Civic Intelligence

The Trusteeship for the Betterment of Women Inc

990EZ • Fiscal year 2018 • EIN 95-3682451

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

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

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

41st percentile

-0.5%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

44th percentile

-0.6%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

3.0%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$232,047

Down $1,434 (-0.6%) from 2017

Net Assets

Down

$232,047

Down $934 (-0.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$192,100

Up $5,580 (+3.0%) from 2017

Expenses

Up

$193,034

Up $9,707 (+5.3%) from 2017

Net Income

Down

-$934

Down $4,127 (-129%) from 2017

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

2018

Assets$232,047
Liabilities-
Net Assets$232,047

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

2018

Revenue$192,100
Expenses$193,034
Net Income-$934
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$192,100
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 year - 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
KAREN CAPLANPresident-$0--
ZELDA MARZECTreasurer-$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
Karen B Caplan
Title
President
Signed
2019-05-10
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

Payments to Affiliates.1

Name: INTERNATIONAL WOMEN'S FORUM | Address: 1155 15TH ST. NW, SUITE 1000 WASHINTON, DC 20005 | Purpose of payment: DUES | Amount: $27180

Other Expenses.1002

Office Expenses $6776

Other Expenses.1003

Information Technology $1335

Other Expenses.1007

Conferences, Conventions, and Meetings $69063

Other Expenses.1012

Insurance $4652

Other Expenses.3

TAXES & LICENSES $40

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $500 Accounts Payable and Accrued Expenses - Ending $0

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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