Civic Intelligence

Wilbur C Grosse Trust

990 • Fiscal year 2019 • EIN 33-6095825

Jan 01, 2019 to Dec 31, 2019 • Filed on May 19, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$50,400

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 35.9% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,665,880

Up $903,591 (+19%) from 2018

Net Assets

Up

$5,665,880

Up $903,591 (+19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin22nd percentile

Revenue

Up

$140,407

Up $17,257 (+14%) from 2018

Expenses

Up

$156,846

Up $3,139 (+2.0%) from 2018

Net Income

Up

-$16,439

Up $14,118 (+46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2019

Assets$5,665,880
Liabilities$0
Net Assets$5,665,880
Open 2019 Filing

Operations Trend

Revenue Growth71st 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

2019

Revenue$140,407
Expenses$156,846
Net Income-$16,439
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 19, 2020
Return Version
2019v5.0
Gross Receipts
$209,492
Mission and Program Overview

Mission

CHARITABLE SUPPORT

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,762,289$5,665,880▲ $903,591
Investments in Publicly Traded Securities$4,519,647$5,552,441▲ $1,032,794
Savings and Temporary Cash Investments$204,890$77,087▼ $127,803
Cash and Non-Interest-Bearing Accounts$37,752$36,352▼ $1,400
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$4,762,289$5,665,880▲ $903,591
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,762,289$5,665,880▲ $903,591
Total Liabilities and Net Assets / Fund Balance$4,762,289$5,665,880▲ $903,591
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$144,140
Investment Income
$-3,733
Other Revenue
$0
Change in Net Assets
$-16,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$102,000
Salaries, Compensation, and Employee Benefits$50,400
Other Expenses$4,446
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$102,000--$102,000
Current Officers, Directors, Trustees, and Key Employees-$50,400-$50,400
Fees for Services Accounting-$4,050-$4,050
Other Expenses$336$60-$60
Total Functional Expenses$102,336$54,510$0$156,846
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
Backup withholding compliance
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, 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
2020-05-19
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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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/PreparerPersonGrp/PhoneNum07145251123
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Goodfriend CPA
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ReturnHeader/ReturnTs02020-05-19T16:09:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,665,880
Liabilities
$0
Net assets
$5,665,880
Revenue
$140,407
Expenses
$156,846
Net income
-$16,439
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