Civic Intelligence

F W Symmes Foundation

990PF • Fiscal year 2011 • EIN 57-6017472

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 23, 2012

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

14th percentile

0.00x

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

2011 filings • $10M-$25M 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

77th percentile

$62,799

Higher top officer pay than 77% of similar nonprofits.

2011 filings • $10M-$25M 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.

Balance Sheet
Liabilities / Assets14th percentile

Assets

$11,012,402

No earlier filing loaded for comparison.

Net Assets

$11,012,402

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$699,164

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2011: $11,012,402Liabilities 2011: $0Net Assets 2011: $11,012,4022011Assets 2012: $10,947,631Liabilities 2012: $0Net Assets 2012: $10,947,6312012Assets 2013: $10,666,875Liabilities 2013: $0Net Assets 2013: $10,666,8752013Assets 2014: $10,878,383Liabilities 2014: $0Net Assets 2014: $10,878,3832014Assets 2015: $11,022,325Liabilities 2015: $0Net Assets 2015: $11,022,3252015Assets 2016: $13,329,204Liabilities 2016: $0Net Assets 2016: $13,329,2042016Assets 2017: $13,075,236Liabilities 2017: $0Net Assets 2017: $13,075,2362017Assets 2018: $12,916,531Liabilities 2018: $0Net Assets 2018: $12,916,5312018Assets 2019: $13,520,150Liabilities 2019: $0Net Assets 2019: $13,520,1502019Assets 2020: $13,511,718Liabilities 2020: $0Net Assets 2020: $13,511,7182020Assets 2021: $13,551,838Liabilities 2021: $0Net Assets 2021: $13,551,8382021Assets 2022: $12,883,838Liabilities 2022: $0Net Assets 2022: $12,883,8382022Assets 2023: $12,475,652Liabilities 2023: $0Net Assets 2023: $12,475,6522023Assets 2024: $14,353,078Liabilities 2024: $0Net Assets 2024: $14,353,0782024

Highlighted filing

2011

Assets$11,012,402
Liabilities$0
Net Assets$11,012,402
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $699,1642011Expenses 2012: $707,6312012Revenue 2013: $442,889Expenses 2013: $728,528Net Income 2013: -$285,6392013Revenue 2014: $1,010,521Expenses 2014: $770,800Net Income 2014: $239,7212014Revenue 2015: $735,186Expenses 2015: $816,442Net Income 2015: -$81,2562015Revenue 2016: $3,325,094Expenses 2016: $804,466Net Income 2016: $2,520,6282016Revenue 2017: $665,647Expenses 2017: $920,806Net Income 2017: -$255,1592017Revenue 2018: $780,637Expenses 2018: $923,990Net Income 2018: -$143,3532018Revenue 2019: $1,531,719Expenses 2019: $988,080Net Income 2019: $543,6392019Revenue 2020: $1,039,570Expenses 2020: $1,048,978Net Income 2020: -$9,4082020Revenue 2021: $1,114,761Expenses 2021: $1,119,634Net Income 2021: -$4,8732021Revenue 2022: $275,940Expenses 2022: $942,543Net Income 2022: -$666,6032022Revenue 2023: $713,093Expenses 2023: $1,071,074Net Income 2023: -$357,9812023Revenue 2024: $3,142,029Expenses 2024: $1,305,015Net Income 2024: $1,837,0142024

