Civic Intelligence

Robert E Roberts Charitable Remainder Annuity Trust

990PF • Fiscal year 2020 • EIN 45-0461184

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profile
PO Box 160Devils Lake, ND 58301-0160

(701) 662-5547

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-48%

Higher net margin than 16% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$4,676

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-2.7%

Faster asset growth than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-32%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$402,925

Down $10,993 (-2.7%) from 2019

Net Assets

$402,925

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin16th percentile

Revenue

Down

$22,866

Down $10,573 (-32%) from 2019

Expenses

Up

$33,859

Up $603 (+1.8%) from 2019

Net Income

Down

-$10,993

Down $11,176 (-6107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2011: $458,553Liabilities 2011: $02011Assets 2012: $443,737Liabilities 2012: $02012Assets 2013: $431,459Liabilities 2013: $02013Assets 2014: $433,323Liabilities 2014: $02014Assets 2015: $422,545Liabilities 2015: $02015Assets 2019: $413,918Liabilities 2019: $02019Assets 2020: $402,925Liabilities 2020: $0Net Assets 2020: $402,9252020Assets 2021: $412,741Liabilities 2021: $0Net Assets 2021: $412,7412021Assets 2022: $406,975Liabilities 2022: $0Net Assets 2022: $406,9752022Assets 2023: $400,412Liabilities 2023: $0Net Assets 2023: $400,4122023Assets 2024: $414,301Liabilities 2024: $0Net Assets 2024: $414,3012024

Highlighted filing

2020

Assets$402,925
Liabilities$0
Net Assets$402,925
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $17,673Expenses 2011: $27,352Net Income 2011: -$9,6792011Revenue 2012: $14,995Expenses 2012: $29,811Net Income 2012: -$14,8162012Revenue 2013: $18,221Expenses 2013: $30,499Net Income 2013: -$12,2782013Revenue 2014: $33,816Expenses 2014: $31,952Net Income 2014: $1,8642014Revenue 2015: $21,718Expenses 2015: $32,496Net Income 2015: -$10,7782015Revenue 2019: $33,439Expenses 2019: $33,256Net Income 2019: $1832019Revenue 2020: $22,866Expenses 2020: $33,859Net Income 2020: -$10,9932020Revenue 2021: $45,207Expenses 2021: $35,391Net Income 2021: $9,8162021Revenue 2022: $33,846Expenses 2022: $39,612Net Income 2022: -$5,7662022Revenue 2023: $28,170Expenses 2023: $34,733Net Income 2023: -$6,5632023Revenue 2024: $48,358Expenses 2024: $34,469Net Income 2024: $13,8892024

Highlighted filing

2020

Revenue$22,866
Expenses$33,859
Net Income-$10,993
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,676-$4,676
Filing and Contact Details

Filer

Filer Name
Robert E Roberts CRAT
EIN
45-0461184
Phone
7016625547
Address
PO Box 160, Devils Lake, ND 58301-0160

Signing Officer

Name
Stephanie L Shock
Title
Trust Officer
Phone
7016625547
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Ramsey National Bank & Trust
Address
300 4TH ST, DEVILS LAKE, ND 58301
Preparer
Mark D Flaig CPA
Phone
7016652518
Raw XML Appendix329 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LR Comunity College Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Episcopal Diocese of ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NDSU Development Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UND School of Medicine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01801 College Dr North
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13800 25th St South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 5144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33501 University Ave Stop 8157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Devils Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Fargo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Fargo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Grand Forks
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd058301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd158104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd258105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd358202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027003
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027654
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02541
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02541
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014505
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03924
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02606
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017046
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014440
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0229
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1110
TaxesSchedule/TaxesDetail/Amt0229
TaxesSchedule/TaxesDetail/Amt1110
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0229
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1110
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie L Shock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07016625547
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert E Roberts CRAT
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0450461184
ReturnHeader/Filer/PhoneNum07016625547
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 160
ReturnHeader/Filer/USAddress/CityNm0Devils Lake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd0583010160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ramsey National Bank & Trust
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 4TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEVILS LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd058301
ReturnHeader/PreparerPersonGrp/PhoneNum07016652518
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark D Flaig CPA
ReturnHeader/ReturnTs02021-05-17T08:12:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephanie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shock
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$402,925
Liabilities
$0
Net assets
$402,925
Revenue
$22,866
Expenses
$33,859
Net income
-$10,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.48$0.34$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.28$0.35$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.34$0.40$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.45$0.35$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.23$0.34$0.11
2019Summary only. Only limited summary data is available for this year.$4.14$0.00$0.33$0.33$0.00
2015Summary only. Only limited summary data is available for this year.$4.23$0.00$0.22$0.32$0.11
2014Summary only. Only limited summary data is available for this year.$4.33$0.00$0.34$0.32$0.02
2013Summary only. Only limited summary data is available for this year.$4.31$0.00$0.18$0.30$0.12
2012Summary only. Only limited summary data is available for this year.$4.44$0.00$0.15$0.30$0.15
2011Summary only. Only limited summary data is available for this year.$4.59$0.00$0.18$0.27$0.10