Civic Intelligence

Munger Charitable Trust Number Seven C/O William Borthwick

990PF • Fiscal year 2020 • EIN 27-6085573

Jun 01, 2019 to May 31, 2020 • Filed on Jul 20, 2020

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

17th percentile

-40%

Higher net margin than 17% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

34th percentile

-4.7%

Faster asset growth than 34% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

52%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$129,234

Down $6,383 (-4.7%) from 2019

Net Assets

Down

$129,234

Down $6,383 (-4.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin17th percentile

Revenue

Up

$15,964

Up $5,432 (+52%) from 2019

Expenses

Up

$22,347

Up $2,737 (+14%) from 2019

Net Income

Up

-$6,383

Up $2,695 (+30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$200M$150M$100M$50M$0Assets 2014: $174,561Liabilities 2014: $0Net Assets 2014: $174,5612014Assets 2015: $167,167Liabilities 2015: $0Net Assets 2015: $167,1672015Assets 2016: $155,144Liabilities 2016: $0Net Assets 2016: $155,1442016Assets 2017: $145,950Liabilities 2017: $0Net Assets 2017: $145,9502017Assets 2018: $144,695Liabilities 2018: $0Net Assets 2018: $144,6952018Assets 2019: $135,617Liabilities 2019: $0Net Assets 2019: $135,6172019Assets 2020: $129,234Liabilities 2020: $0Net Assets 2020: $129,2342020Assets 2021: $123,101Liabilities 2021: $0Net Assets 2021: $123,1012021Assets 2022: $116,546Liabilities 2022: $0Net Assets 2022: $116,5462022Assets 2023: $110,861Liabilities 2023: $0Net Assets 2023: $110,8612023Assets 2024: $109,515Liabilities 2024: $0Net Assets 2024: $109,5152024Assets 2025: $158,547,303Liabilities 2025: $0Net Assets 2025: $158,547,3032025

Highlighted filing

2020

Assets$129,234
Liabilities$0
Net Assets$129,234
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MRevenue 2014: $10,386Expenses 2014: $13,010Net Income 2014: -$2,6242014Revenue 2015: $17,199Expenses 2015: $16,635Net Income 2015: $5642015Revenue 2016: $9,537Expenses 2016: $21,560Net Income 2016: -$12,0232016Revenue 2017: $11,866Expenses 2017: $21,060Net Income 2017: -$9,1942017Revenue 2018: $9,830Expenses 2018: $11,085Net Income 2018: -$1,2552018Revenue 2019: $10,532Expenses 2019: $19,610Net Income 2019: -$9,0782019Revenue 2020: $15,964Expenses 2020: $22,347Net Income 2020: -$6,3832020Revenue 2021: $15,224Expenses 2021: $21,357Net Income 2021: -$6,1332021Revenue 2022: $17,144Expenses 2022: $23,699Net Income 2022: -$6,5552022Revenue 2023: $22,665Expenses 2023: $28,350Net Income 2023: -$5,6852023Revenue 2024: $25,082Expenses 2024: $26,428Net Income 2024: -$1,3462024Revenue 2025: $128,383,034Expenses 2025: $104,265Net Income 2025: $128,278,7692025

Highlighted filing

2020

Revenue$15,964
Expenses$22,347
Net Income-$6,383
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jul 20, 2020
Return Version
2019v5.1
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 Seven
EIN
27-6085573
In Care Of
% HOLTHOUSE CARLIN & VAN TRIGT
Phone
2136838790
Address
300 SOUTH GRAND AVENUE 37TH FLOOR, LOS ANGELES, CA 90071

Signing Officer

Name
William Borthwick
Title
Trustee
Phone
2136838790
Signed
2020-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
355 S GRAND AVE STE 1710, LOS ANGELES, CA 90071
Preparer
Michael S Dreyer
Phone
2136838790
Raw XML Appendix261 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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TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1IRS PAYMENT
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BORTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02136838790
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUNGER CHARITABLE TRUST NUMBER SEVEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085573
ReturnHeader/Filer/InCareOfNm0% HOLTHOUSE CARLIN & VAN TRIGT
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/AtSubmissionCreationDeviceId0F2D6C8B8B4F54A51AFE08D5D03F14E72C809D7B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0596DC0BB793532E20B17DBE54C853DF6553BCDD7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId096719820202055000009
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.232.206.189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 S GRAND AVE STE 1710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090071
ReturnHeader/PreparerPersonGrp/PhoneNum02136838790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S DREYER
ReturnHeader/ReturnTs02020-07-23T17:52:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,234
Liabilities
$0
Net assets
$129,234
Revenue
$15,964
Expenses
$22,347
Net income
-$6,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$159$0.00$159$128$0.10$128
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$0.01
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.$0.14$0.00$0.14$0.01$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.01$0.00
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits