Civic Intelligence

Jessie & Carl Wente Char Tr

990PF • Fiscal year 2019 • EIN 94-6422990

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

18th percentile

-18%

Higher net margin than 18% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$83,756

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

33rd percentile

-0.9%

Faster asset growth than 33% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

2.5%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$7,210,340

Down $66,350 (-0.9%) from 2018

Net Assets

Down

$7,210,340

Down $66,350 (-0.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin18th percentile

Revenue

Up

$377,949

Up $9,301 (+2.5%) from 2018

Expenses

Down

$445,484

Down $12,876 (-2.8%) from 2018

Net Income

Up

-$67,535

Up $22,177 (+25%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,242,291Liabilities 2011: $0Net Assets 2011: $7,242,2912011Assets 2012: $7,453,227Liabilities 2012: $02012Assets 2013: $7,482,026Liabilities 2013: $02013Assets 2014: $7,617,627Liabilities 2014: $02014Assets 2015: $7,515,618Liabilities 2015: $02015Assets 2018: $7,276,690Liabilities 2018: $0Net Assets 2018: $7,276,6902018Assets 2019: $7,210,340Liabilities 2019: $0Net Assets 2019: $7,210,3402019Assets 2020: $6,703,420Liabilities 2020: $0Net Assets 2020: $6,703,4202020Assets 2021: $6,694,002Liabilities 2021: $0Net Assets 2021: $6,694,0022021Assets 2022: $6,244,444Liabilities 2022: $0Net Assets 2022: $6,244,4442022Assets 2023: $6,019,608Liabilities 2023: $0Net Assets 2023: $6,019,6082023Assets 2024: $5,931,767Liabilities 2024: $0Net Assets 2024: $5,931,7672024

Highlighted filing

2019

Assets$7,210,340
Liabilities$0
Net Assets$7,210,340
Open 2019 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $445,0702011Revenue 2012: $815,027Expenses 2012: $619,974Net Income 2012: $195,0532012Revenue 2013: $343,878Expenses 2013: $322,720Net Income 2013: $21,1582013Revenue 2014: $502,069Expenses 2014: $349,085Net Income 2014: $152,9842014Revenue 2015: $365,358Expenses 2015: $472,581Net Income 2015: -$107,2232015Revenue 2018: $368,648Expenses 2018: $458,360Net Income 2018: -$89,7122018Revenue 2019: $377,949Expenses 2019: $445,484Net Income 2019: -$67,5352019Revenue 2020: -$53,458Expenses 2020: $449,685Net Income 2020: -$503,1432020Revenue 2021: $427,993Expenses 2021: $433,501Net Income 2021: -$5,5082021Revenue 2022: $80,155Expenses 2022: $516,260Net Income 2022: -$436,1052022Revenue 2023: $222,589Expenses 2023: $450,890Net Income 2023: -$228,3012023Revenue 2024: $355,574Expenses 2024: $441,666Net Income 2024: -$86,0922024

Highlighted filing

2019

Revenue$377,949
Expenses$445,484
Net Income-$67,535
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$83,756-$83,756
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAN FRANCISCO BAY AREA COUNCIL BOY SCOUTS OF AMERICAGENERAL OPERATINGPCSAN LEANDRO, CA, US$352,200
Filing and Contact Details

Filer

Filer Name
Wente Jessie & Carl-main
EIN
94-6422990
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95120568AX8 BUNGE LTD FINANCE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9626078J100 DOWDUPONT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97015271109 ALEXANDRIA REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98133131102 CAMDEN PPTY TR SH BE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9935086T109 FOUR CORNERS PROPERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10074340W103 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10102665T306 AMERICAN HOMES 4 REN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102084664BQ3 BERKSHIRE HATHAWAY 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10462942M201 NTT DOCOMO, INC. - A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105064149107 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10632054K103 FIRST INDL RLTY TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1074812C0803 JPMORGAN HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10874256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10991324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11002079K107 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11198978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112969457100 WILLIAMS COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113925652109 VICI PROPERTIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114438516106 HONEYWELL INTERNATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11731502A303 FERGUSON NEWCO PLC-A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118192446102 COGNIZANT TECH SOLUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119285512109 ELECTRONIC ARTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120883556102 THERMO FISHER SCIENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122150870103 CELANESE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124421946104 HEALTHCARE RLTY TR C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12687612E106 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12712572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128191216100 COCA COLA CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12920030N101 COMCAST CORP CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13059522J103 MID AMERICA APARTMEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13100123Q104 AGNC INVESTMENT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133512807108 LAM RESEARCH CORP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134693475105 PNC FINANCIAL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135254687106 WALT DISNEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13656501R106 MANULIFE FINANCIAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137911312106 UNITED PARCEL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138755111507 RAYTHEON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139172967424 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14025157Y202 DEUTSCHE POST AG ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14185254J102 STAG INDUSTRIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1429128286T2 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143922031760 VANGUARD HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14531620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146848574109 SPIRIT AEROSYTSEMS H
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147749685103 RPM INTERNATIONAL IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14887234N765 TCW EMRG MKTS INCM-I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150464287804 ISHARES TR SMALLCAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151867224107 SUNCOR ENERGY INC NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15200143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154548661107 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15587807B107 TC ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156Y2573F102 FLEXTRONICS INTL LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157097023105 BOEING COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159405217100 HAIN CELESTIAL GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16009247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16111135F101 BROADCOM INC
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,210,340
Liabilities
$0
Net assets
$7,210,340
Revenue
$377,949
Expenses
$445,484
Net income
-$67,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.36$0.44$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.22$0.45$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.08$0.52$0.44
2021Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.43$0.43$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.05$0.45$0.50
2019Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.38$0.45$0.07
2018Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.37$0.46$0.09
2015Summary only. Only limited summary data is available for this year.$7.52$0.00$0.37$0.47$0.11
2014Summary only. Only limited summary data is available for this year.$7.62$0.00$0.50$0.35$0.15
2013Summary only. Only limited summary data is available for this year.$7.48$0.00$0.34$0.32$0.02
2012Summary only. Only limited summary data is available for this year.$7.45$0.00$0.82$0.62$0.20
2011Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.45