Civic Intelligence

Munger Charitable Trust Number Five C/0 William H Borthwick

990PF • Fiscal year 2021 • EIN 27-6085528

Jun 01, 2020 to May 31, 2021 • Filed on Aug 31, 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

14th percentile

-42%

Higher net margin than 14% 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

-4.9%

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

$122,934

Down $6,324 (-4.9%) from 2020

Net Assets

Down

$122,934

Down $6,324 (-4.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Down

$15,206

Down $763 (-4.8%) from 2020

Expenses

Down

$21,530

Down $816 (-3.7%) from 2020

Net Income

Up

-$6,324

Up $53 (+0.8%) from 2020

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: $174,570Liabilities 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

2021

Assets$122,934
Liabilities$0
Net Assets$122,934
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: $17,194Expenses 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

2021

Revenue$15,206
Expenses$21,530
Net Income-$6,324
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Aug 31, 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 Five
EIN
27-6085528
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
2021-08-31
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 Appendix243 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/DistributableAmountGrp/MinimumInvestmentReturnAmt020983
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0426043
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0420007
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06391
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020983
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0419652
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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
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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
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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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% HOLTHOUSE CARLIN & VAN TRIGT
ReturnHeader/Filer/PhoneNum03105661900
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ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011444 W OLYMPIC BLVD 11TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
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
$122,934
Liabilities
$0
Net assets
$122,934
Revenue
$15,206
Expenses
$21,530
Net income
-$6,324
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
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
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