Civic Intelligence

Tracy Foundation

990PF • Fiscal year 2013 • EIN 94-6129856

Feb 01, 2012 to Jan 31, 2013 • Filed on Sep 03, 2013

Organization Profile
850 St Andrews Drive No 143259912
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,420,196

Flat from 2013

Net Assets

$1,420,196

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$52,296

Flat from 2013

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.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,231,189Liabilities 2010: $0Net Assets 2010: $1,231,1892010Assets 2011: $1,405,179Liabilities 2011: $0Net Assets 2011: $1,405,1792011Assets 2012: $1,306,098Liabilities 2012: $12012Assets 2013: $1,420,196Liabilities 2013: $0Net Assets 2013: $1,420,1962013Assets 2013: $1,420,196Liabilities 2013: $12013Assets 2014: $1,584,597Liabilities 2014: $0Net Assets 2014: $1,584,5972014Assets 2015: $1,676,924Liabilities 2015: $0Net Assets 2015: $1,676,9242015Assets 2016: $1,537,338Liabilities 2016: $0Net Assets 2016: $1,537,3382016Assets 2017: $1,709,902Liabilities 2017: $0Net Assets 2017: $1,709,9022017Assets 2018: $1,896,173Liabilities 2018: $0Net Assets 2018: $1,896,1732018Assets 2019: $1,640,213Liabilities 2019: $0Net Assets 2019: $1,640,2132019Assets 2020: $1,622,721Liabilities 2020: $0Net Assets 2020: $1,622,7212020Assets 2021: $1,606,615Liabilities 2021: $0Net Assets 2021: $1,606,6152021Assets 2022: $1,683,700Liabilities 2022: $0Net Assets 2022: $1,683,7002022Assets 2023: $1,342,792Liabilities 2023: $0Net Assets 2023: $1,342,7922023Assets 2024: $1,293,151Liabilities 2024: $0Net Assets 2024: $1,293,1512024Assets 2025: $1,342,534Liabilities 2025: $0Net Assets 2025: $1,342,5342025

Highlighted filing

2013

Assets$1,420,196
Liabilities$0
Net Assets$1,420,196
Open 2013 Filing

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $66,1462010Expenses 2011: $38,2582011Revenue 2012: $53,718Expenses 2012: $94,009Net Income 2012: -$40,2912012Expenses 2013: $52,2962013Revenue 2013: $34,720Expenses 2013: $52,296Net Income 2013: -$17,5762013Revenue 2014: $105,431Expenses 2014: $88,200Net Income 2014: $17,2312014Revenue 2015: $91,582Expenses 2015: $84,701Net Income 2015: $6,8812015Revenue 2016: $124,315Expenses 2016: $100,795Net Income 2016: $23,5202016Revenue 2017: $41,612Expenses 2017: $124,844Net Income 2017: -$83,2322017Revenue 2018: $115,137Expenses 2018: $209,677Net Income 2018: -$94,5402018Revenue 2019: $124,747Expenses 2019: $222,910Net Income 2019: -$98,1632019Revenue 2020: $185,010Expenses 2020: $315,677Net Income 2020: -$130,6672020Revenue 2021: $126,002Expenses 2021: $269,103Net Income 2021: -$143,1012021Revenue 2022: $155,179Expenses 2022: $214,456Net Income 2022: -$59,2772022Revenue 2023: $113,129Expenses 2023: $209,017Net Income 2023: -$95,8882023Revenue 2024: $155,831Expenses 2024: $253,460Net Income 2024: -$97,6292024Revenue 2025: $160,661Expenses 2025: $247,897Net Income 2025: -$87,2362025

Highlighted filing

2013

Revenue-
Expenses$52,296
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2012 to Jan 31, 2013
Signed
Sep 3, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER TRACYPresidentPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATIONTO FUND STUDENT SCHOLARSHIPS AND PROGRAMS-KALISPELL, MT, US$13,500
Paid GrantSTANFORD UNIVERSITYFOR UNDERGRADUATE EDUCATION SCHOLARSHIPS/PROGRAMS-STANFORD, CA, US$6,500
Paid GrantHABITAT FOR HUMANITYTO FUND COMMUNITY SERVICE ACTIVITIES-KALISPELL, MT, US$5,000
Paid GrantREDWOOD HIGH SCHOOL FOUNDATIONTO SUPPORT EDUCATIONAL PROGRAMS-LARKSPUR, CA, US$5,000
Paid GrantFIRST BEST PLACETO HELP BUILD QUALITY OF LIFE AMENITIES FOR COLUMBIA FALLS, MT RESIDENTS-COLUMBIA FALLS, MT, US$3,500
Paid GrantWARREN HIGH SCHOOLTO SUPPORT EXTRACURRICULAR ACTIVITIES-VINCENT, OH, US$2,500
Paid GrantPORT HURON HOSPITAL FOUNDATIONTO FUND COMMUNITY BENEFIT PROGRAMS-PORT HURON, MI, US$2,000
Paid GrantSPECIAL OLYMPICS MONTANATO FUND YEAR-ROUND, STATE-WIDE PROGRAMS OF PHYSICAL FITNESS, SPORTS TRAINING AND ATHLETIC COMPETITION FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES-GREAT FALLS, MT, US$1,000
Paid GrantDETROIT SYMPHONY ORCHESTRATO IMPACT AND SERVE THE COMMUNITY THROUGH MUSIC-DETROIT, MI, US$1,000
Paid GrantCOEXISTENCE INCTO PROMOTE EMBRACING DIVERSITY, RESPECTING DIFFERENCES AND ACTIVELY REJECTING HATRED AND PREJUDICE-SARASOTA, FL, US$1,000
Paid GrantEDUCATION FOUNDATION OF SARASOTA COUNTYTO PROMOTE QUALITY EDUCATION FOR ALL CHILDREN-SARASOTA, FL, US$1,000
Paid GrantBLUE WATER SOCCER CLUB INCTO PROVIDE AN OPPORTUNITY FOR AREA ATHLETES TO PLAY COMPETITIVE SOCCER-ST CLAIR, MI, US$500
Filing and Contact Details

Filer

EIN
94-6129856
Raw XML AppendixShowing 400 of 644 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/DescriptionOfAsset1ENERGY INDEX FUND ADMIRAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2FIRST TR MATERIALS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4OPPNHMR EQ INCOME CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5OPPNHMR EQ INCOME CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6OPPNHMR EQ INCOME CL Y
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0131674
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01420196
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01306098
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01420196
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IRS990PF/DistributableAmount/TotalTax0694
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0694
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment012
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances08267
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01334128
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0153
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10850 ST ANDREWS DRIVE 1432
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0COLUMBIA FALLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode059912
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.034746
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.065579
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.099365
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01322410
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20964131
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30974478
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401157202
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501442411
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0347
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions042500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1085213
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2033500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3063905
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4077745
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50143325
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.332627
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions042500
IRS990PF/QualifyingDistributions/ExpensesAndContributions042500
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions042500
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber0ALL
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0TO PROVIDE FUNDS FOR THE FOUNDATION'S EXEMPT PURPOSE.

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,420,196
Liabilities
$0
Net assets
$1,420,196
Revenue
-
Expenses
$52,296
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.16$0.25$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.16$0.25$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.11$0.21$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.16$0.21$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.27$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.19$0.32$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.12$0.22$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.12$0.21$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.04$0.12$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.12$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.09$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.11$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.05
2013Summary only. Only limited summary data is available for this year.$1.42$0.00$0.03$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.05$0.09$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07