Civic Intelligence

The Katherine B Clagett Charitable Trust

990PF • Fiscal year 2020 • EIN 20-7194792

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
12001 Old Marlboro PikeUpper Marlboro, MD 20772

(301) 627-8035

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$246,542

Flat from 2020

Net Assets

Up

$246,542

Up $10,220 (+4.3%) from 2020

Liabilities

Down

$0

Down $10,220 (-100%) from 2020

Revenue And Expenses

Revenue

Down

$5,377

Down $115 (-2.1%) from 2020

Expenses

Down

$1,114

Down $10,335 (-90%) from 2020

Net Income

Up

$4,263

Up $10,220 (+172%) from 2020

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2020: $246,5422020Assets 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

2020

Assets$246,542
Liabilities$0
Net Assets$246,542
Open 2020 Filing

Operations Trend

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: $5,377Expenses 2020: $1,114Net Income 2020: $4,2632020Revenue 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

2020

Revenue$5,377
Expenses$1,114
Net Income$4,263
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Compensation and Service Providers

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
John Carr
Title
Trustee
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Mattingly & Associates LLC
Address
2219 YORK ROAD SUITE 302, TIMONIUM, MD 21093-3231
Preparer
Scott T Mattingly CPA
Phone
4102526800
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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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020772
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811001070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTINGLY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02219 YORK ROAD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIMONIUM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0210933231
ReturnHeader/PreparerPersonGrp/PhoneNum04102526800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT T MATTINGLY CPA
ReturnHeader/ReturnTs02021-11-11T12:19:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,542
Liabilities
$0
Net assets
$246,542
Revenue
$5,377
Expenses
$1,114
Net income
$4,263
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$0.00$2.47$0.05$0.01$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