Civic Intelligence

Trust X

EIN 86-6443839 • Encino, CA

NTEE T22
16030 Ventura Blvd Suite 320Encino, CA 91436
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

NTEE T • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.00x

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

NTEE T • $25M-$50M nonprofits • Source year 2023

Net Margin

71st percentile

54%

Higher net margin than 71% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

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

NTEE T • $25M-$50M nonprofits • Source year 2023

Asset Growth

39th percentile

2.2%

Faster asset growth than 39% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$36,345,927

Up $780,456 (+2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$36,345,927

Up $780,456 (+2.2%) from 2022

Operations
Liabilities / Revenue58th percentileNet Margin71st percentile

Revenue

Down

$1,451,919

Down $34,613,577 (-96%) from 2022

Expenses

Up

$671,463

Up $171,438 (+34%) from 2022

Net Income

Down

$780,456

Down $34,785,015 (-98%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$40M$30M$20M$10M$0Assets 2020: $10Liabilities 2020: $12020Assets 2021: $10Liabilities 2021: $12021Assets 2022: $35,565,471Liabilities 2022: $0Net Assets 2022: $35,565,4712022Assets 2023: $36,345,927Liabilities 2023: $0Net Assets 2023: $36,345,9272023

Highlighted filing

2023

Assets$36,345,927
Liabilities$0
Net Assets$36,345,927
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$40M$30M$20M$10M$0Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $36,065,496Expenses 2022: $500,025Net Income 2022: $35,565,4712022Revenue 2023: $1,451,919Expenses 2023: $671,463Net Income 2023: $780,4562023

Highlighted filing

2023

Revenue$1,451,919
Expenses$671,463
Net Income$780,456
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,345,927
Liabilities
$0
Net assets
$36,345,927
Revenue
$1,451,919
Expenses
$671,463
Net income
$780,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$1.45$0.67$0.78
2022Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$36.1$0.50$35.6
2021Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 30, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HSKOTLERTrustee-$0--
EGLASSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust X
EIN
86-6443839
Phone
3102889970
Address
16030 VENTURA BLVD SUITE 320, ENCINO, CA 91436

Signing Officer

Name
H Kotler
Title
Trustee
Phone
3104706001
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
GETTLESON WITZER & O'CONNOR
Address
16030 VENTURA BLVD STE 320, ENCINO, CA 91436
Preparer
RANDAL O'CONNOR
Phone
3102889970
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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEVERLY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190077
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390035
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0365524
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/AppliedToCurrentYearAmt0449774
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01654455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0329365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0329365
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0329365
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0449774
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0329365
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0875316
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TRUST A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1MARITAL TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016030 VENTURA BLVD SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt116030 VENTURA BLVD SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091436
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd191436
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01284250
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt058250
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt058250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0K&K PROPERTIES DISTRIBUTION RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0420000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0420000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0346881
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-1123269
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME REPORTED ON SCH K-1 (EXCLUDING CAPITAL GAIN<LOSS>)
OtherIncomeSchedule2/OtherIncomeDetail/Desc1S CORPORATION LOSS REPORTED ON SCH K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0342978
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0346881
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1123269
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09689
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt126000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES (BOA 0031)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1APPRAISAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt126000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09689
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt012000
TaxesSchedule/TaxesDetail/Amt1200000
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES - EXCISE (990-PF)
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES - UBIT (990-T)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TransfersFrmControlledEntities/TotalAmt0420000
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/Amt00
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/BusinessName/BusinessNameLine1Txt0K&K PROPERTIES (GENERAL PARTNERSHIP)
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/Desc0CASH DISTRIBUTION
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/EIN0954079236
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/AddressLine1Txt016030 VENTURA BLVD SUITE 320
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/CityNm0ENCINO
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/StateAbbreviationCd0CA
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/ZIPCd091436
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0H KOTLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03104706001
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/DisasterReliefTxt0THE TAXPAYER IS FILING UNDER THE FOLLOWING IRS NOTICE:IRS NOTICE 2024-72 - DISASTER POSTPONEMENT REL
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST X
ReturnHeader/Filer/BusinessNameControlTxt0XTR
ReturnHeader/Filer/EIN0866443839
ReturnHeader/Filer/PhoneNum03102889970
ReturnHeader/Filer/USAddress/AddressLine1Txt016030 VENTURA BLVD SUITE 320
ReturnHeader/Filer/USAddress/CityNm0ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091436
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954802807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GETTLESON WITZER & O'CONNOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016030 VENTURA BLVD STE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum03102889970
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDAL O'CONNOR
ReturnHeader/ReturnTs02025-09-30T17:36:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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