Civic Intelligence

Pt Charitable Giving Fund

990 • Fiscal year 2016 • EIN 47-2804742

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 14, 2017

11740 San Vicente BlvdLos Angeles, CA 90049

(310) 765-4321

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

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

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.

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

Asset Growth

90th percentile

84%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$31,586

Up $14,441 (+84%) from 2015

Net Assets

Up

$31,586

Up $14,441 (+84%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$75,662

Up $10,684 (+16%) from 2015

Expenses

Up

$61,221

Up $13,388 (+28%) from 2015

Net Income

Down

$14,441

Down $2,704 (-16%) from 2015

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

2016

Assets$31,586
Liabilities$0
Net Assets$31,586

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

2016

Revenue$75,662
Expenses$61,221
Net Income$14,441
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 14, 2017
Return Version
2016v3.0
Gross Receipts
$75,662
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$31,586▲ $14,441
Cash and Non-Interest-Bearing Accounts$2,802$19,968▲ $17,166
Intangible Assets$12,512$11,618▼ $894
Accounts Receivable$1,831$0▼ $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$17,145$31,586▲ $14,441
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,145$31,586▲ $14,441
Total Liabilities and Net Assets / Fund Balance$17,145$31,586▲ $14,441
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
$75,662
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$75,662
Change in Net Assets
$14,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,500
Other Expenses$4,721
Total Fundraising Expense$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,500--$53,500
Grants to Domestic Individuals$3,000--$3,000
Office Expenses$616$616-$1,232
Fees for Services Accounting$572$573-$1,145
Advertising--$1,000$1,000
Depreciation Depletion-$894-$894
Fees for Services Legal$225$225-$450
Total Functional Expenses$57,913$2,308$1,000$61,221
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
La Family HousingNo Hollywood, CA-General$12,500
Educare FoundationVan Nuys, CA-General$6,000
Inner-city ArtsLos Angeles, CA-General$6,000
Pasadena Humane SocietyPasadena, CA-General$6,000
Pasadena Meals on WheelsPasadena, CA-General$6,000
RONALD McDONALD HOUSE PASADENPasadena, CA-General$6,000
Westside Childrens CenterCulver City, 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
3107654321
Address
11740 San Vicente Blvd, Los Angeles, CA 90049

Signing Officer

Name
Richard Stearns
Title
CFO
Signed
2017-02-14
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
10220 Riverside Drive Suite B, Toluca Lake, CA 91602
Preparer
Thomas A Engell
Phone
3235569200
Supplemental Narrative

Additional Explanations

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

Other program services 4: provided funding to inner-city arts in order to empower young people to engage in the crative process in order to shape a society of creative, confident and collaborative individuals other program services 5: provided funding to pasadena hummane society to provide animal care and services for homeless and owned animals in the pasadena community. Phs takes in nearly 12,000 animals each year. Other program services 6: provide funding to pasadena meals on wheels in order to provide affortable, freshly prepared nutritious meals to the homebound unable to cook for themselves like disable, aged, ill or convalescing. Other program services 7: medical services provided to people in need other program services 8: provided funding for the pasadena ronald mcdonald house who provides community supported "home away from home" for families coming into pasadena to seek advanced medical treatment for their critically or terminally ill children. Other program services 9: provided funding for the westside childrens center who provides thousands of at-risk children and their families with critical, high-quality early education programs, family strengthening interventions for families at risk of abusing or neglecting their children, foster care and adoption services, and a range of vital, integrated services, such as disabilities screenings/advocacy, nutrition, parenting classes, counseling, bilingual domestic violence classes, dental and vision screenings, and pediatric health consultations. Our highly-trained and dedicated child development and child welfare experts ensure that each child . Other program services 10: allocation of costs for delivery of program service accomplishments

