Civic Intelligence

The Trusteeship for the Betterment of Women Inc

990EZ • Fiscal year 2016 • EIN 95-3682451

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 01, 2017

2618 San Miguel Drive 408Newport Beach, CA 92660

(949) 706-7343

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

45th percentile

0.4%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

25%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$230,618

Up $835 (+0.4%) from 2015

Net Assets

Up

$229,788

Up $5 (+0.0%) from 2015

Liabilities

$830

No earlier filing loaded for comparison.

Revenue

Up

$182,451

Up $36,892 (+25%) from 2015

Expenses

Up

$182,446

Up $34,200 (+23%) from 2015

Net Income

Up

$5

Up $2,692 (+100%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $233,658Liabilities 2010: $347Net Assets 2010: $233,3112010Assets 2011: $236,349Liabilities 2011: $1,179Net Assets 2011: $235,1702011Assets 2012: $229,129Liabilities 2012: $5,735Net Assets 2012: $223,3942012Assets 2013: $236,395Net Assets 2013: $236,3952013Assets 2014: $235,420Liabilities 2014: $2,950Net Assets 2014: $232,4702014Assets 2015: $229,783Net Assets 2015: $229,7832015Assets 2016: $230,618Liabilities 2016: $830Net Assets 2016: $229,7882016Assets 2017: $233,481Liabilities 2017: $500Net Assets 2017: $232,9812017Assets 2018: $232,047Net Assets 2018: $232,0472018Assets 2019: $244,582Liabilities 2019: $0Net Assets 2019: $244,5822019Assets 2020: $273,302Liabilities 2020: $0Net Assets 2020: $273,3022020Assets 2021: $288,267Net Assets 2021: $288,2672021Assets 2022: $261,852Net Assets 2022: $261,8522022Assets 2023: $238,262Net Assets 2023: $238,2622023Assets 2024: $226,574Liabilities 2024: $0Net Assets 2024: $226,5742024Assets 2025: $223,639Liabilities 2025: $0Net Assets 2025: $223,6392025

Highlighted filing

2016

Assets$230,618
Liabilities$830
Net Assets$229,788

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $134,983Expenses 2010: $125,927Net Income 2010: $9,0562010Revenue 2011: $157,860Expenses 2011: $156,001Net Income 2011: $1,8592011Revenue 2012: $141,216Expenses 2012: $152,992Net Income 2012: -$11,7762012Revenue 2013: $146,305Expenses 2013: $133,304Net Income 2013: $13,0012013Revenue 2014: $149,158Expenses 2014: $153,083Net Income 2014: -$3,9252014Revenue 2015: $145,559Expenses 2015: $148,246Net Income 2015: -$2,6872015Revenue 2016: $182,451Expenses 2016: $182,446Net Income 2016: $52016Revenue 2017: $186,520Expenses 2017: $183,327Net Income 2017: $3,1932017Revenue 2018: $192,100Expenses 2018: $193,034Net Income 2018: -$9342018Revenue 2019: $257,887Expenses 2019: $245,352Net Income 2019: $12,5352019Revenue 2020: $181,181Expenses 2020: $152,461Net Income 2020: $28,7202020Revenue 2021: $169,262Expenses 2021: $154,297Net Income 2021: $14,9652021Revenue 2022: $177,619Expenses 2022: $204,034Net Income 2022: -$26,4152022Revenue 2023: $176,973Expenses 2023: $200,563Net Income 2023: -$23,5902023Revenue 2024: $208,303Expenses 2024: $219,756Net Income 2024: -$11,4532024Revenue 2025: $225,786Expenses 2025: $228,721Net Income 2025: -$2,9352025

Highlighted filing

2016

Revenue$182,451
Expenses$182,446
Net Income$5
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$182,451
Mission and Program Overview

Mission

The trusteeship was founded in 1979 to bring together preeminent women of achievement and influence in diverse fields, and to provide them with a forum for the exchange of ideas and experiences. The trusteeship is a founding member affiliate of the international women's forum, which is composed of affiliates throught the united states and around the world.often, individual memebers work together to address significant issues at local, state, national and international levels. In the process, they pool resources, solidify relationships and create networks of power and communication. Throgh the dictiction of it's members and the importance of their costituencies, the trusteeship exemplifies the leadership role of women and demostrates the impact they are having on society.

