Civic Intelligence

Ruth Evans Charitable Remainder Trust 6702001380

990PF • Fiscal year 2020 • EIN 77-6214475

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

Organization Profile
PO Box 52007Phoenix, AZ 85072

(425) 258-0236

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

34th percentile

-3.8%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

61st percentile

$53,343

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

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

Asset Growth

36th percentile

-0.3%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,502,326

Down $9,028 (-0.3%) from 2019

Net Assets

$3,502,326

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin34th percentile

Revenue

Down

$246,213

Down $117,654 (-32%) from 2019

Expenses

Up

$255,571

Up $6,246 (+2.5%) from 2019

Net Income

Down

-$9,358

Down $123,900 (-108%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th 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: $1,617,263Liabilities 2011: $02011Assets 2012: $1,647,272Liabilities 2012: $02012Assets 2013: $3,322,839Liabilities 2013: $02013Assets 2014: $3,322,739Liabilities 2014: $02014Assets 2015: $3,316,611Liabilities 2015: $02015Assets 2019: $3,511,354Liabilities 2019: $02019Assets 2020: $3,502,326Liabilities 2020: $0Net Assets 2020: $3,502,3262020Assets 2021: $3,632,257Liabilities 2021: $0Net Assets 2021: $3,632,2572021Assets 2022: $3,523,695Liabilities 2022: $0Net Assets 2022: $3,523,6952022Assets 2023: $3,522,632Liabilities 2023: $12023Assets 2024: $3,511,828Liabilities 2024: $0Net Assets 2024: $3,511,8282024

Highlighted filing

2020

Assets$3,502,326
Liabilities$0
Net Assets$3,502,326
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $95,912Expenses 2011: $114,374Net Income 2011: -$18,4622011Revenue 2012: $143,467Expenses 2012: $113,707Net Income 2012: $29,7602012Revenue 2013: $1,793,785Expenses 2013: $117,874Net Income 2013: $1,675,9112013Revenue 2014: $271,007Expenses 2014: $262,581Net Income 2014: $8,4262014Revenue 2015: $242,035Expenses 2015: $249,434Net Income 2015: -$7,3992015Revenue 2019: $363,867Expenses 2019: $249,325Net Income 2019: $114,5422019Revenue 2020: $246,213Expenses 2020: $255,571Net Income 2020: -$9,3582020Revenue 2021: $397,432Expenses 2021: $265,239Net Income 2021: $132,1932021Revenue 2022: $228,747Expenses 2022: $334,140Net Income 2022: -$105,3932022Revenue 2023: $141,446Expenses 2023: $145,281Net Income 2023: -$3,8352023Revenue 2024: $349,162Expenses 2024: $375,794Net Income 2024: -$26,6322024

Highlighted filing

2020

Revenue$246,213
Expenses$255,571
Net Income-$9,358
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ATrusteePT$53,343-$53,343
Filing and Contact Details

Filer

Filer Name
Ruth Evans Charitable Trust Tai
EIN
77-6214475
Phone
4252580236
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
4252580236
Signed
2021-04-15
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/StockNm19MERCK & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NIKE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24QUALCOMM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TARGET CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UNITED TECHNOLOGIES CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EATON CORP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EOG RES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NATIXIS ASG MGD FUT STRAT CL Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47APPLIED MATLS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53COMCAST CROP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CONSTELLATION BRANDS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WEC ENERGY GROUP INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ELECTRONIC ARTS INC COMMON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MASTERCARD INC A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NORTHROP GRUMMAN CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ASSETS SOLD DURING YEAR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96BLACKROCK TOTAL FACTOR K#1994
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108VONTIER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109VULCAN MATLS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WORKDAY INCCL A
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0105757
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0140456
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0246213
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0246213
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0140456
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013336
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040007
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt053343
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0188400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0188400
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0100907
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0105757
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9358
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0645713
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0140456
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0196915
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03002
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01464
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0202761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt044448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0255571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0241363
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0246213
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014361
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt044448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt067171
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-07-14

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Filings

Displayed year

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

Open filing
Assets
$3,502,326
Liabilities
$0
Net assets
$3,502,326
Revenue
$246,213
Expenses
$255,571
Net income
-$9,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.35$0.38$0.03
2023Summary only. Only limited summary data is available for this year.$3.52$0.00$0.14$0.15$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$0.23$0.33$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.40$0.27$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.25$0.26$0.01
2019Summary only. Only limited summary data is available for this year.$3.51$0.00$0.36$0.25$0.11
2015Summary only. Only limited summary data is available for this year.$3.32$0.00$0.24$0.25$0.01
2014Summary only. Only limited summary data is available for this year.$3.32$0.00$0.27$0.26$0.01
2013Summary only. Only limited summary data is available for this year.$3.32$0.00$1.79$0.12$1.68
2012Summary only. Only limited summary data is available for this year.$1.65$0.00$0.14$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$0.10$0.11$0.02