Civic Intelligence

Raymond Rebsamen Investment Trust

990 • Fiscal year 2014 • EIN 23-7160416

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

Organization ProfileN/A
Bus Bldg 302 1 University OfArkansas No Ba11972701

(479) 575-4055

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

54th percentile

0.14x

Higher debt load relative to revenue than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,317,103

Up $188,556 (+17%) from 2013

Net Assets

Up

$1,300,988

Up $172,441 (+15%) from 2013

Liabilities

Up

$16,115

Up $16,115 from 2013

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin83rd percentile

Revenue

$119,247

No earlier filing loaded for comparison.

Expenses

Up

$87,542

Up $8,884 (+11%) from 2013

Net Income

$31,705

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,117,836Liabilities 2012: $0Net Assets 2012: $1,117,8362012Assets 2013: $1,128,547Liabilities 2013: $0Net Assets 2013: $1,128,5472013Assets 2014: $1,317,103Liabilities 2014: $16,115Net Assets 2014: $1,300,9882014Assets 2015: $1,194,426Liabilities 2015: $0Net Assets 2015: $1,194,4262015Assets 2016: $1,152,738Liabilities 2016: $0Net Assets 2016: $1,152,7382016Assets 2017: $1,239,455Liabilities 2017: $0Net Assets 2017: $1,239,4552017Assets 2018: $1,334,858Liabilities 2018: $2,085Net Assets 2018: $1,332,7732018Assets 2019: $1,354,646Liabilities 2019: $0Net Assets 2019: $1,354,6462019Assets 2020: $1,553,296Liabilities 2020: $0Net Assets 2020: $1,553,2962020Assets 2021: $2,494,598Liabilities 2021: $0Net Assets 2021: $2,494,5982021Assets 2022: $2,371,788Liabilities 2022: $0Net Assets 2022: $2,371,7882022Assets 2025: $2,984,113Liabilities 2025: $0Net Assets 2025: $2,984,1132025

Highlighted filing

2014

Assets$1,317,103
Liabilities$16,115
Net Assets$1,300,988
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2012: $77,7882012Expenses 2013: $78,6582013Revenue 2014: $119,247Expenses 2014: $87,542Net Income 2014: $31,7052014Revenue 2015: $192,369Expenses 2015: $82,833Net Income 2015: $109,5362015Revenue 2016: -$18,938Expenses 2016: $59,342Net Income 2016: -$78,2802016Revenue 2017: $46,612Expenses 2017: $72,288Net Income 2017: -$25,6762017Revenue 2018: $39,743Expenses 2018: $72,443Net Income 2018: -$32,7002018Revenue 2019: $30,462Expenses 2019: $78,709Net Income 2019: -$48,2472019Revenue 2020: -$8,904Expenses 2020: $47,571Net Income 2020: -$56,4752020Revenue 2021: $142,682Expenses 2021: $42,525Net Income 2021: $100,1572021Revenue 2022: $820,574Expenses 2022: $37,826Net Income 2022: $782,7482022Revenue 2025: $641,080Expenses 2025: $74,764Net Income 2025: $566,3162025

Highlighted filing

2014

Revenue$119,247
Expenses$87,542
Net Income$31,705
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.0
Gross Receipts
$692,271
Mission and Program Overview

Mission

NONE

To contribute to university of arkansas school of business students for educational development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,036,248$1,304,587▲ $268,339
Rtn Earn Endowment Incm Other Fnds$878,547$1,050,988▲ $172,441
Cap Stk Tr Prin Current Funds$250,000$250,000→ $0
Savings and Temporary Cash Investments$92,299$12,516▼ $79,783
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,128,547$1,317,103▲ $188,556
Liabilities
Other Liabilities$0$16,115▲ $16,115
Total Liabilities$0$16,115▲ $16,115
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,128,547$1,300,988▲ $172,441
Total Liabilities and Net Assets / Fund Balance$1,128,547$1,317,103▲ $188,556

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,304,587--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Eli JonesTrustee
John DominickTrustee
Pu LiuTrustee
Rochelle CostrellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$119,047
Other Revenue
$200
Change in Net Assets
$31,705

Audited Revenue Reconciliation

Revenue per Audited Statements
$119,247
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$140,736
Total Revenue per Audited Statements
$259,983
Total Revenue per Form 990
$119,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$45,306--$45,306
Fees for Services Accounting$16,018--$16,018
Other Expenses$5,772--$5,772
Total Functional Expenses$87,542$0$0$87,542

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$87,542
Total Expenses per Audited Statements$87,542
Total Expenses per Form 990$87,542
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Margin Loan$16,115
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A draft of the tax return was provided to the trustees for review and approval before being filed.”

