Civic Intelligence

Phase 2 Removal Site Evaluation Trust

EIN 82-2790358 • 501(c)3 • Navajo, NM

Profile

To conduct investigations at the remaining 17 mines identified and located in central and northern arizona on navajo lands. Two water studies were identified; one mine is located in blue gap tachee, az and one mine is located in sweetwater, az.

PO Box 848Navajo, NM 87328

www.navajoaumtrust2.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.07x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

1.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

2nd percentile

-235%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

3.6%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

4th percentile

-54%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$15,211,352

Down $1,481,499 (-8.9%) from 2023

Liabilities

Up

$1,096,990

Up $703,700 (+179%) from 2023

Net Assets

Down

$14,114,362

Down $2,185,199 (-13%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin2nd percentile

Revenue

Down

$930,659

Down $3,869,396 (-81%) from 2023

Expenses

Up

$3,115,858

Up $731,424 (+31%) from 2023

Net Income

Down

-$2,185,199

Down $4,600,820 (-190%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$15,211,352
Liabilities$1,096,990
Net Assets$14,114,362
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$930,659
Expenses$3,115,858
Net Income-$2,185,199
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,211,352
Liabilities
$1,096,990
Net assets
$14,114,362
Revenue
$930,659
Expenses
$3,115,858
Net income
-$2,185,199
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$930,659
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.

To conduct investigations at the remaining 17 mines identified and located in central and northern arizona on navajo lands. Two water studies were identified; one mine is located in blue gap tachee, az and one mine is located in sweetwater, az.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,194,138$11,204,071▼ $1,990,067
Accounts Receivable$3,239,750$3,754,207▲ $514,457
Cash and Non-Interest-Bearing Accounts$250,000$250,000→ $0
Prepaid Expenses and Deferred Charges$7,130$1,241▼ $5,889
Total Assets$16,692,851$15,211,352▼ $1,481,499
Other Assets Total$1,833$1,833→ $0
Liabilities
Accounts Payable and Accrued Expenses$393,290$1,096,990▲ $703,700
Total Liabilities$393,290$1,096,990▲ $703,700
Net Assets / Fund Balance
Net Assets With Donor Restrictions$16,299,561$14,114,362▼ $2,185,199
Total Net Assets Fund Balance$16,299,561$14,114,362▼ $2,185,199
Total Liabilities and Net Assets / Fund Balance$16,692,851$15,211,352▼ $1,481,499
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Derrith Watchman-mooreTrusteeFT$328,800$328,800

Highest Paid Contractors

ContractorServicesLocationCompensation
Wsp USA INCEnvr AssessmentPO BOX 732476, Dallas, TX 75373$2,105,800
Navajo Nation EpaEnvr AssessmentPO BOX 3089, Window Rock, AZ 86515$226,941
ParsonsEnvr Assessment1050 WEST WASHINGTON STREET SUITE 1, Tempe, AZ 85288-1492$151,414
Revenue and Support

Revenue Composition

Contributions and Grants
$514,457
Program Service Revenue
$0
Investment Income
$416,202
Other Revenue
$0
Change in Net Assets
$-2,185,199

Audited Revenue Reconciliation

Revenue per Audited Statements
$930,659
Total Revenue per Audited Statements
$930,659
Total Revenue per Form 990
$930,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,756,757
Salaries, Compensation, and Employee Benefits$359,101
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,627,236--$2,627,236
Current Officers, Directors, Trustees, and Key Employees$328,800--$328,800
Fees for Services Legal$42,451--$42,451
Fees for Services Accounting$32,201--$32,201
Other Salaries and Wages$28,156--$28,156
Occupancy$20,771--$20,771
Travel$17,272--$17,272
Insurance$8,226--$8,226
Office Expenses$6,826--$6,826
Payroll Taxes$2,145--$2,145
Information Technology$1,283--$1,283
Other Expenses$330--$330
Advertising$161--$161
Total Functional Expenses$3,115,858$0$0$3,115,858

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,115,858
Total Expenses per Audited Statements$3,115,858
Total Expenses per Form 990$3,115,858
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
Audit committee
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. The trust meets bi-weekly with the agencies (usepa and nnepa) and those minutes are documented.”

