Civic Intelligence

Scanlan Charitable Trust

990PF • Fiscal year 2016 • EIN 94-2577660

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

Organization Profile
63 E 4th AvenueSan Mateo, CA 94401

(650) 574-5000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-18963%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-1.7%

Faster asset growth than 43% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.0%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$89,679

Down $1,517 (-1.7%) from 2015

Net Assets

Down

$89,679

Down $1,517 (-1.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Flat

$8

Flat from 2015

Expenses

Up

$1,525

Up $35 (+2.3%) from 2015

Net Income

Down

-$1,517

Down $35 (-2.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$150K$100K$50K$0Assets 2011: $100,077Liabilities 2011: $02011Assets 2012: $91,139Liabilities 2012: $0Net Assets 2012: $91,1392012Assets 2013: $97,169Liabilities 2013: $12013Assets 2014: $92,678Liabilities 2014: $0Net Assets 2014: $92,6782014Assets 2015: $91,196Liabilities 2015: $0Net Assets 2015: $91,1962015Assets 2016: $89,679Liabilities 2016: $0Net Assets 2016: $89,6792016Assets 2017: $88,962Liabilities 2017: $0Net Assets 2017: $88,9622017Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$89,679
Liabilities$0
Net Assets$89,679
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $77Expenses 2011: $19,634Net Income 2011: -$19,5572011Expenses 2012: $8,9792012Revenue 2013: $11,991Expenses 2013: $5,961Net Income 2013: $6,0302013Revenue 2014: $18Expenses 2014: $4,509Net Income 2014: -$4,4912014Revenue 2015: $8Expenses 2015: $1,490Net Income 2015: -$1,4822015Revenue 2016: $8Expenses 2016: $1,525Net Income 2016: -$1,5172016Revenue 2017: $8Expenses 2017: $725Net Income 2017: -$7172017Revenue 2019: $8Expenses 2019: $87,054Net Income 2019: -$87,0462019

Highlighted filing

2016

Revenue$8
Expenses$1,525
Net Income-$1,517
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL CALLAGYManager-$0--
MICHAEL KALLISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Scanlan Charitable Trust
EIN
94-2577660
Phone
6505745000
Address
63 E 4TH AVENUE, SAN MATEO, CA 94401

Signing Officer

Name
Michael Kallis
Title
Trustee
Phone
6505745000
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Vocker Kristofferson and Co Cpas
Address
1700 S EL CAMINO REAL506, SAN MATEO, CA 94402
Preparer
Marianne Kristofferson
Phone
6505745000
Raw XML Appendix285 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt090437
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL CALLAGY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL KALLIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt163 E 4TH AVENUE
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE INTEREST INCOME HELPS TO BUILD THE RESOURCES AVAILABLE TO POTENTIAL RECIPIENTS.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE TRUST INSTRUMENT RESTRICTS GRANTS TO THE EDUCATION OF FINANCIALLY NEEDY CHILDREN OF SAN MATEO CITY POLICE OFFICERS KILLED OR DISABLED IN THE LINE OF DUTY WHO MAINTAIN SATISFACTORY ACADEMIC PERFORMANCE. GRANTS ARE FURTHER RESTRICTED TO A MAXIMUM OF $1,500 PER YEAR PER ELIGIBLE RECIPIENT. GRANTS MUST BE MADE EXCLUSIVELY FROM THE INTEREST EARNED BY INSURED BANK ACCOUNTS TO PRESERVE THE PRINCIPAL SUM OF $127,636 INTACT TO EARN ADDITIONAL INTEREST AT THE BEST INTEREST RATES THEN AVAILABLE.
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01324
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03143
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01324
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0214
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01538
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04467
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0715
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0715
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KALLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06505745000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCANLAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SCAN
ReturnHeader/Filer/EIN0942577660
ReturnHeader/Filer/PhoneNum06505745000
ReturnHeader/Filer/USAddress/AddressLine1Txt063 E 4TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AC6BBC71E518FE19AE598FBA05AFEDD2EA34C5A6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08B48209C8A743DD4E5B8DB3943D862BD419BBA1C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.169.2.92
ReturnHeader/FilingSecurityInformation/IPDt02017-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:42:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943119928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VOCKER KRISTOFFERSON AND CO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 S EL CAMINO REAL506
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum06505745000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE KRISTOFFERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-08T12:13:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,679
Liabilities
$0
Net assets
$89,679
Revenue
$8
Expenses
$1,525
Net income
-$1,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.87$0.87
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.00$0.02$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.00$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.00$0.05$0.04
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.12$0.06$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.09
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.00$0.20$0.20