Civic Intelligence

Lagarde Charitable Trust

990PF • Fiscal year 2024 • EIN 04-6865004

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 09, 2025

Organization Profile
1423 Arch StBerkeley, CA 94708

(510) 548-1108

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-539%

Higher net margin than 1% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

8th percentile

-22%

Faster asset growth than 8% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

92%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$586,010

Down $161,301 (-22%) from 2023

Net Assets

$586,010

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin1st percentile

Revenue

Up

$32,100

Up $15,389 (+92%) from 2023

Expenses

Up

$205,000

Up $97,935 (+91%) from 2023

Net Income

Down

-$172,900

Down $82,546 (-91%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth8th 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: $12021Assets 2022: $815,604Liabilities 2022: $1Net Assets 2022: $815,6042022Assets 2023: $747,311Liabilities 2023: $12023Assets 2024: $586,010Liabilities 2024: $0Net Assets 2024: $586,0102024

Highlighted filing

2024

Assets$586,010
Liabilities$0
Net Assets$586,010
Open 2024 Filing

Operations Trend

Revenue Growth87th 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: -$90,3542023Revenue 2024: $32,100Expenses 2024: $205,000Net Income 2024: -$172,9002024

Highlighted filing

2024

Revenue$32,100
Expenses$205,000
Net Income-$172,900
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

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

Filer

Filer Name
Lagarde Charitable Trust
EIN
04-6865004
Phone
5105481108
Address
1423 ARCH ST, BERKELEY, CA 94708

Signing Officer

Name
Marie Lagarde
Title
Trustee
Phone
5105481108
Signed
2025-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Focus Partners Wealth LLC
Address
93 WORCESTER ST, WELLESLEY, MA 02481-3609
Preparer
Roger Wade
Phone
7812391188
Raw XML Appendix292 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494705
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0205000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032387
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt068810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt070661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030711
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030711
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0348494
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0172613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt068810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt070661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036410
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0205000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0172613
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0379205
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0206592
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011599
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE LAGARDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05105481108
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAGARDE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LAGA
ReturnHeader/Filer/EIN0046865004
ReturnHeader/Filer/PhoneNum05105481108
ReturnHeader/Filer/USAddress/AddressLine1Txt01423 ARCH ST
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094708
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900751149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOCUS PARTNERS WEALTH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt093 WORCESTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024813609
ReturnHeader/PreparerPersonGrp/PhoneNum07812391188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER WADE
ReturnHeader/ReturnTs02025-04-15T10:04:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$586,010
Liabilities
$0
Net assets
$586,010
Revenue
$32,100
Expenses
$205,000
Net income
-$172,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.03$0.21$0.17
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$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