Civic Intelligence

William Neal Reynolds Residuary Trust Dtd

990PF • Fiscal year 2017 • EIN 56-6036636

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 13, 2018

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

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

5th percentile

0.00x

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

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

33rd percentile

$258,785

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

26th percentile

1.0%

Faster asset growth than 26% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2015 to 2017

Revenue Growth

97th percentile

205%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$149,021,814

Up $3,004,024 (+2.1%) from 2015

Net Assets

$149,021,814

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin74th percentile

Revenue

Up

$13,967,653

Up $12,470,367 (+833%) from 2015

Expenses

Down

$11,803,312

Down $409,449 (-3.4%) from 2015

Net Income

Up

$2,164,341

Up $12,879,816 (+120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$200M$150M$100M$50M$0Assets 2015: $146,017,790Liabilities 2015: $02015Assets 2017: $149,021,814Liabilities 2017: $0Net Assets 2017: $149,021,8142017Assets 2019: $149,130,101Liabilities 2019: $02019Assets 2020: $144,351,304Liabilities 2020: $0Net Assets 2020: $144,351,3042020Assets 2021: $153,008,234Liabilities 2021: $0Net Assets 2021: $153,008,2342021Assets 2022: $157,627,467Liabilities 2022: $0Net Assets 2022: $157,627,4672022Assets 2023: $163,534,749Liabilities 2023: $0Net Assets 2023: $163,534,7492023Assets 2024: $166,528,763Liabilities 2024: $0Net Assets 2024: $166,528,7632024

Highlighted filing

2017

Assets$149,021,814
Liabilities$0
Net Assets$149,021,814
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$30M$20M$10M$0-$10M-$20MRevenue 2015: $1,497,286Expenses 2015: $12,212,761Net Income 2015: -$10,715,4752015Revenue 2017: $13,967,653Expenses 2017: $11,803,312Net Income 2017: $2,164,3412017Revenue 2019: $11,049,145Expenses 2019: $13,812,807Net Income 2019: -$2,763,6622019Revenue 2020: $24,863,369Expenses 2020: $13,685,044Net Income 2020: $11,178,3252020Revenue 2021: $7,259,404Expenses 2021: $14,376,923Net Income 2021: -$7,117,5192021Revenue 2022: $22,750,494Expenses 2022: $18,132,426Net Income 2022: $4,618,0682022Revenue 2023: $21,576,805Expenses 2023: $15,654,195Net Income 2023: $5,922,6102023Revenue 2024: $18,265,953Expenses 2024: $15,262,823Net Income 2024: $3,003,1302024

Highlighted filing

2017

Revenue$13,967,653
Expenses$11,803,312
Net Income$2,164,341
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bank NACo-Trustee-$258,785-$258,785
Stephen L NealCo-TrusteeFT$90,575-$90,575
John O McNairyCo-TrusteeFT$90,575-$90,575
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantZ SMITH REYNOLDS FOUNDATIONGENERAL SUPPORTPFWINSTON SALEM, NC, US$11,085,852
Filing and Contact Details

Filer

Filer Name
Tw W N Reynolds Residuary Trust
EIN
56-6036636
Phone
8003523705
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2018-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 748 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0Z Smith Reynolds Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt03/22/2018
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt011085852
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02017-12-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0The grantee reported the funds in the amount of $11,085,852 were used for charitable purposes in the state of North Carolina.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0The Foundation has no reason to doubt the accuracy of information supplied; no independent verification was undertaken
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05264883
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08702770
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt013967653
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt013967653
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08702770
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt043993
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0395941
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0439935
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011085852
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011085852
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05222848
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05264883
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02164341
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019311480
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08702770
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013426117
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0103110
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0277075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011129845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0499501
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011803312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013925618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013967653
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt043993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0499501
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0717460
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00

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Filings

Displayed year

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

Open filing
Assets
$149,021,814
Liabilities
$0
Net assets
$149,021,814
Revenue
$13,967,653
Expenses
$11,803,312
Net income
$2,164,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$167$0.00$167$18.3$15.3$3.00
2023Detailed filing. Detailed filing data is available for this year.$164$0.00$164$21.6$15.7$5.92
2022Detailed filing. Detailed filing data is available for this year.$158$0.00$158$22.8$18.1$4.62
2021Detailed filing. Detailed filing data is available for this year.$153$0.00$153$7.26$14.4$7.12
2020Detailed filing. Detailed filing data is available for this year.$144$0.00$144$24.9$13.7$11.2
2019Summary only. Only limited summary data is available for this year.$149$0.00$11.0$13.8$2.76
2017Detailed filing. Detailed filing data is available for this year.$149$0.00$149$14.0$11.8$2.16
2015Summary only. Only limited summary data is available for this year.$146$0.00$1.50$12.2$10.7