Civic Intelligence

Atkinson Charitable Foundation Tr

990PF • Fiscal year 2023 • EIN 81-6985470

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

508%

Higher net margin than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$195,800

Down $24,738 (-11%) from 2022

Net Assets

Down

$195,800

Down $24,738 (-11%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,872

Down $5,554 (-814%) from 2022

Expenses

Down

$19,866

Down $8,734 (-31%) from 2022

Net Income

Up

-$24,738

Up $3,180 (+11%) from 2022

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: $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

2023

Assets$195,800
Liabilities$1
Net Assets$195,800
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$4,872
Expenses$19,866
Net Income-$24,738
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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$10,780
Paid Grant-GENERAL FUNDPCLOMA LINDA, CA, US$2,000
Paid Grant-GENERAL FUNDPCMEMPHIS, TN, US$1,000
Paid Grant-GENERAL FUNDPCRIVERSIDE, CA, US$1,000
Paid Grant-GENERAL FUNDPCTOPEKA, KS, US$500
Paid Grant-GENERAL FUNDPCRIVERSIDE, CA, US$500
Paid Grant-GENERAL FUNDPCCLEVELAND, OH, 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
2024-11-07
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 Appendix323 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41524 BELLEFONTAINE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54035 TRAIL CREEK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt68751 BRECKSVILLE ROAD SUITE 150
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RIVERSIDE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492506
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010442
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018309
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018309
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058537
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019402
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07091
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019844
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09402
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt076846
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt067444
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03539
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03539
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03539
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt022
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN ATKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
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/ReturnTs02024-11-07T13:07:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,800
Liabilities
$1
Net assets
$195,800
Revenue
-$4,872
Expenses
$19,866
Net income
-$24,738
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