Civic Intelligence

The Thomas Memorial Foundation Co Susan Mahan Director

990PF • Fiscal year 2012 • EIN 58-1909736

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 07, 2012

Organization Profile
14235 Prim Point Lane33919
Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

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

97th percentile

$22,000

Higher top officer pay than 97% of similar nonprofits.

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

Asset Growth

32nd percentile

-2.8%

Faster asset growth than 32% 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 / Assets40th percentile

Assets

Down

$639,356

Down $18,605 (-2.8%) from 2011

Net Assets

Down

$638,282

Down $19,679 (-3.0%) from 2011

Liabilities

Up

$1,074

Up $1,074 from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$30,642

Up $116 (+0.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $657,961Liabilities 2011: $0Net Assets 2011: $657,9612011Assets 2012: $639,356Liabilities 2012: $1,074Net Assets 2012: $638,2822012Assets 2013: $631,989Liabilities 2013: $906Net Assets 2013: $631,0832013Assets 2014: $624,699Liabilities 2014: $906Net Assets 2014: $623,7932014Assets 2015: $632,757Liabilities 2015: $1,243Net Assets 2015: $631,5142015Assets 2016: $619,480Liabilities 2016: $1,243Net Assets 2016: $618,2372016Assets 2017: $573,973Liabilities 2017: $2,093Net Assets 2017: $571,8802017Assets 2018: $554,954Liabilities 2018: $2,093Net Assets 2018: $552,8612018Assets 2019: $522,063Liabilities 2019: $1,991Net Assets 2019: $520,0722019Assets 2020: $478,194Liabilities 2020: $1,389Net Assets 2020: $476,8052020Assets 2021: $442,312Liabilities 2021: $581Net Assets 2021: $441,7312021Assets 2022: $445,898Liabilities 2022: $0Net Assets 2022: $445,8982022Assets 2023: $434,499Liabilities 2023: $0Net Assets 2023: $434,4992023Assets 2024: $257,646Liabilities 2024: $0Net Assets 2024: $257,6462024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2012

Assets$639,356
Liabilities$1,074
Net Assets$638,282
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2011: $30,5262011Expenses 2012: $30,6422012Expenses 2013: $28,0222013Revenue 2014: $20,835Expenses 2014: $28,125Net Income 2014: -$7,2902014Revenue 2015: $62,681Expenses 2015: $54,960Net Income 2015: $7,7212015Revenue 2016: $26,802Expenses 2016: $40,079Net Income 2016: -$13,2772016Revenue 2017: $27,578Expenses 2017: $73,935Net Income 2017: -$46,3572017Revenue 2018: $54,230Expenses 2018: $73,249Net Income 2018: -$19,0192018Revenue 2019: $33,160Expenses 2019: $65,949Net Income 2019: -$32,7892019Revenue 2020: $17,245Expenses 2020: $60,512Net Income 2020: -$43,2672020Revenue 2021: $18,625Expenses 2021: $53,699Net Income 2021: -$35,0742021Revenue 2022: $35,709Expenses 2022: $31,542Net Income 2022: $4,1672022Revenue 2023: $19,458Expenses 2023: $30,857Net Income 2023: -$11,3992023Revenue 2024: $126,134Expenses 2024: $302,987Net Income 2024: -$176,8532024Revenue 2025: $937Expenses 2025: $258,583Net Income 2025: -$257,6462025

Highlighted filing

2012

Revenue-
Expenses$30,642
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 7, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan T MahanSecretary/DirectorPT$22,000-$22,000
Charles M HamiltonVicepres/Director-$0--
Catherine H AdamsTreasurer/Director-$0--
Jane H GossPresident/Director-$0--
Elwood Hamilton IIDirector-$0--
Lee T HamiltonDirector-$0--
Susan H SchexnaildreDirector-$0--
Allen S Hamilton IIIDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To provide assistance to their program501(c)(3)Fort Myers, FL, US$5,000
Filing and Contact Details

