Civic Intelligence

The Julia Klumpke Trust

EIN 94-6063948 • 501(c)3 • San Francisco, CA

Pub. 78 Eligible

Profile

The trust makes contributions to two charitable organizations pursuant to the governing document.

695 Pacheco StreetSan Francisco, CA 94116

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$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.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

6.3%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$141,055

Up $8,349 (+6.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$141,055

Up $8,349 (+6.3%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$10,695

Up $1,569 (+17%) from 2023

Expenses

Up

$2,346

Up $47 (+2.0%) from 2023

Net Income

Up

$8,349

Up $1,522 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$200K$150K$100K$50K$0Assets 2011: $174,671Liabilities 2011: $0Net Assets 2011: $174,6712011Assets 2015: $173,201Net Assets 2015: $173,2012015Assets 2016: $161,230Net Assets 2016: $161,2302016Assets 2017: $169,000Net Assets 2017: $169,0002017Assets 2019: $143,587Net Assets 2019: $143,5872019Assets 2020: $150,524Net Assets 2020: $150,5242020Assets 2021: $137,012Net Assets 2021: $137,0122021Assets 2022: $125,879Net Assets 2022: $125,8792022Assets 2023: $132,706Net Assets 2023: $132,7062023Assets 2024: $141,055Net Assets 2024: $141,0552024

Highlighted filing

2024

Assets$141,055
Liabilities-
Net Assets$141,055
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $17,333Expenses 2011: $2,112Net Income 2011: $15,2212011Revenue 2015: $9,867Expenses 2015: $1,079Net Income 2015: $8,7882015Revenue 2016: $7,984Expenses 2016: $19,955Net Income 2016: -$11,9712016Revenue 2017: $10,215Expenses 2017: $2,445Net Income 2017: $7,7702017Revenue 2019: $3,049Expenses 2019: $21,184Net Income 2019: -$18,1352019Revenue 2020: $8,816Expenses 2020: $1,879Net Income 2020: $6,9372020Revenue 2021: $7,896Expenses 2021: $21,408Net Income 2021: -$13,5122021Revenue 2022: $10,539Expenses 2022: $21,672Net Income 2022: -$11,1332022Revenue 2023: $9,126Expenses 2023: $2,299Net Income 2023: $6,8272023Revenue 2024: $10,695Expenses 2024: $2,346Net Income 2024: $8,3492024

Highlighted filing

2024

Revenue$10,695
Expenses$2,346
Net Income$8,349
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$141,055
Liabilities
-
Net assets
$141,055
Revenue
$10,695
Expenses
$2,346
Net income
$8,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.11$0.02$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.09$0.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.11$0.22$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.37$1.37$0.08$0.21$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.09$0.02$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.03$0.21$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.10$0.02$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.08$0.20$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.73$1.73$0.10$0.01$0.09
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$0.17$0.02$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 6, 2025
Return Version
2024v5.1
Gross Receipts
$10,695
Mission and Program Overview

Mission

The trust makes contributions to two charitable organizations pursuant to the governing document.

Program Services

DescriptionGrantsExpenses
Contributions to two charities are made pursuant to the governing document as amended:1. An Annual payment of $500 to the Society of West-Coast Artists2. A Biennial payment to the San Francisco Symphony Association for the balance of the net income.The trust has no beneficiaries other than the above charities$500$1,846
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol A MuellerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Julia Klumpke Trust
EIN
94-6063948
Phone
4156612687
Address
695 Pacheco Street, San Francisco, CA 94116

Signing Officer

Name
Carol A Mueller
Title
Trustee
Signed
2025-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Peckler Kolling & Woodul LLP
Address
450 Sutter Street Suite 920, San Francisco, CA 94108
Preparer
Richard I Woodul II
Phone
4153946600
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Foreign Tax $39”

Statement Note 1

“StatementThe IRS assigned The Julia Klumpke Trust two different ID numbers:-- 94-6063948-- 95-6957863Based on conversations with IRS personnel in 2007, the correct number is 94-6063948. The other number was to have been closed out. However, based on new correspondence in 2010, that does not appear to be the case. We are filing these returns based on the correct number, 94-6063948.”

Raw XML Appendix196 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1StatementThe IRS assigned The Julia Klumpke Trust two different ID numbers:-- 94-6063948-- 95-6957863Based on conversations with IRS personnel in 2007, the correct number is 94-6063948. The other number was to have been closed out. However, based on new correspondence in 2010, that does not appear to be the case. We are filing these returns based on the correct number, 94-6063948.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Statement Note 1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0946063948
ReturnHeader/Filer/PhoneNum04156612687
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ReturnHeader/ReturnTs02025-06-11T17:06:54-07:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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