Civic Intelligence

Agnese Nelms Haury Charitable Tr

990PF • Fiscal year 2022 • EIN 82-6981817

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

82nd percentile

38%

Higher net margin than 82% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

54th percentile

1.0%

Faster asset growth than 54% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-51%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,815,839

Up $18,563 (+1.0%) from 2021

Net Assets

Up

$1,815,839

Up $18,563 (+1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin82nd percentile

Revenue

Down

$48,504

Down $51,492 (-51%) from 2021

Expenses

Down

$29,941

Down $2,938,183 (-99%) from 2021

Net Income

Up

$18,563

Up $2,886,691 (+101%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$1,815,839
Liabilities$0
Net Assets$1,815,839
Open 2022 Filing

Operations Trend

Revenue Growth12th 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

2022

Revenue$48,504
Expenses$29,941
Net Income$18,563
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF ARIZONA FOUNDATIONLAS TORTUGAS ARCHAELOGICAL INVESTIGATIONPCTUCSON, AZ, US$10,000
Paid GrantUNIVERSITY OF ARIZONA FOUNDATIONPATHWAY SCHOLARS PROGRAMPCTUCSON, AZ, US$10,000
Paid GrantJUVENILE DIABETES RESEARCH FOUNDATIONRESEARCHPCNEW YORK, NY, US$2,000
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
2023-11-09
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.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05471
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0288
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/BookValueAmt01726760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD LIFESTRATEGY CONSRV GRWTH
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TAMMY BARNETT
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY M GRIER
IRS990PF/StatementsRegardingActyGrp/PhoneNum05205292242
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY M GRIER CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05205292242
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AGNESE NELMS HAURY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AGNE
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ReturnHeader/Filer/PhoneNum05205292242
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ReturnHeader/Filer/USAddress/ZIPCd0852583806
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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/PreparationDt02023-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN JACOBSON
ReturnHeader/ReturnTs02023-11-11T12:54:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIER CO-TRUSTEE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,815,839
Liabilities
$0
Net assets
$1,815,839
Revenue
$48,504
Expenses
$29,941
Net income
$18,563
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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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