Civic Intelligence

Marietta Elliot Davis Trust 20-293

990PF • Fiscal year 2015 • EIN 33-6030606

Nov 01, 2014 to Oct 31, 2015 • Filed on Feb 15, 2016

Organization Profile
P O Box 891Long Beach, CA 90801

(562) 437-0011

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-220%

Higher net margin than 4% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$4,954

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 47.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

33rd percentile

-5.6%

Faster asset growth than 33% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$390,415

Down $23,204 (-5.6%) from 2014

Net Assets

Down

$390,415

Down $23,204 (-5.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Up

$10,532

Up $2,395 (+29%) from 2014

Expenses

Up

$33,736

Up $3,624 (+12%) from 2014

Net Income

Down

-$23,204

Down $1,229 (-5.6%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2014: $413,619Liabilities 2014: $0Net Assets 2014: $413,6192014Assets 2015: $390,415Liabilities 2015: $0Net Assets 2015: $390,4152015Assets 2019: $307,685Liabilities 2019: $0Net Assets 2019: $307,6852019Assets 2020: $302,967Liabilities 2020: $0Net Assets 2020: $302,9672020Assets 2021: $296,007Liabilities 2021: $0Net Assets 2021: $296,0072021Assets 2022: $283,498Liabilities 2022: $0Net Assets 2022: $283,4982022Assets 2023: $270,214Liabilities 2023: $0Net Assets 2023: $270,2142023Assets 2024: $255,175Liabilities 2024: $0Net Assets 2024: $255,1752024

Highlighted filing

2015

Assets$390,415
Liabilities$0
Net Assets$390,415
Open 2015 Filing

Operations Trend

Revenue Growth80th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2014: $8,137Expenses 2014: $30,112Net Income 2014: -$21,9752014Revenue 2015: $10,532Expenses 2015: $33,736Net Income 2015: -$23,2042015Revenue 2019: $11,639Expenses 2019: $40,568Net Income 2019: -$28,9292019Revenue 2020: $18,213Expenses 2020: $23,096Net Income 2020: -$4,8832020Revenue 2021: $21,792Expenses 2021: $29,850Net Income 2021: -$8,0582021Revenue 2022: $18,323Expenses 2022: $31,093Net Income 2022: -$12,7702022Revenue 2023: $15,385Expenses 2023: $28,708Net Income 2023: -$13,3232023Revenue 2024: $10,594Expenses 2024: $25,623Net Income 2024: -$15,0292024

Highlighted filing

2015

Revenue$10,532
Expenses$33,736
Net Income-$23,204
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANTS TRUST COTrustee-$4,954-$4,954
Filing and Contact Details

Filer

Filer Name
Marietta Elliot Davis Trust 20-293
EIN
33-6030606
Phone
5624370011
Address
P O BOX 891, LONG BEACH, CA 90801

Signing Officer

Name
Farmers Merchants Trust Co
Title
Farmers & Merchants Trust Co
Phone
5624370011
Signed
2016-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Raw XML Appendix313 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09482
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018679
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028161
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014810
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018679
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UNITED STATES TREASURY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0354
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0354
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0988
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0988
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0988
TaxesSchedule/TaxesDetail/Amt0188
TaxesSchedule/TaxesDetail/Amt154
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0188
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt154
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FARMERS MERCHANTS TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FARMERS & MERCHANTS TRUST CO
ReturnHeader/BusinessOfficerGrp/PhoneNum05624370011
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIETTA ELLIOT DAVIS TRUST 20-293
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FARMERS & MERCHANTS TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0336030606
ReturnHeader/Filer/PhoneNum05624370011
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 891
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 87
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0908010087
ReturnHeader/PreparerPersonGrp/PhoneNum05624351191
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONITA M JOSEPH
ReturnHeader/ReturnTs02016-02-24T17:29:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,415
Liabilities
$0
Net assets
$390,415
Revenue
$10,532
Expenses
$33,736
Net income
-$23,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.11$0.26$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.15$0.29$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.18$0.31$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.22$0.30$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.18$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.12$0.41$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.11$0.34$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.08$0.30$0.22