Civic Intelligence

Robert E and Margaret E Lyle Trust

990 • Fiscal year 2013 • EIN 92-6027594

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

PO Box 10068699510-0686

(907) 279-3924

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

73rd percentile

0.40x

Higher debt load relative to revenue than 73% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

95th percentile

130%

Faster revenue growth than 95% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Up

$1,023,048

Up $193,252 (+23%) from 2012

Net Assets

Up

$997,694

Up $167,898 (+20%) from 2012

Liabilities

Up

$25,354

Up $25,354 from 2012

Revenue

Up

$62,713

Up $35,504 (+130%) from 2012

Expenses

Up

$27,186

Up $4,193 (+18%) from 2012

Net Income

Up

$35,527

Up $31,311 (+743%) from 2012

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $796,005Liabilities 2010: $0Net Assets 2010: $796,0052010Assets 2011: $791,275Liabilities 2011: $21,927Net Assets 2011: $769,3482011Assets 2012: $829,796Liabilities 2012: $0Net Assets 2012: $829,7962012Assets 2013: $1,023,048Liabilities 2013: $25,354Net Assets 2013: $997,6942013Assets 2014: $1,033,584Liabilities 2014: $0Net Assets 2014: $1,033,5842014Assets 2015: $993,385Liabilities 2015: $0Net Assets 2015: $993,3852015Assets 2016: $1,047,182Liabilities 2016: $0Net Assets 2016: $1,047,1822016Assets 2017: $1,255,250Liabilities 2017: $0Net Assets 2017: $1,255,2502017Assets 2018: $1,186,110Liabilities 2018: $0Net Assets 2018: $1,186,1102018Assets 2019: $1,391,119Liabilities 2019: $0Net Assets 2019: $1,391,1192019Assets 2020: $1,663,862Liabilities 2020: $0Net Assets 2020: $1,663,8622020Assets 2021: $1,855,007Liabilities 2021: $0Net Assets 2021: $1,855,0072021Assets 2022: $1,411,668Liabilities 2022: $0Net Assets 2022: $1,411,6682022Assets 2023: $1,660,262Liabilities 2023: $0Net Assets 2023: $1,660,2622023Assets 2024: $1,943,731Liabilities 2024: $0Net Assets 2024: $1,943,7312024

Highlighted filing

2013

Assets$1,023,048
Liabilities$25,354
Net Assets$997,694

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $20,9122010Revenue 2011: $21,615Expenses 2011: $23,679Net Income 2011: -$2,0642011Revenue 2012: $27,209Expenses 2012: $22,993Net Income 2012: $4,2162012Revenue 2013: $62,713Expenses 2013: $27,186Net Income 2013: $35,5272013Revenue 2014: $46,069Expenses 2014: $40,438Net Income 2014: $5,6312014Revenue 2015: $47,252Expenses 2015: $23,100Net Income 2015: $24,1522015Revenue 2016: $22,969Expenses 2016: $22,760Net Income 2016: $2092016Revenue 2017: $54,535Expenses 2017: $31,951Net Income 2017: $22,5842017Revenue 2018: $52,271Expenses 2018: $2,200Net Income 2018: $50,0712018Revenue 2019: $22,446Expenses 2019: $69,668Net Income 2019: -$47,2222019Revenue 2020: $72,350Expenses 2020: $53,539Net Income 2020: $18,8112020Revenue 2021: $146,520Expenses 2021: $53,699Net Income 2021: $92,8212021Revenue 2022: $51,622Expenses 2022: $43,657Net Income 2022: $7,9652022Revenue 2023: $27,559Expenses 2023: $43,812Net Income 2023: -$16,2532023Revenue 2024: $39,164Expenses 2024: $49,523Net Income 2024: -$10,3592024

Highlighted filing

2013

Revenue$62,713
Expenses$27,186
Net Income$35,527
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.1
Gross Receipts
$94,577
Mission and Program Overview

