Civic Intelligence

Pt Charitable Giving Fund

990 • Fiscal year 2015 • EIN 47-2804742

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 16, 2016

11740 San Vicente BlvdLos Angeles, CA 90049

(310) 500-3900

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$17,145

No earlier filing loaded for comparison.

Net Assets

$17,145

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$64,978

No earlier filing loaded for comparison.

Expenses

$47,833

No earlier filing loaded for comparison.

Net Income

$17,145

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $17,145Liabilities 2015: $0Net Assets 2015: $17,1452015Assets 2016: $31,586Liabilities 2016: $0Net Assets 2016: $31,5862016Assets 2017: $22,403Liabilities 2017: $0Net Assets 2017: $22,4032017Assets 2018: $156,176Liabilities 2018: $0Net Assets 2018: $156,1762018Assets 2019: $84,407Liabilities 2019: $0Net Assets 2019: $84,4072019

Highlighted filing

2015

Assets$17,145
Liabilities$0
Net Assets$17,145

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $64,978Expenses 2015: $47,833Net Income 2015: $17,1452015Revenue 2016: $75,662Expenses 2016: $61,221Net Income 2016: $14,4412016Revenue 2017: $107,920Expenses 2017: $117,103Net Income 2017: -$9,1832017Revenue 2018: $279,128Expenses 2018: $145,355Net Income 2018: $133,7732018Revenue 2019: $167,388Expenses 2019: $239,157Net Income 2019: -$71,7692019

Highlighted filing

2015

Revenue$64,978
Expenses$47,833
Net Income$17,145
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 16, 2016
Return Version
2015v2.0
Gross Receipts
$64,978
Mission and Program Overview

Mission

To provide support to charitable organizations and to individuals in need. The pt charitable giving fund was formed for charitable, scientific, and educational purposes and to provide financial support to charitable organizations. The organization primarily distributes grants to projects that are innovative and effective in addressing problems in our local community of los angeles, california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds-$17,145-
Intangible Assets-$12,512-
Cash and Non-Interest-Bearing Accounts-$2,802-
Accounts Receivable-$1,831-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$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-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$17,145▲ $17,145
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$17,145▲ $17,145
Total Liabilities and Net Assets / Fund Balance$0$17,145▲ $17,145
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nick SegalPresident & CEO
Richard StearnsCFO
F Ron SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$64,978
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$57,758
Change in Net Assets
$17,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,849
Other Expenses$1,984
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,849--$39,849
Grants to Domestic Individuals$6,000--$6,000
Depreciation Depletion-$894-$894
Office Expenses-$790-$790
Conferences and Meetings-$300-$300
Total Functional Expenses$45,849$1,984$0$47,833
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
La Family HousingNo Hollywood, CA501(c)(3)General$9,849
Alzeimers Assocjudy FundChicago, IL501(c)(3)General$6,000
Concern FoundationLos Angeles, CA501(c)(3)General$6,000
Habitate for HumanityBellflower, CA501(c)(3)General$6,000
One VoiceSanta Monica, CA501(c)(3)General$6,000
Para Los NinosLos Angeles, CA-General$6,000
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
Yes
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
Yes
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

A copy of form 990 is provided to each director/trustee prior to transmitting to the irs.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each officer, board member or key employee must sumit an annual statement certifying that each such person will not unreasonably benefit from any transactions of the organization. The board of directors performs a periodic review of the organizations compensation arrangements and other transactions that may provide a finanical interest to any member of the baord, officer or key employee.

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

Financial statemetns and tax returns can be obtained upon request of the president and/or chief financial officer.

Filing and Contact Details

Filer

Filer Name
Pt Charitable Giving Fund
EIN
47-2804742
Phone
3105003900
Address
11740 San Vicente Blvd, Los Angeles, CA 90049

Signing Officer

Name
Richard Stearns
Title
CFO
Signed
2016-04-16
Discuss with paid preparer
Yes

Organization Details

Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
The Rocher Group
Address
5670 WILSHIRE BLVD UNIT 1410, LOS ANGELES, CA 90036-5679
Preparer
Thomas A Engell
Phone
3235569200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: provide financial support to one voice which helps families living at poverty level within the los angeles community by providing emergency relief services to families in immediate crisis to a scholars program designed to better the quality of people's lives. To date, one voice has funded over $16,000,000 in scholarships. Additionally, one voice works with a number of la based head start programs which has helped over 8,000 families to date. Other program services 5: provided funding to habitate for humanity of greater los angeles whose purpose is to make afforable home ownership possible for low-income, hardworking families and individuals throughout the greater los angeles area. Since 1990, the organization has built and renovated nearly 500 homes locally. Other program services 6: provide funding to the judy fund in connection with the alzheimer's association whose mission is to help create alzheimer's survivorship for future generations. The judy fund has sponsered 13 alzheimer's association peer reviewed researech projects to pursue answers to important scientific questions about the causes of alzheimer's disease, strategies for prevention and detection and the best approach to treatment and care. Other program services 7: provided financial assistance to tanaz takhlaghi, an individual in need of assistance becuase of a disability.

