Civic Intelligence

A V Reopell Trust UW

EIN 04-6164232 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Net Margin

14th percentile

-29%

Higher net margin than 14% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$56,351

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2020

Asset Growth

28th percentile

-1.7%

Faster asset growth than 28% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

37%

Faster revenue growth than 78% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$6,400,383

Down $113,609 (-1.7%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$386,882

Up $103,552 (+37%) from 2022

Expenses

Down

$497,657

Down $188,017 (-27%) from 2022

Net Income

Up

-$110,775

Up $291,569 (+72%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,223,355Liabilities 2011: $02011Assets 2012: $7,536,211Liabilities 2012: $02012Assets 2013: $7,447,154Liabilities 2013: $02013Assets 2014: $7,882,862Liabilities 2014: $02014Assets 2015: $7,578,143Liabilities 2015: $02015Assets 2018: $7,118,415Liabilities 2018: $0Net Assets 2018: $7,118,4152018Assets 2019: $6,908,228Liabilities 2019: $0Net Assets 2019: $6,908,2282019Assets 2020: $6,670,093Liabilities 2020: $0Net Assets 2020: $6,670,0932020Assets 2021: $6,922,634Liabilities 2021: $1Net Assets 2021: $6,922,6342021Assets 2022: $6,513,992Liabilities 2022: $1Net Assets 2022: $6,513,9922022Assets 2023: $6,400,383Liabilities 2023: $12023

Latest loaded filing

2023

Assets$6,400,383
Liabilities$1
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $578,054Expenses 2011: $372,542Net Income 2011: $205,5122011Revenue 2012: $595,499Expenses 2012: $367,994Net Income 2012: $227,5052012Revenue 2013: $480,438Expenses 2013: $504,054Net Income 2013: -$23,6162013Revenue 2014: $1,000,302Expenses 2014: $571,176Net Income 2014: $429,1262014Revenue 2015: $380,400Expenses 2015: $687,129Net Income 2015: -$306,7292015Revenue 2018: $474,000Expenses 2018: $540,783Net Income 2018: -$66,7832018Revenue 2019: $296,238Expenses 2019: $486,470Net Income 2019: -$190,2322019Revenue 2020: $306,795Expenses 2020: $563,243Net Income 2020: -$256,4482020Revenue 2021: $820,130Expenses 2021: $564,024Net Income 2021: $256,1062021Revenue 2022: $283,330Expenses 2022: $685,674Net Income 2022: -$402,3442022Revenue 2023: $386,882Expenses 2023: $497,657Net Income 2023: -$110,7752023

Latest loaded filing

2023

Revenue$386,882
Expenses$497,657
Net Income-$110,775

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 20, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICACo-Trustee-$67,386-$67,386
MARY E BOLANDCo-TrusteePT$44,317-$44,317
KATHLEEN STEVENSCo-TrusteePT$23,539-$23,539
Filing and Contact Details

Filer

Filer Name
A V Reopell Trust Uw
EIN
04-6164232
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-03-20
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6502079K305 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6620030N101 COMCAST CORP NEW CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67254687106 DISNEY (WALT) CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6830303M102 META PLATFORMS INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69030420103 AMERICAN WTR WKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7030161N101 EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71816851109 SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72962166104 WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73207019704 CONESTOGA SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7447103D405 JANUS HENDERSON ENTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7547803W703 JOHN HANCOCK DISCIPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76904504479 JP MORGAN UNDISC MGR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7794988A668 ALLSPRING SPECIAL SM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7864128K868 NEUBERGER BERMAN HIG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7919766M824 COLUMBIA EMERGING MA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80412295107 HARDING LOEVNER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81552981383 MFS INTERNATIONAL NE
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01195214
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01205956
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0250331
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt066452
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0348
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0317131
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0317131
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt066452
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt054097
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt081145
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0135242
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0525850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0525850
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0249270
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0250331
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-370875
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt091620
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt015039
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt015039
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt066452
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0229204
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0348
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04894
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0595556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt086866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0688006
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0316070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0317131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt069706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt086866
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0162156
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt174170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-7718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt017450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100. TESLA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt066452
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-370875
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01164
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05253
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06034761
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06400383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06033597
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0541081
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0541081
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0541081
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0544267
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03186
IRS990PF/DistributableAmountGrp/TotalTaxAmt03186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04208
IRS990PF/FMVAssetsEOYAmt011290741
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06400383
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06033597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05704089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04555171
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09801573
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0696294
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0283212
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0283212
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06400383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06033597
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011290741
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06400383
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06033597
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06400383
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06033597
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01195214
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01205956
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011051114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0452112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010599002
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0165767
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0544267
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010885347
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011051114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt067386
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt144317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt223539

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