Civic Intelligence

Charlotte Rashmi-Graff Charitable Trust

990PF • Fiscal year 2021 • EIN 82-6661139

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profile
78649 Platinum DrivePalm Desert, CA 92211

(760) 568-2242

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

55th percentile

17%

Higher net margin than 55% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

37th percentile

$28,944

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

29th percentile

1.2%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

96%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,702,914

Up $81,273 (+1.2%) from 2020

Net Assets

Up

$6,702,914

Up $81,273 (+1.2%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin55th percentile

Revenue

Up

$530,415

Up $260,164 (+96%) from 2020

Expenses

Up

$440,314

Up $251,079 (+133%) from 2020

Net Income

Up

$90,101

Up $9,085 (+11%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $6,781,844Liabilities 2019: $02019Assets 2020: $6,621,641Liabilities 2020: $1Net Assets 2020: $6,621,6412020Assets 2021: $6,702,914Liabilities 2021: $0Net Assets 2021: $6,702,9142021Assets 2022: $6,307,771Liabilities 2022: $1Net Assets 2022: $6,307,7712022Assets 2023: $6,070,666Liabilities 2023: $1Net Assets 2023: $6,070,6662023Assets 2024: $6,042,360Liabilities 2024: $2,875Net Assets 2024: $6,039,4852024

Highlighted filing

2021

Assets$6,702,914
Liabilities$0
Net Assets$6,702,914
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.0M$500K$0-$500KRevenue 2019: $309,121Expenses 2019: $400,516Net Income 2019: -$91,3952019Revenue 2020: $270,251Expenses 2020: $189,235Net Income 2020: $81,0162020Revenue 2021: $530,415Expenses 2021: $440,314Net Income 2021: $90,1012021Revenue 2022: $78,926Expenses 2022: $482,207Net Income 2022: -$403,2812022Revenue 2023: $163,021Expenses 2023: $400,126Net Income 2023: -$237,1052023Revenue 2024: $319,860Expenses 2024: $498,509Net Income 2024: -$178,6492024

Highlighted filing

2021

Revenue$530,415
Expenses$440,314
Net Income$90,101
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clifton G LambTrustee-$28,944-$28,944
Margaret ClaggettDirector-$1,000-$1,000
Dana TarnowDirector-$1,000-$1,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Paid Grant-CharitablePCPalm Desert, CA, US$30,713
Filing and Contact Details

Filer

Filer Name
Charlotte Rashmi-Graff Charitable Trust
EIN
82-6661139
Address
78649 Platinum Drive, Palm Desert, CA 92211

Signing Officer

Name
Clifton G Lamb
Title
Trustee
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Lund & Guttry LLP
Address
36917 Cook Street Ste 102, Palm Desert, CA 92211
Preparer
Keith H Lyrla
Phone
7605682242
Raw XML Appendix332 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/RecipientPersonNm6Amer Center for Law Justice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7St Michael's Media
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Catholic League for Religion Civil
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt878649 Platinum Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt978649 Platinum Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1078649 Platinum Dr
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0337849
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0402288
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0337849
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05568
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt08828
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0To balance tax basis balance sheet
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Misc Exp
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0450
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt048884
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt048884
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Clifton G Lamb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charlotte Rashmi-Graff Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0826661139
ReturnHeader/Filer/USAddress/AddressLine1Txt078649 Platinum Drive
ReturnHeader/Filer/USAddress/CityNm0Palm Desert
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952101327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lund & Guttry LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036917 Cook Street Ste 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Desert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092211
ReturnHeader/PreparerPersonGrp/PhoneNum07605682242
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith H Lyrla
ReturnHeader/ReturnTs02022-05-16T15:45:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Clifton G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lamb
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,702,914
Liabilities
$0
Net assets
$6,702,914
Revenue
$530,415
Expenses
$440,314
Net income
$90,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.32$0.50$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.16$0.40$0.24
2022Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.08$0.48$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.53$0.44$0.09
2020Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.27$0.19$0.08
2019Summary only. Only limited summary data is available for this year.$6.78$0.00$0.31$0.40$0.09