Civic Intelligence

Elinor Smith Charitable Trust

990PF • Fiscal year 2025 • EIN 94-6570231

Feb 01, 2024 to Jan 31, 2025 • Filed on Mar 20, 2025

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

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Net Margin

13th percentile

-23%

Higher net margin than 13% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$5,466

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2025 filings • $500k-$1M nonprofits • Source year 2025

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

107%

Faster revenue growth than 92% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$629,570

Down $8,695 (-1.4%) from 2024

Net Assets

Down

$629,570

Down $8,695 (-1.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin13th percentile

Revenue

Up

$37,396

Up $19,372 (+107%) from 2024

Expenses

Down

$46,091

Down $2,259 (-4.7%) from 2024

Net Income

Up

-$8,695

Up $21,631 (+71%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2025

Assets$629,570
Liabilities$0
Net Assets$629,570
Open 2025 Filing

Operations Trend

Revenue Growth92nd 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

2025

Revenue$37,396
Expenses$46,091
Net Income-$8,695
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Mar 20, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA J DOLCHTrustee-$5,466-$5,466
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
2025-03-20
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 Appendix329 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/Amt11850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COMPASS FAMILY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3RAPHAEL HOUSE OF SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CURRY SENIOR CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2942 MARKET STREET 6TH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4333 TURK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5236 WEST PORTAL AVENUE STE 845
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14851
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0DEPT OF JUSTICE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA DOLCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-20
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/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-20T17:32:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$629,570
Liabilities
$0
Net assets
$629,570
Revenue
$37,396
Expenses
$46,091
Net income
-$8,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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