Civic Intelligence

Rudolph and Florence Nadbath Charitable Trust

990 • Fiscal year 2016 • EIN 01-6192565

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
714 Mistral CtDanville, CA 94506

(925) 899-1388

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

39th percentile

$29,673

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

311%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,204,182

Up $95,308 (+2.3%) from 2015

Net Assets

Up

$4,204,182

Up $95,308 (+2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin94th percentile

Revenue

Up

$254,130

Up $192,265 (+311%) from 2015

Expenses

Down

$101,577

Down $173,340 (-63%) from 2015

Net Income

Up

$152,553

Up $365,605 (+172%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,296,587Liabilities 2010: $0Net Assets 2010: $4,296,5872010Assets 2011: $4,041,248Liabilities 2011: $0Net Assets 2011: $4,041,2482011Assets 2012: $4,314,477Liabilities 2012: $0Net Assets 2012: $4,314,4772012Assets 2013: $4,568,864Liabilities 2013: $133,379Net Assets 2013: $4,435,4852013Assets 2014: $4,360,709Liabilities 2014: $0Net Assets 2014: $4,360,7092014Assets 2015: $4,108,874Liabilities 2015: $0Net Assets 2015: $4,108,8742015Assets 2016: $4,204,182Liabilities 2016: $0Net Assets 2016: $4,204,1822016Assets 2017: $4,409,728Liabilities 2017: $0Net Assets 2017: $4,409,7282017Assets 2018: $4,234,126Liabilities 2018: $66,136Net Assets 2018: $4,167,9902018Assets 2019: $4,541,915Liabilities 2019: $0Net Assets 2019: $4,541,9152019Assets 2020: $4,515,846Liabilities 2020: $0Net Assets 2020: $4,515,8462020Assets 2021: $4,630,079Liabilities 2021: $0Net Assets 2021: $4,630,0792021Assets 2022: $3,831,134Liabilities 2022: $0Net Assets 2022: $3,831,1342022Assets 2023: $3,995,186Liabilities 2023: $0Net Assets 2023: $3,995,1862023Assets 2024: $4,037,598Liabilities 2024: $0Net Assets 2024: $4,037,5982024

Highlighted filing

2016

Assets$4,204,182
Liabilities$0
Net Assets$4,204,182
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$500K$0-$500KRevenue 2010: $59,032Expenses 2010: $4,402Net Income 2010: $54,6302010Revenue 2011: $61,313Expenses 2011: $256,676Net Income 2011: -$195,3632011Expenses 2012: $39,5112012Revenue 2013: $417,873Expenses 2013: $459,368Net Income 2013: -$41,4952013Revenue 2014: $272,672Expenses 2014: $407,927Net Income 2014: -$135,2552014Revenue 2015: $61,865Expenses 2015: $274,917Net Income 2015: -$213,0522015Revenue 2016: $254,130Expenses 2016: $101,577Net Income 2016: $152,5532016Revenue 2017: $68,268Expenses 2017: $222,552Net Income 2017: -$154,2842017Revenue 2018: $72,355Expenses 2018: $99,925Net Income 2018: -$27,5702018Revenue 2019: $313,692Expenses 2019: $149,622Net Income 2019: $164,0702019Revenue 2020: $156,703Expenses 2020: $359,155Net Income 2020: -$202,4522020Revenue 2021: $174,349Expenses 2021: $385,820Net Income 2021: -$211,4712021Revenue 2022: $4,679Expenses 2022: $414,391Net Income 2022: -$409,7122022Revenue 2023: $107,169Expenses 2023: $231,664Net Income 2023: -$124,4952023Revenue 2024: $289,684Expenses 2024: $351,845Net Income 2024: -$62,1612024

Highlighted filing

2016

Revenue$254,130
Expenses$101,577
Net Income$152,553
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$734,903
Mission and Program Overview

Mission

The Trust is organized exclusively for the benefit of St Ignatius High School in Cleveland, Ohio. Grants are to be used to provide scholarships to students of the school who demonstrate financial need.

