Civic Intelligence

Munger Charitable Trust Number Eight C/O William Borthwick

990PF • Fiscal year 2020 • EIN 27-6085580

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

-41%

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

-4.8%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$128,685

Down $6,478 (-4.8%) from 2019

Net Assets

Down

$128,685

Down $6,478 (-4.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin17th percentile

Revenue

Up

$15,903

Up $3,849 (+32%) from 2019

Expenses

Up

$22,381

Up $2,771 (+14%) from 2019

Net Income

Up

-$6,478

Up $1,078 (+14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$150M$100M$50M$0Assets 2014: $174,742Liabilities 2014: $0Net Assets 2014: $174,7422014Assets 2015: $167,340Liabilities 2015: $0Net Assets 2015: $167,3402015Assets 2016: $155,163Liabilities 2016: $0Net Assets 2016: $155,1632016Assets 2017: $145,970Liabilities 2017: $0Net Assets 2017: $145,9702017Assets 2018: $142,719Liabilities 2018: $0Net Assets 2018: $142,7192018Assets 2019: $135,163Liabilities 2019: $0Net Assets 2019: $135,1632019Assets 2020: $128,685Liabilities 2020: $0Net Assets 2020: $128,6852020Assets 2021: $122,655Liabilities 2021: $0Net Assets 2021: $122,6552021Assets 2022: $116,309Liabilities 2022: $0Net Assets 2022: $116,3092022Assets 2023: $110,167Liabilities 2023: $0Net Assets 2023: $110,1672023Assets 2024: $108,899Liabilities 2024: $0Net Assets 2024: $108,8992024Assets 2025: $145,504,999Liabilities 2025: $0Net Assets 2025: $145,504,9992025

Highlighted filing

2020

Assets$128,685
Liabilities$0
Net Assets$128,685
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$150M$100M$50M$0-$50MRevenue 2014: $10,997Expenses 2014: $13,010Net Income 2014: -$2,0132014Revenue 2015: $17,191Expenses 2015: $16,635Net Income 2015: $5562015Revenue 2016: $9,383Expenses 2016: $21,560Net Income 2016: -$12,1772016Revenue 2017: $11,867Expenses 2017: $21,060Net Income 2017: -$9,1932017Revenue 2018: $9,835Expenses 2018: $13,086Net Income 2018: -$3,2512018Revenue 2019: $12,054Expenses 2019: $19,610Net Income 2019: -$7,5562019Revenue 2020: $15,903Expenses 2020: $22,381Net Income 2020: -$6,4782020Revenue 2021: $15,180Expenses 2021: $21,210Net Income 2021: -$6,0302021Revenue 2022: $16,960Expenses 2022: $23,306Net Income 2022: -$6,3462022Revenue 2023: $22,208Expenses 2023: $28,350Net Income 2023: -$6,1422023Revenue 2024: $25,160Expenses 2024: $26,428Net Income 2024: -$1,2682024Revenue 2025: $128,699,032Expenses 2025: $11,583,958Net Income 2025: $117,115,0742025

Highlighted filing

2020

Revenue$15,903
Expenses$22,381
Net Income-$6,478
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 Eight
EIN
27-6085580
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 Appendix264 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
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0405337
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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017244
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017306
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EMA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01125
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt11096
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1IRS PAYMENT
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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 EIGHT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085580
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/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/ReturnTs02020-07-23T17:52:17-05:00
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
$128,685
Liabilities
$0
Net assets
$128,685
Revenue
$15,903
Expenses
$22,381
Net income
-$6,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$146$0.00$146$129$11.6$117
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