Civic Intelligence

Lone Wolf Tr

990PF • Fiscal year 2020 • EIN 82-6627989

Jan 01, 2020 to Dec 31, 2020 • Filed on May 18, 2021

Organization Profile
2121 Market StMontrose, CO 81401

(720) 766-6062

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

5th percentile

-165%

Higher net margin than 5% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

16th percentile

-4.2%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,541,141

Down $288,543 (-4.2%) from 2019

Net Assets

$6,541,141

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin5th percentile

Revenue

Down

$174,481

Down $1,122,426 (-87%) from 2019

Expenses

Up

$463,024

Up $187,268 (+68%) from 2019

Net Income

Down

-$288,543

Down $1,309,694 (-128%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$15M$10M$5.0M$0Assets 2019: $6,829,684Liabilities 2019: $02019Assets 2020: $6,541,141Liabilities 2020: $1Net Assets 2020: $6,541,1412020Assets 2021: $6,604,009Liabilities 2021: $1Net Assets 2021: $6,604,0092021Assets 2022: $6,556,038Liabilities 2022: $1Net Assets 2022: $6,556,0382022Assets 2023: $11,620,278Liabilities 2023: $1Net Assets 2023: $11,620,2782023Assets 2024: $11,996,923Liabilities 2024: $0Net Assets 2024: $11,996,9232024

Highlighted filing

2020

Assets$6,541,141
Liabilities$1
Net Assets$6,541,141
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $1,296,907Expenses 2019: $275,756Net Income 2019: $1,021,1512019Revenue 2020: $174,481Expenses 2020: $463,024Net Income 2020: -$288,5432020Revenue 2021: $531,749Expenses 2021: $468,881Net Income 2021: $62,8682021Revenue 2022: $177,503Expenses 2022: $225,474Net Income 2022: -$47,9712022Revenue 2023: $5,505,386Expenses 2023: $441,146Net Income 2023: $5,064,2402023Revenue 2024: $895,581Expenses 2024: $518,936Net Income 2024: $376,6452024

Highlighted filing

2020

Revenue$174,481
Expenses$463,024
Net Income-$288,543
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 18, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PIERCE MANGURIANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lone Wolf Trust
EIN
82-6627989
Address
2121 MARKET ST, MONTROSE, CO 81401

Signing Officer

Name
Pierce Mangurian
Title
Trustee
Phone
7207666062
Signed
2021-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Doug Ashman CPA
Address
2153 Lightstone, Fredericksburg, TX 78624
Preparer
Doug Ashman
Phone
8304561128
Raw XML Appendix292 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
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01725
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm0BNY MELLON WEALTH MANAGEMENT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06046979
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BNY MELLON
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037362
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0194
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06541141
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0350458
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0350458
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0350458
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0352007
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01549
IRS990PF/DistributableAmountGrp/TotalTaxAmt01549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03653
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07147347
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0536916
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06610431
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0107210
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07040137
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PIERCE MANGURIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTROSE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE ORGANIZATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO CARRY OUT THE ORGANIZATIONS EXEMPT PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1431 18TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22900 N ROCKY POINT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MEMPHIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0400000
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/AppliedToCurrentYearAmt0304441
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt097284
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0350458
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0401725
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt046017
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt097284
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01088
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt059682
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt059682
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01617
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01617
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PIERCE MANGURIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07207666062
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LONE WOLF TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LONE
ReturnHeader/Filer/EIN0826627989
ReturnHeader/Filer/USAddress/AddressLine1Txt02121 MARKET ST
ReturnHeader/Filer/USAddress/CityNm0MONTROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Doug Ashman CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02153 Lightstone
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fredericksburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078624
ReturnHeader/PreparerPersonGrp/PhoneNum08304561128
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Doug Ashman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-15T16:05:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PIERCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MANGURIAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,541,141
Liabilities
$1
Net assets
$6,541,141
Revenue
$174,481
Expenses
$463,024
Net income
-$288,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.90$0.52$0.38
2023Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$5.51$0.44$5.06
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.18$0.23$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.53$0.47$0.06
2020Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.17$0.46$0.29
2019Summary only. Only limited summary data is available for this year.$6.83$0.00$1.30$0.28$1.02