Civic Intelligence

The Katherine B Clagett Charitable Trust

990PF • Fiscal year 2016 • EIN 20-7194792

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2018

Organization Profile
12001 Old Marlboro PikeUpper Marlboro, MD 20772

(301) 627-8035

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

99th percentile

6.30x

Higher debt load relative to revenue than 99% of similar nonprofits.

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

Net Margin

3rd percentile

-595%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

38th percentile

-3.8%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

39th percentile

-6.3%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$274,412

Down $10,930 (-3.8%) from 2015

Net Assets

Down

$263,222

Down $10,570 (-3.9%) from 2015

Liabilities

Down

$11,190

Down $360 (-3.1%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

Down

$1,777

Down $119 (-6.3%) from 2015

Expenses

Down

$12,347

Down $353 (-2.8%) from 2015

Net Income

Up

-$10,570

Up $234 (+2.2%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$400K$300K$200K$100K$0Assets 2011: $342,893Liabilities 2011: $14,183Net Assets 2011: $328,7102011Assets 2012: $324,990Liabilities 2012: $13,3552012Assets 2014: $296,754Liabilities 2014: $12,158Net Assets 2014: $284,5962014Assets 2015: $285,342Liabilities 2015: $11,550Net Assets 2015: $273,7922015Assets 2016: $274,412Liabilities 2016: $11,190Net Assets 2016: $263,2222016Assets 2018: $257,500Liabilities 2018: $10,140Net Assets 2018: $247,3602018Assets 2019: $252,780Liabilities 2019: $10,501Net Assets 2019: $242,2792019Assets 2020: $246,542Liabilities 2020: $10,220Net Assets 2020: $236,3222020Assets 2021: $245,306Liabilities 2021: $12,770Net Assets 2021: $232,5362021Assets 2022: $248,436Liabilities 2022: $11,550Net Assets 2022: $236,8862022Assets 2023: $245,932Liabilities 2023: $12,250Net Assets 2023: $233,6822023Assets 2024: $247,900Liabilities 2024: $11,980Net Assets 2024: $235,9202024

Highlighted filing

2016

Assets$274,412
Liabilities$11,190
Net Assets$263,222
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2011: $16,1002011Revenue 2012: $33Expenses 2012: $17,121Net Income 2012: -$17,0882012Revenue 2014: $33Expenses 2014: $13,288Net Income 2014: -$13,2552014Revenue 2015: $1,896Expenses 2015: $12,700Net Income 2015: -$10,8042015Revenue 2016: $1,777Expenses 2016: $12,347Net Income 2016: -$10,5702016Revenue 2018: $4,869Expenses 2018: $11,327Net Income 2018: -$6,4582018Revenue 2019: $6,581Expenses 2019: $11,662Net Income 2019: -$5,0812019Revenue 2020: $5,492Expenses 2020: $11,449Net Income 2020: -$5,9572020Revenue 2021: $9,578Expenses 2021: $13,364Net Income 2021: -$3,7862021Revenue 2022: $20,017Expenses 2022: $15,667Net Income 2022: $4,3502022Revenue 2023: $13,280Expenses 2023: $16,484Net Income 2023: -$3,2042023Revenue 2024: $16,590Expenses 2024: $14,352Net Income 2024: $2,2382024

Highlighted filing

2016

Revenue$1,777
Expenses$12,347
Net Income-$10,570
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN C CARRTrustee-$0--
ELIZABETH M CLAGETTTrustee-$0--
HUGH C CLAGETTTrustee-$0--
JOHN CARRTrustee-$0--
JON D JACOBSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Katherine B Clagett Charitable
EIN
20-7194792
Phone
3016278035
Address
12001 OLD MARLBORO PIKE, UPPER MARLBORO, MD 20772

Signing Officer

Name
Kathleen C Carr
Title
Trustee
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Mattingly CPA
Address
4807 CRAIN HIGHWAY, UPPER MARLBORO, MD 20772
Preparer
Harvey T Mattingly CPA
Phone
3015740060
Raw XML Appendix298 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.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2297 FOREST SPRING DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt312001 MARLBORO PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt48703 STOCKTON PKWY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ALEXANDRIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SOCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CARE OF TERMINALLY ILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PATIENT HEALTH SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SAVE CHESAPEAKE BAY WATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DEVELOPMENTAL DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5HEALING EMOTIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1HOSPICE OF CHESAPEAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COMMUNITY SUPPORT SYSTEMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CHESAPEAKE BAY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ARC OF SOUTHERN MARYLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE DOORWAYS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1445 DEFENSE HGWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36 HERNDON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4355 W DARES BEACH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5612 E MARSHALL ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PRINCE FREDERICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RICHMOND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220608
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420678
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd523219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011190
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011190
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011190
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011190
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN C CARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHERINE B CLAGETT CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0207194792
ReturnHeader/Filer/PhoneNum03016278035
ReturnHeader/Filer/USAddress/AddressLine1Txt012001 OLD MARLBORO PIKE
ReturnHeader/Filer/USAddress/CityNm0UPPER MARLBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020772
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DC1B4D7DA081446AD303AD198D69F52DDF2E983B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DC1B4D7DA081446AD303AD198D69F52DDF2E983B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521091719
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTINGLY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04807 CRAIN HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UPPER MARLBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020772
ReturnHeader/PreparerPersonGrp/PhoneNum03015740060
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARVEY T MATTINGLY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-21T09:38:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$274,412
Liabilities
$11,190
Net assets
$263,222
Revenue
$1,777
Expenses
$12,347
Net income
-$10,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.12$2.36$0.17$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.12$2.34$0.13$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.12$2.37$0.20$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.13$2.33$0.10$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.10$2.36$0.05$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.11$2.42$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.58$0.10$2.47$0.05$0.11$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.74$0.11$2.63$0.02$0.12$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.85$0.12$2.74$0.02$0.13$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.12$2.85$0.00$0.13$0.13
2012Summary only. Only limited summary data is available for this year.$3.25$0.13$0.00$0.17$0.17
2011Detailed filing. Detailed filing data is available for this year.$3.43$0.14$3.29$0.16