Civic Intelligence

George a Ohl Jr Trust

990PF • Fiscal year 2018 • EIN 22-6024900

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

61st percentile

8.5%

Higher net margin than 61% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$57,442

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,766,853

Up $27,256 (+0.7%) from 2016

Net Assets

Up

$3,766,853

Up $27,256 (+0.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin61st percentile

Revenue

Up

$311,738

Up $129,463 (+71%) from 2016

Expenses

Up

$285,186

Up $11,092 (+4.0%) from 2016

Net Income

Up

$26,552

Up $118,371 (+129%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,190,785Liabilities 2011: $02011Assets 2012: $3,983,696Liabilities 2012: $0Net Assets 2012: $3,983,6962012Assets 2013: $3,871,076Liabilities 2013: $0Net Assets 2013: $3,871,0762013Assets 2014: $3,916,077Liabilities 2014: $0Net Assets 2014: $3,916,0772014Assets 2015: $3,829,333Liabilities 2015: $0Net Assets 2015: $3,829,3332015Assets 2016: $3,739,597Liabilities 2016: $0Net Assets 2016: $3,739,5972016Assets 2018: $3,766,853Liabilities 2018: $0Net Assets 2018: $3,766,8532018Assets 2019: $3,644,099Liabilities 2019: $0Net Assets 2019: $3,644,0992019Assets 2020: $3,574,246Liabilities 2020: $0Net Assets 2020: $3,574,2462020Assets 2021: $3,599,424Liabilities 2021: $0Net Assets 2021: $3,599,4242021Assets 2022: $3,730,493Liabilities 2022: $0Net Assets 2022: $3,730,4932022Assets 2023: $3,731,649Liabilities 2023: $0Net Assets 2023: $3,731,6492023Assets 2024: $3,923,303Liabilities 2024: $0Net Assets 2024: $3,923,3032024

Highlighted filing

2018

Assets$3,766,853
Liabilities$0
Net Assets$3,766,853
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $118,942Expenses 2011: $332,317Net Income 2011: -$213,3752011Expenses 2012: $229,9242012Revenue 2013: $187,732Expenses 2013: $299,387Net Income 2013: -$111,6552013Revenue 2014: $361,324Expenses 2014: $308,360Net Income 2014: $52,9642014Revenue 2015: $260,772Expenses 2015: $353,888Net Income 2015: -$93,1162015Revenue 2016: $182,275Expenses 2016: $274,094Net Income 2016: -$91,8192016Revenue 2018: $311,738Expenses 2018: $285,186Net Income 2018: $26,5522018Revenue 2019: $231,429Expenses 2019: $284,579Net Income 2019: -$53,1502019Revenue 2020: $209,669Expenses 2020: $279,157Net Income 2020: -$69,4882020Revenue 2021: $320,636Expenses 2021: $294,277Net Income 2021: $26,3592021Revenue 2022: $407,894Expenses 2022: $275,504Net Income 2022: $132,3902022Revenue 2023: $258,802Expenses 2023: $255,169Net Income 2023: $3,6332023Revenue 2024: $459,773Expenses 2024: $268,927Net Income 2024: $190,8462024

Highlighted filing

2018

Revenue$311,738
Expenses$285,186
Net Income$26,552
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$57,442-$57,442
BERNARD S BERKOWITZCo-Trustee-$11,498-$11,498
GENE R KORF ESQCo-Trustee-$11,498-$11,498
HANS DEKKERCo-Trustee-$11,498-$11,498
Filing and Contact Details

Filer

Filer Name
George a Ohl Jr Trust
EIN
22-6024900
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2019-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 1,898 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0periodic market values and/or the applicable fee agreement. It is not
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0The compensation reported in column (c) is calculated based on
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0determined on an hourly basis and the reference to one hour per week is an estimate only. Corporate trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody of assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investments reporting and reallocating and rebalancing of portfolios as necessary.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115064159FL5 BANK OF NOVA SCOTIA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11931641Q763 FIDELITY NEW MRKTS I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121606822BA1 MITSUBISHI UFJ FIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122912828QN3 U S TREASURY NT 3.12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12377954Q403 T ROWE PRICE BLUE CH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12405567LT31 BNP PARIBAS 5.000% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125025083320 AMER CENT SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1269128283W8 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127126650DC1 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1289128284F4 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129277923751 EATON VANCE STRCT EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13086562MAQ3 SUMITOMO MITSUI FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132833034101 SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13386562M209 SUMITOMO TRUST AND B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13492343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13506367T7H7 BANK OF MONTREAL
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,766,853
Liabilities
$0
Net assets
$3,766,853
Revenue
$311,738
Expenses
$285,186
Net income
$26,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.46$0.27$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.26$0.26$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.41$0.28$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.32$0.29$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.21$0.28$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.23$0.28$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.31$0.29$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.18$0.27$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.26$0.35$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.36$0.31$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.19$0.30$0.11
2012Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.23
2011Summary only. Only limited summary data is available for this year.$4.19$0.00$0.12$0.33$0.21