Civic Intelligence

M C Bowman Foundation II

990PF • Fiscal year 2020 • EIN 58-2034959

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 31, 2021

Bank Of America Na PO Box 831Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

32nd percentile

-5.5%

Higher net margin than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$30,518

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

34th percentile

-0.6%

Faster asset growth than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

0.9%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Flat

$1,586,677

Flat from 2020

Net Assets

$1,586,677

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue

Flat

$166,057

Flat from 2020

Expenses

Flat

$175,200

Flat from 2020

Net Income

Flat

-$9,143

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,064,868Liabilities 2011: $02011Assets 2012: $1,074,227Liabilities 2012: $02012Assets 2013: $1,711,537Liabilities 2013: $02013Assets 2014: $1,682,787Liabilities 2014: $0Net Assets 2014: $1,682,7872014Assets 2015: $1,642,728Liabilities 2015: $0Net Assets 2015: $1,642,7282015Assets 2017: $1,550,884Liabilities 2017: $0Net Assets 2017: $1,550,8842017Assets 2018: $1,517,512Liabilities 2018: $0Net Assets 2018: $1,517,5122018Assets 2019: $1,596,341Liabilities 2019: $0Net Assets 2019: $1,596,3412019Assets 2020: $1,586,677Liabilities 2020: $0Net Assets 2020: $1,586,6772020Assets 2020: $1,586,677Liabilities 2020: $12020Assets 2021: $1,641,846Liabilities 2021: $0Net Assets 2021: $1,641,8462021Assets 2022: $1,587,893Liabilities 2022: $0Net Assets 2022: $1,587,8932022Assets 2023: $1,625,471Liabilities 2023: $12023

Highlighted filing

2020

Assets$1,586,677
Liabilities$0
Net Assets$1,586,677

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $50,164Expenses 2011: $68,572Net Income 2011: -$18,4082011Revenue 2012: $79,624Expenses 2012: $70,452Net Income 2012: $9,1722012Revenue 2013: $744,005Expenses 2013: $79,179Net Income 2013: $664,8262013Revenue 2014: $112,082Expenses 2014: $139,228Net Income 2014: -$27,1462014Revenue 2015: $82,852Expenses 2015: $121,199Net Income 2015: -$38,3472015Revenue 2017: $83,343Expenses 2017: $118,277Net Income 2017: -$34,9342017Revenue 2018: $108,833Expenses 2018: $131,584Net Income 2018: -$22,7512018Revenue 2019: $164,603Expenses 2019: $93,886Net Income 2019: $70,7172019Revenue 2020: $166,057Expenses 2020: $175,200Net Income 2020: -$9,1432020Revenue 2020: $166,057Expenses 2020: $175,200Net Income 2020: -$9,1432020Revenue 2021: $181,143Expenses 2021: $125,229Net Income 2021: $55,9142021Revenue 2022: $120,846Expenses 2022: $175,190Net Income 2022: -$54,3442022Revenue 2023: $162,556Expenses 2023: $124,980Net Income 2023: $37,5762023

Highlighted filing

2020

Revenue$166,057
Expenses$175,200
Net Income-$9,143
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 31, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$30,518-$30,518
Filing and Contact Details

Filer

Filer Name
M C Bowman Foundation Ii
EIN
58-2034959
Phone
8003577094
Address
BANK OF AMERICA NA PO BOX 831, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8003577094
Signed
2021-03-31
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15478468R663 SPDR BLOOMBERG BARCL
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0118255
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0118255
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012207
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018311
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030518
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0137821
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt047453
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt047802
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9143
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01061570
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0145952
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05607
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0150528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019756
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0175200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0165708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0166057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012707
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019756
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037379
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-05-29

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.63$0.00$0.16$0.12$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.12$0.18$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.18$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.17$0.18$0.01
2020Summary only. Only limited summary data is available for this year.$1.59$0.00$0.17$0.18$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.16$0.09$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.11$0.13$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.08$0.12$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.08$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.14$0.03
2013Summary only. Only limited summary data is available for this year.$1.71$0.00$0.74$0.08$0.66
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.08$0.07$0.01
2011Summary only. Only limited summary data is available for this year.$1.06$0.00$0.05$0.07$0.02