Civic Intelligence

Evan G Roberts Charitable Trust

990PF • Fiscal year 2011 • EIN 55-6016455

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

PO Box 179325326
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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

63rd percentile

3.6%

Faster asset growth than 63% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$2,532,893

Up $88,350 (+3.6%) from 2010

Net Assets

Up

$2,532,893

Up $88,350 (+3.6%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$118,004

Down $65,391 (-36%) from 2010

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,444,543Liabilities 2010: $0Net Assets 2010: $2,444,5432010Assets 2011: $2,532,893Liabilities 2011: $0Net Assets 2011: $2,532,8932011Assets 2012: $2,594,626Liabilities 2012: $0Net Assets 2012: $2,594,6262012Assets 2013: $2,595,986Liabilities 2013: $0Net Assets 2013: $2,595,9862013Assets 2014: $2,521,622Liabilities 2014: $0Net Assets 2014: $2,521,6222014Assets 2015: $2,592,735Liabilities 2015: $0Net Assets 2015: $2,592,7352015Assets 2016: $2,611,093Liabilities 2016: $0Net Assets 2016: $2,611,0932016Assets 2017: $2,768,189Liabilities 2017: $0Net Assets 2017: $2,768,1892017Assets 2018: $2,898,396Liabilities 2018: $0Net Assets 2018: $2,898,3962018Assets 2019: $2,875,939Liabilities 2019: $0Net Assets 2019: $2,875,9392019Assets 2020: $3,057,138Liabilities 2020: $0Net Assets 2020: $3,057,1382020Assets 2021: $2,932,136Liabilities 2021: $0Net Assets 2021: $2,932,1362021Assets 2022: $3,167,663Liabilities 2022: $0Net Assets 2022: $3,167,6632022Assets 2023: $2,933,865Liabilities 2023: $0Net Assets 2023: $2,933,8652023Assets 2024: $2,864,021Liabilities 2024: $0Net Assets 2024: $2,864,0212024

Highlighted filing

2011

Assets$2,532,893
Liabilities$0
Net Assets$2,532,893

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $183,3952010Expenses 2011: $118,0042011Expenses 2012: $138,3772012Revenue 2013: $165,034Expenses 2013: $163,674Net Income 2013: $1,3602013Revenue 2014: $133,874Expenses 2014: $208,238Net Income 2014: -$74,3642014Revenue 2015: $188,791Expenses 2015: $117,678Net Income 2015: $71,1132015Revenue 2016: $158,287Expenses 2016: $139,929Net Income 2016: $18,3582016Revenue 2017: $318,622Expenses 2017: $161,526Net Income 2017: $157,0962017Revenue 2018: $281,706Expenses 2018: $151,499Net Income 2018: $130,2072018Revenue 2019: $132,980Expenses 2019: $155,437Net Income 2019: -$22,4572019Revenue 2020: $341,797Expenses 2020: $160,598Net Income 2020: $181,1992020Revenue 2021: $84,603Expenses 2021: $209,605Net Income 2021: -$125,0022021Revenue 2022: $399,198Expenses 2022: $162,984Net Income 2022: $236,2142022Revenue 2023: -$30,122Expenses 2023: $203,676Net Income 2023: -$233,7982023Revenue 2024: $151,804Expenses 2024: $221,648Net Income 2024: -$69,8442024

Highlighted filing

2011

Revenue-
Expenses$118,004
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANCH BANKING TRUST COCo-Trustee-$30,278-$30,278
DAVID C ROGERSONCo-Trustee-$10,214-$10,214
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARSHALL COUNTY COMMISSIONAED'S FOR 15 VOL FIRE DEPARTMENTSMUNICIPALITYMOUNDSVILLE, WV, US$18,290
Paid GrantMARSHALL COUNTY BOARD OF EDUCATIONJMHS FOOTBALL BOOSTERSSCHOOLMOUNDSVILLE, WV, US$16,900
Paid GrantST FRANCIS XAVIER SCHOOLINTERACTIVE SMARTBOARDSSCHOOLMOUNDSVILLE, WV, US$12,800
Paid GrantFIRST PRESBYTERIAN CHURCHBUILDING RENOVATIONCHURCHMOUNDSVILLE, WV, US$10,594
Paid GrantOUR LADY OF PEACE SCHOOLHEALTH/SCIENCE PROGRAMSCHOOLWHEELING, WV, US$5,100
Paid GrantMOUNDSVILLE-MARSHALL CO PUBLIC LIBRARYSUMMER READING PROGRAMPUBLIC LIBRARYMOUNDSVILLE, WV, US$5,040
Paid GrantMARSHALL COUNTY BOARD OF EDUCATIONCAMERON MIDDLE SCHOOL HELMETSCOUNTY BOARD OF EDUCMOUNDSVILLE, WV, US$4,910
Paid GrantMARSHALL COUNTY BOARD OF EDUCATIONCAMERON HIGH SCHOOL UNIFORMSCOUNTY BOARD OF EDUCMOUNDSVILLE, WV, US$3,600
Filing and Contact Details

Filer

EIN
55-6016455
Raw XML AppendixShowing 400 of 1,544 raw XML fields

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92580 SHS WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock933,741.721 SHS WESTCORE SELECT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock948,555.418 SHS LAZARD EMERGING MARKETS
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount019
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IRS990PF/BalanceSheets/CashBOY020
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IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01944378
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2115235
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis295254
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis307898

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.15$0.22$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.03$0.20$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.40$0.16$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.08$0.21$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.34$0.16$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.13$0.16$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.28$0.15$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.32$0.16$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.16$0.14$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.19$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.13$0.21$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.17$0.16$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.12
2010Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.18