Civic Intelligence

The Betterworld Trust

990PF • Fiscal year 2022 • EIN 26-1160600

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profile
3594 Via ZaraFallbrook, CA 92028

(951) 235-2323

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

90th percentile

60%

Higher net margin than 90% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

100th percentile

3032%

Faster asset growth than 100% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

354%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$352,684

Up $341,424 (+3032%) from 2021

Net Assets

Up

$352,684

Up $341,424 (+3032%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin90th percentile

Revenue

Up

$566,959

Up $441,944 (+354%) from 2021

Expenses

Up

$225,535

Up $98,761 (+78%) from 2021

Net Income

Up

$341,424

Up $343,183 (+19510%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$400K$300K$200K$100K$0Assets 2013: $146Liabilities 2013: $0Net Assets 2013: $1462013Assets 2014: $136Liabilities 2014: $0Net Assets 2014: $1362014Assets 2015: $864Liabilities 2015: $0Net Assets 2015: $8642015Assets 2016: $9,516Liabilities 2016: $0Net Assets 2016: $9,5162016Assets 2017: $11,231Liabilities 2017: $0Net Assets 2017: $11,2312017Assets 2018: $17,656Liabilities 2018: $0Net Assets 2018: $17,6562018Assets 2019: $14,017Liabilities 2019: $0Net Assets 2019: $14,0172019Assets 2020: $13,019Liabilities 2020: $0Net Assets 2020: $13,0192020Assets 2021: $11,260Liabilities 2021: $0Net Assets 2021: $11,2602021Assets 2022: $352,684Liabilities 2022: $0Net Assets 2022: $352,6842022Assets 2023: $182,487Liabilities 2023: $0Net Assets 2023: $182,4872023Assets 2024: $35,937Liabilities 2024: $0Net Assets 2024: $35,9372024

Highlighted filing

2022

Assets$352,684
Liabilities$0
Net Assets$352,684
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $7,950Expenses 2013: $7,878Net Income 2013: $722013Revenue 2014: $0Expenses 2014: $10Net Income 2014: -$102014Revenue 2015: $5,000Expenses 2015: $4,272Net Income 2015: $7282015Revenue 2016: $153,225Expenses 2016: $144,573Net Income 2016: $8,6522016Revenue 2017: $328,025Expenses 2017: $326,310Net Income 2017: $1,7152017Revenue 2018: $132,033Expenses 2018: $125,608Net Income 2018: $6,4252018Revenue 2019: $285,036Expenses 2019: $288,675Net Income 2019: -$3,6392019Revenue 2020: $130,489Expenses 2020: $131,487Net Income 2020: -$9982020Revenue 2021: $125,015Expenses 2021: $126,774Net Income 2021: -$1,7592021Revenue 2022: $566,959Expenses 2022: $225,535Net Income 2022: $341,4242022Revenue 2023: $139Expenses 2023: $170,336Net Income 2023: -$170,1972023Revenue 2024: $30Expenses 2024: $146,580Net Income 2024: -$146,5502024

Highlighted filing

2022

Revenue$566,959
Expenses$225,535
Net Income$341,424
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL GARRETTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Betterworld Trust
EIN
26-1160600
Phone
9512352323
Address
3594 VIA ZARA, FALLBROOK, CA 92028

Signing Officer

Name
Paul Garrett
Title
Trustee
Phone
9522352323
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Swenson Advisors Llp
Address
25220 HANCOCK AVE SUITE 240, MURRIETA, CA 92562
Preparer
Scott Maxwell
Phone
9514454700
Raw XML Appendix376 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/GrantOrContributionPurposeTxt2IMPROVING ACCESS TO HEALTHCARE IN REMOTE COMMUNITIES IN LIBERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FIGHTING GLOBAL POVERTY & ENVIRONMENTAL DAMAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4LITERACY PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5OFFERS SERVICES & RESOURCES TO SENIORS TO LIVE INDEPENDENTLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROVIDES AN ENVIRONMENT FOR VISUAL ARTISTS TO CONNECT, GROW & THRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7BRING LITERACY TO THE HOMES OF YOUNG CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8REVITALIZE FALLBROOK ECONOMICALLY, CULTURALLY, AND PHYSICALLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PROVIDES HUMANITARIAN RELIEF FOR UKRAINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GRANTS FOR UKRAINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11FUNDS GRANTS FOR RESTORATION, RESEARCH, EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHALLENGE GRANT FOR CASA;SERVICES AND EDUCATIONS FOR FOSTER YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CHALLENGE GRANT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15PROVIDES AFTER SCHOOL PROGRAMS FOR YOUNG PEOPLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2022970062
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592088
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692028
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd960606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1020001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1120090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1290404
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1455104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1592028
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0125349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0130483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0283699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0110339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0321837
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0321837
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0864823
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0214953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0125349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0130483
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0283699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0110339
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0224500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0214953
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01186660
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0971707
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PAUL AND DIANE GARRETT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03594 VIA ZARA
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092028
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0550000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEMBERSHIP DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09522352323
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BETTERWORLD TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BETT
ReturnHeader/Filer/EIN0261160600
ReturnHeader/Filer/PhoneNum09512352323
ReturnHeader/Filer/USAddress/AddressLine1Txt03594 VIA ZARA
ReturnHeader/Filer/USAddress/CityNm0FALLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330810710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWENSON ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025220 HANCOCK AVE SUITE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MURRIETA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092562
ReturnHeader/PreparerPersonGrp/PhoneNum09514454700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT MAXWELL
ReturnHeader/ReturnTs02023-05-15T15:09:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARRETT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,684
Liabilities
$0
Net assets
$352,684
Revenue
$566,959
Expenses
$225,535
Net income
$341,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.00$1.47$1.47
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.00$1.70$1.70
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$5.67$2.26$3.41
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.25$1.27$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.30$1.31$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$2.85$2.89$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.32$1.26$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$3.28$3.26$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.53$1.45$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$0.08$0.00