Civic Intelligence

Carsten E Jantzen Charitable 501 C3 Trust

990PF • Fiscal year 2012 • EIN 57-6163833

Aug 01, 2011 to Jul 31, 2012 • Filed on Oct 15, 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

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

$27,422

Higher top officer pay than 91% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$1,846,832

No earlier filing loaded for comparison.

Net Assets

$1,846,832

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

$125,747

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.

$3.0M$2.0M$1.0M$0Assets 2012: $1,846,832Liabilities 2012: $0Net Assets 2012: $1,846,8322012Assets 2013: $1,788,189Liabilities 2013: $0Net Assets 2013: $1,788,1892013Assets 2014: $1,980,025Liabilities 2014: $0Net Assets 2014: $1,980,0252014Assets 2015: $2,298,945Liabilities 2015: $0Net Assets 2015: $2,298,9452015Assets 2016: $2,174,273Liabilities 2016: $0Net Assets 2016: $2,174,2732016Assets 2019: $2,021,821Liabilities 2019: $0Net Assets 2019: $2,021,8212019Assets 2020: $1,948,562Liabilities 2020: $0Net Assets 2020: $1,948,5622020Assets 2021: $2,058,140Liabilities 2021: $0Net Assets 2021: $2,058,1402021Assets 2022: $2,066,176Liabilities 2022: $0Net Assets 2022: $2,066,1762022Assets 2023: $1,974,524Liabilities 2023: $0Net Assets 2023: $1,974,5242023Assets 2024: $1,960,215Liabilities 2024: $0Net Assets 2024: $1,960,2152024Assets 2025: $1,941,782Liabilities 2025: $0Net Assets 2025: $1,941,7822025

Highlighted filing

2012

Assets$1,846,832
Liabilities$0
Net Assets$1,846,832
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2012: $125,7472012Expenses 2013: $121,3772013Revenue 2014: $318,328Expenses 2014: $125,689Net Income 2014: $192,6392014Revenue 2015: $470,034Expenses 2015: $151,819Net Income 2015: $318,2152015Revenue 2016: $19,381Expenses 2016: $144,357Net Income 2016: -$124,9762016Revenue 2019: $129,096Expenses 2019: $143,622Net Income 2019: -$14,5262019Revenue 2020: $71,333Expenses 2020: $144,140Net Income 2020: -$72,8072020Revenue 2021: $254,628Expenses 2021: $145,041Net Income 2021: $109,5872021Revenue 2022: $165,662Expenses 2022: $157,831Net Income 2022: $7,8312022Revenue 2023: $58,429Expenses 2023: $150,305Net Income 2023: -$91,8762023Revenue 2024: $137,609Expenses 2024: $151,516Net Income 2024: -$13,9072024Revenue 2025: $131,290Expenses 2025: $149,530Net Income 2025: -$18,2402025

Highlighted filing

2012

Revenue-
Expenses$125,747
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012
Signed
Oct 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$27,422-$27,422
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOSPICE OF CHARLESTON FDTNGENERAL SUPPORTEXEMPTMT PLEASANT, SC, US$32,000
Paid GrantLOWCOUNTRY AIDS SERVICES INCGENERAL SUPPORTEXEMPTCHARLESTON, SC, US$32,000
Paid GrantCHARLESTON ANIMAL SOCIETYGENERAL SUPPORTEXEMPTNORTH CHARLESTON, SC, US$32,000
Filing and Contact Details

Filer

EIN
57-6163833
Raw XML AppendixShowing 400 of 806 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/DateAcquired292012-03-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired402009-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412012-05-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired432010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired442010-10-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired522009-09-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired552006-06-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362011-11-04
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452012-05-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472012-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492012-07-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502012-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522012-07-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542012-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552012-07-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset09701.791 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12429.869 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset296.746 DODGE & COX INT'L STOCK FD # 1048
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31008.477 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4153.027 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset534.465 DODGE & COX STK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset626.548 DODGE & COX STK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7367.52 FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8158.296 FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9116.826 FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1073.288 FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset112705.731 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12875.817 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1310664.934 GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1463.959 OAKMARK FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15185.895 ING INTERNATIONAL REAL EST-I #2664
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16118. ISHARES IBOXX $ INV GR CORP BD FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1716. ISHARES IBOXX $ INV GR CORP BD FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1890. ISHARES TR-S&P MIDCAP 400 GROWTH IND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1918. ISHARES TR-S&P MIDCAP 400 GROWTH IND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20156.334 OPPENHEIMER DEVELOPING MKT-Y #788
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2150.456 OPPENHEIMER DEVELOPING MKT-Y #788
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22820.295 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23185.962 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24451.563 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25221.028 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26442.043 PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27197.188 PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2871.119 PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29415.627 PIMCO EMERG MKTS BD-INST #137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3088.747 PIMCO EMERG MKTS BD-INST #137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31159.462 PIMCO FOREIGN BOND (UNHEDGED) #1853
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32369.974 PIMCO FOREIGN BOND (UNHEDGED) #1853
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset331122.365 PIMCO FOREIGN BOND (UNHEDGED) #1853
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset346.561 PIMCO FOREIGN BOND (UNHEDGED) #1853
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset351464.56 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset361807.529 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset37183.311 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3826. POWERSHARES DB COMMODITY INDEX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset391154.209 ROWE T PRICE BLUE CHIP GROWTH FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4061.29 ROWE T PRICE BLUE CHIP GROWTH FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4169.339 ROWE T PRICE BLUE CHIP GROWTH FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42324.112 ROWE T PRICE SMALL CAP STOCK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4338.957 ROWE T PRICE SMALL CAP STOCK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4498.372 ROWE T PRICE SMALL CAP STOCK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4516754.19 ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset46192.276 ROWE T PRICE SHORT TERM BD FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset47518.316 ROWE T PRICE REAL ESTATE FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset48562.504 ROWE T PRICE REAL ESTATE FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset49159.18 ROWE T PRICE REAL ESTATE FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset501844.944 SSGA EMERGING MARKETS FD S #1510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51182.645 SSGA EMERGING MARKETS FD S #1510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5284.998 SSGA EMERGING MARKETS FD S #1510
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset53293.64 VANGUARD INFLAT PROTECT SEC FD #119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset545.583 VANGUARD INFLAT PROTECT SEC FD #119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5596.035 VANGUARD INFLAT PROTECT SEC FD #119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset56CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-25079
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-1990
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-800
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3635
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss422

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
$1,846,832
Liabilities
$0
Net assets
$1,846,832
Revenue
-
Expenses
$125,747
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.13$0.15$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.06$0.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.17$0.16$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.25$0.15$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.07$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.13$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.02$0.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.47$0.15$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.32$0.13$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.13