Civic Intelligence

Rex and Helen Ritchie Charitable Tr

990PF • Fiscal year 2022 • EIN 20-6056681

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 20, 2023

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

15th percentile

-42%

Higher net margin than 15% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

33rd percentile

-8.3%

Faster asset growth than 33% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

43%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$12,044

Down $1,084 (-8.3%) from 2021

Net Assets

Down

$12,044

Down $1,084 (-8.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Up

$2,606

Up $786 (+43%) from 2021

Expenses

Up

$3,690

Up $1,455 (+65%) from 2021

Net Income

Down

-$1,084

Down $669 (-161%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2022

Assets$12,044
Liabilities$0
Net Assets$12,044
Open 2022 Filing

Operations Trend

Revenue Growth73rd 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

2022

Revenue$2,606
Expenses$3,690
Net Income-$1,084
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 20, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rex E RitchieTrustee-$0--
Helen J RitchieTrustee-$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
Signed
2023-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Kilmer & Associates CPA PC
Address
120 S Stewart Street, Winchester, VA 22601
Preparer
R Michael Kilmer CPA
Phone
5406789497
Raw XML Appendix233 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc012.000 SPDR Portf S&P 500 Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc130.000 IShares Core S&P Small Cap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02406
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1084
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013128
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012044
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0769
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0769
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0769
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0796
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027
IRS990PF/DistributableAmountGrp/TotalTaxAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt027
IRS990PF/FMVAssetsEOYAmt016507
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012773
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013128
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016152
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016152
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0242
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0796
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015910
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016152
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Rex E Ritchie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Helen J Ritchie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1402 Wheatfield Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Winchester
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Winchester
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Rex E Ritchie Trustee
IRS990PF/StatementsRegardingActyGrp/PhoneNum05406781528
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Rex E Ritchie
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Helen J Ritchie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Contribution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Operation Bootstrap Africa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05701 Kentucky Avew N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Minneapolis
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055428
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0675
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Kilmer & Associates
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0675
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt02021 Tax Liability
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rex E Ritchie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rex and Helen Ritchie Charitable Tr
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UA Dated 10222003
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541931994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kilmer & Associates CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 S Stewart Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winchester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022601
ReturnHeader/PreparerPersonGrp/PhoneNum05406789497
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Michael Kilmer CPA
ReturnHeader/ReturnTs02023-03-21T14:09:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rex E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ritchie
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,044
Liabilities
$0
Net assets
$12,044
Revenue
$2,606
Expenses
$3,690
Net income
-$1,084
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