Civic Intelligence

Jay Defeo Trust Co Fontanello Duffield & Otake

990PF • Fiscal year 2012 • EIN 94-6642644

Jan 01, 2012 to Dec 31, 2012

Organization Profile
Berkeley, CA
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

95th percentile

248%

Faster revenue growth than 95% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$9,922,322

Up $76,318 (+0.8%) from 2011

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$10

Up $10 from 2011

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin74th percentile

Revenue

Up

$439,332

Up $312,911 (+248%) from 2011

Expenses

Up

$363,024

Up $57,378 (+19%) from 2011

Net Income

Up

$76,308

Up $255,533 (+143%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$30M$20M$10M$0Assets 2011: $9,846,004Liabilities 2011: $02011Assets 2012: $9,922,322Liabilities 2012: $102012Assets 2013: $9,961,935Liabilities 2013: $102013Assets 2014: $11,993,152Liabilities 2014: $0Net Assets 2014: $11,993,1522014Assets 2015: $13,823,819Liabilities 2015: $0Net Assets 2015: $13,823,8192015Assets 2017: $20,152,717Liabilities 2017: $0Net Assets 2017: $20,152,7172017Assets 2018: $20,748,013Liabilities 2018: $0Net Assets 2018: $20,748,0132018Assets 2019: $20,456,613Liabilities 2019: $0Net Assets 2019: $20,456,6132019Assets 2020: $21,267,385Liabilities 2020: $0Net Assets 2020: $21,267,3852020Assets 2021: $21,461,108Liabilities 2021: $1,433Net Assets 2021: $21,459,6752021Assets 2022: $22,393,855Liabilities 2022: $25,340Net Assets 2022: $22,368,5152022Assets 2023: $22,467,729Liabilities 2023: $8,5072023Assets 2024: $21,750,730Liabilities 2024: $2,961Net Assets 2024: $21,747,7692024

Highlighted filing

2012

Assets$9,922,322
Liabilities$10
Net Assets-
Open 2012 Filing

Operations Trend

Revenue Growth95th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $126,421Expenses 2011: $305,646Net Income 2011: -$179,2252011Revenue 2012: $439,332Expenses 2012: $363,024Net Income 2012: $76,3082012Revenue 2013: $595,473Expenses 2013: $555,010Net Income 2013: $40,4632013Revenue 2014: $365,660Expenses 2014: $407,433Net Income 2014: -$41,7732014Revenue 2015: $687,243Expenses 2015: $456,576Net Income 2015: $230,6672015Revenue 2017: $1,507,052Expenses 2017: $597,286Net Income 2017: $909,7662017Revenue 2018: $1,493,188Expenses 2018: $897,790Net Income 2018: $595,3982018Revenue 2019: $346,326Expenses 2019: $639,190Net Income 2019: -$292,8642019Revenue 2020: $382,492Expenses 2020: $570,526Net Income 2020: -$188,0342020Revenue 2021: $756,455Expenses 2021: $563,132Net Income 2021: $193,3232021Revenue 2022: $1,870,039Expenses 2022: $957,634Net Income 2022: $912,4052022Revenue 2023: $767,071Expenses 2023: $860,566Net Income 2023: -$93,4952023Revenue 2024: $305,260Expenses 2024: $1,016,713Net Income 2024: -$711,4532024

Highlighted filing

2012

Revenue$439,332
Expenses$363,024
Net Income$76,308
Open 2012 Filing
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$9,922,322
Liabilities
$10
Net assets
-
Revenue
$439,332
Expenses
$363,024
Net income
$76,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.7$0.31$1.02$0.71
2023Summary only. Only limited summary data is available for this year.$22.5$0.01$0.77$0.86$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$0.03$22.4$1.87$0.96$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$0.76$0.56$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$0.00$21.3$0.38$0.57$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$0.35$0.64$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$0.00$20.7$1.49$0.90$0.60
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.2$0.00$20.2$1.51$0.60$0.91
2015Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.69$0.46$0.23
2014Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.37$0.41$0.04
2013Summary only. Only limited summary data is available for this year.$9.96$0.00$0.60$0.56$0.04
2012Summary only. Only limited summary data is available for this year.$9.92$0.00$0.44$0.36$0.08
2011Summary only. Only limited summary data is available for this year.$9.85$0.00$0.13$0.31$0.18