Civic Intelligence

Margery W Hubbs Charitable Foundation

990PF • Fiscal year 2011 • EIN 16-1669852

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 20, 2012

Organization Profile
1228 Monte Vista92373
Siviq Scores

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

Liabilities / Assets

67th percentile

0.22x

Higher debt load relative to assets than 67% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$1,123,596

Up $143,028 (+15%) from 2010

Net Assets

Down

$872,598

Down $13,454 (-1.5%) from 2010

Liabilities

Up

$250,998

Up $156,482 (+166%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$140,925

Up $1,434 (+1.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $980,568Liabilities 2010: $94,516Net Assets 2010: $886,0522010Assets 2011: $1,123,596Liabilities 2011: $250,998Net Assets 2011: $872,5982011Assets 2012: $1,259,132Liabilities 2012: $569,663Net Assets 2012: $689,4692012Assets 2013: $881,211Liabilities 2013: $132,480Net Assets 2013: $748,7312013Assets 2014: $855,893Liabilities 2014: $47,488Net Assets 2014: $808,4052014Assets 2015: $464,586Liabilities 2015: $102,077Net Assets 2015: $362,5092015Assets 2016: $210,578Liabilities 2016: $0Net Assets 2016: $210,5782016Assets 2017: $37,046Liabilities 2017: $0Net Assets 2017: $37,0462017Assets 2018: $7,376Liabilities 2018: $5,327Net Assets 2018: $2,0492018Assets 2019: $8,606Liabilities 2019: $0Net Assets 2019: $8,6062019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2011

Assets$1,123,596
Liabilities$250,998
Net Assets$872,598
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KExpenses 2010: $139,4912010Expenses 2011: $140,9252011Expenses 2012: $203,3572012Revenue 2013: $271,990Expenses 2013: $212,728Net Income 2013: $59,2622013Revenue 2014: $209,657Expenses 2014: $149,983Net Income 2014: $59,6742014Revenue 2015: $16,164Expenses 2015: $462,060Net Income 2015: -$445,8962015Revenue 2016: $71,650Expenses 2016: $223,581Net Income 2016: -$151,9312016Revenue 2017: $47,652Expenses 2017: $221,184Net Income 2017: -$173,5322017Revenue 2018: $81Expenses 2018: $35,078Net Income 2018: -$34,9972018Revenue 2019: $46,192Expenses 2019: $39,635Net Income 2019: $6,5572019Revenue 2020: $8,001Expenses 2020: $16,607Net Income 2020: -$8,6062020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2011

Revenue-
Expenses$140,925
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 20, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRK M SHELBYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONN/AAKRON, OH, US$68,539
Paid Grant-EDUCATIONPRVREDLANDS, CA, US$30,000
Paid Grant-EDUCATIONPRVREDLANDS, CA, US$15,000
Filing and Contact Details

Filer

EIN
16-1669852
Raw XML Appendix359 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/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear060385
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted060385
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1079999
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0160539
IRS990PF/UndistributedIncome/ExcessFromCurrentYear080540
IRS990PF/UndistributedIncome/ExcessFromYear1079999
IRS990PF/UndistributedIncome/QualifyingDistributions0140925
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus080540
IRS990PF/UndistributedIncome/TotalCorpus0160539
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover079999
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0125090
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0125090
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05944
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount13000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0UBS PROGRAM FEES & SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category12010 TAX PREPARATION & ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps05944
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps13000
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome05944
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome13000
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Amount1581
TaxesSchedule/Taxes/Amount250
TaxesSchedule/Taxes/Amount31515
TaxesSchedule/Taxes/Amount41277
TaxesSchedule/Taxes/Category0STATE OF CALIFORNIA
TaxesSchedule/Taxes/Category1FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category2CA. REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/Taxes/Category32011 990PF EST. TAX
TaxesSchedule/Taxes/Category42010 IRS TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps010
TaxesSchedule/Taxes/DisbursementsCharitablePrps1581
TaxesSchedule/Taxes/DisbursementsCharitablePrps250
TaxesSchedule/Taxes/DisbursementsCharitablePrps31515
TaxesSchedule/Taxes/DisbursementsCharitablePrps41277
TaxesSchedule/Taxes/NetInvestmentIncome010
TaxesSchedule/Taxes/NetInvestmentIncome1581
TaxesSchedule/Taxes/NetInvestmentIncome250
TaxesSchedule/Taxes/NetInvestmentIncome31515
TaxesSchedule/Taxes/NetInvestmentIncome41277
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0161669852
ReturnHeader/Filer/Name/BusinessNameLine10MARGERY W HUBBS
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0MARG
ReturnHeader/Filer/Phone09092146655
ReturnHeader/Filer/USAddress/AddressLine101228 MONTE VISTA
ReturnHeader/Filer/USAddress/City0REDLANDS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092373
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-04-20
ReturnHeader/Officer/Name0KIRK M SHELBY
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10C DEE ANNE JENNINGS EA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103535 PATRICKS POINT DR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TRINIDAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0955709783
ReturnHeader/Preparer/Name0C Dee Anne Jennings EA
ReturnHeader/Preparer/Phone07076770933
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-20T12:19:04-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,123,596
Liabilities
$250,998
Net assets
$872,598
Revenue
-
Expenses
$140,925
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.05$0.04$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.01$0.00$0.00$0.04$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.05$0.22$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.07$0.22$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.10$0.36$0.02$0.46$0.45
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.05$0.81$0.21$0.15$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.88$0.13$0.75$0.27$0.21$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.26$0.57$0.69$0.20
2011Detailed filing. Detailed filing data is available for this year.$1.12$0.25$0.87$0.14
2010Detailed filing. Detailed filing data is available for this year.$0.98$0.09$0.89$0.14