Civic Intelligence

J Hugh & Earle W Fellows Memorial Fund

990PF • Fiscal year 2012 • EIN 59-6132238

May 01, 2011 to Apr 30, 2012 • Filed on Mar 14, 2013

Organization Profile
900 North 12th Avenue32501
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2012 filings • $5M-$10M 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

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

42nd percentile

-0.4%

Faster asset growth than 42% of similar nonprofits.

2012 filings • $5M-$10M 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 / Assets21st percentile

Assets

Down

$6,975,649

Down $24,616 (-0.4%) from 2011

Net Assets

Down

$6,973,967

Down $24,763 (-0.4%) from 2011

Liabilities

Up

$1,682

Up $147 (+9.6%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$121,858

Up $548 (+0.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$15M$10M$5.0M$0Assets 2011: $7,000,265Liabilities 2011: $1,535Net Assets 2011: $6,998,7302011Assets 2012: $6,975,649Liabilities 2012: $1,682Net Assets 2012: $6,973,9672012Assets 2013: $7,636,271Liabilities 2013: $1,599Net Assets 2013: $7,634,6722013Assets 2014: $8,418,055Liabilities 2014: $11,017Net Assets 2014: $8,407,0382014Assets 2015: $8,727,415Liabilities 2015: $11,912Net Assets 2015: $8,715,5032015Assets 2016: $8,512,709Liabilities 2016: $396Net Assets 2016: $8,512,3132016Assets 2017: $9,130,142Liabilities 2017: $114Net Assets 2017: $9,130,0282017Assets 2018: $9,603,405Liabilities 2018: $3,969Net Assets 2018: $9,599,4362018Assets 2020: $9,747,250Liabilities 2020: $53Net Assets 2020: $9,747,1972020Assets 2021: $11,566,304Liabilities 2021: $215Net Assets 2021: $11,566,0892021Assets 2022: $11,322,210Liabilities 2022: $317Net Assets 2022: $11,321,8932022

Highlighted filing

2012

Assets$6,975,649
Liabilities$1,682
Net Assets$6,973,967
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Expenses 2011: $121,3102011Expenses 2012: $121,8582012Expenses 2013: $90,5442013Revenue 2014: $388,361Expenses 2014: $90,755Net Income 2014: $297,6062014Revenue 2015: $698,856Expenses 2015: $111,282Net Income 2015: $587,5742015Revenue 2016: $474,362Expenses 2016: $112,446Net Income 2016: $361,9162016Revenue 2017: $255,575Expenses 2017: $100,287Net Income 2017: $155,2882017Revenue 2018: $530,404Expenses 2018: $101,170Net Income 2018: $429,2342018Revenue 2020: $436,921Expenses 2020: $130,504Net Income 2020: $306,4172020Revenue 2021: $395,090Expenses 2021: $124,582Net Income 2021: $270,5082021Revenue 2022: $1,212,424Expenses 2022: $145,076Net Income 2022: $1,067,3482022

Highlighted filing

2012

Revenue-
Expenses$121,858
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Mar 14, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judge C Roger VinsonChairman-$0--
H Neal SmithVice-Chairman-$0--
Milton RogersSecretary-$0--
Wayne Willis MDTrustee-$0--
Rev Eric LongTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEscambia County Medical Society FoundationTo support Foundation's mission501(c)(3)Pensacola, FL, US$30,000
Filing and Contact Details

