Civic Intelligence

Munger Charitable Trust Number One C/O William H Borthwick

990PF • Fiscal year 2019 • EIN 27-6085454

Jun 01, 2018 to May 31, 2019 • Filed on Jul 26, 2019

Organization Profile
300 South Grand Avenue 37th FloorLos Angeles, CA 90071

(213) 683-8790

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

8th percentile

-87%

Higher net margin than 8% 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

32nd percentile

-6.3%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

60th percentile

6.5%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$135,543

Down $9,107 (-6.3%) from 2018

Net Assets

Down

$135,543

Down $9,107 (-6.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Up

$10,503

Up $644 (+6.5%) from 2018

Expenses

Up

$19,610

Up $8,524 (+77%) from 2018

Net Income

Down

-$9,107

Down $7,880 (-642%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$200M$150M$100M$50M$0Assets 2014: $174,659Liabilities 2014: $0Net Assets 2014: $174,6592014Assets 2015: $167,244Liabilities 2015: $0Net Assets 2015: $167,2442015Assets 2016: $155,071Liabilities 2016: $0Net Assets 2016: $155,0712016Assets 2017: $145,877Liabilities 2017: $0Net Assets 2017: $145,8772017Assets 2018: $144,650Liabilities 2018: $0Net Assets 2018: $144,6502018Assets 2019: $135,543Liabilities 2019: $0Net Assets 2019: $135,5432019Assets 2020: $129,135Liabilities 2020: $0Net Assets 2020: $129,1352020Assets 2021: $123,165Liabilities 2021: $0Net Assets 2021: $123,1652021Assets 2022: $116,803Liabilities 2022: $0Net Assets 2022: $116,8032022Assets 2023: $110,661Liabilities 2023: $0Net Assets 2023: $110,6612023Assets 2024: $93,724Liabilities 2024: $0Net Assets 2024: $93,7242024Assets 2025: $154,871,910Liabilities 2025: $0Net Assets 2025: $154,871,9102025

Highlighted filing

2019

Assets$135,543
Liabilities$0
Net Assets$135,543
Open 2019 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MRevenue 2014: $11,031Expenses 2014: $13,110Net Income 2014: -$2,0792014Revenue 2015: $17,178Expenses 2015: $16,635Net Income 2015: $5432015Revenue 2016: $9,387Expenses 2016: $21,560Net Income 2016: -$12,1732016Revenue 2017: $11,866Expenses 2017: $21,060Net Income 2017: -$9,1942017Revenue 2018: $9,859Expenses 2018: $11,086Net Income 2018: -$1,2272018Revenue 2019: $10,503Expenses 2019: $19,610Net Income 2019: -$9,1072019Revenue 2020: $15,940Expenses 2020: $22,348Net Income 2020: -$6,4082020Revenue 2021: $15,240Expenses 2021: $21,210Net Income 2021: -$5,9702021Revenue 2022: $16,944Expenses 2022: $23,306Net Income 2022: -$6,3622022Revenue 2023: $22,208Expenses 2023: $28,350Net Income 2023: -$6,1422023Revenue 2024: $25,051Expenses 2024: $252,620Net Income 2024: -$227,5692024Revenue 2025: $128,383,529Expenses 2025: $3,527,115Net Income 2025: $124,856,4142025

Highlighted filing

2019

Revenue$10,503
Expenses$19,610
Net Income-$9,107
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jul 26, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H BORTHWICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Munger Charitable Trust Number One
EIN
27-6085454
In Care Of
% HOLTHOUSE CARLIN & VAN TRIGT
Phone
2136838790
Address
300 SOUTH GRAND AVENUE 37TH FLOOR, LOS ANGELES, CA 90071

Signing Officer

Name
William Borthwick
Title
Officer
Phone
2136838790
Signed
2019-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
355 S GRAND AVE STE 1710, LOS ANGELES, CA 90071
Preparer
Michael S Dreyer
Phone
2136838790
Raw XML Appendix257 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0427974
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0421107
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06420
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021078
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TaxesSchedule/TaxesDetail/Amt010
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BORTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02136838790
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUNGER CHARITABLE TRUST NUMBER ONE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM H BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085454
ReturnHeader/Filer/InCareOfNm0% HOLTHOUSE CARLIN & VAN TRIGT
ReturnHeader/Filer/PhoneNum02136838790
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 SOUTH GRAND AVENUE 37TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B4E9ACEEC3B243A7044846228892F10EB4E27A5E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B4E9ACEEC3B243A7044846228892F10EB4E27A5E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId096719820192205000008
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.59.221.3
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 S GRAND AVE STE 1710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090071
ReturnHeader/PreparerPersonGrp/PhoneNum02136838790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S DREYER
ReturnHeader/ReturnTs02019-08-08T14:38:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$135,543
Liabilities
$0
Net assets
$135,543
Revenue
$10,503
Expenses
$19,610
Net income
-$9,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$155$0.00$155$128$3.53$125
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.03$0.25$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.02$0.03$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.02$0.02$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.02$0.02$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.02$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.01$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.01$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.01$0.00