Civic Intelligence

James B Pendleton Charitable Trust C/O Dayle E Iverson

990PF • Fiscal year 2012 • EIN 95-6944277

Jan 01, 2012 to Dec 31, 2012 • Filed on May 08, 2013

Organization Profile
601 108th Ave NE No 190098004
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M 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

94th percentile

$132,868

Higher top officer pay than 94% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

39th percentile

-0.2%

Faster asset growth than 39% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$18,239,185

Down $33,865 (-0.2%) from 2011

Net Assets

$18,239,185

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,571,038

Up $41,359 (+2.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$30M$20M$10M$0Assets 2011: $18,273,050Liabilities 2011: $02011Assets 2012: $18,239,185Liabilities 2012: $0Net Assets 2012: $18,239,1852012Assets 2013: $17,603,536Liabilities 2013: $0Net Assets 2013: $17,603,5362013Assets 2014: $17,422,620Liabilities 2014: $0Net Assets 2014: $17,422,6202014Assets 2015: $16,961,650Liabilities 2015: $0Net Assets 2015: $16,961,6502015Assets 2016: $16,881,068Liabilities 2016: $0Net Assets 2016: $16,881,0682016Assets 2017: $27,051,710Liabilities 2017: $18,311Net Assets 2017: $27,033,3992017Assets 2018: $26,990,539Liabilities 2018: $933Net Assets 2018: $26,989,6062018Assets 2019: $26,370,882Liabilities 2019: $5,547Net Assets 2019: $26,365,3352019Assets 2020: $25,426,286Liabilities 2020: $6,696Net Assets 2020: $25,419,5902020Assets 2021: $24,875,262Liabilities 2021: $6,716Net Assets 2021: $24,868,5462021Assets 2022: $24,291,124Liabilities 2022: $7,561Net Assets 2022: $24,283,5632022Assets 2023: $24,158,886Liabilities 2023: $7,346Net Assets 2023: $24,151,5402023Assets 2024: $23,790,115Liabilities 2024: $7,816Net Assets 2024: $23,782,2992024

Highlighted filing

2012

Assets$18,239,185
Liabilities$0
Net Assets$18,239,185
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $664,933Expenses 2011: $1,529,679Net Income 2011: -$864,7462011Expenses 2012: $1,571,0382012Revenue 2013: $993,998Expenses 2013: $1,629,647Net Income 2013: -$635,6492013Revenue 2014: $1,616,808Expenses 2014: $1,797,724Net Income 2014: -$180,9162014Revenue 2015: $1,353,511Expenses 2015: $1,814,481Net Income 2015: -$460,9702015Revenue 2016: $1,736,479Expenses 2016: $1,817,061Net Income 2016: -$80,5822016Revenue 2017: $12,153,933Expenses 2017: $2,001,602Net Income 2017: $10,152,3312017Revenue 2018: $1,382,832Expenses 2018: $1,426,625Net Income 2018: -$43,7932018Revenue 2019: $966,672Expenses 2019: $1,590,943Net Income 2019: -$624,2712019Revenue 2020: $953,640Expenses 2020: $1,899,385Net Income 2020: -$945,7452020Revenue 2021: $1,524,212Expenses 2021: $2,075,256Net Income 2021: -$551,0442021Revenue 2022: $1,331,019Expenses 2022: $1,916,002Net Income 2022: -$584,9832022Revenue 2023: $1,632,015Expenses 2023: $1,764,038Net Income 2023: -$132,0232023Revenue 2024: $1,510,801Expenses 2024: $1,880,042Net Income 2024: -$369,2412024

Highlighted filing

2012

Revenue-
Expenses$1,571,038
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAYLE E IVERSONTrustee & CEOFT$125,000$7,868$132,868
DAVID E ELLISONInvestment DirectorPT$93,750-$93,750
DAVID E ELLISONSenior TrusteePT$31,250-$31,250
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSANFORD-BURNHAM MEDICAL RESEARCH INSTITUTERESEARCHPUBLIC CHARITYLA JOLLA, CA, US$228,892
Paid GrantRUSH UNIVERSITY MEDICAL CENTERRESEARCHPUBLIC CHARITYCHICAGO, IL, US$142,760
Paid GrantSEATTLE BIOMEDICAL RESEARCH INSTITUTERESEARCHPUBLIC CHARITYSEATTLE, WA, US$126,380
Paid GrantUC SAN DIEGO AIDS RESEARCH INSTITUTERESEARCHPUBLIC CHARITYLA JOLLA, CA, US$116,630
Paid GrantINTERNATIONAL AIDS VACCINE INITIATIVERESEARCHPUBLIC CHARITYNEW YORK, NY, US$104,545
Paid GrantSALK INSTITUTE FOR BIOLOGICAL STUDIESRESEARCHPUBLIC CHARITYLA JOLLA, CA, US$98,766
Paid GrantUCLA AIDS INSTITUTERESEARCHPUBLIC CHARITYLOS ANGELES, CA, US$88,025
Paid GrantUC DAVIS INSTITUTE FOR REGENERATIVE CURESRESEARCHPUBLIC CHARITYSACRAMENTO, CA, US$40,610
Paid GrantUSC KECK SCHOOL OF MEDICINERESEARCHPUBLIC CHARITYLOS ANGELES, CA, US$8,457
Filing and Contact Details

Filer

EIN
95-6944277
Raw XML AppendixShowing 400 of 1,660 raw XML fields

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AMETEK INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1CTS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ENERGIZER HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4FLOWSERVE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6THOMAS & BETTS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7WATTS WATER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ARCHER DANIELS MIDLAND CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9CHURCH & DWIGHT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10FLOWERS FOOD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11COOPER INDS LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CABLEVISION SYS CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CORN PRODS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14GAYLORD ENTERTAINMENT CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15SCRIPPS (EW) CO OHIO CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17CH ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EL PASO ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19TELEPHONE & DATA SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20WESTAR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21VIVENDI UNIVERSAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22SOUTHWEST GAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24UNITED STATES CELLULAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25CNH GLOBAL NV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26CAVCO INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27CHEMED CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29NEWS CORP INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30GENERAL MLS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31LIBERTY GLOBAL INC SER A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32LIBERTY GLOBAL INC COM SER C
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33VIACOM INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35INTERMEC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36INTERNATIONAL FLAVORS & FRAGRANCES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37ITT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38LIBERTY MEDIA HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39NAVISTAR INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41TREDEGAR INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43CAMPBELL SOUP CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44CRANE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45GATX CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock483M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49ABBOTT LABORATORIES

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,239,185
Liabilities
$0
Net assets
$18,239,185
Revenue
-
Expenses
$1,571,038
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.8$0.01$23.8$1.51$1.88$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.01$24.2$1.63$1.76$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$0.01$24.3$1.33$1.92$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.01$24.9$1.52$2.08$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.4$0.01$25.4$0.95$1.90$0.95
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$0.01$26.4$0.97$1.59$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.0$0.00$27.0$1.38$1.43$0.04
2017Detailed filing. Detailed filing data is available for this year.$27.1$0.02$27.0$12.2$2.00$10.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.00$16.9$1.74$1.82$0.08
2015Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$1.35$1.81$0.46
2014Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.62$1.80$0.18
2013Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.99$1.63$0.64
2012Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$1.57
2011Summary only. Only limited summary data is available for this year.$18.3$0.00$0.66$1.53$0.86
Peer Organizations

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