Civic Intelligence

James B Linsmayer Foundation Tr

990PF • Fiscal year 2018 • EIN 35-6791172

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 15, 2019

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

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$112,437

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 26.8% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

$11,870,265

No earlier filing loaded for comparison.

Net Assets

$11,870,265

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin66th percentile

Revenue

$420,033

No earlier filing loaded for comparison.

Expenses

$371,853

No earlier filing loaded for comparison.

Net Income

$48,180

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.

$15M$10M$5.0M$0Assets 2018: $11,870,265Liabilities 2018: $0Net Assets 2018: $11,870,2652018Assets 2019: $11,803,852Liabilities 2019: $0Net Assets 2019: $11,803,8522019Assets 2020: $11,082,740Liabilities 2020: $0Net Assets 2020: $11,082,7402020Assets 2021: $11,795,310Liabilities 2021: $0Net Assets 2021: $11,795,3102021Assets 2022: $11,529,895Liabilities 2022: $0Net Assets 2022: $11,529,8952022Assets 2023: $11,283,111Liabilities 2023: $0Net Assets 2023: $11,283,1112023Assets 2024: $11,355,231Liabilities 2024: $0Net Assets 2024: $11,355,2312024

Highlighted filing

2018

Assets$11,870,265
Liabilities$0
Net Assets$11,870,265
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2018: $420,033Expenses 2018: $371,853Net Income 2018: $48,1802018Revenue 2019: $438,909Expenses 2019: $429,306Net Income 2019: $9,6032019Revenue 2020: $70,836Expenses 2020: $801,493Net Income 2020: -$730,6572020Revenue 2021: $1,516,431Expenses 2021: $781,179Net Income 2021: $735,2522021Revenue 2022: $462,212Expenses 2022: $891,127Net Income 2022: -$428,9152022Revenue 2023: $350,476Expenses 2023: $623,092Net Income 2023: -$272,6162023Revenue 2024: $926,464Expenses 2024: $830,698Net Income 2024: $95,7662024

Highlighted filing

2018

Revenue$420,033
Expenses$371,853
Net Income$48,180
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 15, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$112,437-$112,437
THOMAS M MORINAdvisor-$500-$500
SANDRA ANDERSONAdvisor-$500-$500
ANN HART WERNZAdvisor-$500-$500
SHARON SAYLES BELTONAdvisor-$500-$500
SARAH HOWARDAdvisor-$500-$500
ARTHUR T LINDELANDAdvisor-$0--
HALSEY H HALLSAdvisor-$0--
Filing and Contact Details

Filer

Filer Name
Linsmayer James B Fdn Tr-main
EIN
35-6791172
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0periodic market values and/or the applicable fee agreement. It is not
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0The compensation reported in column (c) is calculated based on
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0determined on an hourly basis and the reference to one hour per week is an estimate only. Corporate trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody of assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investments reporting and reallocating and rebalancing of portfolios as necessary.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11489233P5F9 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115032654105 ANALOG DEVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116456837103 ING GROEP N.V. - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117717081103 PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11803524A108 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119166764100 CHEVRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12092334N103 VEOLIA ENVIRONNEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121RE0047143 VL LT 3, 6-57-23 BOV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124867224107 SUNCOR ENERGY INC NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12503875R205 ARBITRAGE FUND CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126464287606 ISHARES S&P MIDCAP 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127RE0131814 VL GOVT LT 6, 6- 57-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128G29183103 EATON CORP PLC
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Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,870,265
Liabilities
$0
Net assets
$11,870,265
Revenue
$420,033
Expenses
$371,853
Net income
$48,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.93$0.83$0.10
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.35$0.62$0.27
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.46$0.89$0.43
2021Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.52$0.78$0.74
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.07$0.80$0.73
2019Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.44$0.43$0.01
2018Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.42$0.37$0.05
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