Civic Intelligence

Carl & Catherine Goers Charitable Tr

990PF • Fiscal year 2011 • EIN 90-0392374

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 23, 2012

Organization Profile
14025 Riveredge Dr Ste 28033637-2015
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

92nd percentile

$11,302

Higher top officer pay than 92% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

33rd percentile

-3.4%

Faster asset growth than 33% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$812,211

Down $28,900 (-3.4%) from 2010

Net Assets

Down

$812,211

Down $28,900 (-3.4%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$63,284

Down $9,600 (-13%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.0M$500K$0Assets 2010: $841,111Liabilities 2010: $0Net Assets 2010: $841,1112010Assets 2011: $812,211Liabilities 2011: $0Net Assets 2011: $812,2112011Assets 2012: $784,051Liabilities 2012: $12012Assets 2013: $785,544Liabilities 2013: $0Net Assets 2013: $785,5442013Assets 2014: $912,410Liabilities 2014: $0Net Assets 2014: $912,4102014Assets 2015: $894,359Liabilities 2015: $0Net Assets 2015: $894,3592015Assets 2016: $846,095Liabilities 2016: $0Net Assets 2016: $846,0952016Assets 2017: $840,595Liabilities 2017: $0Net Assets 2017: $840,5952017Assets 2018: $830,283Liabilities 2018: $0Net Assets 2018: $830,2832018Assets 2019: $867,717Liabilities 2019: $0Net Assets 2019: $867,7172019Assets 2020: $845,038Liabilities 2020: $0Net Assets 2020: $845,0382020Assets 2021: $847,094Liabilities 2021: $0Net Assets 2021: $847,0942021Assets 2022: $820,120Liabilities 2022: $0Net Assets 2022: $820,1202022Assets 2023: $803,768Liabilities 2023: $0Net Assets 2023: $803,7682023Assets 2024: $786,741Liabilities 2024: $0Net Assets 2024: $786,7412024

Highlighted filing

2011

Assets$812,211
Liabilities$0
Net Assets$812,211
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $72,8842010Expenses 2011: $63,2842011Revenue 2012: $32,751Expenses 2012: $60,351Net Income 2012: -$27,6002012Revenue 2013: $63,134Expenses 2013: $61,785Net Income 2013: $1,3492013Revenue 2014: $190,596Expenses 2014: $64,416Net Income 2014: $126,1802014Revenue 2015: $56,357Expenses 2015: $74,303Net Income 2015: -$17,9462015Revenue 2016: $20,821Expenses 2016: $69,032Net Income 2016: -$48,2112016Revenue 2017: $63,655Expenses 2017: $69,382Net Income 2017: -$5,7272017Revenue 2018: $60,156Expenses 2018: $70,341Net Income 2018: -$10,1852018Revenue 2019: $107,703Expenses 2019: $70,134Net Income 2019: $37,5692019Revenue 2020: $48,242Expenses 2020: $70,987Net Income 2020: -$22,7452020Revenue 2021: $73,982Expenses 2021: $71,862Net Income 2021: $2,1202021Revenue 2022: $49,817Expenses 2022: $76,808Net Income 2022: -$26,9912022Revenue 2023: $53,299Expenses 2023: $69,730Net Income 2023: -$16,4312023Revenue 2024: $53,098Expenses 2024: $70,138Net Income 2024: -$17,0402024

Highlighted filing

2011

Revenue-
Expenses$63,284
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 23, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEMBERS TRUST COMPANYTrusteeFT$11,302-$11,302
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRED L WATERMAN CONSCHARITABLE501(C)(3)APALACHIN, NY, US$22,740
Paid GrantTIOGA COUNTY RURALCHARTIABLE501(C)(3)OWEGO, NY, US$22,740
Paid GrantST PATRICK'S ROMANCHARITABLE501(C)(3)OWEGO, NY, US$5,053
Filing and Contact Details

Filer

EIN
90-0392374
Raw XML AppendixShowing 400 of 423 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/DescriptionOfAsset0339. ISHARES TR MSCI EMERGING MKTS INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1134. SPDR S&P 500 ETF TRUST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4279. ISHARES TR S&P SMALLCAP 600 INDEX FD
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7201. ISHARES TR BARCLAYS AGGREGATE BD FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset842. ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9118. ISHARES TR BARCLAYS 1-3 YR TREAS BD FD
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.06623
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.034581
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0986766
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10963759
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20872273
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30847017
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40801258
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0276
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions056444
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1066385
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2028410
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3056098
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4027708
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.202262
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions056168
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions056444
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0276
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions056444
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MEMBERS TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08136319191
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1014025 RIVEREDGE DR STE 280
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0TAMPA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0336372015
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/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05053
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount122740
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount222740
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARTIABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST PATRICK'S ROMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FRED L WATERMAN CONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12TIOGA COUNTY RURAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20CATHOLIC CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21EDUCATION CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22MINISTRY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10300 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11403 HILTON ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12143 NORTH AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0OWEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1APALACHIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2OWEGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode013827
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode113732
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode213827
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear050533
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear049062
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted049062
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106473
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear013855
IRS990PF/UndistributedIncome/ExcessFromCurrentYear07382
IRS990PF/UndistributedIncome/ExcessFromYear106473
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions056444
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus07382
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus013855
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover06473
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount01210
OtherDecreasesSchedule/OtherDecreases/Description0ACCRUED INCOME 2011 REC'D 2012
OtherExpensesSchedule/OtherExpenses/Description0NEW YORK FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0260
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0260
OtherIncreasesSchedule/OtherIncreases/Amount01986
OtherIncreasesSchedule/OtherIncreases/Description0ACCRUED INCOME 2010 REC'D 2011
TaxesSchedule/Taxes/Amount0579
TaxesSchedule/Taxes/Amount1288
TaxesSchedule/Taxes/Amount2322
TaxesSchedule/Taxes/Category0FEDERAL TAXES PAID
TaxesSchedule/Taxes/Category12011 ESTIMATE PAID
TaxesSchedule/Taxes/Category2FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$812,211
Liabilities
$0
Net assets
$812,211
Revenue
-
Expenses
$63,284
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.53$0.70$0.17
2023Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.53$0.70$0.16
2022Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.50$0.77$0.27
2021Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.74$0.72$0.02
2020Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.48$0.71$0.23
2019Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$1.08$0.70$0.38
2018Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.60$0.70$0.10
2017Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.64$0.69$0.06
2016Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.21$0.69$0.48
2015Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$0.56$0.74$0.18
2014Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$1.91$0.64$1.26
2013Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.63$0.62$0.01
2012Summary only. Only limited summary data is available for this year.$7.84$0.00$0.33$0.60$0.28
2011Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.63
2010Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.73