Civic Intelligence

Pearl Olsen Charitable Trust

EIN 47-6274930 • Huntington Beach, CA

Pub. 78 Eligible
8151 Marsielle DrHuntington Beach, CA 92647
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-185%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$4,100

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2021

Asset Growth

20th percentile

-5.4%

Faster asset growth than 20% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$1,084,992

Down $72,928 (-6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,084,992

Down $72,928 (-6.3%) from 2023

Revenue

Down

$36,215

Down $4,053 (-10%) from 2023

Expenses

Down

$107,506

Down $7,177 (-6.3%) from 2023

Net Income

Up

-$71,291

Up $3,124 (+4.2%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,582,304Liabilities 2014: $02014Assets 2015: $1,501,239Liabilities 2015: $02015Assets 2017: $1,463,329Liabilities 2017: $0Net Assets 2017: $1,463,3292017Assets 2018: $1,516,361Liabilities 2018: $0Net Assets 2018: $1,516,3612018Assets 2019: $1,560,738Liabilities 2019: $0Net Assets 2019: $1,560,7382019Assets 2020: $1,407,295Liabilities 2020: $0Net Assets 2020: $1,407,2952020Assets 2021: $1,371,152Liabilities 2021: $0Net Assets 2021: $1,371,1522021Assets 2022: $1,223,960Liabilities 2022: $0Net Assets 2022: $1,223,9602022Assets 2023: $1,157,920Liabilities 2023: $0Net Assets 2023: $1,157,9202023Assets 2024: $1,084,992Liabilities 2024: $0Net Assets 2024: $1,084,9922024

Highlighted filing

2024

Assets$1,084,992
Liabilities$0
Net Assets$1,084,992

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,741,044Expenses 2014: $14,358Net Income 2014: $1,726,6862014Revenue 2015: $33,124Expenses 2015: $113,999Net Income 2015: -$80,8752015Revenue 2017: $84,137Expenses 2017: $99,841Net Income 2017: -$15,7042017Revenue 2018: $159,197Expenses 2018: $105,984Net Income 2018: $53,2132018Revenue 2019: $137,703Expenses 2019: $93,338Net Income 2019: $44,3652019Revenue 2020: -$49,689Expenses 2020: $103,754Net Income 2020: -$153,4432020Revenue 2021: $79,359Expenses 2021: $110,392Net Income 2021: -$31,0332021Revenue 2022: -$23,623Expenses 2022: $116,884Net Income 2022: -$140,5072022Revenue 2023: $40,268Expenses 2023: $114,683Net Income 2023: -$74,4152023Revenue 2024: $36,215Expenses 2024: $107,506Net Income 2024: -$71,2912024

Highlighted filing

2024

Revenue$36,215
Expenses$107,506
Net Income-$71,291

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 11, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS PETERSONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Pearl Olsen Charitable Trust
EIN
47-6274930
In Care Of
% DENNIS PETERSON
Phone
7142872752
Address
8151 MARSIELLE DR, Huntington Beach, CA 92647

Signing Officer

Name
Dennis Peterson
Title
President
Phone
7142872752
Signed
2025-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Dimery Tax
Address
2102 BUSINESS CTR DR 152, Irvine, CA 92612-1001
Preparer
Soledad Taylor
Phone
9496174283
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70V
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73YNDX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75BMY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76KVUE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79BLK
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt038968
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt038968
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-2753
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt036215
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt036215
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt072430
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02575
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt020795
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt083758
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt083758
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt038968
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt038968
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt038968
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-71291
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03057
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2753
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt020795
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt016408
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt016408
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016408
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016408
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01469
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01469
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01469
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt038968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt018173
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0107506
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt018173
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023748
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023748
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-71291
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01636
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01086628
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01157919
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01084992
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt088323
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt088323
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt088323
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt088612
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0289
IRS990PF/DistributableAmountGrp/TotalTaxAmt0289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt01936950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01041699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01034120
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01886078
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01157919
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0116220
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt050872
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt050872
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01157919
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01084992
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01936950
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01157919
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01084992
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01157919
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01084992
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01740942
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026988
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01772239
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0107506
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0107506
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false

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