Civic Intelligence

Moeller William E & Mary E Chartiable Trust

990PF • Fiscal year 2011 • EIN 59-7214278

Dec 01, 2010 to Nov 30, 2011 • Filed on Dec 15, 2011

Organization Profile
PO Box 344332085-3443
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

94th percentile

$35,820

Higher top officer pay than 94% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

15th percentile

-8.8%

Faster asset growth than 15% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,173,630

Down $400,877 (-8.8%) from 2010

Net Assets

Down

$4,173,630

Down $400,877 (-8.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$161,805

Down $20,708 (-11%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,574,507Liabilities 2010: $0Net Assets 2010: $4,574,5072010Assets 2011: $4,173,630Liabilities 2011: $0Net Assets 2011: $4,173,6302011Assets 2012: $4,197,650Liabilities 2012: $0Net Assets 2012: $4,197,6502012Assets 2013: $4,158,093Liabilities 2013: $0Net Assets 2013: $4,158,0932013Assets 2014: $4,166,902Liabilities 2014: $0Net Assets 2014: $4,166,9022014Assets 2015: $4,157,015Liabilities 2015: $0Net Assets 2015: $4,157,0152015Assets 2016: $4,124,440Liabilities 2016: $0Net Assets 2016: $4,124,4402016Assets 2017: $4,118,430Liabilities 2017: $0Net Assets 2017: $4,118,4302017Assets 2018: $4,135,620Liabilities 2018: $0Net Assets 2018: $4,135,6202018Assets 2019: $4,078,678Liabilities 2019: $12019Assets 2020: $4,042,154Liabilities 2020: $0Net Assets 2020: $4,042,1542020Assets 2021: $3,998,987Liabilities 2021: $0Net Assets 2021: $3,998,9872021Assets 2022: $4,027,362Liabilities 2022: $0Net Assets 2022: $4,027,3622022Assets 2023: $4,070,150Liabilities 2023: $12023

Highlighted filing

2011

Assets$4,173,630
Liabilities$0
Net Assets$4,173,630
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $182,5132010Expenses 2011: $161,8052011Expenses 2012: $180,4272012Expenses 2013: $167,4662013Revenue 2014: $175,657Expenses 2014: $166,848Net Income 2014: $8,8092014Revenue 2015: $156,105Expenses 2015: $165,992Net Income 2015: -$9,8872015Revenue 2016: $138,880Expenses 2016: $171,455Net Income 2016: -$32,5752016Revenue 2017: $173,244Expenses 2017: $179,254Net Income 2017: -$6,0102017Revenue 2018: $206,839Expenses 2018: $189,649Net Income 2018: $17,1902018Revenue 2019: $108,126Expenses 2019: $165,068Net Income 2019: -$56,9422019Revenue 2020: $109,525Expenses 2020: $146,049Net Income 2020: -$36,5242020Revenue 2021: $100,985Expenses 2021: $144,152Net Income 2021: -$43,1672021Revenue 2022: $246,561Expenses 2022: $218,186Net Income 2022: $28,3752022Revenue 2023: $336,112Expenses 2023: $293,324Net Income 2023: $42,7882023

Highlighted filing

2011

Revenue-
Expenses$161,805
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
Dec 15, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SUNDEMANTrusteePT$35,820-$35,820
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE LORDS TEMPLEFORSUPPORTPROGRAMSPUBLICHASTINGS, FL, US$5,450
Paid GrantFIRST UNITED METHODISTFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$5,000
Paid GrantSAFE PET RESCUE INCFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$2,700
Paid GrantASSOC OF SMALL FOUNDATIONSFORSUPPORTPROGRAMSPUBICWASHINGTON, DC, US$2,695
Paid GrantER WARD CHARITABLE TRFORSUPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$1,800
Paid GrantST JOSEPH ACADEMYFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$1,500
Paid GrantLIMELIGHT THEATRE INCFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$750
Paid GrantSALVATION ARMYFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$750
Paid GrantST AUG HISTORICAL SOCIETYFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$750
Paid GrantTWENTYNINE PALMS HIST SOCFORSUPPORTPROGRAMSPUBLICTWENTYNIE PALMS, CA, US$750
Paid GrantBOY SCOUTS OF AMERICAFORSUPPORTPROGRAMSPUBLICJACKSONVILLE, FL, US$500
Paid GrantCOMMUNITY HOSPICE NE FLFORSUPPORTPROGRAMSPUBLICJACKSONVILLE, FL, US$500
Paid GrantHAVEN HORSE RANCHFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$500
Paid GrantMILL CREEK CONG JEHOVAHFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$500
Paid GrantST AUGUSTINE HUMANE SOCFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$500
Paid GrantYMCAFORSUPPORTCHURCHPUBLCST AUGUSTINE, FL, US$500
Paid GrantCHASERESCORLA SCHOLARSHIP FNFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$250
Filing and Contact Details

Filer

EIN
59-7214278
Raw XML AppendixShowing 400 of 779 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AMERICAN ELECTRIC POWER CO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CITIGROUP INC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3COMCAST CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4FIRST ENERGY CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5FRONTIER COMMUNICATIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6MOTORS LIQUIDATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7NCR CORPORATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8PFIZER INC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14BLACKROCK MUNIYIELD QTY
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Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,173,630
Liabilities
$0
Net assets
$4,173,630
Revenue
-
Expenses
$161,805
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.07$0.00$0.34$0.29$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.25$0.22$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.10$0.14$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.11$0.15$0.04
2019Summary only. Only limited summary data is available for this year.$4.08$0.00$0.11$0.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.21$0.19$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.17$0.18$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.14$0.17$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.18$0.17$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.17
2012Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.18
2011Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.16
2010Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.18