Civic Intelligence

Claude Stauffer Memorial Trust 27 011028543777

990PF • Fiscal year 2019 • EIN 59-7274205

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

P O Box 831041Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$46,795

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

50th percentile

2.3%

Faster asset growth than 50% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Assets

Up

$2,772,294

Up $121,096 (+4.6%) from 2017

Net Assets

Up

$2,772,294

Up $121,096 (+4.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$270,208

Up $112,808 (+72%) from 2017

Expenses

Up

$204,100

Up $32,795 (+19%) from 2017

Net Income

Up

$66,108

Up $80,013 (+575%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,963,466Liabilities 2011: $02011Assets 2012: $2,883,418Liabilities 2012: $02012Assets 2013: $2,814,423Liabilities 2013: $02013Assets 2014: $2,988,356Liabilities 2014: $02014Assets 2015: $2,747,316Liabilities 2015: $02015Assets 2016: $2,665,262Liabilities 2016: $0Net Assets 2016: $2,665,2622016Assets 2017: $2,651,198Liabilities 2017: $0Net Assets 2017: $2,651,1982017Assets 2019: $2,772,294Liabilities 2019: $0Net Assets 2019: $2,772,2942019Assets 2020: $2,795,271Liabilities 2020: $0Net Assets 2020: $2,795,2712020Assets 2021: $2,815,305Liabilities 2021: $0Net Assets 2021: $2,815,3052021Assets 2022: $2,754,365Liabilities 2022: $0Net Assets 2022: $2,754,3652022Assets 2023: $2,802,417Liabilities 2023: $12023

Highlighted filing

2019

Assets$2,772,294
Liabilities$0
Net Assets$2,772,294

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $78,229Expenses 2011: $104,853Net Income 2011: -$26,6242011Revenue 2012: $124,639Expenses 2012: $184,208Net Income 2012: -$59,5692012Revenue 2013: $133,504Expenses 2013: $202,499Net Income 2013: -$68,9952013Revenue 2014: $270,980Expenses 2014: $95,290Net Income 2014: $175,6902014Revenue 2015: $315,203Expenses 2015: $551,902Net Income 2015: -$236,6992015Revenue 2016: $78,486Expenses 2016: $167,975Net Income 2016: -$89,4892016Revenue 2017: $157,400Expenses 2017: $171,305Net Income 2017: -$13,9052017Revenue 2019: $270,208Expenses 2019: $204,100Net Income 2019: $66,1082019Revenue 2020: $256,219Expenses 2020: $242,523Net Income 2020: $13,6962020Revenue 2021: $269,695Expenses 2021: $249,592Net Income 2021: $20,1032021Revenue 2022: $233,587Expenses 2022: $294,191Net Income 2022: -$60,6042022Revenue 2023: $237,978Expenses 2023: $189,736Net Income 2023: $48,2422023

Highlighted filing

2019

Revenue$270,208
Expenses$204,100
Net Income$66,108
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$46,795-$46,795
Filing and Contact Details

Filer

Filer Name
Claude Stauffer Memorial Trust
EIN
59-7274205
Phone
8003577094
Address
P O BOX 831041, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8003577094
Signed
2020-05-08
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0270208
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028077
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt046795
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt089811
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt066108
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0672557
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0217679
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01519
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08205
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0204100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0248086
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0270208
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019218
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030407
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt056311
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12004-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82008-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92007-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112008-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122007-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132007-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142006-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152008-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162008-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172005-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222010-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262003-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322009-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332009-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342010-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352009-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362010-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372009-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382011-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392002-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402010-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412010-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422018-10-05

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