Civic Intelligence

Donald J Lindley Trust

990PF • Fiscal year 2012 • EIN 90-0052196

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile
Regions Trust One Indiana SquareRoom/Suite 80146204
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

97th percentile

$54,535

Higher top officer pay than 97% of similar nonprofits.

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

Asset Growth

10th percentile

-12%

Faster asset growth than 10% 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

Down

$2,288,070

Down $308,501 (-12%) from 2011

Net Assets

Down

$2,288,070

Down $308,501 (-12%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$846,881

Down $31,081 (-3.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,596,571Liabilities 2011: $0Net Assets 2011: $2,596,5712011Assets 2012: $2,288,070Liabilities 2012: $0Net Assets 2012: $2,288,0702012Assets 2013: $2,214,110Liabilities 2013: $448Net Assets 2013: $2,213,6622013Assets 2014: $2,145,006Liabilities 2014: $0Net Assets 2014: $2,145,0062014Assets 2015: $1,886,477Liabilities 2015: $0Net Assets 2015: $1,886,4772015Assets 2016: $2,592,224Liabilities 2016: $0Net Assets 2016: $2,592,2242016Assets 2017: $2,128,833Liabilities 2017: $0Net Assets 2017: $2,128,8332017Assets 2018: $2,723,461Liabilities 2018: $0Net Assets 2018: $2,723,4612018Assets 2019: $3,224,904Liabilities 2019: $0Net Assets 2019: $3,224,9042019Assets 2020: $2,962,358Liabilities 2020: $0Net Assets 2020: $2,962,3582020Assets 2021: $4,149,864Liabilities 2021: $1,045Net Assets 2021: $4,148,8192021Assets 2022: $3,833,629Liabilities 2022: $0Net Assets 2022: $3,833,6292022Assets 2023: $3,623,980Liabilities 2023: $85Net Assets 2023: $3,623,8952023Assets 2024: $3,480,879Liabilities 2024: $0Net Assets 2024: $3,480,8792024

Highlighted filing

2012

Assets$2,288,070
Liabilities$0
Net Assets$2,288,070
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $877,9622011Expenses 2012: $846,8812012Revenue 2013: $383,709Expenses 2013: $458,117Net Income 2013: -$74,4082013Revenue 2014: $362,568Expenses 2014: $431,224Net Income 2014: -$68,6562014Revenue 2015: $222,500Expenses 2015: $481,029Net Income 2015: -$258,5292015Revenue 2016: $1,263,154Expenses 2016: $557,407Net Income 2016: $705,7472016Revenue 2017: $83,191Expenses 2017: $546,582Net Income 2017: -$463,3912017Revenue 2018: $1,159,112Expenses 2018: $564,484Net Income 2018: $594,6282018Revenue 2019: $1,022,951Expenses 2019: $521,508Net Income 2019: $501,4432019Revenue 2020: $269,906Expenses 2020: $530,189Net Income 2020: -$260,2832020Revenue 2021: $1,713,753Expenses 2021: $527,267Net Income 2021: $1,186,4862021Revenue 2022: $174,774Expenses 2022: $491,009Net Income 2022: -$316,2352022Revenue 2023: $209,296Expenses 2023: $418,455Net Income 2023: -$209,1592023Revenue 2024: $279,026Expenses 2024: $419,947Net Income 2024: -$140,9212024

Highlighted filing

2012

Revenue-
Expenses$846,881
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$54,535-$54,535
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONN/ADECATUR, IL, US$631,892
Filing and Contact Details

Filer

EIN
90-0052196
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22VERIZON COMMUNICATIONS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27STATE STREET CORP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73PHILLIPS 66
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81AMERICAN CENTURY SMALL CAP VALUE
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86METROPOLITAN WEST TOTAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87MUTUALHEDGE FRONTIER LEG
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IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV03882302
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY02596571
IRS990PF/BalanceSheets/RetainedEarningsEOY02288070
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0102601
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0115368
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0115368
IRS990PF/BalanceSheets/TotalAssetsBOY02596571
IRS990PF/BalanceSheets/TotalAssetsEOY02288070
IRS990PF/BalanceSheets/TotalAssetsEOYFMV05131524
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02596571
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02288070
IRS990PF/BalanceSheets/TotalNetAssetsBOY02596571
IRS990PF/BalanceSheets/TotalNetAssetsEOY02288070
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0124950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0393226
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1853669
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis27988
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0REGIONS BANK TRUST DEPT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1REGIONS BANK TRUST DEPT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2REGIONS BANK TRUST DEPT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss05444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1105420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss28149
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses05444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1105420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses28149
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0398670
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1959089
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice216137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss05444
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-308497
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases04
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02288074
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02596571
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02288070
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0261179
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0261179
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0261179
IRS990PF/DistributableAmount/MinimumInvestmentReturn0268030
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome06851
IRS990PF/DistributableAmount/TotalTax06851
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0938
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment07800
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax06851
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0938
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal06851
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome06851
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments07800
IRS990PF/FMVAssetsEOY05131524
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets05442240
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0130623
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01435640
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable081634
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets03875977
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0268030
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets05360606
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets05442240
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10REGIONS BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation054535
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10ONE INDIANA SQUARE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0INDIANAPOLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode046204
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0661061
IRS990PF/QualifyingDistributions/ExpensesAndContributions0661061
IRS990PF/QualifyingDistributions/QualifyingDistributions0661061
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10REGIONS BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03172216283
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10ONE INDIANA SQUARE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0INDIANAPOLIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode046204
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false

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
$2,288,070
Liabilities
$0
Net assets
$2,288,070
Revenue
-
Expenses
$846,881
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.28$0.42$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.21$0.42$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.17$0.49$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.00$4.15$1.71$0.53$1.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.27$0.53$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$1.02$0.52$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$1.16$0.56$0.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.08$0.55$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$1.26$0.56$0.71
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.22$0.48$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.36$0.43$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.38$0.46$0.07
2012Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.85
2011Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.88