Civic Intelligence

Certificated Retirement Account Trust

EIN 68-0274634 • 501(c)11 • Kentfield, CA

Profile

To provide monthly payments to eligilble retired faculty to offset medical costs

PO Box 503Kentfield, CA 94914

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Net Margin

81st percentile

37%

Higher net margin than 81% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2021

Asset Growth

63rd percentile

6.9%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

74th percentile

36%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,947,177

Up $125,199 (+6.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$1,947,177

Up $125,199 (+6.9%) from 2020

Operations
Liabilities / Revenue33rd percentileNet Margin81st percentile

Revenue

Up

$342,251

Up $90,608 (+36%) from 2020

Expenses

Up

$217,052

Up $10,688 (+5.2%) from 2020

Net Income

Up

$125,199

Up $79,920 (+177%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,314,853Liabilities 2011: $0Net Assets 2011: $1,314,8532011Assets 2012: $1,300,774Liabilities 2012: $0Net Assets 2012: $1,300,7742012Assets 2013: $1,392,923Liabilities 2013: $0Net Assets 2013: $1,392,9232013Assets 2014: $1,461,999Liabilities 2014: $0Net Assets 2014: $1,461,9992014Assets 2015: $1,471,541Liabilities 2015: $0Net Assets 2015: $1,471,5412015Assets 2016: $1,579,826Liabilities 2016: $0Net Assets 2016: $1,579,8262016Assets 2017: $1,678,090Liabilities 2017: $0Net Assets 2017: $1,678,0902017Assets 2018: $1,720,994Liabilities 2018: $0Net Assets 2018: $1,720,9942018Assets 2019: $1,776,699Liabilities 2019: $0Net Assets 2019: $1,776,6992019Assets 2020: $1,821,978Liabilities 2020: $0Net Assets 2020: $1,821,9782020Assets 2021: $1,947,177Liabilities 2021: $0Net Assets 2021: $1,947,1772021

Highlighted filing

2021

Assets$1,947,177
Liabilities$0
Net Assets$1,947,177
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $160,689Expenses 2011: $201,434Net Income 2011: -$40,7452011Expenses 2012: $169,4832012Expenses 2013: $172,7892013Revenue 2014: $266,044Expenses 2014: $196,968Net Income 2014: $69,0762014Revenue 2015: $203,715Expenses 2015: $194,173Net Income 2015: $9,5422015Revenue 2016: $312,159Expenses 2016: $203,874Net Income 2016: $108,2852016Revenue 2017: $290,390Expenses 2017: $192,126Net Income 2017: $98,2642017Revenue 2018: $248,282Expenses 2018: $205,378Net Income 2018: $42,9042018Revenue 2019: $263,655Expenses 2019: $207,950Net Income 2019: $55,7052019Revenue 2020: $251,643Expenses 2020: $206,364Net Income 2020: $45,2792020Revenue 2021: $342,251Expenses 2021: $217,052Net Income 2021: $125,1992021

Highlighted filing

2021

Revenue$342,251
Expenses$217,052
Net Income$125,199
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$1,947,177
Liabilities
$0
Net assets
$1,947,177
Revenue
$342,251
Expenses
$217,052
Net income
$125,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.34$0.22$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.25$0.21$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.26$0.21$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.25$0.21$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.29$0.19$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.31$0.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.20$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.27$0.20$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.17
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.16$0.20$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 9, 2022
Return Version
2020v4.0
Gross Receipts
$342,251
Mission and Program Overview

Mission

To provide monthly payments to eligilble retired faculty to offset medical costs

to provide monthly payments to eligible retired faculty to offset medical costs

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,821,978$1,947,177▲ $125,199
Savings and Temporary Cash Investments$1,819,089$1,944,471▲ $125,382
Cash and Non-Interest-Bearing Accounts$2,889$2,706▼ $183
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,821,978$1,947,177▲ $125,199
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,821,978$1,947,177▲ $125,199
Total Liabilities and Net Assets / Fund Balance$1,821,978$1,947,177▲ $125,199
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Patrick KellyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$116,403
Investment Income
$225,848
Other Revenue
$0
Change in Net Assets
$125,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,093
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$197,959
Fees for Service Investment Mgmnt Fees---$18,910
Other Expenses---$72
Total Functional Expenses$0$0$0$217,052
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is prepared by an independent CPA and reviewed by the trustee before signature and filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request, the Trust provides its members inspection of form 990 and all related documents from investments.”

Filing and Contact Details

Filer

Filer Name
Certificated Retirement Account Trust
EIN
68-0274634
Phone
5304009386
Address
PO Box 503, Kentfield, CA 94914

Signing Officer

Name
Patrick Kelly
Title
Trustee
Signed
2022-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Kelly
Formed
1998
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Rita C Villa CPA
Address
4353 COLFAX AVE 6, STUDIO CITY, CA 91604
Preparer
John K Pooley
Phone
8183704613
Raw XML Appendix272 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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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0342251
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/Organization501cInd0X
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ReturnHeader/ReturnTs02022-05-09T14:40:23-07:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kelly
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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