Civic Intelligence

Herbert Mclaughlin Charitable Trust 1

990PF • Fiscal year 2019 • EIN 81-6273218

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 01, 2021

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

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

10th percentile

-55%

Higher net margin than 10% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.0%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$3,333,858

Down $69,289 (-2.0%) from 2018

Net Assets

Down

$3,333,858

Down $68,945 (-2.0%) from 2018

Liabilities

Down

$1

Down $343 (-100%) from 2018

Revenue

Up

$124,299

Up $31,390 (+34%) from 2018

Expenses

Up

$193,244

Up $79,641 (+70%) from 2018

Net Income

Down

-$68,945

Down $48,251 (-233%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$3,333,858
Liabilities$1
Net Assets$3,333,858

Operations Trend

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

2019

Revenue$124,299
Expenses$193,244
Net Income-$68,945
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 1, 2021
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MCLAUGHLINPresidentPT$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
Signed
2021-02-01
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
9252874460
Raw XML Appendix372 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MUFG - See Sch
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MUFG - See Sch
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MUFG - See Sch
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MUFG - See Sch
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04156941981
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ONLY ACTIVITY THAT THE FOUNDATION CURRENTLY UNDERTAKES IS DONATIONS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0EMAIL TO ABOVE EAIL ADDRESS - DO NOT SEND MAIL REQUESTS OR TELEPHONE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SUSAN MCLAUGHLIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04153468527
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SPECIFIC DEADLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91808 Wedemeyer Street Suite B-10
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-2914
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Prepaid Excise Taxes
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-3885
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1714
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0628
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0386
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1386
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt034617
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034617
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Mgmt Fees
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01044
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TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01044
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN MCLAUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-01
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
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ReturnHeader/Filer/USAddress/ZIPCd094115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943170248
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/PhoneNum09252874460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allen Dempster
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-01T12:14:31-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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