Civic Intelligence

Munger Charitable Trust Number Four C/O William H Borthwick

990PF • Fiscal year 2021 • EIN 27-6085514

Jun 01, 2020 to May 31, 2021 • Filed on Jul 09, 2021

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

15th percentile

-40%

Higher net margin than 15% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-4.7%

Faster asset growth than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

-4.8%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$122,143

Down $6,009 (-4.7%) from 2020

Net Assets

Down

$122,143

Down $6,009 (-4.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Down

$15,201

Down $773 (-4.8%) from 2020

Expenses

Down

$21,210

Down $1,115 (-5.0%) from 2020

Net Income

Up

-$6,009

Up $342 (+5.4%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2021

Assets$122,143
Liabilities$0
Net Assets$122,143
Open 2021 Filing

Operations Trend

Revenue Growth41st 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

2021

Revenue$15,201
Expenses$21,210
Net Income-$6,009
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jul 9, 2021
Return Version
2020v4.1
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 Four
EIN
27-6085514
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
2021-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
11444 w OLYMPIC BLVD 11TH FLR, LOS ANGELES, CA 90064
Preparer
Michael S Dreyer
Phone
3105661900
Raw XML Appendix241 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/AdjustedTotalFMVOfUnusedAstAmt0425018
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0420007
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06375
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03105661900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S DREYER
ReturnHeader/ReturnTs02021-09-29T16:56:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORTHWICK
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,143
Liabilities
$0
Net assets
$122,143
Revenue
$15,201
Expenses
$21,210
Net income
-$6,009
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