Civic Intelligence

Pritchett Foundation Trust

EIN 26-3538717 • Newport Beach, CA

C/O Edmonds Edmonds 519 30th StNewport Beach, CA 92663
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.13x

Higher debt load relative to assets than 68% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.70x

Higher debt load relative to revenue than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

49%

Faster revenue growth than 78% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$3,126,575

Up $495,380 (+19%) from 2023

Liabilities

Up

$392,200

Up $80,721 (+26%) from 2023

Net Assets

Up

$2,734,375

Up $414,659 (+18%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin94th percentile

Revenue

Up

$558,978

Up $184,542 (+49%) from 2023

Expenses

Down

$146,097

Down $12,216 (-7.7%) from 2023

Net Income

Up

$412,881

Up $196,758 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,488,289Liabilities 2011: $0Net Assets 2011: $1,488,2892011Assets 2012: $1,431,388Liabilities 2012: $0Net Assets 2012: $1,431,3882012Assets 2013: $1,422,989Liabilities 2013: $0Net Assets 2013: $1,422,9892013Assets 2014: $1,339,440Liabilities 2014: $0Net Assets 2014: $1,339,4402014Assets 2015: $1,270,398Liabilities 2015: $0Net Assets 2015: $1,270,3982015Assets 2016: $1,475,626Liabilities 2016: $0Net Assets 2016: $1,475,6262016Assets 2017: $1,834,469Liabilities 2017: $0Net Assets 2017: $1,834,4692017Assets 2018: $1,959,577Liabilities 2018: $151Net Assets 2018: $1,959,4262018Assets 2019: $1,895,688Liabilities 2019: $0Net Assets 2019: $1,895,5372019Assets 2020: $2,008,905Liabilities 2020: $0Net Assets 2020: $2,008,9052020Assets 2021: $2,275,878Liabilities 2021: $0Net Assets 2021: $2,275,8782021Assets 2022: $2,321,008Liabilities 2022: $218,374Net Assets 2022: $2,102,6342022Assets 2023: $2,631,195Liabilities 2023: $311,479Net Assets 2023: $2,319,7162023Assets 2024: $3,126,575Liabilities 2024: $392,200Net Assets 2024: $2,734,3752024

Highlighted filing

2024

Assets$3,126,575
Liabilities$392,200
Net Assets$2,734,375
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $135,6602011Expenses 2012: $57,7652012Revenue 2013: $75,860Expenses 2013: $84,259Net Income 2013: -$8,3992013Revenue 2014: -$12,614Expenses 2014: $70,935Net Income 2014: -$83,5492014Revenue 2015: $4,295Expenses 2015: $73,337Net Income 2015: -$69,0422015Revenue 2016: $277,976Expenses 2016: $72,748Net Income 2016: $205,2282016Revenue 2017: $414,878Expenses 2017: $56,035Net Income 2017: $358,8432017Revenue 2018: $234,411Expenses 2018: $132,113Net Income 2018: $102,2982018Revenue 2019: $126,318Expenses 2019: $186,800Net Income 2019: -$60,4822019Revenue 2020: $250,018Expenses 2020: $126,090Net Income 2020: $123,9282020Revenue 2021: $392,114Expenses 2021: $124,682Net Income 2021: $267,4322021Revenue 2022: -$26,300Expenses 2022: $107,399Net Income 2022: -$133,6992022Revenue 2023: $374,436Expenses 2023: $158,313Net Income 2023: $216,1232023Revenue 2024: $558,978Expenses 2024: $146,097Net Income 2024: $412,8812024

Highlighted filing

2024

Revenue$558,978
Expenses$146,097
Net Income$412,881
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,126,575
Liabilities
$392,200
Net assets
$2,734,375
Revenue
$558,978
Expenses
$146,097
Net income
$412,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.39$2.73$0.56$0.15$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.31$2.32$0.37$0.16$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.22$2.10$0.03$0.11$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.39$0.12$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.25$0.13$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.13$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.23$0.13$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.41$0.06$0.36
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.28$0.07$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.00$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.01$0.07$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY PRITCHETTTrustee-$0--
KAREN PRICHETTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pritchett Foundation Trust
EIN
26-3538717
In Care Of
% EDMONDS & EDMONDS LLP
Phone
9493104366
Address
C/O EDMONDS EDMONDS 519 30TH ST, NEWPORT BEACH, CA 92663

Signing Officer

Name
Henry Pritchett
Title
Trustee
Phone
9492209404
Signed
2025-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Edmonds & Edmonds Llp
Address
519 30th St, NEWPORT BEACH, CA 92663
Preparer
Mark S Sbicca
Phone
9492209404
Raw XML Appendix339 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES -RB&CO
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT ADV FEES-BLUE TRUST
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt26694
TaxesSchedule/TaxesDetail/Amt0855
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID (ML #2171)
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0855
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY PRITCHETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-10
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ReturnHeader/Filer/PhoneNum09493104366
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ReturnHeader/PreparerPersonGrp/PhoneNum09492209404
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S SBICCA
ReturnHeader/ReturnTs02025-05-29T13:17:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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