Civic Intelligence

Mitchell Family Charitable Foundation

990PF • Fiscal year 2018 • EIN 26-0741864

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

Organization Profile
3435 Quiet CoveCorona Del Mar, CA 92625

(714) 323-8400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-103%

Higher net margin than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.6%

Faster asset growth than 38% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$398,774

Down $14,804 (-3.6%) from 2017

Net Assets

Down

$398,774

Down $14,804 (-3.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$14,397

Down $42,173 (-75%) from 2017

Expenses

Down

$29,201

Down $1,222 (-4.0%) from 2017

Net Income

Down

-$14,804

Down $40,951 (-157%) from 2017

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

2018

Assets$398,774
Liabilities$0
Net Assets$398,774
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$14,397
Expenses$29,201
Net Income-$14,804
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chester L MitchellPresident/Direc-$0--
Terry MitchellSecretary/CFO/D-$0--
Jeffrey L MitchellDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Student Financial AidPublicClaremont, CA, US$20,000
Paid Grant-charityPCSt Helena, CA, US$3,400
Paid Grant-General useChurchNewport Beach, CA, US$1,950
Paid Grant-Library FundPublicNewport Beach, CA, US$1,000
Paid Grant-Missions-Garden Grove, CA, US$1,000
Paid Grant-general fund-Berkeley, CA, US$250
Filing and Contact Details

Filer

Filer Name
Mitchell Family Charitable Foundation
EIN
26-0741864
Phone
7143238400
Address
3435 Quiet Cove, Corona Del Mar, CA 92625

Signing Officer

Name
Chester L Mitchell
Title
President
Signed
2018-11-06
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 Appendix321 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Terry Mitchell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeffrey L Mitchell
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0491 Wilson Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13435 Quiet Cove
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2491 Wilson Way
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Harvey Mudd College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Newport Beach Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Our Lady Queen Of Angels
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Auction Napa Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4UC Berkeley Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Roman Catholic Diocese of Orange
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 Platt Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 Avocado Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22046 Mar Vista Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 141
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41995 University Avenue Suite 401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt513280 Chapman Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Claremont
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3St Helena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Garden Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592840
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt020068
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017666
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010134
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07532
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017666
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010134
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Chester L Mitchell
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0345 Quiet Cove
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Corona Del Mar
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092625
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt024000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA Secretsary of State
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Registry of Charitable Trusts
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1354
TaxesSchedule/TaxesDetail/CategoryTxt0Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chester L Mitchell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mitchell Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MITC
ReturnHeader/Filer/EIN0260741864
ReturnHeader/Filer/PhoneNum07143238400
ReturnHeader/Filer/USAddress/AddressLine1Txt03435 Quiet Cove
ReturnHeader/Filer/USAddress/CityNm0Corona Del Mar
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092625
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330672859
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/ReturnTs02018-11-06T10:03:49-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$398,774
Liabilities
$0
Net assets
$398,774
Revenue
$14,397
Expenses
$29,201
Net income
-$14,804
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