Civic Intelligence

Herbert Mclaughlin Charitable Trust 1

EIN 81-6273218 • San Francisco, CA

Revoked

Profile

Revocation date: May 15, 2025

2315 Broadway StreetSan Francisco, CA 94115
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Net Margin

12th percentile

-35%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$72,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 33.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

-2.4%

Faster asset growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

143%

Faster revenue growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$3,064,299

Down $73,948 (-2.4%) from 2020

Liabilities

Up

$1,690

Up $1,630 (+2717%) from 2020

Net Assets

Down

$3,062,609

Down $75,578 (-2.4%) from 2020

Operations
Liabilities / Revenue41st percentileNet Margin12th percentile

Revenue

Up

$217,424

Up $127,785 (+143%) from 2020

Expenses

Up

$293,002

Up $7,692 (+2.7%) from 2020

Net Income

Up

-$75,578

Up $120,093 (+61%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $370,080Liabilities 2016: $02016Assets 2017: $3,423,497Liabilities 2017: $0Net Assets 2017: $3,423,4972017Assets 2018: $3,403,147Liabilities 2018: $344Net Assets 2018: $3,402,8032018Assets 2019: $3,333,858Liabilities 2019: $1Net Assets 2019: $3,333,8582019Assets 2020: $3,138,247Liabilities 2020: $60Net Assets 2020: $3,138,1872020Assets 2021: $3,064,299Liabilities 2021: $1,690Net Assets 2021: $3,062,6092021

Highlighted filing

2021

Assets$3,064,299
Liabilities$1,690
Net Assets$3,062,609
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $400,080Expenses 2016: $30,000Net Income 2016: $370,0802016Revenue 2017: $3,065,397Expenses 2017: $11,980Net Income 2017: $3,053,4172017Revenue 2018: $92,909Expenses 2018: $113,603Net Income 2018: -$20,6942018Revenue 2019: $124,299Expenses 2019: $193,244Net Income 2019: -$68,9452019Revenue 2020: $89,639Expenses 2020: $285,310Net Income 2020: -$195,6712020Revenue 2021: $217,424Expenses 2021: $293,002Net Income 2021: -$75,5782021

Highlighted filing

2021

Revenue$217,424
Expenses$293,002
Net Income-$75,578
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$3,064,299
Liabilities
$1,690
Net assets
$3,062,609
Revenue
$217,424
Expenses
$293,002
Net income
-$75,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.22$0.29$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.09$0.29$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.12$0.19$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.09$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$3.07$0.01$3.05
2016Summary only. Only limited summary data is available for this year.$0.37$0.00$0.40$0.03$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MCLAUGHLINPresidentPT$72,000-$72,000
Filing and Contact Details

Filer

Filer Name
CHARITABLE TRUST No 1 UA HERBERT P
EIN
81-6273218
Phone
9252874460
Address
2315 BROADWAY STREET, SAN FRANCISCO, CA 94115

Signing Officer

Name
Susan Mclaughlin
Title
President
Signed
2022-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Krutilla & Associates Inc
Address
350 N Wiget Ln Ste 150, Walnut Creek, CA 94598
Preparer
Allen Dempster
Phone
9259415440
Raw XML Appendix368 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4600 FIFTH AVENUE 25TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5c/o 2315 Broadway
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74900 CALIFORNIA STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAUSALITO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Francisco
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894709
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0121985
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-4767
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Income
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05333
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt037454
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt037454
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt037454
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/Amt12490
TaxesSchedule/TaxesDetail/Amt2755
TaxesSchedule/TaxesDetail/Amt325
TaxesSchedule/TaxesDetail/Amt41
TaxesSchedule/TaxesDetail/CategoryTxt0Agency Fees
TaxesSchedule/TaxesDetail/CategoryTxt1Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt3office expense
TaxesSchedule/TaxesDetail/CategoryTxt4Tax Penalties
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt066
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1755
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt225
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN MCLAUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITABLE TRUST No 1 UA HERBERT P
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MCLAUGHLIN 1995 REVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0816273218
ReturnHeader/Filer/PhoneNum09252874460
ReturnHeader/Filer/USAddress/AddressLine1Txt02315 BROADWAY STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464942877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Krutilla & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 N Wiget Ln Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094598
ReturnHeader/PreparerPersonGrp/PhoneNum09259415440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allen Dempster
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-07-17T13:44:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCLAUGHLIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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