Civic Intelligence

The Fieldstead Charitable Trust

990PF • Fiscal year 2018 • EIN 33-0127363

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization Profile
PO Box 19599Irvine, CA 92623

(949) 474-1195

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

10th percentile

-50%

Higher net margin than 10% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

3.3%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$14,561

Down $4,884 (-25%) from 2017

Net Assets

Down

$14,561

Down $4,884 (-25%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Up

$9,785

Up $317 (+3.3%) from 2017

Expenses

Up

$14,669

Up $2,024 (+16%) from 2017

Net Income

Down

-$4,884

Down $1,707 (-54%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$30K$20K$10K$0Assets 2015: $24,131Liabilities 2015: $0Net Assets 2015: $24,1312015Assets 2016: $22,622Liabilities 2016: $0Net Assets 2016: $22,6222016Assets 2017: $19,445Liabilities 2017: $0Net Assets 2017: $19,4452017Assets 2018: $14,561Liabilities 2018: $0Net Assets 2018: $14,5612018Assets 2019: $15,524Liabilities 2019: $0Net Assets 2019: $15,5242019Assets 2020: $14,813Liabilities 2020: $0Net Assets 2020: $14,8132020Assets 2021: $16,914Liabilities 2021: $0Net Assets 2021: $16,9142021Assets 2022: $17,942Liabilities 2022: $0Net Assets 2022: $17,9422022Assets 2023: $20,348Liabilities 2023: $0Net Assets 2023: $20,3482023Assets 2024: $22,121Liabilities 2024: $0Net Assets 2024: $22,1212024

Highlighted filing

2018

Assets$14,561
Liabilities$0
Net Assets$14,561
Open 2018 Filing

Operations Trend

Revenue Growth55th percentile

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

$20K$10K$0-$10KRevenue 2015: $15,623Expenses 2015: $14,190Net Income 2015: $1,4332015Revenue 2016: $10,064Expenses 2016: $11,573Net Income 2016: -$1,5092016Revenue 2017: $9,468Expenses 2017: $12,645Net Income 2017: -$3,1772017Revenue 2018: $9,785Expenses 2018: $14,669Net Income 2018: -$4,8842018Revenue 2019: $8,642Expenses 2019: $7,679Net Income 2019: $9632019Revenue 2020: $9,955Expenses 2020: $10,666Net Income 2020: -$7112020Revenue 2021: $12,490Expenses 2021: $10,389Net Income 2021: $2,1012021Revenue 2022: $9,558Expenses 2022: $8,530Net Income 2022: $1,0282022Revenue 2023: $12,359Expenses 2023: $9,953Net Income 2023: $2,4062023Revenue 2024: $11,573Expenses 2024: $9,800Net Income 2024: $1,7732024

Highlighted filing

2018

Revenue$9,785
Expenses$14,669
Net Income-$4,884
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD F AHMANSON JRPresident-$0--
ROBERTA G AHMANSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Fieldstead Charitable Trust
EIN
33-0127363
Phone
9494741195
Address
PO BOX 19599, IRVINE, CA 92623

Signing Officer

Name
Howard F Ahmanson
Title
President
Phone
9494741195
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Windes Inc
Address
2603 MAIN STREET SUITE 600, IRVINE, CA 92614
Preparer
Donald L Allen
Phone
9498529433
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HOWARD F AHMANSON JR
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KEN LOW
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 19599
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0IRVINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092623
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09494741195
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATIONAL BOOK SERIES - THE ORGANIZATION SPONSORED THE WRITING OF AN EDUCATIONAL BOOK SERIES COVERING THE WORLDVIEW OF CHRISTIANITY. THE CURRENT YEAR EXPENSE REPRESENTS THE PORTION OF ROYALTIES EARNED ON THE BOOK SALES THAT WERE PAID TO THE AUTHORS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05341
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HOWARD F AHMANSON JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROBERTA G AHMANSON
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2594
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2594
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt09785
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BOOK SERIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt09785
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09785
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt05341
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05341
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AUTHOR ROYALTIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05341
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt114
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1IRS PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD F AHMANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09494741195
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FIELDSTEAD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FIEL
ReturnHeader/Filer/EIN0330127363
ReturnHeader/Filer/PhoneNum09494741195
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 19599
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092623
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05D04C9354A80B93E424F24406112F0168D52D17D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034807A00DB7E8CE0F77EA9408E55F201CB9C4E9C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.215.11.242
ReturnHeader/FilingSecurityInformation/IPDt02019-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:05:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02603 MAIN STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09498529433
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD L ALLEN
ReturnHeader/ReturnTs02019-11-13T18:45:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,561
Liabilities
$0
Net assets
$14,561
Revenue
$9,785
Expenses
$14,669
Net income
-$4,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$11.6$9.80$1.77
2023Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$12.4$9.95$2.41
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$9.56$8.53$1.03
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$12.5$10.4$2.10
2020Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$9.96$10.7$0.71
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$8.64$7.68$0.96
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$9.79$14.7$4.88
2017Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$9.47$12.6$3.18
2016Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$10.1$11.6$1.51
2015Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$15.6$14.2$1.43