Civic Intelligence

Charlotte Rashmi-Graff Charitable Trust

990PF • Fiscal year 2019 • EIN 82-6661139

Oct 01, 2018 to Sep 30, 2019

Palm Desert, CA
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

$6,781,844

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$309,121

No earlier filing loaded for comparison.

Expenses

$400,516

No earlier filing loaded for comparison.

Net Income

-$91,395

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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: $1Net 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

2019

Assets$6,781,844
Liabilities$0
Net Assets-

Operations Trend

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

2019

Revenue$309,121
Expenses$400,516
Net Income-$91,395
Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019

Document Assets

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