Civic Intelligence

Herbert K Cummings Charitable Trust

990PF • Fiscal year 2020 • EIN 86-6148404

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

17th percentile

-31%

Higher net margin than 17% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

59th percentile

6.4%

Faster asset growth than 59% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,340,674

Up $80,259 (+6.4%) from 2019

Net Assets

Up

$1,340,468

Up $80,259 (+6.4%) from 2019

Liabilities

Flat

$206

Flat from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin17th percentile

Revenue

Up

$98,381

Up $35,894 (+57%) from 2019

Expenses

Down

$128,898

Down $1,047 (-0.8%) from 2019

Net Income

Up

-$30,517

Up $36,941 (+55%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2020

Assets$1,340,674
Liabilities$206
Net Assets$1,340,468
Open 2020 Filing

Operations Trend

Revenue Growth87th 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

2020

Revenue$98,381
Expenses$128,898
Net Income-$30,517
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
2021-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Henry & Horne Llp
Address
7098 E COCHISE ROAD SUITE 100, SCOTTSDALE, AZ 85253
Preparer
Candace Berg Tooke CPA
Phone
4804831170
Raw XML Appendix366 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0132685
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07224
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05452
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02255
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125461
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012676
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SUSPENDED LOSSES FROM PTP ENTERPRISE PRODUCTS PARTNERS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt017018
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12193
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12193
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE BOX FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0211
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0118776
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE IN FAIR MARKET VALUE AND COST BASIS OF STOCK GRANTED
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0206
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0JAMES CUMMINGS
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TaxesSchedule/TaxesDetail/Amt01175
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CUMMINGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04804831170
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT K CUMMINGS CHARITABLE TRUST
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ReturnHeader/Filer/PhoneNum04804831170
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653
ReturnHeader/Filer/USAddress/CityNm0PACIFIC PALISADES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090272
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860133881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & HORNE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07098 E COCHISE ROAD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085253
ReturnHeader/PreparerPersonGrp/PhoneNum04804831170
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE BERG TOOKE CPA
ReturnHeader/ReturnTs02021-05-13T14:33:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CUMMINGS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,340,674
Liabilities
$206
Net assets
$1,340,468
Revenue
$98,381
Expenses
$128,898
Net income
-$30,517
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