Civic Intelligence

Farley Charitable Trust

990PF • Fiscal year 2020 • EIN 91-6363571

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 30, 2020

PO Box 52007Phoenix, AZ 85072

(253) 591-2071

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-41%

Higher net margin than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$45,305

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,925,899

Down $54,214 (-1.8%) from 2019

Net Assets

$2,925,899

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$146,957

Down $74,975 (-34%) from 2019

Expenses

Up

$206,958

Up $30,297 (+17%) from 2019

Net Income

Down

-$60,001

Down $105,272 (-233%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,289,248Liabilities 2012: $02012Assets 2013: $2,476,371Liabilities 2013: $02013Assets 2014: $2,646,597Liabilities 2014: $02014Assets 2015: $2,670,939Liabilities 2015: $02015Assets 2019: $2,980,113Liabilities 2019: $02019Assets 2020: $2,925,899Liabilities 2020: $0Net Assets 2020: $2,925,8992020Assets 2021: $2,944,699Liabilities 2021: $0Net Assets 2021: $2,944,6992021Assets 2022: $3,060,441Liabilities 2022: $0Net Assets 2022: $3,060,4412022Assets 2023: $3,006,302Liabilities 2023: $0Net Assets 2023: $3,006,3022023Assets 2024: $2,858,747Liabilities 2024: $0Net Assets 2024: $2,858,7472024Assets 2025: $2,909,419Liabilities 2025: $0Net Assets 2025: $2,909,4192025

Highlighted filing

2020

Assets$2,925,899
Liabilities$0
Net Assets$2,925,899

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $190,030Expenses 2012: $169,092Net Income 2012: $20,9382012Revenue 2013: $361,464Expenses 2013: $175,536Net Income 2013: $185,9282013Revenue 2014: $367,076Expenses 2014: $190,212Net Income 2014: $176,8642014Revenue 2015: $227,037Expenses 2015: $196,000Net Income 2015: $31,0372015Revenue 2019: $221,932Expenses 2019: $176,661Net Income 2019: $45,2712019Revenue 2020: $146,957Expenses 2020: $206,958Net Income 2020: -$60,0012020Revenue 2021: $222,387Expenses 2021: $209,702Net Income 2021: $12,6852021Revenue 2022: $366,784Expenses 2022: $223,510Net Income 2022: $143,2742022Revenue 2023: $183,993Expenses 2023: $230,732Net Income 2023: -$46,7392023Revenue 2024: $65,827Expenses 2024: $218,574Net Income 2024: -$152,7472024Revenue 2025: $270,627Expenses 2025: $219,450Net Income 2025: $51,1772025

Highlighted filing

2020

Revenue$146,957
Expenses$206,958
Net Income-$60,001
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 30, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ATrusteePT$45,305-$45,305
Filing and Contact Details

Filer

Filer Name
Farley Charitable Trust
EIN
91-6363571
Phone
2535912071
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
2535912071
Signed
2020-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Bradley N Sprong
Phone
8008102207
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68KONTOOR BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PHILLIPS 66 COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WEYERHAEUSER CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ELECTRONIC ARTS INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76REGENERON PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77AMERICAN BEACON AHL MGD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ANTHEM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80AQR STYLE PREMIA ALT CL R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81BLACKROCK EV DRIVEN EQTY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82BLACKROCK TOTAL FACTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85DFA LARGE CAP INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86DODGE & COX INTL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87DUKE ENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89HARTFORD FINL SVCS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90ILLUMINA INCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ISHARES GOLD TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92LAZARD EMERG MKTS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93NATIXIS ASG MGD FUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94NUVEEN REAL EST SECS CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95OAKMARK INTERNATIONAL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UNDISCOVERED MGRS BEHAVL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VANGUARD FTSE EMRG MRKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VICTORY RS SM CAP GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VNGRD TOTAL INTL STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103XILINX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt032344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt158896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt213314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt392530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4643944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt533848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt648944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7100417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt899123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR MGD FUTURES STRAT R6 #1528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AQR STYLE PREMIA ALT CL I FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BLACKSTONE ALTNV MLT STR FD CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DODGE & COX INTL STOCK FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EATON VANCE FLTG RT & HI INCM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5EATON VANCE GLBL MAC ABS RT AD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES RUSSELL MIDCAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7LAZARD EMERG MKTS INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8NATIXIS ASG MGD FUT STRAT CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9PIMCO HIGH YIELD INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PIMCO INCOME FUND INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PRIMECAP ODYSSEY AGGR GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PT-CHARITABLE INCM FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD FTSE EMRG MRKTS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VNGRD TOTAL INTL STK INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15WESTERN ASSET MAC OPP OS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16BLACKROCK STRAT INC OPPS CL K
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17UNDISCOVERED MGRS BEHAVRL VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VICTORY SYCAMORE VAL FD CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19PRUDENTIAL TOTAL RTRN BD CL Q
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD ULT ST ADMIRAL FD #59
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21DFA LARGE CAP INTERNATIONAL PO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22INVESCO OPPENHEIMER INT GR R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ISHARES GOLD TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24DOUBLELINE CORE FIXED INC CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25BLACKROCK EV DRIVEN EQTY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26VICTORY RS SM CAP GROW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt031065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt159979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt217248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt390248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4688354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt536154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt649794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7107148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8104223
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/DivAndIntFromSecPartVIIGrp/ExclusionAmt0101508
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt045449
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0146957
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0146957
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt045449
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt011326
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt033979
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045305
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0153394
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0153394
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0101411
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0101508
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-60001
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0520646
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt045449
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0110396
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0984
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01009
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01501
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0165745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt036464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0206958
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0146860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0146957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012351
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt036464
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt053564
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-04-18

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