Civic Intelligence

Rieger Foundation C/O Santa Barbara Bank & Trust

990PF • Fiscal year 2020 • EIN 77-0159141

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 11, 2021

Organization Profile
PO Box 52007Phoenix, AZ 85072

(805) 564-6211

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.11x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-167%

Higher net margin than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$60,668

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 43.9% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

12th percentile

-7.2%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-39%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$2,683,092

Down $207,671 (-7.2%) from 2019

Net Assets

$2,668,004

No earlier filing loaded for comparison.

Liabilities

Flat

$15,088

Flat from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin5th percentile

Revenue

Down

$138,042

Down $89,078 (-39%) from 2019

Expenses

Up

$368,023

Up $77,579 (+27%) from 2019

Net Income

Down

-$229,981

Down $166,657 (-263%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,099,085Liabilities 2011: $29,2882011Assets 2012: $2,868,443Liabilities 2012: $29,2882012Assets 2013: $2,759,290Liabilities 2013: $29,2882013Assets 2014: $2,880,121Liabilities 2014: $38,4222014Assets 2015: $2,789,101Liabilities 2015: $15,4952015Assets 2019: $2,890,763Liabilities 2019: $15,0882019Assets 2020: $2,683,092Liabilities 2020: $15,088Net Assets 2020: $2,668,0042020Assets 2021: $2,698,044Liabilities 2021: $15,088Net Assets 2021: $2,682,9562021Assets 2022: $2,625,779Liabilities 2022: $15,088Net Assets 2022: $2,610,6912022Assets 2023: $2,556,831Liabilities 2023: $15,088Net Assets 2023: $2,541,7432023Assets 2024: $2,414,776Liabilities 2024: $15,088Net Assets 2024: $2,399,6882024

Highlighted filing

2020

Assets$2,683,092
Liabilities$15,088
Net Assets$2,668,004
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $267,842Expenses 2011: $451,691Net Income 2011: -$183,8492011Revenue 2012: $260,132Expenses 2012: $488,629Net Income 2012: -$228,4972012Revenue 2013: $423,637Expenses 2013: $500,862Net Income 2013: -$77,2252013Revenue 2014: $553,231Expenses 2014: $460,385Net Income 2014: $92,8462014Revenue 2015: $309,066Expenses 2015: $374,498Net Income 2015: -$65,4322015Revenue 2019: $227,120Expenses 2019: $290,444Net Income 2019: -$63,3242019Revenue 2020: $138,042Expenses 2020: $368,023Net Income 2020: -$229,9812020Revenue 2021: $366,513Expenses 2021: $370,322Net Income 2021: -$3,8092021Revenue 2022: $363,645Expenses 2022: $438,863Net Income 2022: -$75,2182022Revenue 2023: $281,364Expenses 2023: $338,813Net Income 2023: -$57,4492023Revenue 2024: $254,725Expenses 2024: $408,929Net Income 2024: -$154,2042024

Highlighted filing

2020

Revenue$138,042
Expenses$368,023
Net Income-$229,981
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ATrustee-$60,668-$60,668
Filing and Contact Details

Filer

Filer Name
Rieger Foundation
EIN
77-0159141
Phone
8055646211
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Greg Phillips
Title
Director
Phone
8055646211
Signed
2021-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWAY STE 800, TEMPE, AZ 85281-9125
Preparer
Bradley N Sprong
Phone
8008102207
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HUNT J B TRANS SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MASTERCARD INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ROYAL CARIBBEAN CRUISES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45UNITED PARCEL SERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49APTIV PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DISNEY (WALT) COMPANY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51E TRADE FIN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HONEYWELL IMTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AQR EQTY MKT NEUTRAL FD R6 #15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59AQR MANAGED FUTURES STRAT #152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60BLACKROCK STRAT INC OPPS CL #1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ISHARES GOLD TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MFS INTERNATIONAL GROWTH #4805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NATIXIS ASG MGD FUT STRAT CL #
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64DELAWARE SM CAP CORE FD CL R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ELECTRONIC ARTS INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HARTFORD FINL SVCS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68O REILLY AUTOMOTIVE INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ROCKWELL AUTOMATION INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VICTORY RS SM CAP GROW #279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71DODGE & COX INCOME FD #147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72DOUBLELINE CORE FIXED INC CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ANTHEM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77REGENERON PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81BLACKROCK EV DRIVEN EQTY FD #0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ALCON INC ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84DFA LARGE CAP INTERNATIONAL PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VNGRD ST TERM INVMT GRADE ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86AMERICAN BEACON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88AQR STYLE PREMIA ALT CL R6 #15
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89DODGE & COX INTL STOCK FD(CLSD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90EVERSOURCE ENERGY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91NATIXIS ASG MGD FUT CL N #6100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92NUVEEN REAL EST SECS CL R6 #38
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93OAKMARK INTERNATIONAL INTL #28
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UNDISCOVERED MGRS BEHAVL R6 #3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VULCAN MATLS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WORKDAY INCCL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100PIMCO TOTAL RETURN INSTL #35
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt07536
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt2188964
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt3347262
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt4513
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt5868
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt6983
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt70
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt07538
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1250000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2149882
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt3202738
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt48217
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt527132
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt623864
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt714327
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0FLOOR COVERING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1COMMISSIONS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2LAND 13-17 W FIGUE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3REMODEL
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt4BLDG 13-17 W FIGUE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt5MOLD/ASBESTOS REMO
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt6ROOF REPAIR
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt7REMODEL
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt8COMMISSIONS
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt015074
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt15415
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2250000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt3338846
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt4550000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt58730
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt628000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt724847
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt822041
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt046362
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-79604
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0113445
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt080203
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt080203
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0124466
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015167
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt045501
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060668
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0240310
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0240310
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt015429
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt046315
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt046362
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-229981
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0171284
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0171284
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0171284
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0763394
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-79604
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0124530
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0113445
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00

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Filings

Displayed year

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

Open filing
Assets
$2,683,092
Liabilities
$15,088
Net assets
$2,668,004
Revenue
$138,042
Expenses
$368,023
Net income
-$229,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.02$2.40$0.25$0.41$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.02$2.54$0.28$0.34$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.02$2.61$0.36$0.44$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.02$2.68$0.37$0.37$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.02$2.67$0.14$0.37$0.23
2019Summary only. Only limited summary data is available for this year.$2.89$0.02$0.23$0.29$0.06
2015Summary only. Only limited summary data is available for this year.$2.79$0.02$0.31$0.37$0.07
2014Summary only. Only limited summary data is available for this year.$2.88$0.04$0.55$0.46$0.09
2013Summary only. Only limited summary data is available for this year.$2.76$0.03$0.42$0.50$0.08
2012Summary only. Only limited summary data is available for this year.$2.87$0.03$0.26$0.49$0.23
2011Summary only. Only limited summary data is available for this year.$3.10$0.03$0.27$0.45$0.18