Civic Intelligence

Munger Charitable Trust Number Three

990PF • Fiscal year 2016 • EIN 27-6085495

Jun 01, 2015 to May 31, 2016 • Filed on Aug 31, 2016

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

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-128%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

31st percentile

-7.2%

Faster asset growth than 31% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-45%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$155,004

Down $12,104 (-7.2%) from 2015

Net Assets

Down

$155,004

Down $12,104 (-7.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$9,456

Down $7,728 (-45%) from 2015

Expenses

Up

$21,560

Up $4,925 (+30%) from 2015

Net Income

Down

-$12,104

Down $12,653 (-2305%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$150M$100M$50M$0Assets 2014: $174,518Liabilities 2014: $0Net Assets 2014: $174,5182014Assets 2015: $167,108Liabilities 2015: $0Net Assets 2015: $167,1082015Assets 2016: $155,004Liabilities 2016: $0Net Assets 2016: $155,0042016Assets 2017: $145,810Liabilities 2017: $0Net Assets 2017: $145,8102017Assets 2018: $144,571Liabilities 2018: $0Net Assets 2018: $144,5712018Assets 2019: $135,477Liabilities 2019: $0Net Assets 2019: $135,4772019Assets 2020: $129,082Liabilities 2020: $0Net Assets 2020: $129,0822020Assets 2021: $123,053Liabilities 2021: $0Net Assets 2021: $123,0532021Assets 2022: $116,673Liabilities 2022: $0Net Assets 2022: $116,6732022Assets 2023: $111,109Liabilities 2023: $0Net Assets 2023: $111,1092023Assets 2024: $109,778Liabilities 2024: $0Net Assets 2024: $109,7782024Assets 2025: $108,956,678Liabilities 2025: $0Net Assets 2025: $108,956,6782025

Highlighted filing

2016

Assets$155,004
Liabilities$0
Net Assets$155,004
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$150M$100M$50M$0-$50MRevenue 2014: $10,406Expenses 2014: $13,010Net Income 2014: -$2,6042014Revenue 2015: $17,184Expenses 2015: $16,635Net Income 2015: $5492015Revenue 2016: $9,456Expenses 2016: $21,560Net Income 2016: -$12,1042016Revenue 2017: $11,866Expenses 2017: $21,060Net Income 2017: -$9,1942017Revenue 2018: $9,847Expenses 2018: $11,086Net Income 2018: -$1,2392018Revenue 2019: $10,516Expenses 2019: $19,610Net Income 2019: -$9,0942019Revenue 2020: $15,948Expenses 2020: $22,343Net Income 2020: -$6,3952020Revenue 2021: $15,181Expenses 2021: $21,210Net Income 2021: -$6,0292021Revenue 2022: $16,926Expenses 2022: $23,306Net Income 2022: -$6,3802022Revenue 2023: $22,786Expenses 2023: $28,350Net Income 2023: -$5,5642023Revenue 2024: $25,096Expenses 2024: $26,427Net Income 2024: -$1,3312024Revenue 2025: $128,383,045Expenses 2025: $51,671,022Net Income 2025: $76,712,0232025

Highlighted filing

2016

Revenue$9,456
Expenses$21,560
Net Income-$12,104
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Aug 31, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Munger Charitable Trust Number Three
EIN
27-6085495
In Care Of
% DREYER ROBBINS & ASSOCIATES
Phone
2136838790
Address
300 SOUTH GRAND AVENUE 37TH FLOOR, LOS ANGELES, CA 90071

Signing Officer

Name
William Borthwick
Title
Trustee
Signed
2016-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Dreyer Robbins & Associates
Address
355 S GRAND AVE STE 1710, LOS ANGELES, CA 90071-1532
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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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0900
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1IRS - EXCISE TAX ESTIM
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BORTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUNGER CHARITABLE TRUST NUMBER THREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM H BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085495
ReturnHeader/Filer/InCareOfNm0% DREYER ROBBINS & ASSOCIATES
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DREYER ROBBINS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 S GRAND AVE STE 1710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900711532
ReturnHeader/PreparerPersonGrp/PhoneNum02136838790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S DREYER
ReturnHeader/ReturnTs02016-09-12T20:21:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,004
Liabilities
$0
Net assets
$155,004
Revenue
$9,456
Expenses
$21,560
Net income
-$12,104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$109$0.00$109$128$51.7$76.7
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.03$0.03$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.02$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.02$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$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
2017Detailed filing. Detailed filing data is available for this year.$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