Civic Intelligence

Mandell Weiss Charitable Trust

990PF • Fiscal year 2017 • EIN 33-6145298

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

PO Box 221071San Diego, CA 92192-1071

(858) 454-2933

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

4th percentile

-106%

Higher net margin than 4% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$47,007

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

21st percentile

-2.9%

Faster asset growth than 21% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

6.7%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Down

$8,758,793

Down $264,707 (-2.9%) from 2016

Net Assets

Down

$8,758,793

Down $264,707 (-2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$249,830

Up $15,701 (+6.7%) from 2016

Expenses

Up

$514,537

Up $7,587 (+1.5%) from 2016

Net Income

Up

-$264,707

Up $8,114 (+3.0%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $8,988,038Liabilities 2011: $0Net Assets 2011: $8,988,0382011Assets 2014: $9,553,245Liabilities 2014: $0Net Assets 2014: $9,553,2452014Assets 2015: $9,296,321Liabilities 2015: $0Net Assets 2015: $9,296,3212015Assets 2016: $9,023,500Liabilities 2016: $0Net Assets 2016: $9,023,5002016Assets 2017: $8,758,793Liabilities 2017: $0Net Assets 2017: $8,758,7932017Assets 2018: $9,808,928Liabilities 2018: $0Net Assets 2018: $9,808,9282018Assets 2019: $9,500,796Liabilities 2019: $0Net Assets 2019: $9,500,7962019Assets 2020: $9,666,417Liabilities 2020: $0Net Assets 2020: $9,666,4172020Assets 2021: $9,939,089Liabilities 2021: $0Net Assets 2021: $9,939,0892021Assets 2022: $9,302,133Liabilities 2022: $0Net Assets 2022: $9,302,1332022Assets 2023: $9,091,288Liabilities 2023: $0Net Assets 2023: $9,091,2882023Assets 2024: $9,042,511Liabilities 2024: $0Net Assets 2024: $9,042,5112024

Highlighted filing

2017

Assets$8,758,793
Liabilities$0
Net Assets$8,758,793

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $498,2252011Revenue 2014: $1,159,448Expenses 2014: $536,025Net Income 2014: $623,4232014Revenue 2015: $288,005Expenses 2015: $544,929Net Income 2015: -$256,9242015Revenue 2016: $234,129Expenses 2016: $506,950Net Income 2016: -$272,8212016Revenue 2017: $249,830Expenses 2017: $514,537Net Income 2017: -$264,7072017Revenue 2018: $1,543,229Expenses 2018: $493,094Net Income 2018: $1,050,1352018Revenue 2019: $244,547Expenses 2019: $552,678Net Income 2019: -$308,1312019Revenue 2020: $700,245Expenses 2020: $534,624Net Income 2020: $165,6212020Revenue 2021: $827,717Expenses 2021: $555,045Net Income 2021: $272,6722021Revenue 2022: -$11,437Expenses 2022: $625,519Net Income 2022: -$636,9562022Revenue 2023: $296,484Expenses 2023: $507,329Net Income 2023: -$210,8452023Revenue 2024: $443,148Expenses 2024: $491,925Net Income 2024: -$48,7772024

Highlighted filing

2017

Revenue$249,830
Expenses$514,537
Net Income-$264,707
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH SATZTrusteePT$47,007-$47,007
LINDA SATZTrusteePT$47,007-$47,007
Filing and Contact Details

Filer

Filer Name
Mandell Weiss Charitable Trust
EIN
33-6145298
Phone
8584542933
Address
PO BOX 221071, SAN DIEGO, CA 92192-1071

Signing Officer

Name
Joseph Satz
Title
Trustee
Phone
8584542933
Signed
2018-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay & Brownell Llp
Address
4225 EXECUTIVE SQUARE SUITE 1150, LA JOLLA, CA 92037
Preparer
Mary H Mcgroarty
Phone
8585589200
Raw XML AppendixShowing 400 of 675 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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