Civic Intelligence

Marselius & Verna Ls Rolfson Charitable Trust

990PF • Fiscal year 2012 • EIN 81-6081306

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

Organization Profile
PO Box 129959860
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

86th percentile

$897

Higher top officer pay than 86% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

43rd percentile

-1.8%

Faster asset growth than 43% of similar nonprofits.

2012 filings • <$500k 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 / Assets58th percentile

Assets

Down

$82,279

Down $1,478 (-1.8%) from 2011

Net Assets

$82,279

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $3,904 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,263

Down $3,849 (-75%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$100K$50K$0Assets 2011: $83,757Liabilities 2011: $3,9042011Assets 2012: $82,279Liabilities 2012: $0Net Assets 2012: $82,2792012Assets 2013: $82,385Liabilities 2013: $0Net Assets 2013: $82,3852013Assets 2014: $82,296Liabilities 2014: $0Net Assets 2014: $82,2962014Assets 2015: $81,311Liabilities 2015: $4,056Net Assets 2015: $77,2552015Assets 2018: $69,361Liabilities 2018: $0Net Assets 2018: $69,3612018Assets 2019: $69,785Liabilities 2019: $0Net Assets 2019: $69,7852019Assets 2020: $67,423Liabilities 2020: $0Net Assets 2020: $67,4232020Assets 2021: $69,026Liabilities 2021: $0Net Assets 2021: $69,0262021Assets 2022: $66,741Liabilities 2022: $0Net Assets 2022: $66,7412022Assets 2023: $62,237Liabilities 2023: $0Net Assets 2023: $62,2372023Assets 2024: $63,458Liabilities 2024: $0Net Assets 2024: $63,4582024

Highlighted filing

2012

Assets$82,279
Liabilities$0
Net Assets$82,279
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KRevenue 2011: $2,618Expenses 2011: $5,112Net Income 2011: -$2,4942011Expenses 2012: $1,2632012Revenue 2013: $6,609Expenses 2013: $6,500Net Income 2013: $1092013Revenue 2014: $5,338Expenses 2014: $5,250Net Income 2014: $882014Revenue 2015: $4,095Expenses 2015: $5,269Net Income 2015: -$1,1742015Revenue 2018: $3,378Expenses 2018: $6,854Net Income 2018: -$3,4762018Revenue 2019: $3,965Expenses 2019: $3,513Net Income 2019: $4522019Revenue 2020: $2,237Expenses 2020: $4,652Net Income 2020: -$2,4152020Revenue 2021: $7,635Expenses 2021: $6,025Net Income 2021: $1,6102021Revenue 2022: $151Expenses 2022: $2,434Net Income 2022: -$2,2832022Revenue 2023: $5,296Expenses 2023: $9,779Net Income 2023: -$4,4832023Revenue 2024: $6,694Expenses 2024: $5,469Net Income 2024: $1,2252024

Highlighted filing

2012

Revenue-
Expenses$1,263
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST INTERSTATE WEALTH MANAGEMENTTrustee-$897-$897
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future Grant-HELMETS CONCUSSIONPUBLICPOLSON, MT, US$3,902
Paid Grant-ROBOTICS CLUBPUBLICPOLSON, MT, US$2,412
Paid Grant-PLAY AND LEARN CENTERPUBLICPOLSON, MT, US$1,492
Filing and Contact Details

Filer

EIN
81-6081306
Raw XML Appendix302 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4LONG TERM CAPITAL GAIN DIST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102 FIRST AVE E
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11111 4TH AVE E
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1POLSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode159860
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03971
IRS990PF/UndistributedIncome/TaxableAmount203992
IRS990PF/UndistributedIncome/UndistributedIncomeCY03971
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03992
OtherIncreasesSchedule/OtherIncreases/Amount011
OtherIncreasesSchedule/OtherIncreases/Description0TO BALANCE
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount0116
TaxesSchedule/Taxes/Category0990 PF
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0116
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0816081306
ReturnHeader/Filer/Name/BusinessNameLine10MARS & VERNA ROLFSON CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MARS
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1299
ReturnHeader/Filer/USAddress/City0POLSON
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059860
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-07
ReturnHeader/Officer/Name0KIRK FULFORD
ReturnHeader/Officer/Phone04068838813
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0203948676
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BERGH & DEVRIES CPAS PLLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10405 FIRST STREET WEST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0POLSON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode059860
ReturnHeader/Preparer/Name0PAT DEVRIES
ReturnHeader/Preparer/Phone04068839250
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T15:17:34-06:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$82,279
Liabilities
$0
Net assets
$82,279
Revenue
-
Expenses
$1,263
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.5$0.00$63.5$6.69$5.47$1.23
2023Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$5.30$9.78$4.48
2022Detailed filing. Detailed filing data is available for this year.$66.7$0.00$66.7$0.15$2.43$2.28
2021Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$7.64$6.03$1.61
2020Detailed filing. Detailed filing data is available for this year.$67.4$0.00$67.4$2.24$4.65$2.42
2019Detailed filing. Detailed filing data is available for this year.$69.8$0.00$69.8$3.97$3.51$0.45
2018Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$3.38$6.85$3.48
2015Detailed filing. Detailed filing data is available for this year.$81.3$4.06$77.3$4.10$5.27$1.17
2014Detailed filing. Detailed filing data is available for this year.$82.3$0.00$82.3$5.34$5.25$0.09
2013Detailed filing. Detailed filing data is available for this year.$82.4$0.00$82.4$6.61$6.50$0.11
2012Detailed filing. Detailed filing data is available for this year.$82.3$0.00$82.3$1.26
2011Summary only. Only limited summary data is available for this year.$83.8$3.90$2.62$5.11$2.49