Civic Intelligence

Ryli Institute Foundation

990PF • Fiscal year 2021 • EIN 27-0483846

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 13, 2021

Organization Profile
236 Norcia LoopLiberty Hill, TX 78642

(408) 316-6775

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.12x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

4th percentile

-130%

Higher net margin than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

69th percentile

$78,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 147.8% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-3.9%

Faster asset growth than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

139%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$1,440,972

Down $58,238 (-3.9%) from 2020

Net Assets

Down

$1,434,487

Down $60,062 (-4.0%) from 2020

Liabilities

Up

$6,485

Up $1,824 (+39%) from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin4th percentile

Revenue

Up

$52,761

Up $30,729 (+139%) from 2020

Expenses

Up

$121,234

Up $13,222 (+12%) from 2020

Net Income

Up

-$68,473

Up $17,507 (+20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $523,601Liabilities 2012: $203,557Net Assets 2012: $320,0442012Assets 2013: $676,643Liabilities 2013: $201,197Net Assets 2013: $475,4462013Assets 2014: $1,388,073Liabilities 2014: $197,838Net Assets 2014: $1,190,2352014Assets 2015: $1,212,551Liabilities 2015: $202,385Net Assets 2015: $1,010,1662015Assets 2016: $1,331,266Liabilities 2016: $200,560Net Assets 2016: $1,130,7062016Assets 2017: $1,635,609Liabilities 2017: $6,567Net Assets 2017: $1,629,0422017Assets 2018: $1,667,708Liabilities 2018: $5,232Net Assets 2018: $1,662,4762018Assets 2019: $1,583,921Liabilities 2019: $4,817Net Assets 2019: $1,579,1042019Assets 2020: $1,499,210Liabilities 2020: $4,661Net Assets 2020: $1,494,5492020Assets 2021: $1,440,972Liabilities 2021: $6,485Net Assets 2021: $1,434,4872021Assets 2022: $1,377,064Liabilities 2022: $215Net Assets 2022: $1,376,8492022Assets 2023: $1,481,865Liabilities 2023: $89,730Net Assets 2023: $1,392,1352023

Highlighted filing

2021

Assets$1,440,972
Liabilities$6,485
Net Assets$1,434,487
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $231,4772012Expenses 2013: $214,1082013Revenue 2014: $932,993Expenses 2014: $218,204Net Income 2014: $714,7892014Revenue 2015: $37,742Expenses 2015: $217,811Net Income 2015: -$180,0692015Revenue 2016: $346,311Expenses 2016: $225,771Net Income 2016: $120,5402016Revenue 2017: $349,418Expenses 2017: $44,877Net Income 2017: $304,5412017Revenue 2018: $69,314Expenses 2018: $39,769Net Income 2018: $29,5452018Revenue 2019: $25,321Expenses 2019: $108,936Net Income 2019: -$83,6152019Revenue 2020: $22,032Expenses 2020: $108,012Net Income 2020: -$85,9802020Revenue 2021: $52,761Expenses 2021: $121,234Net Income 2021: -$68,4732021Revenue 2022: $41,915Expenses 2022: $110,573Net Income 2022: -$68,6582022Revenue 2023: $48,254Expenses 2023: $110,275Net Income 2023: -$62,0212023

Highlighted filing

2021

Revenue$52,761
Expenses$121,234
Net Income-$68,473
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA GORDONExec TrusteeFT$78,000-$78,000
BRAD GORDONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ryli Institute Foundation
EIN
27-0483846
Phone
4083166775
Address
236 NORCIA LOOP, LIBERTY HILL, TX 78642

Signing Officer

Name
Laura Gordon
Title
Exec Trustee
Phone
4083166775
Signed
2021-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Rayan Moncrieffe CPA
Phone
9133382727
Raw XML Appendix357 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CashDeemedCharitableExplnStmt/ShortExplanationTxt0ALL ORGANIZATIONAL ASSETS ARE FOR THE USE OF CHARITABLE ACTIVITES.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1758176
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAURA GORDON
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2441
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2124
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-13
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYAN MONCRIEFFE CPA
ReturnHeader/ReturnTs02021-10-19T12:41:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GORDON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,440,972
Liabilities
$6,485
Net assets
$1,434,487
Revenue
$52,761
Expenses
$121,234
Net income
-$68,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.09$1.39$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.11$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.43$0.05$0.12$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.49$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.03$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.07$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.63$0.35$0.04$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.20$1.13$0.35$0.23$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.20$1.01$0.04$0.22$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.20$1.19$0.93$0.22$0.71
2013Detailed filing. Detailed filing data is available for this year.$0.68$0.20$0.48$0.21
2012Detailed filing. Detailed filing data is available for this year.$0.52$0.20$0.32$0.23