Civic Intelligence

Steffi L Morris Charitable Trust Co Mark Eskander Esq

990PF • Fiscal year 2021 • EIN 65-6467580

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 03, 2022

433 N Camden Drive 400Beverly Hills, CA 90210

(310) 273-4166

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.10x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-45%

Higher net margin than 14% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$5,500

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 37.8% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.7%

Faster asset growth than 35% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-49%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$234,516

Down $6,436 (-2.7%) from 2020

Net Assets

Down

$233,048

Down $6,581 (-2.7%) from 2020

Liabilities

Up

$1,468

Up $145 (+11%) from 2020

Revenue

Down

$14,551

Down $14,096 (-49%) from 2020

Expenses

Up

$21,132

Up $1,702 (+8.8%) from 2020

Net Income

Down

-$6,581

Down $15,798 (-171%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$234,516
Liabilities$1,468
Net Assets$233,048

Operations Trend

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

2021

Revenue$14,551
Expenses$21,132
Net Income-$6,581
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 3, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK ESKANDER ESQTrusteePT$5,500-$5,500
Filing and Contact Details

Filer

Filer Name
Steffi L Morris Charitable Trust
EIN
65-6467580
Phone
3102734166
Address
433 N Camden Drive 400, Beverly Hills, CA 90210

Signing Officer

Name
Mark Eskander Esq
Title
Trustee
Signed
2022-08-03
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 Appendix221 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0433 N CAMDEN DR STE 600
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0511
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO TRUSTEE
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TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Mark Eskander ESQ
ReturnHeader/Filer/BusinessNameControlTxt0STEF
ReturnHeader/Filer/EIN0656467580
ReturnHeader/Filer/PhoneNum03102734166
ReturnHeader/Filer/USAddress/AddressLine1Txt0433 N Camden Drive 400
ReturnHeader/Filer/USAddress/CityNm0Beverly Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953979304
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/ReturnTs02022-08-03T14:25:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK ESKANDER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ESQ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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