Civic Intelligence

Carleson Benefit Trust

990PF • Fiscal year 2010 • EIN 87-6115609

Jan 01, 2010 to Dec 31, 2010 • Filed on May 16, 2011

Organization Profile
PO Box 3088084130-0880
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

95th percentile

$4,672

Higher top officer pay than 95% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$343,545

No earlier filing loaded for comparison.

Net Assets

$343,545

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$25,260

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2010: $343,545Liabilities 2010: $0Net Assets 2010: $343,5452010Assets 2011: $343,382Liabilities 2011: $0Net Assets 2011: $343,3822011Assets 2012: $318,389Liabilities 2012: $0Net Assets 2012: $318,3892012

Highlighted filing

2010

Assets$343,545
Liabilities$0
Net Assets$343,545
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Expenses 2010: $25,2602010Expenses 2011: $24,7402011Expenses 2012: $44,9962012

Highlighted filing

2010

Revenue-
Expenses$25,260
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 16, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$4,672-$4,672
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONALPUBLICSalt Lake City, UT, US$10,006
Paid Grant-EDUCATIONALPUBLICSalt Lake City, UT, US$7,209
Paid Grant-MEDICALPUBLICSalt Lake City, UT, US$1,030
Paid Grant-RELIGIOUSPUBLICSalt Lake City, UT, US$1,000
Filing and Contact Details

Filer

EIN
87-6115609
Raw XML AppendixShowing 400 of 690 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/NameOfStock0CORPORATE STOCKS AND MUTUAL FUNDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-12-02
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362010-11-05
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382010-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392010-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402010-03-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold412010-03-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422010-03-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452010-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold462010-07-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold472010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold482010-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492010-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold502010-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold512010-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold532010-08-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542010-11-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset033.860 SHS GOLDMAN SACHS ULTRA-SHORT DURATIO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1214.932 SHS GOLDMAN SACHS ULTRA-SHORT DURATI
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset353 SHS ISHARES S&P GLOBAL UTILITIES INDEX FU
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5229 SHS VANGUARD FTSE ALL-WORLD EX-U
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Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$343,545
Liabilities
$0
Net assets
$343,545
Revenue
-
Expenses
$25,260
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.45
2011Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.25
2010Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.25