Civic Intelligence

Resource Trust Inc.

990PF • Fiscal year 2014 • EIN 82-0466465

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 10, 2015

P O Box 312583340

(208) 726-9022

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

9th percentile

-53%

Higher net margin than 9% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

83%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2012 to 2014

Assets

Down

$921,115

Down $28,369 (-3.0%) from 2013

Net Assets

Down

$921,115

Down $28,369 (-3.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$54,511

No earlier filing loaded for comparison.

Expenses

Up

$83,193

Up $11,985 (+17%) from 2013

Net Income

-$28,682

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $934,028Liabilities 2011: $0Net Assets 2011: $934,0282011Assets 2012: $880,123Liabilities 2012: $12012Assets 2013: $949,484Liabilities 2013: $0Net Assets 2013: $949,4842013Assets 2014: $921,115Liabilities 2014: $0Net Assets 2014: $921,1152014Assets 2015: $894,521Liabilities 2015: $02015Assets 2016: $1,247,998Liabilities 2016: $0Net Assets 2016: $1,247,9982016Assets 2017: $1,183,628Liabilities 2017: $0Net Assets 2017: $1,183,6282017Assets 2018: $1,165,812Liabilities 2018: $0Net Assets 2018: $1,165,8122018Assets 2019: $1,162,892Liabilities 2019: $1,000Net Assets 2019: $1,161,8922019Assets 2020: $1,150,937Liabilities 2020: $10,000Net Assets 2020: $1,140,9372020Assets 2021: $1,132,217Liabilities 2021: $0Net Assets 2021: $1,132,2172021Assets 2022: $1,221,412Liabilities 2022: $0Net Assets 2022: $1,221,4122022Assets 2023: $1,232,364Liabilities 2023: $0Net Assets 2023: $1,232,3642023Assets 2024: $1,494,885Liabilities 2024: $0Net Assets 2024: $1,494,8852024Assets 2025: $1,456,138Liabilities 2025: $0Net Assets 2025: $1,456,1382025

Highlighted filing

2014

Assets$921,115
Liabilities$0
Net Assets$921,115

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $66,4612011Revenue 2012: $16,215Expenses 2012: $70,603Net Income 2012: -$54,3882012Expenses 2013: $71,2082013Revenue 2014: $54,511Expenses 2014: $83,193Net Income 2014: -$28,6822014Revenue 2015: $24,335Expenses 2015: $51,787Net Income 2015: -$27,4522015Revenue 2016: $424,066Expenses 2016: $70,589Net Income 2016: $353,4772016Revenue 2017: $2,286Expenses 2017: $66,656Net Income 2017: -$64,3702017Revenue 2018: $60,916Expenses 2018: $78,732Net Income 2018: -$17,8162018Revenue 2019: $69,918Expenses 2019: $77,070Net Income 2019: -$7,1522019Revenue 2020: $47,800Expenses 2020: $69,016Net Income 2020: -$21,2162020Revenue 2021: $62,581Expenses 2021: $89,798Net Income 2021: -$27,2172021Revenue 2022: $177,079Expenses 2022: $87,684Net Income 2022: $89,3952022Revenue 2023: $94,006Expenses 2023: $112,711Net Income 2023: -$18,7052023Revenue 2024: $328,777Expenses 2024: $73,291Net Income 2024: $255,4862024Revenue 2025: $78,978Expenses 2025: $89,672Net Income 2025: -$10,6942025

Highlighted filing

2014

Revenue$54,511
Expenses$83,193
Net Income-$28,682
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A MCMAHANPresident-$0--
SHEILA LIERMANNSecty/Treas-$0--
BONNIE BROWNDirector-$0--
JUDD MCMAHANDirector-$0--
HEATHER MCMAHANDirector-$0--
Filing and Contact Details

Filer

EIN
82-0466465
Phone
2087269022

Signing Officer

Name
Sheila Liermann
Title
Secretary/treasurer
Phone
2087269022
Signed
2015-02-10
Discuss with paid preparer
Yes

Preparer

Preparer
Gary K Shelton CPA Cfp
Phone
2087203255
Raw XML Appendix301 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01007
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01007
CompensationExplanation/CompensationExplanationGrp/PersonNm0WILLIAM A MCMAHAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1SHEILA LIERMANN
CompensationExplanation/CompensationExplanationGrp/PersonNm2BONNIE BROWN
CompensationExplanation/CompensationExplanationGrp/PersonNm3JUDD MCMAHAN
CompensationExplanation/CompensationExplanationGrp/PersonNm4HEATHER MCMAHAN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02012-07
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BEL AIR INVESTMENT ADVISORS, LLC
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061150
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt061150
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt061150
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM A MCMAHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHEILA LIERMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BONNIE BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JUDD MCMAHAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ID
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02087203255
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt070000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED LISTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10VARIOUS CHARITIES SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine20COLLEGE OF SOUTHERN IDAHO AND OTHERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX 1238
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0TWIN FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode083303
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021263
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt048737
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061150
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039887
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt048737
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM A MCMAHAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10PO BOX 2325
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0KETCHUM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0ID
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode083340
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0127
OtherDecreasesSchedule/OtherDecreasesDetail/Amount15
OtherDecreasesSchedule/OtherDecreasesDetail/Description0FEDERAL INCOME TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Description1FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BEL AIR MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PUBLIC NOTICE & ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011811
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111811
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt320
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0445
OtherIncreasesSchedule/OtherIncreasesDetail/Description0NON TAXABLE LLP DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0225
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID-BEL AIR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0225
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA LIERMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02087269022
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10RESOURCE TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0RESO
ReturnHeader/Filer/EIN0820466465
ReturnHeader/Filer/PhoneNum02087269022
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 3125
ReturnHeader/Filer/USAddress/City0KETCHUM
ReturnHeader/Filer/USAddress/State0ID
ReturnHeader/Filer/USAddress/ZIPCode083340
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GARY K SHELTON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102056 NW TALAPUS CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0977015488
ReturnHeader/PreparerPersonGrp/PhoneNum02087203255
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY K SHELTON CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-11T16:41:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.08$0.09$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.33$0.07$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.09$0.11$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.18$0.09$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.06$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$0.05$0.07$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.07$0.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.06$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.00$0.07$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.42$0.07$0.35
2015Summary only. Only limited summary data is available for this year.$0.89$0.00$0.02$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.02$0.07$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07