Civic Intelligence

Barnet Segal Charitable Trust

990PF • Fiscal year 2021 • EIN 77-6024786

Apr 01, 2020 to Mar 31, 2021 • Filed on Aug 16, 2021

Organization Profile
PO Box S-1Carmel, CA 93921

(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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

6th percentile

-51%

Higher net margin than 6% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$77,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

13th percentile

-3.1%

Faster asset growth than 13% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-25%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$11,359,828

Down $360,752 (-3.1%) from 2020

Net Assets

Down

$11,336,428

Down $360,752 (-3.1%) from 2020

Liabilities

Flat

$23,400

Flat from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin6th percentile

Revenue

Down

$713,810

Down $235,563 (-25%) from 2020

Expenses

Up

$1,074,562

Up $162,020 (+18%) from 2020

Net Income

Down

-$360,752

Down $397,583 (-1079%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2021

Assets$11,359,828
Liabilities$23,400
Net Assets$11,336,428
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$713,810
Expenses$1,074,562
Net Income-$360,752
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Aug 16, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BRODSLEYTrusteePT$77,000-$77,000
STUART BERMANTrusteePT$77,000-$77,000
Filing and Contact Details

Filer

Filer Name
Barnet Segal Charitable Trust
EIN
77-6024786
Phone
8316251118
Address
PO BOX S-1, CARMEL, CA 93921

Signing Officer

Name
Stuart Berman
Title
Trustee
Signed
2021-08-16
Discuss with paid preparer
Yes

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
1188 Padre Drive Suite 101, Salinas, CA 93901
Preparer
Kris Toscano CPA
Phone
8317596300
Raw XML Appendix377 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt026515 CARMEL RANCHO BLVD STE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARMEL
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HAYASHI WAYLAND
IRS990PF/StatementsRegardingActyGrp/PhoneNum08316245333
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010745
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt067752
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LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05115
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21071
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120140
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2237
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31071
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt420140
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISOR FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt198484
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TaxesSchedule/TaxesDetail/Amt118680
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt085
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART BERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARNET SEGAL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0776024786
ReturnHeader/Filer/PhoneNum08316251118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX S-1
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093921
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201939256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYASHI WAYLAND Accounting & Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01188 Padre Drive Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salinas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093901
ReturnHeader/PreparerPersonGrp/PhoneNum08317596300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kris Toscano CPA
ReturnHeader/ReturnTs02021-08-16T15:15:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STUART
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERMAN
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,359,828
Liabilities
$23,400
Net assets
$11,336,428
Revenue
$713,810
Expenses
$1,074,562
Net income
-$360,752
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