Civic Intelligence

Margery W Hubbs Charitable Foundation

990PF • Fiscal year 2016 • EIN 16-1669852

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

PO Box 1247Trinidad, CA 95570

(707) 677-0933

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-212%

Higher net margin than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

7th percentile

-55%

Faster asset growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

343%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$210,578

Down $254,008 (-55%) from 2015

Net Assets

Down

$210,578

Down $151,931 (-42%) from 2015

Liabilities

Down

$0

Down $102,077 (-100%) from 2015

Revenue

Up

$71,650

Up $55,486 (+343%) from 2015

Expenses

Down

$223,581

Down $238,479 (-52%) from 2015

Net Income

Up

-$151,931

Up $293,965 (+66%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$210,578
Liabilities$0
Net Assets$210,578

Operations Trend

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

2016

Revenue$71,650
Expenses$223,581
Net Income-$151,931
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEE ANNE JENNINGS EATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Margery W Hubbs
EIN
16-1669852
Phone
7076770933
Address
PO BOX 1247, TRINIDAD, CA 95570

Signing Officer

Name
Dee Anne Jennings Ea
Title
Trustee
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
C Dee Anne Jennings Ea
Address
3535 PATRICKS POINT DR, TRINIDAD, CA 95570-9783
Preparer
C Dee Anne Jennings EA
Phone
7076770933
Raw XML Appendix278 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt417064
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014226
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022774
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022774
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022774
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022774
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0543150
LandEtcSchedule2/LandEtcGrp/BookValueAmt0181050
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0724200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0816
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt02012 TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1UBS PROF MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1225
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0CA. REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEE ANNE JENNINGS EA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGERY W HUBBS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0161669852
ReturnHeader/Filer/PhoneNum07076770933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1247
ReturnHeader/Filer/USAddress/CityNm0TRINIDAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C DEE ANNE JENNINGS EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03535 PATRICKS POINT DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRINIDAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0955709783
ReturnHeader/PreparerPersonGrp/PhoneNum07076770933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C Dee Anne Jennings EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-10T10:06:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2016Detailed filing. Detailed filing data is available for this year.$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