Civic Intelligence

Rex and Helen Ritchie Charitable Tr

990PF • Fiscal year 2023 • EIN 20-6056681

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 13, 2024

105 Advowson PlaceWinchester, VA 22603

(540) 678-1528

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-63%

Higher net margin than 12% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-6.1%

Faster asset growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-55%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$11,306

Down $738 (-6.1%) from 2022

Net Assets

Down

$11,306

Down $738 (-6.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$1,164

Down $1,442 (-55%) from 2022

Expenses

Down

$1,902

Down $1,788 (-48%) from 2022

Net Income

Up

-$738

Up $346 (+32%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$11,306
Liabilities$0
Net Assets$11,306

Operations Trend

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

2023

Revenue$1,164
Expenses$1,902
Net Income-$738
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 13, 2024
Return Version
2023v4.0
Compensation and Service Providers

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
105 Advowson Place, Winchester, VA 22603

Signing Officer

Name
Rex E Ritchie
Title
Trustee
Signed
2024-03-13
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 Appendix227 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/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017841
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0268
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0879
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017573
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017841
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Rex E Ritchie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Helen J Ritchie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1105 Advowson Place
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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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/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05406781528
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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TaxesSchedule/TaxesDetail/Amt027
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-13
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/AddressLine1Txt0105 Advowson Place
ReturnHeader/Filer/USAddress/CityNm0Winchester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022603
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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/ReturnTs02024-03-15T05:57:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rex E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ritchie
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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