Civic Intelligence

Ingraham Memorial Fund C/O Susan T House Successor Trustee

990PF • Fiscal year 2016 • EIN 95-6017839

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

301 E Colorado Blvd Ste 900Pasadena, CA 91101

(626) 796-9123

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$14,269

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

61st percentile

3.8%

Faster asset growth than 61% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

172%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,122,311

Up $40,721 (+3.8%) from 2015

Net Assets

Up

$1,115,165

Up $40,721 (+3.8%) from 2015

Liabilities

Flat

$7,146

Flat from 2015

Revenue

Up

$156,235

Up $98,798 (+172%) from 2015

Expenses

Down

$115,514

Down $253 (-0.2%) from 2015

Net Income

Up

$40,721

Up $99,051 (+170%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $947,419Liabilities 2011: $7,1462011Assets 2012: $913,976Liabilities 2012: $7,1462012Assets 2013: $1,036,975Liabilities 2013: $7,1462013Assets 2014: $1,139,920Liabilities 2014: $7,146Net Assets 2014: $1,132,7742014Assets 2015: $1,081,590Liabilities 2015: $7,146Net Assets 2015: $1,074,4442015Assets 2016: $1,122,311Liabilities 2016: $7,146Net Assets 2016: $1,115,1652016Assets 2018: $1,130,591Liabilities 2018: $7,146Net Assets 2018: $1,123,4452018Assets 2019: $1,139,402Liabilities 2019: $7,146Net Assets 2019: $1,132,2562019Assets 2020: $1,144,767Liabilities 2020: $7,146Net Assets 2020: $1,137,6212020Assets 2021: $1,227,486Liabilities 2021: $7,146Net Assets 2021: $1,220,3402021Assets 2022: $1,219,338Liabilities 2022: $7,146Net Assets 2022: $1,212,1922022Assets 2023: $1,170,525Liabilities 2023: $7,1462023Assets 2024: $1,230,287Liabilities 2024: $0Net Assets 2024: $1,230,2872024

Highlighted filing

2016

Assets$1,122,311
Liabilities$7,146
Net Assets$1,115,165

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $544,052Expenses 2011: $101,997Net Income 2011: $442,0552011Revenue 2012: $92,504Expenses 2012: $125,947Net Income 2012: -$33,4432012Revenue 2013: $231,103Expenses 2013: $108,104Net Income 2013: $122,9992013Revenue 2014: $226,479Expenses 2014: $123,534Net Income 2014: $102,9452014Revenue 2015: $57,437Expenses 2015: $115,767Net Income 2015: -$58,3302015Revenue 2016: $156,235Expenses 2016: $115,514Net Income 2016: $40,7212016Revenue 2018: $89,012Expenses 2018: $86,085Net Income 2018: $2,9272018Revenue 2019: $122,014Expenses 2019: $113,203Net Income 2019: $8,8112019Revenue 2020: $108,505Expenses 2020: $107,258Net Income 2020: $1,2472020Revenue 2021: $201,643Expenses 2021: $121,621Net Income 2021: $80,0222021Revenue 2022: $129,167Expenses 2022: $133,534Net Income 2022: -$4,3672022Revenue 2023: $85,551Expenses 2023: $134,729Net Income 2023: -$49,1782023Revenue 2024: $148,270Expenses 2024: $85,427Net Income 2024: $62,8432024

Highlighted filing

2016

Revenue$156,235
Expenses$115,514
Net Income$40,721
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN T HOUSETrustee-$14,269-$14,269
Filing and Contact Details

Filer

Filer Name
Ingraham Memorial Fund
EIN
95-6017839
Phone
6267969123
Address
301 E COLORADO BLVD STE 900, PASADENA, CA 91101

Signing Officer

Name
Susan T House
Title
Successor Trustee
Phone
6267969123
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Martin Werbelow Llp
Address
300 N LAKE AVE SUITE 930, PASADENA, CA 91101-4106
Preparer
Donald Westenhaver Jr
Phone
6265771440
Raw XML Appendix367 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0INDICATED ON THE ATTACHED LIST OF DONATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NO GRANTS ARE MADE TO INDIVIDUAL AP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06267969123
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0301 E COLORADO BLVD STE 900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt280000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OF PROFESSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT OF LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIRST UNITED METHODIST CHURCH OF PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SCHOOL OF THEOLOGY AT CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE CHANDLER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WEBB SCHOOL OF CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL PUBLIC CHARIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHURCH PUBLIC CHARIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2SCHOOL PUBLIC CHARIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3SCHOOL PUBLIC CHARIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4SCHOOL PUBLIC CHARIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01200 E CALIFORNIA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1500 E COLORADO BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21325 N COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31005 ARMADA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41175 W BASELINE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491711
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt092000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt055445
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt040898
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt096343
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035585
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt040898
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt231
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06689
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01003
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05686
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN T HOUSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUCCESSOR TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06267969123
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INGRAHAM MEMORIAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SUSAN T HOUSE SUCCESSOR TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0INGR
ReturnHeader/Filer/EIN0956017839
ReturnHeader/Filer/PhoneNum06267969123
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 E COLORADO BLVD STE 900
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EE2DD6E39E23DD08F3C4C38B29402ADDF62DBE7F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03F8BEED27661CE60314141D52AB34EC117FC541A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.199.135.25
ReturnHeader/FilingSecurityInformation/IPDt02017-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:32:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951720829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN WERBELOW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 N LAKE AVE SUITE 930
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0911014106
ReturnHeader/PreparerPersonGrp/PhoneNum06265771440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD WESTENHAVER JR
ReturnHeader/ReturnTs02017-05-15T13:58:57-05:00
ReturnHeader/ReturnTypeCd0990PF
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
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.15$0.09$0.06
2023Summary only. Only limited summary data is available for this year.$1.17$0.01$0.09$0.13$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.01$1.21$0.13$0.13$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.01$1.22$0.20$0.12$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.01$1.14$0.11$0.11$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.01$1.13$0.12$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.12$0.16$0.12$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.01$1.07$0.06$0.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$0.23$0.12$0.10
2013Summary only. Only limited summary data is available for this year.$1.04$0.01$0.23$0.11$0.12
2012Summary only. Only limited summary data is available for this year.$0.91$0.01$0.09$0.13$0.03
2011Summary only. Only limited summary data is available for this year.$0.95$0.01$0.54$0.10$0.44