Civic Intelligence

Atkinson Charitable Foundation Tr

990PF • Fiscal year 2022 • EIN 81-6985470

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-4094%

Higher net margin than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-96%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$220,538

Down $27,918 (-11%) from 2021

Net Assets

Down

$220,538

Down $27,918 (-11%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin2nd percentile

Revenue

Down

$682

Down $17,830 (-96%) from 2021

Expenses

Up

$28,600

Up $10,896 (+62%) from 2021

Net Income

Down

-$27,918

Down $28,726 (-3555%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th 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: $0Net Assets 2022: $220,5382022Assets 2023: $195,800Liabilities 2023: $1Net Assets 2023: $195,8002023Assets 2024: $193,621Liabilities 2024: $0Net Assets 2024: $193,6212024

Highlighted filing

2022

Assets$220,538
Liabilities$0
Net Assets$220,538
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$682
Expenses$28,600
Net Income-$27,918
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN ATKINSONTrustee-$0--
JOHN ATKINSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL FUNDPCRIVERSIDE, CA, US$17,000
Paid Grant-GENERAL FUNDPCLOMA LINDA, CA, US$2,000
Paid Grant-GENERAL FUNDPCSAN BERNARDINO, CA, US$1,000
Paid Grant-GENERAL FUNDPCMEMPHIS, TN, US$1,000
Paid Grant-GENERAL FUNDPCDORAL, FL, US$1,000
Paid Grant-GENERAL FUNDPCNEW YORK, NY, US$1,000
Paid Grant-GENERAL FUNDPCTOPEKA, KS, US$500
Paid Grant-GENERAL FUNDPCRIVERSIDE, CA, US$500
Filing and Contact Details

Filer

Filer Name
Atkinson Charitable Foundation Trust
EIN
81-6985470
Phone
9513696295
Address
1524 BELLEFONTAINE DRIVE, RIVERSIDE, CA 92506

Signing Officer

Name
Susan Atkinson
Title
Trustee
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Teaman Ramirez & Smith Inc
Address
4201 Brockton Ave Suite 100, Riverside, CA 92501
Preparer
Richard A Teaman CPA
Phone
9512749500
Raw XML Appendix330 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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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011626
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt022
IRS990PF/DistributableAmountGrp/TotalTaxAmt022
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt022
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09186
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0226869
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03541
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011626
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN ATKINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01524 BELLEFONTAINE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11524 BELLEFONTAINE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RIVERSIDE
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt028600
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt028600
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09513696295
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09513696295
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum19513696295
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2IMMANUEL LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LOMA LINDA UNIVERSITY CHILDRENS HOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ST JUDE CHILDREN'S RESEARCH HOSPITA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5IMMANUEL LUTHERN CHURCH END FUND CM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6GLOBAL EMPOWERMENT MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7UNICEF USA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05500 UNIVERSITY PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 758516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25545 ALESSANDRO BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4501 ST JUDE PLACE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61810 NW 94TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7125 MAIDEN LANE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011604
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067444
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07091
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018309
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016996
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt085770
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068774
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02182
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt28
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02182
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt28
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02182
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN ATKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATKINSON CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ATKI
ReturnHeader/Filer/EIN0816985470
ReturnHeader/Filer/PhoneNum09513696295
ReturnHeader/Filer/USAddress/AddressLine1Txt01524 BELLEFONTAINE DRIVE
ReturnHeader/Filer/USAddress/CityNm0RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092506
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953636462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Teaman Ramirez & Smith Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04201 Brockton Ave Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092501
ReturnHeader/PreparerPersonGrp/PhoneNum09512749500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Teaman CPA
ReturnHeader/ReturnTs02023-11-13T13:02:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ATKINSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,538
Liabilities
$0
Net assets
$220,538
Revenue
$682
Expenses
$28,600
Net income
-$27,918
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