Form 990, Part VI, Section C, Line 19

“All documents are made available upon request.”

Filing and Contact Details

Filer

EIN
23-7160416
Phone
4795754055

Signing Officer

Name
Dr Pu Liu
Title
Dept of Finance Chair
Phone
4795754055
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Pu Liu
Formed
1971
Legal Domicile
Ar
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
30

Preparer

Preparer
Alicia Wantz
Phone
4796954300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trusts policy with respect to evaluating uncertain tax positions is based upon whether management believes an uncertain tax position is more likely than not to be sustained upon review by the taxing authorities, then the trust shall initially and subsequently measure the uncertain tax positions as the largest amount of tax benefit that is greater than 50% likely of being realized upon settlement with a taxing authority that has full knowledge of all relevant information. The tax positions must meet the more-likely-than-not recognition threshold with consideration given to the amounts and probabilities of the outcomes that could be realized upon settlement using the facts, circumstances and information at the reporting date. The trust will reflect only the portion of the tax benefit that will be sustained upon resolution of the position and applicable interest on the portion of the tax benefit not recognized. Based upon managements assessment, there are no uncertain tax positions expected to have a material impact on the trusts financial statements.”

Raw XML Appendix312 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUSTS POLICY WITH RESPECT TO EVALUATING UNCERTAIN TAX POSITIONS IS BASED UPON WHETHER MANAGEMENT BELIEVES AN UNCERTAIN TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON REVIEW BY THE TAXING AUTHORITIES, THEN THE TRUST SHALL INITIALLY AND SUBSEQUENTLY MEASURE THE UNCERTAIN TAX POSITIONS AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE TAX POSITIONS MUST MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD WITH CONSIDERATION GIVEN TO THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON SETTLEMENT USING THE FACTS, CIRCUMSTANCES AND INFORMATION AT THE REPORTING DATE. THE TRUST WILL REFLECT ONLY THE PORTION OF THE TAX BENEFIT THAT WILL BE SUSTAINED UPON RESOLUTION OF THE POSITION AND APPLICABLE INTEREST ON THE PORTION OF THE TAX BENEFIT NOT RECOGNIZED. BASED UPON MANAGEMENTS ASSESSMENT, THERE ARE NO UNCERTAIN TAX POSITIONS EXPECTED TO HAVE A MATERIAL IMPACT ON THE TRUSTS FINANCIAL STATEMENTS.
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ReturnHeader/BusinessOfficerGrp/PersonNm0DR PU LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DEPT OF FINANCE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04795754055
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10RAYMOND REBSAMEN INVESTMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RAYM
ReturnHeader/Filer/EIN0237160416
ReturnHeader/Filer/PhoneNum04795754055
ReturnHeader/Filer/USAddress/AddressLine10BUS BLDG 302 1 UNIVERSITY OF
ReturnHeader/Filer/USAddress/AddressLine20ARKANSAS NO BA119
ReturnHeader/Filer/USAddress/City0FAYETTEVILLE
ReturnHeader/Filer/USAddress/State0AR
ReturnHeader/Filer/USAddress/ZIPCode072701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710817652
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FROST PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101200 EAST JOYCE BLVD SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FAYETTEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode072703
ReturnHeader/PreparerPersonGrp/PhoneNum04796954300
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALICIA WANTZ
ReturnHeader/ReturnTs02014-11-13T15:24:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,317,103
Liabilities
$16,115
Net assets
$1,300,988
Revenue
$119,247
Expenses
$87,542
Net income
$31,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.00$2.98$0.64$0.07$0.57
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.82$0.04$0.78
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.14$0.04$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.01$0.05$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.03$0.08$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.04$0.07$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.05$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.02$0.06$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.19$0.08$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.30$0.12$0.09$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.08