Civic Intelligence

James B Richardson Trust 34-001160-0

990PF • Fiscal year 2012 • EIN 94-6505556

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

PO Box 7500048275-7874
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

96th percentile

$6,014

Higher top officer pay than 96% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

39th percentile

-3.4%

Faster asset growth than 39% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$354,158

Down $12,401 (-3.4%) from 2011

Net Assets

Down

$354,158

Down $12,401 (-3.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$26,115

Up $1,189 (+4.8%) from 2011

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: $366,559Liabilities 2011: $0Net Assets 2011: $366,5592011Assets 2012: $354,158Liabilities 2012: $0Net Assets 2012: $354,1582012Assets 2013: $341,501Liabilities 2013: $0Net Assets 2013: $341,5012013Assets 2014: $324,950Liabilities 2014: $02014Assets 2015: $330,328Liabilities 2015: $0Net Assets 2015: $330,3282015Assets 2016: $313,701Liabilities 2016: $0Net Assets 2016: $313,7012016Assets 2017: $306,972Liabilities 2017: $0Net Assets 2017: $306,9722017Assets 2018: $360,083Liabilities 2018: $0Net Assets 2018: $360,0832018Assets 2019: $341,753Liabilities 2019: $0Net Assets 2019: $341,7532019Assets 2020: $335,642Liabilities 2020: $0Net Assets 2020: $335,6422020Assets 2021: $325,144Liabilities 2021: $0Net Assets 2021: $325,1442021Assets 2022: $303,334Liabilities 2022: $0Net Assets 2022: $303,3342022Assets 2023: $290,487Liabilities 2023: $0Net Assets 2023: $290,4872023Assets 2024: $284,336Liabilities 2024: $0Net Assets 2024: $284,3362024

Highlighted filing

2012

Assets$354,158
Liabilities$0
Net Assets$354,158

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $24,9262011Expenses 2012: $26,1152012Revenue 2013: $11,313Expenses 2013: $24,567Net Income 2013: -$13,2542013Revenue 2014: $7,409Expenses 2014: $24,453Net Income 2014: -$17,0442014Revenue 2015: $12,160Expenses 2015: $6,301Net Income 2015: $5,8592015Revenue 2016: $21,089Expenses 2016: $38,229Net Income 2016: -$17,1402016Revenue 2017: $15,954Expenses 2017: $21,542Net Income 2017: -$5,5882017Revenue 2018: $70,701Expenses 2018: $23,287Net Income 2018: $47,4142018Revenue 2019: $16,230Expenses 2019: $22,401Net Income 2019: -$6,1712019Revenue 2020: $12,349Expenses 2020: $26,398Net Income 2020: -$14,0492020Revenue 2021: $20,564Expenses 2021: $31,665Net Income 2021: -$11,1012021Revenue 2022: $11,948Expenses 2022: $33,502Net Income 2022: -$21,5542022Revenue 2023: $13,962Expenses 2023: $26,743Net Income 2023: -$12,7812023Revenue 2024: $18,469Expenses 2024: $23,693Net Income 2024: -$5,2242024

Highlighted filing

2012

Revenue-
Expenses$26,115
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMERICA BANKTrustee-$6,014-$6,014
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSANTA CRUZ CITYEDUCATIONNONESANTA CRUZ, CA, US$14,800
Paid GrantCORNELL UNIVERSITYRESEARCHNONEITHACA, NY, US$3,700
Filing and Contact Details

Filer

EIN
94-6505556
Raw XML Appendix304 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0COMERICA BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO Box 75000
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IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncreasesSchedule/OtherIncreases/Amount02966
OtherIncreasesSchedule/OtherIncreases/Description0DIFFERENCE BETWEEN RECEIPTS AND TAXABLE INCOME
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0946505556
ReturnHeader/Filer/Name/BusinessNameLine10JAMES B RICHARDSON TRUST
ReturnHeader/Filer/NameControl0RICH
ReturnHeader/Filer/Phone07349302405
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 75000
ReturnHeader/Filer/USAddress/City0DETROIT
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0482757874
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0JACKIE SPARKS WALKER
ReturnHeader/Officer/Phone07349302405
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMSON REUTERS TAX & ACCOUNTING
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106135 TRUST DRIVE SUITE 118
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOLLAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode043528
ReturnHeader/Preparer/Phone04198612300
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T18:09:29-06:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.18$0.24$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.14$0.27$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.12$0.34$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.21$0.32$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.12$0.26$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.16$0.22$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.71$0.23$0.47
2017Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.16$0.22$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.21$0.38$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.12$0.06$0.06
2014Summary only. Only limited summary data is available for this year.$3.25$0.00$0.07$0.24$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.11$0.25$0.13
2012Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.26
2011Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.25