Civic Intelligence

Marina L Schreyer Charitable Trust

990PF • Fiscal year 2015 • EIN 47-6971498

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 16, 2017

Organization Profile
135 S Calle AltaOrange, CA 92869

(714) 442-3840

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

22nd percentile

0.02x

Higher debt load relative to revenue than 22% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M 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

Balance Sheet
Liabilities / Assets29th percentile

Assets

$12,769,350

No earlier filing loaded for comparison.

Net Assets

$12,569,350

No earlier filing loaded for comparison.

Liabilities

$200,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin98th percentile

Revenue

$13,264,458

No earlier filing loaded for comparison.

Expenses

$695,108

No earlier filing loaded for comparison.

Net Income

$12,569,350

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2015: $12,769,350Liabilities 2015: $200,000Net Assets 2015: $12,569,3502015Assets 2016: $9,462,028Liabilities 2016: $0Net Assets 2016: $9,462,0282016Assets 2017: $9,306,420Liabilities 2017: $922,396Net Assets 2017: $8,384,0242017Assets 2018: $9,468,836Liabilities 2018: $1,321,581Net Assets 2018: $8,147,2552018Assets 2019: $10,281,265Liabilities 2019: $0Net Assets 2019: $10,281,2652019Assets 2020: $10,086,195Liabilities 2020: $0Net Assets 2020: $10,086,1952020Assets 2021: $10,115,690Liabilities 2021: $0Net Assets 2021: $10,115,6902021Assets 2022: $7,326,801Liabilities 2022: $0Net Assets 2022: $7,326,8012022Assets 2023: $6,678,056Liabilities 2023: $0Net Assets 2023: $6,678,0562023Assets 2024: $6,229,588Liabilities 2024: $0Net Assets 2024: $6,229,5882024

Highlighted filing

2015

Assets$12,769,350
Liabilities$200,000
Net Assets$12,569,350
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $13,264,458Expenses 2015: $695,108Net Income 2015: $12,569,3502015Revenue 2016: $452,924Expenses 2016: $582,590Net Income 2016: -$129,6662016Revenue 2017: $404,170Expenses 2017: $901,036Net Income 2017: -$496,8662017Revenue 2018: $357,404Expenses 2018: $891,218Net Income 2018: -$533,8142018Revenue 2019: $456,228Expenses 2019: $628,645Net Income 2019: -$172,4172019Revenue 2020: -$338,261Expenses 2020: $684,762Net Income 2020: -$1,023,0232020Revenue 2021: $772,521Expenses 2021: $332,020Net Income 2021: $440,5012021Revenue 2022: $283,515Expenses 2022: $593,909Net Income 2022: -$310,3942022Revenue 2023: -$49,335Expenses 2023: $599,410Net Income 2023: -$648,7452023Revenue 2024: $218,514Expenses 2024: $666,982Net Income 2024: -$448,4682024

Highlighted filing

2015

Revenue$13,264,458
Expenses$695,108
Net Income$12,569,350
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 16, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J GETZINGERTrustee-$0--
RICHARD KYMTrustee-$0--
GERALD PAGETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marina L Schreyer Charitable Trust
EIN
47-6971498
Address
135 S CALLE ALTA, ORANGE, CA 92869

Signing Officer

Name
Daniel J Getzinger
Title
Trustee
Phone
8583365930
Signed
2017-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Daniel J Getzinger CPA APC
Address
14081 Yorba St Ste 210, TUSTIN, CA 92780
Preparer
Daniel J Getzinger CPA
Phone
7144423840
Raw XML Appendix288 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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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt013462497
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0CASH BROKERAGE ACCOUNT REAL ESTATE AND PERSONAL PROPERTY
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-06-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TRUST ACCOUNT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04500000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRUSTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt155421
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt297990
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3150000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt423800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt510000
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ESTATE OF MARINA L SCHREYER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0135 S CALLE ALTA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ORANGE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092869
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J GETZINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08583365930
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARINA L SCHREYER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0476971498
ReturnHeader/Filer/USAddress/AddressLine1Txt0135 S CALLE ALTA
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092869
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811022332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel J Getzinger CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014081 Yorba St Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum07144423840
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel J Getzinger CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-16T17:40:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,769,350
Liabilities
$200,000
Net assets
$12,569,350
Revenue
$13,264,458
Expenses
$695,108
Net income
$12,569,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.22$0.67$0.45
2023Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.05$0.60$0.65
2022Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.28$0.59$0.31
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.77$0.33$0.44
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.34$0.68$1.02
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.46$0.63$0.17
2018Detailed filing. Detailed filing data is available for this year.$9.47$1.32$8.15$0.36$0.89$0.53
2017Detailed filing. Detailed filing data is available for this year.$9.31$0.92$8.38$0.40$0.90$0.50
2016Detailed filing. Detailed filing data is available for this year.$9.46$0.00$9.46$0.45$0.58$0.13
2015Detailed filing. Detailed filing data is available for this year.$12.8$0.20$12.6$13.3$0.70$12.6