Civic Intelligence

Munger Ucsb Charitable Trust

EIN 47-1743444 • 501(c)3 • Los Angeles, CA

Profile

To design and construct a building on the university of california, santa barbara (ucsb) campus which will be transferred to the university once constructed and used to support the university's exempt purposes.

PO Box 55007Los Angeles, CA 90055

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-4800170%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-84%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $65,810,327 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$0

Down $65,810,327 (-100%) from 2016

Operations
Liabilities / Revenue61st percentileNet Margin1st percentile

Revenue

Down

$1,371

Down $7,130 (-84%) from 2016

Expenses

Up

$65,811,698

Up $65,775,994 (+184226%) from 2016

Net Income

Down

-$65,810,327

Down $65,783,124 (-241823%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2015: $65,837,530Liabilities 2015: $0Net Assets 2015: $65,837,5302015Assets 2016: $65,810,327Liabilities 2016: $0Net Assets 2016: $65,810,3272016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50M-$100MRevenue 2015: $65,837,680Expenses 2015: $150Net Income 2015: $65,837,5302015Revenue 2016: $8,501Expenses 2016: $35,704Net Income 2016: -$27,2032016Revenue 2017: $1,371Expenses 2017: $65,811,698Net Income 2017: -$65,810,3272017

Highlighted filing

2017

Revenue$1,371
Expenses$65,811,698
Net Income-$65,810,327
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,371
Expenses
$65,811,698
Net income
-$65,810,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$65.8$65.8
2016Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$0.01$0.04$0.03
2015Summary only. Only limited summary data is available for this year.$65.8$0.00$65.8$65.8$0.00$65.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Sep 7, 2017
Return Version
2016v3.1
Gross Receipts
$1,371
Mission and Program Overview

Mission

To design and construct a building on the university of california, santa barbara (ucsb) campus which will be transferred to the university once constructed and used to support the university's exempt purposes.

To design and construct a building on university of california, santa barbara, which will be transferred to the university and used to support university's exempt purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$65,810,327$0▼ $65,810,327
Savings and Temporary Cash Investments$26,216,454$0▼ $26,216,454
Cash and Non-Interest-Bearing Accounts$1$0▼ $1
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$65,810,327$0▼ $65,810,327
Other Assets Total$39,593,872$0▼ $39,593,872
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$65,810,327$0▼ $65,810,327
Total Liabilities and Net Assets / Fund Balance$65,810,327$0▼ $65,810,327
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Charles T MungerTrustee
Glen H Mitchel JrTrustee
Lars BildstenTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
The Towbes Group INCConstruction Mgmt21 E VICTORIA STREET SUITE 200, Santa Barabara, CA 93101$24,132,767
Dreyer Robbins AssociatesAccounting/tax355 S GRAND AVENUE SUITE 1710, Los Angeles, CA 90071$27,175
Rodriguez Horii Choi CafferataLegal Services777 S FIGUEROA STREET STE 2150, Los Angeles, CA 90017$6,734
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,371
Other Revenue
$0
Change in Net Assets
$-65,810,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,777,330
Other Expenses$34,368
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,777,330--$65,777,330
Fees for Services Accounting-$27,175-$27,175
Fees for Services Legal-$6,734-$6,734
Other Expenses-$-1-$-1
Total Functional Expenses$65,777,330$34,368$0$65,811,698
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of the University of CA Santa BarbaraOakland, CA-CONSTRUCTION OF RESIDENCE FOR VISITING PHYSICS SCIENTISTS, RESEARCHERS AND SCHOLARS ON UCSB TO DIRECTLY FURTHER UNIVERSITY'S EXEMPT PURPOSE. THE BUILDING WAS CONVEYED TO THE UNIVERSITY ONCE IT WAS COMPLETED.$2,050,691
Regents of the University of CA Santa BarbaraOakland, CA-COSTS INVOLVED WITH CONSTRUCTION OF RESIDENCE FOR VISITING PHSICS SCIENTISTS, RESEARCHERS AND SCHOLARS ON UCSB TO DIRECTLY FURTHER THE UNIVERSITY'S EXEMPT PURPOSE.-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 12C

“In connection with any actual or possible conflict of interest, an interested person must disclose the existence and nature of his or her financial interest to the trustees considering the proposed transaction or arrangement. After disclosure of the financial interest, the interested person shall leave the meeting while the financial interest is discussed and any action is voted upon. The remaining trustees shall decide if a conflict of interest exists.”

Form 990, Part VI, Section C, Line 19

“The organization made its governing documents available to the general public during the tax year upon written request.”

