Civic Intelligence

The Alfred C Munger Foundation

990PF • Fiscal year 2015 • EIN 95-2462103

Dec 01, 2014 to Nov 30, 2015 • Filed on Feb 10, 2016

Organization Profile
355 South Grand Avenue 35th FloorLos Angeles, CA 90071

(213) 683-8790

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

90th percentile

30%

Faster asset growth than 90% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-12%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$6,982,917

Up $1,595,593 (+30%) from 2014

Net Assets

$6,982,917

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

Down

$2,553,632

Down $339,324 (-12%) from 2014

Expenses

Down

$958,039

Down $2,051,290 (-68%) from 2014

Net Income

Up

$1,595,593

Up $1,711,966 (+1471%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$40M$30M$20M$10M$0Assets 2011: $6,944,219Liabilities 2011: $02011Assets 2012: $6,238,070Liabilities 2012: $02012Assets 2013: $5,503,697Liabilities 2013: $02013Assets 2014: $5,387,324Liabilities 2014: $02014Assets 2015: $6,982,917Liabilities 2015: $0Net Assets 2015: $6,982,9172015Assets 2019: $4,460,298Liabilities 2019: $0Net Assets 2019: $4,460,2982019Assets 2020: $5,439,417Liabilities 2020: $0Net Assets 2020: $5,439,4162020Assets 2021: $5,546,985Liabilities 2021: $160,347Net Assets 2021: $5,386,6382021Assets 2022: $17,737,694Liabilities 2022: $160,168Net Assets 2022: $17,577,5262022Assets 2023: $38,599,955Liabilities 2023: $178,446Net Assets 2023: $38,421,5092023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$6,982,917
Liabilities$0
Net Assets$6,982,917
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$100M$50M$0-$50MRevenue 2011: $321,330Expenses 2011: $3,226,156Net Income 2011: -$2,904,8262011Revenue 2012: $1,267,611Expenses 2012: $1,973,760Net Income 2012: -$706,1492012Revenue 2013: $1,252,646Expenses 2013: $1,987,019Net Income 2013: -$734,3732013Revenue 2014: $2,892,956Expenses 2014: $3,009,329Net Income 2014: -$116,3732014Revenue 2015: $2,553,632Expenses 2015: $958,039Net Income 2015: $1,595,5932015Revenue 2019: $1,676,811Expenses 2019: $3,083,465Net Income 2019: -$1,406,6542019Revenue 2020: $14,832,709Expenses 2020: $13,853,591Net Income 2020: $979,1182020Revenue 2021: $47,363,006Expenses 2021: $47,256,898Net Income 2021: $106,1082021Revenue 2022: $91,163,030Expenses 2022: $79,015,763Net Income 2022: $12,147,2672022Revenue 2023: $27,950,764Expenses 2023: $7,117,930Net Income 2023: $20,832,8342023Revenue 2024: $1,578,673Expenses 2024: $139,530Net Income 2024: $1,439,1432024

Highlighted filing

2015

Revenue$2,553,632
Expenses$958,039
Net Income$1,595,593
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES T MUNGERTrustee, President-$0--
RICHARD ESBENSHADETrustee, VP And Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Alfred C Munger Foundation
EIN
95-2462103
In Care Of
% CHARLES T MUNGER
Phone
2136838790
Address
355 SOUTH GRAND AVENUE 35TH FLOOR, LOS ANGELES, CA 90071

Signing Officer

Name
Charles T Munger
Title
President
Phone
2136838790
Signed
2016-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Dreyer Robbins & Associates
Address
355 S GRAND AVE STE 1710, LOS ANGELES, CA 90071-1532
Preparer
Michael S Dreyer
Phone
2136838790
Raw XML Appendix325 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES T MUNGER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE, VP AND SECRETARY
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0355 S GRAND AVE 34TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090071
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHARLES T MUNGER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02136247715
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0927475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0355 SOUTH GRAND AVENUE 35TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090071
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0927475
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0853295
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0853295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01160572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01235057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02519057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02195139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02195139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04989016
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt074330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01160572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01235057
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02519057
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0927625
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt074330
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07184155
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07109825
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT FEE - MERRILL LYNCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315
TaxesSchedule/TaxesDetail/Amt015000
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt24919
TaxesSchedule/TaxesDetail/CategoryTxt0INTERNAL REVENUE SERVICE
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04919
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES T MUNGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02136838790
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALFRED C MUNGER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RD ESBENSHADE
ReturnHeader/Filer/BusinessNameControlTxt0ALFR
ReturnHeader/Filer/EIN0952462103
ReturnHeader/Filer/InCareOfNm0% CHARLES T MUNGER
ReturnHeader/Filer/PhoneNum02136838790
ReturnHeader/Filer/USAddress/AddressLine1Txt0355 SOUTH GRAND AVENUE 35TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DREYER ROBBINS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 S GRAND AVE STE 1710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900711532
ReturnHeader/PreparerPersonGrp/PhoneNum02136838790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S DREYER
ReturnHeader/ReturnTs02016-02-29T16:57:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,982,917
Liabilities
$0
Net assets
$6,982,917
Revenue
$2,553,632
Expenses
$958,039
Net income
$1,595,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.58$0.14$1.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$0.18$38.4$28.0$7.12$20.8
2022Detailed filing. Detailed filing data is available for this year.$17.7$0.16$17.6$91.2$79.0$12.1
2021Detailed filing. Detailed filing data is available for this year.$5.55$0.16$5.39$47.4$47.3$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$14.8$13.9$0.98
2019Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$1.68$3.08$1.41
2015Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$2.55$0.96$1.60
2014Summary only. Only limited summary data is available for this year.$5.39$0.00$2.89$3.01$0.12
2013Summary only. Only limited summary data is available for this year.$5.50$0.00$1.25$1.99$0.73
2012Summary only. Only limited summary data is available for this year.$6.24$0.00$1.27$1.97$0.71
2011Summary only. Only limited summary data is available for this year.$6.94$0.00$0.32$3.23$2.90