Civic Intelligence

Ona E Murphy and Robert E Murphy Charitable Trust

990PF • Fiscal year 2024 • EIN 77-6198538

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 25, 2025

Organization Profile
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

30th percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

2.2%

Faster asset growth than 46% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

10%

Faster revenue growth than 52% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,629,708

Up $57,193 (+2.2%) from 2023

Net Assets

Up

$2,629,708

Up $57,193 (+2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin75th percentile

Revenue

Up

$216,487

Up $19,776 (+10%) from 2023

Expenses

Down

$159,294

Down $4,390 (-2.7%) from 2023

Net Income

Up

$57,193

Up $24,166 (+73%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2024

Assets$2,629,708
Liabilities$0
Net Assets$2,629,708
Open 2024 Filing

Operations Trend

Revenue Growth52nd 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

2024

Revenue$216,487
Expenses$159,294
Net Income$57,193
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 25, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay74th percentile

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
2025-09-25

Preparer

Firm
Cal Accounting Pc
Address
26335 CARMEL RANCHO BLVD SUITE 9, CARMEL, CA 93923
Preparer
Christopher Locke
Phone
8312750084
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd82AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd83AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd84AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd85AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd86AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd87AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd88AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd89AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd90AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd91AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd92AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt025715
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt04323
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0186400
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SCHWAB & CO(LITIGATION-MERG
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt049
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0216487
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0216487
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01032
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01033
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02065
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0212164
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0116513
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0116513
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt025715
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025715
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025715
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt057193
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0502811
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0186400
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0186289
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0186400
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04323
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0190628
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt019093
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038193
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01237
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01238
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0212164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0137898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0159294
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0212021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0216487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021385
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021393
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt042781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt057193
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02629708
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02572515
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02629708
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0120720
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0120720
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0120720
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0123370
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02650
IRS990PF/DistributableAmountGrp/TotalTaxAmt02650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02400
IRS990PF/FMVAssetsEOYAmt02526481
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt025141
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017515
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017515
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt02022408
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt02093831
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt02093831
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02256
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01683
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0125
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0522710
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0516679
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0415010
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02522515
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02579708
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02572515
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02629708
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02526481
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02572515
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02629708
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02572515
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02629708
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02504979
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021328
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0424341
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt037575
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02059310
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0123370
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02467404
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02504979
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/ExpensesAndContributionsAmt0137898
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0137898
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

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,629,708
Liabilities
$0
Net assets
$2,629,708
Revenue
$216,487
Expenses
$159,294
Net income
$57,193
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