Civic Intelligence

Elinor Smith Charitable Trust

990PF • Fiscal year 2023 • EIN 94-6570231

Feb 01, 2022 to Jan 31, 2023 • Filed on Mar 12, 2023

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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-546%

Higher net margin than 2% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$4,336

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 66.1% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

25th percentile

-5.1%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-26%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$668,591

Down $35,818 (-5.1%) from 2022

Net Assets

Down

$668,591

Down $35,818 (-5.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin2nd percentile

Revenue

Down

$6,560

Down $2,333 (-26%) from 2022

Expenses

Up

$42,378

Up $1,017 (+2.5%) from 2022

Net Income

Down

-$35,818

Down $3,350 (-10%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2023

Assets$668,591
Liabilities$0
Net Assets$668,591
Open 2023 Filing

Operations Trend

Revenue Growth16th 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

2023

Revenue$6,560
Expenses$42,378
Net Income-$35,818
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
Mar 12, 2023
Return Version
2022v4.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA J DOLCHTrustee-$4,336-$4,336
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
2023-03-12
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 Appendix316 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX PREP FEES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HUCKLEBERRY YOUTH PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1COMMUNITY HOUSING PARTNERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COMPASS FAMILY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3RAPHAEL HOUSE OF SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CURRY SENIOR CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ELDERGIVERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03310 GEARY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11010 MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2942 MARKET STREET 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32720 SUTTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4333 TURK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5236 WEST PORTAL AVENUE STE 845
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594127
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0126000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0102000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01494
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE BOND PREMIUMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0475
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26463
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/PersonNm0DEBRA DOLCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELINOR SMITH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELIN
ReturnHeader/Filer/EIN0946570231
ReturnHeader/Filer/PhoneNum04155432121
ReturnHeader/Filer/USAddress/AddressLine1Txt0167 SOUTH PARK
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-03-13T17:27:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOLCH
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$668,591
Liabilities
$0
Net assets
$668,591
Revenue
$6,560
Expenses
$42,378
Net income
-$35,818
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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