Civic Intelligence

Geschick Mary W Charitable Tr

990PF • Fiscal year 2017 • EIN 46-4254341

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(855) 241-6645

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

32nd percentile

-1.7%

Higher net margin than 32% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$79,887

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

35th percentile

-0.1%

Faster asset growth than 35% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-18%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,101,425

Down $7,606 (-0.1%) from 2016

Net Assets

Down

$7,101,425

Down $7,606 (-0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin32nd percentile

Revenue

Down

$363,818

Down $82,149 (-18%) from 2016

Expenses

Down

$370,149

Down $10,498 (-2.8%) from 2016

Net Income

Down

-$6,331

Down $71,651 (-110%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $7,179,847Liabilities 2013: $02013Assets 2014: $7,160,826Liabilities 2014: $02014Assets 2015: $7,050,403Liabilities 2015: $0Net Assets 2015: $7,050,4032015Assets 2016: $7,109,031Liabilities 2016: $0Net Assets 2016: $7,109,0312016Assets 2017: $7,101,425Liabilities 2017: $0Net Assets 2017: $7,101,4252017Assets 2018: $7,325,395Liabilities 2018: $0Net Assets 2018: $7,325,3952018Assets 2019: $7,103,775Liabilities 2019: $0Net Assets 2019: $7,103,7752019Assets 2020: $7,124,048Liabilities 2020: $0Net Assets 2020: $7,124,0482020Assets 2021: $7,621,526Liabilities 2021: $0Net Assets 2021: $7,621,5262021Assets 2022: $7,365,288Liabilities 2022: $0Net Assets 2022: $7,365,2882022Assets 2023: $7,338,347Liabilities 2023: $0Net Assets 2023: $7,338,3472023Assets 2024: $7,340,992Liabilities 2024: $0Net Assets 2024: $7,340,9922024

Highlighted filing

2017

Assets$7,101,425
Liabilities$0
Net Assets$7,101,425
Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

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

$10M$5.0M$0-$5.0MRevenue 2013: $8,560,682Expenses 2013: $451,603Net Income 2013: $8,109,0792013Revenue 2014: $412,380Expenses 2014: $415,951Net Income 2014: -$3,5712014Revenue 2015: $261,538Expenses 2015: $385,943Net Income 2015: -$124,4052015Revenue 2016: $445,967Expenses 2016: $380,647Net Income 2016: $65,3202016Revenue 2017: $363,818Expenses 2017: $370,149Net Income 2017: -$6,3312017Revenue 2018: $590,861Expenses 2018: $389,534Net Income 2018: $201,3272018Revenue 2019: $279,834Expenses 2019: $485,871Net Income 2019: -$206,0372019Revenue 2020: $498,599Expenses 2020: $472,801Net Income 2020: $25,7982020Revenue 2021: $982,384Expenses 2021: $484,510Net Income 2021: $497,8742021Revenue 2022: $297,688Expenses 2022: $555,212Net Income 2022: -$257,5242022Revenue 2023: $469,710Expenses 2023: $494,610Net Income 2023: -$24,9002023Revenue 2024: $508,407Expenses 2024: $514,956Net Income 2024: -$6,5492024

Highlighted filing

2017

Revenue$363,818
Expenses$370,149
Net Income-$6,331
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$79,887-$79,887
Filing and Contact Details

Filer

Filer Name
Geschick Mary W Charitable Tr
EIN
46-4254341
Phone
8552416645
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8552416645
Signed
2018-04-27
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/CategoryOrItemTxt4577958B402 T ROWE PRICE INST FL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46683974604 OPPENHEIMER DEVELOPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt473135G0ZR7 FED NATL MTG ASSN 2.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48912828N30 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49913017BV0 UNITED TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50912828NT3 US TREASURY NOTE 2.6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52589509207 MERGER FUND-INST #30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5304314H600 ARTISAN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54277923728 EATON VANCE GLOBAL M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5585917K546 STERLING CAPITAL STR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5600203H859 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5774925K581 ROBECO BP LNG/SHRT R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5959156RBH0 METLIFE INC 3.600% 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60031162AZ3 AMGEN INC 5.700% 2/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt613137EACA5 FED HOME LN MTG CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62887317AF2 TIME WARNER INC 4.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6366989HAJ7 NOVARTIS CAPITAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6461746BEA0 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6546625HHU7 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6692343VBR4 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67008252108 AFFILIATED MANAGERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7009258N505 BLACKROCK GL L/S CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7178463X863 SPDR DJ WILSHIRE INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7238148LAE6 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7394973VAS6 WELLPOINT INC 4.350%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7436962G5J9 GENERAL ELEC CAP COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76806857108 SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78256206103 DODGE & COX INT'L ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7963872T885 ASG GLOBAL ALTERNATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80172967LQ2 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81166751AJ6 CHEVRON CORP 4.950%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82260543CF8 DOW CHEMICAL CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83742718DY2 PROCTER & GAMBLE CO/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8425243Q205 DIAGEO PLC - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86693475105 PNC FINANCIAL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8858155Q103 MCKESSON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89867224107 SUNCOR ENERGY INC NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90922908553 VANGUARD REIT VIPER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt914812C0803 JPMORGAN HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92494550AY2 KINDER MORGAN ENER 5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9489151E109 TOTAL FINA ELF S.A.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95911312106 UNITED PARCEL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt078263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt142316
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt832253
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1025710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1139150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1251490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1325432
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4915279
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Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,101,425
Liabilities
$0
Net assets
$7,101,425
Revenue
$363,818
Expenses
$370,149
Net income
-$6,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.51$0.51$0.01
2023Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.47$0.49$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.30$0.56$0.26
2021Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.98$0.48$0.50
2020Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.50$0.47$0.03
2019Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.28$0.49$0.21
2018Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.59$0.39$0.20
2017Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.36$0.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.45$0.38$0.07
2015Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.26$0.39$0.12
2014Summary only. Only limited summary data is available for this year.$7.16$0.00$0.41$0.42$0.00
2013Summary only. Only limited summary data is available for this year.$7.18$0.00$8.56$0.45$8.11