Civic Intelligence

Augusta M Stocker Charitable Trust

990PF • Fiscal year 2021 • EIN 39-6791084

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 19, 2022

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

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

45th percentile

9.4%

Higher net margin than 45% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

73rd percentile

$40,604

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

40th percentile

2.9%

Faster asset growth than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

102%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$827,085

Up $23,113 (+2.9%) from 2020

Net Assets

Up

$827,085

Up $23,113 (+2.9%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Up

$245,807

Up $123,839 (+102%) from 2020

Expenses

Down

$222,653

Down $16,375 (-6.9%) from 2020

Net Income

Up

$23,154

Up $140,214 (+120%) from 2020

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,776,116Liabilities 2011: $02011Assets 2012: $1,686,308Liabilities 2012: $02012Assets 2013: $1,662,213Liabilities 2013: $02013Assets 2014: $1,654,957Liabilities 2014: $02014Assets 2015: $1,556,340Liabilities 2015: $02015Assets 2018: $1,083,981Liabilities 2018: $0Net Assets 2018: $1,083,9812018Assets 2019: $920,873Liabilities 2019: $1Net Assets 2019: $920,8732019Assets 2020: $803,972Liabilities 2020: $1Net Assets 2020: $803,9722020Assets 2021: $827,085Liabilities 2021: $1Net Assets 2021: $827,0852021Assets 2022: $4,285,992Liabilities 2022: $1Net Assets 2022: $4,285,9922022Assets 2023: $4,225,659Liabilities 2023: $1Net Assets 2023: $4,225,6592023Assets 2024: $4,165,284Liabilities 2024: $0Net Assets 2024: $4,165,2842024Assets 2025: $4,003,450Liabilities 2025: $0Net Assets 2025: $4,003,4502025

Highlighted filing

2021

Assets$827,085
Liabilities$1
Net Assets$827,085

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $135,718Expenses 2011: $194,164Net Income 2011: -$58,4462011Revenue 2012: $151,691Expenses 2012: $195,235Net Income 2012: -$43,5442012Revenue 2013: $142,056Expenses 2013: $166,151Net Income 2013: -$24,0952013Revenue 2014: $160,007Expenses 2014: $167,113Net Income 2014: -$7,1062014Revenue 2015: $105,527Expenses 2015: $204,173Net Income 2015: -$98,6462015Revenue 2018: $112,345Expenses 2018: $289,847Net Income 2018: -$177,5022018Revenue 2019: $113,134Expenses 2019: $276,117Net Income 2019: -$162,9832019Revenue 2020: $121,968Expenses 2020: $239,028Net Income 2020: -$117,0602020Revenue 2021: $245,807Expenses 2021: $222,653Net Income 2021: $23,1542021Revenue 2022: $3,730,954Expenses 2022: $265,683Net Income 2022: $3,465,2712022Revenue 2023: $144,709Expenses 2023: $206,641Net Income 2023: -$61,9322023Revenue 2024: $211,074Expenses 2024: $272,857Net Income 2024: -$61,7832024Revenue 2025: $160,121Expenses 2025: $319,641Net Income 2025: -$159,5202025

Highlighted filing

2021

Revenue$245,807
Expenses$222,653
Net Income$23,154
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 19, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$40,604-$40,604
Filing and Contact Details

Filer

Filer Name
Augusta M Stocker Charitable Trust
EIN
39-6791084
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2022-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix380 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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 N MAIN ST MAC D4001-117
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt249556
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN CANCER SOCIETY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN KIDNEY FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08400 SILVER CROSSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111207 BLUE HERON BLVD N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211921 ROCKVILLE PIKE SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST PETERSBURG
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04924
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0145359
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0153593
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0148669
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016
OtherDecreasesSchedule/OtherDecreasesDetail/Amt125
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031969
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0886
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt118
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0886
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt118
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/Amt1496
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUGUSTA M STOCKER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STOC
ReturnHeader/Filer/EIN0396791084
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD STE 300
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-02-10T09:00:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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