Civic Intelligence

Barr Nancy E Charitable Tua

990PF • Fiscal year 2020 • EIN 83-2787798

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 09, 2021

6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

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

-151%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

46th percentile

$80,139

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 58.8% of source-year revenue.

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

Asset Growth

20th percentile

-3.3%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

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

Assets

$6,146,639

No earlier filing loaded for comparison.

Net Assets

$6,146,639

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue

$136,313

No earlier filing loaded for comparison.

Expenses

$342,318

No earlier filing loaded for comparison.

Net Income

-$206,005

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,146,639Liabilities 2020: $1Net Assets 2020: $6,146,6392020Assets 2021: $6,324,588Liabilities 2021: $0Net Assets 2021: $6,324,5882021Assets 2022: $6,582,318Liabilities 2022: $0Net Assets 2022: $6,582,3182022

Highlighted filing

2020

Assets$6,146,639
Liabilities$1
Net Assets$6,146,639

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2020: $136,313Expenses 2020: $342,318Net Income 2020: -$206,0052020Revenue 2021: $546,480Expenses 2021: $363,673Net Income 2021: $182,8072021Revenue 2022: $681,686Expenses 2022: $429,230Net Income 2022: $252,4562022

Highlighted filing

2020

Revenue$136,313
Expenses$342,318
Net Income-$206,005
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 9, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$80,139-$80,139
JONATHAN GRANGERTrustee-$6,497-$6,497
Filing and Contact Details

Filer

Filer Name
Barr Nancy E Charitable Tua-main
EIN
83-2787798
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Y2573F102 FLEX LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29512807108 LAM RESEARCH CORP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30904767704 UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31460690100 INTERPUBLIC GROUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3256501R106 MANULIFE FINANCIAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3394106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35H84989104 TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3617275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3700206R102 AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3887612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39H2906T109 GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4075513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4209857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4309260D107 BLACKSTONE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45405217100 HAIN CELESTIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4602079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47594918104 MICROSOFT CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt173646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt253485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3232179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4219710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt562671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt669404
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8109790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt980409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12280000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1475088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15149989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17135017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19100944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20210809
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22170000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27101446
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt417275R102 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7H84989104 TE CONNECTIVITY LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt912572Q105 CME GROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1125243Q205 DIAGEO PLC - ADR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17867224107 SUNCOR ENERGY INC NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19192446102 COGNIZANT TECH SOLUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2087612E106 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2191324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2258933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2478462F103 SPDR S & P 500 ETF T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2646432F842 ISHARES CORE MSCI EA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29532457108 ELI LILLY & CO COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt339128286X3 US TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3731641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3800143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3900206R102 AT & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41036752AB9 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt429128285M8 US TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46912828QN3 U S TREASURY NT 3.12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47464288588 ISHARES MBS ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4977958B402 T ROWE PRICE INST FL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5164128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52404280AN9 HSBC HOLDING PLC 4.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5431620M106 FIDELITY NATL INFORM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5706051GHT9 VR BANK OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5806367WMQ3 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5966989HAJ7 NOVARTIS CAPITAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60912828N30 US TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64037833AK6 APPLE INC 2.400% 5/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65922031760 VANGUARD HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66693391559 PIMCO EMERG MKTS BD-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67921943858 VANGUARD FTSE DEVELO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6959156RBH0 METLIFE INC 3.600% 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70912828NT3 US TREASURY NOTE 2.6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7114040HBP9 CAPITAL ONE FINANCIA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73464287168 ISHARES SELECT DIVID
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75Y2573F102 FLEXTRONICS INTL LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76693475105 PNC FINANCIAL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7889151E109 TOTAL FINA ELF S.A.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7909260C703 BLACKROCK GL L/S CRE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82912828WJ5 US TREASURY NOTE 2.5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt839128286T2 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84147069EV6 CASA GRANDE AZ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8586562MAQ3 SUMITOMO MITSUI FINL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87BIT990000 BLACKSTONE REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88921937827 VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89172967LQ2 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90912828F21 US TREASURY NOTE 2.1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt919128286A3 US TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93912828M56 US TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95512807108 LAM RESEARCH CORP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96883556102 THERMO FISHER SCIENT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9802079K107 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1003135G0ZR7 FED NATL MTG ASSN 2.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101912828XQ8 US TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103891160509 TORONTO DOMINION BK
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