Civic Intelligence

Nina Simone Charitable Trust

990PF • Fiscal year 2021 • EIN 46-5467744

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
400 South Hope Street 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

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

90th percentile

68%

Higher net margin than 90% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

36th percentile

$91,570

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

74th percentile

20%

Faster asset growth than 74% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

157%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,533,508

Up $1,726,834 (+20%) from 2020

Net Assets

Up

$10,533,508

Up $1,726,834 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin90th percentile

Revenue

Up

$2,537,553

Up $1,548,556 (+157%) from 2020

Expenses

Up

$810,719

Up $185,923 (+30%) from 2020

Net Income

Up

$1,726,834

Up $1,362,633 (+374%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2021

Assets$10,533,508
Liabilities$0
Net Assets$10,533,508
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

2021

Revenue$2,537,553
Expenses$810,719
Net Income$1,726,834
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAN PASQUAL FIDUCIARY TRUST COMPANYTrustee-$91,570-$91,570
Filing and Contact Details

Filer

Filer Name
Nina Simone Charitable Trust
EIN
46-5467744
Phone
2134528513
Address
400 SOUTH HOPE STREET 1300, LOS ANGELES, CA 90071

Signing Officer

Name
San Pasqual Fiduciary Trust Company
Title
Trustee
Phone
2134528513
Signed
2022-05-09
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 Appendix358 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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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt025338
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0349
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAN PASQUAL FIDUCIARY TRUST COMPANY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
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ReturnHeader/Filer/PhoneNum02134528513
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
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/PreparationDt02022-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN F SHERIDAN
ReturnHeader/ReturnTs02022-05-13T17:42:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PASQUAL FIDUCIARY TR
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
$10,533,508
Liabilities
$0
Net assets
$10,533,508
Revenue
$2,537,553
Expenses
$810,719
Net income
$1,726,834
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