Civic Intelligence

The Julia Klumpke Trust

990EZ • Fiscal year 2015 • EIN 94-6063948

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 27, 2016

Organization ProfileN/A
695 Pacheco StreetSan Francisco, CA 94116

(415) 661-2687

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$173,201

Down $1,470 (-0.8%) from 2011

Net Assets

Down

$173,201

Down $1,470 (-0.8%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

$9,867

Down $7,466 (-43%) from 2011

Expenses

Down

$1,079

Down $1,033 (-49%) from 2011

Net Income

Down

$8,788

Down $6,433 (-42%) from 2011

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2015

Assets$173,201
Liabilities-
Net Assets$173,201
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$9,867
Expenses$1,079
Net Income$8,788
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 27, 2016
Return Version
2015v2.0
Gross Receipts
$9,877
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 Western Artists2. A Biennial payment to the San Francisco Symphony Association for the balance of the net income.The trust has no other beneficiaries other than the above charities$579-
Compensation and Service Providers
Top Officer Pay75th 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
2016-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Peckler Kolling & Woodul LLP
Address
450 Sutter Street Suite 920, San Francisco, CA 94108-3911
Preparer
Josh M Peckler
Phone
4153946600
Supplemental Narrative

Additional Explanations

Client Note 1

“Client 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 Appendix187 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/ExplanationTxt0Client 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.
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ReturnHeader/ReturnTs02016-07-20T11:56:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,201
Liabilities
-
Net assets
$173,201
Revenue
$9,867
Expenses
$1,079
Net income
$8,788
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