Filer

EIN
59-6132238
Raw XML Appendix376 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/ExemptPF0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Judge C Roger Vinson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1H Neal Smith
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Milton Rogers
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Wayne Willis MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Rev Eric Long
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Chairman
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Vice-Chairman
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10501 Commendencia Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11501 Commendencia Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12501 Commendencia Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13501 Commendencia Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14501 Commendencia Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Pensacola
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Pensacola
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Pensacola
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Pensacola
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4Pensacola
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2FL
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0Income derived from this source is used to fund scholarship loans
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1Income derived from this source is used to fund scholarship loans
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2Income derived from this source is used to fund scholarship loans
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Saltmarsh Cleaveland Gund
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08504358300
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10900 North 12th Avenue
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Pensacola
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0www.georgetown.edu/schmed/scholarship/fellows.htm
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IRS990PF/SummaryOfDirectCharitableActy/Description10The funds only major program is student loans. All expenses are directly or indirectly related to this activity. Loan activity is as follows:
IRS990PF/SummaryOfDirectCharitableActy/Description20Number of scholarship loans (FYE 4/30/11) 37 Scholarship loans to new recipients 7 Scholarship loans paid back 9
IRS990PF/SummaryOfDirectCharitableActy/Description30Number of scholarship loans (FYE 04/30/12) 35
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SummaryOfDirectCharitableActy/Expenses200
IRS990PF/SummaryOfDirectCharitableActy/Expenses300
IRS990PF/SumOfProgramRelatedInvestments/Amount10177260
IRS990PF/SumOfProgramRelatedInvestments/Description10New student scholarship loans
IRS990PF/SumOfProgramRelatedInvestments/Total0177260
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Application should include information regarding financial need, scholastic records, and the extent of assistance required.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Ms Virginia Santoni Assistant Fello
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08504714546
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10Pensacola State College 1000
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine20College Blvd
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Pensacola
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0325048998
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0Loans are for studies in ministry, medicine, professional nursing, and medical technology. Applicants must also meet the following requirements: 1. Be a bona-fide resident of Escambia, Santa Rosa, Okaloosa, or Walton County, Florida. 2. Have a good moral character and have qualified scholastically and intellectually for their desired education. 3. Accepted by or successfully pursuing training at an accredited school in the appropriate field of study.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0N N
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount030000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To support Foundation's mission
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Escambia County Medical Society Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine108880 University Parkway Suite B
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Pensacola
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode032514
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear030000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0148368
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10114843
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0267820
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0263211
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0119452
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0114843
LegalFeesSchedule/LegalFees/Amount030695
LegalFeesSchedule/LegalFees/Category0Legal fees
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps025170
LegalFeesSchedule/LegalFees/NetInvestmentIncome05525
OtherDecreasesSchedule/OtherDecreases/Amount056103
OtherDecreasesSchedule/OtherDecreases/Description0Unrealized loss on investments
OtherExpensesSchedule/OtherExpenses/Description0Other
OtherExpensesSchedule/OtherExpenses/Description1Forgiveness of loans receivable
OtherExpensesSchedule/OtherExpenses/Description2Advertising
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps11944
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps27215
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05143
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11944
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks27215
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome021677
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1523
OtherIncomeSchedule2/OtherIncome/Description0Interest income on student loans receivable
OtherIncomeSchedule2/OtherIncome/Description1Misc. income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome021677
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks021677
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1523
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03500
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount135744
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Consulting
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1Investment and fiscal agent's fee
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps117872
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome117872
TaxesSchedule/Taxes/Amount0117
TaxesSchedule/Taxes/Category0Excise tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0596132238
ReturnHeader/Filer/Name/BusinessNameLine10J Hugh & Earle W Fellows Memorial Fund
ReturnHeader/Filer/NameControl0JHUG
ReturnHeader/Filer/Phone08504358300
ReturnHeader/Filer/USAddress/AddressLine10900 North 12th Avenue
ReturnHeader/Filer/USAddress/City0Pensacola
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032501
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-03-14
ReturnHeader/Officer/Name0C Roger Vinson
ReturnHeader/Officer/Phone08504358300
ReturnHeader/Officer/Title0Chairman
ReturnHeader/Preparer/DatePrepared02013-03-14
ReturnHeader/PreparerFirm/EIN0592922169
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Saltmarsh Cleaveland & Gund
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10900 North 12th Avenue
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Pensacola
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode032501
ReturnHeader/Preparer/Name0Charles F Gund Jr CPA
ReturnHeader/Preparer/Phone08504358300
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-05-01
ReturnHeader/TaxPeriodEndDate02012-04-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-03-15T13:54:33-05:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,975,649
Liabilities
$1,682
Net assets
$6,973,967
Revenue
-
Expenses
$121,858
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.21$0.15$1.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$0.40$0.12$0.27
2020Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$0.44$0.13$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.60$0.00$9.60$0.53$0.10$0.43
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.13$0.00$9.13$0.26$0.10$0.16
2016Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.47$0.11$0.36
2015Detailed filing. Detailed filing data is available for this year.$8.73$0.01$8.72$0.70$0.11$0.59
2014Detailed filing. Detailed filing data is available for this year.$8.42$0.01$8.41$0.39$0.09$0.30
2013Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.63$0.09
2012Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.97$0.12
2011Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.12