The trust is organized exclusively for the benefit of St. Ignatius High School in Cleverland, Ohio. The grants are to be used to provide scholarships to students of the school who demonstrate financial need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,463,637$1,175,603▼ $288,034
Savings and Temporary Cash Investments$410,327$997,263▲ $586,936
Investments Other Securities$1,060,790$859,576▼ $201,214
Other Notes and Loans Receivable, Net$773,500$773,500→ $0
Land, Buildings, and Equipment, Net$368,000$368,000→ $0
Cash and Non-Interest-Bearing Accounts$32,620$30,240▼ $2,380
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,108,874$4,204,182▲ $95,308
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,108,874$4,204,182▲ $95,308
Total Net Assets Fund Balance$4,108,874$4,204,182▲ $95,308
Total Liabilities and Net Assets / Fund Balance$4,108,874$4,204,182▲ $95,308

Asset Categories

AssetBook ValueDepreciationBasis
Land$368,000--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
Paul KaterndalhTrustee$29,673$29,673
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$254,130
Other Revenue
$0
Change in Net Assets
$152,553
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,585
Salaries, Compensation, and Employee Benefits$29,673
Other Expenses$19,319
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,585--$52,585
Current Officers, Directors, Trustees, and Key Employees-$29,673-$29,673
Fees for Service Investment Mgmnt Fees-$15,358-$15,358
Fees for Services Accounting-$3,570-$3,570
Fees for Services Other-$391-$391
Total Functional Expenses$52,585$48,992$0$101,577
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Ignatius High SchoolCleveland, OH-Scholarship for students$52,585
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Return is prepared by accounting firm and reviewed by the trustee”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization will make its organziation documents available to anyone making written request for such information.”

Form 990 Part VI Section A 8A

“All activities of the trust are carried out persuant to the trust agreement”

Filing and Contact Details

Filer

Filer Name
Rudolph and Florence Nadbath
EIN
01-6192565
Phone
9258991388
Address
714 Mistral Ct, Danville, CA 94506

Signing Officer

Name
Paul Katerndalh
Title
Trustee
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Katerndalh
Formed
1990
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Wong Mui & Chiao LLP
Address
1200 Gough Street Suite 800, San Francisco, CA 94109
Preparer
Eugene Mui
Phone
4083691000
Raw XML AppendixShowing 400 of 416 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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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03015028
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03093292
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0735225
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0619428
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02279803
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02473864
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt045225
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt046399
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02969803
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03046893
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0103943
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0106641
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03015028
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03093292
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0103943
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0106641
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340714500
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt052585
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St Ignatius High School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt052585
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0368000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0368000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0368000
IRS990ScheduleD/TotalBookValueSecuritiesAmt0859576
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt052585
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarship for students
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Ignatius High School
IRS990ScheduleI/RecipientTable/RecipientEIN0340714500
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01911 W 30th Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Cleveland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044113
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0cash
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Return is prepared by accounting firm and reviewed by the trustee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization will make its organziation documents available to anyone making written request for such information.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All activities of the trust are carried out persuant to the trust agreement
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 Part VI Section A 8a
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04108874
IRS990/TotalAssetsEOYAmt04204182
IRS990/TotalAssetsGrp/BOYAmt04108874
IRS990/TotalAssetsGrp/EOYAmt04204182
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048992
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052585
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101577
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04108874
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04204182
IRS990/TotalProgramServiceExpensesAmt052585
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt029673
IRS990/TotalRevenueGrp/ExclusionAmt0254130
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254130
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04108874
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04204182
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04108874
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04204182
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0714 Mistral Ct
IRS990/USAddress/CityNm0Danville
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094506
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Katerndalh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rudolph and Florence Nadbath
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0RUDO
ReturnHeader/Filer/EIN0016192565
ReturnHeader/Filer/PhoneNum09258991388
ReturnHeader/Filer/USAddress/AddressLine1Txt0714 Mistral Ct

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,204,182
Liabilities
$0
Net assets
$4,204,182
Revenue
$254,130
Expenses
$101,577
Net income
$152,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.29$0.35$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.11$0.23$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.00$3.83$0.00$0.41$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.17$0.39$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.16$0.36$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.00$4.54$0.31$0.15$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.23$0.07$4.17$0.07$0.10$0.03
2017Summary only. Only limited summary data is available for this year.$4.41$0.00$4.41$0.07$0.22$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.25$0.10$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.06$0.27$0.21
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.36$0.00$4.36$0.27$0.41$0.14
2013Detailed filing. Detailed filing data is available for this year.$4.57$0.13$4.44$0.42$0.46$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.00$4.31$0.04
2011Summary only. Only limited summary data is available for this year.$4.04$0.00$4.04$0.06$0.26$0.20
2010Summary only. Only limited summary data is available for this year.$4.30$0.00$4.30$0.06$0.00$0.05