Civic Intelligence

Robert E Roberts Charitable Remainder Annuity Trust

990PF • Fiscal year 2021 • EIN 45-0461184

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 27, 2022

Organization Profile
300 4th StreetDevils Lake, ND 58301

(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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

66th percentile

22%

Higher net margin than 66% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$5,413

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

2.4%

Faster asset growth than 48% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

98%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$412,741

Up $9,816 (+2.4%) from 2020

Net Assets

Up

$412,741

Up $9,816 (+2.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin66th percentile

Revenue

Up

$45,207

Up $22,341 (+98%) from 2020

Expenses

Up

$35,391

Up $1,532 (+4.5%) from 2020

Net Income

Up

$9,816

Up $20,809 (+189%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2021

Assets$412,741
Liabilities$0
Net Assets$412,741
Open 2021 Filing

Operations Trend

Revenue Growth84th 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

2021

Revenue$45,207
Expenses$35,391
Net Income$9,816
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAMSEY NATIONAL BANKTrustee-$5,413-$5,413
Filing and Contact Details

Filer

Filer Name
Robert E Roberts Crat
EIN
45-0461184
Phone
7016625547
Address
300 4TH STREET, DEVILS LAKE, ND 58301

Signing Officer

Name
Stephanie Shock
Title
Trust Officer
Phone
7016625547
Signed
2022-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Brady Martz & Associates Pc
Address
PO BOX 848, MINOT, ND 58702-0848
Preparer
David a Blikre CPA
Phone
7018520196
Raw XML Appendix336 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/RecipientUSAddress/AddressLine1Txt13600 25TH STREET SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 5144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33501 UNIVERSITY AVENUE STOP 8157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DEVILS LAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GRAND FORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd058301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd158104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2581055144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3582028157
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027654
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031330
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03924
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03924
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010584
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02112
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031333
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014508
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014505
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0675
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01350
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0675
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0268
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1112
TaxesSchedule/TaxesDetail/Amt0268
TaxesSchedule/TaxesDetail/Amt1112
TaxesSchedule/TaxesDetail/CategoryTxt02020 EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0268
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1112
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE SHOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07016625547
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT E ROBERTS CRAT
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0450461184
ReturnHeader/Filer/PhoneNum07016625547
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 4TH STREET
ReturnHeader/Filer/USAddress/CityNm0DEVILS LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd058301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450310328
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADY MARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 848
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINOT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0587020848
ReturnHeader/PreparerPersonGrp/PhoneNum07018520196
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A BLIKRE CPA
ReturnHeader/ReturnTs02022-05-11T11:36:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHOCK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,741
Liabilities
$0
Net assets
$412,741
Revenue
$45,207
Expenses
$35,391
Net income
$9,816
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