Civic Intelligence

Philip Wood Trust

990 • Fiscal year 2016 • EIN 46-6717634

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
PO Box 7038Berkeley, CA 94707

(510) 526-6008

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

1127%

Higher net margin than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$90,000

Higher top officer pay than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

$44,842

No earlier filing loaded for comparison.

Net Assets

$44,842

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

-$129,908

No earlier filing loaded for comparison.

Expenses

$1,334,550

No earlier filing loaded for comparison.

Net Income

-$1,464,458

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.

$60K$40K$20K$0Assets 2016: $44,842Liabilities 2016: $0Net Assets 2016: $44,8422016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2016

Assets$44,842
Liabilities$0
Net Assets$44,842
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2016: -$129,908Expenses 2016: $1,334,550Net Income 2016: -$1,464,4582016Revenue 2017: $29Expenses 2017: $48,673Net Income 2017: -$48,6442017

Highlighted filing

2016

Revenue-$129,908
Expenses$1,334,550
Net Income-$1,464,458
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$338,592
Mission and Program Overview

Mission

Trust was an administrative trust required to distribute all of the net assets to both charitable and noncharitable beneficiaries. Trust completed distributions to noncharitable beneficiaries in 2014 and is therefore considered terminated for federal income tax purposes. Trust filed a final federal Form 1041 and California Form 541 in 2014. Starting in 2015, the Trust is converting into and filing as a charitable trust and will continue to do so until the date on which final distribution of the net assets to the last remaining charitable beneficiary is made.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,230,000$0▼ $1,230,000
Cash and Non-Interest-Bearing Accounts$386,432$44,842▼ $341,590
Rtn Earn Endowment Incm Other Fnds$1,616,432$44,842▼ $1,571,590
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,616,432$44,842▼ $1,571,590
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,616,432$44,842▼ $1,571,590
Total Liabilities and Net Assets / Fund Balance$1,616,432$44,842▼ $1,571,590
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Samuel J SalkinTrusteePT$90,000$90,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-129,908
Other Revenue
$0
Change in Net Assets
$-1,464,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,175,200
Salaries, Compensation, and Employee Benefits$90,000
Other Expenses$69,350
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,175,200--$1,175,200
Current Officers, Directors, Trustees, and Key Employees-$90,000-$90,000
Fees for Services Legal-$39,065-$39,065
Fees for Services Accounting-$30,160-$30,160
Other Expenses-$10-$10
Total Functional Expenses$1,175,200$159,350$0$1,334,550
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of the Univ of CalOakland, CA170(b)(1)(A)Provide Financial Support$350,133
Honolulu Academy of ArtHonolulu, HI170(b)(1)(A)Provide Financial Support$175,067
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 will be reviewed by the trustee prior to its filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Philip Wood Trust
EIN
46-6717634
Phone
5105266008
Address
PO Box 7038, Berkeley, CA 94707

Signing Officer

Name
Samuel J Salkin
Title
Trustee
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2015
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Delagnes Mitchell & Linder LLP
Address
300 Montgomery Street Suite 1050, San Francisco, CA 94104-1999
Preparer
Mario Dahdah
Phone
4159830500
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0525200
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0175067
IRS990ScheduleI/RecipientTable/CashGrantAmt1350133
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(b)(1)(A)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0216667
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt1433333
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Note Receivable
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1Note Receivable
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Provide Financial Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Provide Financial Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Honolulu Academy of Art
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Regents of the Univ of Cal
IRS990ScheduleI/RecipientTable/RecipientEIN0990079713
IRS990ScheduleI/RecipientTable/RecipientEIN1952226406
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0900 S Beretania St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11111 Franklin Street 8th Fl
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Honolulu
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Oakland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096814
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194607
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Trust is in the process of liquidating assets and disbursing funds to supported charitable organizations, in accordance with trust terms.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash and Notes Receivable
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Cash and Notes Receivable
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Regents of the Univ of Cal
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt1Honolulu Academy of Art
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02016-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt12016-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0952226406
IRS990ScheduleN/DispositionOfAssetsDetail/EIN1990079713
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0783467
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt1391733
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0170(b)(1)(A)
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt1170(b)(1)(A)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt1FMV
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt01111 Franklin Street 8th Fl
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt1900 S Beretania St
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0Oakland
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm1Honolulu
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd1HI
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd094607
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd196814
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 will be reviewed by the trustee prior to its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01616432
IRS990/TotalAssetsEOYAmt044842
IRS990/TotalAssetsGrp/BOYAmt01616432
IRS990/TotalAssetsGrp/EOYAmt044842
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0159350
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01175200
IRS990/TotalFunctionalExpensesGrp/TotalAmt01334550
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01616432
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044842
IRS990/TotalProgramServiceExpensesAmt01175200
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt090000
IRS990/TotalRevenueGrp/ExclusionAmt0-129908
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-129908
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01616432
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt044842
IRS990/TransactionWithControlEntInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,842
Liabilities
$0
Net assets
$44,842
Revenue
-$129,908
Expenses
$1,334,550
Net income
-$1,464,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.13$1.33$1.46