Civic Intelligence

Abigail Van Vleck Charitable Trust

990EZ • Fiscal year 2013 • EIN 76-6053056

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

20734 Belvon Valley Drive77365

(281) 354-0600

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

10th percentile

-38%

Higher net margin than 10% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

48th percentile

0.6%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

53rd percentile

3.6%

Faster revenue growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$231,294

Up $1,406 (+0.6%) from 2012

Net Assets

Up

$231,294

Up $1,406 (+0.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$14,058

Up $491 (+3.6%) from 2012

Expenses

Down

$19,335

Down $25,288 (-57%) from 2012

Net Income

Up

-$5,277

Up $25,779 (+83%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $299,964Liabilities 2010: $0Net Assets 2010: $299,9642010Assets 2011: $251,556Liabilities 2011: $0Net Assets 2011: $251,5562011Assets 2012: $229,888Liabilities 2012: $0Net Assets 2012: $229,8882012Assets 2013: $231,294Liabilities 2013: $0Net Assets 2013: $231,2942013Assets 2014: $231,891Liabilities 2014: $0Net Assets 2014: $231,8912014Assets 2015: $218,650Liabilities 2015: $02015Assets 2016: $225,641Liabilities 2016: $0Net Assets 2016: $225,6412016Assets 2017: $236,136Liabilities 2017: $0Net Assets 2017: $236,1362017Assets 2018: $202,473Liabilities 2018: $02018Assets 2019: $233,674Liabilities 2019: $0Net Assets 2019: $233,6742019Assets 2020: $202,685Liabilities 2020: $0Net Assets 2020: $202,6852020Assets 2021: $226,066Liabilities 2021: $02021Assets 2022: $226,857Liabilities 2022: $02022Assets 2023: $232,140Liabilities 2023: $02023Assets 2024: $220,025Liabilities 2024: $0Net Assets 2024: $220,0252024

Highlighted filing

2013

Assets$231,294
Liabilities$0
Net Assets$231,294

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $16,446Expenses 2010: $21,894Net Income 2010: -$5,4482010Revenue 2011: $8,415Expenses 2011: $45,296Net Income 2011: -$36,8812011Revenue 2012: $13,567Expenses 2012: $44,623Net Income 2012: -$31,0562012Revenue 2013: $14,058Expenses 2013: $19,335Net Income 2013: -$5,2772013Revenue 2014: $10,068Expenses 2014: $8,182Net Income 2014: $1,8862014Revenue 2015: $2,830Expenses 2015: $9,323Net Income 2015: -$6,4932015Revenue 2016: $13,595Expenses 2016: $11,620Net Income 2016: $1,9752016Revenue 2017: $9,255Expenses 2017: $15,590Net Income 2017: -$6,3352017Revenue 2018: $13,910Expenses 2018: $19,816Net Income 2018: -$5,9062018Revenue 2019: $13,961Expenses 2019: $6,071Net Income 2019: $7,8902019Revenue 2020: $28,505Expenses 2020: $56,243Net Income 2020: -$27,7382020Revenue 2021: $26,709Expenses 2021: $3,328Net Income 2021: $23,3812021Revenue 2022: $3,861Expenses 2022: $3,070Net Income 2022: $7912022Revenue 2023: $8,184Expenses 2023: $2,901Net Income 2023: $5,2832023Revenue 2024: $10,966Expenses 2024: $23,081Net Income 2024: -$12,1152024

Highlighted filing

2013

Revenue$14,058
Expenses$19,335
Net Income-$5,277
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$96,954
Mission and Program Overview

Mission

To support other 501(c)(3) public charities.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES GRANTS TO OTHER 501(C)(3) ORGANIZATIONS TO ASSIST THEM IN CARRYING OUT THEIR EXEMPT FUNCTIONS.$0$15,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P COMSTOCKTrustee-$0--
Filing and Contact Details

Filer

EIN
76-6053056
Phone
2813540600

Signing Officer

Name
John Comstock
Title
Trustee
Phone
2813540600
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Rhonda G Williams
Phone
5059833387
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 2. Description: dividends. Amount: 5,185. Description: capital gains distributions. Amount: 1,134. Total included on form 990-ez, line 4: 6,321.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general program expenses. Grantee name: national museum of women in the arts. Grantee address: 1250 new york avenue nw, washington, dc 20005. Grantee relationship: none. Property description: cash. Date of gift: 06/26/13. Amount given: 10,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general program expenses. Grantee name: national museum of women in the arts. Grantee address: 1250 new york avenue nw, washington, dc 20005. Grantee relationship: none. Property description: cash. Date of gift: 10/09/13. Amount given: 5,000. Total included on form 990-ez, line 10: 15,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: wells fargo bank fees. Amount: 3,135.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on securities. Amount: 6,683.

