Civic Intelligence

Marcia R Boehm Charitable Trust

990PF • Fiscal year 2019 • EIN 33-6235473

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

Organization Profile
5 South LA SendaLaguna Beach, CA 92651

(949) 499-1544

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-1137%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.3%

Faster asset growth than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

4414%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$339,475

Down $18,980 (-5.3%) from 2018

Net Assets

Down

$339,475

Down $18,980 (-5.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Up

$1,670

Up $1,633 (+4414%) from 2018

Expenses

Down

$20,650

Down $377 (-1.8%) from 2018

Net Income

Up

-$18,980

Up $2,010 (+9.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$600K$400K$200K$0Assets 2012: $368,306Liabilities 2012: $0Net Assets 2012: $368,3062012Assets 2013: $466,250Liabilities 2013: $0Net Assets 2013: $466,2502013Assets 2015: $425,285Liabilities 2015: $0Net Assets 2015: $425,2852015Assets 2016: $403,232Liabilities 2016: $0Net Assets 2016: $403,2322016Assets 2017: $379,445Liabilities 2017: $0Net Assets 2017: $379,4452017Assets 2018: $358,455Liabilities 2018: $0Net Assets 2018: $358,4552018Assets 2019: $339,475Liabilities 2019: $0Net Assets 2019: $339,4752019Assets 2020: $330,487Liabilities 2020: $0Net Assets 2020: $330,4872020Assets 2021: $319,226Liabilities 2021: $0Net Assets 2021: $319,2262021

Highlighted filing

2019

Assets$339,475
Liabilities$0
Net Assets$339,475
Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

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

$50K$0-$50K-$100K-$150KExpenses 2012: $24,9072012Revenue 2013: -$86,606Expenses 2013: $21,451Net Income 2013: -$108,0572013Revenue 2015: $76Expenses 2015: $20,575Net Income 2015: -$20,4992015Revenue 2016: $42Expenses 2016: $22,095Net Income 2016: -$22,0532016Revenue 2017: $40Expenses 2017: $23,827Net Income 2017: -$23,7872017Revenue 2018: $37Expenses 2018: $21,027Net Income 2018: -$20,9902018Revenue 2019: $1,670Expenses 2019: $20,650Net Income 2019: -$18,9802019Revenue 2020: $11,709Expenses 2020: $20,697Net Income 2020: -$8,9882020Revenue 2021: $9,597Expenses 2021: $20,858Net Income 2021: -$11,2612021

Highlighted filing

2019

Revenue$1,670
Expenses$20,650
Net Income-$18,980
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH YORKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marcia R Boehm Charitable Trust
EIN
33-6235473
Phone
9494991544
Address
5 SOUTH LA SENDA, LAGUNA BEACH, CA 92651

Signing Officer

Name
Judith Yorke
Title
Trustee
Phone
9494991544
Signed
2020-07-09

Preparer

Firm
A Plus Bookkeeping Accounting and Tax
Address
2991 GRACE LN STE 1F, COSTA MESA, CA 92626-4110
Preparer
Romina Lander CPA
Phone
7145451462
Raw XML Appendix206 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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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt017
IRS990PF/FMVAssetsEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0339475
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0349108
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0349108
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05237
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017194
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0343871
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0349108
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05 SOUTH LA SENDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAGUNA BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092651
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt018802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt018819
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0343871
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0394529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.109354
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019983
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt017
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JUDITH YORKE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05 SOUTH LA SENDA
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092561
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09494991544
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ABUSED WOMEN AND CHILDRES PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HUMAN OPTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092618
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02622
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017378
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017177
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014555
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017378
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH YORKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09494991544
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARCIA R BOEHM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARC
ReturnHeader/Filer/EIN0336235473
ReturnHeader/Filer/PhoneNum09494991544
ReturnHeader/Filer/USAddress/AddressLine1Txt05 SOUTH LA SENDA
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AC4CA355D33C74B99C7C1770D6394FCC7E4FC53A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D1D753CC8AB295B8629EC422EB0C595F24FDED5C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:35:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050626221
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A PLUS BOOKKEEPING ACCOUNTING AND TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02991 GRACE LN STE 1F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926264110
ReturnHeader/PreparerPersonGrp/PhoneNum07145451462
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROMINA LANDER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-15T19:35:50-05:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,475
Liabilities
$0
Net assets
$339,475
Revenue
$1,670
Expenses
$20,650
Net income
-$18,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.19$0.10$0.21$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.12$0.21$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.02$0.21$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$0.00$0.21$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.00$0.24$0.24
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.00$0.22$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.00$0.21$0.20
2013Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.87$0.21$1.08
2012Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.25