Civic Intelligence

The Julia Klumpke Trust

990EZ • Fiscal year 2016 • EIN 94-6063948

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 17, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

4th percentile

-150%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.9%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$161,230

Down $11,971 (-6.9%) from 2015

Net Assets

Down

$161,230

Down $11,971 (-6.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$7,984

Down $1,883 (-19%) from 2015

Expenses

Up

$19,955

Up $18,876 (+1749%) from 2015

Net Income

Down

-$11,971

Down $20,759 (-236%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$161,230
Liabilities-
Net Assets$161,230

Operations Trend

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

2016

Revenue$7,984
Expenses$19,955
Net Income-$11,971
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 17, 2017
Return Version
2016v3.0
Gross Receipts
$17,636
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$2,731$17,224
Compensation and Service Providers

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
2017-03-17
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.

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: Society of Western Artists | Donee's Address: 550 Menlo Oaks Dr Menlo Park CA 94025 | Cash Amount Given: $16724

Other Expenses.1

Security Revaluation $480

Other Expenses.2

CA Charitable Organization Fee $10

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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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Society of Western Artists | Donee's Address: 550 Menlo Oaks Dr Menlo Park CA 94025 | Cash Amount Given: $16724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Security Revaluation $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CA Charitable Organization Fee $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Carol A Mueller
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Julia Klumpke Trust
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ReturnHeader/Filer/EIN0946063948
ReturnHeader/Filer/PhoneNum04156612687
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ReturnHeader/PreparerPersonGrp/PhoneNum04153946600
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ReturnHeader/ReturnTs02017-03-21T18:47:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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