Civic Intelligence

Rdl Charitable Trust

990PF • Fiscal year 2019 • EIN 81-6572207

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile
30211 Avenida DE Las Banderas 200Rancho Santa Margarita, CA 92688

(949) 888-6655

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

48th percentile

0.14x

Higher debt load relative to revenue than 48% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

10th percentile

-39%

Higher net margin than 10% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

68th percentile

$219,050

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 30.6% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

27th percentile

-1.3%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-52%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$13,504,797

Down $178,331 (-1.3%) from 2018

Net Assets

Down

$13,404,797

Down $278,331 (-2.0%) from 2018

Liabilities

Up

$100,000

Up $100,000 from 2018

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin10th percentile

Revenue

Down

$716,576

Down $773,556 (-52%) from 2018

Expenses

Up

$994,908

Up $157,584 (+19%) from 2018

Net Income

Down

-$278,332

Down $931,140 (-143%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$30M$20M$10M$0Assets 2017: $13,072,953Liabilities 2017: $0Net Assets 2017: $13,072,9532017Assets 2018: $13,683,128Liabilities 2018: $0Net Assets 2018: $13,683,1282018Assets 2019: $13,504,797Liabilities 2019: $100,000Net Assets 2019: $13,404,7972019Assets 2020: $15,013,775Liabilities 2020: $1Net Assets 2020: $15,013,7752020Assets 2021: $15,745,665Liabilities 2021: $1Net Assets 2021: $15,745,6652021Assets 2022: $12,427,411Liabilities 2022: $5,925Net Assets 2022: $12,421,4862022Assets 2023: $23,092,421Liabilities 2023: $9,086Net Assets 2023: $23,083,3352023Assets 2024: $23,990,685Liabilities 2024: $169,835Net Assets 2024: $23,820,8502024

Highlighted filing

2019

Assets$13,504,797
Liabilities$100,000
Net Assets$13,404,797
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$30M$20M$10M$0-$10MRevenue 2017: $1,773,693Expenses 2017: $297,668Net Income 2017: $1,476,0252017Revenue 2018: $1,490,132Expenses 2018: $837,324Net Income 2018: $652,8082018Revenue 2019: $716,576Expenses 2019: $994,908Net Income 2019: -$278,3322019Revenue 2020: $139,455Expenses 2020: $966,101Net Income 2020: -$826,6462020Revenue 2021: $1,086,056Expenses 2021: $857,304Net Income 2021: $228,7522021Revenue 2022: $199,299Expenses 2022: $1,055,108Net Income 2022: -$855,8092022Revenue 2023: $20,732,025Expenses 2023: $1,377,080Net Income 2023: $19,354,9452023Revenue 2024: $1,325,073Expenses 2024: $1,623,870Net Income 2024: -$298,7972024

Highlighted filing

2019

Revenue$716,576
Expenses$994,908
Net Income-$278,332
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANIA M LOWENTHALTrusteePT$191,000$28,050$219,050
Filing and Contact Details

Filer

Filer Name
Rdl Charitable Trust
EIN
81-6572207
Phone
9498886655
Address
30211 AVENIDA DE LAS BANDERAS 200, RANCHO SANTA MARGARITA, CA 92688

Signing Officer

Name
Ania Lowenthal
Title
Trustee
Phone
9498886655
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Raimondo Pettit Group
Address
21515 HAWTHORNE BL 1250, TORRANCE, CA 90503-6583
Preparer
Erin S Fukuto CPA
Phone
3105405990
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06000
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART I, LINE 16B
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0RELATED PARTY TRANSACTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING THE YEAR ENDED DECEMBER 31, 2019, THE FOUNDATION INCURRED $30,000 IN EXPENSES PAID TO DAVID LOWENTHAL, SPOUSE OF ANIA LOWENTHAL. DAVID WAS PAID FOR SITE VISITS, MEETING WITH CHARITIES, AND WEBSITE DEVELOPMENT AND HOSTING.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCRUED INCOME
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC 195 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CENTURYLINK INC 1395 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CHUBB LTD 71 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CITIGROUP INC 408 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CITIZENS FINANCIAL GROUP COM 633 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DEERE & COMPANY 148 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43DELAWARE EMERGING MARKETS-1 1952 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DOLLAR TREE INC 198 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DUPONT DE NEMOURS INC 475 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DUPONT DE NEMOURS INC 566 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EMERSON ELECTRIC CO 507 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63IQVIA HOLDINGS INC 624 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66JOHCM INTL SLCT FD 10333 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67JPMORGAN CHASE & CO 1500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68JPMORGAN CHASE & CO 202 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72LENNAR CORP 511 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LIBERTY BROADBAND CO 547 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75LOWES COMPANIES INC 842 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LYFT INC 654 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MARTIN MARIETTA MATR 163 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MARVELL TECHNOLOGY GROUP LTD 507 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MASCO CORP 438 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MASTERCARD INC 528 SHS
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,504,797
Liabilities
$100,000
Net assets
$13,404,797
Revenue
$716,576
Expenses
$994,908
Net income
-$278,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.0$0.17$23.8$1.33$1.62$0.30
2023Detailed filing. Detailed filing data is available for this year.$23.1$0.01$23.1$20.7$1.38$19.4
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.01$12.4$0.20$1.06$0.86
2021Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.09$0.86$0.23
2020Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.14$0.97$0.83
2019Detailed filing. Detailed filing data is available for this year.$13.5$0.10$13.4$0.72$0.99$0.28
2018Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.49$0.84$0.65
2017Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.77$0.30$1.48