Civic Intelligence

Annie Roberts Trust UW

EIN 52-6023574 • Baltimore, MD

210 W Madison StreetBaltimore, MD 21201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,827,336 (-100%) from 2022

Liabilities

Down

$0

Down $17,779 (-100%) from 2022

Net Assets

Down

$0

Down $1,809,557 (-100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin99th percentile

Revenue

Down

$1,087

Down $199,736 (-99%) from 2022

Expenses

Down

$0

Down $150,495 (-100%) from 2022

Net Income

Down

$1,087

Down $49,241 (-98%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,750,319Liabilities 2012: $02012Assets 2014: $1,786,344Liabilities 2014: $0Net Assets 2014: $1,786,3442014Assets 2015: $1,799,460Liabilities 2015: $02015Assets 2020: $1,824,259Liabilities 2020: $33,7522020Assets 2021: $1,791,549Liabilities 2021: $32,320Net Assets 2021: $1,759,2292021Assets 2022: $1,827,336Liabilities 2022: $17,779Net Assets 2022: $1,809,5572022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2012: $45,165Expenses 2012: $150,228Net Income 2012: -$105,0632012Revenue 2014: $109,839Expenses 2014: $18,223Net Income 2014: $91,6162014Revenue 2015: $131,236Expenses 2015: $118,120Net Income 2015: $13,1162015Revenue 2020: $158,535Expenses 2020: $148,897Net Income 2020: $9,6382020Revenue 2021: $134,544Expenses 2021: $165,822Net Income 2021: -$31,2782021Revenue 2022: $200,823Expenses 2022: $150,495Net Income 2022: $50,3282022Revenue 2023: $1,087Expenses 2023: $0Net Income 2023: $1,0872023

Highlighted filing

2023

Revenue$1,087
Expenses$0
Net Income$1,087
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,087
Expenses
$0
Net income
$1,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.02$1.81$0.20$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.03$1.76$0.13$0.17$0.03
2020Summary only. Only limited summary data is available for this year.$1.82$0.03$0.16$0.15$0.01
2015Summary only. Only limited summary data is available for this year.$1.80$0.00$0.13$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.11$0.02$0.09
2012Summary only. Only limited summary data is available for this year.$1.75$0.00$0.05$0.15$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Geoffrey GenthPresident-$0--
David WallaceSecretary-$0--
Elizabeth SeeleyTreasurer-$0--
Haswell FranklinFinance Chair-$0--
Joan Bossman GordonBoard Member-$0--
Diane NewmanBoard Member-$0--
Laura OldhamBoard Member-$0--
Sabrina SchumannBoard Member-$0--
Christine Morgan WallaceGrants Chair-$0--
Onyeka AnaedozieBoard Member-$0--
Anjal AminBoard Member-$0--
Mary A AnagnostBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Annie Roberts Trust UW
EIN
52-6023574
Address
210 W Madison Street, Baltimore, MD 21201

Signing Officer

Name
Geoffrey Genth
Title
President
Phone
4107285545
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Joanna Kouvaras CPA
Address
118 Idlewild Road, Severna Park, MD 21146
Preparer
Joanna Kouvaras
Phone
4103158596
Raw XML Appendix296 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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DissolutionStmt/DissolutionInformationGrp/PersonNm0Egenton Rob
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0Per Resolution, assets of Annie Roberts Trust U/W has been merged into Egenton Roberts Foundation
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Geoffrey Genth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David Wallace
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Elizabeth Seeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Haswell Franklin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Joan Bossman Gordon
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Laura Oldham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Sabrina Schumann
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Christine Morgan Wallace
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Onyeka Anaedozie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Anjal Amin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Mary A Anagnost
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Board Member
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10Board Member
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Elizabeth Seeley
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt024 E Seminary Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lutherville Timonium
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0121234
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0133861
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01810644
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Foundation merger
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Geoffrey Genth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04107285545
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Annie Roberts Trust UW
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0526023574
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 W Madison Street
ReturnHeader/Filer/USAddress/CityNm0Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joanna Kouvaras CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0118 Idlewild Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Severna Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021146
ReturnHeader/PreparerPersonGrp/PhoneNum04103158596
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joanna Kouvaras
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T13:35:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Geoffrey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Genth
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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