Civic Intelligence

Paloma Blanca Charitable Trust

EIN 33-0739760 • 501(c)3 • Lake Forest, CA

Profile

Musical programs at religious & other gatherings

26232 Hillsford PlaceLake Forest, CA 92630

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.95x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

3.91x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets92nd percentile

Assets

$6,629

No earlier filing loaded for comparison.

Liabilities

$6,267

No earlier filing loaded for comparison.

Net Assets

$362

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue98th percentileNet Margin61st percentile

Revenue

$1,601

No earlier filing loaded for comparison.

Expenses

$1,467

No earlier filing loaded for comparison.

Net Income

$134

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0K$6.0K$4.0K$2.0K$0Assets 2020: $6,629Liabilities 2020: $6,267Net Assets 2020: $3622020

Highlighted filing

2020

Assets$6,629
Liabilities$6,267
Net Assets$362
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0K$1.5K$1.0K$500$0Revenue 2020: $1,601Expenses 2020: $1,467Net Income 2020: $1342020

Highlighted filing

2020

Revenue$1,601
Expenses$1,467
Net Income$134
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,629
Liabilities
$6,267
Net assets
$362
Revenue
$1,601
Expenses
$1,467
Net income
$134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$6,629$6,267$362$1,601$1,467$134
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 16, 2021
Return Version
2020v4.0
Gross Receipts
$1,601
Mission and Program Overview

Mission

Musical programs at religious & other gatherings

Program Services

DescriptionGrantsExpenses
musical program at religious gatherings$1,467-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA RUIZTrustee-$0--
JENNIE GREENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Paloma Blanca Charitable Trust
EIN
33-0739760
Phone
9492309102
Address
26232 HILLSFORD PLACE, LAKE FOREST, CA 92630

Signing Officer

Name
Jennie Green
Title
Trustee
Phone
9494128152
Signed
2021-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Hayden Narey & Persich CPAs
Address
2340 S El Camino Real Ste15, San Clemente, CA 92672
Preparer
Jennie C Green
Phone
9494925307
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Pment-paybl-Eqip/Recordings $1467”

Other Assets.1

“EQUIPMENT & RECORDINGS - Beginning $7734 EQUIPMENT & RECORDINGS - Ending $6267”

Total Liabilities.1

“DUE FOR EQUIPMENT - Beginning $7734 DUE FOR EQUIPMENT - Ending $6267”

Raw XML Appendix135 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CYNTHIA RUIZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09492309102
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026232 HILLSFORD PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE FOREST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0228
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0362
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01601
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0134
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07962
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06629
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt01601
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0228
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0362
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0228
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0362
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CYNTHIA RUIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIE GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07734
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06267
IRS990EZ/OtherExpensesTotalAmt01467
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MUSICAL PROGRAMS AT RELIGIOUS & OTHER GATHERINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0musical program at religious gatherings
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01467
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07734
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06267
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01467
IRS990EZ/TotalProgramServiceExpensesAmt01467
IRS990EZ/TotalRevenueAmt01601
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01601
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01601
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01601
IRS990ScheduleA/Total509Grp/TotalAmt01601
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01601
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Pment-paybl-Eqip/Recordings $1467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT & RECORDINGS - Beginning $7734 EQUIPMENT & RECORDINGS - Ending $6267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FOR EQUIPMENT - Beginning $7734 DUE FOR EQUIPMENT - Ending $6267
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIE GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09494128152
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALOMA BLANCA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PALO
ReturnHeader/Filer/EIN0330739760
ReturnHeader/Filer/PhoneNum09492309102
ReturnHeader/Filer/USAddress/AddressLine1Txt026232 HILLSFORD PLACE
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954048100
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hayden Narey & Persich CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02340 S El Camino Real Ste15
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092672
ReturnHeader/PreparerPersonGrp/PhoneNum09494925307
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennie C Green
ReturnHeader/ReturnTs02021-05-17T11:15:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.