Civic Intelligence

Barnet Segal Charitable Trust

990PF • Fiscal year 2014 • EIN 77-6024786

Apr 01, 2013 to Mar 31, 2014 • Filed on Nov 14, 2014

Organization Profile
PO Box S-193921

(831) 625-1118

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$78,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

29th percentile

-1.7%

Faster asset growth than 29% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-9.9%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$9,973,350

Down $174,463 (-1.7%) from 2013

Net Assets

$9,951,120

No earlier filing loaded for comparison.

Liabilities

Up

$22,230

Up $10,630 (+92%) from 2013

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin13th percentile

Revenue

Down

$758,546

Down $83,686 (-9.9%) from 2013

Expenses

Up

$943,639

Up $169,792 (+22%) from 2013

Net Income

Down

-$185,093

Down $253,478 (-371%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$15M$10M$5.0M$0Assets 2012: $10,094,395Liabilities 2012: $11,6002012Assets 2013: $10,147,813Liabilities 2013: $11,6002013Assets 2014: $9,973,350Liabilities 2014: $22,230Net Assets 2014: $9,951,1202014Assets 2015: $10,531,173Liabilities 2015: $48,605Net Assets 2015: $10,482,5682015Assets 2016: $10,048,318Liabilities 2016: $55,265Net Assets 2016: $9,993,0532016Assets 2017: $9,803,701Liabilities 2017: $51,130Net Assets 2017: $9,752,5712017Assets 2018: $9,898,404Liabilities 2018: $55,374Net Assets 2018: $9,843,0302018Assets 2019: $11,683,749Liabilities 2019: $23,400Net Assets 2019: $11,660,3492019Assets 2020: $11,720,580Liabilities 2020: $23,400Net Assets 2020: $11,697,1802020Assets 2021: $11,359,828Liabilities 2021: $23,400Net Assets 2021: $11,336,4282021Assets 2022: $11,825,218Liabilities 2022: $23,400Net Assets 2022: $11,801,8182022Assets 2023: $11,243,242Liabilities 2023: $23,400Net Assets 2023: $11,219,8422023Assets 2024: $11,011,073Liabilities 2024: $11,800Net Assets 2024: $10,999,2732024Assets 2025: $10,922,696Liabilities 2025: $11,800Net Assets 2025: $10,910,8962025

Highlighted filing

2014

Assets$9,973,350
Liabilities$22,230
Net Assets$9,951,120
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $2,977,726Expenses 2012: $157,620Net Income 2012: $2,820,1062012Revenue 2013: $842,232Expenses 2013: $773,847Net Income 2013: $68,3852013Revenue 2014: $758,546Expenses 2014: $943,639Net Income 2014: -$185,0932014Revenue 2015: $1,165,590Expenses 2015: $995,567Net Income 2015: $170,0232015Revenue 2016: $569,775Expenses 2016: $1,104,606Net Income 2016: -$534,8312016Revenue 2017: $765,678Expenses 2017: $1,031,323Net Income 2017: -$265,6452017Revenue 2018: $1,228,183Expenses 2018: $1,123,206Net Income 2018: $104,9772018Revenue 2019: $2,780,525Expenses 2019: $963,206Net Income 2019: $1,817,3192019Revenue 2020: $949,373Expenses 2020: $912,542Net Income 2020: $36,8312020Revenue 2021: $713,810Expenses 2021: $1,074,562Net Income 2021: -$360,7522021Revenue 2022: $1,600,872Expenses 2022: $1,135,456Net Income 2022: $465,4162022Revenue 2023: $411,040Expenses 2023: $992,486Net Income 2023: -$581,4462023Revenue 2024: $765,890Expenses 2024: $986,459Net Income 2024: -$220,5692024Revenue 2025: $954,973Expenses 2025: $1,043,350Net Income 2025: -$88,3772025

Highlighted filing

2014

Revenue$758,546
Expenses$943,639
Net Income-$185,093
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BRODSLEYTrusteePT$78,000-$78,000
STUART BERMANTrusteePT$78,000-$78,000
Filing and Contact Details

Filer

EIN
77-6024786
Phone
8316251118

Signing Officer

Name
William Brodsley
Title
Trustee
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Kris Toscano CPA
Phone
8316245333
Raw XML AppendixShowing 400 of 432 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 61086
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24368
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0677888
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0677888
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0677888
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1026515 CARMEL RANCHO BLVD STE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CARMEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode093923
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10HAYASHI WAYLAND
IRS990PF/StatementsRegardingActyGrp/PhoneNum08316245333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE SCHEDULE ATTACHED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode093923
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0515000
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/AppliedToCurrentYearAmt0676959
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0929
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0680821
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0677888
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03862
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0929
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt05115
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05115
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CARTER, DOUGHERTY, ET AL
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1FENTON & KELLER
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0248
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt139110
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0248
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt139110
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMORTIZATION OF BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC INVESTMENT EXP FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE SUPPLIES & EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15202
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21374
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3433
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt039593
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039593
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25202
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41374
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5433
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt615123
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0205
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0205
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt011600
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0RENTAL DEPOSITS - OCEAN & 8TH
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1RENTAL DEPOSIT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt011600
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt110630
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0108260
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVEST MGR FEES - VARIOUS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0108260
TaxesSchedule/TaxesDetail/Amt07000
TaxesSchedule/TaxesDetail/Amt113153
TaxesSchedule/TaxesDetail/Amt22881
TaxesSchedule/TaxesDetail/Amt310

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,973,350
Liabilities
$22,230
Net assets
$9,951,120
Revenue
$758,546
Expenses
$943,639
Net income
-$185,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.9$0.01$10.9$0.95$1.04$0.09
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.01$11.0$0.77$0.99$0.22
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.02$11.2$0.41$0.99$0.58
2022Detailed filing. Detailed filing data is available for this year.$11.8$0.02$11.8$1.60$1.14$0.47
2021Detailed filing. Detailed filing data is available for this year.$11.4$0.02$11.3$0.71$1.07$0.36
2020Detailed filing. Detailed filing data is available for this year.$11.7$0.02$11.7$0.95$0.91$0.04
2019Detailed filing. Detailed filing data is available for this year.$11.7$0.02$11.7$2.78$0.96$1.82
2018Detailed filing. Detailed filing data is available for this year.$9.90$0.06$9.84$1.23$1.12$0.10
2017Detailed filing. Detailed filing data is available for this year.$9.80$0.05$9.75$0.77$1.03$0.27
2016Detailed filing. Detailed filing data is available for this year.$10.0$0.06$9.99$0.57$1.10$0.53
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.05$10.5$1.17$1.00$0.17
2014Detailed filing. Detailed filing data is available for this year.$9.97$0.02$9.95$0.76$0.94$0.19
2013Summary only. Only limited summary data is available for this year.$10.1$0.01$0.84$0.77$0.07
2012Summary only. Only limited summary data is available for this year.$10.1$0.01$2.98$0.16$2.82