Civic Intelligence

Munger Charitable Trust Number Five C/0 William H Borthwick

990PF • Fiscal year 2023 • EIN 27-6085528

Jun 01, 2022 to May 31, 2023 • Filed on Aug 31, 2023

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-28%

Higher net margin than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

37th percentile

-5.2%

Faster asset growth than 37% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$111,057

Down $6,144 (-5.2%) from 2022

Net Assets

Down

$111,057

Down $6,144 (-5.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin19th percentile

Revenue

Up

$22,206

Up $4,197 (+23%) from 2022

Expenses

Up

$28,350

Up $4,609 (+19%) from 2022

Net Income

Down

-$6,144

Down $412 (-7.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2023

Assets$111,057
Liabilities$0
Net Assets$111,057
Open 2023 Filing

Operations Trend

Revenue Growth69th 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

2023

Revenue$22,206
Expenses$28,350
Net Income-$6,144
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Aug 31, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2023-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
11444 w OLYMPIC BLVD 11TH FLR, LOS ANGELES, CA 90064
Preparer
Cathy L Kleineahlbrandt
Phone
3105661900
Raw XML Appendix242 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/MinimumInvestmentReturnAmt024508
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0277
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0117
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0117201
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0497626
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04427
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0493199
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07464
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024508
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0490162
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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
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/0 WILLIAM H BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085528
ReturnHeader/Filer/InCareOfNm0% HOLTHOUSE CARLIN & VAN TRIGT
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ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03105661900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY L KLEINEAHLBRANDT
ReturnHeader/ReturnTs02023-08-11T17:18:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORTHWICK
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,057
Liabilities
$0
Net assets
$111,057
Revenue
$22,206
Expenses
$28,350
Net income
-$6,144
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. 2023 filings • <$500k nonprofits