Civic Intelligence

Nina Simone Charitable Trust

990PF • Fiscal year 2023 • EIN 46-5467744

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

88th percentile

50%

Higher net margin than 88% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$98,071

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

65th percentile

9.6%

Faster asset growth than 65% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-17%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$13,430,759

Up $1,172,599 (+9.6%) from 2022

Net Assets

Up

$13,430,759

Up $1,172,599 (+9.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$2,330,772

Down $467,231 (-17%) from 2022

Expenses

Up

$1,158,173

Up $84,822 (+7.9%) from 2022

Net Income

Down

$1,172,599

Down $552,053 (-32%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$13,430,759
Liabilities$0
Net Assets$13,430,759

Operations Trend

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

2023

Revenue$2,330,772
Expenses$1,158,173
Net Income$1,172,599
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAN PASQUAL FIDUCIARY TRUST COMPANYTrustee-$98,071-$98,071
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
2024-05-14
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 Appendix389 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/GrantOrContributionPurposeTxt3MUSICAL EDUCATION FOR CHILDREN IN GHANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIELD BAND FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KRONENDAL MUSIC ACADEMY OF HOUT BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MUSIC WORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PLAYING FOR CHANGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0GROUND FLOOR BLOCK D THE PAVILION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt1153 EMPIRE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt238 FRANKLIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt026 9TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0EDENBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm1HOUT BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm2CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0SF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd1SF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd2SF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd02128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd17806
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd27708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0RIVONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm1CAPE TOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0171 PIER AVENUE 271
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090405
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0858453
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0277859
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0610497
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0827834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0888356
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0549975
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0610497
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03556
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt017778
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt014222
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01525000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COPYRIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01525000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03834000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN CONVERSION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WIRE FEES FOR DONATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4NGO SOURCE MEMBERSHIP FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5NGO SOURCE RENEWAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6US DEPT OF TREASURY - APPLICATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt277
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52850
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt068790
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11074
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2309
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt072462
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11074
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2386
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6185
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01831722
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt18437
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01831722
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt18437
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01831722
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18437
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt043200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SOCIAL MEDIA & WEBSITE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CHARITY ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt110000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt043200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02645
TaxesSchedule/TaxesDetail/Amt140410
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02645
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAN PASQUAL FIDUCIARY TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02134528513
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NINA SIMONE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NINA
ReturnHeader/Filer/EIN0465467744
ReturnHeader/Filer/PhoneNum02134528513
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 SOUTH HOPE STREET 1300
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN F SHERIDAN
ReturnHeader/ReturnTs02024-05-14T18:25:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PASQUAL FIDUCIARY TR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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