Civic Intelligence

Josephine K Knowles Trust

990PF • Fiscal year 2019 • EIN 94-6101384

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

16th percentile

-28%

Higher net margin than 16% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$149,089

Down $1,183 (-0.8%) from 2018

Net Assets

Down

$149,089

Down $1,183 (-0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin16th percentile

Revenue

Up

$4,421

Up $10,345 (+175%) from 2018

Expenses

Down

$5,638

Down $1,296 (-19%) from 2018

Net Income

Up

-$1,217

Up $11,641 (+91%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,256,335Liabilities 2011: $02011Assets 2012: $4,072,001Liabilities 2012: $02012Assets 2013: $414,355Liabilities 2013: $02013Assets 2014: $323,620Liabilities 2014: $02014Assets 2015: $145,703Liabilities 2015: $02015Assets 2018: $150,272Liabilities 2018: $0Net Assets 2018: $150,2722018Assets 2019: $149,089Liabilities 2019: $0Net Assets 2019: $149,0892019Assets 2020: $123,388Liabilities 2020: $0Net Assets 2020: $123,3882020Assets 2021: $125,215Liabilities 2021: $0Net Assets 2021: $125,2152021Assets 2022: $121,069Liabilities 2022: $0Net Assets 2022: $121,0692022Assets 2023: $22,394Liabilities 2023: $0Net Assets 2023: $22,3942023Assets 2024: $19,425Liabilities 2024: $0Net Assets 2024: $19,4252024

Highlighted filing

2019

Assets$149,089
Liabilities$0
Net Assets$149,089
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0M$0-$5.0MRevenue 2011: $159,823Expenses 2011: $212,300Net Income 2011: -$52,4772011Revenue 2012: $175,558Expenses 2012: $352,076Net Income 2012: -$176,5182012Revenue 2013: $996,300Expenses 2013: $4,699,416Net Income 2013: -$3,703,1162013Revenue 2014: $27,241Expenses 2014: $146,774Net Income 2014: -$119,5332014Revenue 2015: $36,333Expenses 2015: $142,759Net Income 2015: -$106,4262015Revenue 2018: -$5,924Expenses 2018: $6,934Net Income 2018: -$12,8582018Revenue 2019: $4,421Expenses 2019: $5,638Net Income 2019: -$1,2172019Revenue 2020: -$2,818Expenses 2020: $6,004Net Income 2020: -$8,8222020Revenue 2021: $4,321Expenses 2021: $2,497Net Income 2021: $1,8242021Revenue 2022: -$155Expenses 2022: $3,646Net Income 2022: -$3,8012022Revenue 2023: $1,143Expenses 2023: $100,098Net Income 2023: -$98,9552023Revenue 2024: -$1,785Expenses 2024: $1,190Net Income 2024: -$2,9752024

Highlighted filing

2019

Revenue$4,421
Expenses$5,638
Net Income-$1,217
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Knowles Josephine K Tuw
EIN
94-6101384
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix308 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0ATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS.THE COMPEN
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART VIII: INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUND
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MAR KET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMI NED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NO T LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTI NG, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, CO MPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANA GEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INV ESTMENTS REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0126497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0101828
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04410
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt097418
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0126497
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0126497
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01558
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0223915
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0228325
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE/STATE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PARTNERSHIP EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13580
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13580
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1696
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01715
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1696
OtherIncreasesSchedule/OtherIncreasesDetail/Amt045
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KNOWLES JOSEPHINE K TUW
ReturnHeader/Filer/BusinessNameControlTxt0KNOW
ReturnHeader/Filer/EIN0946101384
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD STE 300
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02E6D5429276B38A147B6EA548DCB22578CFA4E96
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02E6D5429276B38A147B6EA548DCB22578CFA4E96
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.35.69
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-10T23:00:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,089
Liabilities
$0
Net assets
$149,089
Revenue
$4,421
Expenses
$5,638
Net income
-$1,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.01$0.01$0.01
2015Summary only. Only limited summary data is available for this year.$0.15$0.00$0.04$0.14$0.11
2014Summary only. Only limited summary data is available for this year.$0.32$0.00$0.03$0.15$0.12
2013Summary only. Only limited summary data is available for this year.$0.41$0.00$1.00$4.70$3.70
2012Summary only. Only limited summary data is available for this year.$4.07$0.00$0.18$0.35$0.18
2011Summary only. Only limited summary data is available for this year.$4.26$0.00$0.16$0.21$0.05