Civic Intelligence

The Frost Foundation

990PF • Fiscal year 2013 • EIN 72-0520342

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization Profile

View Organization Page

511 Armijo St No A87501

(505) 986-0208

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.02x

Higher debt load relative to revenue than 23% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

85th percentile

44%

Higher net margin than 85% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$118,116

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$31,864,755

Up $3,931,699 (+14%) from 2012

Net Assets

Up

$31,806,898

Up $3,906,886 (+14%) from 2012

Liabilities

Up

$57,857

Up $24,813 (+75%) from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin85th percentile

Revenue

$3,212,819

No earlier filing loaded for comparison.

Expenses

Down

$1,813,955

Down $406,572 (-18%) from 2012

Net Income

$1,398,864

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$40M$30M$20M$10M$0Assets 2010: $29,174,406Liabilities 2010: $21,560Net Assets 2010: $29,152,8462010Assets 2011: $26,533,504Liabilities 2011: $48,093Net Assets 2011: $26,485,4112011Assets 2012: $27,933,056Liabilities 2012: $33,044Net Assets 2012: $27,900,0122012Assets 2013: $31,864,755Liabilities 2013: $57,857Net Assets 2013: $31,806,8982013Assets 2014: $31,949,103Liabilities 2014: $14,824Net Assets 2014: $31,934,2792014Assets 2015: $29,532,616Liabilities 2015: $18,277Net Assets 2015: $29,514,3392015Assets 2016: $29,753,670Liabilities 2016: $13,009Net Assets 2016: $29,740,6612016Assets 2017: $32,175,221Liabilities 2017: $11,422Net Assets 2017: $32,163,7992017Assets 2018: $29,107,656Liabilities 2018: $59,620Net Assets 2018: $29,048,0362018Assets 2019: $32,982,348Liabilities 2019: $3,436Net Assets 2019: $32,978,9122019Assets 2020: $34,924,308Liabilities 2020: $1,547Net Assets 2020: $34,922,7612020Assets 2021: $37,877,515Liabilities 2021: $29,333Net Assets 2021: $37,848,1822021Assets 2022: $31,179,732Liabilities 2022: $26,017Net Assets 2022: $31,153,7152022Assets 2023: $33,531,440Liabilities 2023: $13,365Net Assets 2023: $33,518,0752023Assets 2024: $34,307,771Liabilities 2024: $40,099Net Assets 2024: $34,267,6722024

Highlighted filing

2013

Assets$31,864,755
Liabilities$57,857
Net Assets$31,806,898
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,589,7562010Expenses 2011: $2,495,0882011Expenses 2012: $2,220,5272012Revenue 2013: $3,212,819Expenses 2013: $1,813,955Net Income 2013: $1,398,8642013Revenue 2014: $3,426,420Expenses 2014: $1,629,649Net Income 2014: $1,796,7712014Revenue 2015: $2,509,670Expenses 2015: $2,411,810Net Income 2015: $97,8602015Revenue 2016: $1,086,108Expenses 2016: $2,023,960Net Income 2016: -$937,8522016Revenue 2017: $2,447,264Expenses 2017: $2,473,460Net Income 2017: -$26,1962017Revenue 2018: $4,723,289Expenses 2018: $2,425,225Net Income 2018: $2,298,0642018Revenue 2019: $859,221Expenses 2019: $2,530,218Net Income 2019: -$1,670,9972019Revenue 2020: $1,675,590Expenses 2020: $2,145,000Net Income 2020: -$469,4102020Revenue 2021: $2,836,690Expenses 2021: $2,070,071Net Income 2021: $766,6192021Revenue 2022: $1,726,922Expenses 2022: $1,804,727Net Income 2022: -$77,8052022Revenue 2023: $1,652,865Expenses 2023: $2,043,989Net Income 2023: -$391,1242023Revenue 2024: $2,689,970Expenses 2024: $2,546,444Net Income 2024: $143,5262024

Highlighted filing

2013

Revenue$3,212,819
Expenses$1,813,955
Net Income$1,398,864
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY AMELIA WHITED-HOWELLPresident/DirectorFT$105,116$13,000$118,116
TAYLOR F MOORESecretary/Director-$98,588$13,000$111,588
ANN ROGERS GERBERDirector-$500-$500
PHILIP B HOWELLEx VP/Treasurer/DirectorFT$500-$500
JOHN A LEVANDirector-$250-$250
Filing and Contact Details

Filer

EIN
72-0520342
Phone
5059860208

Signing Officer

Name
Philip B Howell
Title
Executive Vice President
Phone
5059860208
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
James R Follingstad
Phone
5059885564
Raw XML AppendixShowing 400 of 1,488 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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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01438640
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01438640
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0718308
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02480922
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt013580
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03212819
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03212819
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014818
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt013576
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027152
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02480922
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0102477
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0102477
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0204954
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01184265
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01184265
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt021905
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0718308
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0718308
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01398864
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02480922
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02480922
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02882309
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01472
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01520
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt03040
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt013657
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt013657
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt027314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt019249
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0109441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0128655
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt013580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt013580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt06483
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012969
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt038563
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt038564
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt077127
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt029677
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt096349
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01413235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0330510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01813955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03212819
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03212819
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0228970
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0330510
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0629690
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt023225
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt015112
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt030225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02344031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2136845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02344031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2136845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02344031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2136845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SECURITIES - MERRILL LYNCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02480922
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01398864
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt09239
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02517261
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031816137
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027900012
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt031806898
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01386371
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01386371
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01386371
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01444017
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt057646
IRS990PF/DistributableAmountGrp/TotalTaxAmt057646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt042000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01754
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt057646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01754
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt057646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt057646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt059400
IRS990PF/FMVAssetsEOYAmt031864755
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt026976
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt017536
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01194998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01185840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01185840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt024395312
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt027262645
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt027262645
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0451422
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0949769
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0520251
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0498347
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0498347
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02400
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt06068
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt040321
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt022509
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt026335
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt022509

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,864,755
Liabilities
$57,857
Net assets
$31,806,898
Revenue
$3,212,819
Expenses
$1,813,955
Net income
$1,398,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.3$0.04$34.3$2.69$2.55$0.14
2023Detailed filing. Detailed filing data is available for this year.$33.5$0.01$33.5$1.65$2.04$0.39
2022Detailed filing. Detailed filing data is available for this year.$31.2$0.03$31.2$1.73$1.80$0.08
2021Detailed filing. Detailed filing data is available for this year.$37.9$0.03$37.8$2.84$2.07$0.77
2020Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$1.68$2.15$0.47
2019Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$0.86$2.53$1.67
2018Detailed filing. Detailed filing data is available for this year.$29.1$0.06$29.0$4.72$2.43$2.30
2017Detailed filing. Detailed filing data is available for this year.$32.2$0.01$32.2$2.45$2.47$0.03
2016Detailed filing. Detailed filing data is available for this year.$29.8$0.01$29.7$1.09$2.02$0.94
2015Detailed filing. Detailed filing data is available for this year.$29.5$0.02$29.5$2.51$2.41$0.10
2014Detailed filing. Detailed filing data is available for this year.$31.9$0.01$31.9$3.43$1.63$1.80
2013Detailed filing. Detailed filing data is available for this year.$31.9$0.06$31.8$3.21$1.81$1.40
2012Detailed filing. Detailed filing data is available for this year.$27.9$0.03$27.9$2.22
2011Detailed filing. Detailed filing data is available for this year.$26.5$0.05$26.5$2.50
2010Detailed filing. Detailed filing data is available for this year.$29.2$0.02$29.2$2.59