Civic Intelligence

Hugh Stuart Center Charitable Trust

990PF • Fiscal year 2022 • EIN 94-2455308

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 27, 2023

Organization Profile
96 North Third Street Ste 500San 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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

3rd percentile

-326%

Higher net margin than 3% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

69th percentile

$218,609

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 46.0% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-87%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,115,891

Down $1,547,477 (-11%) from 2021

Net Assets

Down

$12,115,891

Down $1,547,477 (-11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Down

$475,190

Down $3,314,868 (-87%) from 2021

Expenses

Down

$2,023,021

Down $77,012 (-3.7%) from 2021

Net Income

Down

-$1,547,831

Down $3,237,856 (-192%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2022

Assets$12,115,891
Liabilities$0
Net Assets$12,115,891
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$475,190
Expenses$2,023,021
Net Income-$1,547,831
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 27, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR K LUNDTrusteePT$218,609-$218,609
SHIRLEY ONEALTrusteePT$218,609-$218,609
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SEE ATTACHED STATEMENT-San Jose, CA, US$1,420,500
Filing and Contact Details

Filer

Filer Name
Hugh Stuart Center Charitable Trust
EIN
94-2455308
Phone
4082930463
Address
96 NORTH THIRD STREET STE 500, SAN JOSE, CA 95112

Signing Officer

Name
Arthur K Lund
Title
Trustee
Signed
2023-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Crawford Pimentel Corporation
Address
1550 The Alameda Ste 211, San Jose, CA 95126
Preparer
Karen Rockwell
Phone
4089426888
Raw XML Appendix297 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/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01220609
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01220609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0456973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0517889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0285151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt056834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01901211
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0584364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0456973
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0517889
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0285151
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt056834
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01804973
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0584364
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01901211
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01316847
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FINANCIAL ADVISORS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0656
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0984
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt270341
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31934
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt423
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01640
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt270341
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt423
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0791
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0354
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Tax Exempt Income
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt13601
TaxesSchedule/TaxesDetail/CategoryTxt0DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13601
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR K LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUGH STUART CENTER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HUGH
ReturnHeader/Filer/EIN0942455308
ReturnHeader/Filer/PhoneNum04082930463
ReturnHeader/Filer/USAddress/AddressLine1Txt096 NORTH THIRD STREET STE 500
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095112
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454128109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Crawford Pimentel Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01550 The Alameda Ste 211
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04089426888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen Rockwell
ReturnHeader/ReturnTs02023-10-27T16:53:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARTHUR K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUND
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,115,891
Liabilities
$0
Net assets
$12,115,891
Revenue
$475,190
Expenses
$2,023,021
Net income
-$1,547,831
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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