Civic Intelligence

Snow Charitable Trust

990PF • Fiscal year 2018 • EIN 94-6690136

Dec 01, 2017 to Nov 30, 2018 • Filed on Mar 15, 2019

5620 Margarido DriveOakland, CA 94618-1734

(510) 295-3228

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Revenue Growth

98th percentile

490%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$273,015

Up $273,015 from 2017

Net Assets

Up

$273,015

Up $279,295 (+4447%) from 2017

Liabilities

Down

$0

Down $6,280 (-100%) from 2017

Revenue

Up

$379,346

Up $315,017 (+490%) from 2017

Expenses

Up

$100,051

Up $1,547 (+1.6%) from 2017

Net Income

Up

$279,295

Up $313,470 (+917%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $4,012Liabilities 2011: $02011Assets 2012: $35,544Liabilities 2012: $0Net Assets 2012: $35,5442012Assets 2013: $45,727Liabilities 2013: $0Net Assets 2013: $45,7272013Assets 2014: $249,019Liabilities 2014: $0Net Assets 2014: $249,0192014Assets 2015: $57,917Liabilities 2015: $0Net Assets 2015: $57,9172015Assets 2016: $27,895Liabilities 2016: $0Net Assets 2016: $27,8952016Assets 2017: $0Liabilities 2017: $6,280Net Assets 2017: -$6,2802017Assets 2018: $273,015Liabilities 2018: $0Net Assets 2018: $273,0152018Assets 2019: $171,791Liabilities 2019: $0Net Assets 2019: $171,7912019Assets 2020: $336,759Liabilities 2020: $0Net Assets 2020: $754,9632020Assets 2021: $376,838Liabilities 2021: $0Net Assets 2021: $376,8382021Assets 2022: $211,283Liabilities 2022: $0Net Assets 2022: $211,2832022Assets 2023: $179,163Liabilities 2023: $0Net Assets 2023: $179,1632023Assets 2024: $288,451Liabilities 2024: $0Net Assets 2024: $288,4512024

Highlighted filing

2018

Assets$273,015
Liabilities$0
Net Assets$273,015

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $2Expenses 2011: $80,661Net Income 2011: -$80,6592011Expenses 2012: $61,0582012Expenses 2013: $52,4622013Revenue 2014: $323,995Expenses 2014: $105,542Net Income 2014: $218,4532014Revenue 2015: $17Expenses 2015: $191,119Net Income 2015: -$191,1022015Revenue 2016: $62,938Expenses 2016: $92,960Net Income 2016: -$30,0222016Revenue 2017: $64,329Expenses 2017: $98,504Net Income 2017: -$34,1752017Revenue 2018: $379,346Expenses 2018: $100,051Net Income 2018: $279,2952018Revenue 2019: $57,842Expenses 2019: $159,066Net Income 2019: -$101,2242019Revenue 2020: $744,159Expenses 2020: $171,988Net Income 2020: $572,1712020Revenue 2021: $247,424Expenses 2021: $207,345Net Income 2021: $40,0792021Revenue 2022: $195Expenses 2022: $165,750Net Income 2022: -$165,5552022Revenue 2023: $91,080Expenses 2023: $123,200Net Income 2023: -$32,1202023Revenue 2024: $109,288Expenses 2024: $0Net Income 2024: $109,2882024

Highlighted filing

2018

Revenue$379,346
Expenses$100,051
Net Income$279,295
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Mar 15, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN A SNOWTrustee-$0--
CYNTHIA SNOWTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Snow Charitable Trust
EIN
94-6690136
Phone
5102953228
Address
5620 MARGARIDO DRIVE, OAKLAND, CA 94618-1734

Signing Officer

Name
Stephen a Snow
Title
Trustee
Signed
2019-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Anderson and Co
Address
801 YGNACIO VALLEY RD STE 240, WALNUT CREEK, CA 94596-3833
Preparer
Jeanne Van Shuff
Phone
9253228810
Raw XML Appendix365 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 BUSH STREET STE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1999 HARRISON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22081 ADDISON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32808 SUMMIT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4901 MISSION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5510 - 16TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62601 MARIPOSA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7500 MANSELL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81001 DAVIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt911600 COMMUNITY HOUSE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SAN LEANDRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097700
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/AppliedToCurrentYearAmt06711
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt095288
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt091512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0171171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt094848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0543808
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt090989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt095288
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt091512
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0171171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt094848
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt090989
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0592545
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0501556
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN SNOW
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1STEPHEN SNOW
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2STEPHEN SNOW
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3STEPHEN SNOW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05620 MARGARIDO DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15620 MARIGARIDO DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt25620 MARGARIDO DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt35620 MARIGOLD AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OAKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1OAKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2OAKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3OAKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094618
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194618
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd294618
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd394618
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt024939
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt165160
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt228088
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt32045
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt065160
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc06000 SHS ABLYF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-02-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt06280
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CASH OVERDRAFT
TaxesSchedule/TaxesDetail/Amt0271
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN A SNOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SNOW CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SNOW
ReturnHeader/Filer/EIN0946690136
ReturnHeader/Filer/PhoneNum05102953228
ReturnHeader/Filer/USAddress/AddressLine1Txt05620 MARGARIDO DRIVE
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0946181734
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId042E3E648ACCA056D0CF09A9D6B370A6342F81FD6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A580C81C606C18F358FDD3D0015781295138E690
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.0.213.201
ReturnHeader/FilingSecurityInformation/IPDt02019-06-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:02:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461002169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON AND CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 YGNACIO VALLEY RD STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945963833
ReturnHeader/PreparerPersonGrp/PhoneNum09253228810
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNE VAN SHUFF
ReturnHeader/ReturnTs02019-06-27T14:02:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$1.09$0.00$1.09
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.91$1.23$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.00$1.66$1.66
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$2.47$2.07$0.40
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$7.55$7.44$1.72$5.72
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.58$1.59$1.01
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$3.79$1.00$2.79
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.06$0.06$0.64$0.99$0.34
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.63$0.93$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.00$1.91$1.91
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$3.24$1.06$2.18
2013Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.52
2012Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.61
2011Summary only. Only limited summary data is available for this year.$0.04$0.00$0.00$0.81$0.81