Civic Intelligence

Barbara M Rieg Memorial Trust Foundation

990PF • Fiscal year 2016 • EIN 26-3488901

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 01, 2017

Organization Profile
241 Ridge Street Ste 100Reno, NV 89501

(775) 674-3000

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

10th percentile

-63%

Higher net margin than 10% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

34th percentile

-2.7%

Faster asset growth than 34% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-37%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$603,187

Down $16,759 (-2.7%) from 2015

Net Assets

Down

$603,187

Down $16,759 (-2.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin10th percentile

Revenue

Down

$26,607

Down $15,597 (-37%) from 2015

Expenses

Down

$43,366

Down $4,221 (-8.9%) from 2015

Net Income

Down

-$16,759

Down $11,376 (-211%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$800K$600K$400K$200K$0Assets 2013: $623,548Liabilities 2013: $0Net Assets 2013: $623,5482013Assets 2014: $625,329Liabilities 2014: $0Net Assets 2014: $625,3292014Assets 2015: $619,946Liabilities 2015: $0Net Assets 2015: $619,9462015Assets 2016: $603,187Liabilities 2016: $0Net Assets 2016: $603,1872016Assets 2017: $596,917Liabilities 2017: $0Net Assets 2017: $596,9172017Assets 2018: $598,843Liabilities 2018: $0Net Assets 2018: $598,8432018Assets 2020: $587,156Liabilities 2020: $0Net Assets 2020: $587,1562020Assets 2021: $596,627Liabilities 2021: $0Net Assets 2021: $596,6272021Assets 2022: $569,217Liabilities 2022: $0Net Assets 2022: $569,2172022Assets 2023: $569,659Liabilities 2023: $0Net Assets 2023: $569,6592023Assets 2024: $586,032Liabilities 2024: $0Net Assets 2024: $586,0322024

Highlighted filing

2016

Assets$603,187
Liabilities$0
Net Assets$603,187
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2013: $52,010Expenses 2013: $47,876Net Income 2013: $4,1342013Revenue 2014: $51,112Expenses 2014: $49,331Net Income 2014: $1,7812014Revenue 2015: $42,204Expenses 2015: $47,587Net Income 2015: -$5,3832015Revenue 2016: $26,607Expenses 2016: $43,366Net Income 2016: -$16,7592016Revenue 2017: $38,313Expenses 2017: $43,307Net Income 2017: -$4,9942017Revenue 2018: $46,742Expenses 2018: $46,196Net Income 2018: $5462018Revenue 2020: $47,372Expenses 2020: $42,531Net Income 2020: $4,8412020Revenue 2021: $58,339Expenses 2021: $47,662Net Income 2021: $10,6772021Revenue 2022: $18,113Expenses 2022: $45,672Net Income 2022: -$27,5592022Revenue 2023: $37,727Expenses 2023: $38,876Net Income 2023: -$1,1492023Revenue 2024: $55,437Expenses 2024: $39,476Net Income 2024: $15,9612024

Highlighted filing

2016

Revenue$26,607
Expenses$43,366
Net Income-$16,759
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Barbara Rieg Memorial Trust
EIN
26-3488901
Address
241 RIDGE STREET STE 100, RENO, NV 89501

Signing Officer

Name
Dunham Trust Company
Title
Trustee
Signed
2017-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Sheldon & Associates LLC
Address
4818 SPARKS BLVD STE 100, SPARKS, NV 89436-7599
Preparer
Jeffrey M Sheldon CPA
Phone
7756743000
Raw XML AppendixShowing 400 of 718 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9DUNHAM EMERGING MARKETS STOCK FUND C
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt432383
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt532373
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt48PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt49PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt50PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt51PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt52PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt53PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt54PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt55PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt56PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt57PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt58PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt59PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt60PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt61PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt62PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt63PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192016-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202016-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212016-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222016-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232016-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242016-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252016-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262016-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382016-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt422016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt432016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt442016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt452016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt462016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt472016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt482016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt492016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt502016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt512016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt522016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt532016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt542016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt552016-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt562016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt572016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt582016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt592016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt602016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt612016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt622016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt632016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-37
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-19
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-16
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt350
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-320
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-183
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-26
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-42
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-22
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9461
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt104
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1191
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12295
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13308
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14231

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$603,187
Liabilities
$0
Net assets
$603,187
Revenue
$26,607
Expenses
$43,366
Net income
-$16,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.55$0.39$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.38$0.39$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.18$0.46$0.28
2021Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.58$0.48$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.47$0.43$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.47$0.46$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.38$0.43$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.27$0.43$0.17
2015Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.42$0.48$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.51$0.49$0.02
2013Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.52$0.48$0.04