The trusteeship was founded in 1979 to bring together preeminent women of achievement and influence in diverse fields, and to provide them with a forum for the exchange of ideas and experiences. The trusteeship is a founding member affiliate of the international women's forum, which is composed of affiliates throughout the united states and around the world. Often, individual members work together to address significant issues at local, state, national and international levels. In the process, they pool resources, solidify relationships and create networks of power and communication. Through the distinction of it's members and the importance of their constituencies, the trusteeship exemplifies the leadership role of women and demonstrates the impact they are having on society.

Program Services

DescriptionGrantsExpenses
Four Board meetings are held each quarter- March, June, September and December.Two Membership Committee meetings - February and August.One Program Committee meeting - DecemberDinners are held at the private homes of our members. Each event focused on a different theme and different guest speakers outside of the organization.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARA BALFOURPresident-$0--
CHRISTINE ESSELTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Trusteeship for the Betterment
EIN
95-3682451
Phone
9497067343
Address
2618 SAN MIGUEL DRIVE 408, NEWPORT BEACH, CA 92660

Signing Officer

Name
Tara Balfour
Title
President
Signed
2017-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Katz Cassidy an Accountancy Corp
Address
11400 West Olympic Boulevard 1050, Los Angeles, CA 90064
Preparer
Barbara a Barschak
Phone
3104776300
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $5250

Other Expenses.1003

Information Technology $784

Other Expenses.1012

Insurance $4683

Other Expenses.1

PROGRAM EXPENSES $55372

Other Expenses.2

DUES TO IWF $35085

Other Expenses.4

Presidents IWF COSTS $1000

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $830

Raw XML Appendix108 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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IRS990EZ/PrimaryExemptPurposeTxt0THE TRUSTEESHIP WAS FOUNDED IN 1979 TO BRING TOGETHER PREEMINENT WOMEN OF ACHIEVEMENT AND INFLUENCE IN DIVERSE FIELDS, AND TO PROVIDE THEM WITH A FORUM FOR THE EXCHANGE OF IDEAS AND EXPERIENCES. THE TRUSTEESHIP IS A FOUNDING MEMBER AFFILIATE OF THE INTERNATIONAL WOMEN'S FORUM, WHICH IS COMPOSED OF AFFILIATES THROUGHOUT THE UNITED STATES AND AROUND THE WORLD. OFTEN, INDIVIDUAL MEMBERS WORK TOGETHER TO ADDRESS SIGNIFICANT ISSUES AT LOCAL, STATE, NATIONAL AND INTERNATIONAL LEVELS. IN THE PROCESS, THEY POOL RESOURCES, SOLIDIFY RELATIONSHIPS AND CREATE NETWORKS OF POWER AND COMMUNICATION. THROUGH THE DISTINCTION OF IT'S MEMBERS AND THE IMPORTANCE OF THEIR CONSTITUENCIES, THE TRUSTEESHIP EXEMPLIFIES THE LEADERSHIP ROLE OF WOMEN AND DEMONSTRATES THE IMPACT THEY ARE HAVING ON SOCIETY.
IRS990EZ/PrintingPublicationsPostageAmt04518
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $5250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $4683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES $55372
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Presidents IWF COSTS $1000
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ReturnHeader/Filer/EIN0953682451
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ReturnHeader/PreparerPersonGrp/PhoneNum03104776300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A BARSCHAK
ReturnHeader/ReturnTs02017-11-01T11:46:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$2.26$2.29$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$2.08$2.20$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.38$2.38$1.77$2.01$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.62$2.62$1.78$2.04$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.88$2.88$1.69$1.54$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$1.81$1.52$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$2.58$2.45$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.32$2.32$1.92$1.93$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.33$1.87$1.83$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.01$2.30$1.82$1.82$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.30$2.30$1.46$1.48$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.03$2.32$1.49$1.53$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.36$2.36$1.46$1.33$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.06$2.23$1.41$1.53$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.01$2.35$1.58$1.56$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.00$2.33$1.35$1.26$0.09