Civic Intelligence

Nina Simone Charitable Trust

990PF • Fiscal year 2018 • EIN 46-5467744

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile
400 South Hope Street No 1300Los Angeles, CA 90071

(213) 452-8513

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

$7,703,203

No earlier filing loaded for comparison.

Net Assets

$7,703,203

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin98th percentile

Revenue

$5,418,012

No earlier filing loaded for comparison.

Expenses

$206,587

No earlier filing loaded for comparison.

Net Income

$5,211,425

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2018: $7,703,203Liabilities 2018: $0Net Assets 2018: $7,703,2032018Assets 2019: $8,442,473Liabilities 2019: $0Net Assets 2019: $8,442,4732019Assets 2020: $8,806,674Liabilities 2020: $0Net Assets 2020: $8,806,6742020Assets 2021: $10,533,508Liabilities 2021: $0Net Assets 2021: $10,533,5082021Assets 2022: $12,258,160Liabilities 2022: $0Net Assets 2022: $12,258,1602022Assets 2023: $13,430,759Liabilities 2023: $0Net Assets 2023: $13,430,7592023Assets 2024: $15,529,877Liabilities 2024: $0Net Assets 2024: $15,529,8772024

Highlighted filing

2018

Assets$7,703,203
Liabilities$0
Net Assets$7,703,203
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Revenue 2018: $5,418,012Expenses 2018: $206,587Net Income 2018: $5,211,4252018Revenue 2019: $1,118,506Expenses 2019: $379,236Net Income 2019: $739,2702019Revenue 2020: $988,997Expenses 2020: $624,796Net Income 2020: $364,2012020Revenue 2021: $2,537,553Expenses 2021: $810,719Net Income 2021: $1,726,8342021Revenue 2022: $2,798,003Expenses 2022: $1,073,351Net Income 2022: $1,724,6522022Revenue 2023: $2,330,772Expenses 2023: $1,158,173Net Income 2023: $1,172,5992023Revenue 2024: $3,343,435Expenses 2024: $1,244,317Net Income 2024: $2,099,1182024

Highlighted filing

2018

Revenue$5,418,012
Expenses$206,587
Net Income$5,211,425
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAN PASQUAL FIDUCIARY TRUST COMPANYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nina Simone Charitable Trust
EIN
46-5467744
Phone
2134528513
Address
400 SOUTH HOPE STREET NO 1300, LOS ANGELES, CA 90071

Signing Officer

Name
Armando Salinas
Title
Trustee
Phone
2134528513
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Bartlett Pringle & Wolf Llp
Address
1123 CHAPALA ST PO BOX 90860, SANTA BARBARA, CA 93190-0860
Preparer
Eileen F Sheridan
Phone
8059637811
Raw XML Appendix380 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/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0125369
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0238479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125369
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0238479
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0125369
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ESTATE OF NINA SIMONE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1ESTATE OF NINA SIMONE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2ESTATE OF NINA SIMONE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0400 S HOPE STREET SUITE 1300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1400 S HOPE STREET SUITE 1300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2400 S HOPE STREET SUITE 1300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090071
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd190071
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd290071
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02964566
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt17906
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt21525000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt07906
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11525000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0250 SHARES PFIZER STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1COPYRIGHTS TO MUSIC RECORDINGS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-06-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12018-06-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt015001
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COPYRIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01525000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01525000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN CONVERSION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026086
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt166
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026086
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt264
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0850743
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0850743
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0850743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022551
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1WEB DESIGN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12000
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1163
TaxesSchedule/TaxesDetail/Amt2620
TaxesSchedule/TaxesDetail/Amt325
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt3ATTORNEY GENERAL OFFICE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1163
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARMANDO SALINAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02134528513
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NINA SIMONE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NINA
ReturnHeader/Filer/EIN0465467744
ReturnHeader/Filer/PhoneNum02134528513
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 SOUTH HOPE STREET NO 1300
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId089B91838A4724253CB32BFA93ABCD637DDFFD526
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A30A976A7E809F8F64F2704E979014A7AD2C5A2C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:42:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952089835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARTLETT PRINGLE & WOLF LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01123 CHAPALA ST PO BOX 90860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0931900860
ReturnHeader/PreparerPersonGrp/PhoneNum08059637811
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN F SHERIDAN
ReturnHeader/ReturnTs02019-05-15T13:38:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,703,203
Liabilities
$0
Net assets
$7,703,203
Revenue
$5,418,012
Expenses
$206,587
Net income
$5,211,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$3.34$1.24$2.10
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$2.33$1.16$1.17
2022Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$2.80$1.07$1.72
2021Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$2.54$0.81$1.73
2020Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.99$0.62$0.36
2019Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$1.12$0.38$0.74
2018Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$5.42$0.21$5.21