Civic Intelligence

Alexandra Charitable Trust

990PF • Fiscal year 2019 • EIN 39-1572878

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

44th percentile

0.00x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.06x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

9th percentile

-55%

Higher net margin than 9% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

39th percentile

-0.5%

Faster asset growth than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2017 to 2019

Revenue Growth

54th percentile

5.0%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$910,543

Down $9,401 (-1.0%) from 2017

Net Assets

Down

$908,787

Down $9,401 (-1.0%) from 2017

Liabilities

Flat

$1,756

Flat from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin9th percentile

Revenue

Up

$28,167

Up $2,641 (+10%) from 2017

Expenses

Up

$43,570

Up $22,727 (+109%) from 2017

Net Income

Down

-$15,403

Down $20,086 (-429%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2019

Assets$910,543
Liabilities$1,756
Net Assets$908,787
Open 2019 Filing

Operations Trend

Revenue Growth54th 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

2019

Revenue$28,167
Expenses$43,570
Net Income-$15,403
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th 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
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Morling & Company
Address
44 Montgomery St Ste 2970, San Francisco, CA 94104
Preparer
John S San Agustin
Phone
4159569500
Raw XML Appendix331 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO IMPROVE THE QUALITY OF LIFE IN THE OSHKOSH AREA AND SURROUNDING COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO RELIEVE HUNGER IN THE OSHKOSH COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO IMPROVE LITERACY AND ENGLISH LANGUAGE SKILLS IN THE OSHKOSH COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT ANIMAL CARE IN THE OSHKOSH COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO IMPROVE THE QUALITY OF LIFE IN THE OSHKOSH AREA AND SURROUNDING COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO IMPROVE LITERACY AND ENGLISH LANGUAGE SKILLS IN THE OSHKOSH COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO PROVIDE SHELTER FOR THE HOMELESS IN THE OSHKOSH COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO PROVIDE SERVICES TO DOMESTIC ABUSE VICTIMS IN THE OSHKOSH COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0OSHKOSH AREA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OSHKOSH AREA COMMUNITY PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2WINNEBAGO COUNTY LITERACY COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3OSHKOSH AREA HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4OSHKOSH INTO THE NIGHT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5WINNEBAGO AREA LITERACY COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6DAY BY DAY WARMING SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7CHRISTINE ANN DOMESTIC ABUSE SERVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0230 OHIO ST STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12551 JACKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2106 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31925 SHELTER COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 CITY CENTER SUITE D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5106 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6449 HIGH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7206 ALGOMA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd454901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd554901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd654901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd754901
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042695
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/AppliedToYear1Amt043133
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046487
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043133
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02969
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt046487
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt046102
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE OLDANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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 2970
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159569500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John S San Agustin
ReturnHeader/ReturnTs02020-11-16T15:45:11-08:00
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
$910,543
Liabilities
$1,756
Net assets
$908,787
Revenue
$28,167
Expenses
$43,570
Net income
-$15,403
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
2019Detailed filing. Detailed filing data is available for this year.$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
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