Alexandra Charitable Trust

990PF • Fiscal year 2014 • EIN 39-1572878

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile

460 S Spring St Apt 908Los Angeles, CA 90013

(530) 908-4826

Siviq Scores

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

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

-32%

Higher net margin than 13% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

-1.1%

Faster asset growth than 38% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

283%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets37th percentile

Assets

Down

$916,036

Down $10,135 (-1.1%) from 2013

Net Assets

Down

$916,036

Down $10,135 (-1.1%) from 2013

Liabilities

Up $1 from 2013

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin13th percentile

Revenue

$31,701

Up $23,418 (+283%) from 2013

Expenses

$41,824

Up $36,424 (+675%) from 2013

Net Income

Down

-$10,123

Down $13,006 (-451%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

Highlighted filing

2014

Assets$916,036

Liabilities$1

Net Assets$916,036

Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

Highlighted filing

2014

Revenue$31,701

Expenses$41,824

Net Income-$10,123

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: May 11, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay52nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CLAIRE OLDANI	Trustee	PT	$0	-	-
ANN LEYHE PAULEY	Co-Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Alexandra Charitable Trust
EIN: 39-1572878
Phone: 5309084826
Address: 460 S SPRING ST APT 908, LOS ANGELES, CA 90013

Signing Officer

Name: Claire Oldani
Title: Trustee
Phone: 5309084826
Signed: 2015-05-11
Discuss with paid preparer: Yes

Preparer

Firm: Baker Tilly Virchow Krause Llp
Address: 2201 E ENTERPRISE AVE, APPLETON, WI 54912-2459
Preparer: Lawrence C Bittner CPA
Phone: 9207337385

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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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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ANN LEYHE PAULEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	CO-TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	CLAIRE OLDANI
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	APPLICATION SHOULD BE IN WRITING AND ACCOMPANIED BY IRS DETERMINATION LETTER EVIDENCING THE EXEMPT STATUS AND NON-PRIVATE FOUNDATION STATUS OF APPLICANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	CLAIRE OLDANI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5309084826
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	460 S SPRING ST APT 908
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	90013
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NO RESTRICTIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NO DEADLINES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	27388
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO IMPROVE THE QUALITY OF LIFE IN THE OSHKOSH AREA AND SURROUNDING COMMUNTIY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	FURTHER THE DONEES MISSION TO PROVIDE COMPASSIONATE CARE TO THOSE IN NEED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	PROMOTE LITERACY IN THE OSHKOSH COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	TO RELIEVE HUNGER IN THE OSHKOSH COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	PROMOTE CREATING A LOCAL, SUSTAINABLE, OSHKOSH BASED URBAN FARM AND GARDEN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	OSHKOSH AREA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	AMERICAN RED CROSS IN NE WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	OSHKOSH PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	OSHKOSH AREA COMMUNITY PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	GROWING OSHKOSH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	230 OHIO ST STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2600 W WISCONSIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	106 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	2551 JACKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	36 BROAD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	549025894
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	53233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	54901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	54901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	54901
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	41388
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	41563
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	47004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	5441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	63277
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	5441
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	57836
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	57836
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	41563
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	57836
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	63277
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	94
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	FEDERAL TAX PAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	91
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	91
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	12
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PRIOR YEAR ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	86
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CLAIRE OLDANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5309084826
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ALEXANDRA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	ALEX
ReturnHeader/Filer/EIN	0	391572878
ReturnHeader/Filer/PhoneNum	0	5309084826
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	460 S SPRING ST APT 908
ReturnHeader/Filer/USAddress/CityNm	0	LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90013
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BAKER TILLY VIRCHOW KRAUSE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2201 E ENTERPRISE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	549122459
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9207337385
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LAWRENCE C BITTNER CPA
ReturnHeader/ReturnTs	0	2015-05-11T11:44:04-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $916,036
Liabilities: $1
Net assets: $916,036
Revenue: $31,701
Expenses: $41,824
Net income: -$10,123

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.00	$0.00	$0.06	$3.96	$4.02
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$3.60	$0.02	$3.58	$0.17	$2.85	$2.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.28	$0.02	$6.26	$0.20	$3.03	$2.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.11	$0.02	$9.09	$0.28	$0.44	$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.20	$0.02	$9.18	$0.26	$0.21	$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.14	$0.00	$9.14	$0.26	$0.22	$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.09	$0.00	$9.09	$0.28	$0.38	$0.10
2014Detailed filing. Detailed filing data is available for this year.	$9.16	$0.00	$9.16	$0.32	$0.42	$0.10
2013Detailed filing. Detailed filing data is available for this year.	$9.26	$0.00	$9.26	$0.08	$0.05	$0.03
2012Detailed filing. Detailed filing data is available for this year.	$9.23	$0.00	$9.23		$0.13
2011Detailed filing. Detailed filing data is available for this year.	$9.37	$0.00	$9.37		$0.43
2010Detailed filing. Detailed filing data is available for this year.	$9.79	$0.00	$9.79		$0.40