Civic Intelligence

Frances Schermer Charitable Trust 41-46496008

990PF • Fiscal year 2012 • EIN 95-6685749

Jul 01, 2011 to Jun 30, 2012

Beverly Hills, CA
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.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

32nd percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Net Margin

21st percentile

-21%

Higher net margin than 21% of similar nonprofits.

2012 filings • $1M-$5M 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

39th percentile

-1.4%

Faster asset growth than 39% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

35th percentile

-3.9%

Faster revenue growth than 35% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Assets

Down

$2,052,507

Down $28,315 (-1.4%) from 2011

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Down

$137,564

Down $5,562 (-3.9%) from 2011

Expenses

Up

$165,827

Up $26,693 (+19%) from 2011

Net Income

Down

-$28,263

Down $32,255 (-808%) from 2011

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,080,822Liabilities 2011: $02011Assets 2012: $2,052,507Liabilities 2012: $02012Assets 2013: $2,101,155Liabilities 2013: $02013Assets 2014: $2,176,107Liabilities 2014: $02014Assets 2015: $2,174,104Liabilities 2015: $02015Assets 2020: $1,894,815Liabilities 2020: $02020Assets 2021: $2,129,622Liabilities 2021: $0Net Assets 2021: $2,129,6222021Assets 2022: $2,021,693Liabilities 2022: $0Net Assets 2022: $2,021,6932022Assets 2023: $2,012,422Liabilities 2023: $0Net Assets 2023: $2,012,4222023Assets 2024: $1,965,122Liabilities 2024: $0Net Assets 2024: $1,965,1222024Assets 2025: $1,922,118Liabilities 2025: $0Net Assets 2025: $1,922,1182025

Highlighted filing

2012

Assets$2,052,507
Liabilities$0
Net Assets-

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $143,126Expenses 2011: $139,134Net Income 2011: $3,9922011Revenue 2012: $137,564Expenses 2012: $165,827Net Income 2012: -$28,2632012Revenue 2013: $197,916Expenses 2013: $154,267Net Income 2013: $43,6492013Revenue 2014: $232,115Expenses 2014: $157,129Net Income 2014: $74,9862014Revenue 2015: $164,398Expenses 2015: $166,373Net Income 2015: -$1,9752015Revenue 2020: $57,129Expenses 2020: $167,569Net Income 2020: -$110,4402020Revenue 2021: $398,669Expenses 2021: $163,146Net Income 2021: $235,5232021Revenue 2022: $149,980Expenses 2022: $181,182Net Income 2022: -$31,2022022Revenue 2023: $81,864Expenses 2023: $167,403Net Income 2023: -$85,5392023Revenue 2024: $168,513Expenses 2024: $173,353Net Income 2024: -$4,8402024Revenue 2025: $107,118Expenses 2025: $191,295Net Income 2025: -$84,1772025

Highlighted filing

2012

Revenue$137,564
Expenses$165,827
Net Income-$28,263
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.

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Filing Period
Jul 1, 2011 to Jun 30, 2012

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