Civic Intelligence

Rea Charitable Trust - Main

990PF • Fiscal year 2013 • EIN 26-3671567

Oct 01, 2012 to Sep 30, 2013 • Filed on Feb 07, 2014

Organization Profile
PO Box 4162978701
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

81st percentile

$372,937

Higher top officer pay than 81% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

$26,075,126

No earlier filing loaded for comparison.

Net Assets

$26,075,126

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$2,199,877

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2013: $26,075,126Liabilities 2013: $0Net Assets 2013: $26,075,1262013Assets 2014: $28,402,977Liabilities 2014: $0Net Assets 2014: $28,402,9772014Assets 2015: $27,955,361Liabilities 2015: $0Net Assets 2015: $27,955,3612015Assets 2016: $105,667,349Liabilities 2016: $0Net Assets 2016: $105,667,3492016Assets 2020: $100,484,277Liabilities 2020: $0Net Assets 2020: $100,484,2772020Assets 2022: $107,266,968Liabilities 2022: $0Net Assets 2022: $107,266,9682022

Highlighted filing

2013

Assets$26,075,126
Liabilities$0
Net Assets$26,075,126
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MExpenses 2013: $2,199,8772013Revenue 2014: $4,803,401Expenses 2014: $2,470,780Net Income 2014: $2,332,6212014Revenue 2015: $2,322,799Expenses 2015: $2,904,104Net Income 2015: -$581,3052015Revenue 2016: $80,843,013Expenses 2016: $3,353,486Net Income 2016: $77,489,5272016Revenue 2020: $5,186,660Expenses 2020: $6,182,314Net Income 2020: -$995,6542020Revenue 2022: $6,370,492Expenses 2022: $6,897,542Net Income 2022: -$527,0502022

Highlighted filing

2013

Revenue-
Expenses$2,199,877
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Feb 7, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bk NA TrusteeTrustee-$372,937-$372,937
Paul MorrisGrants Advisor-$200-$200
Becky FergusonGrants Advisor-$200-$200
Vicky JayGrants Advisor-$200-$200
Richard FolgerGrants Advisor-$200-$200
Mike TalleyGrants Advisor-$100-$100
Dona BradleyGrants Advisor-$100-$100
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Capital CampaignPublicMidland, TX, US$300,000
Paid Grant-Performing ArtsPublicOdessa, TX, US$200,000
Paid Grant-Public CharityPublicMidland, TX, US$75,000
Paid Grant-Public SymphonyPublicOdessa, TX, US$70,000
Paid Grant-Undergraduate ScholarshipsPublicAustin, TX, US$50,000
Paid Grant-Public Health & CarePublicMidland, TX, US$50,000
Paid Grant-Steinway Piano InitiativePublicOdessa, TX, US$40,000
Paid Grant-PurchasesPublicMidland, TX, US$39,000
Paid Grant-Remodel FacilityPublicSan Angelo, TX, US$35,000
Paid Grant-Art Appreciation & EducationPublicMidland, TX, US$35,000
Paid Grant-Summer Lab & WorkshopPublicLubbock, TX, US$30,000
Paid Grant-Increase CoveragePublicMarfa, TX, US$30,000
Paid Grant-Cultural ArtsPublicMidland, TX, US$30,000
Paid Grant-Cultural ArtsPublicMidland, TX, US$30,000
Paid Grant-Cultural ArtsPublicMidland, TX, US$20,000
Paid Grant-Musical InstrumentsPublicMidland, TX, US$20,000
Paid Grant-Concert TripPublicMidland, TX, US$15,000
Paid Grant-History Preserv & EducationPublicMidland, TX, US$15,000
Paid Grant-Cultural ArtsPublicMidland, TX, US$15,000
Paid Grant-Community ConcertsPublicMidland, TX, US$15,000
Paid Grant-Education for DisabledPublicSan Angelo, TX, US$13,700
Paid Grant-Therapy ProgramPublicMidland, TX, US$12,000
Paid Grant-Purchase Musical InstrumentsPublicMidland, TX, US$11,000
Paid Grant-Funding Festival on the ArtsPublicMidland, TX, US$10,000
Paid Grant-Cultural ArtsPublicOdessa, TX, US$10,000
Paid Grant-Underwrite EventPublicMidland, TX, US$5,000
Paid Grant-Art Appreciation & EducationPublicMidland, TX, US$5,000
Filing and Contact Details

Filer

EIN
26-3671567
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV23AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV24AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV25AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV26AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV27AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV28AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV29AT COST
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV41AT COST
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0528382
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0252396
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount02716731
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount03245113
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0252396
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps010000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss010000
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0252396
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps065534
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm0308403
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0373937
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0528382
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0943643
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome03497509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses03497509
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps075534
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0943643
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01019177
IRS990PF/BalanceSheets/AccumDeprecInvestmentsLandEtc01230284
IRS990PF/BalanceSheets/CapitalStockBOY020295450
IRS990PF/BalanceSheets/CapitalStockEOY020295450
IRS990PF/BalanceSheets/CashBOY0984
IRS990PF/BalanceSheets/CashEOY0189
IRS990PF/BalanceSheets/CashEOYFMV0189
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY02650556
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IRS990PF/BalanceSheets/InvestmentsCorpStockBOY02851436
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03110001
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IRS990PF/BalanceSheets/InvestmentsGovtObligBOY01006035
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY01662330
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV01623837
IRS990PF/BalanceSheets/InvestmentsLandEtcBasis06726335
IRS990PF/BalanceSheets/InvestmentsLandEtcBOY05780377
IRS990PF/BalanceSheets/InvestmentsLandEtcEOY05496051
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IRS990PF/BalanceSheets/InvestmentsOtherBOY09510943
IRS990PF/BalanceSheets/InvestmentsOtherEOY09750537

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,075,126
Liabilities
$0
Net assets
$26,075,126
Revenue
-
Expenses
$2,199,877
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$107$0.00$107$6.37$6.90$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$100$0.00$100$5.19$6.18$1.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$0.00$106$80.8$3.35$77.5
2015Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$2.32$2.90$0.58
2014Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$4.80$2.47$2.33
2013Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$2.20