Civic Intelligence

Paul Beer Trust Under Will

990PF • Fiscal year 2020 • EIN 42-6215149

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

Organization Profile
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

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

3rd percentile

-222%

Higher net margin than 3% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

35th percentile

$87,485

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 33.8% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

12th percentile

-5.1%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,680,728

Down $576,619 (-5.1%) from 2019

Net Assets

Down

$10,680,728

Down $576,619 (-5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Down

$259,206

Down $181,973 (-41%) from 2019

Expenses

Down

$833,640

Down $17,145 (-2.0%) from 2019

Net Income

Down

-$574,434

Down $164,828 (-40%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $10,845,424Liabilities 2011: $02011Assets 2012: $10,730,179Liabilities 2012: $02012Assets 2013: $10,727,666Liabilities 2013: $02013Assets 2014: $10,787,491Liabilities 2014: $02014Assets 2015: $10,897,486Liabilities 2015: $02015Assets 2018: $11,683,567Liabilities 2018: $0Net Assets 2018: $11,683,5672018Assets 2019: $11,257,347Liabilities 2019: $0Net Assets 2019: $11,257,3472019Assets 2020: $10,680,728Liabilities 2020: $0Net Assets 2020: $10,680,7282020Assets 2021: $11,183,601Liabilities 2021: $0Net Assets 2021: $11,183,6012021Assets 2022: $14,831,093Liabilities 2022: $0Net Assets 2022: $14,831,0932022Assets 2023: $15,064,522Liabilities 2023: $0Net Assets 2023: $15,064,5222023Assets 2024: $14,889,288Liabilities 2024: $0Net Assets 2024: $14,889,2882024

Highlighted filing

2020

Assets$10,680,728
Liabilities$0
Net Assets$10,680,728
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $466,726Expenses 2011: $776,187Net Income 2011: -$309,4612011Revenue 2012: $791,599Expenses 2012: $641,277Net Income 2012: $150,3222012Revenue 2013: $711,058Expenses 2013: $723,895Net Income 2013: -$12,8372013Revenue 2014: $583,650Expenses 2014: $463,113Net Income 2014: $120,5372014Revenue 2015: $807,432Expenses 2015: $701,331Net Income 2015: $106,1012015Revenue 2018: $1,140,315Expenses 2018: $837,662Net Income 2018: $302,6532018Revenue 2019: $441,179Expenses 2019: $850,785Net Income 2019: -$409,6062019Revenue 2020: $259,206Expenses 2020: $833,640Net Income 2020: -$574,4342020Revenue 2021: $1,365,309Expenses 2021: $870,656Net Income 2021: $494,6532021Revenue 2022: $4,874,564Expenses 2022: $1,232,368Net Income 2022: $3,642,1962022Revenue 2023: $1,014,578Expenses 2023: $744,361Net Income 2023: $270,2172023Revenue 2024: $845,437Expenses 2024: $973,046Net Income 2024: -$127,6092024

Highlighted filing

2020

Revenue$259,206
Expenses$833,640
Net Income-$574,434
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$87,485-$87,485
Filing and Contact Details

Filer

Filer Name
Beer Paul Tw
EIN
42-6215149
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-05-04
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2500203H859 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2664128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt273138WGKY9 FNMA POOL #AS6610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28912810QQ4 US TREASURY BOND 4.3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt293140E7FH8 FNMA POOL #BA2867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3031398E5C4 FED HOME LN MTG CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31912828VS6 US TREASURY NOTE 2.6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34913017109 UNITED TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35464287648 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3603875R205 ARBITRAGE FUND CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3763872T885 ALPHA SIMPLX GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3874925K581 BOSTON P LNG/SHRT RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3987234N765 TCW EMRG MKTS INCM-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt403138MRBF7 FNMA POOL #AQ9037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4113034PYN1 CALIFORNIA ST HSG FI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4225243Q205 DIAGEO PLC - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4387612E106 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4491324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45G1151C101 ACCENTURE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt463138WFRH1 FNMA POOL #AS5887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4714040HAY1 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4838378BWQ8 GOVT NATL MTG ASSN 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49912810RD2 US TREASURY BOND 3.7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50278865100 ECOLAB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51478160104 JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5249446R109 KIMCO RLTY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5430231G102 EXXON MOBIL CORPORAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55902641646 E-TRACS ALERIAN MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57517834107 LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5878463X863 SPDR DJ WILSHIRE INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5991159HHS2 US BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6031371NU86 FNMA POOL 257207 6.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6131371PCG3 FNMA POOL 257571 4.5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt623138AXFM8 FNMA POOL #AJ5571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63912828QN3 U S TREASURY NT 3.12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6431407EHX4 FNMA POOL 828346 5.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65464287630 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6646625H100 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6709260C703 BLACKROCK GL L/S CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68003021714 ABERDEEN EMERG MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69464287499 ISHARES TR RUSSELL M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70844741BD9 SOUTHWEST AIRLINES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7117275RBD3 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7261945CAC7 MOSAIC CO 4.250% 11/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73097023105 BOEING COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74126650100 CVS/CAREMARK CORPORA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7517275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7674256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77742537236 PRINCIPAL GL MULT ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7978467Y107 SPDR S&P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8002079K107 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81922042858 VANGUARD FTSE EMERGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8289417E109 TRAVELERS COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83637417AM8 NATIONAL RETAIL PROP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84912828L65 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8592826CAF9 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt863131XLS81 FHLMC POOL #ZL5043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt873140GS6N7 FNMA POOL #BH4476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8874256W626 PRINCIPAL HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8931329NJ74 FHLMC POOL #ZA4786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt903132A22M3 FHLMC POOL #ZS2580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9131334YYP6 FHLMC POOL #QA2518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92548661DN4 LOWE'S COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93557492485 MADISON MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9431339SVW2 FHLMC POOL #QA3329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9500143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96298706110 AMER FNDS EUROPAC GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9791324PAR3 UNITED HEALTHCARE GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98912828VZ0 US TREASURY NOTE 2.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99375558AW3 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10031339UZT0 FHLMC POOL #QA4354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101GTY995331 AGILITY MULTI-ASSET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1023132A02K1 FHLMC POOL #ZS0778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1033131XJQY1 FHLMC POOL #ZL3171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10431326SAV2 FHLMC POOL #ZT0000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10527831R108 EV GLBL MACR ABS RTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1063140KEBP2 FNMA POOL #BP6345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10746647B404 JPMORGAN MID CAP VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10890274D382 ETRACS ALERIAN INFRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10974440Y884 PGIM HIGH YIELD-Q 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt229920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4218376
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt663957
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt835655
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1237974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1342824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14345474
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,680,728
Liabilities
$0
Net assets
$10,680,728
Revenue
$259,206
Expenses
$833,640
Net income
-$574,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.85$0.97$0.13
2023Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$1.01$0.74$0.27
2022Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$4.87$1.23$3.64
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.37$0.87$0.49
2020Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.26$0.83$0.57
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.44$0.85$0.41
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.14$0.84$0.30
2015Summary only. Only limited summary data is available for this year.$10.9$0.00$0.81$0.70$0.11
2014Summary only. Only limited summary data is available for this year.$10.8$0.00$0.58$0.46$0.12
2013Summary only. Only limited summary data is available for this year.$10.7$0.00$0.71$0.72$0.01
2012Summary only. Only limited summary data is available for this year.$10.7$0.00$0.79$0.64$0.15
2011Summary only. Only limited summary data is available for this year.$10.8$0.00$0.47$0.78$0.31