Highlighted filing

2011

Revenue-
Expenses$699,164
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 23, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo BankTrusteeFT$62,799-$62,799
Mr O Perry Earle IIIPart Time Trustee-$10,000-$10,000
Eleanor WellingPart Time Trustee-$10,000-$10,000
F McKinnon WilkinsonPart Time Trustee-$10,000-$10,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST ANTHONY OF PADUA CATHOLICWEAVING A BRIGHT FUTURE CAPITAL CAMPAIGNPUBLIC EXEMPTGREENVILLE, SC, US$150,000
Approved Future GrantPEACE CENTER FOR PERFORMING ARTSCAPITAL CAMPAIGN - WATER FEATUREPUBLIC EXEMPTGREENVILLE, SC, US$100,000
Paid GrantMIRACLE HILL MINISTRIESRENOVATION PROJECTPUBLIC EXEMPTGREENVILLE, SC, US$65,000
Paid GrantCOMMUNITY FOUNDATION OFTECH FDN/EARLY COLLEGE/CLEMENTS KINDNESS FUNPUBLIC EXEMPTGREENVILLE, SC, US$60,000
Paid GrantBON SECOURS ST FRANCIS FMOBILE ON-SITE MAMMOGRAPHY UNITPUBLIC EXEMPTGREENVILLE, SC, US$50,000
Paid GrantPEACE CENTER FOR THE PERFORMINGPEACE CENTER RENOVATION PROJECTPUBLIC EXEMPTGREENVILLE, SC, US$50,000
Paid GrantTRIUNE MERCY CENTERBUILDING ENTRANCEPUBLIC EXEMPTGREENVILLE, SC, US$35,000
Paid GrantALLEN TEMPLE COMMUNITYCOMMUNITY OUTREACH AND EDUCATION COORDINATORPUBLIC EXEMPTGREENVILLE, SC, US$35,000
Paid GrantTAYLORS FREE MEDICAL CLINICPHARMACY AND CHRONIC DISEASE PROGRAMPUBLIC EXEMPTTAYLORS, SC, US$25,000
Paid GrantMEYER CENTER FOR SPECIALTRANSPORTATION FOR CHILDRENPUBLIC EXEMPTGREENVILLE, SC, US$20,000
Paid GrantHARVEST HOPE FOOD BANKGREATER GREENVILLE EMERGENCY FOOD PANTRYPUBLIC EXEMPTGREENVILLE, SC, US$15,000
Paid GrantLOAVES & FISHESNEW SOFTWARE SYSTEMPUBLIC EXEMPTGREENVILLE, SC, US$15,000
Paid GrantPENDLETON HISTORIC FOUNDATIONASHTABULA MAINTENANCEPUBLIC EXEMPTPENDLETON, SC, US$12,000
Paid GrantYWCA OF GREENVILLEYW TEENSPUBLIC EXEMPTGREENVILLE, SC, US$11,000
Paid GrantUNITED MINISTRIESFAMILY STABILIZATIONPUBLIC EXEMPTGREENVILLE, SC, US$10,000
Paid GrantMETROPOLITAN ARTS COUNCILSMART ARTS PROGRAMPUBLIC EXEMPTGREENVILLE, SC, US$10,000
Paid GrantPUBLIC EDUCATION PARTNERSGREENVILLE COUNTY READING PROJECTPUBLIC EXEMPTGREENVILLE, SC, US$10,000
Paid GrantDILIGENT HANDS GRACIOUS HEARTSRESIDENTIAL LAWN AND HOME CARE PROGRAMPUBLIC EXEMPTGREENVILLE, SC, US$7,000
Paid GrantPROJECT HOPE FOUNDATIONPROJECT TECHNOLOGYPUBLIC EXEMPTGREENVILLE, SC, US$7,000
Filing and Contact Details

Filer

EIN
57-6017472
Raw XML AppendixShowing 400 of 695 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue09360
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-03-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32008-10-07
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-03-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-05-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-10-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-10-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-03-23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset027225.313 DAVIS NY VENTURE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset137751.864 DELAWARE POOLED TR INTL EQUITY PORTFOLIO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset311517.142 DREYFUS/THE BOSTON CA S/C - I #6944
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Wells Fargo Bank
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Mr O Perry Earle III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Eleanor Welling
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3F McKinnon Wilkinson
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 WEST WT HARRIS BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111405 Coachman Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO Box 757
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine133465 Valley Vista Rd
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07043835289
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10401 S TRYON ST D1050-026
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
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Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,012,402
Liabilities
$0
Net assets
$11,012,402
Revenue
-
Expenses
$699,164
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$3.14$1.31$1.84
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.71$1.07$0.36
2022Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.28$0.94$0.67
2021Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$1.11$1.12$0.00
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.04$1.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.53$0.99$0.54
2018Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.78$0.92$0.14
2017Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.67$0.92$0.26
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$3.33$0.80$2.52
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.74$0.82$0.08
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.01$0.77$0.24
2013Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.44$0.73$0.29
2012Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.71
2011Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.70