Civic Intelligence

Hans S Mannheimer Trust Main

990PF • Fiscal year 2019 • EIN 22-6161919

Jan 01, 2019 to Dec 31, 2019 • Filed on May 03, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

54th percentile

4.3%

Higher net margin than 54% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$111,307

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,849,670

Up $31,566 (+0.4%) from 2018

Net Assets

Up

$8,849,670

Up $31,566 (+0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin54th percentile

Revenue

Up

$733,414

Up $103,673 (+16%) from 2018

Expenses

Down

$701,895

Down $10,366 (-1.5%) from 2018

Net Income

Up

$31,519

Up $114,039 (+138%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$15M$10M$5.0M$0Assets 2011: $10,036,999Liabilities 2011: $0Net Assets 2011: $10,036,9992011Assets 2012: $9,698,393Liabilities 2012: $0Net Assets 2012: $9,698,3932012Assets 2013: $9,586,423Liabilities 2013: $0Net Assets 2013: $9,586,4232013Assets 2014: $9,562,239Liabilities 2014: $0Net Assets 2014: $9,562,2392014Assets 2015: $9,359,816Liabilities 2015: $0Net Assets 2015: $9,359,8162015Assets 2016: $9,064,177Liabilities 2016: $0Net Assets 2016: $9,064,1772016Assets 2017: $8,884,396Liabilities 2017: $0Net Assets 2017: $8,884,3962017Assets 2018: $8,818,104Liabilities 2018: $0Net Assets 2018: $8,818,1042018Assets 2019: $8,849,670Liabilities 2019: $0Net Assets 2019: $8,849,6702019Assets 2020: $8,608,733Liabilities 2020: $0Net Assets 2020: $8,608,7332020Assets 2021: $8,504,312Liabilities 2021: $0Net Assets 2021: $8,504,3122021Assets 2022: $8,175,823Liabilities 2022: $0Net Assets 2022: $8,175,8232022Assets 2023: $8,154,321Liabilities 2023: $0Net Assets 2023: $8,154,3212023Assets 2024: $8,546,112Liabilities 2024: $0Net Assets 2024: $8,546,1122024

Highlighted filing

2019

Assets$8,849,670
Liabilities$0
Net Assets$8,849,670
Open 2019 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $540,8062011Expenses 2012: $539,0202012Revenue 2013: $423,079Expenses 2013: $529,356Net Income 2013: -$106,2772013Revenue 2014: $450,607Expenses 2014: $542,466Net Income 2014: -$91,8592014Revenue 2015: $489,631Expenses 2015: $703,350Net Income 2015: -$213,7192015Revenue 2016: $399,070Expenses 2016: $693,364Net Income 2016: -$294,2942016Revenue 2017: $517,087Expenses 2017: $697,448Net Income 2017: -$180,3612017Revenue 2018: $629,741Expenses 2018: $712,261Net Income 2018: -$82,5202018Revenue 2019: $733,414Expenses 2019: $701,895Net Income 2019: $31,5192019Revenue 2020: $483,562Expenses 2020: $724,456Net Income 2020: -$240,8942020Revenue 2021: $683,121Expenses 2021: $785,213Net Income 2021: -$102,0922021Revenue 2022: $553,810Expenses 2022: $881,703Net Income 2022: -$327,8932022Revenue 2023: $886,791Expenses 2023: $900,266Net Income 2023: -$13,4752023Revenue 2024: $1,286,945Expenses 2024: $899,651Net Income 2024: $387,2942024

Highlighted filing

2019

Revenue$733,414
Expenses$701,895
Net Income$31,519
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 3, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$111,307-$111,307
Filing and Contact Details

Filer

Filer Name
Hans S Mannheimer Trust Main
EIN
22-6161919
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2020-05-03
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 1,194 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0THE FDN KNOWLEDGE NO FUNDS HAVE BEEN DIVERTED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104002824100 ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106693475105 PNC FINANCIAL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10787612E106 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109683974604 OPPENHEIMER DEVELOPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11087234N765 TCW EMRG MKTS INCM-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111277923264 EATON VANCE GLOB MAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112833034101 SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11431502A204 FERGUSON PLC-ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11500888Y508 INV BALANCE RISK COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11664128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11709260C703 BLACKROCK GL L/S CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11831641Q763 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12003524A108 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12186562M209 SUMITOMO TRUST AND B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12267065Q400 NUVEEN INT DURATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12325157Y202 DEUTSCHE POST AG ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12431641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125548661107 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12631502A303 FERGUSON NEWCO PLC-A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12700143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12867065Q822 NUVEEN LIMITED TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12946434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13020030N101 COMCAST CORP CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13187807B107 TC ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132024934846 AMER CENT TAX-FREE B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133749685103 RPM INTERNATIONAL IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134969457100 WILLIAMS COS INC
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,849,670
Liabilities
$0
Net assets
$8,849,670
Revenue
$733,414
Expenses
$701,895
Net income
$31,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.55$0.00$8.55$1.29$0.90$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.00$8.15$0.89$0.90$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.18$0.00$8.18$0.55$0.88$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.50$0.00$8.50$0.68$0.79$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.61$0.00$8.61$0.48$0.72$0.24
2019Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$0.73$0.70$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.82$0.00$8.82$0.63$0.71$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.88$0.00$8.88$0.52$0.70$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$0.00$9.06$0.40$0.69$0.29
2015Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$0.49$0.70$0.21
2014Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.45$0.54$0.09
2013Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.42$0.53$0.11
2012Detailed filing. Detailed filing data is available for this year.$9.70$0.00$9.70$0.54
2011Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.54