Civic Intelligence

Munger Charitable Trust Number Five C/0 William H Borthwick

990PF • Fiscal year 2015 • EIN 27-6085528

Jun 01, 2014 to May 31, 2015 • Filed on Jul 01, 2015

Organization Profile
300 South Grand Avenue 37th FloorSuiteLos 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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

52nd percentile

3.3%

Higher net margin than 52% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

36th percentile

-4.2%

Faster asset growth than 36% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$167,171

Down $7,399 (-4.2%) from 2014

Net Assets

Down

$167,171

Down $7,399 (-4.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin52nd percentile

Revenue

Up

$17,194

Up $6,788 (+65%) from 2014

Expenses

Up

$16,635

Up $3,625 (+28%) from 2014

Net Income

Up

$559

Up $3,163 (+121%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$150M$100M$50M$0Assets 2014: $174,570Liabilities 2014: $0Net Assets 2014: $174,5702014Assets 2015: $167,171Liabilities 2015: $0Net Assets 2015: $167,1712015Assets 2016: $155,151Liabilities 2016: $0Net Assets 2016: $155,1512016Assets 2017: $145,956Liabilities 2017: $0Net Assets 2017: $145,9562017Assets 2018: $144,710Liabilities 2018: $0Net Assets 2018: $144,7102018Assets 2019: $135,635Liabilities 2019: $0Net Assets 2019: $135,6352019Assets 2020: $129,258Liabilities 2020: $0Net Assets 2020: $129,2582020Assets 2021: $122,934Liabilities 2021: $0Net Assets 2021: $122,9342021Assets 2022: $117,201Liabilities 2022: $0Net Assets 2022: $117,2012022Assets 2023: $111,057Liabilities 2023: $0Net Assets 2023: $111,0572023Assets 2024: $109,616Liabilities 2024: $0Net Assets 2024: $109,6162024Assets 2025: $148,600,149Liabilities 2025: $0Net Assets 2025: $148,600,1492025

Highlighted filing

2015

Assets$167,171
Liabilities$0
Net Assets$167,171
Open 2015 Filing

Operations Trend

Revenue Growth89th 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: $17,194Expenses 2015: $16,635Net Income 2015: $5592015Revenue 2016: $9,540Expenses 2016: $21,560Net Income 2016: -$12,0202016Revenue 2017: $11,865Expenses 2017: $21,060Net Income 2017: -$9,1952017Revenue 2018: $9,839Expenses 2018: $11,085Net Income 2018: -$1,2462018Revenue 2019: $10,535Expenses 2019: $19,610Net Income 2019: -$9,0752019Revenue 2020: $15,969Expenses 2020: $22,346Net Income 2020: -$6,3772020Revenue 2021: $15,206Expenses 2021: $21,530Net Income 2021: -$6,3242021Revenue 2022: $18,009Expenses 2022: $23,741Net Income 2022: -$5,7322022Revenue 2023: $22,206Expenses 2023: $28,350Net Income 2023: -$6,1442023Revenue 2024: $25,087Expenses 2024: $26,528Net Income 2024: -$1,4412024Revenue 2025: $128,382,975Expenses 2025: $10,217,782Net Income 2025: $118,165,1932025

Highlighted filing

2015

Revenue$17,194
Expenses$16,635
Net Income$559
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jul 1, 2015
Return Version
2014v5.0
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 Five
EIN
27-6085528
In Care Of
% DREYER ROBBINS & ASSOCIATES
Phone
2136838790
Address
300 SOUTH GRAND AVENUE 37TH FLOOR, Suite, LOS ANGELES, CA 90071

Signing Officer

Name
William Borthwick
Title
Officer
Phone
2136838790
Signed
2015-07-01
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 Appendix267 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
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt07958
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE - BERKSHIRE HATHAWAY
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EMA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0875
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BORTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02136838790
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUNGER CHARITABLE TRUST NUMBER FIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/0 WILLIAM H BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085528
ReturnHeader/Filer/InCareOfNm0% DREYER ROBBINS & ASSOCIATES
ReturnHeader/Filer/PhoneNum02136838790
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 SOUTH GRAND AVENUE 37TH FLOOR
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
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/ReturnTs02015-07-07T17:16:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$167,171
Liabilities
$0
Net assets
$167,171
Revenue
$17,194
Expenses
$16,635
Net income
$559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$149$0.00$149$128$10.2$118
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
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
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.02$0.02$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.01$0.02$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits