Civic Intelligence

Max P Gottfried Testamentary Charitable Tr

990PF • Fiscal year 2012 • EIN 65-6404584

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 12, 2013

PO Box 896643623-0966
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

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

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

Asset Growth

70th percentile

6.6%

Faster asset growth than 70% 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.

Assets

Up

$2,710,662

Up $167,660 (+6.6%) from 2011

Net Assets

Up

$2,710,462

Up $167,460 (+6.6%) from 2011

Liabilities

Up

$200

Up $200 from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$111,216

Down $42,568 (-28%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,591,349Liabilities 2010: $0Net Assets 2010: $2,591,3492010Assets 2011: $2,543,002Liabilities 2011: $0Net Assets 2011: $2,543,0022011Assets 2012: $2,710,662Liabilities 2012: $200Net Assets 2012: $2,710,4622012Assets 2013: $2,956,517Liabilities 2013: $400Net Assets 2013: $2,956,1172013Assets 2014: $2,978,987Liabilities 2014: $400Net Assets 2014: $2,978,5872014Assets 2015: $2,907,736Liabilities 2015: $400Net Assets 2015: $2,907,3362015Assets 2016: $2,995,826Liabilities 2016: $0Net Assets 2016: $2,995,8262016Assets 2017: $3,302,331Liabilities 2017: $0Net Assets 2017: $3,302,3312017Assets 2018: $2,996,932Liabilities 2018: $0Net Assets 2018: $2,996,9322018Assets 2019: $3,616,743Liabilities 2019: $0Net Assets 2019: $3,616,7432019Assets 2020: $3,948,670Liabilities 2020: $0Net Assets 2020: $3,948,6702020Assets 2021: $4,325,060Liabilities 2021: $0Net Assets 2021: $4,325,0602021Assets 2022: $3,191,085Liabilities 2022: $0Net Assets 2022: $3,191,0852022Assets 2023: $3,675,221Liabilities 2023: $0Net Assets 2023: $3,675,2212023Assets 2024: $3,915,314Liabilities 2024: $0Net Assets 2024: $3,915,3142024

Highlighted filing

2012

Assets$2,710,662
Liabilities$200
Net Assets$2,710,462

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $119,6732010Expenses 2011: $153,7842011Expenses 2012: $111,2162012Revenue 2013: $222,205Expenses 2013: $166,304Net Income 2013: $55,9012013Revenue 2014: $257,917Expenses 2014: $252,452Net Income 2014: $5,4652014Revenue 2015: $201,950Expenses 2015: $154,633Net Income 2015: $47,3172015Revenue 2016: $161,609Expenses 2016: $205,138Net Income 2016: -$43,5292016Revenue 2017: $248,632Expenses 2017: $243,919Net Income 2017: $4,7132017Revenue 2018: $331,714Expenses 2018: $228,980Net Income 2018: $102,7342018Revenue 2019: $259,665Expenses 2019: $226,698Net Income 2019: $32,9672019Revenue 2020: $411,685Expenses 2020: $246,324Net Income 2020: $165,3612020Revenue 2021: $338,567Expenses 2021: $261,072Net Income 2021: $77,4952021Revenue 2022: $284,949Expenses 2022: $361,275Net Income 2022: -$76,3262022Revenue 2023: $207,179Expenses 2023: $175,752Net Income 2023: $31,4272023Revenue 2024: $103,017Expenses 2024: $183,241Net Income 2024: -$80,2242024

Highlighted filing

2012

Revenue-
Expenses$111,216
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 12, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENT M GOTTFRIEDTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN ATHEISTSGENERAL OPERATIONSPUBLIC CHARITYPARSIPPANY, NJ, US$16,672
Paid GrantHERC FOUNDATION ACADEMIC SCHOLARSHIP FUND CO PROMEDICA HEALTH SYSTEMGENERAL OPERATIONSPUBLIC CHARITYTOLEDO, OH, US$16,672
Paid GrantPLANNED PARENTHOODGENERAL OPERATIONSPUBLIC CHARITYTOLEDO, OH, US$16,672
Paid GrantTHE UNIVERSITY OF TOLEDO FOUNDATIONGENERAL OPERATIONSPUBLIC CHARITYTOLEDO, OH, US$16,672
Filing and Contact Details

Filer

EIN
65-6404584
Raw XML Appendix343 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02284
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
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IRS990PF/DistributableAmount/MinimumInvestmentReturn0129372
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0957
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear03743
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable039402
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN ATHEISTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11HERC FOUNDATION ACADEMIC SCHOLARSHIP FUND CO PROMEDICA HEALTH SYSTEM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12PLANNED PARENTHOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13THE UNIVERSITY OF TOLEDO FOUNDATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111801 RICHARDS RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121301 JEFFERSON AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 586
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1TOLEDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2TOLEDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3TOLEDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0070546733
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode143607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode243624
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3436970586
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear066688
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear011526
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1055162
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0128415
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions066688
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0116889
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear055162
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0411
OtherIncomeSchedule2/OtherIncome/Description0UNRECAPTURED 1250 GAIN WF 1728
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0411
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0411
OtherIncreasesSchedule/OtherIncreases/Amount0179352
OtherIncreasesSchedule/OtherIncreases/Description0CHANGE IN UNREALIZED APPRECIATION
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount040890
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome040890
TaxesSchedule/Taxes/Amount01154
TaxesSchedule/Taxes/Amount1200
TaxesSchedule/Taxes/Category0FOREIGN WITHHOLDING TAX
TaxesSchedule/Taxes/Category1STATE FILING FEE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome01154
TaxesSchedule/Taxes/NetInvestmentIncome1200
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0656404584
ReturnHeader/Filer/Name/BusinessNameLine10MAX P GOTTFRIED TESTAMENTARY CHARITABLE TRUST
ReturnHeader/Filer/NameControl0GOTT
ReturnHeader/Filer/Phone04194742973
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 8966
ReturnHeader/Filer/USAddress/City0TOLEDO
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0436230966
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-07-12
ReturnHeader/Officer/Name0BRENT GOTTFRIED
ReturnHeader/Officer/Phone04194742973
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0383635706
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10REHMANN ROBSON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105555 AIRPORT HWY STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TOLEDO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode043615
ReturnHeader/Preparer/Name0JOHN S HILLS
ReturnHeader/Preparer/Phone04198658118
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-15T15:14:58-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.10$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.21$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.28$0.36$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.34$0.26$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.41$0.25$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.26$0.23$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.33$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.25$0.24$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16$0.21$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.20$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.26$0.25$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.22$0.17$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.11
2011Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.12