Civic Intelligence

Rex and Helen Ritchie Charitable Tr

990PF • Fiscal year 2019 • EIN 20-6056681

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 04, 2020

Organization Profile
402 Wheatfield LaneWinchester, VA 22601

(540) 678-1528

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-277%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$10,656

Down $1,444 (-12%) from 2018

Net Assets

Down

$10,656

Down $1,444 (-12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$521

Up $121 (+30%) from 2018

Expenses

Up

$1,965

Up $562 (+40%) from 2018

Net Income

Down

-$1,444

Down $441 (-44%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $14,943Liabilities 2011: $02011Assets 2012: $13,485Liabilities 2012: $02012Assets 2013: $13,339Liabilities 2013: $02013Assets 2014: $13,232Liabilities 2014: $02014Assets 2015: $15,821Liabilities 2015: $02015Assets 2018: $12,100Liabilities 2018: $0Net Assets 2018: $12,1002018Assets 2019: $10,656Liabilities 2019: $0Net Assets 2019: $10,6562019Assets 2020: $13,543Liabilities 2020: $0Net Assets 2020: $13,5432020Assets 2021: $13,128Liabilities 2021: $0Net Assets 2021: $13,1282021Assets 2022: $12,044Liabilities 2022: $0Net Assets 2022: $12,0442022Assets 2023: $11,306Liabilities 2023: $0Net Assets 2023: $11,3062023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$10,656
Liabilities$0
Net Assets$10,656
Open 2019 Filing

Operations Trend

Revenue Growth80th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $301Expenses 2011: $558Net Income 2011: -$2572011Revenue 2012: -$1,047Expenses 2012: $411Net Income 2012: -$1,4582012Revenue 2013: $241Expenses 2013: $387Net Income 2013: -$1462013Revenue 2014: $280Expenses 2014: $387Net Income 2014: -$1072014Revenue 2015: $4,041Expenses 2015: $1,452Net Income 2015: $2,5892015Revenue 2018: $400Expenses 2018: $1,403Net Income 2018: -$1,0032018Revenue 2019: $521Expenses 2019: $1,965Net Income 2019: -$1,4442019Revenue 2020: $4,779Expenses 2020: $1,892Net Income 2020: $2,8872020Revenue 2021: $1,820Expenses 2021: $2,235Net Income 2021: -$4152021Revenue 2022: $2,606Expenses 2022: $3,690Net Income 2022: -$1,0842022Revenue 2023: $1,164Expenses 2023: $1,902Net Income 2023: -$7382023Revenue 2024: $10,689Expenses 2024: $22,012Net Income 2024: -$11,3232024

Highlighted filing

2019

Revenue$521
Expenses$1,965
Net Income-$1,444
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 4, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REX E RITCHIETrustee-$0--
HELEN J RICHIETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rex and Helen Ritchie Charitable Tr
EIN
20-6056681
Phone
5406781528
Address
402 WHEATFIELD LANE, WINCHESTER, VA 22601

Signing Officer

Name
Rex E Ritchie
Title
Trustee
Phone
5406781528
Signed
2020-04-04

Preparer

Firm
Emmons Hensley & Associates Plc
Address
211 SOUTH LOUDOUN STREET, WINCHESTER, VA 22601
Preparer
Troy L Hensley
Phone
5407220172
Raw XML Appendix266 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HELEN J RICHIE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0553
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0897
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01149
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01450
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0596
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0897
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt089
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/CategoryTxt02018 EXCISE TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REX E RITCHIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05406781528
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REX AND HELEN RITCHIE CHARITABLE TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UA DATED 10/22/2003
ReturnHeader/Filer/BusinessNameControlTxt0REXA
ReturnHeader/Filer/EIN0206056681
ReturnHeader/Filer/PhoneNum05406781528
ReturnHeader/Filer/USAddress/AddressLine1Txt0402 WHEATFIELD LANE
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId031341300A7CBCAD25D1C7FF4AC117908CDD7ECA6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0006B626143308B36B6F55318974C48120E51BC82
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.62.150.224
ReturnHeader/FilingSecurityInformation/IPDt02020-04-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:07:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541696970
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EMMONS HENSLEY & ASSOCIATES PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 SOUTH LOUDOUN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022601
ReturnHeader/PreparerPersonGrp/PhoneNum05407220172
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY L HENSLEY
ReturnHeader/ReturnTs02020-04-13T15:07:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,656
Liabilities
$0
Net assets
$10,656
Revenue
$521
Expenses
$1,965
Net income
-$1,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$10.7$22.0$11.3
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.16$1.90$0.74
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$2.61$3.69$1.08
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.82$2.24$0.42
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$4.78$1.89$2.89
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.52$1.97$1.44
2018Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.40$1.40$1.00
2015Summary only. Only limited summary data is available for this year.$15.8$0.00$4.04$1.45$2.59
2014Summary only. Only limited summary data is available for this year.$13.2$0.00$0.28$0.39$0.11
2013Summary only. Only limited summary data is available for this year.$13.3$0.00$0.24$0.39$0.15
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$1.05$0.41$1.46
2011Summary only. Only limited summary data is available for this year.$14.9$0.00$0.30$0.56$0.26