Civic Intelligence

Excalibur Foundation

990PF • Fiscal year 2017 • EIN 95-4773995

Nov 01, 2016 to Oct 31, 2017 • Filed on Feb 06, 2018

Organization Profile
1125 E BroadwayGlendale, CA 91205

(323) 257-5762

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-414%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-68%

Faster asset growth than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

3rd percentile

-89%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$60,378

Down $546,819 (-90%) from 2015

Net Assets

$60,378

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$422

Down $33,075 (-99%) from 2015

Expenses

Down

$2,168

Down $2,530 (-54%) from 2015

Net Income

Down

-$1,746

Down $30,545 (-106%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$800K$600K$400K$200K$0Assets 2011: $487,789Liabilities 2011: $02011Assets 2012: $506,288Liabilities 2012: $02012Assets 2013: $541,880Liabilities 2013: $02013Assets 2014: $578,816Liabilities 2014: $02014Assets 2015: $607,197Liabilities 2015: $02015Assets 2017: $60,378Liabilities 2017: $0Net Assets 2017: $60,3782017Assets 2018: $2,109Liabilities 2018: $0Net Assets 2018: $2,1092018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$60,378
Liabilities$0
Net Assets$60,378
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: -$359Expenses 2011: $2,025Net Income 2011: -$2,3842011Revenue 2012: $31,159Expenses 2012: $4,140Net Income 2012: $27,0192012Revenue 2013: $37,605Expenses 2013: $2,012Net Income 2013: $35,5932013Revenue 2014: $45,884Expenses 2014: $8,949Net Income 2014: $36,9352014Revenue 2015: $33,497Expenses 2015: $4,698Net Income 2015: $28,7992015Revenue 2017: $422Expenses 2017: $2,168Net Income 2017: -$1,7462017Revenue 2018: -$6,578Expenses 2018: $1,948Net Income 2018: -$8,5262018Revenue 2019: $0Expenses 2019: $2,109Net Income 2019: -$2,1092019

Highlighted filing

2017

Revenue$422
Expenses$2,168
Net Income-$1,746
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Feb 6, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM TRUAXTrustee-$0--
LYNDA NEUMANTrustee-$0--
RICHARD NEUMEYERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Excalibur Foundation
EIN
95-4773995
Phone
3232575762
Address
1125 E Broadway, Glendale, CA 91205

Signing Officer

Name
William D Truax
Title
Trustee
Phone
3232575762
Signed
2018-02-06
Discuss with paid preparer
Yes

Preparer

Firm
William D Truax EA Inc
Address
1125 E Broadway 161, Glendale, CA 91205
Preparer
William D Truax Ea
Phone
3232575762
Raw XML Appendix268 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01590
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt014057
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014434
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM TRUAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LYNDA NEUMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD NEUMEYER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14730 Janet Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22299 Orange Cove Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Glendale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2La Canada
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0471763
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0189
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1354
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Licenses & Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0189
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1354
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-2719
OtherIncomeSchedule2/OtherIncomeDetail/Desc0From Schedule K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-2719
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-2719
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt035
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0State/Local Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM D TRUAX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03232575762
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Excalibur Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EXCA
ReturnHeader/Filer/EIN0954773995
ReturnHeader/Filer/PhoneNum03232575762
ReturnHeader/Filer/USAddress/AddressLine1Txt01125 E Broadway
ReturnHeader/Filer/USAddress/CityNm0Glendale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD0BC78F5F2D0DD182B943D160B28FAAB0A57B40
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD0BC78F5F2D0DD182B943D160B28FAAB0A57B40
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.183.64.66
ReturnHeader/FilingSecurityInformation/IPDt02018-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:38:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William D Truax EA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01125 E Broadway 161
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091205
ReturnHeader/PreparerPersonGrp/PhoneNum03232575762
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM D TRUAX EA
ReturnHeader/ReturnTs02018-02-07T13:38:37-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,378
Liabilities
$0
Net assets
$60,378
Revenue
$422
Expenses
$2,168
Net income
-$1,746
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.07$0.02$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.00$0.02$0.02
2015Summary only. Only limited summary data is available for this year.$6.07$0.00$0.33$0.05$0.29
2014Summary only. Only limited summary data is available for this year.$5.79$0.00$0.46$0.09$0.37
2013Summary only. Only limited summary data is available for this year.$5.42$0.00$0.38$0.02$0.36
2012Summary only. Only limited summary data is available for this year.$5.06$0.00$0.31$0.04$0.27
2011Summary only. Only limited summary data is available for this year.$4.88$0.00$0.00$0.02$0.02