Civic Intelligence

Ailene B & Pierre P Claeyssens Charitable Trust

990PF • Fiscal year 2016 • EIN 77-6052982

Jan 01, 2016 to Dec 31, 2016 • Filed on May 06, 2017

Organization Profile
PO Box 30586Santa Barbara, CA 93130-0586

(805) 966-0543

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

35th percentile

-2.2%

Higher net margin than 35% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$36,175

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.1%

Faster asset growth than 43% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$6,149,947

Down $9,082 (-0.1%) from 2015

Net Assets

Down

$6,149,047

Down $9,082 (-0.1%) from 2015

Liabilities

Flat

$900

Flat from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin35th percentile

Revenue

Down

$418,108

Down $1,996,145 (-83%) from 2015

Expenses

Up

$427,190

Up $25,014 (+6.2%) from 2015

Net Income

Down

-$9,082

Down $2,021,159 (-100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,875,909Liabilities 2011: $02011Assets 2012: $4,173,137Liabilities 2012: $02012Assets 2013: $4,237,919Liabilities 2013: $9002013Assets 2014: $4,146,952Liabilities 2014: $900Net Assets 2014: $4,146,0522014Assets 2015: $6,159,029Liabilities 2015: $900Net Assets 2015: $6,158,1292015Assets 2016: $6,149,947Liabilities 2016: $900Net Assets 2016: $6,149,0472016Assets 2017: $6,250,986Liabilities 2017: $900Net Assets 2017: $6,250,0862017Assets 2018: $5,663,348Liabilities 2018: $900Net Assets 2018: $5,662,4482018Assets 2019: $6,052,770Liabilities 2019: $900Net Assets 2019: $6,051,8702019Assets 2020: $5,519,352Liabilities 2020: $900Net Assets 2020: $5,518,4522020Assets 2021: $5,658,990Liabilities 2021: $0Net Assets 2021: $5,658,9902021Assets 2022: $5,505,127Liabilities 2022: $0Net Assets 2022: $5,505,1272022Assets 2023: $5,309,004Liabilities 2023: $0Net Assets 2023: $5,309,0042023Assets 2024: $4,996,070Liabilities 2024: $0Net Assets 2024: $4,996,0702024

Highlighted filing

2016

Assets$6,149,947
Liabilities$900
Net Assets$6,149,047
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $284,270Expenses 2011: $260,570Net Income 2011: $23,7002011Revenue 2012: $409,207Expenses 2012: $111,979Net Income 2012: $297,2282012Revenue 2013: $438,463Expenses 2013: $374,581Net Income 2013: $63,8822013Revenue 2014: $288,720Expenses 2014: $379,687Net Income 2014: -$90,9672014Revenue 2015: $2,414,253Expenses 2015: $402,176Net Income 2015: $2,012,0772015Revenue 2016: $418,108Expenses 2016: $427,190Net Income 2016: -$9,0822016Revenue 2017: $490,193Expenses 2017: $389,154Net Income 2017: $101,0392017Revenue 2018: $370,035Expenses 2018: $957,673Net Income 2018: -$587,6382018Revenue 2019: $791,857Expenses 2019: $402,320Net Income 2019: $389,5372019Revenue 2020: -$35,820Expenses 2020: $497,598Net Income 2020: -$533,4182020Revenue 2021: $535,368Expenses 2021: $394,830Net Income 2021: $140,5382021Revenue 2022: $307,669Expenses 2022: $461,532Net Income 2022: -$153,8632022Revenue 2023: $221,371Expenses 2023: $417,494Net Income 2023: -$196,1232023Revenue 2024: $112,465Expenses 2024: $425,399Net Income 2024: -$312,9342024

Highlighted filing

2016

Revenue$418,108
Expenses$427,190
Net Income-$9,082
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANKCo Trustee-$36,175-$36,175
NOELLE CLAEYSSENS BURKEYCo Trustee-$3,675-$3,675
Filing and Contact Details

Filer

Filer Name
Ailene B & Pierre P Claeyssens
EIN
77-6052982
Phone
8059660543
Address
PO BOX 30586, SANTA BARBARA, CA 93130-0586

Signing Officer

Name
Noelle Claeyssens Burkey
Title
Trustee
Phone
8059660543
Signed
2017-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Damitz Brooks Nightingale
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Raw XML Appendix349 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0552
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02208
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0WOOD CLAEYSSENS FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0338264
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02016-11-30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THIS ORGANIZATION MADE A GRANT TO THE WOOD-CLAEYSSENS FOUNDATION, AN ORGANIZATION DESCRIBED IN IRS SEC. 501(C)3 AND SEC. 4942(J)(3). THE GRANTEE USED THE GRANT TO FURTHER THE PURPOSE OF THE NON-PROFIT ORGANIZATION IN PROVIDING GRANTS TO ORGANIZATIONS QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE GRANTEE MAKES GRANTS TO CALIFORNIA ORGANIZATIONS LOCATED IN SANTA BARBARA AND VENTURA COUNTIES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE GRANTEE MADE ITS REPORT TO THE BOARD. THIS ORGANIZATION VERIFIED THAT THE FUNDS WERE SPENT FOR THE PURPOSE INTENDED.
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0338986
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd01
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NOELLE BURKEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 30586
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0931300586
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08059660543
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0338264
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHER THE PURPOSE OF THE NON-PROFIT ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0WOOD-CLAEYSSENS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 30586
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093130
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0338264
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0722
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0338264
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0348439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0338986
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0347717
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0338264
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0900
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACCOUNTING FEES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0900
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1150
TaxesSchedule/TaxesDetail/Amt246131
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1SECRETARY OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt020
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1150
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NOELLE CLAEYSSENS BURKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059660543
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AILENE B & PIERRE P CLAEYSSENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AILE
ReturnHeader/Filer/EIN0776052982
ReturnHeader/Filer/PhoneNum08059660543
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 30586
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0931300586
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C0D6ADA3A7C287C0FAC304FAE9F4F7B44A96CDBA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0126C55C33015076242EA3A1EA892F641F0A51BAB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.64.156.34
ReturnHeader/FilingSecurityInformation/IPDt02017-05-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:55:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770076647
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAMITZ BROOKS NIGHTINGALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST CARRILLO STREET SUITE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059631837
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE MACAULAY
ReturnHeader/ReturnTs02017-05-10T11:42:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,149,947
Liabilities
$900
Net assets
$6,149,047
Revenue
$418,108
Expenses
$427,190
Net income
-$9,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.00$5.00$0.11$0.43$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.00$5.31$0.22$0.42$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.31$0.46$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.54$0.39$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.04$0.50$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.00$6.05$0.79$0.40$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.37$0.96$0.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.00$6.25$0.49$0.39$0.10
2016Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.42$0.43$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$2.41$0.40$2.01
2014Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.29$0.38$0.09
2013Summary only. Only limited summary data is available for this year.$4.24$0.00$0.44$0.37$0.06
2012Summary only. Only limited summary data is available for this year.$4.17$0.00$0.41$0.11$0.30
2011Summary only. Only limited summary data is available for this year.$3.88$0.00$0.28$0.26$0.02