Civic Intelligence

Scanlan Charitable Trust

990PF • Fiscal year 2017 • EIN 94-2577660

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 29, 2018

Organization Profile
63 E 4th AvenueSan Mateo, CA 94401

(650) 340-0102

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-8963%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$88,962

Down $717 (-0.8%) from 2016

Net Assets

Down

$88,962

Down $717 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Flat

$8

Flat from 2016

Expenses

Down

$725

Down $800 (-52%) from 2016

Net Income

Up

-$717

Up $800 (+53%) from 2016

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

2017

Assets$88,962
Liabilities$0
Net Assets$88,962
Open 2017 Filing

Operations Trend

Revenue Growth48th 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

2017

Revenue$8
Expenses$725
Net Income-$717
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 29, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
6503400102
Address
63 E 4TH AVENUE, SAN MATEO, CA 94401

Signing Officer

Name
Michael Kallis
Title
Trustee
Phone
6503400102
Signed
2018-10-29
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 Appendix279 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/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01538
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02136
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KALLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06503400102
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCANLAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SCAN
ReturnHeader/Filer/EIN0942577660
ReturnHeader/Filer/PhoneNum06503400102
ReturnHeader/Filer/USAddress/AddressLine1Txt063 E 4TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A33A3029C0C7BB2AE05CB450061A400260D0B1EF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EBB45CCCC487A4708D7E2BBDE871B6B21505D6C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.169.2.92
ReturnHeader/FilingSecurityInformation/IPDt02018-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:44:57
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/PreparationDt02018-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE KRISTOFFERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-12T14:00:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,962
Liabilities
$0
Net assets
$88,962
Revenue
$8
Expenses
$725
Net income
-$717
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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