Civic Intelligence

Ona E Murphy and Robert E Murphy Charitable Trust

990PF • Fiscal year 2022 • EIN 77-6198538

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 02, 2023

26465 Carmel Rancho Blvd 4Carmel, CA 93923

(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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

26th percentile

-10.0%

Higher net margin than 26% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

48th percentile

-0.6%

Faster asset growth than 48% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-7.5%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,539,488

Down $16,274 (-0.6%) from 2021

Net Assets

Down

$2,539,488

Down $16,274 (-0.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$163,296

Down $13,280 (-7.5%) from 2021

Expenses

Up

$179,570

Up $14,288 (+8.6%) from 2021

Net Income

Down

-$16,274

Down $27,568 (-244%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$2,539,488
Liabilities$0
Net Assets$2,539,488

Operations Trend

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

2022

Revenue$163,296
Expenses$179,570
Net Income-$16,274
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 2, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY KILZERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ona E Murphy & Robert E Murphy
EIN
77-6198538
Phone
8316247783
Address
26465 CARMEL RANCHO BLVD 4, CARMEL, CA 93923

Signing Officer

Name
Barry Kilzer
Title
Trustee
Phone
8316247783
Signed
2023-10-02

Preparer

Firm
Cal Accounting
Address
26335 CARMEL RANCHO BLVD SUITE 9, CARMEL, CA 93923
Preparer
Christopher Locke
Phone
8312750084
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt08844
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08844
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt08844
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt018865
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018866
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt037731
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03613
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0191577
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0151738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027832
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0179570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0191246
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0163296
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027828
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027832
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt055660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16274
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02539488
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02555762
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02539488
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0120918
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0120918
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0120918
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0123189
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02271
IRS990PF/DistributableAmountGrp/TotalTaxAmt02271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02400
IRS990PF/FMVAssetsEOYAmt02446827
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0174168
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt015799
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015799
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt01770750
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt01872402
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt01872402
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0125
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0610844
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0651162
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0558626
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02505762
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02489488
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02555762
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02539488
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02446827
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02555762
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02539488
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02555762
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02539488
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02501293
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt094983
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0584734
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt037519
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01821576
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0123189
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02463774
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02501293
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARRY KILZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 222211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093922
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0151738
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0151738
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0CHARITABLE ORGANIZATIONS ARE SELECTED ON AN ANNUAL BASIS. EMPHASIS IS PLACED ON SELECTING WORTHY ORGANIZATIONS FOCUSING ON ANIMAL WELFARE, CENTRAL VALLEY, CA AND OTHER ISSUES.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BARRY KILZER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 222211
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARMEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093922
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08316247783
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt530000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt741455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt93000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt103000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt123000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SERVICE DOG TRAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANIMAL SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDES MEALS FOR HOME BOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PUBLIC HEALTH & WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SERVES HOMELESS AND HUNGRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6VETERAN'S SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COMMUNITY GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8WORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PUBLIC HEALTH & WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SUPPORTING AMERICAN TROOPS

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