Civic Intelligence

John M Cook Jr Charitable Remainder Unitrust Nc1019855050

990PF • Fiscal year 2012 • EIN 56-6092900

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 09, 2013

Organization Profile
1 West 4th Street D4000-04127101
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.

2012 filings • $500k-$1M 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

91st percentile

$10,603

Higher top officer pay than 91% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

29th percentile

-3.6%

Faster asset growth than 29% of similar nonprofits.

2012 filings • $500k-$1M 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 / Assets35th percentile

Assets

Down

$964,923

Down $35,535 (-3.6%) from 2011

Net Assets

Down

$964,923

Down $35,535 (-3.6%) 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

$69,060

Up $13,589 (+24%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,000,458Liabilities 2011: $0Net Assets 2011: $1,000,4582011Assets 2012: $964,923Liabilities 2012: $0Net Assets 2012: $964,9232012Assets 2013: $954,946Liabilities 2013: $02013Assets 2014: $954,201Liabilities 2014: $02014Assets 2015: $923,579Liabilities 2015: $02015Assets 2018: $887,186Liabilities 2018: $0Net Assets 2018: $887,1862018Assets 2019: $919,748Liabilities 2019: $0Net Assets 2019: $919,7482019Assets 2020: $950,797Liabilities 2020: $0Net Assets 2020: $950,7972020Assets 2021: $968,632Liabilities 2021: $0Net Assets 2021: $968,6322021Assets 2022: $875,824Liabilities 2022: $0Net Assets 2022: $875,8242022Assets 2023: $861,251Liabilities 2023: $0Net Assets 2023: $861,2512023Assets 2024: $866,512Liabilities 2024: $0Net Assets 2024: $866,5122024

Highlighted filing

2012

Assets$964,923
Liabilities$0
Net Assets$964,923
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2011: $55,4712011Expenses 2012: $69,0602012Revenue 2013: $41,505Expenses 2013: $52,743Net Income 2013: -$11,2382013Revenue 2014: $63,635Expenses 2014: $62,824Net Income 2014: $8112014Revenue 2015: $33,497Expenses 2015: $66,025Net Income 2015: -$32,5282015Revenue 2018: $66,425Expenses 2018: $62,124Net Income 2018: $4,3012018Revenue 2019: $94,590Expenses 2019: $61,786Net Income 2019: $32,8042019Revenue 2020: $88,512Expenses 2020: $57,700Net Income 2020: $30,8122020Revenue 2021: $80,649Expenses 2021: $62,758Net Income 2021: $17,8912021Revenue 2022: -$25,599Expenses 2022: $66,353Net Income 2022: -$91,9522022Revenue 2023: $47,647Expenses 2023: $61,902Net Income 2023: -$14,2552023Revenue 2024: $62,781Expenses 2024: $58,276Net Income 2024: $4,5052024

Highlighted filing

2012

Revenue-
Expenses$69,060
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 9, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$10,603-$10,603
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JAMES LUTHERAN CHURCHGENERAL SUPPORTPUBLIC CHARITYCONCORD, NC, US$56,863
Filing and Contact Details

Filer

EIN
56-6092900
Raw XML AppendixShowing 400 of 860 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/DateAcquired12012-02-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52006-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62006-09-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302012-02-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312011-07-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332012-05-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired612007-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired622007-08-30
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532012-12-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562012-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572012-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582012-12-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold612012-01-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold622012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0322. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1153. ARTISAN FDS INC INTL FD INVESTOR CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2208. CREDIT SUISSE COMM RET ST-I #2156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31488. DAVIS NY VENTURE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41446.564 DAVIS NY VENTURE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51061. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61103. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7227. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset845. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9102. DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset102145. DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset114489. DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset121067.656 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset132302.344 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14116. DREYFUS EMG MKT DEBT LOC C-I #6083
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15100. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1651. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND

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
$964,923
Liabilities
$0
Net assets
$964,923
Revenue
-
Expenses
$69,060
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.06$0.06$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.05$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.03$0.07$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.09$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.06$0.00
2015Summary only. Only limited summary data is available for this year.$0.92$0.00$0.03$0.07$0.03
2014Summary only. Only limited summary data is available for this year.$0.95$0.00$0.06$0.06$0.00
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.04$0.05$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06