Civic Intelligence

The Albert T Quon Charitable Trust

990PF • Fiscal year 2017 • EIN 02-6152617

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 27, 2018

Organization Profile
1921 Galatea TerraceCorona Del Mar, CA 92625

(714) 394-3633

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

31st percentile

-1.6%

Faster asset growth than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-12%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,383,430

Down $22,269 (-1.6%) from 2016

Net Assets

Down

$1,383,430

Down $22,269 (-1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin12th percentile

Revenue

Down

$71,540

Down $9,417 (-12%) from 2016

Expenses

Down

$93,809

Down $35,962 (-28%) from 2016

Net Income

Up

-$22,269

Up $26,545 (+54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,450,174Liabilities 2011: $02011Assets 2012: $1,438,658Liabilities 2012: $02012Assets 2013: $1,427,623Liabilities 2013: $02013Assets 2014: $1,431,923Liabilities 2014: $02014Assets 2015: $1,454,513Liabilities 2015: $0Net Assets 2015: $1,454,5132015Assets 2016: $1,405,699Liabilities 2016: $0Net Assets 2016: $1,405,6992016Assets 2017: $1,383,430Liabilities 2017: $0Net Assets 2017: $1,383,4302017Assets 2018: $1,361,420Liabilities 2018: $0Net Assets 2018: $1,361,4202018Assets 2019: $1,337,309Liabilities 2019: $0Net Assets 2019: $1,337,3092019Assets 2020: $1,919,488Liabilities 2020: $0Net Assets 2020: $1,919,4882020Assets 2021: $1,825,482Liabilities 2021: $23,705Net Assets 2021: $1,801,7772021Assets 2022: $1,930,889Liabilities 2022: $89,963Net Assets 2022: $1,840,9262022Assets 2023: $1,617,242Liabilities 2023: $92,160Net Assets 2023: $1,525,0822023Assets 2024: $1,914,959Liabilities 2024: $184,267Net Assets 2024: $1,730,6922024

Highlighted filing

2017

Assets$1,383,430
Liabilities$0
Net Assets$1,383,430
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.0M$500K$0-$500KRevenue 2011: -$12,028Expenses 2011: $78,766Net Income 2011: -$90,7942011Revenue 2012: $65,794Expenses 2012: $77,310Net Income 2012: -$11,5162012Revenue 2013: $71,296Expenses 2013: $82,331Net Income 2013: -$11,0352013Revenue 2014: $89,758Expenses 2014: $85,458Net Income 2014: $4,3002014Revenue 2015: $89,737Expenses 2015: $67,147Net Income 2015: $22,5902015Revenue 2016: $80,957Expenses 2016: $129,771Net Income 2016: -$48,8142016Revenue 2017: $71,540Expenses 2017: $93,809Net Income 2017: -$22,2692017Revenue 2018: $70,307Expenses 2018: $92,317Net Income 2018: -$22,0102018Revenue 2019: $71,191Expenses 2019: $95,302Net Income 2019: -$24,1112019Revenue 2020: $674,780Expenses 2020: $92,601Net Income 2020: $582,1792020Revenue 2021: -$28,924Expenses 2021: $88,787Net Income 2021: -$117,7112021Revenue 2022: $153,074Expenses 2022: $113,925Net Income 2022: $39,1492022Revenue 2023: -$166,156Expenses 2023: $149,688Net Income 2023: -$315,8442023Revenue 2024: $333,280Expenses 2024: $127,670Net Income 2024: $205,6102024

Highlighted filing

2017

Revenue$71,540
Expenses$93,809
Net Income-$22,269
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 27, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD QUONTrustee-$0--
MARGARET QUONTrustee-$0--
DERON QUONTrustee-$0--
LILLIAN MCCAINTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONAL SERVICES501(C)LOS ANGELES, CA, US$34,000
Paid Grant-EDUCATIONAL SERVICES501(C)LOS ANGELES, CA, US$34,000
Paid Grant-EDUCATIONAL SERVICES501(C)CLAREMONT, CA, US$10,000
Paid Grant-EDUCATIONAL SERVICES501(C)LOS ANGELES, CA, US$10,000
Filing and Contact Details

Filer

Filer Name
The Albert T Quon Charitable Trust
EIN
02-6152617
Phone
7143943633
Address
1921 GALATEA TERRACE, CORONA DEL MAR, CA 92625

Signing Officer

Name
Ronald Quon
Title
Trustee
Signed
2018-02-27
Discuss with paid preparer
Yes

Preparer

Firm
John C Hammargren CPA
Address
25255 Cabot Road Suite 227, Laguna Hills, CA 92653
Preparer
John C Hammargren
Phone
9495819910
Raw XML Appendix319 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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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01921 GALATEA TERRACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CORONA DEL MAR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092625
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RONALD QUON
IRS990PF/StatementsRegardingActyGrp/PhoneNum07143943633
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt134000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UCLA SCHOOL OF DENTISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1USC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2RAYMOND M ALF MUSEUM OF PALEONTOLOG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MIRMAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010920 WILSHIRE BLVD STE 1400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11150 S OLIVE ST STE 2900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21175 W BASELINE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt316180 MULHOLLAND DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390049
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt088000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0883
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt087117
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089990
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt089107
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt087117
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMORTIZED BOND PREMIUMS ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FTB & REGISTRY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt042
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD QUON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALBERT T QUON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0026152617
ReturnHeader/Filer/PhoneNum07143943633
ReturnHeader/Filer/USAddress/AddressLine1Txt01921 GALATEA TERRACE
ReturnHeader/Filer/USAddress/CityNm0CORONA DEL MAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John C Hammargren CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025255 Cabot Road Suite 227
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09495819910
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C HAMMARGREN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-27T10:40:23-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,383,430
Liabilities
$0
Net assets
$1,383,430
Revenue
$71,540
Expenses
$93,809
Net income
-$22,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.18$1.73$0.33$0.13$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.09$1.53$0.17$0.15$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.09$1.84$0.15$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.02$1.80$0.03$0.09$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.67$0.09$0.58
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.09$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$1.43$0.00$0.09$0.09$0.00
2013Summary only. Only limited summary data is available for this year.$1.43$0.00$0.07$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$0.07$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.45$0.00$0.01$0.08$0.09