Filing and Contact Details

Filer

Filer Name
Munger Ucsb Charitable Trust
EIN
47-1743444
In Care Of
% DREYER ROBBINS AND ASSOCIATE
Address
PO BOX 55007, LOS ANGELES, CA 90055

Signing Officer

Name
Charles T Munger
Title
Trustee
Phone
2136247715
Signed
2017-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles T Munger
Formed
2014
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Dreyer Robbins & Associates
Address
355 S GRAND AVE STE 1710, LOS ANGELES, CA 90071-1532
Preparer
Michael S Dreyer
Phone
2136838790
Supplemental Narrative

Additional Explanations

Part X, Line 15

“The other asset, construction in process, is understated by the amount of $34,913 due to an issue with a subcontractor. Once the issue is resolved, it will be determined if this amount will be credited to the construction contract in the next fiscal year end.”

Raw XML AppendixShowing 400 of 489 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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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ONE OF THE THREE TRUSTEES IS APPOINTED BY THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (THE UNIVERSITY) ACTING FOR ITS CAMPUS AT SANTA BARBARA (UCSB). ACCORDINGLY, UCSB WILL HAVE A VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND THE DIRECTING OF THE INCOME AND ASSETS OF THE CHARITABLE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION WILL DESIGN AND CONSTRUCT A RESIDENCE FOR VISITING PHYSICS SCIENTISTS, RESEARCHERS AND SCHOLARS ON UCSB TO DIRECTLY FURTHER THE UNIVERSITY'S EXEMPT PURPOSE. THE UNIVERSITY IS A POLITICAL SUBDIVISION OF THE STATE OF CALIFORNIA. THE CHARITABLE TRUST CONVEYED THE BUILDING TO THE UNIVERSITY AFTER ITS CONSTRUCTION WAS COMPLETED. THUS, THE ORGANIZATION IS ENGAGING IN ACTIVITIES WHICH DIRECTLY FURTHER THE EXEMPT PURPOSES OF THE UNIVERSITY TO WHICH THE ORGANIZATION IS RESPONSIVE, BY PERFORMING THE FUNCTIONS OF AND CARRYING OUT THE PURPOSES OF THE UNIVERSITY, AND BUT FOR THE INVOLVEMENT OF THE ORGANIZATION, WOULD NORMALLY BE ENGAGED IN BY THE UNIVERSITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION D, QUESTION 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART IV, SECTION E, QUESTION 1C
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE REGENTS OF THE UNIVERSITY OF CALIFORIA SANTA BARABARA
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt02050691
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt063726639
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONSTRUCTION OF RESIDENCE FOR VISITING PHYSICS SCIENTISTS, RESEARCHERS AND SCHOLARS ON UCSB TO DIRECTLY FURTHER UNIVERSITY'S EXEMPT PURPOSE. THE BUILDING WAS CONVEYED TO THE UNIVERSITY ONCE IT WAS COMPLETED.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COSTS INVOLVED WITH CONSTRUCTION OF RESIDENCE FOR VISITING PHSICS SCIENTISTS, RESEARCHERS AND SCHOLARS ON UCSB TO DIRECTLY FURTHER THE UNIVERSITY'S EXEMPT PURPOSE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0REGENTS OF THE UNIVERSITY OF CA SANTA BARBARA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1REGENTS OF THE UNIVERSITY OF CA SANTA BARBARA
IRS990ScheduleI/RecipientTable/RecipientEIN0943067788
IRS990ScheduleI/RecipientTable/RecipientEIN1943067788
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0111 FRANKLIN STREET 10TH FL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1111 FRANKLIN STREET 10TH FL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OAKLAND
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IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0BUILDING
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02017-08-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12017-08-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0943067788
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1943067788
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt063726639
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt12050691
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0509(A)(1)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1509(A)(1)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0COST OF BUILDING
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1ACTUAL VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0REGENTS OF THE UNIV OF CALIFORNIA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm1REGENTS OF THE UNIV OF CALIFORNIA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0111 FRANKLIN STREET 10TH FL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1111 FRANKLIN STREET 10TH FL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0OAKLAND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1OAKLAND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd094607
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd194607
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE TRUSTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON SHALL LEAVE THE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND ANY ACTION IS VOTED UPON. THE REMAINING TRUSTEES SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC DURING THE TAX YEAR UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OTHER ASSET, CONSTRUCTION IN PROCESS, IS UNDERSTATED BY THE AMOUNT OF $34,913 DUE TO AN ISSUE WITH A SUBCONTRACTOR. ONCE THE ISSUE IS RESOLVED, IT WILL BE DETERMINED IF THIS AMOUNT WILL BE CREDITED TO THE CONSTRUCTION CONTRACT IN THE NEXT FISCAL YEAR END.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 15
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Regents of the Univ of California
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943067788
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0509(A)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0111 Franklin Street 10th Fl
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Oakland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094607
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false

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