Civic Intelligence

Charles L Colbert Trust

990PF • Fiscal year 2021 • EIN 81-6017071

Nov 01, 2020 to Oct 31, 2021 • Filed on Feb 10, 2022

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

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

38th percentile

6.3%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

57th percentile

$32,800

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 28.1% of source-year revenue.

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

Asset Growth

29th percentile

0.5%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

58th percentile

23%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,409,731

Up $7,104 (+0.5%) from 2020

Net Assets

Up

$1,409,731

Up $7,104 (+0.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin38th percentile

Revenue

Up

$116,646

Up $21,862 (+23%) from 2020

Expenses

Up

$109,283

Up $7,654 (+7.5%) from 2020

Net Income

Up

$7,363

Up $14,208 (+208%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,508,593Liabilities 2011: $02011Assets 2012: $1,424,922Liabilities 2012: $02012Assets 2013: $1,414,896Liabilities 2013: $02013Assets 2014: $1,454,195Liabilities 2014: $02014Assets 2015: $1,429,318Liabilities 2015: $02015Assets 2018: $1,432,057Liabilities 2018: $0Net Assets 2018: $1,432,0572018Assets 2019: $1,409,557Liabilities 2019: $0Net Assets 2019: $1,409,5572019Assets 2020: $1,402,627Liabilities 2020: $0Net Assets 2020: $1,402,6272020Assets 2021: $1,409,731Liabilities 2021: $0Net Assets 2021: $1,409,7312021Assets 2022: $1,416,427Liabilities 2022: $0Net Assets 2022: $1,416,4272022Assets 2023: $1,728,570Liabilities 2023: $0Net Assets 2023: $1,728,5702023Assets 2024: $2,137,625Liabilities 2024: $0Net Assets 2024: $2,137,6252024Assets 2025: $2,137,508Liabilities 2025: $0Net Assets 2025: $2,137,5082025

Highlighted filing

2021

Assets$1,409,731
Liabilities$0
Net Assets$1,409,731
Open 2021 Filing

Operations Trend

Revenue Growth58th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $78,051Expenses 2011: $112,069Net Income 2011: -$34,0182011Revenue 2012: $25,371Expenses 2012: $108,432Net Income 2012: -$83,0612012Revenue 2013: $92,680Expenses 2013: $102,811Net Income 2013: -$10,1312013Revenue 2014: $151,326Expenses 2014: $107,067Net Income 2014: $44,2592014Revenue 2015: $91,994Expenses 2015: $119,736Net Income 2015: -$27,7422015Revenue 2018: $143,293Expenses 2018: $114,170Net Income 2018: $29,1232018Revenue 2019: $81,702Expenses 2019: $104,233Net Income 2019: -$22,5312019Revenue 2020: $94,784Expenses 2020: $101,629Net Income 2020: -$6,8452020Revenue 2021: $116,646Expenses 2021: $109,283Net Income 2021: $7,3632021Revenue 2022: $122,312Expenses 2022: $115,893Net Income 2022: $6,4192022Revenue 2023: $451,204Expenses 2023: $139,148Net Income 2023: $312,0562023Revenue 2024: $541,855Expenses 2024: $133,296Net Income 2024: $408,5592024Revenue 2025: $131,514Expenses 2025: $131,458Net Income 2025: $562025

Highlighted filing

2021

Revenue$116,646
Expenses$109,283
Net Income$7,363
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Feb 10, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$32,800-$32,800
Filing and Contact Details

Filer

Filer Name
Charles L Colbert Trust
EIN
81-6017071
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2022-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10731641Q755 FIDELITY NEW MRKTS I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt014496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt340044
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt414201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt516609
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt890448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt918775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10167190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1176873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1261348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13183424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1446467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1534112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1636617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1779536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1880786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1910653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2053749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2152763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2264926
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt053054
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014

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Filings

Displayed year

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

Open filing
Assets
$1,409,731
Liabilities
$0
Net assets
$1,409,731
Revenue
$116,646
Expenses
$109,283
Net income
$7,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.13$0.13$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.54$0.13$0.41
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.45$0.14$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.12$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.14$0.11$0.03
2015Summary only. Only limited summary data is available for this year.$1.43$0.00$0.09$0.12$0.03
2014Summary only. Only limited summary data is available for this year.$1.45$0.00$0.15$0.11$0.04
2013Summary only. Only limited summary data is available for this year.$1.41$0.00$0.09$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$0.03$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$1.51$0.00$0.08$0.11$0.03