Civic Intelligence

R M & Hattie L Waldroup Educational Fund

990PF • Fiscal year 2012 • EIN 56-6035401

Jan 01, 2012 to Dec 31, 2012 • Filed on May 03, 2013

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

93rd percentile

$3,548

Higher top officer pay than 93% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

46th percentile

-0.8%

Faster asset growth than 46% of similar nonprofits.

2012 filings • <$500k 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 / Assets58th percentile

Assets

Down

$212,833

Down $1,716 (-0.8%) from 2011

Net Assets

Down

$212,833

Down $1,716 (-0.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$13,206

Down $479 (-3.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$300K$200K$100K$0Assets 2010: $218,974Liabilities 2010: $0Net Assets 2010: $218,9742010Assets 2011: $214,549Liabilities 2011: $0Net Assets 2011: $214,5492011Assets 2012: $212,833Liabilities 2012: $0Net Assets 2012: $212,8332012Assets 2013: $207,241Liabilities 2013: $0Net Assets 2013: $207,2412013Assets 2014: $206,617Liabilities 2014: $0Net Assets 2014: $206,6172014Assets 2015: $199,455Liabilities 2015: $0Net Assets 2015: $199,4552015Assets 2016: $193,610Liabilities 2016: $0Net Assets 2016: $193,6102016Assets 2017: $193,258Liabilities 2017: $0Net Assets 2017: $193,2582017Assets 2019: $199,548Liabilities 2019: $02019Assets 2020: $205,324Liabilities 2020: $0Net Assets 2020: $205,3242020Assets 2021: $208,998Liabilities 2021: $0Net Assets 2021: $208,9982021Assets 2022: $183,705Liabilities 2022: $0Net Assets 2022: $183,7052022Assets 2023: $177,274Liabilities 2023: $0Net Assets 2023: $177,2742023Assets 2024: $173,964Liabilities 2024: $0Net Assets 2024: $173,9642024

Highlighted filing

2012

Assets$212,833
Liabilities$0
Net Assets$212,833
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $12,8922010Expenses 2011: $13,6852011Expenses 2012: $13,2062012Revenue 2013: $10,382Expenses 2013: $16,218Net Income 2013: -$5,8362013Revenue 2014: $14,191Expenses 2014: $14,020Net Income 2014: $1712014Revenue 2015: $6,178Expenses 2015: $14,212Net Income 2015: -$8,0342015Revenue 2016: $7,872Expenses 2016: $13,548Net Income 2016: -$5,6762016Revenue 2017: $13,471Expenses 2017: $13,815Net Income 2017: -$3442017Revenue 2019: $22,135Expenses 2019: $4,760Net Income 2019: $17,3752019Revenue 2020: $21,128Expenses 2020: $25,409Net Income 2020: -$4,2812020Revenue 2021: $17,123Expenses 2021: $13,432Net Income 2021: $3,6912021Revenue 2022: -$10,300Expenses 2022: $14,936Net Income 2022: -$25,2362022Revenue 2023: $6,175Expenses 2023: $12,587Net Income 2023: -$6,4122023Revenue 2024: $10,943Expenses 2024: $14,316Net Income 2024: -$3,3732024

Highlighted filing

2012

Revenue-
Expenses$13,206
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 3, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANKTrusteeFT$3,548-$3,548
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBREVARD COLLEGESCHOLARSHIPPUBLIC CHARITYBREVARD, NC, US$9,100
Filing and Contact Details

Filer

EIN
56-6035401
Raw XML AppendixShowing 400 of 816 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis54961
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis55210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis56253
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis573716
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired572011-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-08-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-05-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-11-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-11-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-08-13
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372012-05-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412012-05-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522012-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542012-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572012-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset089. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset124. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2302.679 ARTIO TOTAL RETURN BD FD CL I #1524
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3185.264 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset415.036 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset552. CREDIT SUISSE COMM RET ST-I #2156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset627. CREDIT SUISSE COMM RET ST-I #2156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset713. DIAMOND HILL LONG-SHORT FD CL I #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset867. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset910. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1010. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11571.063 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12120.937 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13388.485 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14355.515 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1515. DREYFUS EMG MKT DEBT LOC C-I #6083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1653. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1710. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1810. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19556.667 GOLDEN LARGE CAP CORE FUND-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20259.076 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21214.319 GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES

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
$212,833
Liabilities
$0
Net assets
$212,833
Revenue
-
Expenses
$13,206
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.11$0.14$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.06$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.10$0.15$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.21$0.25$0.04
2019Summary only. Only limited summary data is available for this year.$2.00$0.00$0.22$0.05$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.13$0.14$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.08$0.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.06$0.14$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.14$0.14$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.10$0.16$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.13