Civic Intelligence

R T Vanderbilt Trust Agy Main

990PF • Fiscal year 2017 • EIN 06-6040981

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 10, 2018

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

(855) 739-2921

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

22nd percentile

-8.1%

Higher net margin than 22% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

21st percentile

-3.0%

Faster asset growth than 21% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,810,678

Down $420,615 (-5.8%) from 2015

Net Assets

$6,810,678

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin22nd percentile

Revenue

Up

$520,209

Up $111,705 (+27%) from 2015

Expenses

Down

$562,412

Down $10,681 (-1.9%) from 2015

Net Income

Up

-$42,203

Up $122,386 (+74%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,469,195Liabilities 2011: $02011Assets 2012: $6,645,995Liabilities 2012: $02012Assets 2013: $6,615,409Liabilities 2013: $02013Assets 2014: $7,392,530Liabilities 2014: $02014Assets 2015: $7,231,293Liabilities 2015: $02015Assets 2017: $6,810,678Liabilities 2017: $0Net Assets 2017: $6,810,6782017Assets 2019: $6,805,272Liabilities 2019: $1Net Assets 2019: $6,805,2722019Assets 2020: $6,961,412Liabilities 2020: $12020Assets 2021: $7,311,129Liabilities 2021: $0Net Assets 2021: $7,311,1292021Assets 2022: $7,107,842Liabilities 2022: $0Net Assets 2022: $7,107,8422022Assets 2023: $6,938,399Liabilities 2023: $12023Assets 2024: $6,967,091Liabilities 2024: $0Net Assets 2024: $6,967,0912024

Highlighted filing

2017

Assets$6,810,678
Liabilities$0
Net Assets$6,810,678
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $439,533Expenses 2011: $501,483Net Income 2011: -$61,9502011Revenue 2012: $703,299Expenses 2012: $516,357Net Income 2012: $186,9422012Revenue 2013: $488,282Expenses 2013: $527,962Net Income 2013: -$39,6802013Revenue 2014: $1,286,249Expenses 2014: $506,931Net Income 2014: $779,3182014Revenue 2015: $408,504Expenses 2015: $573,093Net Income 2015: -$164,5892015Revenue 2017: $520,209Expenses 2017: $562,412Net Income 2017: -$42,2032017Revenue 2019: $572,958Expenses 2019: $562,765Net Income 2019: $10,1932019Revenue 2020: $730,025Expenses 2020: $572,239Net Income 2020: $157,7862020Revenue 2021: $904,940Expenses 2021: $552,543Net Income 2021: $352,3972021Revenue 2022: $253,685Expenses 2022: $438,179Net Income 2022: -$184,4942022Revenue 2023: $287,620Expenses 2023: $474,409Net Income 2023: -$186,7892023Revenue 2024: $729,424Expenses 2024: $699,558Net Income 2024: $29,8662024

Highlighted filing

2017

Revenue$520,209
Expenses$562,412
Net Income-$42,203
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hugh B Vanderbilt JrCo-TrusteePT$0--
Paul VanderbiltCo-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
R T Vanderbilt Trust
EIN
06-6040981
Phone
8557392921
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
Vanderbilt Foundation
Title
Trustee
Phone
8557392921
Signed
2018-09-10
Discuss with paid preparer
Yes

Preparer

Firm
Wells Fargo Bank Na
Address
1525 W WT HARRIS BLVD D1114-044, Charlotte, NC 28262
Preparer
Cynthia Peters Avp
Phone
8006918916
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt945847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103076C106 AMERIPRISE FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3693475105 PNC FINANCIAL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm617275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm820030N101 COMCAST CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1187612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14339128100 JP MORGAN MID CAP VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1658155Q103 MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17741503403 THE PRICELINE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18015351109 ALEXION PHARMACEUTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20151020104 CELGENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2120605P101 CONCHO RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2230303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23517834107 LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25855244109 STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27008252108 AFFILIATED MANAGERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2909247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3112572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33172967424 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3425243Q205 DIAGEO PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3638141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37641069406 NESTLE S.A. REGISTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38683974604 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4189151E109 TOTAL S.A. - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4392913K595 VOYA REAL ESTATE FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4500724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4601609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4702079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4802079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4904314H758 ARTISAN SMALL CAP FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5009061G101 BIOMARIN PHARMACEUTI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5122160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52339041105 FLEETCOR TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53405217100 HAIN CELESTIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54452327109 ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5556501R106 MANULIFE FINANCIAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56571903202 MARRIOTT INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5757636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5861174X109 MONSTER BEVERAGE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5964110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6067103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62756577102 RED HAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6375886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64771195104 ROCHE HOLDINGS LTD -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6579466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6682481R106 SHIRE PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67848637104 SPLUNK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68867224107 SUNCOR ENERGY INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6988160R101 TESLA MOTORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70887317303 TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7192826C839 VISA INC-CLASS A SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7298138H101 WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73G0177J108 ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7500687A107 ADIDAS-AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76012653101 ALBEMARLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77072730302 BAYER AG - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7816119P108 CCH I LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79192446102 COGNIZANT TECH SOLUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8021036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8126875P101 EOG RESOURCES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8230212P303 EXPEDIA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8331428X106 FEDEX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84406216101 HALLIBURTON CO

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,810,678
Liabilities
$0
Net assets
$6,810,678
Revenue
$520,209
Expenses
$562,412
Net income
-$42,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.97$0.00$6.97$0.73$0.70$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.94$0.00$0.29$0.47$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.25$0.44$0.18
2021Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.90$0.55$0.35
2020Detailed filing. Detailed filing data is available for this year.$6.96$0.00$0.73$0.57$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$0.00$6.81$0.57$0.56$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.52$0.56$0.04
2015Summary only. Only limited summary data is available for this year.$7.23$0.00$0.41$0.57$0.16
2014Summary only. Only limited summary data is available for this year.$7.39$0.00$1.29$0.51$0.78
2013Summary only. Only limited summary data is available for this year.$6.62$0.00$0.49$0.53$0.04
2012Summary only. Only limited summary data is available for this year.$6.65$0.00$0.70$0.52$0.19
2011Summary only. Only limited summary data is available for this year.$6.47$0.00$0.44$0.50$0.06