Civic Intelligence

Mabel H Flory Charitable Trust

990PF • Fiscal year 2013 • EIN 54-6207168

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 11, 2013

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

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

63rd percentile

$11,372

Higher top officer pay than 63% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$554,773

Up $5,907 (+1.1%) from 2012

Net Assets

Up

$554,773

Up $5,907 (+1.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$47,432

Up $2,234 (+4.9%) from 2012

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.

$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

2013

Assets$554,773
Liabilities$0
Net Assets$554,773

Operations Trend

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

2013

Revenue-
Expenses$47,432
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 11, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$11,372-$11,372
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFOUNDATION FIGHTING BLINDNESSRESEARCHCHARITYCOLUMBIA, MD, US$15,000
Paid GrantARTHRITIS FOUNDATIONRESEARCHCHARITYWASHINGTON, DC, US$10,000
Paid GrantKESSLER FOUNDATIONRESEARCHCHARITYWEST ORANGE, NJ, US$10,000
Filing and Contact Details

Filer

EIN
54-6207168
Raw XML AppendixShowing 400 of 597 raw XML fields

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19120. WASTE MANAGEMENT INC NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20100. JOHN WILEY & SONS INC. CLASS A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21144. ARCH CAPITAL GROUP LTD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22.008 KINDER MORGAN MANAGEMENT LLC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25.931 KINDER MORGAN MANAGEMENT LLC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26447.534 CREDIT SUISSE COMMODITY RETURN STRATEGY INSTITUTIONAL SHS FD 2
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2880. IMPERIAL OIL LTD COMMON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29314.102 PIMCO PIMS FOREIGN BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30200. PEARSON PLC SPONSORED ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset311165.413 STERLING CAPITAL TOTAL RETURN BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset321475.769 AMERICAN CENTURY DIVERSIFIED BOND FUND #
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3317.746 COHEN & STEERS REALTY SHARES INSTITUTION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34114.537 COHEN & STEERS REALTY SHARES INSTITUTION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35540.251 CREDIT SUISSE COMMODITY RETURN STRATEGY INSTITUTIONAL SHS FD 2
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37200.569 OPPENHEIMER DEVELOPING MARKETS FUND CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset381336.357 PIMCO TOTAL RETURN FUND 35
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40405.917 STERLING CAPITAL INTERMEDIATE U.S. GOVERNMENT FUND INST CL FUN
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses203533
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2316
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses24-353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2519
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice404205
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses05750
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0135
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0292
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0554908
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0548866
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0554773
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted034525
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj034525
IRS990PF/DistributableAmount/DistributableAmountBeforeDed034525
IRS990PF/DistributableAmount/MinimumInvestmentReturn034939
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0414
IRS990PF/DistributableAmount/TotalTax0414
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0114
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0528
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0414
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0114
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0414
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0528
IRS990PF/FMVAssetsEOY0700592
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0709427
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances021970
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0687457
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable010641

Document Assets

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Filings

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