Civic Intelligence

Roy J Carver Charitable Trust

990PF • Fiscal year 2016 • EIN 42-1186589

May 01, 2015 to Apr 30, 2016 • Filed on Dec 09, 2016

202 Iowa AvenueMuscatine, IA 52761-3733

(563) 263-4010

Siviq Scores

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

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.25x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Source year 2016

Net Margin

69th percentile

9.3%

Higher net margin than 69% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

55th percentile

$397,728

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2016 filings • $100M-$250M nonprofits • Source year 2016

Asset Growth

40th percentile

0.8%

Faster asset growth than 40% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-0.2%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • $100M-$250M nonprofits • Annualized from 2015 to 2016

Assets

Up

$238,657,407

Up $1,857,377 (+0.8%) from 2015

Net Assets

Up

$233,897,175

Up $8,328,887 (+3.7%) from 2015

Liabilities

Down

$4,760,232

Down $6,471,510 (-58%) from 2015

Revenue

Down

$19,284,942

Down $38,485 (-0.2%) from 2015

Expenses

Down

$17,487,475

Down $761,990 (-4.2%) from 2015

Net Income

Up

$1,797,467

Up $723,505 (+67%) from 2015

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2012: $236,758,124Liabilities 2012: $21,201,1562012Assets 2013: $236,510,196Liabilities 2013: $19,652,172Net Assets 2013: $216,858,0242013Assets 2014: $235,703,060Liabilities 2014: $11,893,244Net Assets 2014: $223,809,8162014Assets 2015: $236,800,030Liabilities 2015: $11,231,742Net Assets 2015: $225,568,2882015Assets 2016: $238,657,407Liabilities 2016: $4,760,232Net Assets 2016: $233,897,1752016Assets 2017: $241,705,922Liabilities 2017: $41,230,467Net Assets 2017: $200,475,4552017Assets 2018: $240,556,993Liabilities 2018: $34,300,947Net Assets 2018: $206,256,0462018Assets 2019: $239,179,157Liabilities 2019: $44,367,408Net Assets 2019: $194,811,7492019Assets 2020: $233,424,982Liabilities 2020: $40,955,671Net Assets 2020: $192,469,3112020Assets 2021: $231,396,086Liabilities 2021: $37,787,480Net Assets 2021: $193,608,6062021Assets 2022: $235,043,756Liabilities 2022: $30,916,595Net Assets 2022: $204,127,1612022Assets 2023: $234,963,885Liabilities 2023: $25,954,741Net Assets 2023: $209,009,1442023Assets 2024: $236,697,138Liabilities 2024: $22,226,204Net Assets 2024: $214,470,9342024

Highlighted filing

2016

Assets$238,657,407
Liabilities$4,760,232
Net Assets$233,897,175

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2012: $15,310,374Expenses 2012: $15,370,464Net Income 2012: -$60,0902012Expenses 2013: $15,293,8192013Revenue 2014: $16,130,632Expenses 2014: $16,983,541Net Income 2014: -$852,9092014Revenue 2015: $19,323,427Expenses 2015: $18,249,465Net Income 2015: $1,073,9622015Revenue 2016: $19,284,942Expenses 2016: $17,487,475Net Income 2016: $1,797,4672016Revenue 2017: $20,972,436Expenses 2017: $17,873,549Net Income 2017: $3,098,8872017Revenue 2018: $18,676,698Expenses 2018: $19,919,635Net Income 2018: -$1,242,9372018Revenue 2019: $18,023,837Expenses 2019: $19,394,491Net Income 2019: -$1,370,6542019Revenue 2020: $13,201,596Expenses 2020: $19,085,855Net Income 2020: -$5,884,2592020Revenue 2021: $17,094,079Expenses 2021: $18,924,005Net Income 2021: -$1,829,9262021Revenue 2022: $22,231,044Expenses 2022: $11,712,489Net Income 2022: $10,518,5552022Revenue 2023: $17,819,030Expenses 2023: $12,929,556Net Income 2023: $4,889,4742023Revenue 2024: $17,535,170Expenses 2024: $12,073,380Net Income 2024: $5,461,7902024

Highlighted filing

2016

Revenue$19,284,942
Expenses$17,487,475
Net Income$1,797,467
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Dec 9, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TROY K ROSSExecutive AdministratorFT$339,872$57,856$397,728
ROY J CARVER JRTrustee/Chairman-$25,100-$25,100
J LARRY GRIFFITHTrustee/Vice Chairman-$24,100-$24,100
D SCOTT INGSTADTrustee-$22,100-$22,100
DAVID M UTLEYTrustee/Secretary-$21,650-$21,650
MARTIN G CARVERTrustee-$20,950-$20,950
JOHN A CARVERTrustee-$19,800-$19,800
WILLARD L BOYDTrustee-$18,697-$18,697
Filing and Contact Details

Filer

Filer Name
Roy J Carver Charitable Trust
EIN
42-1186589
Phone
5632634010
Address
202 IOWA AVENUE, MUSCATINE, IA 52761-3733

Signing Officer

Name
Roy J Carver Jr
Title
Trustee
Phone
5632634010
Signed
2016-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 N HARRISON STREET SUITE 300, DAVENPORT, IA 52801-1999
Preparer
John J Romano
Phone
5638884000
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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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DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt46181
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt471190
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt48321
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt4956
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5018
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt511463
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DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5353
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DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt55134
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt562337
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5713
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5892
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt59168
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt60502
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt61290
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt62290
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt6364
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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt110
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt130
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt140
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt150
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt160
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt170
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt180
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt190
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt200
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt210
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt220
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt230
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt240
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt250
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt260
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt270
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt280
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt290
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt300

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$237$22.2$214$17.5$12.1$5.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$235$26.0$209$17.8$12.9$4.89
2022Detailed filing. Detailed filing data is available for this year.$235$30.9$204$22.2$11.7$10.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$231$37.8$194$17.1$18.9$1.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$233$41.0$192$13.2$19.1$5.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$239$44.4$195$18.0$19.4$1.37
2018Detailed filing. Detailed filing data is available for this year.$241$34.3$206$18.7$19.9$1.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$242$41.2$200$21.0$17.9$3.10
2016Detailed filing. Detailed filing data is available for this year.$239$4.76$234$19.3$17.5$1.80
2015Detailed filing. Detailed filing data is available for this year.$237$11.2$226$19.3$18.2$1.07
2014Detailed filing. Detailed filing data is available for this year.$236$11.9$224$16.1$17.0$0.85
2013Detailed filing. Detailed filing data is available for this year.$237$19.7$217$15.3
2012Summary only. Only limited summary data is available for this year.$237$21.2$15.3$15.4$0.06