Form 990-ez, Part II, Line 24 - Other Assets

Description: mutual funds. Beg. Of year amount: 76,550. End of year amount: 70,516. Description: stocks. Beg. Of year amount: 84,945. End of year amount: 94,818. Description: alternative investments. Beg. Of year amount: 21,433. End of year amount: 25,430. Description: real estate investments. Beg. Of year amount: 25,745. End of year amount: 22,129.

Raw XML Appendix132 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02813540600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1020734 BELVON VALLEY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0PORTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode077365
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021215
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018401
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt082896
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5277
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0229888
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0231294
IRS990EZ/GainOrLossFromSaleOfAssetsAmt07737
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt096954
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt06321
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0229888
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0231294
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0229888
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0231294
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN P COMSTOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0208673
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0212893
IRS990EZ/OtherChangesInNetAssetsAmt06683
IRS990EZ/OtherExpensesTotalAmt03135
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT OTHER 501(C)(3) PUBLIC CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES GRANTS TO OTHER 501(C)(3) ORGANIZATIONS TO ASSIST THEM IN CARRYING OUT THEIR EXEMPT FUNCTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt090633
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019335
IRS990EZ/TotalProgramServiceExpensesAmt015000
IRS990EZ/TotalRevenueAmt014058
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521238810
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt015000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10NATIONAL MUSEUM OF WOMEN IN THE ARTS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt015000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2. DESCRIPTION: DIVIDENDS. AMOUNT: 5,185. DESCRIPTION: CAPITAL GAINS DISTRIBUTIONS. AMOUNT: 1,134. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,321.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GENERAL PROGRAM EXPENSES. GRANTEE NAME: NATIONAL MUSEUM OF WOMEN IN THE ARTS. GRANTEE ADDRESS: 1250 NEW YORK AVENUE NW, WASHINGTON, DC 20005. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/26/13. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GENERAL PROGRAM EXPENSES. GRANTEE NAME: NATIONAL MUSEUM OF WOMEN IN THE ARTS. GRANTEE ADDRESS: 1250 NEW YORK AVENUE NW, WASHINGTON, DC 20005. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/09/13. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: WELLS FARGO BANK FEES. AMOUNT: 3,135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN ON SECURITIES. AMOUNT: 6,683.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 76,550. END OF YEAR AMOUNT: 70,516. DESCRIPTION: STOCKS. BEG. OF YEAR AMOUNT: 84,945. END OF YEAR AMOUNT: 94,818. DESCRIPTION: ALTERNATIVE INVESTMENTS. BEG. OF YEAR AMOUNT: 21,433. END OF YEAR AMOUNT: 25,430. DESCRIPTION: REAL ESTATE INVESTMENTS. BEG. OF YEAR AMOUNT: 25,745. END OF YEAR AMOUNT: 22,129.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN COMSTOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02813540600
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10ABIGAIL VAN VLECK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VANV
ReturnHeader/Filer/EIN0766053056
ReturnHeader/Filer/PhoneNum02813540600
ReturnHeader/Filer/USAddress/AddressLine1020734 BELVON VALLEY DRIVE
ReturnHeader/Filer/USAddress/City0PORTER
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077365
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850378315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BARRACLOUGH & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1847
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode087504
ReturnHeader/PreparerPersonGrp/PhoneNum05059833387
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA G WILLIAMS
ReturnHeader/ReturnTs02014-11-17T18:27:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11$0.23$0.12
2023Summary only. Only limited summary data is available for this year.$2.32$0.00$0.08$0.03$0.05
2022Summary only. Only limited summary data is available for this year.$2.27$0.00$0.04$0.03$0.01
2021Summary only. Only limited summary data is available for this year.$2.26$0.00$0.27$0.03$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.29$0.56$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.14$0.06$0.08
2018Summary only. Only limited summary data is available for this year.$2.02$0.00$0.14$0.20$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.09$0.16$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.14$0.12$0.02
2015Summary only. Only limited summary data is available for this year.$2.19$0.00$0.03$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.10$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.14$0.19$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.00$2.30$0.14$0.45$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.00$2.52$0.08$0.45$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.00$3.00$0.16$0.22$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits