Civic Intelligence

Mabel H Flory Charitable Trust

990PF • Fiscal year 2010 • EIN 54-6207168

Jul 01, 2009 to Jun 30, 2010 • Filed on Sep 01, 2010

Organization Profile
PO Box 2907 - Trust Tax Dept27894-2907
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

92nd percentile

$10,551

Higher top officer pay than 92% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets31st percentile

Assets

$527,221

No earlier filing loaded for comparison.

Net Assets

$527,221

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

$32,185

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.

$800K$600K$400K$200K$0Assets 2010: $527,221Liabilities 2010: $0Net Assets 2010: $527,2212010Assets 2011: $530,404Liabilities 2011: $0Net Assets 2011: $530,4042011Assets 2012: $548,866Liabilities 2012: $0Net Assets 2012: $548,8662012Assets 2013: $554,773Liabilities 2013: $0Net Assets 2013: $554,7732013Assets 2014: $562,440Liabilities 2014: $0Net Assets 2014: $562,4402014Assets 2015: $568,662Liabilities 2015: $0Net Assets 2015: $568,6622015Assets 2016: $577,007Liabilities 2016: $0Net Assets 2016: $577,0072016Assets 2017: $621,747Liabilities 2017: $0Net Assets 2017: $621,7472017Assets 2018: $591,501Liabilities 2018: $0Net Assets 2018: $591,5012018Assets 2019: $567,087Liabilities 2019: $0Net Assets 2019: $567,0872019Assets 2020: $570,139Liabilities 2020: $0Net Assets 2020: $570,1392020Assets 2021: $601,311Liabilities 2021: $0Net Assets 2021: $601,3112021Assets 2022: $645,054Liabilities 2022: $0Net Assets 2022: $645,0542022Assets 2023: $574,516Liabilities 2023: $0Net Assets 2023: $574,5162023Assets 2024: $572,721Liabilities 2024: $0Net Assets 2024: $572,7212024Assets 2025: $590,239Liabilities 2025: $0Net Assets 2025: $590,2392025

Highlighted filing

2010

Assets$527,221
Liabilities$0
Net Assets$527,221
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $32,1852010Expenses 2011: $44,3412011Expenses 2012: $45,1982012Expenses 2013: $47,4322013Revenue 2014: $56,552Expenses 2014: $48,782Net Income 2014: $7,7702014Revenue 2015: $56,402Expenses 2015: $49,355Net Income 2015: $7,0472015Revenue 2016: $52,739Expenses 2016: $45,112Net Income 2016: $7,6272016Revenue 2017: $88,627Expenses 2017: $43,961Net Income 2017: $44,6662017Revenue 2018: $75,478Expenses 2018: $106,449Net Income 2018: -$30,9712018Revenue 2019: $28,569Expenses 2019: $51,830Net Income 2019: -$23,2612019Revenue 2020: $45,385Expenses 2020: $42,325Net Income 2020: $3,0602020Revenue 2021: $71,553Expenses 2021: $40,237Net Income 2021: $31,3162021Revenue 2022: $56,381Expenses 2022: $12,244Net Income 2022: $44,1372022Revenue 2023: $4,596Expenses 2023: $75,067Net Income 2023: -$70,4712023Revenue 2024: $11,451Expenses 2024: $22,003Net Income 2024: -$10,5522024Revenue 2025: $44,454Expenses 2025: $26,863Net Income 2025: $17,5912025

Highlighted filing

2010

Revenue-
Expenses$32,185
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Sep 1, 2010
Return Version
2009v1.3
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$10,551-$10,551
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGEORGETOWN UNIVERSITYRESEARCH FOR NEW CURESCHARITYWASHINGTON, DC, US$7,000
Paid GrantARTHRITIS FOUNDATIONRESEARCHCHARITYWASHINGTON, DC, US$7,000
Paid GrantUNIVERSITY OF VIRGINIAGENERAL FUNDINGCHARITYCHARLOTTESVILLE, VA, US$7,000
Filing and Contact Details

Filer

EIN
54-6207168
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104TELEDYNE TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105TESCO PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108UNILEVER PLC-SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112WHITING PETROLUEM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock113WILEY. JOHN & SONS INC, CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock114WOLVERINE WORLD WIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock115ARCH CAPITAL GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock116COVIDIEN PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock117TRANSOCEAN LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock118AMPHENOL CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock119BANCO SANTANDER CENT HISPANO
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue112698
InvestmentsOtherSchedule2/InvestmentsOther/BookValue228649
InvestmentsOtherSchedule2/InvestmentsOther/BookValue37845
InvestmentsOtherSchedule2/InvestmentsOther/BookValue413567
InvestmentsOtherSchedule2/InvestmentsOther/BookValue59574
InvestmentsOtherSchedule2/InvestmentsOther/BookValue66484
InvestmentsOtherSchedule2/InvestmentsOther/BookValue73387
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0FORWARD INTER'L SMALL CO #111
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1ISHARES MSCI EAFE SM CAP INDEX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2LAZARD EMERGING MKTS #638
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3ISHARES MSCI EAFE INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4ISHARES S&P MIDCAP 400 INDEX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5ISHARES RUSSELL 2000 INDEX FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6S&P 500 DEPOSITORY RECEIPT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7FIDELITY ADVISOR STRATEGIC INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8DODGE & COX INCOME FD #147
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9BB&T INTER US GOVT #341
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10BB&T TOTAL RETURN BOND #342
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11BB&T NC INTER TAX-FREE #345
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12FEDERATED HIGH YIELD BD #900
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13FEDERATED MORTGAGE INST'L #835
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14ISHARES LEHMAN CREDIT BOND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15PIMCO LOW DURATIONS FD #36
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16PIMCO FOREIGN BOND FD #103
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17TCW TOTAL RETURN BOND #4728
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18SPDR GOLD TRUST
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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$527,221
Liabilities
$0
Net assets
$527,221
Revenue
-
Expenses
$32,185
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.44$0.27$0.18
2024Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.11$0.22$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.05$0.75$0.70
2022Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.56$0.12$0.44
2021Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.72$0.40$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.45$0.42$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.29$0.52$0.23
2018Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.75$1.06$0.31
2017Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.89$0.44$0.45
2016Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.53$0.45$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.56$0.49$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.57$0.49$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.47
2012Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.45
2011Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.44
2010Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.32