Civic Intelligence

Orpha Henry Testamentary Trust

990PF • Fiscal year 2011 • EIN 95-3364490

Jan 01, 2011 to Dec 31, 2011 • Filed on May 11, 2012

Organization Profile
PO Box 40693483
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

60th percentile

3.7%

Faster asset growth than 60% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$10,992

Up $395 (+3.7%) from 2010

Net Assets

Up

$10,992

Up $395 (+3.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$505

Down $1,007 (-67%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15K$10K$5.0K$0Assets 2010: $10,597Liabilities 2010: $0Net Assets 2010: $10,5972010Assets 2011: $10,992Liabilities 2011: $0Net Assets 2011: $10,9922011Assets 2012: $11,443Liabilities 2012: $0Net Assets 2012: $11,4432012Assets 2013: $11,863Liabilities 2013: $1Net Assets 2013: $11,8632013Assets 2014: $12,530Liabilities 2014: $1Net Assets 2014: $12,5302014Assets 2015: $13,203Liabilities 2015: $1Net Assets 2015: $13,2032015Assets 2016: $12,955Liabilities 2016: $0Net Assets 2016: $12,9552016Assets 2017: $14,124Liabilities 2017: $0Net Assets 2017: $14,1242017Assets 2018: $14,331Liabilities 2018: $0Net Assets 2018: $14,3312018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2011

Assets$10,992
Liabilities$0
Net Assets$10,992
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $1,5122010Expenses 2011: $5052011Expenses 2012: $4492012Revenue 2013: $900Expenses 2013: $480Net Income 2013: $4202013Revenue 2014: $900Expenses 2014: $233Net Income 2014: $6672014Revenue 2015: $900Expenses 2015: $227Net Income 2015: $6732015Revenue 2016: $375Expenses 2016: $623Net Income 2016: -$2482016Revenue 2017: $1,425Expenses 2017: $256Net Income 2017: $1,1692017Revenue 2018: $750Expenses 2018: $543Net Income 2018: $2072018Revenue 2019: $533,299Expenses 2019: $533,848Net Income 2019: -$5492019

Highlighted filing

2011

Revenue-
Expenses$505
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 11, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clifford H ClarkTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantExploration StationCharitableN/AGrover Beach, CA, US$37
Filing and Contact Details

Filer

EIN
95-3364490
Raw XML Appendix212 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.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome10
AccountingFeesSchedule/AccountingFees/Amount0100
AccountingFeesSchedule/AccountingFees/Amount125
AccountingFeesSchedule/AccountingFees/Category0Tax Preperation
AccountingFeesSchedule/AccountingFees/Category1Bookkeeping
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps10
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome10
IRS990PF/AnalysisIncomeProducingActy/NetRentalIncmReDebtFincdProp/ExclusionAmount0900
IRS990PF/AnalysisIncomeProducingActy/NetRentalIncmReDebtFincdProp/ExclusionCode016
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0900
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps037
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss037
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0395
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps037
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0900
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0468
IRS990PF/BalanceSheets/CapitalStockBOY010833
IRS990PF/BalanceSheets/CapitalStockEOY010833
IRS990PF/BalanceSheets/CashBOY0447
IRS990PF/BalanceSheets/CashEOY0842
IRS990PF/BalanceSheets/CashEOYFMV0842
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis010000
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY010000
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY010000
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV0350000
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0150
IRS990PF/BalanceSheets/OtherAssetsEOY0150
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0150
IRS990PF/BalanceSheets/RetainedEarningsBOY0-236
IRS990PF/BalanceSheets/RetainedEarningsEOY0159
IRS990PF/BalanceSheets/TotalAssetsBOY010597
IRS990PF/BalanceSheets/TotalAssetsEOY010992
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0350992
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY010597
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY010992
IRS990PF/BalanceSheets/TotalNetAssetsBOY010597
IRS990PF/BalanceSheets/TotalNetAssetsEOY010992
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0395
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal010992
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY010597
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY010992
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted032
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj032
IRS990PF/DistributableAmount/DistributableAmountBeforeDed032
IRS990PF/DistributableAmount/MinimumInvestmentReturn032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0350992
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0645
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0645
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable010
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn032
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0635
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0645
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Clifford H Clark
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10230 N 9th Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Grover Beach
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093433
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions037
IRS990PF/QualifyingDistributions/ExpensesAndContributions037
IRS990PF/QualifyingDistributions/QualifyingDistributions037
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Clifford Clark
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08054894221
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10230 N 9th
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Grover Beach
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode093433
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10The primary charitable activity of the trust is providing a building for use by the San Luis Obispo County YMCA, Boy Scouts and Campfire Girls.
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount037
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Charitable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Exploration Station
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10867 Ramona Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Grover Beach
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode093483
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear037
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear1037
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted032
IRS990PF/UndistributedIncome/QualifyingDistributions037
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY032
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear037
LandEtcSchedule2/LandEtc/BookValue010000
LandEtcSchedule2/LandEtc/CategoryOrItem0Buildings
LandEtcSchedule2/LandEtc/CostOrOtherBasis010000
LandEtcSchedule2/LandEtc/EOYFMV0350000
OtherAssetsSchedule/OtherAssets/BOYBookValue0150
OtherAssetsSchedule/OtherAssets/Description0Other Assets
OtherAssetsSchedule/OtherAssets/EOYBookValue0150
OtherAssetsSchedule/OtherAssets/EOYFMV0150
OtherExpensesSchedule/OtherExpenses/Description0Postage
OtherExpensesSchedule/OtherExpenses/Description1Franchise Tax Board
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks033
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks110
OtherIncomeSchedule2/OtherIncome/Description0Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0900
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0300
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Trustee Fee
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0953364490
ReturnHeader/Filer/Name/BusinessNameLine10Orpha Henry Testamentary Trust
ReturnHeader/Filer/NameControl0ORPH
ReturnHeader/Filer/Phone08054894221
ReturnHeader/Filer/USAddress/AddressLine10PO Box 406
ReturnHeader/Filer/USAddress/City0Grover Beach
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093483
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-11
ReturnHeader/Officer/Name0Clifford H Clark
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Hayner Hayner Miller & Crist LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107105 Morro Road
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ATASCADERO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0934224253
ReturnHeader/Preparer/Name0Jonathan E Miller
ReturnHeader/Preparer/Phone08054668800
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-11T11:05:30-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,992
Liabilities
$0
Net assets
$10,992
Revenue
-
Expenses
$505
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.33$5.34$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.01$0.00$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.02