Civic Intelligence

Fred R Meyer Charitable Trust

990PF • Fiscal year 2021 • EIN 27-7055532

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
5821 Recife WaySan Jose, CA 95120

(408) 489-6386

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

79th percentile

40%

Higher net margin than 79% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

48th percentile

5.6%

Faster asset growth than 48% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$749,063

Up $39,527 (+5.6%) from 2020

Net Assets

Up

$749,063

Up $39,527 (+5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin79th percentile

Revenue

Down

$33,832

Down $110,134 (-77%) from 2020

Expenses

Up

$20,300

Up $20,119 (+11115%) from 2020

Net Income

Down

$13,532

Down $130,253 (-91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$800K$600K$400K$200K$0Assets 2020: $709,536Liabilities 2020: $0Net Assets 2020: $709,5362020Assets 2021: $749,063Liabilities 2021: $0Net Assets 2021: $749,0632021Assets 2022: $710,371Liabilities 2022: $0Net Assets 2022: $710,3712022Assets 2023: $719,451Liabilities 2023: $0Net Assets 2023: $719,4512023Assets 2024: $722,080Liabilities 2024: $0Net Assets 2024: $722,0802024

Highlighted filing

2021

Assets$749,063
Liabilities$0
Net Assets$749,063
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $143,966Expenses 2020: $181Net Income 2020: $143,7852020Revenue 2021: $33,832Expenses 2021: $20,300Net Income 2021: $13,5322021Revenue 2022: $10,439Expenses 2022: $49,131Net Income 2022: -$38,6922022Revenue 2023: $57,812Expenses 2023: $53,353Net Income 2023: $4,4592023Revenue 2024: $50,408Expenses 2024: $46,781Net Income 2024: $3,6272024

Highlighted filing

2021

Revenue$33,832
Expenses$20,300
Net Income$13,532
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA A ENFANTINOTrustee-$0--
STEPHEN M MEYERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fred R Meyer Charitable Trust
EIN
27-7055532
Phone
4084896386
Address
5821 RECIFE WAY, SAN JOSE, CA 95120

Signing Officer

Name
Lisa a Enfantino
Title
Trustee
Phone
4084896386
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Linney CPA Group Inc
Address
18 EL CAMINO MORAGA, ORINDA, CA 94563
Preparer
Michael Linney
Phone
4083631040
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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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04084896386
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED R MEYER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0277055532
ReturnHeader/Filer/PhoneNum04084896386
ReturnHeader/Filer/USAddress/AddressLine1Txt05821 RECIFE WAY
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095120
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770371516
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINNEY CPA GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 EL CAMINO MORAGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094563
ReturnHeader/PreparerPersonGrp/PhoneNum04083631040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Linney
ReturnHeader/ReturnTs02022-11-15T16:37:10-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ENFANTINO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$749,063
Liabilities
$0
Net assets
$749,063
Revenue
$33,832
Expenses
$20,300
Net income
$13,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.50$0.47$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.58$0.53$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.10$0.49$0.39
2021Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.34$0.20$0.14
2020Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$1.44$0.00$1.44