Civic Intelligence

Lucy Garjian Charitable Trust

990PF • Fiscal year 2016 • EIN 95-7116819

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

800 Wilshire Blvd No 1500Los Angeles, CA 90017

(213) 680-9212

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

21st percentile

-15%

Higher net margin than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$5,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-2.3%

Faster asset growth than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

-0.4%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$480,290

Down $11,161 (-2.3%) from 2015

Net Assets

Down

$477,295

Down $11,161 (-2.3%) from 2015

Liabilities

Flat

$2,995

Flat from 2015

Revenue

Down

$72,012

Down $297 (-0.4%) from 2015

Expenses

Up

$83,173

Up $17,141 (+26%) from 2015

Net Income

Down

-$11,161

Down $17,438 (-278%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $448,638Liabilities 2011: $2,995Net Assets 2011: $445,6432011Assets 2012: $452,341Liabilities 2012: $2,995Net Assets 2012: $449,3462012Assets 2013: $475,225Liabilities 2013: $2,995Net Assets 2013: $472,2302013Assets 2014: $485,174Liabilities 2014: $2,995Net Assets 2014: $482,1792014Assets 2015: $491,451Liabilities 2015: $2,995Net Assets 2015: $488,4562015Assets 2016: $480,290Liabilities 2016: $2,995Net Assets 2016: $477,2952016Assets 2017: $498,161Liabilities 2017: $2,995Net Assets 2017: $495,1662017Assets 2018: $510,806Liabilities 2018: $8,920Net Assets 2018: $501,8862018Assets 2019: $522,325Liabilities 2019: $8,770Net Assets 2019: $513,5552019Assets 2020: $552,625Liabilities 2020: $12,800Net Assets 2020: $539,8252020Assets 2021: $570,148Liabilities 2021: $10,500Net Assets 2021: $559,6482021Assets 2022: $579,138Liabilities 2022: $8,450Net Assets 2022: $570,6882022Assets 2023: $574,694Liabilities 2023: $8,450Net Assets 2023: $566,2442023Assets 2024: $557,889Liabilities 2024: $3,301Net Assets 2024: $554,5882024

Highlighted filing

2016

Assets$480,290
Liabilities$2,995
Net Assets$477,295

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $77,1832011Expenses 2012: $66,9032012Revenue 2013: $71,794Expenses 2013: $48,910Net Income 2013: $22,8842013Revenue 2014: $74,122Expenses 2014: $64,173Net Income 2014: $9,9492014Revenue 2015: $72,309Expenses 2015: $66,032Net Income 2015: $6,2772015Revenue 2016: $72,012Expenses 2016: $83,173Net Income 2016: -$11,1612016Revenue 2017: $98,853Expenses 2017: $80,982Net Income 2017: $17,8712017Revenue 2018: $84,863Expenses 2018: $78,143Net Income 2018: $6,7202018Revenue 2019: $97,700Expenses 2019: $86,031Net Income 2019: $11,6692019Revenue 2020: $103,423Expenses 2020: $77,153Net Income 2020: $26,2702020Revenue 2021: $103,864Expenses 2021: $84,041Net Income 2021: $19,8232021Revenue 2022: $92,191Expenses 2022: $81,151Net Income 2022: $11,0402022Revenue 2023: $93,588Expenses 2023: $98,032Net Income 2023: -$4,4442023Revenue 2024: $77,939Expenses 2024: $89,595Net Income 2024: -$11,6562024

Highlighted filing

2016

Revenue$72,012
Expenses$83,173
Net Income-$11,161
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE R PHILLIPSTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Lucy Garjian Charitable Trust
EIN
95-7116819
Phone
2136809212
Address
800 WILSHIRE BLVD NO 1500, LOS ANGELES, CA 90017

Signing Officer

Name
George R Phillips
Title
Trustee
Phone
2136809212
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Phillips Law Partners Llp
Address
800 WILSHIRE BLVD 15TH FLOOR, LOS ANGELES, CA 90017-2619
Preparer
Gary R Phillips
Phone
2136809212
Raw XML Appendix366 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARMENIAN EVANGELICAL SCHOOLS OF CALIFORNIA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013330 RIVERSIDE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHERMAN OAKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091423
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt040478
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05076
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06713
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06713
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052267
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06713
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06713
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05076
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL AND ACCOUNTING
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03482
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06964
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03482
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEE TO FTB (FORM 199)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEE TO DEPT OF JUSTICE (FORM RRF-1)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5LANDSCAPE & GARDENING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6CLEANING SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PROGRAM FEE - HCIDLA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22446
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31588
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt43951
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt7271
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt972
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22446
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31588
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43951
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7271
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt972
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02995
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SECURITY DEPOSIT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02995
TaxesSchedule/TaxesDetail/Amt02362
TaxesSchedule/TaxesDetail/Amt18978
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18978
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE R PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02136809212
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCY GARJIAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUCY
ReturnHeader/Filer/EIN0957116819
ReturnHeader/Filer/PhoneNum02136809212
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 WILSHIRE BLVD NO 1500
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05498EACD37923534DEF67FDCD3DC1DF5795F2414
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0616BB30B53441401B0403BDED311DFEB6CDEA213
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.192.113.115
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:14:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273707378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIPS LAW PARTNERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 WILSHIRE BLVD 15TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900172619
ReturnHeader/PreparerPersonGrp/PhoneNum02136809212
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY R PHILLIPS
ReturnHeader/ReturnTs02017-11-10T18:13:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.03$5.55$0.78$0.90$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.08$5.66$0.94$0.98$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.79$0.08$5.71$0.92$0.81$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.11$5.60$1.04$0.84$0.20
2020Detailed filing. Detailed filing data is available for this year.$5.53$0.13$5.40$1.03$0.77$0.26
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.09$5.14$0.98$0.86$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.11$0.09$5.02$0.85$0.78$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.98$0.03$4.95$0.99$0.81$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.80$0.03$4.77$0.72$0.83$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.91$0.03$4.88$0.72$0.66$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.85$0.03$4.82$0.74$0.64$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.75$0.03$4.72$0.72$0.49$0.23
2012Detailed filing. Detailed filing data is available for this year.$4.52$0.03$4.49$0.67
2011Detailed filing. Detailed filing data is available for this year.$4.49$0.03$4.46$0.77