Civic Intelligence

Merle Hilliard Charitable Trust

990PF • Fiscal year 2021 • EIN 45-6526358

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 22, 2022

Organization Profile
11828 La Grange Avenue 200Los Angeles, CA 90025

(310) 474-7379

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

4th percentile

-369%

Higher net margin than 4% 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

22nd percentile

-12%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

78th percentile

63%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$380,145

Down $53,175 (-12%) from 2020

Net Assets

Down

$380,145

Down $53,175 (-12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Up

$18,421

Up $7,104 (+63%) from 2020

Expenses

Down

$86,400

Down $12,000 (-12%) from 2020

Net Income

Up

-$67,979

Up $19,104 (+22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,124,795Liabilities 2011: $02011Assets 2012: $1,037,123Liabilities 2012: $02012Assets 2013: $958,433Liabilities 2013: $02013Assets 2014: $904,294Liabilities 2014: $02014Assets 2015: $840,710Liabilities 2015: $0Net Assets 2015: $840,7102015Assets 2016: $780,460Liabilities 2016: $0Net Assets 2016: $780,4602016Assets 2017: $709,756Liabilities 2017: $0Net Assets 2017: $709,7562017Assets 2018: $608,917Liabilities 2018: $0Net Assets 2018: $608,9172018Assets 2019: $521,996Liabilities 2019: $0Net Assets 2019: $521,9962019Assets 2020: $433,320Liabilities 2020: $0Net Assets 2020: $433,3202020Assets 2021: $380,145Liabilities 2021: $0Net Assets 2021: $380,1452021Assets 2022: $298,083Liabilities 2022: $0Net Assets 2022: $298,0832022Assets 2024: $161,449Liabilities 2024: $0Net Assets 2024: $161,4492024

Highlighted filing

2021

Assets$380,145
Liabilities$0
Net Assets$380,145
Open 2021 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,150,000Expenses 2011: $25,205Net Income 2011: $1,124,7952011Revenue 2012: $14,926Expenses 2012: $102,598Net Income 2012: -$87,6722012Revenue 2013: $19,629Expenses 2013: $98,319Net Income 2013: -$78,6902013Revenue 2014: $29,500Expenses 2014: $83,639Net Income 2014: -$54,1392014Revenue 2015: $43,046Expenses 2015: $106,630Net Income 2015: -$63,5842015Revenue 2016: $30,575Expenses 2016: $90,825Net Income 2016: -$60,2502016Revenue 2017: $25,971Expenses 2017: $96,675Net Income 2017: -$70,7042017Revenue 2018: -$6,041Expenses 2018: $94,798Net Income 2018: -$100,8392018Revenue 2019: $23,040Expenses 2019: $109,961Net Income 2019: -$86,9212019Revenue 2020: $11,317Expenses 2020: $98,400Net Income 2020: -$87,0832020Revenue 2021: $18,421Expenses 2021: $86,400Net Income 2021: -$67,9792021Revenue 2022: $14,796Expenses 2022: $80,430Net Income 2022: -$65,6342022Revenue 2024: $106Expenses 2024: $91,685Net Income 2024: -$91,5792024

Highlighted filing

2021

Revenue$18,421
Expenses$86,400
Net Income-$67,979
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 22, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David HilliardTrustee-$0--
Brooks HilliardTrustee-$0--
William HilliardTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Merle Hilliard Charitable Trust
EIN
45-6526358
Phone
3104747379
Address
11828 La Grange Avenue 200, Los Angeles, CA 90025

Signing Officer

Name
David Hilliard
Title
Trustee
Signed
2022-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Rose Figueroa & Associates
Address
15490 Ventura Blvd Ste 220, Sherman Oaks, CA 91403
Preparer
Dennis F Rose
Phone
8185017788
Raw XML Appendix235 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015490 Ventura Blvd Ste 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091403
ReturnHeader/PreparerPersonGrp/PhoneNum08185017788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis F Rose
ReturnHeader/ReturnTs02022-09-22T17:18:05-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hilliard
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
$380,145
Liabilities
$0
Net assets
$380,145
Revenue
$18,421
Expenses
$86,400
Net income
-$67,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.01$0.08$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.02$0.09$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.01$0.10$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.02$0.11$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.01$0.09$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.03$0.10$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.03$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.11$0.06
2014Summary only. Only limited summary data is available for this year.$0.90$0.00$0.03$0.08$0.05
2013Summary only. Only limited summary data is available for this year.$0.96$0.00$0.02$0.10$0.08
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.01$0.10$0.09
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$1.15$0.03$1.12