Alexandra Charitable Trust

990PF • Fiscal year 2015 • EIN 39-1572878

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization Profile

416 S Spring Street Apt 606Los 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.

2015 filings • $500k-$1M nonprofits • Source year 2015

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

-36%

Higher net margin than 14% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

-0.8%

Faster asset growth than 44% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

-12%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets37th percentile

Assets

Down

$909,057

Down $6,979 (-0.8%) from 2014

Net Assets

Down

$909,057

Down $6,979 (-0.8%) from 2014

Liabilities

Up $1 from 2014

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin14th percentile

Revenue

Down

$27,810

Down $3,891 (-12%) from 2014

Expenses

Down

$37,866

Down $3,958 (-9.5%) from 2014

Net Income

-$10,056

Up $67 (+0.7%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

Highlighted filing

2015

Assets$909,057

Liabilities$1

Net Assets$909,057

Open 2015 Filing

Operations Trend

Revenue Growth26th percentile

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

Highlighted filing

2015

Revenue$27,810

Expenses$37,866

Net Income-$10,056

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: May 13, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay53rd 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: 416 S Spring Street Apt 606, Los Angeles, CA 90013

Signing Officer

Name: Claire Oldani
Title: trustee
Phone: 5309084826
Signed: 2016-05-13
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

Raw XML Appendix335 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/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	944826
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	33274
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	CLAIRE OLDANI
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	To improve the quality of life in the Oshkosh area and surrounding communtiy.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	to relieve hunger in the Oshkosh Community.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	promote advancement in higher education and ensure UW Oshkosh students enjoy successful futures.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Support educational programs, art exhibitions, garden displays, and historic preservation.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	OSHKOSH AREA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Oshkosh Area Community Pantry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	UWO Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	Paine Art Center
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/RecipientRelationshipTxt	0	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	230 Ohio St Ste 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2551 Jackson St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	625 Pearl Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1410 Algoma Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	oSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Oshkosh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Oshkosh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	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/ZIPCd	0	549025894
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	54901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	54901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	54901
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	35000
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	36425
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	49610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	13185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	57836
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	13185
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	44651
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	44651
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	36425
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	44651
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	57836
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	91
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Federal Tax Payment
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	75
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	75
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3077
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Amounts refunded that were previously listed as qualifying charitable dist.
TaxesSchedule/TaxesDetail/Amt	0	16
TaxesSchedule/TaxesDetail/CategoryTxt	0	federal income tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2016-12-15 16:53:06Z
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	2016-05-13
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	416 S Spring Street Apt 606
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	2016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Lawrence C Bittner CPA
ReturnHeader/ReturnTs	0	2016-05-16T08:03:38-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $909,057
Liabilities: $1
Net assets: $909,057
Revenue: $27,810
Expenses: $37,866
Net income: -$10,056

	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
2015Detailed filing. Detailed filing data is available for this year.	$9.09	$0.00	$9.09	$0.28	$0.38	$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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