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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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IRS990/MissionDesc0To 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.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EDUCARE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1INNER-CITY ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LA FAMILY HOUSING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3PASADENA HUMANE SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4PASADENA MEALS ON WHEELS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5RONALD McDONALD HOUSE PASADEN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6WESTSIDE CHILDRENS CENTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt016134 Wyandotte Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1720 Kolher Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt27843 LANKERSHIM BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3361 S Raymond Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt454 N Oakland Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5763 S Pasadena Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt612120 Wagner Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Van Nuys
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Los Angeles
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NO HOLLYWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Pasadena
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Pasadena
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Pasadena
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Culver City
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091403
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd190021
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd291605
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd391105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd491101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd591105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd690230
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt07
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: PROVIDED FUNDING TO INNER-CITY ARTS IN ORDER TO EMPOWER YOUNG PEOPLE TO ENGAGE IN THE CRATIVE PROCESS IN ORDER TO SHAPE A SOCIETY OF CREATIVE, CONFIDENT AND COLLABORATIVE INDIVIDUALS OTHER PROGRAM SERVICES 5: PROVIDED FUNDING TO PASADENA HUMMANE SOCIETY TO PROVIDE ANIMAL CARE AND SERVICES FOR HOMELESS AND OWNED ANIMALS IN THE PASADENA COMMUNITY. PHS TAKES IN NEARLY 12,000 ANIMALS EACH YEAR. OTHER PROGRAM SERVICES 6: PROVIDE FUNDING TO PASADENA MEALS ON WHEELS IN ORDER TO PROVIDE AFFORTABLE, FRESHLY PREPARED NUTRITIOUS MEALS TO THE HOMEBOUND UNABLE TO COOK FOR THEMSELVES LIKE DISABLE, AGED, ILL OR CONVALESCING. OTHER PROGRAM SERVICES 7: MEDICAL SERVICES PROVIDED TO PEOPLE IN NEED OTHER PROGRAM SERVICES 8: PROVIDED FUNDING FOR THE PASADENA RONALD MCDONALD HOUSE WHO PROVIDES COMMUNITY SUPPORTED "HOME AWAY FROM HOME" FOR FAMILIES COMING INTO PASADENA TO SEEK ADVANCED MEDICAL TREATMENT FOR THEIR CRITICALLY OR TERMINALLY ILL CHILDREN. OTHER PROGRAM SERVICES 9: PROVIDED FUNDING FOR THE WESTSIDE CHILDRENS CENTER WHO PROVIDES THOUSANDS OF AT-RISK CHILDREN AND THEIR FAMILIES WITH CRITICAL, HIGH-QUALITY EARLY EDUCATION PROGRAMS, FAMILY STRENGTHENING INTERVENTIONS FOR FAMILIES AT RISK OF ABUSING OR NEGLECTING THEIR CHILDREN, FOSTER CARE AND ADOPTION SERVICES, AND A RANGE OF VITAL, INTEGRATED SERVICES, SUCH AS DISABILITIES SCREENINGS/ADVOCACY, NUTRITION, PARENTING CLASSES, COUNSELING, BILINGUAL DOMESTIC VIOLENCE CLASSES, DENTAL AND VISION SCREENINGS, AND PEDIATRIC HEALTH CONSULTATIONS. OUR HIGHLY-TRAINED AND DEDICATED CHILD DEVELOPMENT AND CHILD WELFARE EXPERTS ENSURE THAT EACH CHILD . OTHER PROGRAM SERVICES 10: ALLOCATION OF COSTS FOR DELIVERY OF PROGRAM SERVICE ACCOMPLISHMENTS
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt017145
IRS990/TotalAssetsEOYAmt031586
IRS990/TotalAssetsGrp/BOYAmt017145
IRS990/TotalAssetsGrp/EOYAmt031586
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt075662
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057913
IRS990/TotalFunctionalExpensesGrp/TotalAmt061221
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031586
IRS990/TotalOtherProgSrvcExpenseAmt033413
IRS990/TotalProgramServiceExpensesAmt057913
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075662
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017145
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt031586
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0http://charitablegiving.thepartnerstrust.com/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Stearns
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pt Charitable Giving Fund
ReturnHeader/Filer/BusinessNameControlTxt0PTCH
ReturnHeader/Filer/EIN0472804742
ReturnHeader/Filer/PhoneNum03107654321
ReturnHeader/Filer/USAddress/AddressLine1Txt011740 San Vicente Blvd
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE ROCHER GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010220 Riverside Drive Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toluca Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091602
ReturnHeader/PreparerPersonGrp/PhoneNum03235569200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas A Engell
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-14T10:39:56-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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