Civic Intelligence

Moeller William E & Mary E Chartiable Trust

990PF • Fiscal year 2010 • EIN 59-7214278

Dec 01, 2009 to Nov 30, 2010 • Filed on Apr 14, 2011

PO Box 344332085-3443
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

95th percentile

$35,820

Higher top officer pay than 95% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$4,574,507

No earlier filing loaded for comparison.

Net Assets

$4,574,507

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$182,513

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2010

Assets$4,574,507
Liabilities$0
Net Assets$4,574,507

Operations Trend

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

2010

Revenue-
Expenses$182,513
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2009 to Nov 30, 2010
Signed
Apr 14, 2011
Return Version
2009v1.3
Compensation and Service Providers

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALHPA OMEGA MIRACLE HOMEFORSUPPORTPROGRAMSPUBICST AUGUSTINE, FL, US$11,000
Paid GrantKETTERLINUS ELEMENARY SCHOOLFORSUPPORTEDUCATIONPUBLICST AUGUSTINE, FL, US$9,000
Paid GrantSAFE PET RESCUE INCFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$2,100
Paid GrantMEMORIAL LUTHERAN CHPL SCFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$2,000
Paid GrantASSOC OF SMALL FOUNDATIONSFORSUPPORTPROGRAMSPUBICWASHINGTON, DC, US$1,500
Paid GrantST JOSEPH ACADEMYFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$1,250
Paid GrantTHE BENTSTAR PROJECTFORSUPPORTPROGRAMSPUBLICWOODLAND, CA, US$1,000
Paid GrantGOLIATH & BEBES WORLDFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$1,000
Paid GrantST AUGUSTINE YOUTH SERVICESFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$1,000
Paid GrantST GERARD CAMPUSFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$1,000
Paid GrantTHE LORDS TEMPLEFORSUPPORTPROGRAMSPUBLICHASTINGS, FL, US$1,000
Paid GrantMEMORIAL PRYSBT CHURCHFORSUPPORTCHURCHPUBLICST AUGUSTINE, FL, US$1,000
Paid GrantDIAMOND IN THE ROUGH FARMFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$750
Paid GrantWOMENS EXCHANGEE MUSEUMFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$750
Paid GrantCHASERESCORLA SCHOLARSHIP FNFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$500
Paid GrantCATHEDRAL EARLY ED CTRFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$500
Filing and Contact Details

Filer

EIN
59-7214278
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N\A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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Filings

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