Civic Intelligence

Charitable Share Created Under The

EIN 83-6614733 • San Diego, CA

15103 Lincoln LoopSan Diego, CA 92127
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

9th percentile

-168%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-9.1%

Faster asset growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

255%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$456,209

Down $45,435 (-9.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$456,209

Down $45,435 (-9.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin9th percentile

Revenue

Up

$27,464

Up $19,717 (+255%) from 2023

Expenses

Up

$73,583

Up $24,446 (+50%) from 2023

Net Income

Down

-$46,119

Down $4,729 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2019: $740,729Liabilities 2019: $0Net Assets 2019: $740,7292019Assets 2020: $771,622Liabilities 2020: $0Net Assets 2020: $771,6222020Assets 2021: $681,288Liabilities 2021: $0Net Assets 2021: $681,2882021Assets 2022: $545,172Liabilities 2022: $0Net Assets 2022: $545,1722022Assets 2023: $501,644Liabilities 2023: $0Net Assets 2023: $501,6442023Assets 2024: $456,209Liabilities 2024: $0Net Assets 2024: $456,2092024

Highlighted filing

2024

Assets$456,209
Liabilities$0
Net Assets$456,209
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2019: $18,084Expenses 2019: $79,425Net Income 2019: -$61,3412019Revenue 2020: $113,808Expenses 2020: $89,928Net Income 2020: $23,8802020Revenue 2021: $8,829Expenses 2021: $99,163Net Income 2021: -$90,3342021Revenue 2022: -$88,144Expenses 2022: $51,252Net Income 2022: -$139,3962022Revenue 2023: $7,747Expenses 2023: $49,137Net Income 2023: -$41,3902023Revenue 2024: $27,464Expenses 2024: $73,583Net Income 2024: -$46,1192024

Highlighted filing

2024

Revenue$27,464
Expenses$73,583
Net Income-$46,119
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$456,209
Liabilities
$0
Net assets
$456,209
Revenue
$27,464
Expenses
$73,583
Net income
-$46,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.27$0.74$0.46
2023Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.08$0.49$0.41
2022Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.88$0.51$1.39
2021Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.09$0.99$0.90
2020Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$1.14$0.90$0.24
2019Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.18$0.79$0.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY LEFTWICHPresident-$0--
Filing and Contact Details

Filer

Filer Name
Charitable Share Created Under the
EIN
83-6614733
Phone
8778295500
Address
15103 LINCOLN LOOP, SAN DIEGO, CA 92127

Signing Officer

Name
Judy Leftwich
Title
President
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108
Preparer
Carole Schmerbauch
Phone
6192947200
Raw XML Appendix310 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB COVERED TRANSACTIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR HEALTH AND SOCIAL SUPPORT FOR COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROVIDE SUPPORT FOR THE PRESERVATION CONSERVATION AND ADVANCEMENT OF THE VARIOUS ART FORMS AND NATURE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CULTURAL CENTERS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08880 RIO SAN DIEGO DR 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18880 RIO SAN DIEGO DR 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28880 RIO SAN DIEGO DR 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292108
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057684
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt078000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt073750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt057500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt057500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0289820
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038740
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt078000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt073750
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057684
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057684
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0347320
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0289636
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0194
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1490
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt19308
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2SOS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19308
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt225
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/Amt1513
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1513
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY LEFTWICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITABLE SHARE CREATED UNDER THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VICTOR E LEFTWICH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0836614733
ReturnHeader/Filer/PhoneNum08778295500
ReturnHeader/Filer/USAddress/AddressLine1Txt015103 LINCOLN LOOP
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092127
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952076568
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leaf & Cole LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02810 Camino Del Rio South Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192947200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLE SCHMERBAUCH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-05T11:23:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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