Civic Intelligence

Lucy Clair Harris Tr UW FBO Emory University 12333-00-1

990PF • Fiscal year 2020 • EIN 58-6163830

Nov 01, 2019 to Oct 31, 2020 • Filed on Feb 28, 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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$104,681

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

49th percentile

3.7%

Faster asset growth than 49% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$9,243,709

Up $333,130 (+3.7%) from 2019

Net Assets

Up

$9,243,709

Up $333,130 (+3.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin81st percentile

Revenue

Up

$955,390

Up $362,966 (+61%) from 2019

Expenses

Up

$639,007

Up $50,176 (+8.5%) from 2019

Net Income

Up

$316,383

Up $312,790 (+8706%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,221,711Liabilities 2011: $02011Assets 2012: $9,286,302Liabilities 2012: $02012Assets 2013: $9,124,612Liabilities 2013: $02013Assets 2014: $9,709,746Liabilities 2014: $02014Assets 2015: $9,500,046Liabilities 2015: $02015Assets 2018: $8,911,564Liabilities 2018: $0Net Assets 2018: $8,911,5642018Assets 2019: $8,910,579Liabilities 2019: $0Net Assets 2019: $8,910,5792019Assets 2020: $9,243,709Liabilities 2020: $0Net Assets 2020: $9,243,7092020Assets 2021: $10,681,441Liabilities 2021: $0Net Assets 2021: $10,681,4412021Assets 2022: $10,250,747Liabilities 2022: $0Net Assets 2022: $10,250,7472022Assets 2023: $9,289,710Liabilities 2023: $0Net Assets 2023: $9,289,7102023Assets 2024: $9,423,187Liabilities 2024: $0Net Assets 2024: $9,423,1872024

Highlighted filing

2020

Assets$9,243,709
Liabilities$0
Net Assets$9,243,709
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $749,479Expenses 2011: $491,666Net Income 2011: $257,8132011Revenue 2012: $616,177Expenses 2012: $548,029Net Income 2012: $68,1482012Revenue 2013: $359,334Expenses 2013: $532,265Net Income 2013: -$172,9312013Revenue 2014: $1,112,621Expenses 2014: $516,851Net Income 2014: $595,7702014Revenue 2015: $342,413Expenses 2015: $546,061Net Income 2015: -$203,6482015Revenue 2018: $268,459Expenses 2018: $522,620Net Income 2018: -$254,1612018Revenue 2019: $592,424Expenses 2019: $588,831Net Income 2019: $3,5932019Revenue 2020: $955,390Expenses 2020: $639,007Net Income 2020: $316,3832020Revenue 2021: $2,134,520Expenses 2021: $690,962Net Income 2021: $1,443,5582021Revenue 2022: $317,285Expenses 2022: $795,356Net Income 2022: -$478,0712022Revenue 2023: -$190,171Expenses 2023: $746,630Net Income 2023: -$936,8012023Revenue 2024: $903,836Expenses 2024: $770,599Net Income 2024: $133,2372024

Highlighted filing

2020

Revenue$955,390
Expenses$639,007
Net Income$316,383
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Feb 28, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$104,681-$104,681
Filing and Contact Details

Filer

Filer Name
Tw Lucy C Harris Eu
EIN
58-6163830
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-02-28
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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART VIII: INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2863841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2871182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2883568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2891810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt290117418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29135563
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29428734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt295195000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2963992
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2991603
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30130679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3023000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30829890
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3112130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31215220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3132078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3149377
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31634953
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31814280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3191132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32019249
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32211577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32416325
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3263158
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32859597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32912482
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3312250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33212608
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33434873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3352015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3363075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3372038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3382227
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37235572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt031335AM96 FHLMC POOL #G60384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt255261F104 M & T BANK CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3225310101 CREDIT ACCEPTANCE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt436164V305 GCI LIBERTY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5531229607 LIBERTY SIRIUSXM GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt640171V100 GUIDEWIRE SOFTWARE I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7192446102 COGNIZANT TECH SOLUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt926875P101 EOG RESOURCES, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1091324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1111135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1203674XAC0 ANTERO RESOURCES COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1323918KAR9 DAVITA HEALTHCARE PA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14962178AN9 TRI POINTE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1500766TAD2 AECOM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16989194AM7 ZAYO GROUP LLC/ZAYO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17448579102 HYATT HOTELS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18143130102 CARMAX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1925754A201 DOMINOS PIZZA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20Y2573F102 FLEXTRONICS INTL LTD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,243,709
Liabilities
$0
Net assets
$9,243,709
Revenue
$955,390
Expenses
$639,007
Net income
$316,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$0.90$0.77$0.13
2023Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.19$0.75$0.94
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.32$0.80$0.48
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$2.13$0.69$1.44
2020Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$0.96$0.64$0.32
2019Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$0.59$0.59$0.00
2018Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$0.27$0.52$0.25
2015Summary only. Only limited summary data is available for this year.$9.50$0.00$0.34$0.55$0.20
2014Summary only. Only limited summary data is available for this year.$9.71$0.00$1.11$0.52$0.60
2013Summary only. Only limited summary data is available for this year.$9.12$0.00$0.36$0.53$0.17
2012Summary only. Only limited summary data is available for this year.$9.29$0.00$0.62$0.55$0.07
2011Summary only. Only limited summary data is available for this year.$9.22$0.00$0.75$0.49$0.26