Civic Intelligence

Wilbur C Grosse Trust

990 • Fiscal year 2018 • EIN 33-6095825

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 05, 2019

Organization ProfileN/A
PO Box 370356Montara, CA 94037

(626) 993-4550

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

57th percentile

$50,400

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 40.9% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

21st percentile

-5.5%

Faster asset growth than 21% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,762,289

Down $279,821 (-5.5%) from 2017

Net Assets

Down

$4,762,289

Down $279,821 (-5.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin14th percentile

Revenue

Down

$123,150

Down $29,012 (-19%) from 2017

Expenses

Up

$153,707

Up $10,838 (+7.6%) from 2017

Net Income

Down

-$30,557

Down $39,850 (-429%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2018

Assets$4,762,289
Liabilities$0
Net Assets$4,762,289
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$123,150
Expenses$153,707
Net Income-$30,557
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 5, 2019
Return Version
2018v3.1
Gross Receipts
$243,781
Mission and Program Overview

Mission

CHARITABLE SUPPORT

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,042,110$4,762,289▼ $279,821
Investments in Publicly Traded Securities$4,884,302$4,519,647▼ $364,655
Savings and Temporary Cash Investments$121,021$204,890▲ $83,869
Cash and Non-Interest-Bearing Accounts$36,787$37,752▲ $965
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,042,110$4,762,289▼ $279,821
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,042,110$4,762,289▼ $279,821
Total Liabilities and Net Assets / Fund Balance$5,042,110$4,762,289▼ $279,821
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$129,289
Investment Income
$-6,139
Other Revenue
$0
Change in Net Assets
$-30,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,000
Salaries, Compensation, and Employee Benefits$50,400
Other Expenses$4,307
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,000--$99,000
Current Officers, Directors, Trustees, and Key Employees-$50,400-$50,400
Fees for Services Accounting-$3,950-$3,950
Other Expenses$297$60-$60
Total Functional Expenses$99,297$54,410$0$153,707
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No 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
Signed
2019-04-05
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Fullerton Business Service
Address
216 East Commonwealth, Fullerton, CA 92832
Preparer
Jeffrey Goodfriend CPA
Phone
7145251123
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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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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/CityNm0MONTARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094037
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IRS990/VotingMembersIndependentCnt00
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA ELENA MUOZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILBUR C GROSSE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILB
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ReturnHeader/Filer/PhoneNum06269934550
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 370356
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ReturnHeader/Filer/USAddress/ZIPCd094037
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fullerton Business Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 East Commonwealth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092832
ReturnHeader/PreparerPersonGrp/PhoneNum07145251123
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Goodfriend CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-05T09:19:20-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,762,289
Liabilities
$0
Net assets
$4,762,289
Revenue
$123,150
Expenses
$153,707
Net income
-$30,557
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