Civic Intelligence

Ellison Charitable Remainder Trust

990PF • Fiscal year 2011 • EIN 72-6240813

Jan 01, 2011 to Dec 31, 2011 • Filed on May 02, 2012

Organization Profile
PO Box 245036102-2450
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.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

91st percentile

$27,949

Higher top officer pay than 91% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets28th percentile

Assets

$3,111,256

No earlier filing loaded for comparison.

Net Assets

$3,109,885

No earlier filing loaded for comparison.

Liabilities

$1,371

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$214,192

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,111,256Liabilities 2011: $1,371Net Assets 2011: $3,109,8852011Assets 2012: $3,016,842Liabilities 2012: $0Net Assets 2012: $3,016,8422012Assets 2013: $3,174,205Liabilities 2013: $0Net Assets 2013: $3,174,2052013Assets 2014: $3,137,025Liabilities 2014: $02014Assets 2018: $2,885,163Liabilities 2018: $0Net Assets 2018: $2,885,1632018Assets 2019: $2,829,951Liabilities 2019: $0Net Assets 2019: $2,829,9512019Assets 2020: $2,739,972Liabilities 2020: $0Net Assets 2020: $2,739,9722020Assets 2021: $2,834,406Liabilities 2021: $0Net Assets 2021: $2,834,4062021Assets 2022: $2,655,869Liabilities 2022: $136Net Assets 2022: $2,655,7332022Assets 2023: $2,546,405Liabilities 2023: $132Net Assets 2023: $2,546,2732023Assets 2024: $2,553,789Liabilities 2024: $131Net Assets 2024: $2,553,6582024

Highlighted filing

2011

Assets$3,111,256
Liabilities$1,371
Net Assets$3,109,885
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $214,1922011Expenses 2012: $206,3272012Revenue 2013: $363,329Expenses 2013: $205,966Net Income 2013: $157,3632013Revenue 2014: $189,970Expenses 2014: $227,150Net Income 2014: -$37,1802014Revenue 2018: $152,153Expenses 2018: $202,232Net Income 2018: -$50,0792018Revenue 2019: $131,156Expenses 2019: $186,368Net Income 2019: -$55,2122019Revenue 2020: $111,555Expenses 2020: $201,534Net Income 2020: -$89,9792020Revenue 2021: $305,938Expenses 2021: $211,504Net Income 2021: $94,4342021Revenue 2022: $38,174Expenses 2022: $216,847Net Income 2022: -$178,6732022Revenue 2023: $67,375Expenses 2023: $176,835Net Income 2023: -$109,4602023Revenue 2024: $197,258Expenses 2024: $189,873Net Income 2024: $7,3852024

Highlighted filing

2011

Revenue-
Expenses$214,192
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 2, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrusteePT$27,949-$27,949
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHUNTINGDON COLLEGEEDUCATIONALPUBLICMONTGOMERY, AL, US$179,113
Filing and Contact Details

Filer

EIN
72-6240813
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5116245
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5216861
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV53166350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5415740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV55169887
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ABBOTT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ALLERGAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3APACHE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ARTISAN FUNDS SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN FDS MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6AUTO DESK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BLACKROCK US OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9BROADCOM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10BUFFALO SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CVS/CARMARK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CATERPILLAR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15EMC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21GOOGLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22HALLIBURTON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23HASBRO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24HESS CROP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25HIGH MARK GENEVA MID CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29JUNIPER NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30LABORATORY CORP AMER HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31MATTEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MCGRAW HILL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35MONSANTO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37NORFOLK SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38OCCIDENTAL PETE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41PHILIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42PRAXAIR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44PRUDENTIAL FIANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46ROBERT HALF INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48STAPLES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49STATE STREET
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50STRYKER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51TEXAS INSTRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock533M
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54TIFFANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55TRAVELERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59VISA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60WALMART
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61WALGREEN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62AMERICAN EUROPACFIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63TEVA PHARMACEUTICAL IND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64THORNBURG VALUE
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount026907
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0134260
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount043097
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount020
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0NONDIVIDEND DISTRIBUTION
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount041
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0204325
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0204325
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01770
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01770
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0134260
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm027949
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss027949
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0179113
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0179113
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm026907
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss026907
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-9867
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01732875
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm043097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss043097
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0134260
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0172411
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,111,256
Liabilities
$1,371
Net assets
$3,109,885
Revenue
-
Expenses
$214,192
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.20$0.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.07$0.18$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.04$0.22$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.31$0.21$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.11$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.13$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.15$0.20$0.05
2014Summary only. Only limited summary data is available for this year.$3.14$0.00$0.19$0.23$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.36$0.21$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.21
2011Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.21