Civic Intelligence

The Katherine B Clagett Charitable Trust

990PF • Fiscal year 2019 • EIN 20-7194792

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

75th percentile

0.04x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

1.60x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-77%

Higher net margin than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

35%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$252,780

Down $4,720 (-1.8%) from 2018

Net Assets

Down

$242,279

Down $5,081 (-2.1%) from 2018

Liabilities

Up

$10,501

Up $361 (+3.6%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin8th percentile

Revenue

Up

$6,581

Up $1,712 (+35%) from 2018

Expenses

Up

$11,662

Up $335 (+3.0%) from 2018

Net Income

Up

-$5,081

Up $1,377 (+21%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2019

Assets$252,780
Liabilities$10,501
Net Assets$242,279
Open 2019 Filing

Operations Trend

Revenue Growth82nd 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

2019

Revenue$6,581
Expenses$11,662
Net Income-$5,081
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
2020-11-16
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 Appendix342 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SERVICE CHARGES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
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TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN C CARR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHERINE B CLAGETT CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KATH
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ReturnHeader/Filer/PhoneNum03016278035
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.244.89.21
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:22:00
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/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARVEY T MATTINGLY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T13:22:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$252,780
Liabilities
$10,501
Net assets
$242,279
Revenue
$6,581
Expenses
$11,662
Net income
-$5,081
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