Civic Intelligence

Unknown Organization

990PF • Fiscal year 2012 • EIN 74-2797515

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile
2600 Kenmore Court78703
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

82nd percentile

$15,000

Higher top officer pay than 82% of similar nonprofits.

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

Asset Growth

60th percentile

2.9%

Faster asset growth than 60% 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

Up

$2,583,942

Up $72,882 (+2.9%) from 2011

Net Assets

Up

$2,583,942

Up $72,882 (+2.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$189,261

Up $22,495 (+13%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,511,060Liabilities 2011: $0Net Assets 2011: $2,511,0602011Assets 2012: $2,583,942Liabilities 2012: $0Net Assets 2012: $2,583,9422012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2012

Assets$2,583,942
Liabilities$0
Net Assets$2,583,942
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $166,7662011Expenses 2012: $189,2612012Revenue 2013: $254,985Expenses 2013: $2,838,927Net Income 2013: -$2,583,9422013

Highlighted filing

2012

Revenue-
Expenses$189,261
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLEY B GRANGERPresident/Treas/DirectorPT$15,000-$15,000
JAMES A FLIELLERDirector-$0--
DUNCAN E OSBORNEV Pres/Secretary/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTEXAS PUBLIC POLICY FOUNDATIONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$40,000
Paid GrantSOUTH KENT SCHOOL CORPFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYSOUTH KENT, CT, US$39,249
Paid GrantTHE HERITAGE FOUNDATIONFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYWASHINGTON, DC, US$20,000
Paid GrantWOUNDED WARRIOR PROJECTFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYJACKSONVILLE, FL, US$17,251
Paid GrantSALVATION ARMYFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$10,000
Paid GrantALPINE CHRISTIAN SCHOOLFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYALPINE, TX, US$2,000
Paid GrantKLRUFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$2,000
Paid GrantTHE SETON DEVELOPMENT BOARDFUND ORGANIZATION'S EXEMPT PURPOSEPUBLIC CHARITYAUSTIN, TX, US$1,500
Filing and Contact Details

