Civic Intelligence

Barr Nancy E Charitable Tua

990PF • Fiscal year 2022 • EIN 83-2787798

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 28, 2023

Organization Profile
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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

81st percentile

37%

Higher net margin than 81% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$86,597

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

64th percentile

4.1%

Faster asset growth than 64% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,582,318

Up $257,730 (+4.1%) from 2021

Net Assets

Up

$6,582,318

Up $257,730 (+4.1%) from 2021

Liabilities

Up

$1

Up $1 from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin81st percentile

Revenue

Up

$681,686

Up $135,206 (+25%) from 2021

Expenses

Up

$429,230

Up $65,557 (+18%) from 2021

Net Income

Up

$252,456

Up $69,649 (+38%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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: $0Net Assets 2020: $6,146,6392020Assets 2021: $6,324,588Liabilities 2021: $0Net Assets 2021: $6,324,5882021Assets 2022: $6,582,318Liabilities 2022: $1Net Assets 2022: $6,582,3182022

Highlighted filing

2022

Assets$6,582,318
Liabilities$1
Net Assets$6,582,318
Open 2022 Filing

Operations Trend

Revenue Growth75th percentile

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

2022

Revenue$681,686
Expenses$429,230
Net Income$252,456
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$86,597-$86,597
JONATHAN GRANGERCo-Trustee-$7,155-$7,155
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
2023-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18517834107 LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20532457108 ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2311135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2492826C839 VISA INC-CLASS A SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27512807108 LAM RESEARCH CORP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28904767704 UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29460690100 INTERPUBLIC GROUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3056501R106 MANULIFE FINANCIAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3194106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33H84989104 TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3417275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3587612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36H2906T109 GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3775513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3909857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4009260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42405217100 HAIN CELESTIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4302079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45BIT990000 BLACKSTONE REAL ESTA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4663872T729 ALPA SPLX MGD FUTR S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47464287705 ISHARES S&P MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48464287887 ISHARES S&P SMALL-CA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49722005667 PIMCO COMMODITY REAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50464288281 ISHARES JP MORGAN US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51693391559 PIMCO EMERG MKTS BD-
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58872365713 TCW EMRG MRKTS INC-P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SWR990003 STARWOOD REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60418056107 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6164128R608 NEUBERGER BERMAN LON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6209260C703 BLACKROCK GL L/S CRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6346429B366 ISHARES CMBS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64464288687 ISHARES PREFERRED &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6546434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6630303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67464288588 ISHARES MBS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68922031760 VANGUARD HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70550021109 LULULEMON ATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71518439104 ESTEE LAUDER COMPANI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7213645T100 CANADIAN PAC RY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7390138F102 TWILIO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74252131107 DEXCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76001084102 AGCO CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77892356106 TRACTOR SUPPLY CO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7892532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79679295105 OKTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8090384S303 ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8145866F104 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83896239100 TRIMBLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8436262G101 GXO LOGISTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8516679L109 CHEWY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8646120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8779466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9067066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9178409V104 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9234964C106 FORTUNE BRANDS HOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93040413106 ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94016255101 ALIGN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9515135B101 CENTENE CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9721036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98G1151C101 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9964110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10073278L105 POOL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101G66721104 NORWEGIAN CRUISE LIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10222160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103339041105 FLEETCOR TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104983793100 XPO LOGISTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10581762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107893641100 TRANSDIGM GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0128149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1194902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21369561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4515027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5408798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6126943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8273296
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146090F100 INVESCO OPTIMUM YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2922908629 VANGUARD MIDCAP VIPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BIT990000 BLACKSTONE REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt446434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5381430107 GOLDMAN SACHS ACTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt633739H101 FIRST TRUST GLOBAL T
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0127953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1166511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21207982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3202234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4510057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5412705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6117160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7125407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8248463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0220423
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0461263
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0681686
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0681686
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01035
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01035
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0461263
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09375
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt084377
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt093752
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0320000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0320000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0205522
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0220423
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0252456
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08952833
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0461263
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0579113
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00

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Filings

Displayed year

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

Open filing
Assets
$6,582,318
Liabilities
$1
Net assets
$6,582,318
Revenue
$681,686
Expenses
$429,230
Net income
$252,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.68$0.43$0.25
2021Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.55$0.36$0.18
2020Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.14$0.34$0.21