Civic Intelligence

Bernard L Messinger Family Living Trust Dtd 080582

EIN 77-6032284 • 4947(a)1 • Carmel, CA

Profile

The Trust holds assets for the purpose of distributing the principal to three residual beneficiaries, which are charities. Final distribution requires liquidation of assets.

PO Box QCarmel, CA 93921

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.00x

Higher debt load relative to assets than 91% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.02x

Higher debt load relative to revenue than 93% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

99%

Higher net margin than 94% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2019

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

4947(a)1 • <$500k nonprofits • Source year 2019

Asset Growth

99th percentile

33%

Faster asset growth than 99% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

48%

Faster revenue growth than 72% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$361,905

Up $90,341 (+33%) from 2018

Liabilities

Up

$1,750

Up $1,447 (+478%) from 2018

Net Assets

Up

$360,155

Up $88,894 (+33%) from 2018

Revenue

Up

$89,911

Up $29,264 (+48%) from 2018

Expenses

Up

$1,017

Up $347 (+52%) from 2018

Net Income

Up

$88,894

Up $28,917 (+48%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $5,524Liabilities 2012: $0Net Assets 2012: $5,5242012Assets 2013: $5,396Liabilities 2013: $0Net Assets 2013: $5,3962013Assets 2014: $33,522Liabilities 2014: $0Net Assets 2014: $33,5222014Assets 2015: $82,616Liabilities 2015: $0Net Assets 2015: $82,6162015Assets 2016: $144,158Liabilities 2016: $0Net Assets 2016: $144,1582016Assets 2018: $271,564Liabilities 2018: $303Net Assets 2018: $271,2612018Assets 2019: $361,905Liabilities 2019: $1,750Net Assets 2019: $360,1552019

Highlighted filing

2019

Assets$361,905
Liabilities$1,750
Net Assets$360,155

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2012: $32,3802012Revenue 2013: $33,190Expenses 2013: $33,318Net Income 2013: -$1282013Revenue 2014: $47,417Expenses 2014: $19,291Net Income 2014: $28,1262014Revenue 2015: $56,565Expenses 2015: $7,471Net Income 2015: $49,0942015Revenue 2016: $63,129Expenses 2016: $1,587Net Income 2016: $61,5422016Revenue 2018: $60,647Expenses 2018: $670Net Income 2018: $59,9772018Revenue 2019: $89,911Expenses 2019: $1,017Net Income 2019: $88,8942019

Highlighted filing

2019

Revenue$89,911
Expenses$1,017
Net Income$88,894

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 23, 2020
Return Version
2019v5.0
Gross Receipts
$89,911
Mission and Program Overview

Mission

The Trust holds assets for the purpose of distributing the principal to three residual beneficiaries, which are charities. Final distribution requires liquidation of assets.

Program Services

DescriptionGrantsExpenses
Distributions to the San Francisco Museum of Art--
Distributions to the Illinois Institute of Technology--
Distributions to the School of the Art Institute of Chicago--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard M NystromTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bernard Messinger Family Trust
EIN
77-6032284
Phone
8316261221
Address
PO Box Q, Carmel, CA 93921

Signing Officer

Name
Richard M Nystrom
Title
Trustee
Signed
2020-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Bianchi Kasavan & Pope LLP
Address
1000 Munras Ave Ste 200, Monterey, CA 93940
Preparer
David G Huey
Phone
8313731697
Supplemental Narrative

Additional Explanations

Other Expenses.1

Filing Fees $10

Other Assets.1010

Inventories - Beginning $1692 Inventories - Ending $1692

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $303 Accounts Payable and Accrued Expenses - Ending $1750

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