Civic Intelligence

Sara C Cassidy Succ Tr UW 44-20-L167-002

990PF • Fiscal year 2010 • EIN 61-6192446

Mar 01, 2009 to Feb 28, 2010 • Filed on May 07, 2010

Organization Profile
P O Box 9465144101-4651
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k 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

86th percentile

$1,344

Higher top officer pay than 86% of similar nonprofits.

2010 filings • <$500k 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.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$300,705

No earlier filing loaded for comparison.

Net Assets

$300,705

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

$15,348

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.

$400K$300K$200K$100K$0Assets 2010: $300,705Liabilities 2010: $0Net Assets 2010: $300,7052010Assets 2012: $313,110Liabilities 2012: $0Net Assets 2012: $313,1102012Assets 2013: $309,486Liabilities 2013: $0Net Assets 2013: $309,4862013Assets 2014: $331,580Liabilities 2014: $0Net Assets 2014: $331,5802014Assets 2015: $329,973Liabilities 2015: $12015Assets 2016: $330,411Liabilities 2016: $12016Assets 2017: $364,545Liabilities 2017: $0Net Assets 2017: $364,5452017Assets 2018: $373,634Liabilities 2018: $0Net Assets 2018: $373,6342018Assets 2019: $365,671Liabilities 2019: $0Net Assets 2019: $365,6712019Assets 2020: $399,320Liabilities 2020: $0Net Assets 2020: $399,3202020Assets 2021: $387,026Liabilities 2021: $0Net Assets 2021: $387,0262021Assets 2022: $399,548Liabilities 2022: $0Net Assets 2022: $399,5482022Assets 2023: $376,687Liabilities 2023: $0Net Assets 2023: $376,6872023Assets 2024: $364,711Liabilities 2024: $12024Assets 2025: $360,449Liabilities 2025: $0Net Assets 2025: $360,4492025

Highlighted filing

2010

Assets$300,705
Liabilities$0
Net Assets$300,705
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $15,3482010Expenses 2012: $16,9962012Expenses 2013: $18,4862013Revenue 2014: $40,013Expenses 2014: $17,921Net Income 2014: $22,0922014Revenue 2015: $24,488Expenses 2015: $26,135Net Income 2015: -$1,6472015Revenue 2016: $18,429Expenses 2016: $17,942Net Income 2016: $4872016Revenue 2017: $55,172Expenses 2017: $20,947Net Income 2017: $34,2252017Revenue 2018: $22,200Expenses 2018: $13,104Net Income 2018: $9,0962018Revenue 2019: $22,981Expenses 2019: $30,943Net Income 2019: -$7,9622019Revenue 2020: $56,059Expenses 2020: $22,410Net Income 2020: $33,6492020Revenue 2021: $11,627Expenses 2021: $23,615Net Income 2021: -$11,9882021Revenue 2022: $36,021Expenses 2022: $23,364Net Income 2022: $12,6572022Revenue 2023: $2,116Expenses 2023: $25,419Net Income 2023: -$23,3032023Revenue 2024: $9,417Expenses 2024: $21,500Net Income 2024: -$12,0832024Revenue 2025: $19,512Expenses 2025: $23,578Net Income 2025: -$4,0662025

Highlighted filing

2010

Revenue-
Expenses$15,348
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2009 to Feb 28, 2010
Signed
May 7, 2010
Return Version
2009v1.3
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$1,344-$1,344
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEPISCOPAL DIOCESEGENERAL SUPPORTPUBLICLEXINGTON, KY, US$13,216
Filing and Contact Details

Filer

EIN
61-6192446
Raw XML Appendix327 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.

Path#Value
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0370
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss08963
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-56789
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice098013
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss015348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome09333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-41441
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0710
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02132
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
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IRS990PF/BalanceSheets/CapitalStockEOY0300705
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0324235
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0115961
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0117832
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0149566
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0168354
IRS990PF/BalanceSheets/InvestmentsOtherBOY026000
IRS990PF/BalanceSheets/InvestmentsOtherEOY026000
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV021252
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY05113
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY09178
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IRS990PF/BalanceSheets/TotalAssetsBOY0355348
IRS990PF/BalanceSheets/TotalAssetsEOY0300705
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0355348
IRS990PF/BalanceSheets/TotalNetAssetsEOY0300705
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-50774
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12157
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis73164
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis83844
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12003-02-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-04-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32002-12-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02009-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12009-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22009-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32009-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42009-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52009-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62009-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72009-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82009-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01277.059 ALLEGIANT GOVT MORTGAGE FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1203.287 ALLEGIANT TOTL RET ADVANTAGE CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2138.763 ALLEGIANT MID CAP VALUE FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35337.667 ALLEGIANT LG CAP VALUE FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4123. ISHARES IBOXX $ INVESTOP INVESTMENT GRADE CORP BD FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5185. ISHARES TR RUSSELL 2000 INDEX FD ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6238.685 T ROWE PRICE HIGH YIELD FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset760.846 ROWE T PRICE MID-CAP GROWTH FD INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8207.547 TEMPLETON INSTL FDS INC EMERGING MKTS SER
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases02146
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0300705
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04459
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0KY
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount013216
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10EPISCOPAL DIOCESE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 610
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LEXINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode040586
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013216
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01165
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1014145
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014468
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions015310
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY013303
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear014145
OtherIncreasesSchedule/OtherIncreases/Amount0326
OtherIncreasesSchedule/OtherIncreases/Amount11820
OtherIncreasesSchedule/OtherIncreases/Description0POSTED CURR YR TAXED PRIOR YR
OtherIncreasesSchedule/OtherIncreases/Description1FEE ADJUSTMENT
TaxesSchedule/Taxes/Amount035
TaxesSchedule/Taxes/Amount13
TaxesSchedule/Taxes/Category0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome035
TaxesSchedule/Taxes/NetInvestmentIncome13
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616192446
ReturnHeader/Filer/Name/BusinessNameLine10SARA C CASSIDY SUCC TR UW
ReturnHeader/Filer/NameControl0CASS
ReturnHeader/Filer/Phone02162574714
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 94651
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0441014651
ReturnHeader/Officer/DateSigned02010-05-07
ReturnHeader/Officer/Name0ROBERT D BROWN
ReturnHeader/Officer/Phone02162574714
ReturnHeader/Officer/Title0TAX MANAGER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02009-03-01
ReturnHeader/TaxPeriodEndDate02010-02-28
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02010-05-27T08:17:24-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,705
Liabilities
$0
Net assets
$300,705
Revenue
-
Expenses
$15,348
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.20$0.24$0.04
2024Summary only. Only limited summary data is available for this year.$3.65$0.00$0.09$0.22$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.02$0.25$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.36$0.23$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.12$0.24$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$0.56$0.22$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.23$0.31$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.22$0.13$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.55$0.21$0.34
2016Summary only. Only limited summary data is available for this year.$3.30$0.00$0.18$0.18$0.00
2015Summary only. Only limited summary data is available for this year.$3.30$0.00$0.24$0.26$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.40$0.18$0.22
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.18
2012Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.17
2010Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.15