Civic Intelligence

Patrick Calhoun Char Tr Custody First Bankers

990PF • Fiscal year 2011 • EIN 61-6129304

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 26, 2012

Organization Profile
P O Box 1118 Ml Cn-oh-w10x45201-1118
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.

2011 filings • $500k-$1M 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

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$918,190

No earlier filing loaded for comparison.

Net Assets

$918,190

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

$69,320

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.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $918,190Liabilities 2011: $0Net Assets 2011: $918,1902011Assets 2012: $886,126Liabilities 2012: $02012Assets 2013: $885,823Liabilities 2013: $0Net Assets 2013: $885,8232013Assets 2014: $891,558Liabilities 2014: $0Net Assets 2014: $891,5582014Assets 2015: $833,848Liabilities 2015: $0Net Assets 2015: $833,8482015Assets 2018: $789,060Liabilities 2018: $0Net Assets 2018: $789,0602018Assets 2019: $743,148Liabilities 2019: $02019Assets 2020: $669,827Liabilities 2020: $02020Assets 2021: $1,504,383Liabilities 2021: $0Net Assets 2021: $1,504,3832021Assets 2022: $1,420,911Liabilities 2022: $0Net Assets 2022: $1,420,9112022Assets 2023: $1,374,988Liabilities 2023: $0Net Assets 2023: $1,374,9882023Assets 2024: $1,308,273Liabilities 2024: $0Net Assets 2024: $1,308,2732024

Highlighted filing

2011

Assets$918,190
Liabilities$0
Net Assets$918,190
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $69,3202011Revenue 2012: $38,653Expenses 2012: $70,719Net Income 2012: -$32,0662012Revenue 2013: $77,575Expenses 2013: $77,880Net Income 2013: -$3052013Revenue 2014: $91,270Expenses 2014: $84,879Net Income 2014: $6,3912014Revenue 2015: $32,892Expenses 2015: $91,596Net Income 2015: -$58,7042015Revenue 2018: $75,191Expenses 2018: $94,778Net Income 2018: -$19,5872018Revenue 2019: $44,333Expenses 2019: $90,243Net Income 2019: -$45,9102019Revenue 2020: $25,862Expenses 2020: $99,604Net Income 2020: -$73,7422020Revenue 2021: $941,493Expenses 2021: $102,571Net Income 2021: $838,9222021Revenue 2022: $33,994Expenses 2022: $117,465Net Income 2022: -$83,4712022Revenue 2023: $51,125Expenses 2023: $97,049Net Income 2023: -$45,9242023Revenue 2024: $54,120Expenses 2024: $120,764Net Income 2024: -$66,6442024

Highlighted filing

2011

Revenue-
Expenses$69,320
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 26, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSALVATION ARMYHELPING WITH THE CHARITABLE PROGRAMSPUBLICLOUISVILLE, KY, US$22,500
Paid GrantNORTON- KOSAIR CHILDREN'S HOSPITALPROVIDING FULL CARE FOR ALL CHILDRENPUBLICLOUISVILLE, KY, US$10,250
Paid GrantAMERICAN PRNTNG HOUSE FOR THE BLINDHELPING ORG TO CONTINUE IT'S CHARITBLE OPERATPUBLICLOUISVILLE, KY, US$5,750
Paid GrantKENTUCKY EASTER SEAL SOCIETY FORHELPING INDIVIDUALS WITH DISABILITIES & FAMILPUBLICLEXINGTON, KY, US$5,750
Paid GrantLINCOLN HERITAGE COUNCIL BOY SCOUTSTO SUPPORT PROGRAM DEVELOPMENT, CAMP PPTYS, VPUBLICLOUISVILLE, KY, US$4,250
Paid GrantKENTUCKIANA GIRL SCOUT COUNCILTO SUPPORT PROGRAM DEVELOPMENT, CAMP PPTYS,PUBLICLOUISVILLE, KY, US$4,250
Paid GrantYALE UNIVERSITY-CALHOUN COLLEGEFOR EDUCATIONAL PROGRAMSPUBLICNEW HAVEN, CT, US$1,800
Paid GrantPLANNED PARENTHOOD OF LOUISVILLEHELPING LOW INCOME FAMILIESPUBLICLOUISVILLE, KY, US$450
Filing and Contact Details

Filer

EIN
61-6129304
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-07-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-08-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-10-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0.6014 FIRST HORIZON NATIONAL CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset155000. U S TREASURY BILL 1/13/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset225000. U S TREASURY BILL 2/03/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset350000. F F C B DEB 4.875% 3/04/24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset455000. U S TREASURY BILL 4/14/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset525000. U S TREASURY BILL 5/05/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6200. ALBERTO CULVER CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset720000. U S TREASURY BILL 7/14/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset850000. U S TREASURY NT 5.125% 6/30/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset935000. U S TREASURY BILL 7/14/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1025000. F H L B DEB 6.000% 7/26/17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1125000. U S TREASURY BILL 8/04/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12. MOTOROLA INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset131000. DUKE ENERGY CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset141000. REGIONS FINL CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1535000. U S TREASURY BILL 10/13/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1625000. U S TREASURY BILL 11/03/11
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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
$918,190
Liabilities
$0
Net assets
$918,190
Revenue
-
Expenses
$69,320
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.12$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.03$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.94$0.10$0.84
2020Summary only. Only limited summary data is available for this year.$0.67$0.00$0.03$0.10$0.07
2019Summary only. Only limited summary data is available for this year.$0.74$0.00$0.04$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.08$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.08$0.08$0.00
2012Summary only. Only limited summary data is available for this year.$0.89$0.00$0.04$0.07$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07