Civic Intelligence

Herbert Mclaughlin Charitable Trust 1

990PF • Fiscal year 2017 • EIN 81-6273218

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
2315 Broadway StreetSan Francisco, CA 94115

(415) 694-1981

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

99th percentile

825%

Faster asset growth than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

666%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,423,497

Up $3,053,417 (+825%) from 2016

Net Assets

$3,423,497

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin99th percentile

Revenue

Up

$3,065,397

Up $2,665,317 (+666%) from 2016

Expenses

Down

$11,980

Down $18,020 (-60%) from 2016

Net Income

Up

$3,053,417

Up $2,683,337 (+725%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$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

2017

Assets$3,423,497
Liabilities$0
Net Assets$3,423,497
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$3,065,397
Expenses$11,980
Net Income$3,053,417
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MCLAUGHLINPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
CHARITABLE TRUST #1 UA HERBERT P
EIN
81-6273218
Phone
4156941981
Address
2315 BROADWAY STREET, SAN FRANCISCO, CA 94115

Signing Officer

Name
Susan Mclaughlin
Title
President
Phone
4156941981
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
DEMPSTER & DIETLER LLP CPA'S
Address
500 YGNACIO VALLEY ROAD 328, WALNUT CREEK, CA 94596
Preparer
Allen Dempster
Phone
9252874460
Raw XML Appendix316 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/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010731
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010731
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt056856
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF HERBERT MCLAUGHLIN DOD 22
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02315 BROADWAY STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094115
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNCOLLECTED ACRUED INTEREST PURCHASED
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05366
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-2626
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05366
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAXES ON DIVIDENDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AGENCY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0535
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0535
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011438
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011438
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ESTATE OF HERBERT P MCLAUGHLIN DOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02315 BROADWAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN FRANCISCO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094115
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN MCLAUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04156941981
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITABLE TRUST #1 UA HERBERT P
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MCLAUGHLIN 1995 REVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0816273218
ReturnHeader/Filer/PhoneNum04156941981
ReturnHeader/Filer/USAddress/AddressLine1Txt02315 BROADWAY STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CC324D7F350DA0F7494B8486C30138641DA1D01D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId024E47F7B4C14E59451B823E84363ED8AF31A699A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.91.206.121
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:07:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943170248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMPSTER & DIETLER LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 YGNACIO VALLEY ROAD 328
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09252874460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLEN DEMPSTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-14T13:18:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,423,497
Liabilities
$0
Net assets
$3,423,497
Revenue
$3,065,397
Expenses
$11,980
Net income
$3,053,417
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