Civic Intelligence

Theodore Albert Von Der Ahe Jr Tr

990PF • Fiscal year 2017 • EIN 95-3371127

Feb 01, 2016 to Jan 31, 2017 • Filed on Jun 30, 2017

Refreshing map…

177 Sierra View RoadPasadena, CA 91105

(626) 795-7085

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

24th percentile

-9.1%

Higher net margin than 24% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

34th percentile

-0.9%

Faster asset growth than 34% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

126%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$2,229,305

Down $21,120 (-0.9%) from 2016

Net Assets

Down

$2,229,305

Down $21,120 (-0.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$233,268

Up $129,919 (+126%) from 2016

Expenses

Up

$254,388

Up $14,356 (+6.0%) from 2016

Net Income

Up

-$21,120

Up $115,563 (+85%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,336,072Liabilities 2012: $02012Assets 2013: $2,298,849Liabilities 2013: $02013Assets 2014: $2,335,320Liabilities 2014: $02014Assets 2015: $2,387,108Liabilities 2015: $0Net Assets 2015: $2,387,1082015Assets 2016: $2,250,425Liabilities 2016: $0Net Assets 2016: $2,250,4252016Assets 2017: $2,229,305Liabilities 2017: $0Net Assets 2017: $2,229,3052017Assets 2019: $2,178,898Liabilities 2019: $0Net Assets 2019: $2,178,8982019Assets 2020: $2,145,173Liabilities 2020: $12020Assets 2021: $2,159,386Liabilities 2021: $0Net Assets 2021: $2,159,3862021Assets 2022: $2,095,697Liabilities 2022: $0Net Assets 2022: $2,095,6972022Assets 2023: $1,867,105Liabilities 2023: $0Net Assets 2023: $1,867,1052023Assets 2024: $1,778,500Liabilities 2024: $12024Assets 2025: $2,099,434Liabilities 2025: $0Net Assets 2025: $2,099,4342025

Highlighted filing

2017

Assets$2,229,305
Liabilities$0
Net Assets$2,229,305

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $60,478Expenses 2012: $173,214Net Income 2012: -$112,7362012Revenue 2013: $149,707Expenses 2013: $186,930Net Income 2013: -$37,2232013Revenue 2014: $236,343Expenses 2014: $199,872Net Income 2014: $36,4712014Revenue 2015: $281,855Expenses 2015: $230,067Net Income 2015: $51,7882015Revenue 2016: $103,349Expenses 2016: $240,032Net Income 2016: -$136,6832016Revenue 2017: $233,268Expenses 2017: $254,388Net Income 2017: -$21,1202017Revenue 2019: $143,508Expenses 2019: $194,407Net Income 2019: -$50,8992019Revenue 2020: $257,638Expenses 2020: $291,363Net Income 2020: -$33,7252020Revenue 2021: $328,147Expenses 2021: $313,934Net Income 2021: $14,2132021Revenue 2022: $263,354Expenses 2022: $327,043Net Income 2022: -$63,6892022Revenue 2023: $97,086Expenses 2023: $325,678Net Income 2023: -$228,5922023Revenue 2024: $235,607Expenses 2024: $324,212Net Income 2024: -$88,6052024Revenue 2025: $659,956Expenses 2025: $339,022Net Income 2025: $320,9342025

Highlighted filing

2017

Revenue$233,268
Expenses$254,388
Net Income-$21,120
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
Jun 30, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ted Von Der Ahe JrTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Theodore A Von Der Ahe Jr Trust
EIN
95-3371127
Phone
6267957085
Address
177 Sierra View Road, Pasadena, CA 91105

Signing Officer

Name
Ted Von Der Ahe Jr
Title
Trustee
Signed
2017-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey M Dreyer CPA
Address
811 West Napa Street Suite A, Sonoma, CA 95476
Preparer
Jeffrey M Dreyer
Phone
7079382273
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9500 shs Disney Walt Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10985 shs J P Morgan Chase & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11500 shs McDonalds Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12550 shs 3M Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13600 shs Oracle Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14395 shs Abbott Labs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15957 shs General Electric Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16255 shs Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17797 shs Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18294 shs Pepsico Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19206 shs Proctor & Gamble Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20539 shs Wells Fargo & Co New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211169 shs iShares Tr S&P 500 Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22600 shs Chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23500 shs Home Depot Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24300 shs Pepsico Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25600 shs IShares Russell 2000 Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26100 shs Medtronic Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27655 shs Pfizer Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28500 shs Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29500 Shs Merck & Co Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30259 shs Chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31645 shs Oracle Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32195 shs 3M Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33700 shs Emerson Elec Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34800 shs Illinois Tool Wks Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351996 shs iShares MSCI EAFE Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36199 shs Celgene Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37267 shs Gilead Sciences Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38691 shs J P Morgan Chase & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39420 shs Visa Inc Com Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40280 shs Apple Computer Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41321 shs CVS Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42384 shs Lowe's COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4394 shs McKesson Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44158 shs Berkshire Hathaway Inc Del
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45488 shs Nike Inc Cl B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46216 shs Mylan N V Shs Euro
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4757 shs Amazon.Com Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48307 shs American Water Works Co Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49315 shs Abbvie Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50340 shs American Elec Power Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51173 shs American Tower Corp New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5248 shs Blackrock Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5370 shs Goldman Sachs Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54290 shs Honeywell Intl Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55280 shs Merck & Co Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56624 shs Mondelez Intl Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57592 shs Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5895 shs UnitedHealth Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59580 shs Visa Inc Com Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60115 shs Kraft Heinz Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6135 shs Amazon Com Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62170 shs Berkshire Hathaway Inc Cl B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6335 shs Blackrock Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64110 shs McKesson Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65270 shs Nike Inc Cl B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66657 shs Apple Computer Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67172 shs Cardinal Health Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68455 shs Citigroup Inc Com New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69336 shs Disney Walt Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70275 shs Norfolk Southern Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71238 shs Paychex Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72376 shs TJX Cos Inc New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7393 shs Anthem, Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74225 shs Prudential Finl Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7575 shs SPDR Tr S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76148 shs Salesforce Com Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77253 shs Verizon Communications
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79179 shs Cerner Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm801828 shs iShares MSCI Emerging Mkts
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8120 shs Alphabet Inc Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8220 shs Alphabet Inc Cl A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84429 shs SPDR Emerging Small Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8548 shs Alphabet Inc Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8632 shs Alphabet Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87248 shs American Intl Group Inc New
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89324 shs Reynolds American Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90327 shs Schwab Charles Corp New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9166 shs Sherwin Williams Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92782 shs Synchrony Finl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93296 shs Comcast Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94137 shs Danaher Corp Del
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95176 shs Lauder Estee Cos Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9698 shs M & T Bk Corp
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99253 shs Coty Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100294 shs Eaton Corp PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101314 shs AT&T Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102415 shs Baker Hughes Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10376 shs Boeing Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104247 shs Continetal Resources Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105108 shs Facebook Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106236 shs Fortive Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107230 shs Hess Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108559 shs Kinder Morgan Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109299 shs Kroger Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110193 shs Praxair Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111414 shs EQT Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11275 shs LAM Research Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11368 shs Allergan PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114212 shs NXP Semiconductors N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11544 shs Broadcom Ltd
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt024768
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt024974
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt085458
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Federal Excise Tax Ref.
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0229609
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0233208
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04455
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0144151
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0211000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0211000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt085458
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt085458
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-21120
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0536021
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0144151
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0190560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0307
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02763
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03599
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03537
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt031831
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035368
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0215339
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt039049
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0254388
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0229609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0233268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04339
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt039049
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt043388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-05

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