Civic Intelligence

Mitchell Family Charitable Foundation

990PF • Fiscal year 2016 • EIN 26-0741864

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization Profile
491 Wilson WayCity of Industry, CA 91744

(626) 961-9711

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

4th percentile

-282%

Higher net margin than 4% 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

38th percentile

-3.6%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

95th percentile

156%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$387,431

Down $14,479 (-3.6%) from 2015

Net Assets

Down

$387,431

Down $14,479 (-3.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Up

$5,133

Up $3,129 (+156%) from 2015

Expenses

Up

$19,612

Up $2,109 (+12%) from 2015

Net Income

Up

-$14,479

Up $1,020 (+6.6%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2012: $468,490Liabilities 2012: $0Net Assets 2012: $468,4902012Assets 2013: $439,853Liabilities 2013: $0Net Assets 2013: $439,8532013Assets 2015: $401,910Liabilities 2015: $0Net Assets 2015: $401,9102015Assets 2016: $387,431Liabilities 2016: $0Net Assets 2016: $387,4312016Assets 2017: $413,578Liabilities 2017: $0Net Assets 2017: $413,5782017Assets 2018: $398,774Liabilities 2018: $0Net Assets 2018: $398,7742018Assets 2019: $441,249Liabilities 2019: $0Net Assets 2019: $441,2492019Assets 2020: $452,242Liabilities 2020: $0Net Assets 2020: $452,2422020Assets 2021: $402,537Liabilities 2021: $0Net Assets 2021: $402,5372021Assets 2022: $419,712Liabilities 2022: $0Net Assets 2022: $419,7122022Assets 2023: $437,866Liabilities 2023: $0Net Assets 2023: $437,8662023Assets 2024: $452,635Liabilities 2024: $0Net Assets 2024: $452,6352024Assets 2025: $456,816Liabilities 2025: $0Net Assets 2025: $456,8162025

Highlighted filing

2016

Assets$387,431
Liabilities$0
Net Assets$387,431
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$100K$50K$0-$50KExpenses 2012: $26,8332012Expenses 2013: $28,6842013Revenue 2015: $2,004Expenses 2015: $17,503Net Income 2015: -$15,4992015Revenue 2016: $5,133Expenses 2016: $19,612Net Income 2016: -$14,4792016Revenue 2017: $56,570Expenses 2017: $30,423Net Income 2017: $26,1472017Revenue 2018: $14,397Expenses 2018: $29,201Net Income 2018: -$14,8042018Revenue 2019: $67,636Expenses 2019: $25,161Net Income 2019: $42,4752019Revenue 2020: $21,088Expenses 2020: $10,095Net Income 2020: $10,9932020Revenue 2021: $8,678Expenses 2021: $58,383Net Income 2021: -$49,7052021Revenue 2022: $76,595Expenses 2022: $59,420Net Income 2022: $17,1752022Revenue 2023: $57,648Expenses 2023: $36,890Net Income 2023: $20,7582023Revenue 2024: $48,419Expenses 2024: $33,650Net Income 2024: $14,7692024Revenue 2025: $61,257Expenses 2025: $57,076Net Income 2025: $4,1812025

Highlighted filing

2016

Revenue$5,133
Expenses$19,612
Net Income-$14,479
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chester L MitchellPresident/Direc-$0--
Terry MitchellSecretary/CFO/D-$0--
Jeffrey L MitchellDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mitchell Family Charitable Foundation
EIN
26-0741864
Phone
6269619711
Address
491 Wilson Way, City of Industry, CA 91744

Signing Officer

Name
Chester L Mitchell
Title
President
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Balog & Rasch LLP
Address
1601 Dove Street Suite 184, Newport Beach, CA 92660
Preparer
Robert M Rasch
Phone
9498512500
Raw XML Appendix336 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/RecipientPersonNm1Boys Republic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Cathedral High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Sierra Club FoundationAngeles Chapt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Boys and Girls Club of Harbor Area
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Newport Beach Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Our Lady Queen Of Angels
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Connie Cycling Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8KCET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Hoag Hospital Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014252 Culver Drive Ste A-800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11907 Boys Republic Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21253 Bishops Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33439 Wade Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42131 Tustin Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51000 Avocado Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62046 Mar Vista Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 681
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 469028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9330 Placentia Avenue 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chino Hills
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Costa Mesa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Corona Del Mar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Escondido
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Newport Beach
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992663
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018460
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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/AppliedToYear1Amt018460
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018460
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0960
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019420
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA Attorney General Registry
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt140
TaxesSchedule/TaxesDetail/CategoryTxt0Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chester L Mitchell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mitchell Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MITC
ReturnHeader/Filer/EIN0260741864
ReturnHeader/Filer/PhoneNum06269619711
ReturnHeader/Filer/USAddress/AddressLine1Txt0491 Wilson Way
ReturnHeader/Filer/USAddress/CityNm0City of Industry
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Balog & Rasch LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 Dove Street Suite 184
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09498512500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert M Rasch
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T15:08:27-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387,431
Liabilities
$0
Net assets
$387,431
Revenue
$5,133
Expenses
$19,612
Net income
-$14,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.61$0.57$0.04
2024Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.48$0.34$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.58$0.37$0.21
2022Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.77$0.59$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.09$0.58$0.50
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.21$0.10$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.68$0.25$0.42
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.14$0.29$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.57$0.30$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.05$0.20$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.02$0.18$0.15
2013Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.29
2012Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.27