Civic Intelligence

Victor R Small Trust

990PF • Fiscal year 2011 • EIN 56-6127576

Jul 01, 2010 to Jun 30, 2011 • Filed on Jul 11, 2011

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

58th percentile

0.00x

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

2011 filings • <$500k 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

98th percentile

$16,781

Higher top officer pay than 98% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$300,356

No earlier filing loaded for comparison.

Net Assets

$300,356

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$85,440

No earlier filing loaded for comparison.

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.

$1.5M$1.0M$500K$0Assets 2011: $300,356Liabilities 2011: $0Net Assets 2011: $300,3562011Assets 2012: $253,288Liabilities 2012: $0Net Assets 2012: $253,2882012Assets 2013: $217,387Liabilities 2013: $0Net Assets 2013: $217,3872013Assets 2014: $170,663Liabilities 2014: $0Net Assets 2014: $170,6632014Assets 2015: $112,287Liabilities 2015: $0Net Assets 2015: $112,2872015Assets 2016: $664,234Liabilities 2016: $0Net Assets 2016: $664,2342016Assets 2017: $975,911Liabilities 2017: $0Net Assets 2017: $975,9112017Assets 2018: $1,028,308Liabilities 2018: $0Net Assets 2018: $1,028,3082018Assets 2019: $1,001,751Liabilities 2019: $0Net Assets 2019: $1,001,7512019Assets 2020: $946,606Liabilities 2020: $0Net Assets 2020: $946,6062020Assets 2021: $1,021,952Liabilities 2021: $0Net Assets 2021: $1,021,9522021Assets 2022: $1,130,961Liabilities 2022: $0Net Assets 2022: $1,130,9612022Assets 2023: $945,619Liabilities 2023: $0Net Assets 2023: $945,6192023Assets 2024: $928,499Liabilities 2024: $0Net Assets 2024: $928,4992024Assets 2025: $945,839Liabilities 2025: $0Net Assets 2025: $945,8392025

Highlighted filing

2011

Assets$300,356
Liabilities$0
Net Assets$300,356

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $85,4402011Expenses 2012: $72,6092012Expenses 2013: $75,6182013Revenue 2014: $29,671Expenses 2014: $76,482Net Income 2014: -$46,8112014Revenue 2015: $9,744Expenses 2015: $68,150Net Income 2015: -$58,4062015Revenue 2016: $636,654Expenses 2016: $84,029Net Income 2016: $552,6252016Revenue 2017: $365,460Expenses 2017: $53,276Net Income 2017: $312,1842017Revenue 2018: $122,489Expenses 2018: $71,250Net Income 2018: $51,2392018Revenue 2019: $38,948Expenses 2019: $65,501Net Income 2019: -$26,5532019Revenue 2020: $39,361Expenses 2020: $94,422Net Income 2020: -$55,0612020Revenue 2021: $124,002Expenses 2021: $18,390Net Income 2021: $105,6122021Revenue 2022: $140,906Expenses 2022: $61,292Net Income 2022: $79,6142022Revenue 2023: -$10,863Expenses 2023: $174,322Net Income 2023: -$185,1852023Revenue 2024: $26,524Expenses 2024: $43,604Net Income 2024: -$17,0802024Revenue 2025: $73,410Expenses 2025: $55,919Net Income 2025: $17,4912025

Highlighted filing

2011

Revenue-
Expenses$85,440
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Jul 11, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANCH BANKING AND TRUST COMPANYTrustee-$16,781-$16,781
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBARTON COLLEGEEDUCATIONALEXEMPTWILSON, NC, US$11,020
Paid GrantCAMPBELL UNIVERSITYEDUCATIONALEXEMPTBUIES CREEK, NC, US$11,020
Paid GrantLOUISBURG COLLEGEEDUCATIONALEXEMPTLOUISBURG, NC, US$11,020
Paid GrantCHOWAN COLLEGEEDUCATIONALEXEMPTMURFREESBORO, NC, US$11,020
Paid GrantMOUNT OLIVE COLLEGEEDUCATIONALEXEMPTMOUNT OLIVE, NC, US$11,020
Paid GrantSAMPSON COUNTY FINANCE DEPT &EDUCATIONALEXEMPTCLINTON, NC, US$4,000
Filing and Contact Details

Filer

EIN
56-6127576
Raw XML AppendixShowing 400 of 605 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/DescriptionOfAsset1839.255 GOLDMAN SACHS GROWTH OPPORTUNITY FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19120.898 GOLDMAN SACHS GROWTH OPPORTUNITY FD
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2275.315 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23242.873 HARDING LOEVNER INTERNATIONAL EQUITY INS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25100.463 LAZARD EMERGING MKTS PORTFOLIO INST CLAS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26324.041 METROPOLITAN WEST TOTAL RETURN BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset271713.341 NEUBERGER & BERMAN LARGE CAP DISCIPLINED GROWTH FUND # 1810
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2875.413 NORTHERN SMALL CAP VALUE FUND # 603
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2972.124 PIMCO PIMS FOREIGN BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30102.441 PIMCO PIMS FOREIGN BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31440.911 PIMCO PIMS FOREIGN BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32499.283 STERLING CAPITAL TOTAL RETURN BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33929.798 STERLING CAPITAL TOTAL RETURN BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset34635.369 STERLING CAPITAL TOTAL RETURN BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35615.643 STERLING CAPITAL INTERMEDIATE U.S. GOVERNMENT FUND INST CL FUN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset36151.402 STERLING CAPITAL EQUITY INCOME FUND INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37267.314 STERLING CAPITAL EQUITY INCOME FUND INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38224.976 STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INST CL FUND # 321
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset39166.702 STERLING CAPITAL MID VALUE FUND INST CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40300.885 STERLING CAPITAL MID VALUE FUND INST CL
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice404522
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-53518
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0173
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0300356
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0353701
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0300356
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted054946
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj054946
IRS990PF/DistributableAmount/DistributableAmountBeforeDed054946
IRS990PF/DistributableAmount/MinimumInvestmentReturn055066
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IRS990PF/DistributableAmount/TotalTax0120
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0120
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0120
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0120
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01072629
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01118083
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01118083
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable016771
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.06$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.01$0.17$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.14$0.06$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.12$0.02$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.12$0.07$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.37$0.05$0.31
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.64$0.08$0.55
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01$0.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.03$0.08$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.09