Civic Intelligence

Alexandra Charitable Trust

990PF • Fiscal year 2017 • EIN 39-1572878

Jan 01, 2017 to Dec 31, 2017 • Filed on May 25, 2018

Organization Profile
6206 Manoa StOakland, CA 94618

(530) 908-4826

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.07x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

44th percentile

0.7%

Faster asset growth than 44% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-2.1%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$919,944

Up $6,439 (+0.7%) from 2016

Net Assets

Up

$918,188

Up $4,683 (+0.5%) from 2016

Liabilities

Up

$1,756

Up $1,756 from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin74th percentile

Revenue

Down

$25,526

Down $557 (-2.1%) from 2016

Expenses

Down

$20,843

Down $792 (-3.7%) from 2016

Net Income

Up

$4,683

Up $235 (+5.3%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.0M$500K$0Assets 2010: $979,176Liabilities 2010: $0Net Assets 2010: $979,1762010Assets 2011: $936,656Liabilities 2011: $0Net Assets 2011: $936,6562011Assets 2012: $923,288Liabilities 2012: $0Net Assets 2012: $923,2882012Assets 2013: $926,171Liabilities 2013: $0Net Assets 2013: $926,1712013Assets 2014: $916,036Liabilities 2014: $0Net Assets 2014: $916,0362014Assets 2015: $909,057Liabilities 2015: $0Net Assets 2015: $909,0572015Assets 2016: $913,505Liabilities 2016: $0Net Assets 2016: $913,5052016Assets 2017: $919,944Liabilities 2017: $1,756Net Assets 2017: $918,1882017Assets 2019: $910,543Liabilities 2019: $1,756Net Assets 2019: $908,7872019Assets 2020: $627,843Liabilities 2020: $1,756Net Assets 2020: $626,0872020Assets 2021: $359,847Liabilities 2021: $1,756Net Assets 2021: $358,0912021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$919,944
Liabilities$1,756
Net Assets$918,188
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

$400K$200K$0-$200K-$400K-$600KExpenses 2010: $39,7942010Expenses 2011: $42,6232011Expenses 2012: $13,4672012Revenue 2013: $8,283Expenses 2013: $5,400Net Income 2013: $2,8832013Revenue 2014: $31,701Expenses 2014: $41,824Net Income 2014: -$10,1232014Revenue 2015: $27,810Expenses 2015: $37,866Net Income 2015: -$10,0562015Revenue 2016: $26,083Expenses 2016: $21,635Net Income 2016: $4,4482016Revenue 2017: $25,526Expenses 2017: $20,843Net Income 2017: $4,6832017Revenue 2019: $28,167Expenses 2019: $43,570Net Income 2019: -$15,4032019Revenue 2020: $19,983Expenses 2020: $302,683Net Income 2020: -$282,7002020Revenue 2021: $17,346Expenses 2021: $285,342Net Income 2021: -$267,9962021Revenue 2022: -$5,634Expenses 2022: $396,092Net Income 2022: -$401,7262022

Highlighted filing

2017

Revenue$25,526
Expenses$20,843
Net Income$4,683
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 25, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAIRE OLDANITrusteePT$0--
ANN LEYHE PAULEYCo-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Alexandra Charitable Trust
EIN
39-1572878
Phone
5309084826
Address
6206 MANOA ST, OAKLAND, CA 94618

Signing Officer

Name
Claire Oldani
Title
Trustee
Signed
2018-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Morling & Company
Address
44 Montgomery St Ste 1900, San Francisco, CA 94104
Preparer
John S San Agustin
Phone
4159569500
Raw XML Appendix263 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019965
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045787
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019965
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025822
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt01756
LoansFromOfficersSchedule/LoansFromOfficerGrp/ConsiderationFMVAmt01756
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0CASH
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0CLAIRE OLDANI
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt01756
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0PAYMENT OF ACCOUNTING FEES
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02017-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0TRUSTEE
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt075
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL TAX PAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt075
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt075
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE OLDANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALEXANDRA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0391572878
ReturnHeader/Filer/PhoneNum05309084826
ReturnHeader/Filer/USAddress/AddressLine1Txt06206 MANOA ST
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094618
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942989774
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morling & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 Montgomery St Ste 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159569500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John S San Agustin
ReturnHeader/ReturnTs02018-05-25T12:20:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$919,944
Liabilities
$1,756
Net assets
$918,188
Revenue
$25,526
Expenses
$20,843
Net income
$4,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2017Detailed filing. Detailed filing data is available for this year.$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
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