Civic Intelligence

Robert E Roberts Charitable Remainder Annuity Trust

990PF • Fiscal year 2023 • EIN 45-0461184

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 24, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-23%

Higher net margin than 21% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$4,670

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-1.6%

Faster asset growth than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$400,412

Down $6,563 (-1.6%) from 2022

Net Assets

Down

$400,412

Down $6,563 (-1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin21st percentile

Revenue

Down

$28,170

Down $5,676 (-17%) from 2022

Expenses

Down

$34,733

Down $4,879 (-12%) from 2022

Net Income

Down

-$6,563

Down $797 (-14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$400,412
Liabilities$0
Net Assets$400,412
Open 2023 Filing

Operations Trend

Revenue Growth27th 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

2023

Revenue$28,170
Expenses$34,733
Net Income-$6,563
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 24, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST UNITED BANKTrustee-$4,670-$4,670
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLAKE REGION COMMUNITY COLLEGE FOUNDATIONGENERAL GRANTNONEDEVILS LAKE, ND, US$6,976
Paid GrantNDSU DEVELOPMENT FOUNDATIONGENERAL GRANTNONEFARGO, ND, US$6,976
Paid GrantTHE EPISCOPAL DIOCESE OF NORTH DAKOTAGENERAL GRANTNONEFARGO, ND, US$6,976
Paid GrantUNIVERSITY OF NORTH DAKOTA FOUNDATIONGENERAL GRANTNONEGRAND FORKS, ND, US$6,976
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
2024-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Brady Martz & Associates Pc
Address
2257 3RD AVENUE WEST, DICKINSON, ND 58601
Preparer
Oakley Thoeny
Phone
7014836000
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.

Path#Value
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LT PUBLICLY TRADED SECURITIES
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026536
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL GRANT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NDSU DEVELOPMENT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE EPISCOPAL DIOCESE OF NORTH DAKOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF NORTH DAKOTA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01801 COLLEGE DRIVE NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 5144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23600 25TH STREET SOUTH
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/ZIPCd1581055144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd258104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3582028157
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027904
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/AppliedToCurrentYearAmt026536
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016984
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04720
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02724
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031256
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04720
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020123
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015403
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0675
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01350
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0675
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0196
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUNDS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0196
TaxesSchedule/TaxesDetail/Amt0124
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0124
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE SHOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07016625547
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-24
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/AddressLine1Txt02257 3RD AVENUE WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DICKINSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd058601
ReturnHeader/PreparerPersonGrp/PhoneNum07014836000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0OAKLEY THOENY
ReturnHeader/ReturnTs02024-06-26T09:01:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHOCK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,412
Liabilities
$0
Net assets
$400,412
Revenue
$28,170
Expenses
$34,733
Net income
-$6,563
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