Civic Intelligence

Agnese Nelms Haury Charitable Tr

990PF • Fiscal year 2021 • EIN 82-6981817

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 02, 2022

Organization Profile
8342 E Via DE DoradoScottsdale, AZ 85258-3806

(520) 529-2242

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-2868%

Higher net margin than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

1st percentile

-61%

Faster asset growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

20%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,797,276

Down $2,868,128 (-61%) from 2020

Net Assets

Down

$1,797,276

Down $2,868,128 (-61%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin1st percentile

Revenue

Up

$99,996

Up $16,752 (+20%) from 2020

Expenses

Up

$2,968,124

Up $2,765,062 (+1362%) from 2020

Net Income

Down

-$2,868,128

Down $2,748,310 (-2294%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,665,404Liabilities 2020: $0Net Assets 2020: $4,665,4042020Assets 2021: $1,797,276Liabilities 2021: $0Net Assets 2021: $1,797,2762021Assets 2022: $1,815,839Liabilities 2022: $0Net Assets 2022: $1,815,8392022Assets 2024: $1,752,747Liabilities 2024: $0Net Assets 2024: $1,752,7472024

Highlighted filing

2021

Assets$1,797,276
Liabilities$0
Net Assets$1,797,276
Open 2021 Filing

Operations Trend

Revenue Growth56th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2020: $83,244Expenses 2020: $203,062Net Income 2020: -$119,8182020Revenue 2021: $99,996Expenses 2021: $2,968,124Net Income 2021: -$2,868,1282021Revenue 2022: $48,504Expenses 2022: $29,941Net Income 2022: $18,5632022Revenue 2024: $114,703Expenses 2024: $59,142Net Income 2024: $55,5612024

Highlighted filing

2021

Revenue$99,996
Expenses$2,968,124
Net Income-$2,868,128
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 2, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY M GRIERCo-TrusteePT$0--
GREGORY V GADARIANCo-Trustee-$0--
TAMMY BARNETTCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Agnese Nelms Haury Charitable Trust
EIN
82-6981817
Phone
5205292242
Address
8342 E VIA DE DORADO, SCOTTSDALE, AZ 85258-3806

Signing Officer

Name
Mary M Grier Co-trustee
Title
Co-trustee
Phone
5205292242
Signed
2022-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
5255 EAST WILLIAMS CIRCLE SUITE, 5000, TUCSON, AZ 85711
Preparer
Susan Jacobson
Phone
5207903500
Raw XML Appendix363 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt05193
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04933
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0260
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF PAGE 5
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0INADVERTENT LOAN TO DISQUALIFIED PERSON
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING DECEMBER 2021, AN AUTOMATIC PAYMENT OF A PERSONAL EXPENDITURE IN THE AMOUNT OF $68 WAS MISTAKENLY CODED BY THE FOUNDATION MANAGER TO BE PAID FROM A TRUST BANK ACCOUNT. IN JULY 2022 WHEN THE MISTAKE WAS DISCOVERED, THE FOUNDATION MANAGER IMMEDIATELY REIMBURSED THE FOUNDATION FOR THE FULL AMOUNT.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01683090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD LIFESTRATEGY CONSRV GRWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01876736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt039489
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2868128
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0237652
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt099075
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0581
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02968124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt099996
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt099996
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09418
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0921
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010339
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LIFESTRATEGY CONSRV GRWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt060482
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2868128
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01797276
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0145465
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01377
IRS990PF/DistributableAmountGrp/TotalTaxAmt01377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04647
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04647
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06024
IRS990PF/FMVAssetsEOYAmt01990922
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt068
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt068
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04750648
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08152
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07028
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07028
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-85244
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0112598
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01887546
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt044304
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0953452
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY M GRIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GREGORY V GADARIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TAMMY BARNETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12200 E RIVER ROAD SUITE 123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211302 E HOLSTER DR
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SCOTTSDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085258
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY M GRIER
IRS990PF/StatementsRegardingActyGrp/PhoneNum05205292242
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt184
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22976
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3211
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt311
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt436
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22976
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4721
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1581
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY M GRIER CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05205292242
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AGNESE NELMS HAURY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MARY M GRIER CO-TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0AGNE
ReturnHeader/Filer/EIN0826981817
ReturnHeader/Filer/PhoneNum05205292242
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0852583806
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05255 EAST WILLIAMS CIRCLE SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt05000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085711
ReturnHeader/PreparerPersonGrp/PhoneNum05207903500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN JACOBSON
ReturnHeader/ReturnTs02022-10-14T17:35:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIER CO-TRUSTEE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,797,276
Liabilities
$0
Net assets
$1,797,276
Revenue
$99,996
Expenses
$2,968,124
Net income
-$2,868,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.11$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.05$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.10$2.97$2.87
2020Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.08$0.20$0.12
Peer Organizations

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