Civic Intelligence

Phase 2 Removal Site Evaluation Trust

990 • Fiscal year 2021 • EIN 82-2790358

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 06, 2022

Organization ProfileWWW.NAVAJOAUMTRUST2.ORG
PO Box 848Navajo, NM 87328

(505) 777-2393

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

10.89x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

1st percentile

-25255%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$278,790

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4725.3% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

4th percentile

-16%

Faster asset growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$11,469,382

Down $2,179,031 (-16%) from 2020

Net Assets

Down

$11,405,130

Down $1,989,130 (-15%) from 2020

Liabilities

Down

$64,252

Down $189,901 (-75%) from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin1st percentile

Revenue

Down

$5,900

Down $11,892,881 (-100%) from 2020

Expenses

Down

$1,495,937

Down $1,670,484 (-53%) from 2020

Net Income

Down

-$1,490,037

Down $10,222,397 (-117%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$20M$15M$10M$5.0M$0Assets 2019: $4,215,026Liabilities 2019: $216,085Net Assets 2019: $3,998,9412019Assets 2020: $13,648,413Liabilities 2020: $254,153Net Assets 2020: $13,394,2602020Assets 2021: $11,469,382Liabilities 2021: $64,252Net Assets 2021: $11,405,1302021Assets 2022: $14,176,263Liabilities 2022: $291,224Net Assets 2022: $13,885,0392022Assets 2023: $16,692,851Liabilities 2023: $393,290Net Assets 2023: $16,299,5612023Assets 2024: $15,211,352Liabilities 2024: $1,096,990Net Assets 2024: $14,114,3622024

Highlighted filing

2021

Assets$11,469,382
Liabilities$64,252
Net Assets$11,405,130
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $58,430Expenses 2019: $3,448,315Net Income 2019: -$3,389,8852019Revenue 2020: $11,898,781Expenses 2020: $3,166,421Net Income 2020: $8,732,3602020Revenue 2021: $5,900Expenses 2021: $1,495,937Net Income 2021: -$1,490,0372021Revenue 2022: $4,397,542Expenses 2022: $1,917,633Net Income 2022: $2,479,9092022Revenue 2023: $4,800,055Expenses 2023: $2,384,434Net Income 2023: $2,415,6212023Revenue 2024: $930,659Expenses 2024: $3,115,858Net Income 2024: -$2,185,1992024

Highlighted filing

2021

Revenue$5,900
Expenses$1,495,937
Net Income-$1,490,037
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 6, 2022
Return Version
2021v4.2
Gross Receipts
$2,883,152
Mission and Program Overview

Mission

Phase 2 removal site evaluation trust is to conduct investigations at 30 mines, 13 of those mines are located in the cameron area and the remaining mines are to be identified in the future. A water study at the claim 28 mine in blue gap will be performed and another location tbd.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$12,619,844$11,215,877▼ $1,403,967
Accounts Receivable-$2,877,250-
Cash and Non-Interest-Bearing Accounts$249,859$245,800▼ $4,059
Prepaid Expenses and Deferred Charges$280,242$5,890▼ $274,352
Total Assets$13,151,778$14,346,650▲ $1,194,872
Other Assets Total$1,833$1,833→ $0
Liabilities
Accounts Payable and Accrued Expenses$256,611$65,281▼ $191,330
Total Liabilities$256,611$65,281▼ $191,330
Net Assets / Fund Balance
Net Assets With Donor Restrictions$12,895,162$14,281,369▲ $1,386,207
Net Assets Without Donor Restrictions$5--
Total Net Assets Fund Balance$12,895,167$14,281,369▲ $1,386,202
Total Liabilities and Net Assets / Fund Balance$13,151,778$14,346,650▲ $1,194,872

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,833--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Derrith Watchman-mooreTrusteeFT$278,790$278,790

Highest Paid Contractors

ContractorServicesLocationCompensation
Ecology And Environmental INCEnvr Assessment368 PLEASANT VIEW DR, Lancaster, NY 14086$1,006,210
Revenue and Support

Revenue Composition

Contributions and Grants
$2,877,250
Program Service Revenue
$0
Investment Income
$5,902
Other Revenue
$0
Change in Net Assets
$1,386,202
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,125,833
Salaries, Compensation, and Employee Benefits$371,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,058,728--$1,058,728
Current Officers, Directors, Trustees, and Key Employees$282,887--$282,887
Other Salaries and Wages$79,241--$79,241
Occupancy$21,145--$21,145
Fees for Services Legal$19,893--$19,893
Fees for Services Accounting$7,590--$7,590
Insurance$7,491--$7,491
Payroll Taxes$6,808--$6,808
Office Expenses$6,313--$6,313
Information Technology$2,308--$2,308
Other Employee Benefits$2,181--$2,181
Travel$1,953--$1,953
Advertising$223--$223
Other Expenses$189--$189
Total Functional Expenses$1,496,950$0$0$1,496,950
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Governing body meeting documentation Part VI line 8A

“Due to the fact that this is a trust there is no governing board or meetings and therefore there are no meeting minutes.”

