Civic Intelligence

Bialis Charitable Trust

990PF • Fiscal year 2014 • EIN 77-0472102

Jul 01, 2013 to Jun 30, 2014

Santa Barbara, CA
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

3rd percentile

-194%

Higher net margin than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

25th percentile

-3.1%

Faster asset growth than 25% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-52%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$4,859,608

Down $156,266 (-3.1%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$80,591

Down $88,959 (-52%) from 2013

Expenses

Up

$236,857

Up $150,973 (+176%) from 2013

Net Income

Down

-$156,266

Down $239,932 (-287%) from 2013

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,203,211Liabilities 2011: $02011Assets 2012: $1,267,752Liabilities 2012: $02012Assets 2013: $5,015,874Liabilities 2013: $02013Assets 2014: $4,859,608Liabilities 2014: $02014Assets 2015: $4,710,228Liabilities 2015: $02015Assets 2018: $4,499,868Liabilities 2018: $0Net Assets 2018: $4,499,8682018Assets 2019: $4,363,740Liabilities 2019: $0Net Assets 2019: $4,363,7402019Assets 2020: $4,310,332Liabilities 2020: $0Net Assets 2020: $4,310,3322020Assets 2021: $4,492,415Liabilities 2021: $0Net Assets 2021: $4,492,4152021Assets 2022: $6,047,183Liabilities 2022: $0Net Assets 2022: $6,047,1832022Assets 2023: $4,777,598Liabilities 2023: $0Net Assets 2023: $4,777,5982023Assets 2024: $4,779,338Liabilities 2024: $0Net Assets 2024: $4,779,3382024Assets 2025: $5,396,833Liabilities 2025: $0Net Assets 2025: $5,396,8332025

Highlighted filing

2014

Assets$4,859,608
Liabilities$0
Net Assets-

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $259,727Expenses 2011: $43,420Net Income 2011: $216,3072011Revenue 2012: $119,762Expenses 2012: $55,221Net Income 2012: $64,5412012Revenue 2013: $169,550Expenses 2013: $85,884Net Income 2013: $83,6662013Revenue 2014: $80,591Expenses 2014: $236,857Net Income 2014: -$156,2662014Revenue 2015: $160,781Expenses 2015: $270,743Net Income 2015: -$109,9622015Revenue 2018: $107,667Expenses 2018: $229,506Net Income 2018: -$121,8392018Revenue 2019: $102,861Expenses 2019: $238,989Net Income 2019: -$136,1282019Revenue 2020: $218,070Expenses 2020: $271,478Net Income 2020: -$53,4082020Revenue 2021: $512,733Expenses 2021: $330,650Net Income 2021: $182,0832021Revenue 2022: $1,851,485Expenses 2022: $296,717Net Income 2022: $1,554,7682022Revenue 2023: $203,845Expenses 2023: $1,473,430Net Income 2023: -$1,269,5852023Revenue 2024: $281,898Expenses 2024: $280,158Net Income 2024: $1,7402024Revenue 2025: $848,320Expenses 2025: $295,282Net Income 2025: $553,0382025

Highlighted filing

2014

Revenue$80,591
Expenses$236,857
Net Income-$156,266
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jul 1, 2013 to Jun 30, 2014

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