Civic Intelligence

William and Virda Stevens 1981 Charitable Trust

990PF • Fiscal year 2016 • EIN 94-6549616

Dec 01, 2015 to Nov 30, 2016 • Filed on May 11, 2017

Organization Profile
19920 Buckhaven LaneSaratoga, CA 95070

(408) 741-1873

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • 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

100th percentile

209%

Higher net margin than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

39th percentile

-3.1%

Faster asset growth than 39% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$45,199

Down $1,456 (-3.1%) from 2015

Net Assets

Down

$45,199

Down $1,456 (-3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$695

Down $695 from 2015

Expenses

Up

$761

Up $80 (+12%) from 2015

Net Income

Down

-$1,456

Down $775 (-114%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$100K$50K$0Assets 2011: $43,772Liabilities 2011: $0Net Assets 2011: $43,7722011Assets 2012: $98,015Liabilities 2012: $12012Assets 2013: $47,501Liabilities 2013: $0Net Assets 2013: $47,5012013Assets 2014: $47,336Liabilities 2014: $0Net Assets 2014: $47,3362014Assets 2015: $46,655Liabilities 2015: $0Net Assets 2015: $46,6552015Assets 2016: $45,199Liabilities 2016: $0Net Assets 2016: $45,1992016Assets 2017: $43,881Liabilities 2017: $0Net Assets 2017: $43,8812017Assets 2018: $27,561Liabilities 2018: $0Net Assets 2018: $27,5612018Assets 2019: $27,586Liabilities 2019: $0Net Assets 2019: $27,5862019Assets 2020: $27,452Liabilities 2020: $0Net Assets 2020: $27,4522020Assets 2021: $27,448Liabilities 2021: $0Net Assets 2021: $27,4482021Assets 2022: $27,448Liabilities 2022: $0Net Assets 2022: $27,4482022Assets 2023: $29,773Liabilities 2023: $0Net Assets 2023: $29,7732023Assets 2024: $27,703Liabilities 2024: $0Net Assets 2024: $27,7032024

Highlighted filing

2016

Assets$45,199
Liabilities$0
Net Assets$45,199
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KExpenses 2011: $4922011Revenue 2012: $54,802Expenses 2012: $559Net Income 2012: $54,2432012Expenses 2013: $50,5362013Revenue 2014: $403Expenses 2014: $570Net Income 2014: -$1672014Revenue 2015: $0Expenses 2015: $681Net Income 2015: -$6812015Revenue 2016: -$695Expenses 2016: $761Net Income 2016: -$1,4562016Revenue 2017: -$518Expenses 2017: $800Net Income 2017: -$1,3182017Revenue 2018: -$15,610Expenses 2018: $710Net Income 2018: -$16,3202018Revenue 2019: $910Expenses 2019: $885Net Income 2019: $252019Revenue 2020: $751Expenses 2020: $885Net Income 2020: -$1342020Revenue 2021: $1,121Expenses 2021: $1,125Net Income 2021: -$42021Revenue 2022: $985Expenses 2022: $985Net Income 2022: $02022Revenue 2023: $10,700Expenses 2023: $8,375Net Income 2023: $2,3252023Revenue 2024: $0Expenses 2024: $2,070Net Income 2024: -$2,0702024

Highlighted filing

2016

Revenue-$695
Expenses$761
Net Income-$1,456
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT L WESTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William & Virda Stevens 1981
EIN
94-6549616
Phone
4087411873
Address
19920 BUCKHAVEN LANE, SARATOGA, CA 95070

Signing Officer

Name
Robert L West
Title
Trustee
Phone
4087411873
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Spot on Consulting Group Inc
Address
1952 CAMDEN AVE STE 202, SAN JOSE, CA 95124-2816
Preparer
Jonathan Laddy CPA
Phone
4084571040
Raw XML Appendix200 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/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt046655
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020453
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0231
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020222
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0307
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01007
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020146
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019920 BUCKHAVEN LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARATOGA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt014101
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt050000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt020146
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019920 BUCKHAVEN LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095070
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT L WEST
IRS990PF/StatementsRegardingActyGrp/PhoneNum04087411873
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION SUPPORTS CHURCHES AND RELATED ACTIVITES
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01007
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01007
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt039911
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039911
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040918
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04087411873
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & VIRDA STEVENS 1981
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0946549616
ReturnHeader/Filer/PhoneNum04087411873
ReturnHeader/Filer/USAddress/AddressLine1Txt019920 BUCKHAVEN LANE
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463637157
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPOT ON CONSULTING GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01952 CAMDEN AVE STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951242816
ReturnHeader/PreparerPersonGrp/PhoneNum04084571040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN LADDY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-16T14:44:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,199
Liabilities
$0
Net assets
$45,199
Revenue
-$695
Expenses
$761
Net income
-$1,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$0.00$2.07$2.07
2023Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$10.7$8.38$2.33
2022Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$0.99$0.99$0.00
2021Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$1.12$1.13$0.00
2020Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$0.75$0.89$0.13
2019Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$0.91$0.89$0.03
2018Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$15.6$0.71$16.3
2017Detailed filing. Detailed filing data is available for this year.$43.9$0.00$43.9$0.52$0.80$1.32
2016Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$0.70$0.76$1.46
2015Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$0.00$0.68$0.68
2014Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$0.40$0.57$0.17
2013Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$50.5
2012Summary only. Only limited summary data is available for this year.$98.0$0.00$54.8$0.56$54.2
2011Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$0.49