Civic Intelligence

Ailene B & Pierre P Claeyssens Charitable Trust

990PF • Fiscal year 2020 • EIN 77-6052982

Jan 01, 2020 to Dec 31, 2020 • Filed on May 19, 2021

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

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

1489%

Higher net margin than 100% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$35,512

Higher top officer pay than 37% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

8th percentile

-8.8%

Faster asset growth than 8% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$5,519,352

Down $533,418 (-8.8%) from 2019

Net Assets

Down

$5,518,452

Down $533,418 (-8.8%) from 2019

Liabilities

Flat

$900

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$35,820

Down $827,677 (-105%) from 2019

Expenses

Up

$497,598

Up $95,278 (+24%) from 2019

Net Income

Down

-$533,418

Down $922,955 (-237%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2020

Assets$5,519,352
Liabilities$900
Net Assets$5,518,452
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue-$35,820
Expenses$497,598
Net Income-$533,418
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 19, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANKCo Trustee-$35,512-$35,512
NOELLE CLAEYSSENS BURKEYCo Trustee-$10,433-$10,433
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
2021-05-19
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 Appendix358 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02714
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02020-12-21
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/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
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
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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/Amt0342311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WOOD-CLAEYSSENS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
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/TotalGrantOrContriPdDurYrAmt0342311
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/AppliedToCurrentYearAmt01389
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0342311
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0345366
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0343700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0343977
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0342311
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SETTLEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1APPLICATION FEE - FORM 1023
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt218
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt035
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1471
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FRANCHISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SETTLEMENT OF CLASS-ACTION LAWSUIT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0471
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1471
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0900
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACCOUNTING FEES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0900
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt25117
TaxesSchedule/TaxesDetail/Amt37600
TaxesSchedule/TaxesDetail/Amt492482
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1SECRETARY OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX - 2019 990
TaxesSchedule/TaxesDetail/CategoryTxt3ESTIMATED EXCISE TAX - 2020 990
TaxesSchedule/TaxesDetail/CategoryTxt4INCOME TAX - 1041
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt175
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt40
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NOELLE CLAEYSSENS BURKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059660543
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-19
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/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/ReturnTs02021-05-20T11:13:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NOELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLAEYSSENS BURKEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,519,352
Liabilities
$900
Net assets
$5,518,452
Revenue
-$35,820
Expenses
$497,598
Net income
-$533,418
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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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