Civic Intelligence

Ona E Murphy and Robert E Murphy Charitable Trust

990PF • Fiscal year 2021 • EIN 77-6198538

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 01, 2022

Organization Profile
PO Box 222211Carmel, CA 93922

(831) 624-7783

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

38th percentile

6.4%

Higher net margin than 38% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

0.4%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

22%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,555,762

Up $11,294 (+0.4%) from 2020

Net Assets

Up

$2,555,762

Up $11,294 (+0.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin38th percentile

Revenue

Up

$176,576

Up $31,328 (+22%) from 2020

Expenses

Down

$165,282

Down $2,665 (-1.6%) from 2020

Net Income

Up

$11,294

Up $33,993 (+150%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,659,101Liabilities 2011: $02011Assets 2012: $2,680,214Liabilities 2012: $02012Assets 2013: $2,815,490Liabilities 2013: $02013Assets 2014: $2,731,961Liabilities 2014: $02014Assets 2015: $2,628,326Liabilities 2015: $02015Assets 2017: $2,590,640Liabilities 2017: $0Net Assets 2017: $2,590,6402017Assets 2018: $2,589,199Liabilities 2018: $0Net Assets 2018: $2,589,1992018Assets 2019: $2,567,167Liabilities 2019: $0Net Assets 2019: $2,567,1672019Assets 2020: $2,544,468Liabilities 2020: $0Net Assets 2020: $2,544,4682020Assets 2021: $2,555,762Liabilities 2021: $0Net Assets 2021: $2,555,7622021Assets 2022: $2,539,488Liabilities 2022: $0Net Assets 2022: $2,539,4882022Assets 2023: $2,572,515Liabilities 2023: $0Net Assets 2023: $2,572,5152023Assets 2024: $2,629,708Liabilities 2024: $0Net Assets 2024: $2,629,7082024

Highlighted filing

2021

Assets$2,555,762
Liabilities$0
Net Assets$2,555,762
Open 2021 Filing

Operations Trend

Revenue Growth57th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $378Expenses 2011: $225,686Net Income 2011: -$225,3082011Revenue 2012: $202,044Expenses 2012: $180,931Net Income 2012: $21,1132012Revenue 2013: $319,848Expenses 2013: $184,572Net Income 2013: $135,2762013Revenue 2014: $114,708Expenses 2014: $198,237Net Income 2014: -$83,5292014Revenue 2015: $85,600Expenses 2015: $189,235Net Income 2015: -$103,6352015Revenue 2017: $122,609Expenses 2017: $112,394Net Income 2017: $10,2152017Revenue 2018: $130,881Expenses 2018: $132,322Net Income 2018: -$1,4412018Revenue 2019: $152,145Expenses 2019: $174,177Net Income 2019: -$22,0322019Revenue 2020: $145,248Expenses 2020: $167,947Net Income 2020: -$22,6992020Revenue 2021: $176,576Expenses 2021: $165,282Net Income 2021: $11,2942021Revenue 2022: $163,296Expenses 2022: $179,570Net Income 2022: -$16,2742022Revenue 2023: $196,711Expenses 2023: $163,684Net Income 2023: $33,0272023Revenue 2024: $216,487Expenses 2024: $159,294Net Income 2024: $57,1932024

Highlighted filing

2021

Revenue$176,576
Expenses$165,282
Net Income$11,294
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY KILZERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY FOUNDATION OF SAN JOAQUINCOMMUNITY GRANTS-STOCKTON, CA, US$40,000
Paid GrantPASS THE WORD MINISTRYSERVES HOMELESS AND HUNGRY-MONTEREY, CA, US$30,000
Paid GrantFRIENDS OF SEARCH AND RESCUEPUBLIC HEALTH & WELFARE-GRANTS PASS, OR, US$16,000
Paid GrantWELCOME HOME HEROES FOUNDATIONVETERAN'S SERVICES-TRACY, CA, US$13,000
Paid GrantCANINE ANGELSSERVICE DOG TRAINING-GRANTS PASS, OR, US$6,000
Paid GrantJOSEPHINE COUNTY ANIMAL SHELTERANIMAL SHELTER-GRANTS PASS, OR, US$5,000
Paid GrantBIG SUR HEALTH CENTERMEDICAL CLINIC-BIG SUR, CA, US$2,000
Paid GrantMEALS ON WHEELSPROVIDES MEALS FOR HOME BOUND-PACIFIC GROVE, CA, US$2,000
Paid GrantMONTEREY COUNTY FOOD BANKFOOD BANK-SALINAS, CA, US$2,000
Paid GrantLEGAL SERVICES FOR SENIORSLEGAL SERVICES-SEASIDE, CA, US$2,000
Paid GrantALLIANCE ON AGINGELDER SUPPORT-SALINAS, CA, US$1,000
Paid GrantFIRST CHRISTIAN CHURCHWORSHIP-WATSONVILLE, CA, US$1,000
Paid GrantMONTEREY COUNTY SEARCH & RESCUEPUBLIC HEALTH & WELFARE-SALINAS, CA, US$-2,000
Filing and Contact Details

Filer

Filer Name
Ona E Murphy & Robert E Murphy
EIN
77-6198538
Phone
8316247783
Address
PO BOX 222211, CARMEL, CA 93922

Signing Officer

Name
Barry Kilzer
Title
Trustee
Phone
8316247783
Signed
2022-09-01

Preparer

Firm
Cal Accounting
Address
26335 CARMEL RANCHO BLVD SUITE 9, CARMEL, CA 93923
Preparer
Christopher Locke
Phone
8312750084
Raw XML Appendix397 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14140
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14141
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18281
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2PROVIDENT
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt112575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt112576
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY KILZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08316247783
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONA E MURPHY & ROBERT E MURPHY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ONAE
ReturnHeader/Filer/EIN0776198538
ReturnHeader/Filer/PhoneNum08316247783
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 222211
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093922
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371852224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAL ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026335 CARMEL RANCHO BLVD SUITE 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312750084
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER LOCKE
ReturnHeader/ReturnTs02022-10-05T18:21:49-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KILZER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,555,762
Liabilities
$0
Net assets
$2,555,762
Revenue
$176,576
Expenses
$165,282
Net income
$11,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.22$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.20$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.16$0.18$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.18$0.17$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.15$0.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.15$0.17$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.13$0.13$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.12$0.11$0.01
2015Summary only. Only limited summary data is available for this year.$2.63$0.00$0.09$0.19$0.10
2014Summary only. Only limited summary data is available for this year.$2.73$0.00$0.11$0.20$0.08
2013Summary only. Only limited summary data is available for this year.$2.82$0.00$0.32$0.18$0.14
2012Summary only. Only limited summary data is available for this year.$2.68$0.00$0.20$0.18$0.02
2011Summary only. Only limited summary data is available for this year.$2.66$0.00$0.00$0.23$0.23