Civic Intelligence

Roy J Carver Charitable Trust

990PF • Fiscal year 2019 • EIN 42-1186589

May 01, 2018 to Apr 30, 2019 • Filed on Feb 25, 2020

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

43rd percentile

0.19x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

2.46x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

18th percentile

-7.6%

Higher net margin than 18% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$433,285

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

22nd percentile

-0.6%

Faster asset growth than 22% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-3.5%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Assets

Down

$239,179,157

Down $1,377,836 (-0.6%) from 2018

Net Assets

Down

$194,811,749

Down $11,444,297 (-5.5%) from 2018

Liabilities

Up

$44,367,408

Up $10,066,461 (+29%) from 2018

Revenue

Down

$18,023,837

Down $652,861 (-3.5%) from 2018

Expenses

Down

$19,394,491

Down $525,144 (-2.6%) from 2018

Net Income

Down

-$1,370,654

Down $127,717 (-10%) from 2018

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

2019

Assets$239,179,157
Liabilities$44,367,408
Net Assets$194,811,749

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

2019

Revenue$18,023,837
Expenses$19,394,491
Net Income-$1,370,654
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Feb 25, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TROY K ROSSExecutive AdministratorFT$365,974$67,311$433,285
ROY J CARVER JRTrustee/Chairman-$27,200-$27,200
J LARRY GRIFFITHTrustee/Vice Chairman-$26,200-$26,200
D SCOTT INGSTADTrustee-$24,200-$24,200
DAVID M UTLEYTrustee/Secretary-$24,200-$24,200
MARTIN G CARVERTrustee-$23,500-$23,500
JOHN A CARVERTrustee-$23,300-$23,300
WILLARD L BOYDTrustee-$20,600-$20,600
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
2020-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
4650 E 53RD ST, DAVENPORT, IA 52807-3479
Preparer
Jenifer L Chase
Phone
5638884000
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DepreciationSchedule/DepreciationPropertyGrp/LifeRt1940.000000000000
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DepreciationSchedule/DepreciationPropertyGrp/LifeRt2110.000000000000
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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
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt310
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt320
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt330
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt340
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt350
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt360
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt370
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt380
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt390
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt400
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt410
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt420
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt430
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt440
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt450
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt460
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt470
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt480
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt490
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt500
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt510
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt520
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt530
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt540
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt550
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt560
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt570
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt580
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt590
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt600
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt610
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0778104
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt179201
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2195
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt36046
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4465
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5305
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6801
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt75552
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt85006
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt9872
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt10684
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt111189
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt122239
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13641
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt146122
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1515705
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt16181648
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt17183
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18144
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt19147
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt20114
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2111755
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2212446
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt232994

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
2019Detailed filing. Detailed filing data is available for this year.$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