Civic Intelligence

Norman I and Sandra Rich Family Charitable Foundation

990PF • Fiscal year 2022 • EIN 36-3858426

Oct 01, 2021 to Sep 30, 2022 • Filed on Dec 05, 2022

220 Emerson Place 201Davenport, IA 52801

(563) 823-4400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-26%

Higher net margin than 19% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-3.3%

Faster asset growth than 42% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-6.4%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$174,279

Down $6,038 (-3.3%) from 2021

Net Assets

Down

$174,279

Down $6,038 (-3.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$23,065

Down $1,579 (-6.4%) from 2021

Expenses

Up

$29,103

Up $2,814 (+11%) from 2021

Net Income

Down

-$6,038

Down $4,393 (-267%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $203,427Liabilities 2010: $0Net Assets 2010: $203,4272010Assets 2011: $201,596Liabilities 2011: $0Net Assets 2011: $201,5962011Assets 2012: $199,501Liabilities 2012: $0Net Assets 2012: $199,5012012Assets 2013: $197,771Liabilities 2013: $0Net Assets 2013: $197,7712013Assets 2014: $190,813Liabilities 2014: $0Net Assets 2014: $190,8132014Assets 2015: $191,492Liabilities 2015: $0Net Assets 2015: $191,4922015Assets 2016: $189,042Liabilities 2016: $0Net Assets 2016: $189,0422016Assets 2017: $183,534Liabilities 2017: $0Net Assets 2017: $183,5342017Assets 2018: $188,576Liabilities 2018: $0Net Assets 2018: $188,5762018Assets 2019: $182,996Liabilities 2019: $0Net Assets 2019: $182,9962019Assets 2020: $181,962Liabilities 2020: $0Net Assets 2020: $181,9622020Assets 2021: $180,317Liabilities 2021: $0Net Assets 2021: $180,3172021Assets 2022: $174,279Liabilities 2022: $0Net Assets 2022: $174,2792022Assets 2023: $170,057Liabilities 2023: $0Net Assets 2023: $170,0572023Assets 2024: $156,461Liabilities 2024: $0Net Assets 2024: $156,4612024Assets 2025: $153,926Liabilities 2025: $0Net Assets 2025: $153,9262025

Highlighted filing

2022

Assets$174,279
Liabilities$0
Net Assets$174,279

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $13,5592010Expenses 2011: $12,5802011Expenses 2012: $13,9552012Expenses 2013: $15,7342013Revenue 2014: $12,025Expenses 2014: $18,983Net Income 2014: -$6,9582014Revenue 2015: $16,825Expenses 2015: $16,146Net Income 2015: $6792015Revenue 2016: $15,022Expenses 2016: $17,472Net Income 2016: -$2,4502016Revenue 2017: $11,661Expenses 2017: $17,169Net Income 2017: -$5,5082017Revenue 2018: $19,302Expenses 2018: $14,260Net Income 2018: $5,0422018Revenue 2019: $15,971Expenses 2019: $21,551Net Income 2019: -$5,5802019Revenue 2020: $23,550Expenses 2020: $24,584Net Income 2020: -$1,0342020Revenue 2021: $24,644Expenses 2021: $26,289Net Income 2021: -$1,6452021Revenue 2022: $23,065Expenses 2022: $29,103Net Income 2022: -$6,0382022Revenue 2023: $29,378Expenses 2023: $33,600Net Income 2023: -$4,2222023Revenue 2024: $20,071Expenses 2024: $33,667Net Income 2024: -$13,5962024Revenue 2025: $36,999Expenses 2025: $39,534Net Income 2025: -$2,5352025

Highlighted filing

2022

Revenue$23,065
Expenses$29,103
Net Income-$6,038
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Dec 5, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MILES RICHPresident-$0--
CAREN NESSENVice President/Treasurer-$0--
ELISABETH RICH DUCKETTVice President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Norman I & Sandra Rich Family Charitable
EIN
36-3858426
Phone
5638234400
Address
220 EMERSON PLACE 201, DAVENPORT, IA 52801

Signing Officer

Name
Miles Rich
Title
President
Phone
5638234400
Signed
2022-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Aria Management Company
Address
220 EMERSON PLACE STE 201, DAVENPORT, IA 52801
Preparer
David Stern
Phone
5638234400
Raw XML Appendix340 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/SECRETARY
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd052801
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO SPECIFIC RESTRITIONS OR LIMITATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPTEMBER 30TH OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH HOME LIFE COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OUT MAINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RE-MEMBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ROCK ISLAND MILAN EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4VILLAGE HEALTH WORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03150 HOWELL MILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt163 PARK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 5054
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32101 6TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt445 W 36TH ST 8TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PINE RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ROCK ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0303272108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104841
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd257770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd361201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410018
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028473
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt032793
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028473
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0IL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK/BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1154
TaxesSchedule/TaxesDetail/Amt0343
TaxesSchedule/TaxesDetail/Amt174
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1foreign tax w/h
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MILES RICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05638234400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN I & SANDRA RICH FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0363858426
ReturnHeader/Filer/PhoneNum05638234400
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 EMERSON PLACE 201
ReturnHeader/Filer/USAddress/CityNm0DAVENPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421175083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARIA MANAGEMENT COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 EMERSON PLACE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVENPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052801
ReturnHeader/PreparerPersonGrp/PhoneNum05638234400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID STERN
ReturnHeader/ReturnTs02022-12-13T10:34:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MILES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICH
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.37$0.40$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.20$0.34$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.29$0.34$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.23$0.29$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.25$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.24$0.25$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.16$0.22$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.19$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.12$0.17$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.15$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.17$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.12$0.19$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.14