Civic Intelligence

The Kavli Charitable Trust

990PF • Fiscal year 2016 • EIN 26-2992097

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

5715 Mesmer AvenueLos Angeles, CA 90230

(424) 353-8800

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

75th percentile

18%

Higher net margin than 75% 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

52nd percentile

1.2%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

97th percentile

296%

Faster revenue growth than 97% of similar nonprofits.

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

Assets

Up

$223,192

Up $2,703 (+1.2%) from 2015

Net Assets

Up

$223,192

Up $2,703 (+1.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$15,139

Up $11,316 (+296%) from 2015

Expenses

Up

$12,436

Up $1,016 (+8.9%) from 2015

Net Income

Up

$2,703

Up $10,300 (+136%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$223,192
Liabilities$0
Net Assets$223,192

Operations Trend

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

2016

Revenue$15,139
Expenses$12,436
Net Income$2,703
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers

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
4243538800
Address
5715 MESMER AVENUE, LOS ANGELES, CA 90230

Signing Officer

Name
David Valentine CFO
Title
VP of Finance & CFO
Phone
4243538800
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Karen Gries
Phone
6123764500
Raw XML Appendix313 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0775
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0223135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0KAVLI INVESTMENT POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0223135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015139
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015139
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0520
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0369
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0221784
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03328
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010926
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15715 MESMER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF SCIENTIFIC RESEARCH
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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/TotalGrantOrContriPdDurYrAmt010651
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/AppliedToCurrentYearAmt0785
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010651
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010775
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011436
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09990
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010651
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID VALENTINE CFO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04243538800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KAVLI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KAVL
ReturnHeader/Filer/EIN0262992097
ReturnHeader/Filer/PhoneNum04243538800
ReturnHeader/Filer/USAddress/AddressLine1Txt05715 MESMER AVENUE
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090230
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB5B0B88F5DF23A80CA306F7B03D11E28B72914C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D49977F1ED05145F9BC0FB6803A02A420AB7E82B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:46:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 SOUTH SIXTH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123764500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN GRIES
ReturnHeader/ReturnTs02017-11-15T09:50:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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