Expenses 2015: $356,139Net Income 2015: $119,3672015Revenue 2016: $92,024Expenses 2016: $351,521Net Income 2016: -$259,4972016Revenue 2017: $239,111Expenses 2017: $333,189Net Income 2017: -$94,0782017Revenue 2018: $261,935Expenses 2018: $361,665Net Income 2018: -$99,7302018Revenue 2019: $284,216Expenses 2019: $364,638Net Income 2019: -$80,4222019Revenue 2020: $328,322Expenses 2020: $359,719Net Income 2020: -$31,3972020Revenue 2021: $418,968Expenses 2021: $376,657Net Income 2021: $42,3112021Revenue 2022: $251,482Expenses 2022: $435,627Net Income 2022: -$184,1452022Revenue 2023: $304,316Expenses 2023: $392,992Net Income 2023: -$88,6762023Revenue 2024: $691,209Expenses 2024: $380,422Net Income 2024: $310,7872024

Highlighted filing

2016

Revenue$92,024
Expenses$351,521
Net Income-$259,497
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 31, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$48,835-$48,835
LISA JONES SCHELLHORN - CO BOABoard Member-$0--
BETSY R HUGHES - CO BOABoard Member-$0--
ROBERT N SAWYER - CO BOABoard Member-$0--
HELEN C EMMOTT RN - CO BOABoard Member-$0--
LINDA B LYON - CO BOABoard Member-$0--
THOMAS J TURNER - CO BOABoard Member-$0--
MICHAEL C KIRK - CO BOABoard President-$0--
MRS CAPPY POWELL - CO BOABoard Member-$0--
KEVIN JONES - CO BOABoard Member-$0--
JACK OVEL - CO BOABoard Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Ina Calkins Trust
EIN
52-6994869
Phone
8003577094
Address
BANK OF AMERICA NA PO BOX 831, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
8003577094
Signed
2017-03-31
Raw XML AppendixShowing 400 of 637 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01265
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/DistributableAmountGrp/TotalTaxAmt01053
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01056
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BETSY R HUGHES - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT N SAWYER - CO BOA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5LINDA B LYON - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6THOMAS J TURNER - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MICHAEL C KIRK - CO BOA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MRS CAPPY POWELL - CO BOA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10JACK OVEL - CO BOA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9BOARD MEMBER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0641219119
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4641219119
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd8641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd9641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd10641219119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0235298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0236351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0317640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0232684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0232282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0196754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0237072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.035318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.037028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.033536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05986158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06353252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06588323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06273092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05866977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05831238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0313749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.196534
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0312696
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0313749
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01053
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0313749
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01200 MAIN ST 14TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KANSAS CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0641052100
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,768,787
Liabilities
$0
Net assets
$5,768,787
Revenue
$92,024
Expenses
$351,521
Net income
-$259,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.69$0.38$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.30$0.39$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.25$0.44$0.18
2021Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.42$0.38$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.33$0.36$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.28$0.36$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.26$0.36$0.10
2017Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.24$0.33$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.09$0.35$0.26
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.48$0.36$0.12
2014Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.20$0.27$0.07
2013Summary only. Only limited summary data is available for this year.$6.01$0.00$0.29$0.28$0.01
2012Summary only. Only limited summary data is available for this year.$5.99$0.00$0.45$0.24$0.21
2011Summary only. Only limited summary data is available for this year.$5.79$0.00$0.46$0.27$0.19