Civic Intelligence

Marilyn J Degroot Charitable Trust

990PF • Fiscal year 2022 • EIN 46-7473921

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
707 Wilshire Blvd Ste 3800Los Angeles, CA 90017

(213) 680-9212

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$114,572

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

85th percentile

23%

Faster asset growth than 85% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

352%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,842,597

Up $2,393,871 (+23%) from 2021

Net Assets

Up

$12,842,197

Up $2,399,391 (+23%) from 2021

Liabilities

Down

$400

Down $5,520 (-93%) from 2021

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin93rd percentile

Revenue

Up

$3,236,413

Up $2,521,111 (+352%) from 2021

Expenses

Down

$837,022

Down $173,401 (-17%) from 2021

Net Income

Up

$2,399,391

Up $2,694,512 (+913%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$15M$10M$5.0M$0Assets 2014: $11,088,021Liabilities 2014: $02014Assets 2015: $11,125,495Liabilities 2015: $7,070Net Assets 2015: $11,118,4252015Assets 2016: $10,863,915Liabilities 2016: $8,819Net Assets 2016: $10,855,0962016Assets 2017: $10,738,953Liabilities 2017: $6,570Net Assets 2017: $10,732,3832017Assets 2018: $10,774,657Liabilities 2018: $6,710Net Assets 2018: $10,767,9472018Assets 2019: $11,234,027Liabilities 2019: $15,412Net Assets 2019: $11,218,6152019Assets 2020: $10,752,739Liabilities 2020: $14,812Net Assets 2020: $10,737,9272020Assets 2021: $10,448,726Liabilities 2021: $5,920Net Assets 2021: $10,442,8062021Assets 2022: $12,842,597Liabilities 2022: $400Net Assets 2022: $12,842,1972022Assets 2023: $12,228,665Liabilities 2023: $1,766Net Assets 2023: $12,226,8992023Assets 2024: $11,831,267Liabilities 2024: $800Net Assets 2024: $11,830,4672024

Highlighted filing

2022

Assets$12,842,597
Liabilities$400
Net Assets$12,842,197
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $11,173,603Expenses 2014: $85,582Net Income 2014: $11,088,0212014Revenue 2015: $744,586Expenses 2015: $714,182Net Income 2015: $30,4042015Revenue 2016: $613,759Expenses 2016: $877,088Net Income 2016: -$263,3292016Revenue 2017: $760,600Expenses 2017: $883,313Net Income 2017: -$122,7132017Revenue 2018: $816,092Expenses 2018: $780,528Net Income 2018: $35,5642018Revenue 2019: $1,278,588Expenses 2019: $827,920Net Income 2019: $450,6682019Revenue 2020: $558,780Expenses 2020: $1,039,468Net Income 2020: -$480,6882020Revenue 2021: $715,302Expenses 2021: $1,010,423Net Income 2021: -$295,1212021Revenue 2022: $3,236,413Expenses 2022: $837,022Net Income 2022: $2,399,3912022Revenue 2023: $519,844Expenses 2023: $1,135,142Net Income 2023: -$615,2982023Revenue 2024: $710,601Expenses 2024: $1,107,033Net Income 2024: -$396,4322024

Highlighted filing

2022

Revenue$3,236,413
Expenses$837,022
Net Income$2,399,391
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE R PHILLIPS JRTrusteePT$114,572-$114,572
Filing and Contact Details

Filer

Filer Name
Marilyn J Degroot Charitable Trust
EIN
46-7473921
Phone
2136809212
Address
707 WILSHIRE BLVD STE 3800, LOS ANGELES, CA 90017

Signing Officer

Name
George R Phillips Jr - Trustee
Title
Trustee
Phone
2136809212
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Phillips Law Partners Llp
Address
707 WILSHIRE BLVD STE 3800, LOS ANGELES, CA 90017-3541
Preparer
George R Phillips Jr
Phone
2136809212
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31AMAZON.COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32ALPHA & OMEGA SEMICONDUCTOR LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33BROADCOM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34AUTOZONE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35BLACKLINE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36BP PLC ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37BRITISH AMERICAN TOBACCO PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38CLEARBRIDGE ENERGY MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40COSTCO WHOLESALE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41CAMPBELL SOUP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42CHEVRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43DEERE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44DUKE ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45INVESCO S&P EMERGING MARKETS LOW VOL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46ELEVANCE HEALTH INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47EDWARDS LIFESCIENCES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48FORD MOTOR CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49FAIR ISAAC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50ALPHABET INC A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51GLAXOSMITHKLINE PLC ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52THE HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53HALEON ADR REP 2 ORD WI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54ISHARES GLOBAL CLEAN ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56KELLOGG CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57THE KRAFT HEINZ CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58KIMBERLY-CLARK CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59COCA-COLA CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60GLOBAL X LITHIUM & BATTERY TECH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61ELI LILLY AND CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63MASTERCARD INC A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64MCDONALD'S CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65MCKESSON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68NETFLIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70REALTY INCOME CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71INVESCO GLOBAL CLEAN ENERGY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75PINTEREST INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76PHILIP MORRIS INTERNATIONAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80SHELL ADR EACH REP 2 ORD WI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81SIRIUS XM HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83ISHARES PHLX SEMICONDUCTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84CONSTELLATION BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86THERMO FISHER SCIENTIFIC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87THE TRAVELERS COMPANIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88TESLA MOTORS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90VANGUARD SMALL-CAP GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91VANGUARD SMALL-CAP VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92VANGUARD REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93VANGUARD MID-CAP VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94VANGUARD MID-CAP GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95WELLS FARGO & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97WAL-MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98ENERGY SELECT SECTOR SPDR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01513084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1111221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt281845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt364853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt464148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5185356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt673842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt754933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8227872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9943736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1020070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1120028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1220024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1319716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1419534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1519502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1619448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1719563
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1819400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1919094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2019128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt218056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt224040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt233621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt244672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt253893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt267322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt273303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt283152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt295633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt304237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt317812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt323171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt335032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt353834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt364890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt379795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt383603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt394130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt408217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt415789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4216154
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt436003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt443811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt455085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt469233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt473880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt483454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt495986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5011999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt525054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt544486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt555300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5613251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5711114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt585430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt598969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt603692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6111341
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6214108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt634868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt644216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt654877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt666324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt674317

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,842,597
Liabilities
$400
Net assets
$12,842,197
Revenue
$3,236,413
Expenses
$837,022
Net income
$2,399,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.71$1.11$0.40
2023Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.52$1.14$0.62
2022Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$3.24$0.84$2.40
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.01$10.4$0.72$1.01$0.30
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.01$10.7$0.56$1.04$0.48
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.02$11.2$1.28$0.83$0.45
2018Detailed filing. Detailed filing data is available for this year.$10.8$0.01$10.8$0.82$0.78$0.04
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$0.76$0.88$0.12
2016Detailed filing. Detailed filing data is available for this year.$10.9$0.01$10.9$0.61$0.88$0.26
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.01$11.1$0.74$0.71$0.03
2014Summary only. Only limited summary data is available for this year.$11.1$0.00$11.2$0.09$11.1