Civic Intelligence

Elinor Smith Charitable Trust

990PF • Fiscal year 2021 • EIN 94-6570231

Feb 01, 2020 to Jan 31, 2021 • Filed on Apr 27, 2021

Organization Profile
167 South ParkSan Francisco, CA 94107

(415) 543-2121

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

89th percentile

61%

Higher net margin than 89% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$3,727

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

56th percentile

9.2%

Faster asset growth than 56% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

134%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$736,877

Up $61,848 (+9.2%) from 2020

Net Assets

Up

$736,877

Up $61,848 (+9.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin89th percentile

Revenue

Up

$101,199

Up $57,915 (+134%) from 2020

Expenses

Up

$39,351

Up $2,461 (+6.7%) from 2020

Net Income

Up

$61,848

Up $55,454 (+867%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$1.0M$500K$0Assets 2012: $680,435Liabilities 2012: $02012Assets 2013: $770,725Liabilities 2013: $02013Assets 2014: $832,165Liabilities 2014: $02014Assets 2015: $778,119Liabilities 2015: $2Net Assets 2015: $778,1172015Assets 2016: $731,847Liabilities 2016: $02016Assets 2018: $684,396Liabilities 2018: $0Net Assets 2018: $684,3962018Assets 2019: $668,635Liabilities 2019: $0Net Assets 2019: $668,6352019Assets 2020: $675,029Liabilities 2020: $0Net Assets 2020: $675,0292020Assets 2021: $736,877Liabilities 2021: $0Net Assets 2021: $736,8772021Assets 2022: $704,409Liabilities 2022: $0Net Assets 2022: $704,4092022Assets 2023: $668,591Liabilities 2023: $0Net Assets 2023: $668,5912023Assets 2024: $638,265Liabilities 2024: $0Net Assets 2024: $638,2652024Assets 2025: $629,570Liabilities 2025: $0Net Assets 2025: $629,5702025

Highlighted filing

2021

Assets$736,877
Liabilities$0
Net Assets$736,877
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $45,191Expenses 2012: $46,780Net Income 2012: -$1,5892012Revenue 2013: $127,240Expenses 2013: $36,950Net Income 2013: $90,2902013Revenue 2014: $137,449Expenses 2014: $76,009Net Income 2014: $61,4402014Revenue 2015: $17,494Expenses 2015: $71,542Net Income 2015: -$54,0482015Revenue 2016: $20,923Expenses 2016: $67,195Net Income 2016: -$46,2722016Revenue 2018: $11,170Expenses 2018: $14,640Net Income 2018: -$3,4702018Revenue 2019: $17,257Expenses 2019: $33,018Net Income 2019: -$15,7612019Revenue 2020: $43,284Expenses 2020: $36,890Net Income 2020: $6,3942020Revenue 2021: $101,199Expenses 2021: $39,351Net Income 2021: $61,8482021Revenue 2022: $8,893Expenses 2022: $41,361Net Income 2022: -$32,4682022Revenue 2023: $6,560Expenses 2023: $42,378Net Income 2023: -$35,8182023Revenue 2024: $18,024Expenses 2024: $48,350Net Income 2024: -$30,3262024Revenue 2025: $37,396Expenses 2025: $46,091Net Income 2025: -$8,6952025

Highlighted filing

2021

Revenue$101,199
Expenses$39,351
Net Income$61,848
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
Apr 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA J DOLCHTrustee-$3,727-$3,727
Filing and Contact Details

Filer

Filer Name
Elinor Smith Charitable Trust
EIN
94-6570231
Phone
4155432121
Address
167 SOUTH PARK, SAN FRANCISCO, CA 94107

Signing Officer

Name
Debra Dolch
Title
Trustee
Signed
2021-04-27
Discuss with paid preparer
Yes

Preparer

Firm
William Yee & Associates
Address
12207 Santa Teresa Dr, San Ramon, CA 94583
Preparer
William Yee
Phone
9259849195
Raw XML Appendix302 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/ExcessDistriCyovToNextYrAmt079232
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE & DELIVERY
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25081
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA DOLCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELINOR SMITH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELIN
ReturnHeader/Filer/EIN0946570231
ReturnHeader/Filer/PhoneNum04155432121
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ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946430980
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM YEE & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012207 Santa Teresa Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Ramon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09259849195
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Yee
ReturnHeader/ReturnTs02021-04-27T16:17:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOLCH
ReturnHeader/TaxPeriodBeginDt02020-02-01
ReturnHeader/TaxPeriodEndDt02021-01-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$736,877
Liabilities
$0
Net assets
$736,877
Revenue
$101,199
Expenses
$39,351
Net income
$61,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.00$6.30$0.37$0.46$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.00$6.38$0.18$0.48$0.30
2023Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.07$0.42$0.36
2022Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.09$0.41$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$1.01$0.39$0.62
2020Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.43$0.37$0.06
2019Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.17$0.33$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.11$0.15$0.03
2016Summary only. Only limited summary data is available for this year.$7.32$0.00$0.21$0.67$0.46
2015Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.17$0.72$0.54
2014Summary only. Only limited summary data is available for this year.$8.32$0.00$1.37$0.76$0.61
2013Summary only. Only limited summary data is available for this year.$7.71$0.00$1.27$0.37$0.90
2012Summary only. Only limited summary data is available for this year.$6.80$0.00$0.45$0.47$0.02