Civic Intelligence

The Fieldstead Charitable Trust

990PF • Fiscal year 2023 • EIN 33-0127363

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 09, 2024

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

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

73rd percentile

19%

Higher net margin than 73% 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

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

72nd percentile

29%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$20,348

Up $2,406 (+13%) from 2022

Net Assets

Up

$20,348

Up $2,406 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin73rd percentile

Revenue

Up

$12,359

Up $2,801 (+29%) from 2022

Expenses

Up

$9,953

Up $1,423 (+17%) from 2022

Net Income

Up

$2,406

Up $1,378 (+134%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2023

Assets$20,348
Liabilities$0
Net Assets$20,348
Open 2023 Filing

Operations Trend

Revenue Growth72nd 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

2023

Revenue$12,359
Expenses$9,953
Net Income$2,406
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 9, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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
2024-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Douglas Beaver
Phone
9498529433
Raw XML Appendix266 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE ORGANIZATION SPONSORED THE AUTHORSHIP OF A NUMBER OF EDUCATIONAL BOOKS ON A CHRISTIAN'S WORLD VIEW OF A VARIETY OF SUBJECTS, INCLUDING, BUT NOT LIMITED TO, SCIENCE, JUSTICE AND ECONOMICS. THIS INCOME REPRESENTS ROYALTIES EARNED FROM THE SALE OF THESE BOOKS TO THE GENERAL PUBLIC. THE ORGANIZATION'S EXEMPT PURPOSE IS CHRISTIAN EDUCATION AND THE SPONSORSHIP OF BOOKS ON THE SUBJECTS DESCRIBED ABOVE CLEARLY RELATE TO THE ORGANIZATION'S EXEMPT PURPOSE.
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD F AHMANSON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-09
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02050 MAIN ST STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09498529433
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS BEAVER
ReturnHeader/ReturnTs02024-08-02T12:38:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$20,348
Liabilities
$0
Net assets
$20,348
Revenue
$12,359
Expenses
$9,953
Net income
$2,406
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