Committee meeting documentation Part VI line 8B

“Since there are no meetings, there are no minutes.”

Form 990 governing body review Part VI line 11

“The organization reviews the final 990 draft prior to filing. The trusts accountant and trustee review the form.”

Conflict of interest policy compliance Part VI line 12C

“A conflict of interest policy is maintained in compliance with the agreement.”

CEO executive director top management comp Part VI line 15A

“The trustees pay was determined in the original funding agreement in 2017.”

Other officer or key employee compensation Part VI line 15B

“The trustee is responsible for determining employees pay and having them sign employment agreements.”

Governing documents etc available to public Part VI line 19

“The organization provides annual financial statements to the us enviromental protection agency (usepa) and the navajo nation enviromental protection agency (nnepa) through quarterly and annual meetings and presentations. As a result of the nature of thetrust and the roles of the usepa and nnepa, the documents are made public.”

Filing and Contact Details

Filer

Filer Name
Phase 2 Removal Site Evaluation Trust
EIN
82-2790358
Address
PO BOX 848, NAVAJO, NM 87328
Doing Business As
Phase 2 Rse Trust

Signing Officer

Name
Derrith Watchman-moore
Title
Trustee
Phone
5057772393
Signed
2022-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Derrith Watchman-moore
Formed
2017
Legal Domicile
Nm
Voting Board Members
1
Independent Board Members
0
Employees
3

Preparer

Firm
Johanna Klomann CPA Pllc
Address
419 W ASPEN AVE, FLAGSTAFF, AZ 86001
Preparer
Johanna Klomann CPA
Phone
9287748995
Supplemental Narrative

Additional Explanations

Amended return information

“Receivables due from the navajo nation were recorded and bi-annual audit was completed”

List of other fees for services expenses Part IX line 11G

“Environmental expense $1,006,210environmental technical advisor $52,518”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO THE FACT THAT THIS IS A TRUST THERE IS NO GOVERNING BOARD OR MEETINGS AND THEREFORE THERE ARE NO MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SINCE THERE ARE NO MEETINGS, THERE ARE NO MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REVIEWS THE FINAL 990 DRAFT PRIOR TO FILING. THE TRUSTS ACCOUNTANT AND TRUSTEE REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A CONFLICT OF INTEREST POLICY IS MAINTAINED IN COMPLIANCE WITH THE AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEES PAY WAS DETERMINED IN THE ORIGINAL FUNDING AGREEMENT IN 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TRUSTEE IS RESPONSIBLE FOR DETERMINING EMPLOYEES PAY AND HAVING THEM SIGN EMPLOYMENT AGREEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION PROVIDES ANNUAL FINANCIAL STATEMENTS TO THE US ENVIROMENTAL PROTECTION AGENCY (USEPA) AND THE NAVAJO NATION ENVIROMENTAL PROTECTION AGENCY (NNEPA) THROUGH QUARTERLY AND ANNUAL MEETINGS AND PRESENTATIONS. AS A RESULT OF THE NATURE OF THETRUST AND THE ROLES OF THE USEPA AND NNEPA, THE DOCUMENTS ARE MADE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ENVIRONMENTAL EXPENSE $1,006,210ENVIRONMENTAL TECHNICAL ADVISOR $52,518
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHANNA KLOMANN CPA
ReturnHeader/ReturnTs02024-08-06T11:09:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,469,382
Liabilities
$64,252
Net assets
$11,405,130
Revenue
$5,900
Expenses
$1,495,937
Net income
-$1,490,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$1.10$14.1$0.93$3.12$2.19
2023Detailed filing. Detailed filing data is available for this year.$16.7$0.39$16.3$4.80$2.38$2.42
2022Detailed filing. Detailed filing data is available for this year.$14.2$0.29$13.9$4.40$1.92$2.48
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.06$11.4$0.01$1.50$1.49
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.25$13.4$11.9$3.17$8.73
2019Detailed filing. Detailed filing data is available for this year.$4.22$0.22$4.00$0.06$3.45$3.39