Civic Intelligence

Ruth T Frey Charitable Tua

990PF • Fiscal year 2021 • EIN 86-6742586

Apr 29, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
P O Box 32760Louisville, KY 40232-2760

(502) 588-9133

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$2,935

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

$500,883

No earlier filing loaded for comparison.

Net Assets

$500,883

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin99th percentile

Revenue

$468,117

No earlier filing loaded for comparison.

Expenses

$4,095

No earlier filing loaded for comparison.

Net Income

$464,022

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $500,883Liabilities 2021: $0Net Assets 2021: $500,8832021Assets 2022: $1,969,164Liabilities 2022: $0Net Assets 2022: $1,969,1642022Assets 2023: $3,322,753Liabilities 2023: $0Net Assets 2023: $3,322,7532023Assets 2024: $3,297,986Liabilities 2024: $0Net Assets 2024: $3,297,9862024

Highlighted filing

2021

Assets$500,883
Liabilities$0
Net Assets$500,883
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2021: $468,117Expenses 2021: $4,095Net Income 2021: $464,0222021Revenue 2022: $629,728Expenses 2022: $45,565Net Income 2022: $584,1632022Revenue 2023: $17,303Expenses 2023: $183,025Net Income 2023: -$165,7222023Revenue 2024: $170,293Expenses 2024: $199,314Net Income 2024: -$29,0212024

Highlighted filing

2021

Revenue$468,117
Expenses$4,095
Net Income$464,022
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 29, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,935-$2,935
Filing and Contact Details

Filer

Filer Name
Ruth T Frey Charitable Tua
EIN
86-6742586
Phone
5025889133
Address
P O BOX 32760, LOUISVILLE, KY 40232-2760

Signing Officer

Name
Mark K Nickel
Title
Trustee
Phone
5025889133
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Reliance Integrated Solutions LLC
Address
4900 W BROWN DEER RD, BROWN DEER, WI 53223
Preparer
Ken Hoang
Phone
4148153900
Raw XML Appendix320 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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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01267
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022830
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RUTH T FREY IRA ACCOUNT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O BAIRD TRUST COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0PO BOX 32760
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOUISVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd040232
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0441592
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt036862
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0878.955 SHS FIRST EAGLE GLOBAL FUND CLASS A
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-06-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0348
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0348
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0555
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0741
OtherIncreasesSchedule/OtherIncreasesDetail/Amt036861
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FIRST EAGLE GLOBAL FUND CLASS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RUTH T FREY IRA ACCOUNT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O BAIRD TRUST COMPANY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0PO BOX 32760
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LOUISVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0KY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd040232
TaxesSchedule/TaxesDetail/Amt058
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt058
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK K NICKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05025889133
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH T FREY CHARITABLE TUA
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0866742586
ReturnHeader/Filer/PhoneNum05025889133
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 32760
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402322760
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481248384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RELIANCE INTEGRATED SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 W BROWN DEER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROWN DEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053223
ReturnHeader/PreparerPersonGrp/PhoneNum04148153900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEN HOANG
ReturnHeader/ReturnTs02022-05-10T09:00:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-04-29
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$500,883
Liabilities
$0
Net assets
$500,883
Revenue
$468,117
Expenses
$4,095
Net income
$464,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.17$0.20$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.02$0.18$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.63$0.05$0.58
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.47$0.00$0.46