Civic Intelligence

Robert E Roberts Charitable Remainder Annuity Trust

990PF • Fiscal year 2022 • EIN 45-0461184

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
300 4th Street NEDevils Lake, ND 58301

(701) 662-5547

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

23rd percentile

-17%

Higher net margin than 23% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$5,010

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-1.4%

Faster asset growth than 46% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-25%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$406,975

Down $5,766 (-1.4%) from 2021

Net Assets

Down

$406,975

Down $5,766 (-1.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin23rd percentile

Revenue

Down

$33,846

Down $11,361 (-25%) from 2021

Expenses

Up

$39,612

Up $4,221 (+12%) from 2021

Net Income

Down

-$5,766

Down $15,582 (-159%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2022

Assets$406,975
Liabilities$0
Net Assets$406,975
Open 2022 Filing

Operations Trend

Revenue Growth22nd 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

2022

Revenue$33,846
Expenses$39,612
Net Income-$5,766
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST UNITED BANKTrustee-$5,010-$5,010
Filing and Contact Details

Filer

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

Signing Officer

Name
Stephanie Shock
Title
Trust Officer
Phone
7016625547
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Brady Martz & Associates Pc
Address
PO BOX 848, MINOT, ND 58702-0848
Preparer
Megan Awalt CPA
Phone
7018520196
Raw XML Appendix339 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/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/ZIPCd1581055144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd258104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3582028157
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031330
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/AppliedToCurrentYearAmt027904
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02112
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02112
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015403
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03139
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034835
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06931
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017515
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010584
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/AdjustedNetIncomeAmt0578
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt194
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2600
TaxesSchedule/TaxesDetail/Amt0578
TaxesSchedule/TaxesDetail/Amt194
TaxesSchedule/TaxesDetail/Amt2600
TaxesSchedule/TaxesDetail/CategoryTxt02021 EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt22022 ESTIMATED EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0578
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt194
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2600
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE SHOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07016625547
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT E ROBERTS CRAT
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0450461184
ReturnHeader/Filer/PhoneNum07016625547
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 4TH STREET NE
ReturnHeader/Filer/USAddress/CityNm0DEVILS LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd058301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN AWALT CPA
ReturnHeader/ReturnTs02023-05-15T16:21:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHOCK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$406,975
Liabilities
$0
Net assets
$406,975
Revenue
$33,846
Expenses
$39,612
Net income
-$5,766
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