Filer

EIN
74-2797515
Raw XML AppendixShowing 400 of 702 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
AccountingFeesSchedule/AccountingFees/Amount01260
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0945
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0315
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue051163
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue150895
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue251307
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue349895
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue451398
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue550859
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue650768
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue750932
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue849960
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue953246
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV051078
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV150766
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV251240
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV350045
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV451323
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV550726
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV650893
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV751918
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV855522
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV951256
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AMERICAN EXPRESS 1.75% 6.12.16 (50000)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1AT&T INCORPORATION 1.7% 6.01.17 (50000)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2COCA COLA CO 1.5% 11.15.2015 (50000)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3INTEL CORPORATION 1.35% 12.15.17 (50000)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4OCCIDENTAL PETROLEUM 1.75% 2.15.17 (50000)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5WALT DISNEY COMPANY (50000)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6WELLS FARGO & COMPANY (50000)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7CORNELL UNIVERSITY 4.35% 2.1.14 (50000)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8STANFORD UNIVERSITY 4.25% 5.1.16 (50000)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9UNIVERSITY OF NOTRE DAME 4.141% 9.1.13 (50000)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue025137
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue120019
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue227202
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue334614
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue427561
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue50
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue621548
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue728347
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue832193
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue921395
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1329761
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1528072
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1730124
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1828488
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2026842
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2127128
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2227637
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue240
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2511448
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2620377
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2715002
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2829104
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2921488
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3025727
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3118793
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue320
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue330
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3430715
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3520550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3796664
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3890000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue390
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4229537
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4328299
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4427867
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue450
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4626156
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue470
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue480
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue490
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5130793
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5226965
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5320237
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue540
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5542879
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5619529
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5932489
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6139942
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue630
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6422063
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6529169
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue660
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue670
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6824819
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7131120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue730
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7623573
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7723184
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7826984
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7931337
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8133137
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8229598
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8322812
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV037790
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV124497
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV225206
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV336692
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV437631
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV50
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV636894
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV726609
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV829665
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV932678
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1342175
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1529000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1727397
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1829720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2028870
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2129010
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2227950
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV240
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2523074
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2650279
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2730790
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2830198
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2928620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3029081
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3147167
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV320
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV330
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3435369
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3535628
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3786223
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3888517
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV390
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4231729
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4333128
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4425810
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV450
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4620130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV470
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV480
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV490
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5135111
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5227156
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5325092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV540
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5540840
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5646313
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5929452
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6141768
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV630
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6429824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6538264
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV660
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV670
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6829890
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7131940
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV720
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV730
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7629608
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7729271
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7829874
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7933740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8134180
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8231540
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8325680
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03M CO (407 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ABBOTT LABS COM (374 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AIR PROD & CHEMICALS INC (300 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ALLERGAN INC (400 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4AMAZON COM INC (150 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5AMERICAN FINANCIAL GROUP INC (971 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6AMGEN INC (428 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7APPLE INC (50 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8AT&T INC (880 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9AUTOMATIC DATA PROCESSING INC (574 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10BAKER HUGHES INC (325 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CANADIAN NATIONAL RAILWAY CO (529 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CATERPILLAR INC (200 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CHEVRON CORP NEW (390 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CHUBB CORP (526 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15COCA COLA COMPANY (800 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16COMCAST CORP CL A (NEW) (400 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17COMERICA INC (903 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18COMMERCIAL METALS COMPANY (2000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19CORNING INC (1300 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20COVIDIEN PLC NEW (500 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21CVS CAREMARK CORPORATION (600 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22DANAHER CORPORATION (500 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23DENBURY RESOURCES INC (1021 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24DEVON ENERGY CORP (NEW) (400 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25DU PONT E I DE NEMOURS & CO (513 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26EATON CORPORATION (928 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27EMC CORPORATION MASS (1217 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28EOG RESOURCES INC (250 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29EXPRESS SCRIPTS HOLDING COMPANY (530 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30EXXON MOBIL CORP (NEW) (336 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31FMC CORP NEW (806 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32FORD MOTOR COM (2000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33FREEPORT MCMORAN COPPER & GOLD CL B (571 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34GOOGLE INC - CLASS A (50 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35INTERNATIONAL BUSINESS MACHINE (186 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36ISHARES MSCI ALL CNT ASIA EX JPN (800 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37LUTHER KING CAPITAL MARKETS SMALL CAP EQUITY (3800 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38LUTHER KING CAPITAL MARKETS SMALL MID CAP EQUITY (9144 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39MARATHON PETE CORP (333 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40MATTHEWS FDS CHINA FD (1337 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41MEDCOHEALTH SOLUTIONS (470 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42MERK & COMPANY INC. (775 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43MONSANTO COMPANY (350 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44NATIONAL INSTRUMENTS (1000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45NESTLE SA (800 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46NETAPP INC (600 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47NOVO-NORDISK AS (100 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48ORACLE CORP (647 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49PATTERSON UTI ENERGY INC (NEW) (1637 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50PERKIN ELMER INC (1461 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51PFIZER INCORPORATED (1400 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52PROCTER & GAMBLE (400 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53PHILIP MORRIS (300 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54QUALCOMM INC (316 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55RANGE RESOURCES CORPORATION (650 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56RAYMOND JAMES FINANCIAL INC (1202 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57RYDEX ETF (1736 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58SAN JUAN BASIN ROYALTY TRUST (946 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59SCHLUMBERGER LTD (425 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60SECTOR SPDR TRUST SBI INT-UTIL (AMEX SPDR UTILITIES SELECT INDEX) (2259 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61SM ENERGY COMPANY (800 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62SK TELECOM CO LTD (458 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63STARBUCKS CORPORATION (1048 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64SYSCO CORP (942 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65TIME WARNER INC. NEW (800 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66TOWER GROUP INC COM (1590 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67TREE HOUSE FOODS INC (827 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68TRIMBLE NAVIGATION LTD (500 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69UNILEVER PLC SPNSRD ADR NEW (464 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70UNITEDHEALTH GROUP INC (1017 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71US BANCORP (1000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72VANGUARD REIT ETF INDEX (800 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73VANGUARD MSCI US SM CAP GROWTH (700 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74VANGUARD SPECIALIZED PROTFOL DIVIDEND APPRECIATION ETF (1100 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75VERIZON COMMUNICATIONS (705 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76WALGREEN COMPANY (800 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77WAL MART STORES INC (429 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78WALT DISNEY COMPANY (600 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79WASTE MANAGEMENT INC COM (1000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80WELLPOINT INC (148 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81WELLS FARGO & COMPANY (1000 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82YUM! BRANDS INC. (475 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83ZIONS BANCORP (1200 SHS)
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal0556233
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV0597445
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV00
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount031062
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0199653
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount031185
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0243
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0262143
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0262143
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0945
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0315
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01260
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0199653
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps013500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0132000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0132000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm031062
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss031062
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses072882
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01232700
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm031185
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss031185
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps04753
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm01585
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss06338
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0199653
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0231980
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps01900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm011855
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss013755
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0243
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0243
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm014819
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss014819
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm089
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss06089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0153098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm030163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0189261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0262143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0262143
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps021098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm030163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss057261
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY010891
IRS990PF/BalanceSheets/CashEOY029722
IRS990PF/BalanceSheets/CashEOYFMV029722
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0154138
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0510423
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0514767
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01257678
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01438425
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01687070
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0608496
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0556233
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0597445
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY02511060
IRS990PF/BalanceSheets/RetainedEarningsEOY02583942
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0479857
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY049139
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV049139
IRS990PF/BalanceSheets/TotalAssetsBOY02511060
IRS990PF/BalanceSheets/TotalAssetsEOY02583942
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02878143
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02511060
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02583942
IRS990PF/BalanceSheets/TotalNetAssetsBOY02511060
IRS990PF/BalanceSheets/TotalNetAssetsEOY02583942
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0199653
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01033047
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0193437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16216
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0193437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16216
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01226484
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16216
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses072882
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02583942
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02511060
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02583942
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0139984
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0139984
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0139984
IRS990PF/DistributableAmount/MinimumInvestmentReturn0144624
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04640
IRS990PF/DistributableAmount/TotalTax04640
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear06312
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,583,942
Liabilities
$0
Net assets
$2,583,942
Revenue
-
Expenses
$189,261
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.25$2.84$2.58
2012Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.17