Civic Intelligence

Evan G Roberts Charitable Trust

990PF • Fiscal year 2012 • EIN 55-6016455

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

Organization Profile
PO Box 179325326
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

58th percentile

2.4%

Faster asset growth than 58% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,594,626

Up $61,733 (+2.4%) from 2011

Net Assets

Up

$2,594,626

Up $61,733 (+2.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$138,377

Up $20,373 (+17%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2012

Assets$2,594,626
Liabilities$0
Net Assets$2,594,626
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$138,377
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANCH BANKING TRUST COCo-Trustee-$28,147-$28,147
DAVID C ROGERSONCo-Trustee-$9,439-$9,439
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY OF CAMERONRESTORATION OF CITY POOLMUNICIPALITYCAMERON, WV, US$20,000
Paid GrantFIRST PRESBYTERIAN CHURCHBUILDING RENOVATIONCHURCHMOUNDSVILLE, WV, US$13,317
Paid GrantMOUNDSVILLE-MARSHALL CO PUBLIC LIBRARYSUMMER READING PROGRAMPUBLIC LIBRARYMOUNDSVILLE, WV, US$12,480
Paid GrantCITY OF MOUNDSVILLEPUBLIC POOL RENOVATIONSMUNICIPALITYMOUNDSVILLE, WV, US$12,000
Paid GrantST JAMES & JOHN SCHOOLNEW PLAYGROUNDSCHOOLBENWOOD, WV, US$12,000
Paid GrantMARSHALL COUNTY RESCUE LEAGUESPAY & NEUTER CLINICMUNICIPALITYMOUNDSVILLE, WV, US$10,000
Paid GrantMARSHALL COUNTY BOARD OF EDUCATIONGENERAL PURPOSESCHOOLMOUNDSVILLE, WV, US$9,600
Filing and Contact Details

Filer

EIN
55-6016455
Raw XML AppendixShowing 400 of 823 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0290 SHS ABBOTT LABORATORIES
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2300 SHS ARCHER DANIELS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35,343.873 SHS ARTISAN MID CAP VALUE
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock545 SHS BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6460 SHS MICROSOFT
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9120 SHS DIAGO PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1013,028.893 SHS DOUBLELINE TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111,254.408 SHS EAGLE SMALL CAP GROWTH FUND
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13250 SHS ENSCO PLC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15150 SHS GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16240SHS PEPSICO INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17430 SHS INTEL
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342011-10-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired352011-10-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-04-11
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-06-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-06-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-08-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-08-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-08-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-08-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-08-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-08-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-12-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-12-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0.682 SHS KINDER MORGAN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13,246.407 SHS AMERICAN CENTURY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23,137.416 SHS GOLDMAN SACHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3543.63 SHS WESTCORE SELECTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4110 SHS ABBOTT LABORATORIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5330 SHS INTEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset630 SHS INTERNATIONAL BUSINESS MACHINE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7170 SHS MICROSOFT CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8130 SHS NOVARTIS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9140 SHS NOVARTIS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10340 SHS PFIZER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11220 SHS TARGET
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12.118 SHS KINDER MORGAN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset132,630.216 SHS AMERICAN CENTURY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset143,689.127 SHS DOUBLELINE TOTAL RET
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15268.466 SHS HARBOR INTERNATIONAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16180 SHS AT&T
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17440 SHS NATURAL RESOURCES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18135 SHS PHILLIPS 66
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset193,198.091 SHS WESTCORE SELECTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20250 SHS ARCHER DANIELS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21280 SHS ISHARES SILVER TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2280 SHS KIMBERLY CLARK CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23180 SHS PHILLIP MORRIS INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24.035 SHS KINDER MORGAN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2550K FED HOME LOAN BANK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26SETTLEMENT BANK OF AMERICA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27.35 SHS KINDER MORGAN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28207.707 SHS GOLDMAN SACHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29270 SHS CONOCOPHILLIPS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30120 SHS DIAGEO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31270 SHS ILLINOIS TOOL WORKS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3280 SHS LOCKHEED MARTIN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset331680 SHS TAIWAN SEMICONUCTOR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34380 SHS TEXAS INSTRUMENTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35580 SHS WASTE MANAGEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss055
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1459
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss229021
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31549
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss41279
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss53712
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss63104
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss71297
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8745
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss934
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss102384
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss111035
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss128
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-808

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,594,626
Liabilities
$0
Net assets
$2,594,626
Revenue
-
Expenses
$138,377
Net income
-
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