Civic Intelligence

Leonie V Woolfolk Decd Charitable Trust

990PF • Fiscal year 2013 • EIN 93-6153726

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 10, 2013

P O Box 316897208
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

81st percentile

$7,605

Higher top officer pay than 81% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

42nd percentile

-1.5%

Faster asset growth than 42% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$331,040

Down $5,111 (-1.5%) from 2012

Net Assets

Down

$331,040

Down $5,111 (-1.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$25,902

Up $311 (+1.2%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $336,619Liabilities 2011: $0Net Assets 2011: $336,6192011Assets 2012: $336,151Liabilities 2012: $0Net Assets 2012: $336,1512012Assets 2013: $331,040Liabilities 2013: $0Net Assets 2013: $331,0402013Assets 2014: $314,228Liabilities 2014: $0Net Assets 2014: $314,2282014Assets 2015: $308,955Liabilities 2015: $0Net Assets 2015: $308,9552015Assets 2016: $307,121Liabilities 2016: $0Net Assets 2016: $307,1212016Assets 2017: $293,970Liabilities 2017: $0Net Assets 2017: $293,9702017Assets 2018: $300,529Liabilities 2018: $0Net Assets 2018: $300,5292018Assets 2019: $300,051Liabilities 2019: $0Net Assets 2019: $300,0512019Assets 2020: $292,787Liabilities 2020: $0Net Assets 2020: $292,7872020Assets 2021: $284,842Liabilities 2021: $0Net Assets 2021: $284,8422021Assets 2022: $288,637Liabilities 2022: $0Net Assets 2022: $288,6372022Assets 2023: $275,026Liabilities 2023: $0Net Assets 2023: $275,0262023Assets 2024: $273,928Liabilities 2024: $0Net Assets 2024: $273,9282024Assets 2025: $281,553Liabilities 2025: $0Net Assets 2025: $281,5532025

Highlighted filing

2013

Assets$331,040
Liabilities$0
Net Assets$331,040

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $23,6212011Expenses 2012: $25,5912012Expenses 2013: $25,9022013Revenue 2014: $10,544Expenses 2014: $27,357Net Income 2014: -$16,8132014Revenue 2015: $21,936Expenses 2015: $27,270Net Income 2015: -$5,3342015Revenue 2016: $24,742Expenses 2016: $26,576Net Income 2016: -$1,8342016Revenue 2017: $12,253Expenses 2017: $25,347Net Income 2017: -$13,0942017Revenue 2018: $30,855Expenses 2018: $24,297Net Income 2018: $6,5582018Revenue 2019: $22,069Expenses 2019: $22,541Net Income 2019: -$4722019Revenue 2020: $17,143Expenses 2020: $24,386Net Income 2020: -$7,2432020Revenue 2021: $16,314Expenses 2021: $24,259Net Income 2021: -$7,9452021Revenue 2022: $30,113Expenses 2022: $26,302Net Income 2022: $3,8112022Revenue 2023: $11,396Expenses 2023: $25,005Net Income 2023: -$13,6092023Revenue 2024: $20,695Expenses 2024: $21,791Net Income 2024: -$1,0962024Revenue 2025: $30,917Expenses 2025: $23,290Net Income 2025: $7,6272025

Highlighted filing

2013

Revenue-
Expenses$25,902
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Sep 10, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,605-$7,605
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBLANCHET HOUSE OFGENERAL SUPPORTPUBLICPORTLAND, OR, US$17,723
Filing and Contact Details

Filer

EIN
93-6153726
Raw XML AppendixShowing 400 of 615 raw XML fields

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242013-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332013-06-05
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1184.229 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2153.69 SCOUT INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3101.231 SCOUT INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset488.293 ABERDEEN FDS EMRGN
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6661.52 CREDIT SUISSE COMM RET ST CO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset858.848 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9510.2 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10607.468 NUVEEN INFLATION PRO SEC CL I
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset148.512 T ROWE PRICE SC STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15406.864 LAUDUS INTL MARKETMASTERS FUND SEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16217.456 SCOUT INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17109.624 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1833.327 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1936.186 COLUMBIA INCOME FD CL Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset204.096 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2114.038 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2237.259 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2314.905 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2410.774 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2578.092 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2693.889 COLUMBIA INCOME FD CL Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset279.753 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2830.982 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2971.692 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3030.423 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3142.035 LAUDUS INTL MARKETMASTERS FUND SEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3219.558 SCOUT INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3322.563 VANGUARD EQUITY INCOME ADM
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1127
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2470
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12813
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1423
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss161103
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss171040
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19-1
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2212
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24122
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss25-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss28171
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses090
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1127
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2470
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-37
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-463
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10620
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11292
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12813
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-374
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1423
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses151416
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses161103
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses171040
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses19-1
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses24122
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses25-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31891
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-5109
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases02

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.31$0.23$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.21$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.11$0.25$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.30$0.26$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.16$0.24$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.17$0.24$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.22$0.23$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.31$0.24$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.12$0.25$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.25$0.27$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.22$0.27$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.11$0.27$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.26
2012Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.24