Committee meeting documentation Part VI line 8B

“The trust meets regularly with the agencies (usepa and nnepa). The trust records those meetings and tracks those 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 the trust and the roles of the usepa and nnepa, the documents are made public.”

Filing and Contact Details

Filer

Filer Name
Phase 2 Expanded Trust
EIN
82-2790358
In Care Of
% DERRITH WATCHMAN-MOORE
Phone
5057772393
Address
PO BOX 848, NAVAJO, NM 87328
Doing Business As
Phase 2 Expanded Trust

Signing Officer

Name
Derrith Watchman-moore
Title
Trustee
Phone
5057772393
Signed
2025-11-04
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
4

Preparer

Firm
Johanna Klomann CPA PLLC
Address
2218 E Cedar Ave, Flagstaff, AZ 86004
Preparer
Johanna Klomann CPA
Phone
9287748995
Supplemental Narrative

Additional Explanations

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

“Environmental expense $2,105,800environmental technical advisor $63,610community relations coordinator $28,562ee/ca consultant $151,414navajo nation advance for oversight $226,941trust office personnel $44,140crc/eta/tps $6,769”

Raw XML Appendix348 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.

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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0930659
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03115858
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DERRITH WATCHMAN-MOORE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0328800
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUE TO THE FACT THAT THIS IS A TRUST THERE IS NO GOVERNING BOARD OR MEETINGS AND THEREFORE THERE ARE NO MEETING MINUTES. THE TRUST MEETS BI-WEEKLY WITH THE AGENCIES (USEPA AND NNEPA) AND THOSE MINUTES ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST MEETS REGULARLY WITH THE AGENCIES (USEPA AND NNEPA). THE TRUST RECORDS THOSE MEETINGS AND TRACKS THOSE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REVIEWS THE FINAL 990 DRAFT PRIOR TO FILING. THE TRUSTS ACCOUNTANT AND TRUSTEE REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A CONFLICT OF INTEREST POLICY IS MAINTAINED IN COMPLIANCE WITH THE AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEES PAY WAS DETERMINED IN THE ORIGINAL FUNDING AGREEMENT IN 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEE IS RESPONSIBLE FOR DETERMINING EMPLOYEES PAY AND HAVING THEM SIGN EMPLOYMENT AGREEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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 THE TRUST AND THE ROLES OF THE USEPA AND NNEPA, THE DOCUMENTS ARE MADE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ENVIRONMENTAL EXPENSE $2,105,800ENVIRONMENTAL TECHNICAL ADVISOR $63,610COMMUNITY RELATIONS COORDINATOR $28,562EE/CA CONSULTANT $151,414NAVAJO NATION ADVANCE FOR OVERSIGHT $226,941TRUST OFFICE PERSONNEL $44,140CRC/ETA/TPS $6,769
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other fees for services expenses Part IX line 11g
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03115858
IRS990/TotalFunctionalExpensesGrp/TotalAmt03115858
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0393290
IRS990/TotalLiabilitiesEOYAmt01096990
IRS990/TotalLiabilitiesGrp/BOYAmt0393290
IRS990/TotalLiabilitiesGrp/EOYAmt01096990
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016299561
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014114362
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03115858
IRS990/TotalReportableCompFromOrgAmt0328800
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0416202
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0930659
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016692851
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015211352
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt017272
IRS990/TravelGrp/TotalAmt017272
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 848
IRS990/USAddress/CityNm0NAVAJO
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087328
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.NAVAJOAUMTRUST2.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DERRITH WATCHMAN-MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05057772393
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHASE 2 EXPANDED TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PHAS
ReturnHeader/Filer/EIN0822790358
ReturnHeader/Filer/InCareOfNm0% DERRITH WATCHMAN-MOORE
ReturnHeader/Filer/PhoneNum05057772393
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 848
ReturnHeader/Filer/USAddress/CityNm0NAVAJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087328
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800009682
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Johanna Klomann CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02218 E Cedar Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Flagstaff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd086004
ReturnHeader/PreparerPersonGrp/PhoneNum09287748995
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHANNA KLOMANN CPA
ReturnHeader/ReturnTs02025-11-11T10:08:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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