Civic Intelligence

Rudolph and Florence Nadbath Charitable Trust

990 • Fiscal year 2020 • EIN 01-6192565

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

Organization ProfileN/A
714 Mistral CourtDanville, CA 94506

(925) 899-1388

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-129%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$25,392

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-0.6%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-50%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$4,515,846

Down $26,069 (-0.6%) from 2019

Net Assets

Down

$4,515,846

Down $26,069 (-0.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin3rd percentile

Revenue

Down

$156,703

Down $156,989 (-50%) from 2019

Expenses

Up

$359,155

Up $209,533 (+140%) from 2019

Net Income

Down

-$202,452

Down $366,522 (-223%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$4,515,846
Liabilities$0
Net Assets$4,515,846
Open 2020 Filing

Operations Trend

Revenue Growth8th 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

2020

Revenue$156,703
Expenses$359,155
Net Income-$202,452
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$293,732
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,536,553$1,909,139▲ $372,586
Investments Other Securities$763,337$1,125,935▲ $362,598
Other Notes and Loans Receivable, Net$773,500$773,500→ $0
Land, Buildings, and Equipment, Net$368,000$368,000→ $0
Savings and Temporary Cash Investments$1,100,525$339,272▼ $761,253
Total Assets$4,541,915$4,515,846▼ $26,069
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,541,915$4,515,846▼ $26,069
Total Net Assets Fund Balance$4,541,915$4,515,846▼ $26,069
Total Liabilities and Net Assets / Fund Balance$4,541,915$4,515,846▼ $26,069

Asset Categories

AssetBook ValueDepreciationBasis
Land$368,000--
Other Securities$411--
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
Paul KaterndalhTrustee$25,392$25,392
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$156,703
Other Revenue
$0
Change in Net Assets
$-202,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$317,836
Salaries, Compensation, and Employee Benefits$25,392
Other Expenses$15,927
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$317,836--$317,836
Current Officers, Directors, Trustees, and Key Employees-$25,392-$25,392
Fees for Services Management-$14,866-$14,866
Fees for Services Accounting-$950-$950
Other Expenses-$111-$111
Total Functional Expenses$317,836$41,319$0$359,155
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Ignatius High SchoolCleveland, OH-Scholarships for Students$317,836
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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, Section A, line 8A

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

Form 990, Part VI, Section A, line 8B

“The organization does not have any committee's with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11B

“The tax return is prepared by a paid preparer and reviewed by the trustee.”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Paul Katerndalh
Title
Trustee
Phone
9258991388
Signed
2021-10-28
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Adap Tax Financial Inc
Address
4725 1st St Ste 275, Pleasanton, CA 94566
Preparer
Monica Fey CPA
Phone
9252182301
Raw XML AppendixShowing 400 of 404 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/Form990ScheduleAPartVIGrp/ExplanationTxt0The trustee provides an annual update and communicates with the financial officers of the school throughout the year and provides them statements at least once annually. In the past the trustee has also had discussions with the schools investment committee and is available to meet with them when requested.
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IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03336570
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03197822
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0116780
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0111924
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03387381
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03246520
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0116780
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0111924
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340714500
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0317836
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St Ignatius High School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0317836
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/LandGrp/BookValueAmt0368000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0368000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0172096
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt190500
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2354570
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3107120
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4401238
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5411
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Corporate Bonds and Notes
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Auction Rate Securities
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Closed End Funds
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Preferred Securities
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Government Securities
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Accrued Interest
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0368000
IRS990ScheduleD/TotalBookValueSecuritiesAmt01125935
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0317836
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarships 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/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All activities of the trust are carried out persuant to the trust agreement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization does not have any committee's with the authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The tax return is prepared by a paid preparer and reviewed by the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization will make its organization documents available to anyone making a written request for such information.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04541915
IRS990/TotalAssetsEOYAmt04515846
IRS990/TotalAssetsGrp/BOYAmt04541915
IRS990/TotalAssetsGrp/EOYAmt04515846
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041319
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0317836
IRS990/TotalFunctionalExpensesGrp/TotalAmt0359155
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04541915
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04515846
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0317836
IRS990/TotalReportableCompFromOrgAmt025392
IRS990/TotalRevenueGrp/ExclusionAmt059389
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt097314
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156703
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04541915
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04515846
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0714 Mistral Court
IRS990/USAddress/CityNm0Danville
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094506
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Katerndalh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09258991388
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
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 Court
ReturnHeader/Filer/USAddress/CityNm0Danville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094506
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200976081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adap Tax Financial Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04725 1st St Ste 275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasanton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094566
ReturnHeader/PreparerPersonGrp/PhoneNum09252182301
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Monica Fey CPA
ReturnHeader/ReturnTs02021-10-28T20:45:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paul

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,515,846
Liabilities
$0
Net assets
$4,515,846
Revenue
$156,703
Expenses
$359,155
Net income
-$202,452
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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