Mission

Permanent source of income

Permanent source of income for all saint's episcopal church

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$813,407$979,075▲ $165,668
Rtn Earn Endowment Incm Other Fnds$331,954$499,852▲ $167,898
Cap Stk Tr Prin Current Funds$497,842$497,842→ $0
Savings and Temporary Cash Investments$7,803$35,544▲ $27,741
Investments Other Securities$8,586$8,429▼ $157
Total Assets$829,796$1,023,048▲ $193,252
Liabilities
Grants Payable-$25,354-
Total Liabilities$0$25,354▲ $25,354
Net Assets / Fund Balance
Total Net Assets Fund Balance$829,796$997,694▲ $167,898
Total Liabilities and Net Assets / Fund Balance$829,796$1,023,048▲ $193,252
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert J DicksonTrustee Chair
Carol L BatsonVice-chair
Morton B SchierhornTrustee
Jane B AsaySecretary
Crista C BursonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$62,713
Other Revenue
$0
Change in Net Assets
$35,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,354
Other Expenses$1,832
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,354--$25,354
Other Expenses$0$1,328$0$1,328
Total Functional Expenses$25,354$1,832$0$27,186
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
92-0027421-501(c)3Budgetary$25,354
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
92-6027594
Phone
9072793924

Signing Officer

Name
Robert J Dickson
Title
Trustee Chair
Phone
9072793924
Signed
2014-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert J Dickson
Formed
1996
Legal Domicile
Ak
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Preparer
Carol L Batson
Phone
9073459377
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Carol l. Batson, vice-chair, and crista c. Burson,

Pt VI, Line 2

Treasurer, are respectively mother and daughter.

Pt VI, Line 11B

Robert j. Dickson, trustee chairman, and carol l.

Pt VI, Line 11B

Batson, vice-chair, review the form 990 prior to

Pt VI, Line 11B

The filing of the return.

Pt VI, Line 19

The trust makes its documents, tax return and

Pt VI, Line 19

Financial statements available upon request.

Pt XI

Changes in net assets and fund balances of trust from beginning

Pt XI

Of year to end of year are due to unrealized gains and

Pt XI

Losses on investments carried at market value.

Raw XML Appendix345 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT FUNDS HAVE A RESTRICTED PURPOSE PRIOR TO DISBURSEMENT AS DETERMINED
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1BY THE VESTRY OF ALL SAINTS' CHURCH. THE FUNDS ARE VERIFIED MONTHLY BY
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES OF THE LYLE TRUST.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAROL L. BATSON, VICE-CHAIR, AND CRISTA C. BURSON,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TREASURER, ARE RESPECTIVELY MOTHER AND DAUGHTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROBERT J. DICKSON, TRUSTEE CHAIRMAN, AND CAROL L.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BATSON, VICE-CHAIR, REVIEW THE FORM 990 PRIOR TO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUST MAKES ITS DOCUMENTS, TAX RETURN AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHANGES IN NET ASSETS AND FUND BALANCES OF TRUST FROM BEGINNING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OF YEAR TO END OF YEAR ARE DUE TO UNREALIZED GAINS AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LOSSES ON INVESTMENTS CARRIED AT MARKET VALUE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt XI
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IRS990/TotalAssetsBOYAmt0829796
IRS990/TotalAssetsEOYAmt01023048
IRS990/TotalAssetsGrp/BOYAmt0829796
IRS990/TotalAssetsGrp/EOYAmt01023048
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01832
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025354
IRS990/TotalFunctionalExpensesGrp/TotalAmt027186
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt025354
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt025354
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0829796
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0997694
IRS990/TotalProgramServiceExpensesAmt025354
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt062713
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062713
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0829796
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01023048
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1018742 GUILLEMOT CR
IRS990/USAddress/City0ANCHORAGE
IRS990/USAddress/State0AK
IRS990/USAddress/ZIPCode099516
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J DICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09072793924
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10LYLE ROBERT E & MARGARET E TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0926027594
ReturnHeader/Filer/PhoneNum09072793924
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 100686
ReturnHeader/Filer/USAddress/City0ANCHORAGE
ReturnHeader/Filer/USAddress/State0AK
ReturnHeader/Filer/USAddress/ZIPCode0995100686
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Carol L Batson Certified Public Accountant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103230 Beamreach Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Anchorage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0995163443
ReturnHeader/PreparerPersonGrp/PhoneNum09073459377
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL L BATSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-15T12:26:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$0.04$0.05$0.01
2023Summary only. Only limited summary data is available for this year.$1.66$0.00$1.66$0.03$0.04$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.05$0.04$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.15$0.05$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.07$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.02$0.07$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.05$0.00$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.05$0.03$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.03$1.00$0.06$0.03$0.04
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.03$0.02$0.00
2011Summary only. Only limited summary data is available for this year.$0.79$0.02$0.77$0.02$0.02$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.02