Civic Intelligence

Riklin Charitable Trust

990PF • Fiscal year 2012 • EIN 74-6493929

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 04, 2013

1100 NE Loop 410 No 53078209
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

83rd percentile

$16,189

Higher top officer pay than 83% of similar nonprofits.

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

Asset Growth

12th percentile

-9.6%

Faster asset growth than 12% 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

Down

$1,250,036

Down $132,640 (-9.6%) from 2011

Net Assets

Down

$1,250,036

Down $132,640 (-9.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$131,600

Up $24,276 (+23%) 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.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,557,686Liabilities 2010: $0Net Assets 2010: $1,557,6862010Assets 2011: $1,382,676Liabilities 2011: $0Net Assets 2011: $1,382,6762011Assets 2012: $1,250,036Liabilities 2012: $0Net Assets 2012: $1,250,0362012Assets 2013: $1,203,229Liabilities 2013: $0Net Assets 2013: $1,203,2292013Assets 2014: $1,171,822Liabilities 2014: $0Net Assets 2014: $1,171,8222014Assets 2015: $1,159,453Liabilities 2015: $0Net Assets 2015: $1,159,4532015Assets 2016: $1,117,596Liabilities 2016: $0Net Assets 2016: $1,117,5962016Assets 2017: $1,041,908Liabilities 2017: $0Net Assets 2017: $1,041,9082017Assets 2018: $813,839Liabilities 2018: $0Net Assets 2018: $813,8392018Assets 2019: $792,576Liabilities 2019: $0Net Assets 2019: $792,5762019Assets 2020: $771,631Liabilities 2020: $0Net Assets 2020: $771,6312020Assets 2021: $764,446Liabilities 2021: $0Net Assets 2021: $764,4462021Assets 2022: $759,220Liabilities 2022: $0Net Assets 2022: $759,2202022Assets 2023: $696,972Liabilities 2023: $0Net Assets 2023: $696,9722023Assets 2024: $673,487Liabilities 2024: $0Net Assets 2024: $673,4872024

Highlighted filing

2012

Assets$1,250,036
Liabilities$0
Net Assets$1,250,036

Operations Trend

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

$200K$100K$0-$100K-$200K-$300KExpenses 2010: $125,3092010Expenses 2011: $107,3242011Expenses 2012: $131,6002012Revenue 2013: $63,904Expenses 2013: $110,715Net Income 2013: -$46,8112013Revenue 2014: $92,282Expenses 2014: $121,473Net Income 2014: -$29,1912014Revenue 2015: $70,285Expenses 2015: $131,066Net Income 2015: -$60,7812015Revenue 2016: $89,608Expenses 2016: $128,788Net Income 2016: -$39,1802016Revenue 2017: $61,360Expenses 2017: $136,027Net Income 2017: -$74,6672017Revenue 2018: -$97,005Expenses 2018: $129,837Net Income 2018: -$226,8422018Revenue 2019: $105,118Expenses 2019: $125,145Net Income 2019: -$20,0272019Revenue 2020: $147,140Expenses 2020: $159,724Net Income 2020: -$12,5842020Revenue 2021: $124,002Expenses 2021: $129,643Net Income 2021: -$5,6412021Revenue 2022: $140,250Expenses 2022: $143,751Net Income 2022: -$3,5012022Revenue 2023: $102,122Expenses 2023: $154,413Net Income 2023: -$52,2912023Revenue 2024: $139,954Expenses 2024: $163,315Net Income 2024: -$23,3612024

Highlighted filing

2012

Revenue-
Expenses$131,600
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 4, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arthur L RiklinTrusteePT$16,189-$16,189
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAmerican Israel Education FoundationEducational programming & leadership-Washington, DC, US$40,000
Paid GrantRotary ClubEducation and High School dropout program-San Antonio, TX, US$32,484
Paid GrantJewish Federation of San AntonioProviding quality educational & enrichment opportunities-San Antonio, TX, US$5,000
Paid GrantSt Mary's UniversityFor the benefit of the Center for Terrorism Law-San Antonio, TX, US$5,000
Paid GrantFriends of the IDFDevelops Programs to Improve the wellbeing of soldiers-Houston, TX, US$5,000
Paid GrantAmerican Friends of Magen David Adom Midwest RegionNat'l emergency medical, blood & disaster service-Northbrook, IL, US$2,500
Paid GrantAmerican-Israeli Coopertive EnterprisesEducating the public through library & scholarship program-Chevy Chase, MD, US$1,000
Paid GrantAnti-Defamation LeagueHuman relations and education-Houston, TX, US$1,000
Paid GrantJewish Children's Regional ServiceUnderwrites education for special needs youth-Metairie, LA, US$1,000
Paid GrantJewish Family ServiceAffordable Counseling, senior services & emergency assistance-San Antonio, TX, US$1,000
Paid GrantNational Jewish HealthResearch and Treatment for Respiratory Disorders-Denver, CO, US$1,000
Filing and Contact Details

Filer

EIN
74-6493929
Raw XML AppendixShowing 400 of 431 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7200250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue827870
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV853630
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0American Express 600 Shares
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1Cullen Frost Bank 2,000 Shares
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3Coca Cola 6,000 Shares
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Arthur L Riklin
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount140000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount65000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount832484
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount105000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Nat'l emergency medical, blood & disaster service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Educational programming & leadership
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Educating the public through library & scholarship program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Human relations and education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Underwrites education for special needs youth
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Affordable Counseling, senior services & emergency assistance
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Providing quality educational & enrichment opportunities
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7For the benefit of the Center for Terrorism Law
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8Education and High School dropout program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9Research and Treatment for Respiratory Disorders
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10Develops Programs to Improve the wellbeing of soldiers
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10American Friends of Magen David Adom Midwest Region
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11American Israel Education Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12American-Israeli Coopertive Enterprises
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Anti-Defamation League
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Jewish Children's Regional Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Jewish Family Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Jewish Federation of San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17St Mary's University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18Rotary Club
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19National Jewish Health
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110Friends of the IDF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103175 Commercial Ave Suite 101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11440 First St NW Suite 700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122810 Blaine Dr
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine134635 Southwest Freeway 400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143500 N Causeway Blvd Suite 1120
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1512500 NW Military Hwy 250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1612500 NW Military Hwy Ste 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17One Camino Real
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18710 McCullough
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine191400 Jackson Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110PO Box 22245
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Northbrook
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Washington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Chevy Chase
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Houston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Metairie
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8San Antonio
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9Denver
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10Houston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode060062
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode120001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode220815
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode377027
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode470002
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode578231
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode678231
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode778228
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode878215
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode9802062762
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1077227
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear094984
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted070918
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1037145
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2055591
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3066728
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4040109
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5029958
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5029958
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0239828
IRS990PF/UndistributedIncome/ExcessFromCurrentYear040255
IRS990PF/UndistributedIncome/ExcessFromYear1037145
IRS990PF/UndistributedIncome/ExcessFromYear2055591
IRS990PF/UndistributedIncome/ExcessFromYear3066728
IRS990PF/UndistributedIncome/ExcessFromYear4040109
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0111173
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus040255
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0269786
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0229531
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/Description0Estimated Income Taxes
OtherAssetsSchedule/OtherAssets/EOYBookValue0960
OtherAssetsSchedule/OtherAssets/EOYFMV0960
OtherExpensesSchedule/OtherExpenses/Description0Business Meals
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.14$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.10$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.14$0.14$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.12$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.15$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.11$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.10$0.13$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.14$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.09$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.12$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.06$0.11$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.13