Civic Intelligence

Steffi L Morris Charitable Trust Co Mark Eskander Esq

990PF • Fiscal year 2015 • EIN 65-6467580

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 28, 2016

Organization Profile
433 N Camden DriveBeverly Hills, CA 90210

(310) 273-4166

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

6th percentile

-129%

Higher net margin than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$2,690

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 45.8% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

37th percentile

-3.9%

Faster asset growth than 37% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

-3.8%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$182,510

Down $7,426 (-3.9%) from 2014

Net Assets

Down

$181,813

Down $7,570 (-4.0%) from 2014

Liabilities

Up

$697

Up $144 (+26%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin6th percentile

Revenue

Down

$5,867

Down $231 (-3.8%) from 2014

Expenses

Down

$13,437

Down $616 (-4.4%) from 2014

Net Income

Up

-$7,570

Up $385 (+4.8%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$300K$200K$100K$0Assets 2011: $216,291Liabilities 2011: $140Net Assets 2011: $216,1512011Assets 2012: $207,987Liabilities 2012: $557Net Assets 2012: $207,4302012Assets 2013: $197,762Liabilities 2013: $424Net Assets 2013: $197,3382013Assets 2014: $189,936Liabilities 2014: $553Net Assets 2014: $189,3832014Assets 2015: $182,510Liabilities 2015: $697Net Assets 2015: $181,8132015Assets 2016: $175,369Liabilities 2016: $732Net Assets 2016: $174,6372016Assets 2017: $166,090Liabilities 2017: $851Net Assets 2017: $165,2392017Assets 2018: $207,426Liabilities 2018: $955Net Assets 2018: $206,4712018Assets 2019: $231,509Liabilities 2019: $1,097Net Assets 2019: $230,4122019Assets 2020: $240,952Liabilities 2020: $1,323Net Assets 2020: $239,6292020Assets 2021: $234,516Liabilities 2021: $1,468Net Assets 2021: $233,0482021Assets 2022: $227,406Liabilities 2022: $1,468Net Assets 2022: $225,9382022Assets 2023: $223,407Liabilities 2023: $1,621Net Assets 2023: $221,7862023Assets 2024: $226,538Liabilities 2024: $1,621Net Assets 2024: $224,9172024

Highlighted filing

2015

Assets$182,510
Liabilities$697
Net Assets$181,813
Open 2015 Filing

Operations Trend

Revenue Growth42nd percentile

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

$60K$40K$20K$0-$20KExpenses 2011: $15,0902011Expenses 2012: $13,1512012Revenue 2013: $4,210Expenses 2013: $14,302Net Income 2013: -$10,0922013Revenue 2014: $6,098Expenses 2014: $14,053Net Income 2014: -$7,9552014Revenue 2015: $5,867Expenses 2015: $13,437Net Income 2015: -$7,5702015Revenue 2016: $5,451Expenses 2016: $12,627Net Income 2016: -$7,1762016Revenue 2017: $4,768Expenses 2017: $14,166Net Income 2017: -$9,3982017Revenue 2018: $55,471Expenses 2018: $14,239Net Income 2018: $41,2322018Revenue 2019: $40,648Expenses 2019: $16,707Net Income 2019: $23,9412019Revenue 2020: $28,647Expenses 2020: $19,430Net Income 2020: $9,2172020Revenue 2021: $14,551Expenses 2021: $21,132Net Income 2021: -$6,5812021Revenue 2022: $9,297Expenses 2022: $16,407Net Income 2022: -$7,1102022Revenue 2023: $9,849Expenses 2023: $14,001Net Income 2023: -$4,1522023Revenue 2024: $17,904Expenses 2024: $14,773Net Income 2024: $3,1312024

Highlighted filing

2015

Revenue$5,867
Expenses$13,437
Net Income-$7,570
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 28, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK ESKANDER ESQTrusteePT$2,690-$2,690
Filing and Contact Details

Filer

Filer Name
Steffi L Morris Charitable Trust
EIN
65-6467580
Phone
3102734166
Address
433 N Camden Drive, Beverly Hills, CA 90210

Signing Officer

Name
Mark Eskander Esq
Title
Trustee
Signed
2016-06-28
Discuss with paid preparer
Yes

Preparer

Firm
EPaul Brodsky CPA Accty Corp
Address
2710 W Burbank Blvd, Burbank, CA 91505
Preparer
E Paul Brodsky CPA
Phone
8188415451
Raw XML Appendix230 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0170348
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028923
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0141425
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02555
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08390
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0167793
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0433 N CAMDEN DR STE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEVERLY HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090210
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08965
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08965
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08965
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DIVIDEND INCOME FROM MUTUAL FUNDS AND STOCKS HELD BY THE FOUNDATION PROVIDE A RELIABLE AND STEADY STREAM OF INCOME THAT IS USED TO SUPPORT AND AID THE FOUNDATION'S CHARITABLE EFFORTS.
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0433 N CAMDEN DR STE600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEVERLY HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARK ESKANDER ESQ
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102734166
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESCUE AND REHABILITATION OF HORSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIEF TO CHILDREN SUFFERING FROM POVERTY AND HOMELESSNESS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 862375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKE VIEW TERRACE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08273
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08273
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0298
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0196
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0298
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0552
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO TRUSTEE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0697
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2135
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FTB
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt042
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK ESKANDER ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Steffi L Morris Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Mark Eskander ESQ
ReturnHeader/Filer/BusinessNameControlTxt0STEF
ReturnHeader/Filer/EIN0656467580
ReturnHeader/Filer/PhoneNum03102734166
ReturnHeader/Filer/USAddress/AddressLine1Txt0433 N Camden Drive
ReturnHeader/Filer/USAddress/CityNm0Beverly Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EPaul Brodsky CPA Accty Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02710 W Burbank Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burbank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091505
ReturnHeader/PreparerPersonGrp/PhoneNum08188415451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E Paul Brodsky CPA
ReturnHeader/ReturnTs02016-06-29T09:31:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$182,510
Liabilities
$697
Net assets
$181,813
Revenue
$5,867
Expenses
$13,437
Net income
-$7,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.02$2.25$0.18$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.23$0.02$2.22$0.10$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.01$2.26$0.09$0.16$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.35$0.01$2.33$0.15$0.21$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.01$2.40$0.29$0.19$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.30$0.41$0.17$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.01$2.06$0.55$0.14$0.41
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.01$1.65$0.05$0.14$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.75$0.05$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.01$1.82$0.06$0.13$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.01$1.89$0.06$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.97$0.04$0.14$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.07$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.15