Civic Intelligence

Horace Ruggles Tr Nect Ua

990PF • Fiscal year 2019 • EIN 38-6044371

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 09, 2020

PO Box 75000Detroit, MI 48275-7874

(313) 222-3384

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

80th percentile

$3,272

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 35.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$175,450

Down $5,316 (-2.9%) from 2018

Net Assets

Down

$175,450

Down $5,316 (-2.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$9,247

Down $28,318 (-75%) from 2018

Expenses

Up

$11,871

Up $869 (+7.9%) from 2018

Net Income

Down

-$2,624

Down $29,187 (-110%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $197,478Liabilities 2010: $0Net Assets 2010: $197,4782010Assets 2011: $195,799Liabilities 2011: $0Net Assets 2011: $195,7992011Assets 2012: $188,331Liabilities 2012: $0Net Assets 2012: $188,3312012Assets 2013: $179,995Liabilities 2013: $1Net Assets 2013: $179,9952013Assets 2014: $172,650Liabilities 2014: $1Net Assets 2014: $172,6502014Assets 2015: $166,918Liabilities 2015: $1Net Assets 2015: $166,9182015Assets 2016: $168,833Liabilities 2016: $0Net Assets 2016: $168,8332016Assets 2017: $155,806Liabilities 2017: $0Net Assets 2017: $155,8062017Assets 2018: $180,766Liabilities 2018: $0Net Assets 2018: $180,7662018Assets 2019: $175,450Liabilities 2019: $0Net Assets 2019: $175,4502019Assets 2020: $175,036Liabilities 2020: $1Net Assets 2020: $175,0362020Assets 2021: $176,092Liabilities 2021: $1Net Assets 2021: $176,0922021Assets 2022: $168,669Liabilities 2022: $1Net Assets 2022: $168,6692022Assets 2023: $162,068Liabilities 2023: $1Net Assets 2023: $162,0682023Assets 2024: $156,988Liabilities 2024: $0Net Assets 2024: $156,9882024

Highlighted filing

2019

Assets$175,450
Liabilities$0
Net Assets$175,450

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $15,7792010Expenses 2011: $14,5952011Expenses 2012: $14,5902012Revenue 2013: $5,770Expenses 2013: $14,417Net Income 2013: -$8,6472013Revenue 2014: $4,069Expenses 2014: $11,674Net Income 2014: -$7,6052014Revenue 2015: $6,362Expenses 2015: $11,843Net Income 2015: -$5,4812015Revenue 2016: $13,042Expenses 2016: $10,387Net Income 2016: $2,6552016Revenue 2017: $7,570Expenses 2017: $21,097Net Income 2017: -$13,5272017Revenue 2018: $37,565Expenses 2018: $11,002Net Income 2018: $26,5632018Revenue 2019: $9,247Expenses 2019: $11,871Net Income 2019: -$2,6242019Revenue 2020: $6,628Expenses 2020: $11,927Net Income 2020: -$5,2992020Revenue 2021: $13,640Expenses 2021: $12,989Net Income 2021: $6512021Revenue 2022: $7,292Expenses 2022: $14,681Net Income 2022: -$7,3892022Revenue 2023: $7,377Expenses 2023: $13,980Net Income 2023: -$6,6032023Revenue 2024: $11,433Expenses 2024: $15,835Net Income 2024: -$4,4022024

Highlighted filing

2019

Revenue$9,247
Expenses$11,871
Net Income-$2,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 9, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,272-$3,272
Filing and Contact Details

Filer

Filer Name
Horace Ruggles Tua
EIN
38-6044371
Phone
3132223384
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Matthew Cleary
Title
Trust Tax Offic
Phone
3132223384
Signed
2020-06-09

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Bradley N Sprong
Phone
8558073423
Raw XML Appendix299 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03495
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2624
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02692
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0178142
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0180766
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08804
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08804
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08804
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08930
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0126
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0126
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0696
IRS990PF/FMVAssetsEOYAmt0191522
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0164551
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IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02720
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 75000 M/C 7821
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07583
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt058
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07583
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01279
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02692
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN RECEIPTS AND TAXABLE INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE (NON-DEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt0646
TaxesSchedule/TaxesDetail/Amt1696
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CLEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST TAX OFFIC
ReturnHeader/BusinessOfficerGrp/PhoneNum03132223384
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORACE RUGGLES TUA
ReturnHeader/Filer/BusinessNameControlTxt0RUGG
ReturnHeader/Filer/EIN0386044371
ReturnHeader/Filer/PhoneNum03132223384
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02020-07-12T21:00:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.11$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.14$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.07$0.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.14$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.07$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.38$0.11$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.21$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.13$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.06$0.12$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.04$0.12$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.06$0.14$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.16