Civic Intelligence

Donald J Lindley Trust

990PF • Fiscal year 2014 • EIN 90-0052196

Jan 01, 2014 to Dec 31, 2014 • Filed on May 22, 2015

Regions Trust One Indiana SquareRoom/Suite 801Indianapolis, IN 46204

(317) 221-6283

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

25th percentile

-3.1%

Faster asset growth than 25% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-5.5%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$2,145,006

Down $69,104 (-3.1%) from 2013

Net Assets

Down

$2,145,006

Down $68,656 (-3.1%) from 2013

Liabilities

Down

$0

Down $448 (-100%) from 2013

Revenue

Down

$362,568

Down $21,141 (-5.5%) from 2013

Expenses

Down

$431,224

Down $26,893 (-5.9%) from 2013

Net Income

Up

-$68,656

Up $5,752 (+7.7%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$2,145,006
Liabilities$0
Net Assets$2,145,006

Operations Trend

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

2014

Revenue$362,568
Expenses$431,224
Net Income-$68,656
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 22, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Donald J Lindley Trust
EIN
90-0052196
Phone
3172216283
Address
REGIONS TRUST ONE INDIANA SQUARE, ROOM/SUITE 801, INDIANAPOLIS, IN 46204

Signing Officer

Name
Craig Bush
Title
Trustee
Phone
3172216283
Signed
2015-05-22

Preparer

Firm
May Cocagne & King Pc
Address
1353 E MOUND RD SUITE 300, DECATUR, IL 62526
Preparer
Mark S Wood
Phone
2178752655
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TIFFANY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VIRTUS EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VIRTUS SMALL-MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VISA INC-CLASS A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WELLS FARGO & CO
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt092776
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0252820
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023708
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt092776
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0216644
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0135452
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt031158
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt062316
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01769
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0285831
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0145393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0431224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0362037
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt033011
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0178404
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2281421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt397406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt248909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt328209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt248909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt328209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1268296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2330330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3125615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4REGIONS BANK TRUST DEPT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt092776
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05410
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-68656
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02145006
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02213662
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02145006
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0277794
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0277794
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0277794
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0282127
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04333
IRS990PF/DistributableAmountGrp/TotalTaxAmt04333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04400
IRS990PF/FMVAssetsEOYAmt07388900
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0448
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt03727
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt03727
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt03727
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0676608
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0839480
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0885993
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04353
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01092383
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01088249
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01088030
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt06285411
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02213662
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02145006
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0449253
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0213769
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0213769
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02214110
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02145006
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07388900
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0448
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02214110
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02145006
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02213662
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02145006
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05728474
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0233988
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0879091
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt085927
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04615395
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0282127
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05642547
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05728474
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0ONE INDIANA SQUARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046204
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0285831
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0285831
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0285831

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Filings

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
Peer Organizations

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