Civic Intelligence

Resource Trust Inc.

990PF • Fiscal year 2011 • EIN 82-0466465

Jul 01, 2010 to Jun 30, 2011 • Filed on May 07, 2012

P O Box 312583340
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$934,028

No earlier filing loaded for comparison.

Net Assets

$934,028

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$66,461

No earlier filing loaded for comparison.

Net Income

-

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

2011

Assets$934,028
Liabilities$0
Net Assets$934,028

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

2011

Revenue-
Expenses$66,461
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 7, 2012
Return Version
2010v3.7
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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSANTA BARBARA CITY COLLEGSCHOLARSHIP FUND AND OTHER CHARITY-SANTA BARBARA, CA, US$53,300
Filing and Contact Details

Filer

EIN
82-0466465
Raw XML Appendix286 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/AccountingFees/Amount02467
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02467
CompensationExplanation/Compensation/PersonName0WILLIAM A MCMAHAN
CompensationExplanation/Compensation/PersonName1SHEILA LIERMANN
CompensationExplanation/Compensation/PersonName2BONNIE BROWN
CompensationExplanation/Compensation/PersonName3JUDD MCMAHAN
CompensationExplanation/Compensation/PersonName4HEATHER MCMAHAN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis020560
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis1333818
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12009-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12011-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice019542
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1351905
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0BEL AIR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1BEL AIR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0-1018
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet118087
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0892032
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01122253
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0BEL AIR INVESTMENT ADVISORS, LLC
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome021107
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome017069
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/RelatedOrExemptFunctionIncome06000
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome044176
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA044176
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02467
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02467
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps053300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss053300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm021107
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss021107
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-22285
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0371447
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss017069
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome013982
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm010067
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss010103
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm06000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss06000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0591
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps053300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm013125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss066461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome027107
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses044176
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm013125
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss013161
IRS990PF/BalanceSheets/CashBOY08795
IRS990PF/BalanceSheets/CashEOY08954
IRS990PF/BalanceSheets/CashEOYFMV08954
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0944793
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0892032
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01122253
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0956158
IRS990PF/BalanceSheets/RetainedEarningsEOY0934028
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02570
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY033042
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV033042
IRS990PF/BalanceSheets/TotalAssetsBOY0956158
IRS990PF/BalanceSheets/TotalAssetsEOY0934028
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01164249
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0956158
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0934028
IRS990PF/BalanceSheets/TotalNetAssetsBOY0956158
IRS990PF/BalanceSheets/TotalNetAssetsEOY0934028
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-22285
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0155
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0934028
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0956158
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0934028
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted056093
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj056093
IRS990PF/DistributableAmount/DistributableAmountBeforeDed056093
IRS990PF/DistributableAmount/MinimumInvestmentReturn056373
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0280
IRS990PF/DistributableAmount/TotalTax0280
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0280
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0280
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0280
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0280
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01164249
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01144629
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances057840
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01086789
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable017169
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn056373
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01127460
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01144629
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM A MCMAHAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SHEILA LIERMANN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2BONNIE BROWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JUDD MCMAHAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4HEATHER MCMAHAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECTY/TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 2325
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11P O BOX 3125
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122965 INGALLIS WAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1326 TOWNSEND GULCH ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1426 TOWNSEND GULCH RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0KETCHUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1KETCHUM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2EUGENE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3BELLEVUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4BELLEVUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0ID
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1ID
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3ID
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4ID
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode083340
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode183340
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode297401
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode383313
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode483313
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct054117
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets053977
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.047875
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.049069
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.045101
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.052544
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.039092
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.053567
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01127460
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101068581
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201064279
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301368466
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401335597
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501299240
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0140
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions053300
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1052434
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2048000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3071904
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4052211
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5069596
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.239373
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions053300
IRS990PF/QualifyingDistributions/ExpensesAndContributions053300
IRS990PF/QualifyingDistributions/QualifyingDistributions053300
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0ID
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount053300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP FUND AND OTHER CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SANTA BARBARA CITY COLLEG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20SANTA BARBARA CITY COLLEGE AND OTHERS PER SCHEDULE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10721 CLIFF DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20721 CLIFF DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode093104
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear053300
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear075
IRS990PF/UndistributedIncome/AppliedToYear1053225
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted056093
IRS990PF/UndistributedIncome/QualifyingDistributions053300
IRS990PF/UndistributedIncome/UndistributedIncomeCY056018
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear053225
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description2BEL AIR MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/Description3PUBLIC NOTICE & ADMIN FEES
OtherExpensesSchedule/OtherExpenses/Description4MISC
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0121
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome19946
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0121
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks19946
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks219
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks317
OtherIncomeSchedule2/OtherIncome/Description0PRIOR YEAR CONTRIB RETURNED
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome06000
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks06000
OtherIncreasesSchedule/OtherIncreases/Amount0155
OtherIncreasesSchedule/OtherIncreases/Description0ACCRUAL ADJUSTMENTS
TaxesSchedule/Taxes/Amount0591
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID-BEL AIR
TaxesSchedule/Taxes/NetInvestmentIncome0591
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0820466465
ReturnHeader/Filer/Name/BusinessNameLine10RESOURCE TRUST INC
ReturnHeader/Filer/NameControl0RESO
ReturnHeader/Filer/Phone02087269022
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 3125
ReturnHeader/Filer/USAddress/City0KETCHUM
ReturnHeader/Filer/USAddress/State0ID
ReturnHeader/Filer/USAddress/ZIPCode083340
ReturnHeader/Officer/DateSigned02012-05-07
ReturnHeader/Officer/Name0SHEILA LIERMANN
ReturnHeader/Officer/Phone02087269022
ReturnHeader/Officer/Title0SECRETARY/TREASURER
ReturnHeader/Preparer/DatePrepared02012-05-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GARY K SHELTON CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102056 NW TALAPUS CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BEND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0977015488
ReturnHeader/Preparer/Name0GARY K SHELTON CPA CFP
ReturnHeader/Preparer/Phone02087203255
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-05-08T21:40:49-05:00

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