Civic Intelligence

Munger Charitable Trust Number Three

990PF • Fiscal year 2022 • EIN 27-6085495

Jun 01, 2021 to May 31, 2022 • Filed on Aug 22, 2022

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

(310) 566-1900

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

16th percentile

-38%

Higher net margin than 16% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

38th percentile

-5.2%

Faster asset growth than 38% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

55th percentile

11%

Faster revenue growth than 55% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$116,673

Down $6,380 (-5.2%) from 2021

Net Assets

Down

$116,673

Down $6,380 (-5.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin16th percentile

Revenue

Up

$16,926

Up $1,745 (+11%) from 2021

Expenses

Up

$23,306

Up $2,096 (+9.9%) from 2021

Net Income

Down

-$6,380

Down $351 (-5.8%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2022

Assets$116,673
Liabilities$0
Net Assets$116,673
Open 2022 Filing

Operations Trend

Revenue Growth55th 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

2022

Revenue$16,926
Expenses$23,306
Net Income-$6,380
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Aug 22, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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
% HOLTHOUSE CARLIN & VAN TRIGT
Phone
3105661900
Address
300 SOUTH GRAND AVENUE 37TH FLOOR, LOS ANGELES, CA 90071

Signing Officer

Name
William Borthwick
Title
Trustee
Phone
3105661900
Signed
2022-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
11444 w OLYMPIC BLVD 11TH FLR, LOS ANGELES, CA 90064
Phone
3105661900
Raw XML Appendix238 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01 SHS BERKSHIRE HATHAWAY CL A
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026040
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026040
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026040
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026245
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0205
IRS990PF/DistributableAmountGrp/TotalTaxAmt0205
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0759
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0123053
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0123053
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0532884
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06563
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0526321
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07993
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026245
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0524891
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0532884
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011444 W OLYMPIC BLVD 11TH FLR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090064
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01030 EAST CALIFORNIA BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1324 MADELINE DRIVE
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM H BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085495
ReturnHeader/Filer/InCareOfNm0% HOLTHOUSE CARLIN & VAN TRIGT
ReturnHeader/Filer/PhoneNum03105661900
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ReturnHeader/Filer/USAddress/ZIPCd090071
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03105661900
ReturnHeader/ReturnTs02022-08-26T15:43:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORTHWICK
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,673
Liabilities
$0
Net assets
$116,673
Revenue
$16,926
Expenses
$23,306
Net income
-$6,380
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