Civic Intelligence

Janet Cameron Goetz Charitable Tr UW

990PF • Fiscal year 2019 • EIN 37-6571171

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 24, 2020

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

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

42nd percentile

$74,768

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

Down

$6,140,165

Down $209,040 (-3.3%) from 2015

Net Assets

$6,140,165

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue

Up

$513,554

Up $351,053 (+216%) from 2015

Expenses

Up

$396,586

Up $201,506 (+103%) from 2015

Net Income

Up

$116,968

Up $149,547 (+459%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $6,439,094Liabilities 2014: $02014Assets 2015: $6,349,205Liabilities 2015: $02015Assets 2019: $6,140,165Liabilities 2019: $1Net Assets 2019: $6,140,1652019Assets 2020: $6,167,561Liabilities 2020: $0Net Assets 2020: $6,167,5612020Assets 2021: $6,191,239Liabilities 2021: $0Net Assets 2021: $6,191,2392021Assets 2022: $6,094,308Liabilities 2022: $0Net Assets 2022: $6,094,3082022Assets 2023: $5,727,087Liabilities 2023: $0Net Assets 2023: $5,727,0872023Assets 2024: $5,966,194Liabilities 2024: $0Net Assets 2024: $5,966,1942024

Highlighted filing

2019

Assets$6,140,165
Liabilities$1
Net Assets$6,140,165

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2014: $7,705,083Expenses 2014: $230,433Net Income 2014: $7,474,6502014Revenue 2015: $162,501Expenses 2015: $195,080Net Income 2015: -$32,5792015Revenue 2019: $513,554Expenses 2019: $396,586Net Income 2019: $116,9682019Revenue 2020: $454,911Expenses 2020: $430,539Net Income 2020: $24,3722020Revenue 2021: $508,658Expenses 2021: $461,364Net Income 2021: $47,2942021Revenue 2022: $398,558Expenses 2022: $521,801Net Income 2022: -$123,2432022Revenue 2023: $131,546Expenses 2023: $495,703Net Income 2023: -$364,1572023Revenue 2024: $743,210Expenses 2024: $504,123Net Income 2024: $239,0872024

Highlighted filing

2019

Revenue$513,554
Expenses$396,586
Net Income$116,968
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 24, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$74,768-$74,768
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANCHORAGE LIBRARY FOUNDATIONGENERAL SUPPORTPCANCHORAGE, AK, US$315,800
Filing and Contact Details

Filer

Filer Name
Goetz Janet C Charit Tuw-main
EIN
37-6571171
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2020-04-24
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/IdentifierTxt0PART VIII: INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16G0692U117 AXIS CAPITAL HLDGS L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17172967341 CITIGROUP INC 6.875%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1861763E207 MORGAN STANLEY 6.875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20587376104 MERCANTILE BANK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21576485205 MATADOR RESOURCES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22302081104 EXLSERVICE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23097023105 BOEING COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24857477608 STATE STREET CORP 5.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2574460W826 PUBLIC STORAGE 6.000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26020002853 ALLSTATE CORP 6.250%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2714040H709 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28744320805 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2948127R461 JP MORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30842587206 SOUTHERN CO 6.250% P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3138148B504 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32808513600 CHARLES SCHWAB CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3329364P103 ENTERGY NEW ORLEANS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34084423607 BERKLEY (WR) CORPORA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3565339K100 NEXTERA ENERGY CAPIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3629364N108 ENTERGY MISSISSIPPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37233331867 DTE ENERGY CO 6.000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3849446R737 KIMCO REALTY CORP 5.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39693475857 PNC FINANCIAL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4081721M208 SENIOR HOUSING PROP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41064058209 BANK OF NEW YORK MEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4261762V200 MLN MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43067806109 BARNES GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44550819106 LYDALL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45816300107 SELECTIVE INS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4681725T100 SENSIENT TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47391416104 GREAT WESTERN BANCOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48143873107 CAROLINA FINANCIAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4902665T306 AMERICAN HOMES 4 REN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50233331859 DTE ENERGY CO 5.250%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5174460W792 PUBLIC STORAGE 5.875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52060505286 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53084423508 BERKLEY (WR) CORPORA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5474460W750 PUBLIC STORAGE 5.125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5503939A206 ARCH CAPITAL GROUP L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56373334440 GEORGIA POWER CO 5.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5746637G124 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5838145G308 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59030506109 AMERICAN WOODMARK CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60035290105 ANIXTER INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61057665200 BALCHEM CORP CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6213123X102 CALLON PETE CO DEL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63132011107 CAMBREX CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64144285103 CARPENTER TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65871237103 SYKES ENTERPRISES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66902788108 UMB FINL CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67909907107 UNITED BANKSHARES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68089302103 BIG LOTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7256501R106 MANULIFE FINANCIAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7391324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74464287804 ISHARES TR SMALLCAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7529364D761 ENTERGY ARKANSAS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76172967358 CITIGROUP INC 7.125%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77853666105 STANDARD MTR PRODS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78258278100 DORMAN PRODUCTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79574795100 MASIMO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8078467Y107 SPDR S&P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81517834107 LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8398978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84925652109 VICI PROPERTIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8549427F108 KILROY REALTY CORP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8688146M101 TERRENO REALTY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87444097109 HUDSON PACIFIC PROPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89192446102 COGNIZANT TECH SOLUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90254687106 WALT DISNEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91302544101 FPA NEW INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9589609H704 TRIBUTARY SMALL CO-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96848574109 SPIRIT AEROSYTSEMS H
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9822002T108 CORPORATE OFFICE PRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9929476L107 EQUITY RESIDENTIAL P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10074460D109 PUBLIC STORAGE INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101929042109 VORNADO REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102053484101 AVALONBAY CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10342225P501 HEALTHCARE TRUST OF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104867892101 SUNSTONE HOTEL INVS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10574340W103 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10682981J877 SITE CENTERS CORP 6.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10729250N477 ENBRIDGE INC PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10874460W776 PUBLIC STORAGE 5.400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109172967317 CITIGROUP INC 6.300%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110054937875 BB&T CORPORATION 5.6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111493267702 KEYCORP 6.125% PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11261762V606 MORGAN STANLEY 5.850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113416518504 HARTFORD FINL SVCS G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114020002309 ALLSTATE CORP PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115929042844 VORNADO REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11692276M204 VENTAS REALTY LP/CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117054937800 BB&T CORPORATION 5.2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118637417809 NATL RETAIL PROPERTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11963935N107 NAVIGANT CONSULTING

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