Civic Intelligence

Roger L Main Charitable Trust

990PF • Fiscal year 2012 • EIN 59-6747884

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 16, 2013

Organization Profile
1 West 4th Street D4000-04127101
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

84th percentile

$17,476

Higher top officer pay than 84% of similar nonprofits.

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

Asset Growth

28th percentile

-3.2%

Faster asset growth than 28% of similar nonprofits.

2012 filings • $1M-$5M 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 / Assets27th percentile

Assets

Down

$1,388,986

Down $46,346 (-3.2%) from 2011

Net Assets

Down

$1,388,986

Down $46,346 (-3.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$88,764

Down $11,435 (-11%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,435,332Liabilities 2011: $0Net Assets 2011: $1,435,3322011Assets 2012: $1,388,986Liabilities 2012: $0Net Assets 2012: $1,388,9862012Assets 2013: $1,375,912Liabilities 2013: $02013Assets 2014: $1,348,696Liabilities 2014: $02014Assets 2015: $1,312,964Liabilities 2015: $02015Assets 2018: $1,234,960Liabilities 2018: $0Net Assets 2018: $1,234,9602018Assets 2019: $1,208,467Liabilities 2019: $1Net Assets 2019: $1,208,4672019Assets 2020: $1,157,608Liabilities 2020: $1Net Assets 2020: $1,157,6082020Assets 2021: $1,194,302Liabilities 2021: $1Net Assets 2021: $1,194,3022021Assets 2022: $1,172,471Liabilities 2022: $1Net Assets 2022: $1,172,4712022Assets 2023: $1,146,526Liabilities 2023: $1Net Assets 2023: $1,146,5262023Assets 2024: $1,285,230Liabilities 2024: $0Net Assets 2024: $1,285,2302024

Highlighted filing

2012

Assets$1,388,986
Liabilities$0
Net Assets$1,388,986
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $100,1992011Expenses 2012: $88,7642012Revenue 2013: $84,201Expenses 2013: $98,848Net Income 2013: -$14,6472013Revenue 2014: $88,404Expenses 2014: $113,616Net Income 2014: -$25,2122014Revenue 2015: $69,563Expenses 2015: $107,421Net Income 2015: -$37,8582015Revenue 2018: $119,646Expenses 2018: $83,442Net Income 2018: $36,2042018Revenue 2019: $58,326Expenses 2019: $84,336Net Income 2019: -$26,0102019Revenue 2020: $54,800Expenses 2020: $105,442Net Income 2020: -$50,6422020Revenue 2021: $145,502Expenses 2021: $108,912Net Income 2021: $36,5902021Revenue 2022: $61,698Expenses 2022: $82,811Net Income 2022: -$21,1132022Revenue 2023: $54,292Expenses 2023: $79,511Net Income 2023: -$25,2192023Revenue 2024: $168,193Expenses 2024: $30,221Net Income 2024: $137,9722024

Highlighted filing

2012

Revenue-
Expenses$88,764
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 16, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bank NATrustee-$17,476-$17,476
DAVID W FOERSTERCo-TrusteePT$17,460-$17,460
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJacksonville Symphony AssociationGENERAL SUPPORTPUBLIC EXEMPTJacksonville, FL, US$25,000
Paid GrantMemorial Park Association IncGENERAL SUPPORT GRANT501(C)(3)JACKSONVILLE, FL, US$12,000
Paid GrantDette Holden Cummer Museum FdnGENERAL SUPPORTPUBLIC EXEMPTJacksonville, FL, US$9,000
Paid GrantThe National Society of theGENERAL SUPPORTPUBLIC EXEMPTSelma, AL, US$5,000
Paid GrantIM Sulzbacher CenterSUPPORTPUBLIC CHARITYJacksonville, FL, US$2,000
Filing and Contact Details

Filer

EIN
59-6747884
Raw XML AppendixShowing 400 of 544 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/GrossSalesPrice12100000
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0796
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01186
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01389782
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01435332
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01388986
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted068340
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj068340
IRS990PF/DistributableAmount/DistributableAmountBeforeDed068340
IRS990PF/DistributableAmount/MinimumInvestmentReturn068631
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0291
IRS990PF/DistributableAmount/TotalTax0291
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0164
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0291
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0164
IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01393525
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances022390
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01371135
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable020903
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation017476
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation117460
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Wells Fargo Bank NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAVID W FOERSTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 W WT Harris Blvd D1114-044
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine115023 YACHT CLUB ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Charlotte
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1JACKSONVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0282881161
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode132207
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct066960
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets066814
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.048676
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.053589
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.051312
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.052405
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.038572
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.047504
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01372622
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101375632
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501915877
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1073719
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2067156
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IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions061734
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions061734
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Wells Fargo Bank NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03367478182
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 W 4TH STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINSTON SALEM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0271013818
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0true
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,388,986
Liabilities
$0
Net assets
$1,388,986
Revenue
-
Expenses
$88,764
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.17$0.03$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.08$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.15$0.11$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.05$0.11$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.06$0.08$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.12$0.08$0.04
2015Summary only. Only limited summary data is available for this year.$1.31$0.00$0.07$0.11$0.04
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$0.09$0.11$0.03
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$0.08$0.10$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10