Civic Intelligence

Alexandra Charitable Trust

990PF • Fiscal year 2021 • EIN 39-1572878

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 03, 2022

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

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.10x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-1545%

Higher net margin than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-43%

Faster asset growth than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-13%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$359,847

Down $267,996 (-43%) from 2020

Net Assets

Down

$358,091

Down $267,996 (-43%) from 2020

Liabilities

Flat

$1,756

Flat from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin2nd percentile

Revenue

Down

$17,346

Down $2,637 (-13%) from 2020

Expenses

Down

$285,342

Down $17,341 (-5.7%) from 2020

Net Income

Up

-$267,996

Up $14,704 (+5.2%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2021

Assets$359,847
Liabilities$1,756
Net Assets$358,091
Open 2021 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

2021

Revenue$17,346
Expenses$285,342
Net Income-$267,996
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 3, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2022-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Morling & Company
Address
7049 Redwood Blvd Ste 205, Novato, CA 94945
Preparer
John S San Agustin
Phone
4159569500
Raw XML Appendix292 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/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
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/TotalGrantOrContriPdDurYrAmt0285000
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/AppliedToCurrentYearAmt027640
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0215075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0472435
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0257360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0215075
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0285000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0257360
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0472435
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0215075
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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/BOYBookValueAmt044
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FEDERAL TAX PAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL TAX PAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt044
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt044
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0342
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE OLDANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-03
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/AddressLine1Txt07049 Redwood Blvd Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Novato
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094945
ReturnHeader/PreparerPersonGrp/PhoneNum04159569500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John S San Agustin
ReturnHeader/ReturnTs02022-10-03T14:16:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLAIRE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLDANI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,847
Liabilities
$1,756
Net assets
$358,091
Revenue
$17,346
Expenses
$285,342
Net income
-$267,996
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
2021Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • <$500k nonprofits