Civic Intelligence

The Kavli Charitable Trust

990PF • Fiscal year 2015 • EIN 26-2992097

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization Profile
1801 Solar Drive No 250Oxnard, CA 93030

(805) 983-6000

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-199%

Higher net margin than 4% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

3.2%

Faster asset growth than 57% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2012 to 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$220,489

Up $19,591 (+9.8%) from 2012

Net Assets

Up

$220,489

Up $19,591 (+9.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

$3,823

No earlier filing loaded for comparison.

Expenses

Up

$11,420

Up $9,941 (+672%) from 2012

Net Income

-$7,597

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2010: $23,729Liabilities 2010: $0Net Assets 2010: $23,7292010Assets 2011: $22,323Liabilities 2011: $0Net Assets 2011: $22,3232011Assets 2012: $200,898Liabilities 2012: $0Net Assets 2012: $200,8982012Assets 2015: $220,489Liabilities 2015: $0Net Assets 2015: $220,4892015Assets 2016: $223,192Liabilities 2016: $0Net Assets 2016: $223,1922016Assets 2017: $226,658Liabilities 2017: $0Net Assets 2017: $226,6582017Assets 2018: $223,084Liabilities 2018: $0Net Assets 2018: $223,0842018Assets 2019: $229,249Liabilities 2019: $0Net Assets 2019: $229,2492019Assets 2020: $225,421Liabilities 2020: $0Net Assets 2020: $225,4212020Assets 2021: $235,988Liabilities 2021: $0Net Assets 2021: $235,9882021Assets 2022: $200,741Liabilities 2022: $0Net Assets 2022: $200,7412022Assets 2023: $203,291Liabilities 2023: $0Net Assets 2023: $203,2912023Assets 2024: $206,860Liabilities 2024: $0Net Assets 2024: $206,8602024

Highlighted filing

2015

Assets$220,489
Liabilities$0
Net Assets$220,489
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $1,0352010Expenses 2011: $1,4722011Expenses 2012: $1,4792012Revenue 2015: $3,823Expenses 2015: $11,420Net Income 2015: -$7,5972015Revenue 2016: $15,139Expenses 2016: $12,436Net Income 2016: $2,7032016Revenue 2017: $15,291Expenses 2017: $11,825Net Income 2017: $3,4662017Revenue 2018: $7,336Expenses 2018: $12,279Net Income 2018: -$4,9432018Revenue 2019: $19,755Expenses 2019: $13,590Net Income 2019: $6,1652019Revenue 2020: $5,169Expenses 2020: $8,997Net Income 2020: -$3,8282020Revenue 2021: $21,702Expenses 2021: $11,135Net Income 2021: $10,5672021Revenue 2022: -$24,072Expenses 2022: $11,175Net Income 2022: -$35,2472022Revenue 2023: $15,650Expenses 2023: $13,100Net Income 2023: $2,5502023Revenue 2024: $13,399Expenses 2024: $9,830Net Income 2024: $3,5692024

Highlighted filing

2015

Revenue$3,823
Expenses$11,420
Net Income-$7,597
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS ROSENBAUMCo-Trustee-$0--
JOHN HENNESSYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Kavli Charitable Trust
EIN
26-2992097
Phone
8059836000
Address
1801 SOLAR DRIVE NO 250, OXNARD, CA 93030

Signing Officer

Name
Robert Conn
Title
Authorized Signer
Phone
8056040700
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
115 E MICHELTORENA ST 200, SANTA BARBARA, CA 93101
Preparer
Gail H Anikouchine
Phone
8059664157
Raw XML Appendix298 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt0700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MACFARLANE, FALETTI & CO LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0350
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0220433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0KAVLI INVESTMENT POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0220433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03823
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0520
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0224287
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0224231
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03364
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS ROSENBAUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN HENNESSY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0450 SERRA MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 EAST CALIFORNIA BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191125
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010710
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0360
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010710
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011070
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010651
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010710
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF CALIFORNIA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CONN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUTHORIZED SIGNER
ReturnHeader/BusinessOfficerGrp/PhoneNum08056040700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KAVLI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KAVL
ReturnHeader/Filer/EIN0262992097
ReturnHeader/Filer/PhoneNum08059836000
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 SOLAR DRIVE NO 250
ReturnHeader/Filer/USAddress/CityNm0OXNARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952835976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 E MICHELTORENA ST 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059664157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAIL H ANIKOUCHINE
ReturnHeader/ReturnTs02016-11-14T14:44:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,489
Liabilities
$0
Net assets
$220,489
Revenue
$3,823
Expenses
$11,420
Net income
-$7,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.13$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.16$0.13$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.24$0.11$0.35
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.22$0.11$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.05$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.20$0.14$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.07$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.15$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.15$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.04$0.11$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.01