Civic Intelligence

Ruth Evans Charitable Remainder Trust 6702001380

990PF • Fiscal year 2021 • EIN 77-6214475

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 21, 2022

Organization Profile
PO Box 52007Phoenix, AZ 85072

(702) 239-9575

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

73rd percentile

33%

Higher net margin than 73% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$60,432

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

40th percentile

3.7%

Faster asset growth than 40% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

61%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,632,257

Up $129,931 (+3.7%) from 2020

Net Assets

Up

$3,632,257

Up $129,931 (+3.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin73rd percentile

Revenue

Up

$397,432

Up $151,219 (+61%) from 2020

Expenses

Up

$265,239

Up $9,668 (+3.8%) from 2020

Net Income

Up

$132,193

Up $141,551 (+1513%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2021

Assets$3,632,257
Liabilities$0
Net Assets$3,632,257
Open 2021 Filing

Operations Trend

Revenue Growth76th 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

2021

Revenue$397,432
Expenses$265,239
Net Income$132,193
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 21, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ATrusteePT$60,432-$60,432
Filing and Contact Details

Filer

Filer Name
Ruth Evans Charitable Trust Tai
EIN
77-6214475
Phone
7022399575
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
7022399575
Signed
2022-04-21
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/StockNm94WILLIAMS COS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98DFA COMMODITY STRATEGY INSTITU
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100LAS VEGAS SANDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101META PLATFORMS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102T-MOBILE US COM
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22002-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102001-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132002-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172002-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182014-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-03-09

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,632,257
Liabilities
$0
Net assets
$3,632,257
Revenue
$397,432
Expenses
$265,239
Net income
$132,193
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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