Civic Intelligence

Sheila Navarre Enos Charitable Foundation Trust

990PF • Fiscal year 2022 • EIN 47-1446013

Jan 01, 2022 to Dec 31, 2022 • Filed on May 25, 2023

3503 N Campbell AvenueTucson, AZ 85719

(520) 321-9700

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

14th percentile

-40%

Higher net margin than 14% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

62nd percentile

$8,674

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

10th percentile

-19%

Faster asset growth than 10% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

28th percentile

-13%

Faster revenue growth than 28% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$548,218

Down $129,477 (-19%) from 2021

Net Assets

Down

$548,218

Down $109,274 (-17%) from 2021

Liabilities

Down

$0

Down $20,203 (-100%) from 2021

Revenue

Down

$38,448

Down $5,784 (-13%) from 2021

Expenses

Up

$53,752

Up $5,962 (+12%) from 2021

Net Income

Down

-$15,304

Down $11,746 (-330%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $648,856Liabilities 2014: $0Net Assets 2014: $648,8562014Assets 2015: $615,424Liabilities 2015: $0Net Assets 2015: $615,4242015Assets 2016: $620,305Liabilities 2016: $0Net Assets 2016: $620,3052016Assets 2017: $662,376Liabilities 2017: $0Net Assets 2017: $662,3762017Assets 2018: $603,578Liabilities 2018: $0Net Assets 2018: $603,5782018Assets 2019: $654,767Liabilities 2019: $0Net Assets 2019: $654,7672019Assets 2020: $661,538Liabilities 2020: $30,449Net Assets 2020: $631,0892020Assets 2021: $677,695Liabilities 2021: $20,203Net Assets 2021: $657,4922021Assets 2022: $548,218Liabilities 2022: $0Net Assets 2022: $548,2182022Assets 2023: $544,972Liabilities 2023: $0Net Assets 2023: $544,9722023Assets 2024: $548,942Liabilities 2024: $0Net Assets 2024: $548,9422024

Highlighted filing

2022

Assets$548,218
Liabilities$0
Net Assets$548,218

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $671,264Expenses 2014: $7,678Net Income 2014: $663,5862014Revenue 2015: $22,007Expenses 2015: $33,461Net Income 2015: -$11,4542015Revenue 2016: $19,256Expenses 2016: $32,855Net Income 2016: -$13,5992016Revenue 2017: $33,577Expenses 2017: $42,551Net Income 2017: -$8,9742017Revenue 2018: $63,184Expenses 2018: $46,882Net Income 2018: $16,3022018Revenue 2019: $28,525Expenses 2019: $52,292Net Income 2019: -$23,7672019Revenue 2020: $10,036Expenses 2020: $51,870Net Income 2020: -$41,8342020Revenue 2021: $44,232Expenses 2021: $47,790Net Income 2021: -$3,5582021Revenue 2022: $38,448Expenses 2022: $53,752Net Income 2022: -$15,3042022Revenue 2023: $20,304Expenses 2023: $47,887Net Income 2023: -$27,5832023Revenue 2024: $25,995Expenses 2024: $45,840Net Income 2024: -$19,8452024

Highlighted filing

2022

Revenue$38,448
Expenses$53,752
Net Income-$15,304
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 25, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,674-$8,674
Filing and Contact Details

Filer

Filer Name
Sheila Navarre Enos Charitable
EIN
47-1446013
Phone
5203219700
Address
3503 N CAMPBELL AVENUE, TUCSON, AZ 85719

Signing Officer

Name
Bogutz Gordon Pc
Title
Trustee
Phone
5203219700
Signed
2023-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Busby Sanford Brady Cpas Plc
Address
2055 N KOLB RD STE 101, TUCSON, AZ 85715
Preparer
A Jay Busby Jr CPA
Phone
5207332530
Raw XML Appendix254 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/DistributableAmountGrp/DistributableAsAdjustedAmt029246
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029246
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029246
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029527
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0281
IRS990PF/DistributableAmountGrp/TotalTaxAmt0281
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt032074
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CREATION, ADMINISTRATION, MAINTENANC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LITTLE TRAVERSE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARI
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032073
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt093970
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06638
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt020203
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BANK OVERDRAFT
TaxesSchedule/TaxesDetail/Amt0368
TaxesSchedule/TaxesDetail/Amt1730
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0368
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BOGUTZ GORDON PC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05203219700
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEILA NAVARRE ENOS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEI
ReturnHeader/Filer/EIN0471446013
ReturnHeader/Filer/PhoneNum05203219700
ReturnHeader/Filer/USAddress/AddressLine1Txt03503 N CAMPBELL AVENUE
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085719
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860744625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSBY SANFORD BRADY CPAS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02055 N KOLB RD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085715
ReturnHeader/PreparerPersonGrp/PhoneNum05207332530
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0A JAY BUSBY JR CPA
ReturnHeader/ReturnTs02023-06-13T13:51:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LANCASTER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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