Civic Intelligence

Constance Hartwell Charitable Trust

990PF • Fiscal year 2023 • EIN 68-6251551

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 29, 2025

Organization Profile
3675 Via Mar MonteCarmel, CA 93293

(310) 458-7548

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

9th percentile

-81%

Higher net margin than 9% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$105,719

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

18th percentile

-4.0%

Faster asset growth than 18% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,108,386

Down $416,202 (-4.0%) from 2022

Net Assets

Down

$10,108,386

Down $214,260 (-2.1%) from 2022

Liabilities

Down

$0

Down $201,942 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin9th percentile

Revenue

Up

$516,893

Up $678,143 (+421%) from 2022

Expenses

Up

$933,095

Up $122,381 (+15%) from 2022

Net Income

Up

-$416,202

Up $555,762 (+57%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$15M$10M$5.0M$0Assets 2019: $11,697,370Liabilities 2019: $0Net Assets 2019: $11,697,3702019Assets 2020: $11,228,496Liabilities 2020: $0Net Assets 2020: $11,228,4962020Assets 2021: $11,294,610Liabilities 2021: $0Net Assets 2021: $11,294,6102021Assets 2022: $10,524,588Liabilities 2022: $201,942Net Assets 2022: $10,322,6462022Assets 2023: $10,108,386Liabilities 2023: $0Net Assets 2023: $10,108,3862023Assets 2024: $9,750,155Liabilities 2024: $0Net Assets 2024: $9,750,1552024

Highlighted filing

2023

Assets$10,108,386
Liabilities$0
Net Assets$10,108,386
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $581,047Expenses 2019: $924,209Net Income 2019: -$343,1622019Revenue 2020: $238,019Expenses 2020: $706,893Net Income 2020: -$468,8742020Revenue 2021: $792,612Expenses 2021: $726,498Net Income 2021: $66,1142021Revenue 2022: -$161,250Expenses 2022: $810,714Net Income 2022: -$971,9642022Revenue 2023: $516,893Expenses 2023: $933,095Net Income 2023: -$416,2022023Revenue 2024: $359,198Expenses 2024: $717,429Net Income 2024: -$358,2312024

Highlighted filing

2023

Revenue$516,893
Expenses$933,095
Net Income-$416,202
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 29, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH P FERRYTrusteePT$105,719-$105,719
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PHILANTHROPICNONPROFITSACRAMENTO, CA, US$394,001
Paid Grant-PHILANTHROPICNONPROFITPORTERVILLE, CA, US$192,059
Paid Grant-PHILANTHROPICNONPROFITCATHEDRAL CITY, CA, US$192,059
Filing and Contact Details

Filer

Filer Name
Constance Hartwell Charitable Trust
EIN
68-6251551
Phone
3104587548
Address
3675 VIA MAR MONTE, CARMEL, CA 93293

Signing Officer

Name
Joseph P Ferry
Title
Trustee
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Northpoint Tax Wealth & Business Co
Address
1661 E Chapman Ave Ste 2A, Fullerton, CA 92831
Preparer
Matt Apodaca CPA RFC
Phone
7148704542
Raw XML Appendix321 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01661 E Chapman Ave Ste 2A
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ReturnHeader/ReturnTs02025-04-29T10:26:46-07:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,108,386
Liabilities
$0
Net assets
$10,108,386
Revenue
$516,893
Expenses
$933,095
Net income
-$416,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$0.36$0.72$0.36
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.52$0.93$0.42
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.20$10.3$0.16$0.81$0.97
2021Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.79$0.73$0.07
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.24$0.71$0.47
2019Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.58$0.92$0.34