Civic Intelligence

Pritchett Foundation Trust

990PF • Fiscal year 2018 • EIN 26-3538717

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
1010 Bel Monte DriveSanta Barbara, CA 93101

(949) 310-4366

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

70th percentile

6.8%

Faster asset growth than 70% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,959,577

Up $125,108 (+6.8%) from 2017

Net Assets

Up

$1,959,426

Up $124,957 (+6.8%) from 2017

Liabilities

Up

$151

Up $151 from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin87th percentile

Revenue

Down

$234,411

Down $180,467 (-43%) from 2017

Expenses

Up

$132,113

Up $76,078 (+136%) from 2017

Net Income

Down

$102,298

Down $256,545 (-71%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$1,959,577
Liabilities$151
Net Assets$1,959,426
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$234,411
Expenses$132,113
Net Income$102,298
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd 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
1010 BEL MONTE DRIVE, SANTA BARBARA, CA 93101

Signing Officer

Name
Henry L Pritchett
Title
Trustee
Phone
9492209404
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Edmonds & Edmonds Llp
Address
519 30th St, NEWPORT BEACH, CA 92663
Preparer
Barbara Edmonds
Phone
9492209404
Raw XML AppendixShowing 400 of 466 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERITRADE #4108 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO #9278 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO #9278 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WELLS FARGO #6256 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WELLS FARGO #6256 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WELLS FARGO #6256 LT NON COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LEHMAN BROTHERS HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WELLS FARGO #8600 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8WELLS FARGO #8600 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HENRY PRITCHETT
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CAMPUS CRUSADE FOR CHRIST INTL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HENRI NOUWEN SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JESUS FILM PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BLOOD WATER
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HLP FAMILY LIMITED PARTNERSHIP
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1HENRY KAREN PRITCHETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01010 BEL MONTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11010 BEL MONTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA BARBARA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SANTA BARBARA
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt145000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BROWN & STREZA
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0958
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0958
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt055930
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CSV OF LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt066846
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt066846
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0211
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE AMERITRADE COST BAS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12521
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24038
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12521
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24038
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WELLS FARGO #8600 OTHER INCOME

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,959,577
Liabilities
$151
Net assets
$1,959,426
Revenue
$234,411
Expenses
$132,113
Net income
$102,298
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