Civic Intelligence

Atkinson Charitable Foundation Tr

990PF • Fiscal year 2021 • EIN 81-6985470

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 18, 2022

Organization Profile
1524 Bellefontaine DriveRiverside, CA 92506

(951) 369-6295

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

44th percentile

4.4%

Higher net margin than 44% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

4.5%

Faster asset growth than 51% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

375%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$248,456

Up $10,635 (+4.5%) from 2020

Net Assets

Up

$248,456

Up $10,635 (+4.5%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin44th percentile

Revenue

Up

$18,512

Up $14,617 (+375%) from 2020

Expenses

Down

$17,704

Down $14,747 (-45%) from 2020

Net Income

Up

$808

Up $29,364 (+103%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$300K$200K$100K$0Assets 2019: $281,651Liabilities 2019: $02019Assets 2020: $237,821Liabilities 2020: $1Net Assets 2020: $237,8212020Assets 2021: $248,456Liabilities 2021: $1Net Assets 2021: $248,4562021Assets 2022: $220,538Liabilities 2022: $1Net Assets 2022: $220,5382022Assets 2023: $195,800Liabilities 2023: $1Net Assets 2023: $195,8002023Assets 2024: $193,621Liabilities 2024: $0Net Assets 2024: $193,6212024

Highlighted filing

2021

Assets$248,456
Liabilities$1
Net Assets$248,456
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$40K$20K$0-$20K-$40KRevenue 2019: $29,185Expenses 2019: $7,091Net Income 2019: $22,0942019Revenue 2020: $3,895Expenses 2020: $32,451Net Income 2020: -$28,5562020Revenue 2021: $18,512Expenses 2021: $17,704Net Income 2021: $8082021Revenue 2022: $682Expenses 2022: $28,600Net Income 2022: -$27,9182022Revenue 2023: -$4,872Expenses 2023: $19,866Net Income 2023: -$24,7382023Revenue 2024: $18,685Expenses 2024: $20,864Net Income 2024: -$2,1792024

Highlighted filing

2021

Revenue$18,512
Expenses$17,704
Net Income$808
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 18, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ATKINSONTrustee-$0--
SUSAN ATKINSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Atkinson Charitable Foundation Trust
EIN
81-6985470
In Care Of
% SUSAN ATKINSON
Phone
9513696295
Address
1524 BELLEFONTAINE DRIVE, RIVERSIDE, CA 92506

Signing Officer

Name
Susan Atkinson
Title
Trustee
Phone
9513696295
Signed
2022-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Dennis M Sandoval
Address
3233 ARLINGTON AVE 105, RIVERSIDE, CA 92506
Preparer
Dennis M Sandoval
Phone
9517877711
Raw XML Appendix274 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01300
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01300
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g3 and
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year.
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05688
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012236
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0178
IRS990PF/DistributableAmountGrp/TotalTaxAmt0178
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0178
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0243456
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03727
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012236
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.13
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN ATKINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN ATKINSON
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY4Yr02016
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SUSAN ATKINSON
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt068774
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07091
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018326
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt043726
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017704
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05646
IRS990PF/UndistributedIncomeGrp/Taxable1Amt043726
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078899
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073253
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt043726
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09827
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04404
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04404
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04404
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN ATKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09513696295
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATKINSON CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ATKI
ReturnHeader/Filer/EIN0816985470
ReturnHeader/Filer/InCareOfNm0% SUSAN ATKINSON
ReturnHeader/Filer/PhoneNum09513696295
ReturnHeader/Filer/USAddress/AddressLine1Txt01524 BELLEFONTAINE DRIVE
ReturnHeader/Filer/USAddress/CityNm0RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092506
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENNIS M SANDOVAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03233 ARLINGTON AVE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIVERSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092506
ReturnHeader/PreparerPersonGrp/PhoneNum09517877711
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS M SANDOVAL
ReturnHeader/ReturnTs02022-04-18T04:29:22-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ATKINSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$248,456
Liabilities
$1
Net assets
$248,456
Revenue
$18,512
Expenses
$17,704
Net income
$808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.19$0.21$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.05$0.20$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.01$0.29$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.19$0.18$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.04$0.32$0.29
2019Summary only. Only limited summary data is available for this year.$2.82$0.00$0.29$0.07$0.22