Civic Intelligence

Hugh Stuart Center Charitable Trust

990PF • Fiscal year 2020 • EIN 94-2455308

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 07, 2021

Organization Profile
96 North Third StreetSan Jose, CA 95112

(408) 293-0463

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$210,728

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

338%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,973,078

Up $1,733,121 (+17%) from 2019

Net Assets

$11,973,078

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin87th percentile

Revenue

Up

$3,600,719

Up $2,778,834 (+338%) from 2019

Expenses

Up

$1,867,598

Up $169,726 (+10.0%) from 2019

Net Income

Up

$1,733,121

Up $2,609,108 (+298%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,172,968Liabilities 2011: $02011Assets 2012: $11,412,731Liabilities 2012: $02012Assets 2014: $11,561,988Liabilities 2014: $02014Assets 2015: $11,764,246Liabilities 2015: $02015Assets 2019: $10,239,957Liabilities 2019: $02019Assets 2020: $11,973,078Liabilities 2020: $0Net Assets 2020: $11,973,0782020Assets 2021: $13,663,368Liabilities 2021: $0Net Assets 2021: $13,663,3682021Assets 2022: $12,115,891Liabilities 2022: $0Net Assets 2022: $12,115,8912022Assets 2023: $11,792,274Liabilities 2023: $0Net Assets 2023: $11,792,2742023Assets 2024: $13,294,743Liabilities 2024: $0Net Assets 2024: $13,294,7432024

Highlighted filing

2020

Assets$11,973,078
Liabilities$0
Net Assets$11,973,078
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $816,247Expenses 2011: $1,368,441Net Income 2011: -$552,1942011Revenue 2012: $1,233,862Expenses 2012: $994,099Net Income 2012: $239,7632012Revenue 2014: $1,454,835Expenses 2014: $1,372,104Net Income 2014: $82,7312014Revenue 2015: $1,689,736Expenses 2015: $1,488,124Net Income 2015: $201,6122015Revenue 2019: $821,885Expenses 2019: $1,697,872Net Income 2019: -$875,9872019Revenue 2020: $3,600,719Expenses 2020: $1,867,598Net Income 2020: $1,733,1212020Revenue 2021: $3,790,058Expenses 2021: $2,100,033Net Income 2021: $1,690,0252021Revenue 2022: $475,190Expenses 2022: $2,023,021Net Income 2022: -$1,547,8312022Revenue 2023: $2,013,727Expenses 2023: $2,339,106Net Income 2023: -$325,3792023Revenue 2024: $3,500,247Expenses 2024: $1,997,778Net Income 2024: $1,502,4692024

Highlighted filing

2020

Revenue$3,600,719
Expenses$1,867,598
Net Income$1,733,121
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR K LUNDTrusteePT$210,728-$210,728
SHIRLEY ONEALTrusteePT$210,728-$210,728
Filing and Contact Details

Filer

Filer Name
Hugh Stuart Center Charitable Trust
EIN
94-2455308
Phone
4082930463
Address
96 NORTH THIRD STREET, SAN JOSE, CA 95112

Signing Officer

Name
Arthur K Lund
Title
Trustee
Signed
2021-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Crawford Pimentel Corporation
Address
2150 Trade Zone Bl Suite 299, San Jose, CA 95131
Preparer
Karen Rockwell
Phone
4089426888
Raw XML Appendix286 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0HISTORICALLY, THE PRIVATE FOUNDATION HAS USED CASH AMOUNTS EXCEEDING THE 1.5% FOR CHARITABLE PURPOSES. BASED ON A FIVE YEAR HISTORICAL TREND, THE PERCENTAGE APPROXIMATES 4% AND THEREFORE THAT IS THE AMOUNT DEEMED HELD FOR CHARITABLE PURPOSES.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01114463
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01114463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0285151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt056834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0859874
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0517889
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0285151
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt056834
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01632352
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0517889
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0859874
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0341985
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Annual fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FINANCIAL ADVISORS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01352
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02029
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt290
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt355952
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41934
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03381
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt355952
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42149
TaxesSchedule/TaxesDetail/Amt04541
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04541
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/PersonNm0ARTHUR K LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUGH STUART CENTER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HUGH
ReturnHeader/Filer/EIN0942455308
ReturnHeader/Filer/PhoneNum04082930463
ReturnHeader/Filer/USAddress/AddressLine1Txt096 NORTH THIRD STREET
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454128109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Crawford Pimentel Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02150 Trade Zone Bl Suite 299
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095131
ReturnHeader/PreparerPersonGrp/PhoneNum04089426888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen Rockwell
ReturnHeader/ReturnTs02021-06-07T12:57:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARTHUR K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUND
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
$11,973,078
Liabilities
$0
Net assets
$11,973,078
Revenue
$3,600,719
Expenses
$1,867,598
Net income
$1,733,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$3.50$2.00$1.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$2.01$2.34$0.33
2022Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.48$2.02$1.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.00$13.7$3.79$2.10$1.69
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$3.60$1.87$1.73
2019Summary only. Only limited summary data is available for this year.$10.2$0.00$0.82$1.70$0.88
2015Summary only. Only limited summary data is available for this year.$11.8$0.00$1.69$1.49$0.20
2014Summary only. Only limited summary data is available for this year.$11.6$0.00$1.45$1.37$0.08
2012Summary only. Only limited summary data is available for this year.$11.4$0.00$1.23$0.99$0.24
2011Summary only. Only limited summary data is available for this year.$11.2$0.00$0.82$1.37$0.55