Civic Intelligence

Sitka Alaska Permanent Charitable Trust

990PF • Fiscal year 2023 • EIN 92-6027202

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 17, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-67%

Higher net margin than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$24,100

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

30th percentile

-2.6%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-8.6%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,840,453

Down $48,619 (-2.6%) from 2022

Net Assets

Down

$1,840,453

Down $48,619 (-2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$69,954

Down $6,549 (-8.6%) from 2022

Expenses

Down

$117,143

Down $23,001 (-16%) from 2022

Net Income

Up

-$47,189

Up $16,452 (+26%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,180,276Liabilities 2011: $02011Assets 2012: $2,192,024Liabilities 2012: $02012Assets 2013: $2,142,858Liabilities 2013: $02013Assets 2014: $2,129,009Liabilities 2014: $02014Assets 2015: $2,070,634Liabilities 2015: $02015Assets 2019: $2,007,657Liabilities 2019: $0Net Assets 2019: $2,007,6572019Assets 2020: $1,926,584Liabilities 2020: $0Net Assets 2020: $1,926,5842020Assets 2021: $1,953,978Liabilities 2021: $0Net Assets 2021: $1,953,9782021Assets 2022: $1,889,072Liabilities 2022: $0Net Assets 2022: $1,889,0722022Assets 2023: $1,840,453Liabilities 2023: $0Net Assets 2023: $1,840,4532023Assets 2024: $1,814,576Liabilities 2024: $0Net Assets 2024: $1,814,5762024

Highlighted filing

2023

Assets$1,840,453
Liabilities$0
Net Assets$1,840,453

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $19,583Expenses 2011: $146,988Net Income 2011: -$127,4052011Revenue 2012: $154,359Expenses 2012: $136,034Net Income 2012: $18,3252012Revenue 2013: $76,930Expenses 2013: $136,416Net Income 2013: -$59,4862013Revenue 2014: $101,142Expenses 2014: $133,174Net Income 2014: -$32,0322014Revenue 2015: $102,785Expenses 2015: $122,114Net Income 2015: -$19,3292015Revenue 2019: $95,189Expenses 2019: $119,832Net Income 2019: -$24,6432019Revenue 2020: $43,923Expenses 2020: $124,657Net Income 2020: -$80,7342020Revenue 2021: $158,739Expenses 2021: $128,591Net Income 2021: $30,1482021Revenue 2022: $76,503Expenses 2022: $140,144Net Income 2022: -$63,6412022Revenue 2023: $69,954Expenses 2023: $117,143Net Income 2023: -$47,1892023Revenue 2024: $98,131Expenses 2024: $123,651Net Income 2024: -$25,5202024

Highlighted filing

2023

Revenue$69,954
Expenses$117,143
Net Income-$47,189
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 17, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$24,100-$24,100
Filing and Contact Details

Filer

Filer Name
Sitka Ak Permanent Charit Tr-main
EIN
92-6027202
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2024-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67854502101 STANLEY BLACK & DECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6989832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70927320101 VINCI SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71756255204 RECKITT BENCKIS/S AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72N53745100 LYONDELLBASELL INDU-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73693475105 PNC FINANCIAL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74G0250X107 AMCOR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75501044101 KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7612572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77046353108 ASTRAZENECA PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7849271V100 KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8026875P101 EOG RESOURCES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81493267108 KEYCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82189054109 CLOROX CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83009279100 AIRBUS SE - UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8629364G103 ENTERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87372460105 GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8849177J102 KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89704326107 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9080687P106 SCHNEIDER ELECTRIC S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9181783H105 SEVEN & I HOLDINGS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9292334N103 VEOLIA ENVIRONNEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9398389B100 XCEL ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt037465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt173188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt398924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt597138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6116865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt765144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt826158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt985225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1093868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11192401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12101956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13183835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1451236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt019248X604 COHEN & STEERS PR SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174440Y884 PGIM HIGH YIELD-Q 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2464287473 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt389609H704 TRIBUTARY SMALL CO-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4872365713 TCW EMRG MRKTS INC-P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7957663610 WESTERN ASSET INTMD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt822822V101 CROWN CASTLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10756109104 REALTY INCOME CORP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11253868103 DIGITAL RLTY TR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BIT990000 BLACKSTONE REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287309 ISHARES S&P 500 GROW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1500143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16464287432 ISHARES 20+ YEAR TRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17464287598 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18464288679 ISHARES SHORT TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19693390700 PIMCO TOTAL RET FD-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20921937835 VANGUARD TOTAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21921946885 VANGUARD EMERG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt059308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1123622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3180148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5133925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6343808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt759209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt834305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt985037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1094193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11192728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12102192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13183875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1451000
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt072998
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-3505
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0461
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt069954
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt069954
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01061
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01061
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06025
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018075
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt087145
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt087145
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt067283
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt072998
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-47189
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0857036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3505
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt045871
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01811
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01811
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01326
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01326
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt095731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0117143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt067283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt069954
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029998
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-05-19

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