Civic Intelligence

Robert E Schocker Charitable Trust

990PF • Fiscal year 2021 • EIN 20-6834005

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 13, 2022

Organization Profile
3633 E Escalade AveSalt Lake City, UT 84121

(801) 554-8233

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-155%

Higher net margin than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

17th percentile

-3.1%

Faster asset growth than 17% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,138,194

Down $36,272 (-3.1%) from 2020

Net Assets

Down

$1,138,194

Down $36,272 (-3.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin3rd percentile

Revenue

Down

$24,396

Down $1,152,305 (-98%) from 2020

Expenses

Up

$62,088

Up $7,637 (+14%) from 2020

Net Income

Down

-$37,692

Down $1,159,942 (-103%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $4,587Liabilities 2011: $02011Assets 2012: $15,977Liabilities 2012: $02012Assets 2013: $29,598Liabilities 2013: $02013Assets 2014: $85,191Liabilities 2014: $02014Assets 2015: $81,029Liabilities 2015: $02015Assets 2017: $73,721Liabilities 2017: $0Net Assets 2017: $73,7212017Assets 2019: $52,216Liabilities 2019: $02019Assets 2020: $1,174,466Liabilities 2020: $0Net Assets 2020: $1,174,4662020Assets 2021: $1,138,194Liabilities 2021: $0Net Assets 2021: $1,138,1942021Assets 2022: $1,080,781Liabilities 2022: $0Net Assets 2022: $1,080,7812022Assets 2023: $980,555Liabilities 2023: $12023

Highlighted filing

2021

Assets$1,138,194
Liabilities$0
Net Assets$1,138,194
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $14,001Expenses 2011: $22,525Net Income 2011: -$8,5242011Revenue 2012: $48,940Expenses 2012: $37,550Net Income 2012: $11,3902012Revenue 2013: $21,121Expenses 2013: $7,500Net Income 2013: $13,6212013Revenue 2014: $81,732Expenses 2014: $26,139Net Income 2014: $55,5932014Revenue 2015: $26Expenses 2015: $4,188Net Income 2015: -$4,1622015Revenue 2017: $12Expenses 2017: $798Net Income 2017: -$7862017Revenue 2019: $7Expenses 2019: $16,945Net Income 2019: -$16,9382019Revenue 2020: $1,176,701Expenses 2020: $54,451Net Income 2020: $1,122,2502020Revenue 2021: $24,396Expenses 2021: $62,088Net Income 2021: -$37,6922021Revenue 2022: $9,574Expenses 2022: $72,161Net Income 2022: -$62,5872022Revenue 2023: -$13,595Expenses 2023: $82,661Net Income 2023: -$96,2562023

Highlighted filing

2021

Revenue$24,396
Expenses$62,088
Net Income-$37,692
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 13, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A SCHOCKERTrustee-$0--
PATTIE SCHOCKER WRIGHTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert E Schocker Charitable Trust
EIN
20-6834005
Phone
8015548233
Address
3633 E ESCALADE AVE, SALT LAKE CITY, UT 84121

Signing Officer

Name
Robert a Schocker
Title
Trustee
Signed
2022-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
David R Peterson CPA
Phone
8019724800
Raw XML Appendix300 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt031998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05978
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt031998
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08014
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031998
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018309
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05265
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22438
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34962
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4647
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0322
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014661
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014661
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A SCHOCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-13
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ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0206834005
ReturnHeader/Filer/PhoneNum08015548233
ReturnHeader/Filer/USAddress/AddressLine1Txt03633 E ESCALADE AVE
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084121
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 WEST 2300 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084119
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David R Peterson CPA
ReturnHeader/ReturnTs02022-07-13T06:03:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHOCKER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,138,194
Liabilities
$0
Net assets
$1,138,194
Revenue
$24,396
Expenses
$62,088
Net income
-$37,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.98$0.00$0.01$0.08$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.02$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.18$0.05$1.12
2019Summary only. Only limited summary data is available for this year.$0.05$0.00$0.00$0.02$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.09$0.00$0.08$0.03$0.06
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.02$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.05$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.01$0.02$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $1M-$5M nonprofits