Civic Intelligence

Winthrop Rockefeller Trust UW

990PF • Fiscal year 2022 • EIN 71-6082655

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 28, 2022

Organization Profile
PO Box 26616Little Rock, AR 72221

(501) 517-6783

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

9th percentile

-96%

Higher net margin than 9% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$2,500

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

37th percentile

-3.3%

Faster asset growth than 37% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

102%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,358,308

Down $81,082 (-3.3%) from 2021

Net Assets

Down

$2,358,308

Down $81,082 (-3.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Up

$84,583

Up $42,665 (+102%) from 2021

Expenses

Down

$165,665

Down $84,176 (-34%) from 2021

Net Income

Up

-$81,082

Up $126,841 (+61%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$150M$100M$50M$0Assets 2011: $107,031,844Liabilities 2011: $3952011Assets 2012: $105,375,219Liabilities 2012: $02012Assets 2013: $107,134,827Liabilities 2013: $02013Assets 2014: $112,329,159Liabilities 2014: $02014Assets 2015: $112,212,808Liabilities 2015: $3,4932015Assets 2019: $2,953,631Liabilities 2019: $02019Assets 2020: $2,647,313Liabilities 2020: $02020Assets 2021: $2,439,390Liabilities 2021: $0Net Assets 2021: $2,439,3902021Assets 2022: $2,358,308Liabilities 2022: $0Net Assets 2022: $2,358,3082022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2022

Assets$2,358,308
Liabilities$0
Net Assets$2,358,308
Open 2022 Filing

Operations Trend

Revenue Growth90th percentile

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

$200M$100M$0-$100M-$200MRevenue 2011: $6,156,445Expenses 2011: $6,349,148Net Income 2011: -$192,7032011Revenue 2012: $5,126,207Expenses 2012: $6,782,437Net Income 2012: -$1,656,2302012Revenue 2013: $8,264,054Expenses 2013: $6,504,446Net Income 2013: $1,759,6082013Revenue 2014: $11,550,594Expenses 2014: $6,356,262Net Income 2014: $5,194,3322014Revenue 2015: $7,595,097Expenses 2015: $7,714,941Net Income 2015: -$119,8442015Revenue 2019: $6,458,473Expenses 2019: $121,739,631Net Income 2019: -$115,281,1582019Revenue 2020: $58,682Expenses 2020: $365,000Net Income 2020: -$306,3182020Revenue 2021: $41,918Expenses 2021: $249,841Net Income 2021: -$207,9232021Revenue 2022: $84,583Expenses 2022: $165,665Net Income 2022: -$81,0822022Revenue 2023: $49,764Expenses 2023: $2,408,072Net Income 2023: -$2,358,3082023

Highlighted filing

2022

Revenue$84,583
Expenses$165,665
Net Income-$81,082
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 28, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARION BURTONManaging TrusteePT$2,500-$2,500
BRUCE BARTLEYTrustee-$2,500-$2,500
WILSON JONESTrustee-$2,500-$2,500
STEVE SHULTSTrustee-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Trust Uw Winthrop Rockefeller
EIN
71-6082655
Address
PO BOX 26616, LITTLE ROCK, AR 72221

Signing Officer

Name
Marion Burton
Title
Managing Truste
Phone
5016619294
Signed
2022-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Kris Irvin CPA
Address
PO BOX 99, Mayflower, AR 72106
Preparer
Kristine Irvin-Herron
Phone
5015176783
Raw XML Appendix360 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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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO FORM- FULL INFORMATION ABOUT TAX EXEMPT STATUS & FINANCIAL HISTORY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARION BURTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05016619294
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 26616
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LITTLE ROCK
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd072221
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO GRANTS TO INDIVIDUALS. PRIMARILY FOR CONCERNS OF THE DECEDENT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0119559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt055896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0115510300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt055896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0115454404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0115454404
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063663
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0115454404
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0115510300
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt017366
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ECIP LIQUIDATING TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt021946
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11575
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2843
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3569
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt428
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0136
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12363
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21265
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3852
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt443
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt56507
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0227
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13938
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31421
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt471
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56507
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STATE TAX REFUNDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2FEDERAL TAX REFUNDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0761
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1261
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0761
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1261
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt246635
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt055
TaxesSchedule/TaxesDetail/Amt17813
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt022
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt033
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14688
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARION BURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTE
ReturnHeader/BusinessOfficerGrp/PhoneNum05016619294
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW WINTHROP ROCKEFELLER
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0716082655
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 26616
ReturnHeader/Filer/USAddress/CityNm0LITTLE ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072221
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452381621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRIS IRVIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 99
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mayflower
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072106
ReturnHeader/PreparerPersonGrp/PhoneNum05015176783
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristine Irvin-Herron
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-28T17:35:35-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARION
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURTON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,358,308
Liabilities
$0
Net assets
$2,358,308
Revenue
$84,583
Expenses
$165,665
Net income
-$81,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$2.41$2.36
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.08$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.04$0.25$0.21
2020Summary only. Only limited summary data is available for this year.$2.65$0.00$0.06$0.37$0.31
2019Summary only. Only limited summary data is available for this year.$2.95$0.00$6.46$122$115
2015Summary only. Only limited summary data is available for this year.$112$0.00$7.60$7.71$0.12
2014Summary only. Only limited summary data is available for this year.$112$0.00$11.6$6.36$5.19
2013Summary only. Only limited summary data is available for this year.$107$0.00$8.26$6.50$1.76
2012Summary only. Only limited summary data is available for this year.$105$0.00$5.13$6.78$1.66
2011Summary only. Only limited summary data is available for this year.$107$0.00$6.16$6.35$0.19