Civic Intelligence

Rosemary M Lee and Joseph Kayser Memorial Trust

990PF • Fiscal year 2023 • EIN 59-7074391

Jun 01, 2022 to May 31, 2023 • Filed on Sep 15, 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$46,718

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

54th percentile

3.6%

Faster asset growth than 54% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

101%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,271,293

Up $114,004 (+3.6%) from 2022

Net Assets

Up

$3,271,293

Up $114,004 (+3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin77th percentile

Revenue

Up

$465,994

Up $234,657 (+101%) from 2022

Expenses

Up

$349,697

Up $55,031 (+19%) from 2022

Net Income

Up

$116,297

Up $179,626 (+284%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,973,724Liabilities 2012: $0Net Assets 2012: $2,973,7242012Assets 2013: $3,001,427Liabilities 2013: $02013Assets 2014: $3,136,087Liabilities 2014: $02014Assets 2015: $3,150,851Liabilities 2015: $02015Assets 2016: $2,999,765Liabilities 2016: $02016Assets 2020: $3,272,396Liabilities 2020: $02020Assets 2021: $3,220,705Liabilities 2021: $0Net Assets 2021: $3,220,7052021Assets 2022: $3,157,289Liabilities 2022: $0Net Assets 2022: $3,157,2892022Assets 2023: $3,271,293Liabilities 2023: $0Net Assets 2023: $3,271,2932023Assets 2024: $3,242,837Liabilities 2024: $0Net Assets 2024: $3,242,8372024Assets 2025: $3,568,079Liabilities 2025: $0Net Assets 2025: $3,568,0792025

Highlighted filing

2023

Assets$3,271,293
Liabilities$0
Net Assets$3,271,293
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $210,4132012Revenue 2013: $246,472Expenses 2013: $230,427Net Income 2013: $16,0452013Revenue 2014: $370,330Expenses 2014: $229,662Net Income 2014: $140,6682014Revenue 2015: $242,455Expenses 2015: $227,395Net Income 2015: $15,0602015Revenue 2016: $217,664Expenses 2016: $367,471Net Income 2016: -$149,8072016Revenue 2020: $198,719Expenses 2020: $241,476Net Income 2020: -$42,7572020Revenue 2021: $170,937Expenses 2021: $229,212Net Income 2021: -$58,2752021Revenue 2022: $231,337Expenses 2022: $294,666Net Income 2022: -$63,3292022Revenue 2023: $465,994Expenses 2023: $349,697Net Income 2023: $116,2972023Revenue 2024: $176,946Expenses 2024: $206,619Net Income 2024: -$29,6732024Revenue 2025: $535,414Expenses 2025: $201,168Net Income 2025: $334,2462025

Highlighted filing

2023

Revenue$465,994
Expenses$349,697
Net Income$116,297
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Sep 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$46,718-$46,718
Filing and Contact Details

Filer

Filer Name
Leekayser
EIN
59-7074391
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2023-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34891160509 TORONTO DOMINION BK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3758933Y105 MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3892826C839 VISA INC-CLASS A SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3987612E106 TARGET CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41512807108 LAM RESEARCH CORP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4289151E109 TOTALENERGIES SE -SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4302079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44285512109 ELECTRONIC ARTS INC
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt046718
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0850
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04570
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0349697
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0465994
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044755
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt053697
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232003-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-05-22

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Filings

Displayed year

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

Open filing
Assets
$3,271,293
Liabilities
$0
Net assets
$3,271,293
Revenue
$465,994
Expenses
$349,697
Net income
$116,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.54$0.20$0.33
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.18$0.21$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.47$0.35$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.23$0.29$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.17$0.23$0.06
2020Summary only. Only limited summary data is available for this year.$3.27$0.00$0.20$0.24$0.04
2016Summary only. Only limited summary data is available for this year.$3.00$0.00$0.22$0.37$0.15
2015Summary only. Only limited summary data is available for this year.$3.15$0.00$0.24$0.23$0.02
2014Summary only. Only limited summary data is available for this year.$3.14$0.00$0.37$0.23$0.14
2013Summary only. Only limited summary data is available for this year.$3.00$0.00$0.25$0.23$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.21