Civic Intelligence

Franklin Weinberg Fund

990PF • Fiscal year 2013 • EIN 95-6029434

Dec 01, 2012 to Nov 30, 2013 • Filed on Mar 15, 2014

PO Box 904083340
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

94th percentile

59%

Faster asset growth than 94% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,528,909

Up $568,622 (+59%) from 2012

Net Assets

$1,528,909

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$62,752

Down $2,701 (-4.1%) 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.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $980,477Liabilities 2011: $02011Assets 2012: $960,287Liabilities 2012: $02012Assets 2013: $1,528,909Liabilities 2013: $0Net Assets 2013: $1,528,9092013Assets 2014: $1,330,235Liabilities 2014: $0Net Assets 2014: $1,330,2352014Assets 2015: $1,391,608Liabilities 2015: $0Net Assets 2015: $1,391,6082015Assets 2016: $1,421,763Liabilities 2016: $0Net Assets 2016: $1,421,7632016Assets 2017: $1,439,820Liabilities 2017: $0Net Assets 2017: $1,439,8202017Assets 2018: $1,395,412Liabilities 2018: $0Net Assets 2018: $1,395,4122018Assets 2019: $1,604,425Liabilities 2019: $203,873Net Assets 2019: $1,400,5522019Assets 2020: $1,593,996Liabilities 2020: $0Net Assets 2020: $1,593,9962020Assets 2021: $1,521,929Liabilities 2021: $0Net Assets 2021: $1,521,9292021Assets 2022: $1,443,591Liabilities 2022: $0Net Assets 2022: $1,443,5912022Assets 2023: $1,364,131Liabilities 2023: $0Net Assets 2023: $1,364,1312023Assets 2024: $1,369,592Liabilities 2024: $0Net Assets 2024: $1,369,5922024

Highlighted filing

2013

Assets$1,528,909
Liabilities$0
Net Assets$1,528,909

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $76,913Expenses 2011: $72,396Net Income 2011: $4,5172011Revenue 2012: $45,271Expenses 2012: $65,453Net Income 2012: -$20,1822012Expenses 2013: $62,7522013Revenue 2014: $103,555Expenses 2014: $301,499Net Income 2014: -$197,9442014Revenue 2015: $135,212Expenses 2015: $73,388Net Income 2015: $61,8242015Revenue 2016: $121,896Expenses 2016: $91,355Net Income 2016: $30,5412016Revenue 2017: $118,590Expenses 2017: $96,648Net Income 2017: $21,9422017Revenue 2018: $47,147Expenses 2018: $89,555Net Income 2018: -$42,4082018Revenue 2019: $103,823Expenses 2019: $98,496Net Income 2019: $5,3272019Revenue 2020: $294,518Expenses 2020: $101,012Net Income 2020: $193,5062020Revenue 2021: $67,711Expenses 2021: $139,778Net Income 2021: -$72,0672021Revenue 2022: $31,327Expenses 2022: $111,849Net Income 2022: -$80,5222022Revenue 2023: $16,249Expenses 2023: $95,105Net Income 2023: -$78,8562023Revenue 2024: $110,461Expenses 2024: $105,000Net Income 2024: $5,4612024

Highlighted filing

2013

Revenue-
Expenses$62,752
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Mar 15, 2014
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN F MEYERSTrustee-$0--
STEVEN WAYNETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL501(C)-3NEW YORK, NY, US$5,000
Paid Grant-GENERAL501(C)-3OAKLAND, CA, US$5,000
Paid Grant-GENERAL501(C)-3WASHINGTON, DC, US$5,000
Paid Grant-GENERAL501(C)-3OAKLAND, CA, US$5,000
Paid Grant-GENERAL501(C)-3HAILEY, ID, US$5,000
Paid Grant-GENERAL501(C)-3SEATTLE, WA, US$3,150
Paid Grant-GENERAL501(C)-3NEW YORK, NY, US$2,475
Paid Grant-GENERAL501(C)-3KETCHUM, ID, US$2,000
Paid Grant-GENERAL501-C-3RANCHO MIRAGE, CA, US$2,000
Paid Grant-GENERAL501(C)-3LOS ANGELES, CA, US$1,980
Paid Grant-GENERAL501(C)-3BELLVUE, ID, US$1,000
Paid Grant-GENERAL501(C)-3SEATTLE, WA, US$1,000
Paid Grant-GENERAL501(C)-3ST PAUL, MN, US$1,000
Paid Grant-GENERAL501-C-3SANTA MONICA, CA, US$1,000
Paid Grant-GENERAL501(C)-3REDWOOD CITY, CA, US$900
Paid Grant-GENERAL501(C)-3SAN FRANCISCO, CA, US$900
Paid Grant-GENERAL501(C)-3PORTLAND, OR, US$900
Paid Grant-GENERAL501-C-3LAFAYETTE, CO, US$900
Paid Grant-GENERAL501-C-3LONG BEACH, CA, US$900
Paid Grant-GENERAL501(C)-3NEW YORK, NY, US$750
Paid Grant-GENERAL501(C)-3NEW YORK, NY, US$482
Paid Grant-GENERAL501-C-3LOS ANGELES, CA, US$250
Paid Grant-GENERAL501(C)-3SUN VALLEY, ID, US$200
Filing and Contact Details

Filer

EIN
95-6029434
Raw XML AppendixShowing 400 of 779 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1640 SHRS - VNB CAP. TRUST
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3300 SHRS - FTSE CHINA
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25115 SHS - COVIDIEN PLC COV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26115 SHS - AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27236 SHS - AGL RES INC
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IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01415459
IRS990PF/BalanceSheets/InvestmentsOtherBOY0-79383
IRS990PF/BalanceSheets/InvestmentsOtherEOY0104460
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0100000
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis01697
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY017490
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY038101
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IRS990PF/BalanceSheets/TotalAssetsBOY0960287
IRS990PF/BalanceSheets/TotalAssetsEOY01528909
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01742099
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0960287
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-4718
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis25228
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02013-03-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12013-03-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22013-03-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32013-03-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42013-03-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52013-03-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62002-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82002-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-05-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-08-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32013-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42013-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52013-09-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72013-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82013-10-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0KIMBERLY CLARK CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1GENUINE PARTS CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2OMNICOM GROUP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3QUEST DIAGNOSTICS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4DIGITAL RLT TR INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5DEERE & CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6GENERAL ELECTRIC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7JP MORGAN HIGHBRIDGE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8VNB CAPITAL TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0307
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1408
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2343
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-3
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice04122
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-1173
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0567822
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0800
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01528909
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0960287
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01528909
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted071553
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj071553
IRS990PF/DistributableAmount/DistributableAmountBeforeDed071553
IRS990PF/DistributableAmount/MinimumInvestmentReturn072735
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01182
IRS990PF/DistributableAmount/TotalTax01182
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01182
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment013
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01195
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01742099
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01476853
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances094368
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01282485
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable022153
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0100000
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn072735
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01454700
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01476853
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEAN F MEYERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1STEVEN WAYNE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 9040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114919 GENESEE ST

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.11$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.02$0.10$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.03$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.07$0.14$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.29$0.10$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.20$1.40$0.10$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.12$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.14$0.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.10$0.30$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.05$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.08$0.07$0.00