Civic Intelligence

Wilbur C Grosse Trust

EIN 33-6095825 • 4947(a)1 • Montara, CA

Profile

CHARITABLE SUPPORT

PO Box 370356Montara, CA 94037

n/A

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$50,400

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 39.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,182,073

Up $678,515 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,182,073

Up $678,515 (+10%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin11th percentile

Revenue

Down

$127,901

Down $24,962 (-16%) from 2023

Expenses

Down

$169,412

Down $4,485 (-2.6%) from 2023

Net Income

Down

-$41,511

Down $20,477 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $4,075,876Liabilities 2013: $0Net Assets 2013: $4,075,8762013Assets 2015: $4,217,923Liabilities 2015: $0Net Assets 2015: $4,217,9232015Assets 2016: $4,493,707Liabilities 2016: $0Net Assets 2016: $4,493,7072016Assets 2017: $5,042,110Liabilities 2017: $0Net Assets 2017: $5,042,1102017Assets 2018: $4,762,289Liabilities 2018: $0Net Assets 2018: $4,762,2892018Assets 2019: $5,665,880Liabilities 2019: $0Net Assets 2019: $5,665,8802019Assets 2020: $6,070,577Liabilities 2020: $0Net Assets 2020: $6,070,5772020Assets 2021: $6,921,721Liabilities 2021: $0Net Assets 2021: $6,921,7212021Assets 2022: $6,046,310Liabilities 2022: $0Net Assets 2022: $6,046,3102022Assets 2023: $6,503,558Liabilities 2023: $0Net Assets 2023: $6,503,5582023Assets 2024: $7,182,073Liabilities 2024: $0Net Assets 2024: $7,182,0732024

Highlighted filing

2024

Assets$7,182,073
Liabilities$0
Net Assets$7,182,073
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$400K$200K$0-$200KRevenue 2013: $93,670Expenses 2013: $271,523Net Income 2013: -$177,8532013Revenue 2015: $100,797Expenses 2015: $130,513Net Income 2015: -$29,7162015Revenue 2016: $116,680Expenses 2016: $130,345Net Income 2016: -$13,6652016Revenue 2017: $152,162Expenses 2017: $142,869Net Income 2017: $9,2932017Revenue 2018: $123,150Expenses 2018: $153,707Net Income 2018: -$30,5572018Revenue 2019: $140,407Expenses 2019: $156,846Net Income 2019: -$16,4392019Revenue 2020: $167,786Expenses 2020: $158,209Net Income 2020: $9,5772020Revenue 2021: $144,983Expenses 2021: $169,965Net Income 2021: -$24,9822021Revenue 2022: $91,527Expenses 2022: $170,213Net Income 2022: -$78,6862022Revenue 2023: $152,863Expenses 2023: $173,897Net Income 2023: -$21,0342023Revenue 2024: $127,901Expenses 2024: $169,412Net Income 2024: -$41,5112024

Highlighted filing

2024

Revenue$127,901
Expenses$169,412
Net Income-$41,511
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,182,073
Liabilities
$0
Net assets
$7,182,073
Revenue
$127,901
Expenses
$169,412
Net income
-$41,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.13$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.15$0.17$0.02
2022Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.09$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.14$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.17$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.14$0.16$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.12$0.15$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.15$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.12$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.10$0.13$0.03
2013Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.09$0.27$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 27, 2025
Return Version
2024v5.2
Gross Receipts
$514,902
Mission and Program Overview

Mission

CHARITABLE SUPPORT

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,503,558$7,182,073▲ $678,515
Investments in Publicly Traded Securities$6,323,713$6,996,309▲ $672,596
Savings and Temporary Cash Investments$125,491$125,531▲ $40
Cash and Non-Interest-Bearing Accounts$54,354$60,233▲ $5,879
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$6,503,558$7,182,073▲ $678,515
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,503,558$7,182,073▲ $678,515
Total Liabilities and Net Assets / Fund Balance$6,503,558$7,182,073▲ $678,515
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maria Elena MuozTrusteePT$50,400$50,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$174,586
Investment Income
$-46,685
Other Revenue
$0
Change in Net Assets
$-41,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$114,500
Salaries, Compensation, and Employee Benefits$50,400
Other Expenses$4,512
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$114,500--$114,500
Current Officers, Directors, Trustees, and Key Employees-$50,400-$50,400
Fees for Services Accounting-$4,000-$4,000
Fees for Services Other$437$75-$512
Total Functional Expenses$114,937$54,475$0$169,412
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public”

Filing and Contact Details

Filer

Filer Name
Wilbur C Grosse Trust
EIN
33-6095825
Phone
6269934550
Address
PO BOX 370356, MONTARA, CA 94037

Signing Officer

Name
Maria Elena Muoz
Title
Trustee
Phone
6269934550
Signed
2025-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
1991
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Goodfriend & Talbott Accountancy Corp
Address
216 E COMMONWEALTH AVE, FULLERTON, CA 92832-1911
Preparer
Christian Talbott CPA
Phone
7145251123
Supplemental Narrative

Additional Explanations

Section B

“Amended return statement: the taxpayer is amending their 2024 tax return in order to report a 1099 from merrill lynch #223-25538 that was received after the return was filed”

Raw XML Appendix342 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
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt06323713
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMENDED RETURN STATEMENT: THE TAXPAYER IS AMENDING THEIR 2024 TAX RETURN IN ORDER TO REPORT A 1099 FROM MERRILL LYNCH #223-25538 THAT WAS RECEIVED AFTER THE RETURN WAS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SECTION B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt07182073
IRS990/TotalAssetsGrp/BOYAmt06503558
IRS990/TotalAssetsGrp/EOYAmt07182073
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054475
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0114937
IRS990/TotalFunctionalExpensesGrp/TotalAmt0169412
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06503558
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07182073
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt06
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt06
IRS990/TotalProgramServiceExpensesAmt0114937
IRS990/TotalProgramServiceRevenueAmt0174586
IRS990/TotalReportableCompFromOrgAmt050400
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0127901
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0127901
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06503558
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA ELENA MUOZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06269934550
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILBUR C GROSSE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILB
ReturnHeader/Filer/EIN0336095825
ReturnHeader/Filer/PhoneNum06269934550
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 370356
ReturnHeader/Filer/USAddress/CityNm0MONTARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934100441
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOODFRIEND & TALBOTT ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 E COMMONWEALTH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FULLERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928321911
ReturnHeader/PreparerPersonGrp/PhoneNum07145251123
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIAN TALBOTT CPA
ReturnHeader/ReturnTs02025-07-08T16:02:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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