Civic Intelligence

Pardee William S Tuw-Main

990PF • Fiscal year 2024 • EIN 06-6020454

May 01, 2023 to Apr 30, 2024 • Filed on Aug 23, 2024

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-111%

Higher net margin than 4% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$58,959

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 34.2% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

-4.4%

Faster asset growth than 21% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,182,359

Down $190,951 (-4.4%) from 2023

Net Assets

Down

$4,182,359

Down $190,951 (-4.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Down

$172,458

Down $108,553 (-39%) from 2023

Expenses

Down

$363,826

Down $46,603 (-11%) from 2023

Net Income

Down

-$191,368

Down $61,950 (-48%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,842,449Liabilities 2012: $02012Assets 2013: $4,878,239Liabilities 2013: $02013Assets 2014: $4,839,086Liabilities 2014: $02014Assets 2015: $4,824,191Liabilities 2015: $02015Assets 2016: $4,722,053Liabilities 2016: $02016Assets 2019: $4,479,825Liabilities 2019: $0Net Assets 2019: $4,479,8252019Assets 2020: $4,322,363Liabilities 2020: $0Net Assets 2020: $4,322,3632020Assets 2021: $4,219,755Liabilities 2021: $0Net Assets 2021: $4,219,7552021Assets 2022: $4,502,338Liabilities 2022: $0Net Assets 2022: $4,502,3382022Assets 2023: $4,373,310Liabilities 2023: $0Net Assets 2023: $4,373,3102023Assets 2024: $4,182,359Liabilities 2024: $0Net Assets 2024: $4,182,3592024Assets 2025: $4,211,298Liabilities 2025: $0Net Assets 2025: $4,211,2982025

Highlighted filing

2024

Assets$4,182,359
Liabilities$0
Net Assets$4,182,359
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $244,232Expenses 2012: $264,835Net Income 2012: -$20,6032012Revenue 2013: $353,903Expenses 2013: $318,783Net Income 2013: $35,1202013Revenue 2014: $276,319Expenses 2014: $316,544Net Income 2014: -$40,2252014Revenue 2015: $321,049Expenses 2015: $334,801Net Income 2015: -$13,7522015Revenue 2016: $235,587Expenses 2016: $338,249Net Income 2016: -$102,6622016Revenue 2019: $266,047Expenses 2019: $380,192Net Income 2019: -$114,1452019Revenue 2020: $178,093Expenses 2020: $335,151Net Income 2020: -$157,0582020Revenue 2021: $245,845Expenses 2021: $348,571Net Income 2021: -$102,7262021Revenue 2022: $664,073Expenses 2022: $380,959Net Income 2022: $283,1142022Revenue 2023: $281,011Expenses 2023: $410,429Net Income 2023: -$129,4182023Revenue 2024: $172,458Expenses 2024: $363,826Net Income 2024: -$191,3682024Revenue 2025: $401,979Expenses 2025: $373,053Net Income 2025: $28,9262025

Highlighted filing

2024

Revenue$172,458
Expenses$363,826
Net Income-$191,368
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Aug 23, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$58,959-$58,959
Filing and Contact Details

Filer

Filer Name
William S Pardee Trust
EIN
06-6020454
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2024-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1238141G104 GOLDMAN SACHS GROUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20747525103 QUALCOMM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30251542106 DEUTSCHE BOERSE AG A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4866987V109 NOVARTIS AG - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5058933Y105 MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5280105N105 SANOFI-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53826197501 SIEMENS AG - SPONSOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55G25839104 COCA-COLA EUROPACIFI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56054536107 AXA - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57464287630 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5865558R109 NORDEA BANK ABP - SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59464287499 ISHARES RUSSELL MID-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60921937827 VANGUARD SHORT TERM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62251566105 DEUTSCHE TELEKOM AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63464287655 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6478462F103 SPDR S & P 500 ETF T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65003021714 ABERDEEN EMERG MARKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66854502101 STANLEY BLACK & DECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6777954Q403 T ROWE PRICE BLUE CH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6846647B404 JPMORGAN MID CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6946138B103 INVESCO DB COMMODITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70464285204 ISHARES GOLD TRUST E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7109260C703 BLACKROCK GL L/S CRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7346429B366 ISHARES CMBS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74464287176 ISHARES TIPS BOND ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75693390841 PIMCO HIGH YIELD FD-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7631421N881 FED HERM STRAT VAL D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7774256W568 PRINCIPAL REAL EST S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78756255204 RECKITT BENCKIS/S AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7978464A359 SPDR BLOOMBERG CONVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8000287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82046353108 ASTRAZENECA PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm837591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8480687P106 SCHNEIDER ELECTRIC S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8512572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87009279100 AIRBUS SE - UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88501044101 KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8992334N103 VEOLIA ENVIRONNEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9049271V100 KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9126875P101 EOG RESOURCES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92166764100 CHEVRON CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94427866108 THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96767204100 RIO TINTO PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9781783H105 SEVEN & I HOLDINGS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0179146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1218947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2142913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3136862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4110944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5132805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6151004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7261105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9596958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10486107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11131795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12129907
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126441C204 DUKE ENERGY HOLDING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27591EPAK6 REGIONS FINANCIAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3458140AJ9 INTEL CORP 3.300% 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt474256W568 PRINCIPAL REAL EST S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5339128100 JP MORGAN MID CAP VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6032654105 ANALOG DEVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8641069406 NESTLE S.A. REGISTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1074463M106 PUBLICIS GROUPE S.A.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11471105205 JAPAN TOBACCO INC-UN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1231502A204 FERGUSON PLC-ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1303524A108 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1417275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16771195104 ROCHE HOLDINGS LTD -
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1720449X401 COMPASS GROUP PLC AD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180258M0DX4 AMERICAN EXPRESS CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19912828L57 US TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21256677AC9 DOLLAR GENERAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2278462F103 SPDR S & P 500 ETF T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23464287630 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25464287176 ISHARES TIPS BOND ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26922908553 VANGUARD REIT VIPER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28539830109 LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29456837103 ING GROEP N.V. - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3066987V109 NOVARTIS AG - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3189151E109 TOTAL FINA ELF S.A.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3262942M201 NTT DOCOMO, INC. - A

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,182,359
Liabilities
$0
Net assets
$4,182,359
Revenue
$172,458
Expenses
$363,826
Net income
-$191,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.40$0.37$0.03
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.17$0.36$0.19
2023Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.28$0.41$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.66$0.38$0.28
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.25$0.35$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.18$0.34$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.27$0.38$0.11
2016Summary only. Only limited summary data is available for this year.$4.72$0.00$0.24$0.34$0.10
2015Summary only. Only limited summary data is available for this year.$4.82$0.00$0.32$0.33$0.01
2014Summary only. Only limited summary data is available for this year.$4.84$0.00$0.28$0.32$0.04
2013Summary only. Only limited summary data is available for this year.$4.88$0.00$0.35$0.32$0.04
2012Summary only. Only limited summary data is available for this year.$4.84$0.00$0.24$0.26$0.02