Civic Intelligence

Herbert Mclaughlin Charitable Trust 1

990PF • Fiscal year 2020 • EIN 81-6273218

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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.

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-218%

Higher net margin than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$66,000

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 73.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

14th percentile

-5.9%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-28%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,138,247

Down $195,611 (-5.9%) from 2019

Net Assets

Down

$3,138,187

Down $195,671 (-5.9%) from 2019

Liabilities

Up

$60

Up $59 (+5900%) from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin4th percentile

Revenue

Down

$89,639

Down $34,660 (-28%) from 2019

Expenses

Up

$285,310

Up $92,066 (+48%) from 2019

Net Income

Down

-$195,671

Down $126,726 (-184%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2020

Assets$3,138,247
Liabilities$60
Net Assets$3,138,187
Open 2020 Filing

Operations Trend

Revenue Growth21st 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

2020

Revenue$89,639
Expenses$285,310
Net Income-$195,671
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MCLAUGHLINPresidentPT$66,000-$66,000
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
2021-11-15
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 Appendix308 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN MCLAUGHLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ONLY ACTIVITY THAT THE FOUNDATION CURRENTLY UNDERTAKES IS DONATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61808 WEDERMEYER ST STE B-10
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Francisco
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt047100
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0169233
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0169085
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0216333
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0121985
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0169233
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Income
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Prepaid Excise Taxes
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-4767
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0153
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt034480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034480
TaxesSchedule/TaxesDetail/Amt0757
TaxesSchedule/TaxesDetail/Amt1723
TaxesSchedule/TaxesDetail/Amt217
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2tTAX PENALTIES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0723
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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/SignatureDt02021-11-15
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/ReturnTs02021-11-15T15:14:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCLAUGHLIN
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
$3,138,247
Liabilities
$60
Net assets
$3,138,187
Revenue
$89,639
Expenses
$285,310
Net income
-$195,671
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