Civic Intelligence

James B Linsmayer Foundation Tr

990PF • Fiscal year 2019 • EIN 35-6791172

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 07, 2020

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

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

46th percentile

2.2%

Higher net margin than 46% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$111,174

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

31st percentile

-0.6%

Faster asset growth than 31% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

4.5%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$11,803,852

Down $66,413 (-0.6%) from 2018

Net Assets

Down

$11,803,852

Down $66,413 (-0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin46th percentile

Revenue

Up

$438,909

Up $18,876 (+4.5%) from 2018

Expenses

Up

$429,306

Up $57,453 (+15%) from 2018

Net Income

Down

$9,603

Down $38,577 (-80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2019

Assets$11,803,852
Liabilities$0
Net Assets$11,803,852
Open 2019 Filing

Operations Trend

Revenue Growth53rd percentile

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

2019

Revenue$438,909
Expenses$429,306
Net Income$9,603
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$111,174-$111,174
THOMAS M MORINAdvisor-$1,000-$1,000
SANDRA ANDERSONAdvisor-$1,000-$1,000
ANN HART WERNZAdvisor-$1,000-$1,000
SHARON SAYLES BELTONAdvisor-$1,000-$1,000
SARAH HOWARDAdvisor-$1,000-$1,000
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
2020-11-07
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12984756NAD1 SPECTRA ENERGY PARTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130755111507 RAYTHEON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131NUV990007 NUVEEN GLOBAL CITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132IWI993008 IRONWOOD INSTITUTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1339128285M8 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134GTC996442 CORBIN MULTI STRATEG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13531326SAV2 FHLMC POOL #ZT0000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13664128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137912828WJ5 US TREASURY NOTE 2.5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13931620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140375558AW3 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14131339UZT0 FHLMC POOL #QA4354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14230219GAM0 EXPRESS SCRIPTS HOLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14314040HBW4 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14411135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14549456BAP6 KINDER MORGAN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146571748BG6 MARSH & MCLENNAN COS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14706406HBY4 BANK OF NEW YORK MEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148SWR990003 STARWOOD REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149PFX990006 PIMCO FLEXIBLE CREDI
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,803,852
Liabilities
$0
Net assets
$11,803,852
Revenue
$438,909
Expenses
$429,306
Net income
$9,603
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