Herbert Mclaughlin Charitable Trust 1

990PF • Fiscal year 2018 • EIN 81-6273218

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 18, 2019

Organization Profile

2315 Broadway StreetSan Francisco, CA 94115

(925) 287-4460

Siviq Scores

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

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

-22%

Higher net margin than 15% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

-0.6%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

-97%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets27th percentile

Assets

Down

$3,403,147

Down $20,350 (-0.6%) from 2017

Net Assets

Down

$3,402,803

Down $20,694 (-0.6%) from 2017

Liabilities

$344

Up $344 from 2017

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin15th percentile

Revenue

Down

$92,909

Down $2,972,488 (-97%) from 2017

Expenses

$113,603

Up $101,623 (+848%) from 2017

Net Income

Down

-$20,694

Down $3,074,111 (-101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

Highlighted filing

2018

Assets$3,403,147

Liabilities$344

Net Assets$3,402,803

Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2018

Revenue$92,909

Expenses$113,603

Net Income-$20,694

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Nov 18, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SUSAN MCLAUGHLIN	President	PT	$0	-	-

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
Phone: 4153468527
Signed: 2019-11-18
Discuss with paid preparer: Yes

Preparer

Firm: Dempster & Dietler Llp
Address: 500 YGNACIO VALLEY RD STE 328, WALNUT CREEK, CA 94596
Preparer: Thomas Dietler
Phone: 9252874460

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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	3397739
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4156941981
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE ONLY ACTIVITY THAT THE FOUNDATION CURRENTLY UNDERTAKES IS DONATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	EMAIL TO ABOVE EAIL ADDRESS - DO NOT SEND MAIL REQUESTS OR TELEPHONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt	0	SOOZIEMCL@GMAILCOM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	SUSAN MCLAUGHLIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	4153468527
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	2443 FILLMORE STREET 120
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	94115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NO SPECIFIC DEADLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	33333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	3900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Unrestricted - General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Unrestricted - General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Unrestricted - General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Unrestricted - General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Choice in Aging
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Headlands Center for the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	University Corp SF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	A New Way of Life
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	490 GOLF CLUB ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	944 fORT bARRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1600 Holloway Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO Box 875288
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PLEASANT HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SAUSALITO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	94965
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	94132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	90087
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	67733
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	10877
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	56856
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	165795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	10731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	10731
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	10731
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	67733
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	10731
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	144187
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	56856
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	-2626
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Accrued Income
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	-2914
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	33
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Accrued Excise Tax
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	344
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	34054
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	34054
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Investment Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	34054
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	904
TaxesSchedule/TaxesDetail/Amt	0	1544
TaxesSchedule/TaxesDetail/Amt	1	904
TaxesSchedule/TaxesDetail/CategoryTxt	0	Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	904
ReturnHeader/BuildTS	0	2020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SUSAN MCLAUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4153468527
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CHARITABLE TRUST No 1 UA HERBERT P
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	MCLAUGHLIN 1995 REVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	CHAR
ReturnHeader/Filer/EIN	0	816273218
ReturnHeader/Filer/PhoneNum	0	9252874460
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2315 BROADWAY STREET
ReturnHeader/Filer/USAddress/CityNm	0	SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	943170248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	DEMPSTER & DIETLER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	500 YGNACIO VALLEY RD STE 328
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94596
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9252874460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Thomas Dietler
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2019-11-18T09:10:56-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,403,147
Liabilities: $344
Net assets: $3,402,803
Revenue: $92,909
Expenses: $113,603
Net income: -$20,694

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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