Civic Intelligence

The Aequilibris Trust

990PF • Fiscal year 2017 • EIN 58-1818879

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
825 Highview AvenueManhattan Beach, CA 90266

(310) 796-4796

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

21st percentile

-5.0%

Faster asset growth than 21% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$501,186

Down $54,292 (-9.8%) from 2015

Net Assets

Down

$501,186

Down $54,292 (-9.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin95th percentile

Revenue

Down

$27,671

Down $496,411 (-95%) from 2015

Expenses

Down

$8,281

Down $51,397 (-86%) from 2015

Net Income

Down

$19,390

Down $445,014 (-96%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$600K$400K$200K$0Assets 2011: $100,529Liabilities 2011: $02011Assets 2012: $156,302Liabilities 2012: $02012Assets 2013: $123,465Liabilities 2013: $02013Assets 2014: $91,074Liabilities 2014: $02014Assets 2015: $555,478Liabilities 2015: $0Net Assets 2015: $555,4782015Assets 2017: $501,186Liabilities 2017: $0Net Assets 2017: $501,1862017Assets 2018: $494,740Liabilities 2018: $0Net Assets 2018: $494,7402018Assets 2019: $493,271Liabilities 2019: $0Net Assets 2019: $493,2712019Assets 2020: $489,937Liabilities 2020: $0Net Assets 2020: $489,9372020Assets 2021: $84,042Liabilities 2021: $0Net Assets 2021: $84,0422021Assets 2022: $77,068Liabilities 2022: $0Net Assets 2022: $77,0682022Assets 2023: $65,176Liabilities 2023: $0Net Assets 2023: $65,1762023Assets 2024: $56,565Liabilities 2024: $0Net Assets 2024: $56,5652024

Highlighted filing

2017

Assets$501,186
Liabilities$0
Net Assets$501,186
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $10,877Expenses 2011: $29,651Net Income 2011: -$18,7742011Revenue 2012: $85,272Expenses 2012: $31,374Net Income 2012: $53,8982012Revenue 2013: $6,437Expenses 2013: $35,662Net Income 2013: -$29,2252013Revenue 2014: $21,423Expenses 2014: $55,814Net Income 2014: -$34,3912014Revenue 2015: $524,082Expenses 2015: $59,678Net Income 2015: $464,4042015Revenue 2017: $27,671Expenses 2017: $8,281Net Income 2017: $19,3902017Revenue 2018: $8,069Expenses 2018: $14,587Net Income 2018: -$6,5182018Revenue 2019: $8,510Expenses 2019: $10,068Net Income 2019: -$1,5582019Revenue 2020: $8,073Expenses 2020: $11,248Net Income 2020: -$3,1752020Revenue 2021: -$72,697Expenses 2021: $17,368Net Income 2021: -$90,0652021Revenue 2022: $7,531Expenses 2022: $14,505Net Income 2022: -$6,9742022Revenue 2023: $8,225Expenses 2023: $20,117Net Income 2023: -$11,8922023Revenue 2024: $8,503Expenses 2024: $17,114Net Income 2024: -$8,6112024

Highlighted filing

2017

Revenue$27,671
Expenses$8,281
Net Income$19,390
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH W SLUTSKYTrustee/Manager-$0--
JACQUELIN GORMANTrustee/Manager-$0--
MICHAEL E WISEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Aequilibris Trust
EIN
58-1818879
Phone
3107964796
Address
825 HIGHVIEW AVENUE, MANHATTAN BEACH, CA 90266

Signing Officer

Name
Kenneth W Slutsky
Title
Trustee/Manager
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
RealTax Advisory Services LLC
Address
901 Manhattan Beach Blvd, Manhattan Beach, CA 90266
Preparer
Joseph Mandelbaum EA CFP
Phone
3105455400
Raw XML Appendix261 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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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022740
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt053515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028285
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0156651
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0172240
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt050393
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0AJE TO CORRECT STARTING BALANCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05000
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH W SLUTSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee/Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AEQUILIBRIS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AEQU
ReturnHeader/Filer/EIN0581818879
ReturnHeader/Filer/PhoneNum03107964796
ReturnHeader/Filer/USAddress/AddressLine1Txt0825 HIGHVIEW AVENUE
ReturnHeader/Filer/USAddress/CityNm0MANHATTAN BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090266
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954793015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RealTax Advisory Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 Manhattan Beach Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manhattan Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090266
ReturnHeader/PreparerPersonGrp/PhoneNum03105455400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Mandelbaum EA CFP
ReturnHeader/ReturnTs02018-05-11T17:47:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$501,186
Liabilities
$0
Net assets
$501,186
Revenue
$27,671
Expenses
$8,281
Net income
$19,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.09$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08$0.20$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.08$0.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.73$0.17$0.90
2020Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.08$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.09$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.08$0.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.28$0.08$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$5.24$0.60$4.64
2014Summary only. Only limited summary data is available for this year.$0.91$0.00$0.21$0.56$0.34
2013Summary only. Only limited summary data is available for this year.$1.23$0.00$0.06$0.36$0.29
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.85$0.31$0.54
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$0.11$0.30$0.19