Civic Intelligence

Judy Ann Bork Charitable Trust

990T • Fiscal year 2021 • EIN 85-6176926

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
155 N Lake Ave 11th FLPasadena, CA 91101

(626) 449-3466

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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.

$15M$10M$5.0M$0Assets 2020: $10,467,937Liabilities 2020: $160,000Net Assets 2020: $10,307,9372020Assets 2021: $9,857,738Liabilities 2021: $1,930,864Net Assets 2021: $7,926,8742021Assets 2022: $7,787,231Liabilities 2022: $1,739,500Net Assets 2022: $6,047,7312022Assets 2023: $7,344,928Liabilities 2023: $620,000Net Assets 2023: $6,724,9282023Assets 2024: $4,776,099Liabilities 2024: $580,000Net Assets 2024: $4,196,0992024

Latest loaded filing

2024

Assets$4,776,099
Liabilities$580,000
Net Assets$4,196,099
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2020: $10,953,344Expenses 2020: $1,023,964Net Income 2020: $9,929,3802020Revenue 2021: $191,059Expenses 2021: $2,786,454Net Income 2021: -$2,595,3952021Revenue 2022: $33,226Expenses 2022: $976,227Net Income 2022: -$943,0012022Revenue 2023: $42,276Expenses 2023: $76,330Net Income 2023: -$34,0542023Revenue 2024: $331,007Expenses 2024: $2,854,295Net Income 2024: -$2,523,2882024

Latest loaded filing

2024

Revenue$331,007
Expenses$2,854,295
Net Income-$2,523,288
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Judy Ann Bork Charitable Trust
EIN
85-6176926
Phone
6264493466
Address
155 N LAKE AVE 11TH FL, PASADENA, CA 91101

Signing Officer

Name
William F Kruse
Title
Trustee
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Maginnis Knechtel & McIntyre LLP
Address
300 W Colorado Blvd, Pasadena, CA 91105
Preparer
Linda E G Ballesteros
Phone
6264493466
Raw XML Appendix84 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.

Path#Value
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IRS1041ScheduleI/AdjustedRegularTaxAmt015278
IRS1041ScheduleI/AdjustedTaxExemptInterestAmt00
IRS1041ScheduleI/AdjustedTotalIncomeAmt057423
IRS1041ScheduleI/AlternativeMinimumTaxAmt00
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt046138
IRS1041ScheduleI/DistributableNetAMTIncomeAmt057423
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt020438
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt05314
IRS1041ScheduleI/ModifiedAltMinTxblIncmAmt057423
IRS1041ScheduleI/NetExemptionAmt025700
IRS1041ScheduleI/RelatedAdjustmentAmt0-11285
IRS1041ScheduleI/TaxExemptIncomeAmt00
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt05314
IRS1041ScheduleI/TentativeIncmDistriIntDedAmt057423
IRS990T/AlternativeMinimumTaxAmt00
IRS990T/BooksInCareOfDetail/PersonNm0WILLIAM F KRUSE
IRS990T/BooksInCareOfDetail/PhoneNum06267939400
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0155 NORTH LAKE AVE 11TH
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PASADENA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd091101
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ExtsnRequestIncomeTaxPaidAmt025000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt09981
IRS990T/OverpaymentSection/RefundAmt09981
IRS990TScheduleA/PrincipalBusinessActivityCd0531190
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt057423
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt057423
IRS990TScheduleA/TotUnrltTrdBusIncmAmt057423
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0K-1 PASS-THROUGH
IRS990TScheduleA/UBIBeforeNOLDedAmt057423
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt057423
IRS990T/Section199ADeductionAmt011285
IRS990T/SpecificDeductionAmt01000
IRS990T/TaxableTrustAmt015019
IRS990T/TaxLessCreditsAmt015019
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt012285
IRS990T/TotalPaymentsAmt025000
IRS990T/TotalTaxAmt015019
IRS990T/TotalTaxComputationAmt015019
IRS990T/TotalUBTIAmt045138
IRS990T/TotalUBTIBeforeNOLSpecificAmt057423
IRS990T/TotalUBTIBeforeSection199AAmt057423
IRS990T/TotalUBTIComputedAmt057423
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F KRUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUDY ANN BORK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JUDY
ReturnHeader/Filer/EIN0856176926
ReturnHeader/Filer/PhoneNum06264493466
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 N LAKE AVE 11TH FL
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952746188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maginnis Knechtel & McIntyre LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 W Colorado Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091105
ReturnHeader/PreparerPersonGrp/PhoneNum06264493466
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda E G Ballesteros
ReturnHeader/ReturnTs02022-11-14T17:04:07-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRUSE
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 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.58$4.20$0.33$2.85$2.52
2023Detailed filing. Detailed filing data is available for this year.$7.34$0.62$6.72$0.04$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$7.79$1.74$6.05$0.03$0.98$0.94
2021Detailed filing. Detailed filing data is available for this year.$9.86$1.93$7.93$0.19$2.79$2.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$10.5$0.16$10.3$11.0$1.02$9.93