Civic Intelligence

Roscoe & Frances Cox Charitable Trust 99000350

990PF • Fiscal year 2014 • EIN 91-6454934

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 09, 2015

Organization Profile
PO Box 063453201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

61st percentile

$12,973

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

73rd percentile

10%

Faster asset growth than 73% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

59%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$697,807

Up $65,867 (+10%) from 2013

Net Assets

Up

$697,807

Up $65,867 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin92nd percentile

Revenue

$117,507

No earlier filing loaded for comparison.

Expenses

Up

$51,623

Up $3,073 (+6.3%) from 2013

Net Income

$65,884

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$800K$600K$400K$200K$0Assets 2010: $609,393Liabilities 2010: $0Net Assets 2010: $609,3932010Assets 2011: $594,895Liabilities 2011: $02011Assets 2012: $641,507Liabilities 2012: $0Net Assets 2012: $641,5072012Assets 2013: $631,940Liabilities 2013: $0Net Assets 2013: $631,9402013Assets 2014: $697,807Liabilities 2014: $0Net Assets 2014: $697,8072014Assets 2015: $679,773Liabilities 2015: $02015Assets 2016: $659,333Liabilities 2016: $0Net Assets 2016: $659,3332016Assets 2017: $623,826Liabilities 2017: $0Net Assets 2017: $623,8262017Assets 2018: $611,285Liabilities 2018: $0Net Assets 2018: $611,2852018Assets 2019: $593,228Liabilities 2019: $0Net Assets 2019: $593,2282019Assets 2020: $562,846Liabilities 2020: $0Net Assets 2020: $562,8462020Assets 2021: $532,472Liabilities 2021: $0Net Assets 2021: $532,4722021Assets 2022: $624,374Liabilities 2022: $0Net Assets 2022: $624,3742022Assets 2023: $601,751Liabilities 2023: $12023Assets 2025: $590,286Liabilities 2025: $0Net Assets 2025: $590,2862025

Highlighted filing

2014

Assets$697,807
Liabilities$0
Net Assets$697,807
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $40,4722010Revenue 2011: $29,226Expenses 2011: $43,441Net Income 2011: -$14,2152011Expenses 2012: $44,5582012Expenses 2013: $48,5502013Revenue 2014: $117,507Expenses 2014: $51,623Net Income 2014: $65,8842014Revenue 2015: $35,589Expenses 2015: $53,457Net Income 2015: -$17,8682015Revenue 2016: $25,063Expenses 2016: $45,502Net Income 2016: -$20,4392016Revenue 2017: $9,623Expenses 2017: $45,026Net Income 2017: -$35,4032017Revenue 2018: $36,062Expenses 2018: $48,516Net Income 2018: -$12,4542018Revenue 2019: $27,242Expenses 2019: $45,228Net Income 2019: -$17,9862019Revenue 2020: $17,951Expenses 2020: $48,333Net Income 2020: -$30,3822020Revenue 2021: $21,602Expenses 2021: $51,978Net Income 2021: -$30,3762021Revenue 2022: $144,609Expenses 2022: $52,701Net Income 2022: $91,9082022Revenue 2023: $23,294Expenses 2023: $45,915Net Income 2023: -$22,6212023Revenue 2025: $39,872Expenses 2025: $46,333Net Income 2025: -$6,4612025

Highlighted filing

2014

Revenue$117,507
Expenses$51,623
Net Income$65,884
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$12,973-$12,973
Filing and Contact Details

Filer

EIN
91-6454934
Phone
5034643580

Signing Officer

Name
US Bank
Title
Officer
Phone
5034643580
Signed
2015-02-09
Discuss with paid preparer
Yes

Preparer

Preparer
Donald J Roman
Phone
4123556000
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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$697,807
Liabilities
$0
Net assets
$697,807
Revenue
$117,507
Expenses
$51,623
Net income
$65,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.40$0.46$0.06
2023Summary only. Only limited summary data is available for this year.$6.02$0.00$0.23$0.46$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$1.45$0.53$0.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$0.22$0.52$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.18$0.48$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.27$0.45$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.00$6.11$0.36$0.49$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.10$0.45$0.35
2016Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.25$0.46$0.20
2015Summary only. Only limited summary data is available for this year.$6.80$0.00$0.36$0.53$0.18
2014Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$1.18$0.52$0.66
2013Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.49
2012Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.45
2011Summary only. Only limited summary data is available for this year.$5.95$0.00$0.29$0.43$0.14
2010Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.40
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