Civic Intelligence

Wilbur C Grosse Trust

990 • Fiscal year 2022 • EIN 33-6095825

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 11, 2023

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

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

9th percentile

-86%

Higher net margin than 9% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$50,400

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 55.1% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-37%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,046,310

Down $875,411 (-13%) from 2021

Net Assets

Down

$6,046,310

Down $875,411 (-13%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin9th percentile

Revenue

Down

$91,527

Down $53,456 (-37%) from 2021

Expenses

Up

$170,213

Up $248 (+0.1%) from 2021

Net Income

Down

-$78,686

Down $53,704 (-215%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2022

Assets$6,046,310
Liabilities$0
Net Assets$6,046,310
Open 2022 Filing

Operations Trend

Revenue Growth17th 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

2022

Revenue$91,527
Expenses$170,213
Net Income-$78,686
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 11, 2023
Return Version
2022v5.0
Gross Receipts
$1,235,492
Mission and Program Overview

Mission

CHARITABLE SUPPORT

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,921,721$6,046,310▼ $875,411
Investments in Publicly Traded Securities$6,753,403$5,888,456▼ $864,947
Savings and Temporary Cash Investments$78,922$91,400▲ $12,478
Cash and Non-Interest-Bearing Accounts$89,396$66,454▼ $22,942
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$6,921,721$6,046,310▼ $875,411
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,921,721$6,046,310▼ $875,411
Total Liabilities and Net Assets / Fund Balance$6,921,721$6,046,310▼ $875,411
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
$144,204
Investment Income
$-52,677
Other Revenue
$0
Change in Net Assets
$-78,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$115,000
Salaries, Compensation, and Employee Benefits$50,400
Other Expenses$4,813
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$115,000--$115,000
Current Officers, Directors, Trustees, and Key Employees-$50,400-$50,400
Fees for Services Accounting-$4,350-$4,350
Fees for Services Other$388$75-$463
Total Functional Expenses$115,388$54,825$0$170,213
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
2023-04-11
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
Fullerton Business Service
Address
216 E COMMONWEALTH AVE, FULLERTON, CA 92832-1911
Preparer
Jeffrey Goodfriend
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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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt091527
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt091527
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06046310
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,046,310
Liabilities
$0
Net assets
$6,046,310
Revenue
$91,527
Expenses
$170,213
Net income
-$78,686
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