Civic Intelligence

Jeannette C Mcintyre and Fredrick Lash Mcintyre Charitable Foundatio

990PF • Fiscal year 2017 • EIN 33-0588539

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 23, 2017

Organization Profile
74-000 Country Club DrPalm Desert, CA 92260

(248) 349-3980

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

2nd percentile

-397%

Higher net margin than 2% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$17,500

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 160.6% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

22nd percentile

-4.7%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$869,631

Down $43,280 (-4.7%) from 2016

Net Assets

Down

$869,631

Down $43,280 (-4.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Down

$10,894

Down $9,225 (-46%) from 2016

Expenses

Up

$54,174

Up $2,446 (+4.7%) from 2016

Net Income

Down

-$43,280

Down $11,671 (-37%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.0M$500K$0Assets 2015: $944,520Liabilities 2015: $0Net Assets 2015: $944,5202015Assets 2016: $912,911Liabilities 2016: $0Net Assets 2016: $912,9112016Assets 2017: $869,631Liabilities 2017: $0Net Assets 2017: $869,6312017Assets 2018: $832,044Liabilities 2018: $0Net Assets 2018: $832,0442018Assets 2019: $797,056Liabilities 2019: $0Net Assets 2019: $797,0562019Assets 2020: $798,817Liabilities 2020: $1Net Assets 2020: $798,8162020Assets 2021: $704,181Liabilities 2021: $2Net Assets 2021: $704,1792021Assets 2022: $633,554Liabilities 2022: $1Net Assets 2022: $633,5532022Assets 2023: $592,284Liabilities 2023: $0Net Assets 2023: $592,2842023Assets 2024: $411,555Liabilities 2024: $0Net Assets 2024: $411,5552024Assets 2025: $373,207Liabilities 2025: $0Net Assets 2025: $373,2072025

Highlighted filing

2017

Assets$869,631
Liabilities$0
Net Assets$869,631
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100K-$200KRevenue 2015: $20,260Expenses 2015: $102,759Net Income 2015: -$82,4992015Revenue 2016: $20,119Expenses 2016: $51,728Net Income 2016: -$31,6092016Revenue 2017: $10,894Expenses 2017: $54,174Net Income 2017: -$43,2802017Revenue 2018: $9,818Expenses 2018: $47,405Net Income 2018: -$37,5872018Revenue 2019: $12,090Expenses 2019: $47,078Net Income 2019: -$34,9882019Revenue 2020: $13,282Expenses 2020: $11,522Net Income 2020: $1,7602020Revenue 2021: $11,449Expenses 2021: $106,086Net Income 2021: -$94,6372021Revenue 2022: $4,613Expenses 2022: $75,239Net Income 2022: -$70,6262022Revenue 2023: -$1,025Expenses 2023: $40,244Net Income 2023: -$41,2692023Revenue 2024: -$851Expenses 2024: $179,878Net Income 2024: -$180,7292024Revenue 2025: -$2,377Expenses 2025: $35,971Net Income 2025: -$38,3482025

Highlighted filing

2017

Revenue$10,894
Expenses$54,174
Net Income-$43,280
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM LAVINCo-Trustee-$17,500-$17,500
MARTIN LEAVITTCo-Trustee-$17,500-$17,500
Filing and Contact Details

Filer

Filer Name
McINTYRE CHARITABLE FOUNDATION TRUST
EIN
33-0588539
Phone
2483493980
Address
74-000 COUNTRY CLUB DR, PALM DESERT, CA 92260

Signing Officer

Name
Martin Leavitt
Title
Co-trustee
Signed
2017-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Eric W Martin CPA
Address
74-000 Country Club Dr Ste H-2, Palm Desert, CA 92260
Preparer
Eric W Martin
Phone
7607764321
Raw XML AppendixShowing 400 of 495 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2TIME WARNER INC. 4.75% 03/29/2021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3WELLS FARGO & CO. 3.50% 03/08/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4HSBC HOLDINGS PLC 4.00% 03/30/2022
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6FHLMC 3.75% 03/27/2019
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7CITIGROUP INC. 3.875% 10/25/2023
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt156106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt179159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt182076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt199341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0$12,000 FHLMC 1.25% 05/12/2017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1$3,000 U.S. TREASURY NOTES 4.875% 08/15/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2$3,000 U.S. TREASURY NOTES 4.875% 08/15/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3$2,000 U.S. TREASURY NOTES 4.875% 08/15/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4$3,000 U.S. TREASURY NOTES 4.875% 08/15/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5$2,000 U.S. TREASURY NOTES 4.875% 08/15/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6$1,000 U.S. TREASURY NOTES 4.875% 08/15/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7$2,000 BANK OF AMERICA CORP. 6.40% 08/28/2017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8$5,000 BANK OF AMERICA CORP. 6.40% 08/28/2017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9$3,000 BANK OF AMERICA CORP. 6.40% 08/28/2017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10$2,000 BANK OF AMERICA CORP. 6.40% 08/28/2017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11$5,000 FHLMC 1.25% 05/12/2017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12$9,000 FHLMC 1.25% 05/12/2017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13$9,000 U.S. TREASURY NOTES 2.625% 01/31/2018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14$1,000 U.S. TREASURY NOTES 2.625% 01/31/2018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15$6,000 U.S. TREASURY NOTES 2.625% 01/31/2018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16$2,000 U.S. TREASURY NOTES 2.625% 01/31/2018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17$9,000 U.S. TREASURY NOTES 2.625% 01/31/2018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18$2,000 GILEAD SCIENCES INC. 3.70% 04/01/2024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19$9,000 GILEAD SCIENCES INC. 3.70% 04/01/2024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0638
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-98
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-43280
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0869631
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0912911
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0869631
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt043303
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt043303
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt043303
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt043303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0871524
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0912911
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0869631
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02333
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02526
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02526
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0246921
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0241285
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0242835
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0414325
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0414324
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0414322
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt053951
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02568
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02568
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0912911
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0869631
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0871524
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0912911
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0869631
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0912911
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0869631
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0195381
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0208928
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0209273
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0879244
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08935
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0455987
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013189
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0414322
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt043303
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0866055
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0879244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt017500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt117500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM LAVIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN LEAVITT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1957
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 5490
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM DESERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORTHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092261
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148167
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0143643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0143643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt017500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt057000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0799653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0112000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0576030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.165859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.45685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.23650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0866055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0910661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0979938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01750376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01912406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02435653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt017500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.829294
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt017500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt017500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt074000 COUNTRY CLUB DR STE H-2
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM DESERT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092260
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ERIC W MARTIN CPA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$869,631
Liabilities
$0
Net assets
$869,631
Revenue
$10,894
Expenses
$54,174
Net income
-$43,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.02$0.36$0.38
2024Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.01$1.80$1.81
2023Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.01$0.40$0.41
2022Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.05$0.75$0.71
2021Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.11$1.06$0.95
2020Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.13$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.12$0.47$0.35
2018Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.10$0.47$0.38
2017Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.11$0.54$0.43
2016Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.20$0.52$0.32
2015Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$0.20$1.03$0.82