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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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ONE VOICE
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0225 N MICHIGAN AVE FL 17
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt28739 ARTESIA BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt37843 LANKERSHIM BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41228 - 15th STREET STE C
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt500 Lucas Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
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IRS990ScheduleI/RecipientTable/USAddress/CityNm3NO HOLLYWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SANTA MONICA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5LOS ANGELES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: PROVIDE FINANCIAL SUPPORT TO ONE VOICE WHICH HELPS FAMILIES LIVING AT POVERTY LEVEL WITHIN THE LOS ANGELES COMMUNITY BY PROVIDING EMERGENCY RELIEF SERVICES TO FAMILIES IN IMMEDIATE CRISIS TO A SCHOLARS PROGRAM DESIGNED TO BETTER THE QUALITY OF PEOPLE'S LIVES. TO DATE, ONE VOICE HAS FUNDED OVER $16,000,000 IN SCHOLARSHIPS. ADDITIONALLY, ONE VOICE WORKS WITH A NUMBER OF LA BASED HEAD START PROGRAMS WHICH HAS HELPED OVER 8,000 FAMILIES TO DATE. OTHER PROGRAM SERVICES 5: PROVIDED FUNDING TO HABITATE FOR HUMANITY OF GREATER LOS ANGELES WHOSE PURPOSE IS TO MAKE AFFORABLE HOME OWNERSHIP POSSIBLE FOR LOW-INCOME, HARDWORKING FAMILIES AND INDIVIDUALS THROUGHOUT THE GREATER LOS ANGELES AREA. SINCE 1990, THE ORGANIZATION HAS BUILT AND RENOVATED NEARLY 500 HOMES LOCALLY. OTHER PROGRAM SERVICES 6: PROVIDE FUNDING TO THE JUDY FUND IN CONNECTION WITH THE ALZHEIMER'S ASSOCIATION WHOSE MISSION IS TO HELP CREATE ALZHEIMER'S SURVIVORSHIP FOR FUTURE GENERATIONS. THE JUDY FUND HAS SPONSERED 13 ALZHEIMER'S ASSOCIATION PEER REVIEWED RESEARECH PROJECTS TO PURSUE ANSWERS TO IMPORTANT SCIENTIFIC QUESTIONS ABOUT THE CAUSES OF ALZHEIMER'S DISEASE, STRATEGIES FOR PREVENTION AND DETECTION AND THE BEST APPROACH TO TREATMENT AND CARE. OTHER PROGRAM SERVICES 7: PROVIDED FINANCIAL ASSISTANCE TO TANAZ TAKHLAGHI, AN INDIVIDUAL IN NEED OF ASSISTANCE BECUASE OF A DISABILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO EACH DIRECTOR/TRUSTEE PRIOR TO TRANSMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH OFFICER, BOARD MEMBER OR KEY EMPLOYEE MUST SUMIT AN ANNUAL STATEMENT CERTIFYING THAT EACH SUCH PERSON WILL NOT UNREASONABLY BENEFIT FROM ANY TRANSACTIONS OF THE ORGANIZATION. THE BOARD OF DIRECTORS PERFORMS A PERIODIC REVIEW OF THE ORGANIZATIONS COMPENSATION ARRANGEMENTS AND OTHER TRANSACTIONS THAT MAY PROVIDE A FINANICAL INTEREST TO ANY MEMBER OF THE BAORD, OFFICER OR KEY EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMETNS AND TAX RETURNS CAN BE OBTAINED UPON REQUEST OF THE PRESIDENT AND/OR CHIEF FINANCIAL OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Stearns
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pt Charitable Giving Fund
ReturnHeader/Filer/BusinessNameControlTxt0PTCH
ReturnHeader/Filer/EIN0472804742
ReturnHeader/Filer/PhoneNum03105003900
ReturnHeader/Filer/USAddress/AddressLine1Txt011740 San Vicente Blvd
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE ROCHER GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05670 WILSHIRE BLVD UNIT 1410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900365679
ReturnHeader/PreparerPersonGrp/PhoneNum03235569200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas A Engell
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-16T12:57:47-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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