Civic Intelligence

Carsten E Jantzen Charitable 501 C3 Trust

990PF • Fiscal year 2021 • EIN 57-6163833

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 02, 2021

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

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

79th percentile

43%

Higher net margin than 79% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$34,854

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

46th percentile

5.6%

Faster asset growth than 46% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

257%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,058,140

Up $109,578 (+5.6%) from 2020

Net Assets

Up

$2,058,140

Up $109,578 (+5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin79th percentile

Revenue

Up

$254,628

Up $183,295 (+257%) from 2020

Expenses

Up

$145,041

Up $901 (+0.6%) from 2020

Net Income

Up

$109,587

Up $182,394 (+251%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,846,832Liabilities 2012: $0Net Assets 2012: $1,846,8322012Assets 2013: $1,788,189Liabilities 2013: $0Net Assets 2013: $1,788,1892013Assets 2014: $1,980,025Liabilities 2014: $0Net Assets 2014: $1,980,0252014Assets 2015: $2,298,945Liabilities 2015: $0Net Assets 2015: $2,298,9452015Assets 2016: $2,174,273Liabilities 2016: $0Net Assets 2016: $2,174,2732016Assets 2019: $2,021,821Liabilities 2019: $0Net Assets 2019: $2,021,8212019Assets 2020: $1,948,562Liabilities 2020: $0Net Assets 2020: $1,948,5622020Assets 2021: $2,058,140Liabilities 2021: $0Net Assets 2021: $2,058,1402021Assets 2022: $2,066,176Liabilities 2022: $0Net Assets 2022: $2,066,1762022Assets 2023: $1,974,524Liabilities 2023: $0Net Assets 2023: $1,974,5242023Assets 2024: $1,960,215Liabilities 2024: $0Net Assets 2024: $1,960,2152024Assets 2025: $1,941,782Liabilities 2025: $0Net Assets 2025: $1,941,7822025

Highlighted filing

2021

Assets$2,058,140
Liabilities$0
Net Assets$2,058,140
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $125,7472012Expenses 2013: $121,3772013Revenue 2014: $318,328Expenses 2014: $125,689Net Income 2014: $192,6392014Revenue 2015: $470,034Expenses 2015: $151,819Net Income 2015: $318,2152015Revenue 2016: $19,381Expenses 2016: $144,357Net Income 2016: -$124,9762016Revenue 2019: $129,096Expenses 2019: $143,622Net Income 2019: -$14,5262019Revenue 2020: $71,333Expenses 2020: $144,140Net Income 2020: -$72,8072020Revenue 2021: $254,628Expenses 2021: $145,041Net Income 2021: $109,5872021Revenue 2022: $165,662Expenses 2022: $157,831Net Income 2022: $7,8312022Revenue 2023: $58,429Expenses 2023: $150,305Net Income 2023: -$91,8762023Revenue 2024: $137,609Expenses 2024: $151,516Net Income 2024: -$13,9072024Revenue 2025: $131,290Expenses 2025: $149,530Net Income 2025: -$18,2402025

Highlighted filing

2021

Revenue$254,628
Expenses$145,041
Net Income$109,587
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$34,854-$34,854
Filing and Contact Details

Filer

Filer Name
Carsten E Jantzen Charitable Trust
EIN
57-6163833
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50172967424 CITIGROUP INC.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54097023105 BOEING CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5889151E109 TOTAL S.A. - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59405217100 HAIN CELESTIAL GROUP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63592905764 METROPOLITAN WEST T/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6400888Y508 INV BALANCE RISK COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65512807108 LAM RESEARCH CORP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6600206R102 AT & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6746434G103 ISHARES CORE MSCI EM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80871829107 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8109857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8289155T649 TOUCHSTONE MID CAP-I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8509260D107 BLACKSTONE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8689609H704 TRIBUTARY SMALL CO-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8792826C839 VISA INC-CLASS A SHR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88922908629 VANGUARD MIDCAP VIPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8911135F101 BROADCOM INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91H2906T109 GARMIN LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9389154Q562 TOUCHSTONE SANDS EM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95872365713 TCW EMRG MRKTS INC-P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96722005667 PIMCO COMMODITY REAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97693390841 PIMCO HIGH YIELD FD-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt053102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1185470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2128506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt352943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4132473
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5102055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6185291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7133618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8161115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9160703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1076637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1154652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12105376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1353280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1452940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt067615
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0186847
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0254628
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01187
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01187
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt031369
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt034854
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0108000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0108000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt067615
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt067615
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0109587
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0981
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0112672
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0145041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0254462
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0254628
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04672
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032369
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt037041
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-02-20

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,058,140
Liabilities
$0
Net assets
$2,058,140
Revenue
$254,628
Expenses
$145,041
Net income
$109,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.13$0.15$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.06$0.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.17$0.16$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.25$0.15$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.07$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.13$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.02$0.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.47$0.15$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.32$0.13$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.13