Civic Intelligence

Sarah H Sutherland Charitable Tr UW

990PF • Fiscal year 2010 • EIN 56-6456377

Jan 01, 2010 to Dec 31, 2010 • Filed on Apr 04, 2011

C/O Bbbt PO Box 2907 - Trust Tax D27894-2907
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

98th percentile

$50,498

Higher top officer pay than 98% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$3,777,742

No earlier filing loaded for comparison.

Net Assets

$3,777,742

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$227,992

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.

$6.0M$4.0M$2.0M$0Assets 2010: $3,777,742Liabilities 2010: $0Net Assets 2010: $3,777,7422010Assets 2011: $3,804,565Liabilities 2011: $0Net Assets 2011: $3,804,5652011Assets 2012: $3,802,651Liabilities 2012: $12012Assets 2013: $4,505,241Liabilities 2013: $0Net Assets 2013: $4,505,2412013Assets 2014: $4,455,119Liabilities 2014: $0Net Assets 2014: $4,455,1192014Assets 2015: $4,167,321Liabilities 2015: $0Net Assets 2015: $4,167,3212015Assets 2016: $3,935,407Liabilities 2016: $0Net Assets 2016: $3,935,4072016Assets 2017: $3,876,346Liabilities 2017: $0Net Assets 2017: $3,876,3462017Assets 2018: $3,883,037Liabilities 2018: $0Net Assets 2018: $3,883,0372018Assets 2019: $3,755,077Liabilities 2019: $0Net Assets 2019: $3,755,0772019Assets 2020: $3,578,888Liabilities 2020: $0Net Assets 2020: $3,578,8882020Assets 2021: $3,605,544Liabilities 2021: $0Net Assets 2021: $3,605,5442021Assets 2022: $4,012,177Liabilities 2022: $0Net Assets 2022: $4,012,1772022Assets 2023: $3,900,733Liabilities 2023: $0Net Assets 2023: $3,900,7332023Assets 2024: $3,963,234Liabilities 2024: $0Net Assets 2024: $3,963,2342024

Highlighted filing

2010

Assets$3,777,742
Liabilities$0
Net Assets$3,777,742

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $227,9922010Expenses 2011: $247,2882011Revenue 2012: $250,962Expenses 2012: $253,131Net Income 2012: -$2,1692012Revenue 2013: $954,799Expenses 2013: $251,712Net Income 2013: $703,0872013Revenue 2014: $225,358Expenses 2014: $274,004Net Income 2014: -$48,6462014Revenue 2015: -$22,385Expenses 2015: $264,486Net Income 2015: -$286,8712015Revenue 2016: $22,763Expenses 2016: $254,905Net Income 2016: -$232,1422016Revenue 2017: $184,749Expenses 2017: $243,829Net Income 2017: -$59,0802017Revenue 2018: $263,880Expenses 2018: $255,145Net Income 2018: $8,7352018Revenue 2019: $117,944Expenses 2019: $248,510Net Income 2019: -$130,5662019Revenue 2020: $69,553Expenses 2020: $244,650Net Income 2020: -$175,0972020Revenue 2021: $254,719Expenses 2021: $228,208Net Income 2021: $26,5112021Revenue 2022: $671,462Expenses 2022: $259,406Net Income 2022: $412,0562022Revenue 2023: $130,820Expenses 2023: $243,526Net Income 2023: -$112,7062023Revenue 2024: $287,650Expenses 2024: $225,051Net Income 2024: $62,5992024

Highlighted filing

2010

Revenue-
Expenses$227,992
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Apr 4, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$50,498-$50,498
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBELMONT ABBEY COLLEGECHARITABLEEXEMPTBELMONT, NC, US$86,267
Paid GrantCATHOLIC DIOCESE OF RALEIGHCHARITABLEEXEMPTRALEIGH, NC, US$43,134
Paid GrantCATHOLIC DIOCESE OF CHARLOTTECHARITABLEEXEMPTCHARLOTTE, NC, US$43,134
Paid GrantPARISH COUNCIL OF THE SACREDCHARITABLEEXEMPTHAMLET, NC, US$2,500
Filing and Contact Details

Filer

EIN
56-6456377
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10GENERAL ELECTRIC COMPANY
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0361
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0361
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss020
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02421
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0175035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm050536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0227992
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0202814
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0202814
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm050536
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss052957
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY03826099
IRS990PF/BalanceSheets/CapitalStockEOY03777742
IRS990PF/BalanceSheets/CashBOY02244
IRS990PF/BalanceSheets/CashEOY0-37496
IRS990PF/BalanceSheets/CashEOYFMV0-37496
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0168656
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0168656
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0176991
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY03137962
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03213910
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV03558977
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0259908
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0259908
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0262398
IRS990PF/BalanceSheets/InvestmentsOtherBOY05310
IRS990PF/BalanceSheets/InvestmentsOtherEOY05310
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV07859
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0252019
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0167454
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0167454
IRS990PF/BalanceSheets/TotalAssetsBOY03826099
IRS990PF/BalanceSheets/TotalAssetsEOY03777742
IRS990PF/BalanceSheets/TotalAssetsEOYFMV04136183
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03826099
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03777742
IRS990PF/BalanceSheets/TotalNetAssetsBOY03826099
IRS990PF/BalanceSheets/TotalNetAssetsEOY03777742
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0104717
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0314
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1523
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis26386
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis37433
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis475
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5105
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7105
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis8379
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis9568
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10189
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12189
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis17274
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis222088
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis236117
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis241775
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2510928
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2616153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis271293
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis28195
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis29260
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3065
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3165
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis329674
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis339882
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis34484
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis35484
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis36242
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis384572
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3911564
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis4278
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.29$0.23$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.13$0.24$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.67$0.26$0.41
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.25$0.23$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.07$0.24$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.12$0.25$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.26$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.18$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.02$0.25$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.02$0.26$0.29
2014Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.23$0.27$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.95$0.25$0.70
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$0.25$0.25$0.00
2011Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.25
2010Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.23