Civic Intelligence

Albert G Rives Charitable Trust

990PF • Fiscal year 2012 • EIN 63-6192123

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 19, 2013

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

91st percentile

$26,851

Higher top officer pay than 91% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

31st percentile

-2.7%

Faster asset growth than 31% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,379,293

Down $66,927 (-2.7%) from 2011

Net Assets

Down

$2,379,293

Down $66,927 (-2.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$137,792

Up $6,554 (+5.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,446,220Liabilities 2011: $0Net Assets 2011: $2,446,2202011Assets 2012: $2,379,293Liabilities 2012: $0Net Assets 2012: $2,379,2932012Assets 2013: $2,357,567Liabilities 2013: $0Net Assets 2013: $2,357,5672013Assets 2014: $2,340,308Liabilities 2014: $0Net Assets 2014: $2,340,3082014Assets 2015: $2,225,476Liabilities 2015: $0Net Assets 2015: $2,225,4762015Assets 2016: $2,143,933Liabilities 2016: $0Net Assets 2016: $2,143,9332016Assets 2017: $2,155,904Liabilities 2017: $0Net Assets 2017: $2,155,9042017Assets 2018: $2,137,723Liabilities 2018: $0Net Assets 2018: $2,137,7232018Assets 2019: $2,211,889Liabilities 2019: $0Net Assets 2019: $2,211,8892019Assets 2020: $2,250,575Liabilities 2020: $0Net Assets 2020: $2,250,5752020Assets 2021: $2,447,541Liabilities 2021: $0Net Assets 2021: $2,447,5412021Assets 2022: $2,359,754Liabilities 2022: $0Net Assets 2022: $2,359,7542022Assets 2023: $2,246,867Liabilities 2023: $0Net Assets 2023: $2,246,8672023Assets 2024: $2,218,754Liabilities 2024: $0Net Assets 2024: $2,218,7542024

Highlighted filing

2012

Assets$2,379,293
Liabilities$0
Net Assets$2,379,293
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $131,2382011Expenses 2012: $137,7922012Revenue 2013: $113,205Expenses 2013: $137,394Net Income 2013: -$24,1892013Revenue 2014: $127,749Expenses 2014: $139,703Net Income 2014: -$11,9542014Revenue 2015: $46,623Expenses 2015: $165,818Net Income 2015: -$119,1952015Revenue 2016: $89,408Expenses 2016: $169,630Net Income 2016: -$80,2222016Revenue 2017: $148,467Expenses 2017: $136,396Net Income 2017: $12,0712017Revenue 2018: $148,878Expenses 2018: $166,709Net Income 2018: -$17,8312018Revenue 2019: $240,396Expenses 2019: $164,836Net Income 2019: $75,5602019Revenue 2020: $196,896Expenses 2020: $159,037Net Income 2020: $37,8592020Revenue 2021: $393,869Expenses 2021: $197,008Net Income 2021: $196,8612021Revenue 2022: $105,834Expenses 2022: $190,813Net Income 2022: -$84,9792022Revenue 2023: $83,527Expenses 2023: $195,742Net Income 2023: -$112,2152023Revenue 2024: $139,094Expenses 2024: $168,903Net Income 2024: -$29,8092024

Highlighted filing

2012

Revenue-
Expenses$137,792
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 19, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACotrusteeFT$26,851-$26,851
Robert RivesCotrustee-$2,400-$2,400
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTHSIDE BAPTIST CHURCHCONTRIBUTIONPUBLIC CHARITYBIRMINGHAM, AL, US$34,980
Paid GrantSAMFORD UNIVERSITYCONTRIBUTIONPUBLIC CHARITYBIRMINGHAM, AL, US$34,980
Paid GrantUNIVERSITY OF AL SCHOOL OFSUPPORTPUBLICLY SUPPORTEDTUSCALOOSA, AL, US$26,235
Paid GrantUNIVERSITY OF ALABAMA SCHOOLCONTRIBUTIONPUBLIC CHARITYTUSCALOOSA, AL, US$8,745
Filing and Contact Details

Filer

EIN
63-6192123
Raw XML AppendixShowing 400 of 863 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset191. INVESCO INTL GROWTH-Y #8516
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset270. ARTISAN MID CAP FUND-INS #1333
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3761. CREDIT SUISSE COMM RET ST-I #2156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4204. DIAMOND HILL LONG-SHORT FD CL I #11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5163. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6323. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7135. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset856. FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9162. GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset102405.025 GOLDMAN SACHS GROWTH OPPORTUNITIES INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11411. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset123241. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13129. HUSSMAN STRATEGIC GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14194. KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset152296.891 KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16107.973 KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17129. MERGER FD SH BEN INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18631. MERGER FD SH BEN INT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19397. PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset201882. PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21132. PIMCO FOREIGN BOND FUND-INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22149. ROWE T PRICE BLUE CHIP GROWTH FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23172. SPDR DJ WILSHIRE INTERNATIONAL REAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2496. SPDR DJ WILSHIRE INTERNATIONAL REAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25135. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26146. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27953. TCW GALILEO FDS INC SMALL CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset284576. TEMPLETON FOREIGN FD - ADV #604
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2939. VANGARD MSCI EMERGING MARKETS EFT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3094. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3176. VANGUARD REIT VIPER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3225. VANGUARD REIT VIPER

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,379,293
Liabilities
$0
Net assets
$2,379,293
Revenue
-
Expenses
$137,792
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.14$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.08$0.20$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.11$0.19$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.39$0.20$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.20$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.24$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.15$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.15$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.09$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.05$0.17$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.13$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.11$0.14$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.13