Civic Intelligence

Alan C Stoneman Charitable Trust

990PF • Fiscal year 2014 • EIN 94-6568003

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 11, 2015

Organization Profile
1406 W Roberta AveFullerton, CA 92833

(714) 738-6442

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

0.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-4900%

Higher net margin than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$25,744

Down $98 (-0.4%) from 2013

Net Assets

$25,744

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin1st percentile

Revenue

Down

$2

Down $2,172 (-100%) from 2013

Expenses

Down

$100

Down $839 (-89%) from 2013

Net Income

Down

-$98

Down $1,333 (-108%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$80K$60K$40K$20K$0Assets 2010: $62,077Liabilities 2010: $02010Assets 2011: $65,977Liabilities 2011: $02011Assets 2012: $24,607Liabilities 2012: $02012Assets 2013: $25,842Liabilities 2013: $02013Assets 2014: $25,744Liabilities 2014: $1Net Assets 2014: $25,7442014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2014

Assets$25,744
Liabilities$1
Net Assets$25,744
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $6,424Expenses 2010: $2,260Net Income 2010: $4,1642010Revenue 2011: $3,900Expenses 2011: $0Net Income 2011: $3,9002011Revenue 2012: $63,526Expenses 2012: $104,896Net Income 2012: -$41,3702012Revenue 2013: $2,174Expenses 2013: $939Net Income 2013: $1,2352013Revenue 2014: $2Expenses 2014: $100Net Income 2014: -$982014Revenue 2015: $145Expenses 2015: $25,889Net Income 2015: -$25,7442015

Highlighted filing

2014

Revenue$2
Expenses$100
Net Income-$98
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN PATRICK GREEN TRUSTEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alan C Stoneman Charitable Trust
EIN
94-6568003
Phone
7147386442
Address
1406 W ROBERTA AVE, FULLERTON, CA 92833

Signing Officer

Name
Ann Patrick Green
Title
Trustee
Signed
2015-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Bates Coughtry Reiss Llp Cpas
Address
2601 SATURN ST STE 210, BREA, CA 92821-6702
Preparer
Kenneth J Liekhus CPA
Phone
7148712422
Raw XML Appendix174 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/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN PATRICK GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAN C STONEMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0946568003
ReturnHeader/Filer/PhoneNum07147386442
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 SATURN ST STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928216702
ReturnHeader/PreparerPersonGrp/PhoneNum07148712422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH J LIEKHUS CPA
ReturnHeader/ReturnTs02015-08-11T11:00:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,744
Liabilities
$1
Net assets
$25,744
Revenue
$2
Expenses
$100
Net income
-$98
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.26$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.02$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.64$1.05$0.41
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.04$0.00$0.04
2010Summary only. Only limited summary data is available for this year.$0.62$0.00$0.06$0.02$0.04