Civic Intelligence

Ellison Charitable Remainder Trust

990PF • Fiscal year 2012 • EIN 72-6240813

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

Organization Profile
PO Box 245036102-2450
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

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

91st percentile

$27,798

Higher top officer pay than 91% of similar nonprofits.

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

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% 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.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,016,842

Down $94,414 (-3.0%) from 2011

Net Assets

Down

$3,016,842

Down $93,043 (-3.0%) from 2011

Liabilities

Down

$0

Down $1,371 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$206,327

Down $7,865 (-3.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

2012

Assets$3,016,842
Liabilities$0
Net Assets$3,016,842
Open 2012 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

2012

Revenue-
Expenses$206,327
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 10, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPARTMENTTrusteePT$27,798-$27,798
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHUNTINGDON COLLEGEEDUCATIONALPUBLICMONTGOMERY, AL, US$169,308
Filing and Contact Details

Filer

EIN
72-6240813
Raw XML AppendixShowing 400 of 4,650 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AMERICAN EXPRESS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1ANHEUSER-BUSCH
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6CATERPILLAR
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7CITIGROUP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8CITIGROUP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9COMCAST
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10CREDIT SUISSE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11JOHN DEERE CAPITAL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12DIRECTV HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13DUKE ENERGY
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14AT&T
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15FEDERAL HOME LOAN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond16FEDERAL HOME LOAN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond17FEDERAL HOME LOAN
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond18FEDERAL HOME LOAN
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond23FHLM 3.5% 08/01/26
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond26FEDERAL NATL MTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond27FEDERAL NATL MTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond28FEDERAL NATL MTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond29FEDERAL NATL MTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond30FEDERAL NATL MTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond31FEDERAL NATL MTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond32FEDERAL NATL MTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond33FEDERAL NATL MTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond34FEDERAL NATL MTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond35FEDERAL NATL MTG
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond37FEDERAL NATL MTG
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond38FEDERAL NATL MTG
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond52ORACLE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond53PETROBRAS INTL
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond58TELEFONICAL EMISIONES
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond67US TREASURY NB
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond68US TREASURY NB
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond71WACHOVIA
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond72CHEVRON CORP 1.104% 12/05/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond73ROYAL BANK OF CANADA 1.2% 09/19/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond74CISCO SYSTEMS INC 5.5% 02/22/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond75INTERNAT BUS MACHINES 1.95% 07/22/16
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond80FNMA 6% 09/01/37
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond81FNMA 6% 09/01/37
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond82FNMA 6% 11/01/37
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond83FNMA 5.5% 04/01/34
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond84FNMA 5% 07/01/19
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond85FNMA 4% 06/01/39
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond86FNMA 5% 06/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond87FNMA 4.5% 11/01/33
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond88FNMA 3.5% 09/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond89US TREAS 2.625% 11/15/20
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond90US TREAS 1.375% 11/30/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond91US TREAS INFLATION .625% 07/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond92FHLM 4% 10/01/41
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5526011
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03M
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ALLERGAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AMERICAN EUROPACFIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4APACHE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN FDS MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARTISAN FUNDS SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7AUTO DESK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BLACKROCK US OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9BROADCOM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10BUFFALO SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CATERPILLAR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CVS/CARMARK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15EMC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20GOOGLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21HALLIBURTON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22HASBRO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23HIGH MARK GENEVA MID CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JUNIPER NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28LABORATORY CORP AMER HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29MATTEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30MCGRAW HILL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MONSANTO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34NORFOLK SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35OCCIDENTAL PETE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38PHILIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39PRAXAIR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41PRUDENTIAL FIANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44STAPLES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45STATE STREET
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46STRYKER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47TEVA PHARMACEUTICAL IND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48TEXAS INSTRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50THORNBURG VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51TIFFANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52TRAVELERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54VERIZON

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,016,842
Liabilities
$0
Net assets
$3,016,842
Revenue
-
Expenses
$206,327
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