Civic Intelligence

R T Vanderbilt Trust Agy Main

990PF • Fiscal year 2019 • EIN 06-6040981

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 08, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.0%

Faster asset growth than 37% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2017 to 2019

Revenue Growth

55th percentile

4.9%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$6,805,272

Down $5,406 (-0.1%) from 2017

Net Assets

Down

$6,805,272

Down $5,406 (-0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin46th percentile

Revenue

Up

$572,958

Up $52,749 (+10%) from 2017

Expenses

Up

$562,765

Up $353 (+0.1%) from 2017

Net Income

Up

$10,193

Up $52,396 (+124%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th 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: $0Net 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

2019

Assets$6,805,272
Liabilities$0
Net Assets$6,805,272
Open 2019 Filing

Operations Trend

Revenue Growth55th 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

2019

Revenue$572,958
Expenses$562,765
Net Income$10,193
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 8, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th 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
2020-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Wells Fargo Bank Na
Address
1525 W WT HARRIS BLVD D1114-044, Charlotte, NC 28262
Preparer
Cynthia J Peters Avp
Phone
8006918916
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2693475105 PNC FINANCIAL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm417275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm620030N101 COMCAST CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm987612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11339128100 JP MORGAN MID CAP VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14517834107 LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1709247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1912572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21172967424 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2225243Q205 DIAGEO PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24641069406 NESTLE S.A. REGISTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25683974604 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2889151E109 TOTAL S.A. - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3102079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3204314H758 ARTISAN SMALL CAP FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33405217100 HAIN CELESTIAL GROUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35771195104 ROCHE HOLDINGS LTD -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36867224107 SUNCOR ENERGY INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37192446102 COGNIZANT TECH SOLUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3826875P101 EOG RESOURCES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39464287804 ISHARES CORE S&P SMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40532457108 ELI LILLY & CO COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47032654105 ANALOG DEVICES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49055262505 BASF AKTIENGESELLSCH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51110448107 BRITISH AMERICAN TOB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5420449X401 COMPASS GROUP PLC AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5526441C204 DUKE ENERGY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5630231G102 EXXON MOBIL CORPORAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57418056107 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58456837103 ING GROEP N.V. - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59471105205 JAPAN TOBACCO INC-UN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60500472303 PHILIPS ELECTRONICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61502441306 LVMH MOET HENNESSY U
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6362942M201 NTT DOCOMO, INC. - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6465339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6566987V109 NOVARTIS AG - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68744573106 PUBLIC SVC ENTERPRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6974463M106 PUBLICIS GROUPE S.A.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70756255204 RECKITT BENCKIS/S AD

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,805,272
Liabilities
$0
Net assets
$6,805,272
Revenue
$572,958
Expenses
$562,765
Net income
$10,193
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
2019Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.57$0.56$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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