Filer

EIN
58-1909736
Raw XML Appendix321 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/DescriptionOfAsset1341.763 shs Washington Mutual Cl A
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj028888
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn029336
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0586717
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Charles M Hamilton
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Catherine H Adams
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Jane H Goss
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Elwood Hamilton II
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Susan T Mahan
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5Lee T Hamilton
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6Susan H Schexnaildre
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7Allen S Hamilton III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0VicePres/Dir
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Treasurer/Dir
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President/Dir
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Secretary/Dir
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1012541 Allendale Circle
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113049 River Lakes Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1215851 Knightsbridge Ct
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131013 Lodge Hill Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1414235 Prim Point Lane
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine155316 Arrowshire Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine16701 Central Avenue
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine177004 Richland Court
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Fort Myers
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Whitefish
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Fort Myers
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Louisville
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5Lagrange
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Susan T Mahan
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
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IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Susan T Mahan
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1014235 Prim Point Lane
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Fort Myers
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode033919
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To provide assistance to their program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Hope Hospice
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine109470 HealthPark circle
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Fort Myers
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033908
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear028888
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted028888
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102398
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203595
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3024522
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear405313
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear037103
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01275
IRS990PF/UndistributedIncome/ExcessFromYear102398
IRS990PF/UndistributedIncome/ExcessFromYear203595
IRS990PF/UndistributedIncome/ExcessFromYear3024522
IRS990PF/UndistributedIncome/ExcessFromYear405313
IRS990PF/UndistributedIncome/QualifyingDistributions030163
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01275
IRS990PF/UndistributedIncome/TotalCorpus037103
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover035828
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherLiabilitiesSchedule/OtherLiabilities/Description0Payroll Taxes Payable
OtherLiabilitiesSchedule/OtherLiabilities/Description1Due to Employee
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue0826
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue1248
TaxesSchedule/Taxes/Amount01377
TaxesSchedule/Taxes/Amount161
TaxesSchedule/Taxes/Amount2479
TaxesSchedule/Taxes/Category0Payroll Taxes
TaxesSchedule/Taxes/Category1License & Taxes
TaxesSchedule/Taxes/Category2Federal Income Tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps01377
TaxesSchedule/Taxes/DisbursementsCharitablePrps161
TaxesSchedule/Taxes/NetInvestmentIncome0479
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0581909736
ReturnHeader/Filer/Name/BusinessNameLine10The Thomas Memorial Foundation
ReturnHeader/Filer/Name/BusinessNameLine20co Susan Mahan Director
ReturnHeader/Filer/NameControl0THOM
ReturnHeader/Filer/Phone02398504091
ReturnHeader/Filer/USAddress/AddressLine1014235 Prim Point Lane
ReturnHeader/Filer/USAddress/City0Fort Myers
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033919
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-07
ReturnHeader/Officer/Name0Susan T Mahan
ReturnHeader/Officer/Title0Secretary/Dir
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Rogers Wood Hill Starman & Gustason PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102375 Tamiami Trail North Suite 110
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Naples
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0341034438
ReturnHeader/Preparer/Name0Sharon A Belcher CPA
ReturnHeader/Preparer/Phone02392621040
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-07T08:49:37-08:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$639,356
Liabilities
$1,074
Net assets
$638,282
Revenue
-
Expenses
$30,642
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$2.59$2.58
2024Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$1.26$3.03$1.77
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.19$0.31$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.36$0.32$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.01$4.42$0.19$0.54$0.35
2020Detailed filing. Detailed filing data is available for this year.$4.78$0.01$4.77$0.17$0.61$0.43
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.02$5.20$0.33$0.66$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.55$0.02$5.53$0.54$0.73$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.74$0.02$5.72$0.28$0.74$0.46
2016Detailed filing. Detailed filing data is available for this year.$6.19$0.01$6.18$0.27$0.40$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.33$0.01$6.32$0.63$0.55$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.25$0.01$6.24$0.21$0.28$0.07
2013Detailed filing. Detailed filing data is available for this year.$6.32$0.01$6.31$0.28
2012Detailed filing. Detailed filing data is available for this year.$6.39$0.01$6.38$0.31
2011Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.31