Civic Intelligence

Lewis E Kern Charitable Residuary Trust

990PF • Fiscal year 2012 • EIN 65-6212721

Jan 01, 2012 to Dec 31, 2012

Sarasota, FL
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.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

39th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

90th percentile

87%

Faster revenue growth than 90% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Assets

Up

$958,110

Up $191,904 (+25%) from 2011

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$236,959

Up $110,132 (+87%) from 2011

Expenses

Up

$45,055

Up $4,948 (+12%) from 2011

Net Income

Up

$191,904

Up $105,184 (+121%) from 2011

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $766,206Liabilities 2011: $02011Assets 2012: $958,110Liabilities 2012: $02012Assets 2013: $997,522Liabilities 2013: $02013Assets 2014: $1,295,454Liabilities 2014: $02014Assets 2015: $1,285,716Liabilities 2015: $02015Assets 2019: $1,256,497Liabilities 2019: $02019Assets 2020: $1,211,297Liabilities 2020: $0Net Assets 2020: $1,211,2972020Assets 2021: $1,190,477Liabilities 2021: $0Net Assets 2021: $1,190,4772021Assets 2022: $1,144,113Liabilities 2022: $0Net Assets 2022: $1,144,1132022Assets 2023: $1,129,427Liabilities 2023: $0Net Assets 2023: $1,129,4272023Assets 2024: $1,084,648Liabilities 2024: $0Net Assets 2024: $1,084,6482024

Highlighted filing

2012

Assets$958,110
Liabilities$0
Net Assets-

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $126,827Expenses 2011: $40,107Net Income 2011: $86,7202011Revenue 2012: $236,959Expenses 2012: $45,055Net Income 2012: $191,9042012Revenue 2013: $99,133Expenses 2013: $59,721Net Income 2013: $39,4122013Revenue 2014: $346,621Expenses 2014: $48,689Net Income 2014: $297,9322014Revenue 2015: $56,796Expenses 2015: $66,534Net Income 2015: -$9,7382015Revenue 2019: $66,567Expenses 2019: $74,611Net Income 2019: -$8,0442019Revenue 2020: $37,020Expenses 2020: $82,220Net Income 2020: -$45,2002020Revenue 2021: $53,205Expenses 2021: $74,025Net Income 2021: -$20,8202021Revenue 2022: $50,017Expenses 2022: $96,381Net Income 2022: -$46,3642022Revenue 2023: $81,948Expenses 2023: $96,634Net Income 2023: -$14,6862023Revenue 2024: $48,191Expenses 2024: $92,970Net Income 2024: -$44,7792024

Highlighted filing

2012

Revenue$236,959
Expenses$45,055
Net Income$191,904
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jan 1, 2012 to Dec 31, 2012

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