Civic Intelligence

Pritchett Foundation Trust

990PF • Fiscal year 2017 • EIN 26-3538717

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
9 Cape AndoverNewport Beach, CA 92660

(949) 310-4366

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

85th percentile

24%

Faster asset growth than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

49%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,834,469

Up $358,843 (+24%) from 2016

Net Assets

Up

$1,834,469

Up $358,843 (+24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$414,878

Up $136,902 (+49%) from 2016

Expenses

Down

$56,035

Down $16,713 (-23%) from 2016

Net Income

Up

$358,843

Up $153,615 (+75%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2017

Assets$1,834,469
Liabilities$0
Net Assets$1,834,469
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$414,878
Expenses$56,035
Net Income$358,843
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Filer

Filer Name
Pritchett Foundation Trust
EIN
26-3538717
Phone
9493104366
Address
9 CAPE ANDOVER, NEWPORT BEACH, CA 92660

Signing Officer

Name
Henry Pritchett
Title
Trustee
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
HMWC CPAs And Business Advisors
Address
17501 East 17th Street Suite 100, Tustin, CA 92780-7924
Preparer
Curtis E Campbell
Phone
7145059000
Raw XML Appendix322 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/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CAMPUS CRUSADE FOR CHRIST INTL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BY GRACE ORPHANAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CHILDREN OF THE NATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 LAKE HART DRIVE 2400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114509 ROSECRANS AVE O
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 3970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LA MIRADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SILVERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190638
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298383
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0100386
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt081386
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HLP FAMILY LIMITED PARTNERSHIP
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1HENRY AND KAREN PRITCHETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09 CAPE ANDOVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt19 CAPE ANDOVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWPORT BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEWPORT BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092660
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192660
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1270000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt044758
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CSV OF LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt055930
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt044758
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES & FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02263
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PTRSHIP INCOME (LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-10441
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-6018
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019686
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11958
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019686
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11958
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt116
TaxesSchedule/TaxesDetail/Amt22706
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FTB
TaxesSchedule/TaxesDetail/CategoryTxt2IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY PRITCHETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRITCHETT FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PRIT
ReturnHeader/Filer/EIN0263538717
ReturnHeader/Filer/PhoneNum09493104366
ReturnHeader/Filer/USAddress/AddressLine1Txt09 CAPE ANDOVER
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952790665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HMWC CPAs And Business Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017501 East 17th Street Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927807924
ReturnHeader/PreparerPersonGrp/PhoneNum07145059000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Curtis E Campbell
ReturnHeader/ReturnTs02018-05-15T16:05:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,834,469
Liabilities
$0
Net assets
$1,834,469
Revenue
$414,878
Expenses
$56,035
Net income
$358,843
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