Bill and Trudy Rutledge Foundation

990PF • Fiscal year 2018 • EIN 33-0780489

Sep 01, 2017 to Aug 31, 2018 • Filed on Dec 31, 2018

Organization Profile

237 Toyopa DrivePacific Palisades, CA 90272

(310) 573-4221

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-48%

Higher net margin than 10% of similar nonprofits.

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

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

-11%

Faster asset growth than 27% of similar nonprofits.

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

-45%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$54,505

Down $6,451 (-11%) from 2017

Net Assets

Down

$54,505

Down $6,451 (-11%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin10th percentile

Revenue

Down

$13,510

Down $11,013 (-45%) from 2017

Expenses

Down

$19,961

Down $2,953 (-13%) from 2017

Net Income

Down

-$6,451

Down $8,060 (-501%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

Highlighted filing

2018

Assets$54,505

Liabilities$0

Net Assets$54,505

Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

Highlighted filing

2018

Revenue$13,510

Expenses$19,961

Net Income-$6,451

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2017 to Aug 31, 2018
Signed: Dec 31, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM P RUTLEDGE	President	-	$0	-	-
GERTRUDE C RUTLEDGE	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Bill and Trudy Rutledge Foundation
EIN: 33-0780489
In Care Of: % BILL RUTLEDGE
Phone: 3105734221
Address: 237 TOYOPA DRIVE, PACIFIC PALISADES, CA 90272

Signing Officer

Name: Bill Rutledge
Title: President
Phone: 9492209404
Signed: 2018-12-31
Discuss with paid preparer: Yes

Preparer

Firm: Edmonds & Edmonds Llp
Address: 519 30th St, NEWPORT BEACH, CA 92663
Preparer: Barbara Edmonds
Phone: 9492209404

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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	WILLIAM AND GERTRUDE RUTLEDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	st monica's parish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	ST JOHN'S HEALTH CARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	NATIONAL WWI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	725 CALIFORNIA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2121 SANTA MONICA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	945 MAGAZINE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	90401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	70130
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	17400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5610
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	5610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	14782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	14938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	19778
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	19778
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	41510
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	11790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	14782
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	14938
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	17400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	11790
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	61288
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	49498
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OVERDRAFT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	66
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/Amt	1	66
TaxesSchedule/TaxesDetail/CategoryTxt	0	FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt	1	INTERNAL REVENUE SERVICE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	66
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BILL RUTLEDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9492209404
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-12-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BILL AND TRUDY RUTLEDGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BILL
ReturnHeader/Filer/EIN	0	330780489
ReturnHeader/Filer/InCareOfNm	0	% BILL RUTLEDGE
ReturnHeader/Filer/PhoneNum	0	3105734221
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	237 TOYOPA DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	PACIFIC PALISADES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90272
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	0507C71F8D1D8731CA5A4D4CFD3A2EA98052F832
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	0527314FACB7296AF5EA959B0837138D66CB8D0D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	33994920191965000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-07-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	76.81.18.198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	EDMONDS & EDMONDS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	519 30th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92663
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9492209404
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BARBARA EDMONDS
ReturnHeader/ReturnTs	0	2019-07-15T11:44:14-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-09-01
ReturnHeader/TaxPeriodEndDt	0	2018-08-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $54,505
Liabilities: $0
Net assets: $54,505
Revenue: $13,510
Expenses: $19,961
Net income: -$6,451

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$25.7	$0.00	$25.7	$7.48	$8.30	$0.82
2024Detailed filing. Detailed filing data is available for this year.	$26.5	$0.00	$26.5	$1.01	$5.21	$4.20
2023Detailed filing. Detailed filing data is available for this year.	$30.7	$0.00	$30.7	$12.9	$20.9	$8.02
2022Detailed filing. Detailed filing data is available for this year.	$38.7	$0.00	$38.7	$17.5	$20.5	$3.00
2021Detailed filing. Detailed filing data is available for this year.	$41.7	$0.00	$41.7	$4.72	$16.3	$11.5
2020Detailed filing. Detailed filing data is available for this year.	$53.3	$0.00	$53.3	$13.6	$8.65	$4.99
2019Detailed filing. Detailed filing data is available for this year.	$48.3	$0.00	$48.3	$3.76	$10.0	$6.25
2018Detailed filing. Detailed filing data is available for this year.	$54.5	$0.00	$54.5	$13.5	$20.0	$6.45
2017Detailed filing. Detailed filing data is available for this year.	$61.0	$0.00	$61.0	$24.5	$22.9	$1.61
2016Detailed filing. Detailed filing data is available for this year.	$65.5	$0.00	$65.5	$3.59	$4.97	$1.37