Civic Intelligence

Melba Bayers Meyer Char Tr

990PF • Fiscal year 2014 • EIN 65-6192782

Jun 01, 2013 to May 31, 2014 • Filed on Sep 09, 2014

Organization Profile
1525 W Wt Harris Blvd D1114-04428262

(855) 739-2922

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

91st percentile

60%

Higher net margin than 91% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$77,401

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

72nd percentile

9.3%

Faster asset growth than 72% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,397,528

Up $544,694 (+9.3%) from 2013

Net Assets

Up

$6,397,528

Up $544,694 (+9.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin91st percentile

Revenue

$910,042

No earlier filing loaded for comparison.

Expenses

Down

$364,150

Down $29,809 (-7.6%) from 2013

Net Income

$545,892

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,879,012Liabilities 2012: $0Net Assets 2012: $5,879,0122012Assets 2013: $5,852,834Liabilities 2013: $0Net Assets 2013: $5,852,8342013Assets 2014: $6,397,528Liabilities 2014: $0Net Assets 2014: $6,397,5282014Assets 2015: $6,254,441Liabilities 2015: $0Net Assets 2015: $6,254,4412015Assets 2016: $6,102,374Liabilities 2016: $0Net Assets 2016: $6,102,3742016Assets 2017: $5,894,262Liabilities 2017: $0Net Assets 2017: $5,894,2622017Assets 2019: $5,741,962Liabilities 2019: $0Net Assets 2019: $5,741,9622019Assets 2020: $5,668,725Liabilities 2020: $02020Assets 2021: $5,715,329Liabilities 2021: $0Net Assets 2021: $5,715,3292021Assets 2022: $5,444,862Liabilities 2022: $0Net Assets 2022: $5,444,8622022Assets 2023: $5,269,498Liabilities 2023: $12023Assets 2024: $5,055,092Liabilities 2024: $12024Assets 2025: $5,202,000Liabilities 2025: $0Net Assets 2025: $5,202,0002025

Highlighted filing

2014

Assets$6,397,528
Liabilities$0
Net Assets$6,397,528
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2012: $305,5682012Expenses 2013: $393,9592013Revenue 2014: $910,042Expenses 2014: $364,150Net Income 2014: $545,8922014Revenue 2015: $269,676Expenses 2015: $415,451Net Income 2015: -$145,7752015Revenue 2016: $253,990Expenses 2016: $406,237Net Income 2016: -$152,2472016Revenue 2017: $165,844Expenses 2017: $372,766Net Income 2017: -$206,9222017Revenue 2019: $353,456Expenses 2019: $380,122Net Income 2019: -$26,6662019Revenue 2020: $290,762Expenses 2020: $374,977Net Income 2020: -$84,2152020Revenue 2021: $458,519Expenses 2021: $399,586Net Income 2021: $58,9332021Revenue 2022: $112,568Expenses 2022: $380,733Net Income 2022: -$268,1652022Revenue 2023: $238,969Expenses 2023: $417,266Net Income 2023: -$178,2972023Revenue 2024: $171,396Expenses 2024: $386,956Net Income 2024: -$215,5602024Revenue 2025: $533,326Expenses 2025: $386,570Net Income 2025: $146,7562025

Highlighted filing

2014

Revenue$910,042
Expenses$364,150
Net Income$545,892
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Sep 9, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bank NATrusteeFT$77,401-$77,401
Filing and Contact Details

Filer

EIN
65-6192782
Phone
8557392922

Signing Officer

Name
-
Title
Trustee
Phone
8557392922
Signed
2014-09-09
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6974835Y101 QUESTCOR PHARMACEUTI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70779919109 T ROWE PRICE REAL ES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71780905451 ROYCE PREMIER FUND W
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72784924425 SSGA EMERGING MARKET
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79H0023R105 ACE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80H89128104 TYCO INTERNATIONAL L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81002824100 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8200287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8300766T100 AECOM TECHNOLOGY COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84020002101 ALLSTATE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86167250109 CHICAGO BRIDGE & IRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87172967424 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88233326107 DST SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89256206103 DODGE & COX INT'L ST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9342805T105 HERTZ GLOBAL HOLDING
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9667073Y106 NV ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9884763R101 SPECTRUM BRANDS HOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99867914103 SUNTRUST BANKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100872540109 TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101880779103 TEREX CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102883556102 THERMO FISHER SCIENT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104G1151C101 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105G7945M107 SEAGATE TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106039483102 ARCHER DANIELS MIDLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11122544R305 CREDIT SUISSE COMM R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113260543103 DOW CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114269246401 E*TRADE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115277923728 EATON VANCE GLOBAL M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11630303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117345370860 FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119521865204 LEAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120548661107 LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121559222401 MAGNA INTL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12257636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123595112103 MICRON TECHNOLOGY IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12563872T885 ASG GLOBAL ALTERNATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127683974505 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128688239201 OSHKOSH CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13080004C101 SANDISK CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134929089100 VOYA FINANCIAL INC
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0910042
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0743279
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt058051
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt077401
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0281082
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0281082
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0159113
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0159263
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0545892
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02997104
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0743279
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0843013
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0364150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0902392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0910042
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020350
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt059379
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083068
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122007-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132008-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142008-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152008-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172010-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182010-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232013-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272013-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282013-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292010-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302010-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322012-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342007-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352007-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362012-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372009-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382009-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402013-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412011-02-11

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,397,528
Liabilities
$0
Net assets
$6,397,528
Revenue
$910,042
Expenses
$364,150
Net income
$545,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.00$5.20$0.53$0.39$0.15
2024Summary only. Only limited summary data is available for this year.$5.06$0.00$0.17$0.39$0.22
2023Summary only. Only limited summary data is available for this year.$5.27$0.00$0.24$0.42$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$0.11$0.38$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.72$0.00$5.72$0.46$0.40$0.06
2020Summary only. Only limited summary data is available for this year.$5.67$0.00$0.29$0.37$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.00$5.74$0.35$0.38$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.17$0.37$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.00$6.10$0.25$0.41$0.15
2015Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.27$0.42$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.91$0.36$0.55
2013Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.39
2012Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.31