Civic Intelligence

L R Oates Tr UW Florida National Bank at Lakeland Tr Dept 113 S

990PF • Fiscal year 2012 • EIN 59-6672364

Jun 01, 2011 to May 31, 2012 • Filed on Oct 10, 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

35th percentile

0.00x

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

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

85th percentile

$8,371

Higher top officer pay than 85% of similar nonprofits.

2012 filings • $500k-$1M 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 / Assets35th percentile

Assets

$632,714

No earlier filing loaded for comparison.

Net Assets

$632,714

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

$38,919

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.

$800K$600K$400K$200K$0Assets 2012: $632,714Liabilities 2012: $0Net Assets 2012: $632,7142012Assets 2013: $606,721Liabilities 2013: $0Net Assets 2013: $606,7212013Assets 2014: $586,337Liabilities 2014: $0Net Assets 2014: $586,3372014Assets 2015: $589,466Liabilities 2015: $0Net Assets 2015: $589,4662015Assets 2016: $526,963Liabilities 2016: $0Net Assets 2016: $526,9632016Assets 2017: $541,985Liabilities 2017: $0Net Assets 2017: $541,9852017Assets 2019: $541,627Liabilities 2019: $0Net Assets 2019: $541,6272019Assets 2020: $559,766Liabilities 2020: $0Net Assets 2020: $559,7662020Assets 2021: $567,844Liabilities 2021: $0Net Assets 2021: $567,8442021Assets 2022: $567,113Liabilities 2022: $0Net Assets 2022: $567,1132022Assets 2023: $535,238Liabilities 2023: $0Net Assets 2023: $535,2382023Assets 2024: $532,252Liabilities 2024: $0Net Assets 2024: $532,2522024Assets 2025: $525,666Liabilities 2025: $0Net Assets 2025: $525,6662025

Highlighted filing

2012

Assets$632,714
Liabilities$0
Net Assets$632,714
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2012: $38,9192012Expenses 2013: $45,8282013Revenue 2014: $27,251Expenses 2014: $42,422Net Income 2014: -$15,1712014Revenue 2015: $49,567Expenses 2015: $41,495Net Income 2015: $8,0722015Revenue 2016: $571Expenses 2016: $55,232Net Income 2016: -$54,6612016Revenue 2017: $48,484Expenses 2017: $39,777Net Income 2017: $8,7072017Revenue 2019: $55,635Expenses 2019: $37,699Net Income 2019: $17,9362019Revenue 2020: $50,804Expenses 2020: $55,687Net Income 2020: -$4,8832020Revenue 2021: $56,698Expenses 2021: $57,036Net Income 2021: -$3382021Revenue 2022: $53,099Expenses 2022: $45,164Net Income 2022: $7,9352022Revenue 2023: $10,971Expenses 2023: $43,268Net Income 2023: -$32,2972023Revenue 2024: $18,627Expenses 2024: $26,481Net Income 2024: -$7,8542024Revenue 2025: $30,420Expenses 2025: $36,961Net Income 2025: -$6,5412025

Highlighted filing

2012

Revenue-
Expenses$38,919
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Oct 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bank NATrusteeFT$8,371-$8,371
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCENTER FOR SCHOLARSHIPGENERALEXEMPTTAYLORS, SC, US$25,500
Filing and Contact Details

Filer

EIN
59-6672364
Raw XML AppendixShowing 400 of 1,047 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/DateAcquired02011-04-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242011-08-30
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired392008-05-05
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired542007-07-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired592009-02-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired642010-12-21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired732007-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired742007-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired752007-07-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired812007-07-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-07-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-07-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-04-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-02-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-04-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-07-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-07-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-07-14

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$632,714
Liabilities
$0
Net assets
$632,714
Revenue
-
Expenses
$38,919
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.30$0.37$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$0.19$0.26$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$0.11$0.43$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.00$5.67$0.53$0.45$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.57$0.57$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$0.51$0.56$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.56$0.38$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.48$0.40$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.01$0.55$0.55
2015Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.50$0.41$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.27$0.42$0.15
2013Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.46
2012Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.39