Civic Intelligence

The Kavli Charitable Trust

990PF • Fiscal year 2019 • EIN 26-2992097

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile
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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

54th percentile

2.8%

Faster asset growth than 54% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

169%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$229,249

Up $6,165 (+2.8%) from 2018

Net Assets

Up

$229,249

Up $6,165 (+2.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin84th percentile

Revenue

Up

$19,755

Up $12,419 (+169%) from 2018

Expenses

Up

$13,590

Up $1,311 (+11%) from 2018

Net Income

Up

$6,165

Up $11,108 (+225%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$229,249
Liabilities$0
Net Assets$229,249
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

2019

Revenue$19,755
Expenses$13,590
Net Income$6,165
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS ROSENBAUMCo-Trustee-$0--
MARC TESSIER-LAVIGNECo-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
Alice Galstian
Title
VP of Finance & CFO
Phone
4243538800
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Karen Gries
Phone
6123764500
Raw XML Appendix312 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/DisbursementsCharitablePrpsAmt04980
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0229249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0KAVLI INVESTMENT POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0229249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15715 MESMER AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF SCIENTIFIC RESEARCH
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08491
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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ReturnHeader/Filer/PhoneNum04243538800
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ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
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ReturnHeader/FilingSecurityInformation/IPTm023:00:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
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ReturnHeader/PreparerPersonGrp/PhoneNum06123764500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN GRIES
ReturnHeader/ReturnTs02020-11-15T16:16:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,249
Liabilities
$0
Net assets
$229,249
Revenue
$19,755
Expenses
$13,590
Net income
$6,165
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