Civic Intelligence

The Edwards Charitable Foundation Trust

990PF • Fiscal year 2017 • EIN 81-7086863

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 11, 2018

Organization Profile
13935 Hilldale RoadValley Center, CA 92082

(760) 855-5805

Siviq Scores

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

Liabilities / Assets

86th percentile

0.26x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.26x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

$154,941

No earlier filing loaded for comparison.

Net Assets

$115,177

No earlier filing loaded for comparison.

Liabilities

$39,764

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin96th percentile

Revenue

$152,894

No earlier filing loaded for comparison.

Expenses

$37,717

No earlier filing loaded for comparison.

Net Income

$115,177

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2017: $154,941Liabilities 2017: $39,764Net Assets 2017: $115,1772017Assets 2018: $225,016Liabilities 2018: $39,764Net Assets 2018: $185,2522018Assets 2019: $343,991Liabilities 2019: $1Net Assets 2019: $343,9912019Assets 2020: $339,548Liabilities 2020: $1Net Assets 2020: $339,5482020Assets 2021: $591,858Liabilities 2021: $1Net Assets 2021: $591,8582021Assets 2022: $4,432Liabilities 2022: $1Net Assets 2022: $4,4322022Assets 2023: $550,080Liabilities 2023: $1Net Assets 2023: $550,0802023Assets 2024: $581,217Liabilities 2024: $0Net Assets 2024: $581,2172024

Highlighted filing

2017

Assets$154,941
Liabilities$39,764
Net Assets$115,177
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $152,894Expenses 2017: $37,717Net Income 2017: $115,1772017Revenue 2018: $108,320Expenses 2018: $22,746Net Income 2018: $85,5742018Revenue 2019: $154,287Expenses 2019: $18,319Net Income 2019: $135,9682019Revenue 2020: $14,800Expenses 2020: $13,657Net Income 2020: $1,1432020Revenue 2021: $22,864Expenses 2021: $17,470Net Income 2021: $5,3942021Revenue 2022: -$9,851Expenses 2022: $19,182Net Income 2022: -$29,0332022Revenue 2023: $1Expenses 2023: $24,144Net Income 2023: -$24,1432023Revenue 2024: $62,481Expenses 2024: $31,344Net Income 2024: $31,1372024

Highlighted filing

2017

Revenue$152,894
Expenses$37,717
Net Income$115,177
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R EDWARDSCo-Found Ttee-$0--
MARIE ANN BECKCo-Found Ttee-$0--
Filing and Contact Details

Filer

Filer Name
The Edwards Charitable Foundation Trust
EIN
81-7086863
Phone
7608555805
Address
13935 HILLDALE ROAD, VALLEY CENTER, CA 92082

Signing Officer

Name
James R Edwards
Title
Co-found Ttee
Signed
2018-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
7676 Hazard Center Drive Suite 1150, San Diego, CA 92108
Preparer
David Thompson CPA
Phone
6198496500
Raw XML Appendix265 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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application Form available on-line
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE EDWARDS CHARITABLE FOUNDATION T
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The Edwards Charitable Foundation Trust may provide preference for Charitable organizations having Charitable Purposes that generally benefit the geographic area of the State of Montana, and particularly Lake County and the surrounding areas thereto, including support of the following specific causes:{1) Programs in support of the following causes:{i) River and/or lake enhancement, fish and wildlife conservation, and environmental conservation;{ii) Child, women and/or family abuse prevention and education;(iii) Assistance to active and non-active military and their families;(iv) Assistance to persons with mental or physical special needs including persons born with disabilities and military veterans with acquired disabilities; {v) Youth education and/or youth sports (including equipment and fields); and {vi) Financial scholarships for persons in financial need to attend college, university and/or a trade school.(2) Support for the following charitable entities:{i) Local libraries;{ii)
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEE PAID WITH FORM 1023
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1260
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0131
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TaxesSchedule/TaxesDetail/Amt019
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-FOUND TTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDWARDS CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0817086863
ReturnHeader/Filer/PhoneNum07608555805
ReturnHeader/Filer/USAddress/AddressLine1Txt013935 HILLDALE ROAD
ReturnHeader/Filer/USAddress/CityNm0VALLEY CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092082
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0950858589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hutchinson and Bloodgood LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07676 Hazard Center Drive Suite 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06198496500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Thompson CPA
ReturnHeader/ReturnTs02018-09-11T10:34:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,941
Liabilities
$39,764
Net assets
$115,177
Revenue
$152,894
Expenses
$37,717
Net income
$115,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.62$0.31$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.00$0.24$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.10$0.19$0.29
2021Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.23$0.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.15$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$1.54$0.18$1.36
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.40$1.85$1.08$0.23$0.86
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.40$1.15$1.53$0.38$1.15