Civic Intelligence

Arthur H Lee Charitable Tr

990PF • Fiscal year 2024 • EIN 63-6110715

May 01, 2023 to Apr 30, 2024 • Filed on Aug 05, 2024

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$16,918

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

38th percentile

-0.0%

Faster asset growth than 38% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

40%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,023,723

Down $133 (-0.0%) from 2023

Net Assets

Down

$1,023,723

Down $133 (-0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin39th percentile

Revenue

Up

$72,560

Up $20,881 (+40%) from 2023

Expenses

Down

$72,538

Down $8,716 (-11%) from 2023

Net Income

Up

$22

Up $29,597 (+100%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,103,203Liabilities 2012: $12012Assets 2013: $1,089,325Liabilities 2013: $02013Assets 2014: $1,090,871Liabilities 2014: $02014Assets 2015: $1,081,673Liabilities 2015: $02015Assets 2016: $1,066,914Liabilities 2016: $02016Assets 2020: $978,650Liabilities 2020: $0Net Assets 2020: $978,6502020Assets 2021: $1,024,595Liabilities 2021: $0Net Assets 2021: $1,024,5952021Assets 2022: $1,053,367Liabilities 2022: $0Net Assets 2022: $1,053,3672022Assets 2023: $1,023,856Liabilities 2023: $0Net Assets 2023: $1,023,8562023Assets 2024: $1,023,723Liabilities 2024: $0Net Assets 2024: $1,023,7232024Assets 2025: $1,028,635Liabilities 2025: $0Net Assets 2025: $1,028,6352025

Highlighted filing

2024

Assets$1,023,723
Liabilities$0
Net Assets$1,023,723
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $28,143Expenses 2012: $67,223Net Income 2012: -$39,0802012Revenue 2013: $52,823Expenses 2013: $66,843Net Income 2013: -$14,0202013Revenue 2014: $68,865Expenses 2014: $67,425Net Income 2014: $1,4402014Revenue 2015: $54,680Expenses 2015: $64,210Net Income 2015: -$9,5302015Revenue 2016: $49,103Expenses 2016: $64,264Net Income 2016: -$15,1612016Revenue 2020: $42,151Expenses 2020: $70,518Net Income 2020: -$28,3672020Revenue 2021: $116,805Expenses 2021: $70,700Net Income 2021: $46,1052021Revenue 2022: $103,839Expenses 2022: $75,209Net Income 2022: $28,6302022Revenue 2023: $51,679Expenses 2023: $81,254Net Income 2023: -$29,5752023Revenue 2024: $72,560Expenses 2024: $72,538Net Income 2024: $222024Revenue 2025: $77,363Expenses 2025: $73,704Net Income 2025: $3,6592025

Highlighted filing

2024

Revenue$72,560
Expenses$72,538
Net Income$22
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Aug 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$16,918-$16,918
Filing and Contact Details

Filer

Filer Name
Lee Arthur Ct
EIN
63-6110715
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2024-08-05
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5578463X863 SPDR DJ WILSHIRE INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56192446102 COGNIZANT TECH SOLUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5725243Q205 DIAGEO PLC - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5956501R106 MANULIFE FINANCIAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6009247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61867224107 SUNCOR ENERGY INC NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62779919307 T ROWE PR REAL ESTAT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65803431410 JAMES ALPHA GL REAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6789155T649 TOUCHSTONE MID CAP-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6809857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69512807108 LAM RESEARCH CORP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70904784709 UNILEVER N.V. - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71922908629 VANGUARD MIDCAP VIPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72Y2573F102 FLEXTRONICS INTL LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7494106L109 WASTE MANAGEMENT INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8274440Y884 PGIM HIGH YIELD-Q 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8327830W108 EV GL MACR ABS RTRN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85904504479 UNDISC MGRS BEHAV VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8689154Q562 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87872365713 TCW EMRG MRKTS INC-P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88921937793 VANGUARD LONG-TERM B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8924610B826 DELAWARE SMALL CAP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90722005667 PIMCO COMMODITY REAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9289155T490 TOUCHSTONE MID CAP-R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9338147N269 GLDMN SCHS GQG PRT I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9441152J108 EMBARK COMMODITY STR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9546432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9672201R833 PIMCO ENHANCED SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt093199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt235245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt323243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt458801
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt646819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt722809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8221148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt946409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1034892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1123089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1235326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1334700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt072560
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0943
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0943
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt038383
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01692
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015226
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt016918
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt053000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt053000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034112
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034112
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0338112
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt038383
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt055592
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0798
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0798
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0871
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt055635
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt072538
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt072495
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt072560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02635
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016903
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019538
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292009-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-04-06

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,023,723
Liabilities
$0
Net assets
$1,023,723
Revenue
$72,560
Expenses
$72,538
Net income
$22
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.07$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.07$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.10$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.12$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.07$0.03
2016Summary only. Only limited summary data is available for this year.$1.07$0.00$0.05$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$1.08$0.00$0.05$0.06$0.01
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$0.07$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.05$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$0.03$0.07$0.04