Civic Intelligence

Trust UW Winthrop Rockefeller

EIN 71-6082655 • Little Rock, AR

120 East Fourth StreetLittle Rock, AR 72201
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-4739%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$2,500

Higher top officer pay than 86% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $2,358,308 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $2,358,308 (-100%) from 2022

Revenue

Down

$49,764

Down $34,819 (-41%) from 2022

Expenses

Up

$2,408,072

Up $2,242,407 (+1354%) from 2022

Net Income

Down

-$2,358,308

Down $2,277,226 (-2809%) from 2022

Trend Graphs

Balance Sheet Trend

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

$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

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2023

Revenue$49,764
Expenses$2,408,072
Net Income-$2,358,308

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Apr 26, 2023
Signed
May 5, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARION BURTONManaging Trustee-$1,875-$1,875
BRUCE BARTLEYTrustee-$1,875-$1,875
WILSON JONESTrustee-$1,875-$1,875
STEVE SHULTSTrustee-$1,875-$1,875
Filing and Contact Details

Filer

Filer Name
Trust Uw Winthrop Rockefeller
EIN
71-6082655
Address
120 EAST FOURTH STREET, LITTLE ROCK, AR 72201

Signing Officer

Name
Wilson Jones
Title
Trustee
Phone
5016619294
Signed
2023-05-05
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 Appendix375 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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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
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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/GrantOrContributionPdDurYrGrp/Amt02254951
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt129570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATIONS- ECIP LIQUIDATING TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF ARKANSAS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIV ARK WINTHROP ROCKEFELLER INST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0535 RESEARCH CENTER BLVD SUITE 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 ROCKEFELLER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FAYETTEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MORRILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172110
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02284521
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052074
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0115454404
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0117733982
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02279578
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0115454404
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02331652
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02279578
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0117733982
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0115454404
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL CONSULTATIONS
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07586
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt018964
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011378
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt021946
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ECIP LIQUIDATING TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FREIGHT & POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TRUST EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0707
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11294
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3480
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt46
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01061
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11940
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2601
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3720
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt49
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt55722
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01768
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13234
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21001
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt55722
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STATE TAX REFUNDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2FEDERAL TAX REFUNDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt13983
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt030
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11593
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt045
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12390
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILSON JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05016619294
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW WINTHROP ROCKEFELLER
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0716082655
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 EAST FOURTH STREET
ReturnHeader/Filer/USAddress/CityNm0LITTLE ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072201
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/ReturnTs02023-05-05T13:27:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILSON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-04-26
ReturnHeader/TaxYr02022

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