Civic Intelligence

William and Virda Stevens 1981 Charitable Trust

990PF • Fiscal year 2020 • EIN 94-6549616

Dec 01, 2019 to Nov 30, 2020 • Filed on Mar 21, 2021

Organization Profile
2084 Wente WaySan Jose, CA 95125

(408) 741-1873

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

25th percentile

-18%

Higher net margin than 25% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-17%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$27,452

Down $134 (-0.5%) from 2019

Net Assets

Down

$27,452

Down $134 (-0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin25th percentile

Revenue

Down

$751

Down $159 (-17%) from 2019

Expenses

Flat

$885

Flat from 2019

Net Income

Down

-$134

Down $159 (-636%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2020

Assets$27,452
Liabilities$0
Net Assets$27,452
Open 2020 Filing

Operations Trend

Revenue Growth46th percentile

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

2020

Revenue$751
Expenses$885
Net Income-$134
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Mar 21, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay77th 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
2084 WENTE WAY, SAN JOSE, CA 95125

Signing Officer

Name
Robert West
Title
Trustee
Phone
4087411873
Signed
2021-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Seeba & Associates Inccpas
Address
1825 HAMILTON AVE, SAN JOSE, CA 95125-5624
Preparer
Anna M Philip CPA
Phone
4082647800
Raw XML Appendix271 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1175
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04087411873
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & VIRDA STEVENS 1981
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0946549616
ReturnHeader/Filer/PhoneNum04087411873
ReturnHeader/Filer/USAddress/AddressLine1Txt02084 WENTE WAY
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942767324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEEBA & ASSOCIATES INCCPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01825 HAMILTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951255624
ReturnHeader/PreparerPersonGrp/PhoneNum04082647800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNA M PHILIP CPA
ReturnHeader/ReturnTs02021-04-08T17:42:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,452
Liabilities
$0
Net assets
$27,452
Revenue
$751
Expenses
$885
Net income
-$134
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