Civic Intelligence

Phil R & Janis North Charitable Remainder Unitrust

990PF • Fiscal year 2020 • EIN 75-6323833

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1220 Washington TerraceFort Worth, TX 76107

(817) 738-8064

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

48th percentile

2.5%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$565,274

Up $13,615 (+2.5%) from 2019

Net Assets

Up

$565,274

Up $13,615 (+2.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin72nd percentile

Revenue

Up

$63,369

Up $25,101 (+66%) from 2019

Expenses

Down

$49,754

Down $50 (-0.1%) from 2019

Net Income

Up

$13,615

Up $25,151 (+218%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2011: $490,516Liabilities 2011: $4522011Assets 2012: $495,658Liabilities 2012: $10,739Net Assets 2012: $484,9192012Assets 2013: $483,529Liabilities 2013: $0Net Assets 2013: $483,5292013Assets 2014: $519,383Liabilities 2014: $0Net Assets 2014: $519,3832014Assets 2016: $560,367Liabilities 2016: $0Net Assets 2016: $560,3672016Assets 2017: $584,741Liabilities 2017: $0Net Assets 2017: $584,7412017Assets 2018: $563,195Liabilities 2018: $0Net Assets 2018: $563,1952018Assets 2019: $551,659Liabilities 2019: $0Net Assets 2019: $551,6592019Assets 2020: $565,274Liabilities 2020: $0Net Assets 2020: $565,2742020Assets 2021: $565,454Liabilities 2021: $0Net Assets 2021: $565,4542021Assets 2022: $540,146Liabilities 2022: $0Net Assets 2022: $540,1462022Assets 2023: $512,629Liabilities 2023: $12023Assets 2024: $477,095Liabilities 2024: $0Net Assets 2024: $477,0952024

Highlighted filing

2020

Assets$565,274
Liabilities$0
Net Assets$565,274
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2011: $50,582Expenses 2011: $33,848Net Income 2011: $16,7342011Expenses 2012: $37,8832012Revenue 2013: $36,471Expenses 2013: $37,861Net Income 2013: -$1,3902013Revenue 2014: $73,232Expenses 2014: $37,378Net Income 2014: $35,8542014Revenue 2016: $54,962Expenses 2016: $38,165Net Income 2016: $16,7972016Revenue 2017: $63,119Expenses 2017: $38,745Net Income 2017: $24,3742017Revenue 2018: $23,761Expenses 2018: $45,307Net Income 2018: -$21,5462018Revenue 2019: $38,268Expenses 2019: $49,804Net Income 2019: -$11,5362019Revenue 2020: $63,369Expenses 2020: $49,754Net Income 2020: $13,6152020Revenue 2021: $79,832Expenses 2021: $79,652Net Income 2021: $1802021Revenue 2022: $44,230Expenses 2022: $69,538Net Income 2022: -$25,3082022Revenue 2023: $20,649Expenses 2023: $48,166Net Income 2023: -$27,5172023Revenue 2024: $54,896Expenses 2024: $90,430Net Income 2024: -$35,5342024

Highlighted filing

2020

Revenue$63,369
Expenses$49,754
Net Income$13,615
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEIRDRE NORTHCo-Trustee-$0--
MAIRIN TERRYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Phil R & Janis North Charitable
EIN
75-6323833
Phone
8177388064
Address
1220 WASHINGTON TERRACE, FORT WORTH, TX 76107

Signing Officer

Name
Mairin Terry
Title
Trustee
Phone
8177388064
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Brock and Rowe LLC
Address
2501 PARKVIEW DR SUITE 620, FORT WORTH, TX 76102
Preparer
Laine M Brock CPA
Phone
8178100338
Raw XML Appendix297 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt03725
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt038275
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044375
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07754
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAIRIN TERRY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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ReturnHeader/Filer/PhoneNum08177388064
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274471532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROCK AND ROWE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 PARKVIEW DR SUITE 620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08178100338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAINE M BROCK CPA
ReturnHeader/ReturnTs02021-11-15T14:59:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAIRIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TERRY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$565,274
Liabilities
$0
Net assets
$565,274
Revenue
$63,369
Expenses
$49,754
Net income
$13,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.55$0.90$0.36
2023Summary only. Only limited summary data is available for this year.$5.13$0.00$0.21$0.48$0.28
2022Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.44$0.70$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$0.80$0.80$0.00
2020Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.63$0.50$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.38$0.50$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.24$0.45$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$0.63$0.39$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$0.55$0.38$0.17
2014Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.73$0.37$0.36
2013Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.36$0.38$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.96$0.11$4.85$0.38
2011Summary only. Only limited summary data is available for this year.$4.91$0.00$0.51$0.34$0.17