Civic Intelligence

Munger Charitable Trust Number Four C/O William H Borthwick

990PF • Fiscal year 2018 • EIN 27-6085514

Jun 01, 2017 to May 31, 2018 • Filed on Jul 20, 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

58th percentile

4.1%

Faster asset growth than 58% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$151,870

Up $5,958 (+4.1%) from 2017

Net Assets

Up

$151,870

Up $5,958 (+4.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Up

$17,043

Up $5,177 (+44%) from 2017

Expenses

Down

$11,085

Down $9,975 (-47%) from 2017

Net Income

Up

$5,958

Up $15,152 (+165%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$200M$150M$100M$50M$0Assets 2014: $174,529Liabilities 2014: $0Net Assets 2014: $174,5292014Assets 2015: $167,127Liabilities 2015: $0Net Assets 2015: $167,1272015Assets 2016: $155,106Liabilities 2016: $0Net Assets 2016: $155,1062016Assets 2017: $145,912Liabilities 2017: $0Net Assets 2017: $145,9122017Assets 2018: $151,870Liabilities 2018: $0Net Assets 2018: $151,8702018Assets 2019: $134,503Liabilities 2019: $0Net Assets 2019: $134,5032019Assets 2020: $128,152Liabilities 2020: $0Net Assets 2020: $128,1522020Assets 2021: $122,143Liabilities 2021: $0Net Assets 2021: $122,1432021Assets 2022: $115,760Liabilities 2022: $0Net Assets 2022: $115,7602022Assets 2023: $111,172Liabilities 2023: $0Net Assets 2023: $111,1722023Assets 2024: $109,833Liabilities 2024: $0Net Assets 2024: $109,8332024Assets 2025: $157,086,145Liabilities 2025: $0Net Assets 2025: $157,086,1452025

Highlighted filing

2018

Assets$151,870
Liabilities$0
Net Assets$151,870
Open 2018 Filing

Operations Trend

Revenue Growth84th 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: $17,191Expenses 2015: $16,635Net Income 2015: $5562015Revenue 2016: $9,539Expenses 2016: $21,560Net Income 2016: -$12,0212016Revenue 2017: $11,866Expenses 2017: $21,060Net Income 2017: -$9,1942017Revenue 2018: $17,043Expenses 2018: $11,085Net Income 2018: $5,9582018Revenue 2019: $2,243Expenses 2019: $19,610Net Income 2019: -$17,3672019Revenue 2020: $15,974Expenses 2020: $22,325Net Income 2020: -$6,3512020Revenue 2021: $15,201Expenses 2021: $21,210Net Income 2021: -$6,0092021Revenue 2022: $16,923Expenses 2022: $23,306Net Income 2022: -$6,3832022Revenue 2023: $23,762Expenses 2023: $28,350Net Income 2023: -$4,5882023Revenue 2024: $25,089Expenses 2024: $26,428Net Income 2024: -$1,3392024Revenue 2025: $128,382,977Expenses 2025: $1,415,957Net Income 2025: $126,967,0202025

Highlighted filing

2018

Revenue$17,043
Expenses$11,085
Net Income$5,958
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Jul 20, 2018
Return Version
2017v2.3
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 Four
EIN
27-6085514
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
Phone
2136838790
Signed
2018-07-20
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 Appendix254 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/AdjustedTotalFMVOfUnusedAstAmt0407527
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04839
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0402688
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06113
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020071
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0401414
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02136838790
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0925
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUNGER CHARITABLE TRUST NUMBER FOUR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM H BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085514
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09CA696ED369FD0115FA0B6DBBDA5A97A00CC7914
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09CA696ED369FD0115FA0B6DBBDA5A97A00CC7914
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId096005520182075000009
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.59.221.2
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/PreparationDt02018-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S DREYER
ReturnHeader/ReturnTs02018-07-26T16:26:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$151,870
Liabilities
$0
Net assets
$151,870
Revenue
$17,043
Expenses
$11,085
Net income
$5,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$157$0.00$157$128$1.42$127
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$0.00
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.$0.13$0.00$0.13$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.02$0.01$0.01
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