Civic Intelligence

Lagarde Charitable Trust

990PF • Fiscal year 2021 • EIN 04-6865004

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 14, 2022

Organization Profile
1314 Arch StreetBerkeley, CA 94708

(510) 548-1108

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-4115%

Higher net margin than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

34th percentile

1.8%

Faster asset growth than 34% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,093,037

Up $19,406 (+1.8%) from 2020

Net Assets

Up

$1,093,037

Up $19,406 (+1.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Down

$1,188

Down $441,101 (-100%) from 2020

Expenses

Down

$50,075

Down $33,425 (-40%) from 2020

Net Income

Down

-$48,887

Down $407,676 (-114%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $561,284Liabilities 2011: $0Net Assets 2011: $561,2842011Assets 2012: $570,597Liabilities 2012: $0Net Assets 2012: $570,5972012Assets 2013: $718,902Liabilities 2013: $1Net Assets 2013: $718,9022013Assets 2014: $518,270Liabilities 2014: $1Net Assets 2014: $518,2702014Assets 2015: $650,681Liabilities 2015: $1Net Assets 2015: $650,6812015Assets 2016: $714,094Liabilities 2016: $0Net Assets 2016: $714,0942016Assets 2017: $863,686Liabilities 2017: $0Net Assets 2017: $863,6862017Assets 2019: $1,088,328Liabilities 2019: $1Net Assets 2019: $1,088,3282019Assets 2020: $1,073,631Liabilities 2020: $0Net Assets 2020: $1,073,6312020Assets 2021: $1,093,037Liabilities 2021: $0Net Assets 2021: $1,093,0372021Assets 2022: $815,604Liabilities 2022: $1Net Assets 2022: $815,6042022Assets 2023: $747,311Liabilities 2023: $12023

Highlighted filing

2021

Assets$1,093,037
Liabilities$0
Net Assets$1,093,037
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $70,3452011Expenses 2012: $37,6192012Revenue 2013: $15,924Expenses 2013: $50,378Net Income 2013: -$34,4542013Revenue 2014: -$176,018Expenses 2014: $41,089Net Income 2014: -$217,1072014Revenue 2015: $114,022Expenses 2015: $38,871Net Income 2015: $75,1512015Revenue 2016: $3,425Expenses 2016: $55,000Net Income 2016: -$51,5752016Revenue 2017: -$193,451Expenses 2017: $71,557Net Income 2017: -$265,0082017Revenue 2019: $8,450Expenses 2019: $83,200Net Income 2019: -$74,7502019Revenue 2020: $442,289Expenses 2020: $83,500Net Income 2020: $358,7892020Revenue 2021: $1,188Expenses 2021: $50,075Net Income 2021: -$48,8872021Revenue 2022: $1,130Expenses 2022: $117,550Net Income 2022: -$116,4202022Revenue 2023: $16,711Expenses 2023: $107,065Net Income 2023: -$90,3542023

Highlighted filing

2021

Revenue$1,188
Expenses$50,075
Net Income-$48,887
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE LAGARDETrusteePT$0--
CHARLOTTE LAGARDETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Lagarde Charitable Trust
EIN
04-6865004
Phone
5105481108
Address
1314 ARCH STREET, BERKELEY, CA 94708

Signing Officer

Name
Marie Lagarde
Title
Trustee
Phone
5105481108
Signed
2022-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Gw & Wade LLC
Address
93 WORCESTER STREET, WELLESLEY, MA 02481-3609
Preparer
Roger W Wade
Phone
7812391188
Raw XML Appendix282 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/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0145270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt044493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033656
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0161328
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0164665
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE REPORTING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherIncreasesSchedule/OtherIncreasesDetail/Amt068293
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE LAGARDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05105481108
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAGARDE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LAGA
ReturnHeader/Filer/EIN0046865004
ReturnHeader/Filer/PhoneNum05105481108
ReturnHeader/Filer/USAddress/AddressLine1Txt01314 ARCH STREET
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094708
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261101800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GW & WADE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt093 WORCESTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024813609
ReturnHeader/PreparerPersonGrp/PhoneNum07812391188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER W WADE
ReturnHeader/ReturnTs02022-10-17T13:15:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAGARDE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,093,037
Liabilities
$0
Net assets
$1,093,037
Revenue
$1,188
Expenses
$50,075
Net income
-$48,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.02$0.11$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.00$0.12$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.00$0.05$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.44$0.08$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.01$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.19$0.07$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.00$0.06$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.11$0.04$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.18$0.04$0.22
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.72$0.00$0.72$0.02$0.05$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.07
Peer Organizations

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