Civic Intelligence

Bill and Trudy Rutledge Foundation

990PF • Fiscal year 2021 • EIN 33-0780489

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 01, 2022

Organization Profile
237 Toyopa DrivePacific Palisades, CA 90272

(805) 886-2669

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-244%

Higher net margin than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-22%

Faster asset growth than 16% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-65%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$41,719

Down $11,535 (-22%) from 2020

Net Assets

Down

$41,719

Down $11,535 (-22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Down

$4,720

Down $8,923 (-65%) from 2020

Expenses

Up

$16,255

Up $7,606 (+88%) from 2020

Net Income

Down

-$11,535

Down $16,529 (-331%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$80K$60K$40K$20K$0Assets 2016: $65,452Liabilities 2016: $0Net Assets 2016: $65,4522016Assets 2017: $60,956Liabilities 2017: $0Net Assets 2017: $60,9562017Assets 2018: $54,505Liabilities 2018: $0Net Assets 2018: $54,5052018Assets 2019: $48,260Liabilities 2019: $0Net Assets 2019: $48,2602019Assets 2020: $53,254Liabilities 2020: $0Net Assets 2020: $53,2542020Assets 2021: $41,719Liabilities 2021: $0Net Assets 2021: $41,7192021Assets 2022: $38,715Liabilities 2022: $0Net Assets 2022: $38,7152022Assets 2023: $30,692Liabilities 2023: $0Net Assets 2023: $30,6922023Assets 2024: $26,496Liabilities 2024: $0Net Assets 2024: $26,4962024Assets 2025: $25,676Liabilities 2025: $0Net Assets 2025: $25,6762025

Highlighted filing

2021

Assets$41,719
Liabilities$0
Net Assets$41,719
Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2016: $3,594Expenses 2016: $4,968Net Income 2016: -$1,3742016Revenue 2017: $24,523Expenses 2017: $22,914Net Income 2017: $1,6092017Revenue 2018: $13,510Expenses 2018: $19,961Net Income 2018: -$6,4512018Revenue 2019: $3,764Expenses 2019: $10,009Net Income 2019: -$6,2452019Revenue 2020: $13,643Expenses 2020: $8,649Net Income 2020: $4,9942020Revenue 2021: $4,720Expenses 2021: $16,255Net Income 2021: -$11,5352021Revenue 2022: $17,494Expenses 2022: $20,498Net Income 2022: -$3,0042022Revenue 2023: $12,855Expenses 2023: $20,878Net Income 2023: -$8,0232023Revenue 2024: $1,013Expenses 2024: $5,209Net Income 2024: -$4,1962024Revenue 2025: $7,480Expenses 2025: $8,300Net Income 2025: -$8202025

Highlighted filing

2021

Revenue$4,720
Expenses$16,255
Net Income-$11,535
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 1, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM P RUTLEDGEPresident-$0--
SARAH RUTLEDGE CRUMPSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Bill and Trudy Rutledge Foundation
EIN
33-0780489
In Care Of
% BILL RUTLEDGE
Phone
8058862669
Address
237 TOYOPA DRIVE, PACIFIC PALISADES, CA 90272

Signing Officer

Name
Bill Rutledge
Title
President
Phone
8058862669
Signed
2022-01-01
Discuss with paid preparer
Yes

Preparer

Firm
Edmonds & Edmonds Llp
Address
519 30th St, NEWPORT BEACH, CA 92663
Preparer
Mark S Sbicca
Phone
9492209404
Raw XML Appendix309 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0200365104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2931082037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3804883037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490272
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013515
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05369
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05369
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014782
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037914
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08146
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014782
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013515
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08146
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037914
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029768
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1220
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1220
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1INTERNAL REVENUE SERVICE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1220
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL RUTLEDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08058862669
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILL AND TRUDY RUTLEDGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RUTL
ReturnHeader/Filer/EIN0330780489
ReturnHeader/Filer/InCareOfNm0% BILL RUTLEDGE
ReturnHeader/Filer/PhoneNum08058862669
ReturnHeader/Filer/USAddress/AddressLine1Txt0237 TOYOPA DRIVE
ReturnHeader/Filer/USAddress/CityNm0PACIFIC PALISADES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDMONDS & EDMONDS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0519 30th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092663
ReturnHeader/PreparerPersonGrp/PhoneNum09492209404
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S SBICCA
ReturnHeader/ReturnTs02022-01-19T16:06:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUTLEDGE
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,719
Liabilities
$0
Net assets
$41,719
Revenue
$4,720
Expenses
$16,255
Net income
-$11,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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