Civic Intelligence

Herbert K Cummings Charitable Trust

990PF • Fiscal year 2017 • EIN 86-6148404

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
PO Box 653Pacific Palisades, CA 90272

(480) 483-1170

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

6th percentile

-71%

Higher net margin than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

25th percentile

-3.0%

Faster asset growth than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,245,024

Down $78,171 (-5.9%) from 2015

Net Assets

$1,245,024

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Down

$64,840

Down $36,216 (-36%) from 2015

Expenses

Down

$111,086

Down $31,781 (-22%) from 2015

Net Income

Down

-$46,246

Down $4,435 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,344,875Liabilities 2011: $231Net Assets 2011: $1,344,6442011Assets 2012: $1,387,366Liabilities 2012: $02012Assets 2013: $1,378,780Liabilities 2013: $02013Assets 2014: $1,365,006Liabilities 2014: $02014Assets 2015: $1,323,195Liabilities 2015: $02015Assets 2017: $1,245,024Liabilities 2017: $0Net Assets 2017: $1,245,0242017Assets 2018: $1,214,309Liabilities 2018: $0Net Assets 2018: $1,214,3092018Assets 2019: $1,260,415Liabilities 2019: $206Net Assets 2019: $1,260,2092019Assets 2020: $1,340,674Liabilities 2020: $206Net Assets 2020: $1,340,4682020Assets 2021: $1,378,615Liabilities 2021: $206Net Assets 2021: $1,378,4092021Assets 2022: $1,382,358Liabilities 2022: $206Net Assets 2022: $1,382,1522022Assets 2023: $1,562,117Liabilities 2023: $206Net Assets 2023: $1,561,9112023Assets 2024: $1,739,828Liabilities 2024: $0Net Assets 2024: $1,739,8282024

Highlighted filing

2017

Assets$1,245,024
Liabilities$0
Net Assets$1,245,024
Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

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

$400K$200K$0-$200KExpenses 2011: $82,9702011Revenue 2012: $106,013Expenses 2012: $63,291Net Income 2012: $42,7222012Revenue 2013: $56,221Expenses 2013: $64,807Net Income 2013: -$8,5862013Revenue 2014: $113,153Expenses 2014: $126,927Net Income 2014: -$13,7742014Revenue 2015: $101,056Expenses 2015: $142,867Net Income 2015: -$41,8112015Revenue 2017: $64,840Expenses 2017: $111,086Net Income 2017: -$46,2462017Revenue 2018: $61,568Expenses 2018: $92,283Net Income 2018: -$30,7152018Revenue 2019: $62,487Expenses 2019: $129,945Net Income 2019: -$67,4582019Revenue 2020: $98,381Expenses 2020: $128,898Net Income 2020: -$30,5172020Revenue 2021: $45,524Expenses 2021: $166,233Net Income 2021: -$120,7092021Revenue 2022: $48,195Expenses 2022: $181,089Net Income 2022: -$132,8942022Revenue 2023: $195,243Expenses 2023: $207,255Net Income 2023: -$12,0122023Revenue 2024: $204,616Expenses 2024: $271,518Net Income 2024: -$66,9022024

Highlighted filing

2017

Revenue$64,840
Expenses$111,086
Net Income-$46,246
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES J CUMMINGSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Herbert K Cummings Charitable Trust
EIN
86-6148404
Phone
4804831170
Address
PO BOX 653, PACIFIC PALISADES, CA 90272

Signing Officer

Name
James Cummings
Title
Trustee
Phone
4804831170
Signed
2018-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Henry & Horne Llp
Address
7098 E COCHISE SUITE 100, SCOTTSDALE, AZ 85253-4517
Preparer
Candace Berg Tooke CPA
Phone
4804831170
Raw XML Appendix322 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0105000
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0107632
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027897
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01991
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035823
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05812
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027897
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01991
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0107755
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0123
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035823
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035700
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE BOX FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
TaxesSchedule/TaxesDetail/Amt0376
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CUMMINGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04804831170
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT K CUMMINGS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0866148404
ReturnHeader/Filer/PhoneNum04804831170
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653
ReturnHeader/Filer/USAddress/CityNm0PACIFIC PALISADES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090272
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0662CFE7A84AE6E0F85DDA090602A09EA0C5D6385
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0103D49E003E08D716B64E20803875FC1B9F5D865
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.166.219.50
ReturnHeader/FilingSecurityInformation/IPDt02018-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm017:07:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860133881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & HORNE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07098 E COCHISE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0852534517
ReturnHeader/PreparerPersonGrp/PhoneNum04804831170
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE BERG TOOKE CPA
ReturnHeader/ReturnTs02018-05-08T18:30:19-05:00
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
$1,245,024
Liabilities
$0
Net assets
$1,245,024
Revenue
$64,840
Expenses
$111,086
Net income
-$46,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.20$0.27$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.20$0.21$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.18$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.17$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.06$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.11$0.05
2015Summary only. Only limited summary data is available for this year.$1.32$0.00$0.10$0.14$0.04
2014Summary only. Only limited summary data is available for this year.$1.37$0.00$0.11$0.13$0.01
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$0.06$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.11$0.06$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08