The Aequilibris Trust

990PF • Fiscal year 2018 • EIN 58-1818879

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

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.

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

-81%

Higher net margin than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

-1.3%

Faster asset growth than 44% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

-71%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$494,740

Down $6,446 (-1.3%) from 2017

Net Assets

Down

$494,740

Down $6,446 (-1.3%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin7th percentile

Revenue

Down

$8,069

Down $19,602 (-71%) from 2017

Expenses

$14,587

Up $6,306 (+76%) from 2017

Net Income

Down

-$6,518

Down $25,908 (-134%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

Highlighted filing

2018

Assets$494,740

Liabilities$0

Net Assets$494,740

Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

Highlighted filing

2018

Revenue$8,069

Expenses$14,587

Net Income-$6,518

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 2, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KENNETH W SLUTSKY	Trustee/Manager	-	$0	-	-
JACQUELIN GORMAN	Trustee/Manager	-	$0	-	-
MICHAEL E WISE	Director	-	$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: 2019-05-02
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

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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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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	291406
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	KENNETH W SLUTSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JACQUELIN GORMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	MICHAEL E WISE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee/Manager
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Director
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	NEW LEASH ON LIFE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	1150 S OLIVE ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	NARBERTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	78724
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	85255
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	19072
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	90015
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	12500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	12500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	14292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	37365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	22740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	53515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	28285
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	26493
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	113620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	37365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	22740
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	53515
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	12500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	140113
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	141905
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	339
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	550
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	339
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	550
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	550
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	72
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	AJE TO CORRECT STARTING BALANCE
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	28
TaxesSchedule/TaxesDetail/Amt	0	28
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	28
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KENNETH W SLUTSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee/Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE AEQUILIBRIS TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	AEQU
ReturnHeader/Filer/EIN	0	581818879
ReturnHeader/Filer/PhoneNum	0	3107964796
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	825 HIGHVIEW AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	MANHATTAN BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90266
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	954793015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	RealTax Advisory Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	901 Manhattan Beach Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Manhattan Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	90266
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3105455400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Joseph Mandelbaum EA CFP
ReturnHeader/ReturnTs	0	2019-05-02T15:14:43-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $494,740
Liabilities: $0
Net assets: $494,740
Revenue: $8,069
Expenses: $14,587
Net income: -$6,518

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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