Civic Intelligence

Piedemonte Charitable Trust Dated 2497

990PF • Fiscal year 2021 • EIN 94-6705153

Jan 01, 2021 to Dec 31, 2021 • Filed on May 20, 2022

Organization Profile
555 Laurel Avenue 614San Mateo, CA 94401

(650) 342-6141

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

57th percentile

14%

Higher net margin than 57% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

70th percentile

19%

Faster asset growth than 70% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

0.0%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$83,364

Up $13,500 (+19%) from 2020

Net Assets

Up

$83,364

Up $13,500 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin57th percentile

Revenue

Flat

$96,000

Flat from 2020

Expenses

Down

$82,500

Down $21,375 (-21%) from 2020

Net Income

Up

$13,500

Up $21,375 (+271%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$100K$50K$0Assets 2011: $34,273Liabilities 2011: $02011Assets 2012: $33,353Liabilities 2012: $02012Assets 2013: $26,518Liabilities 2013: $02013Assets 2014: $10,861Liabilities 2014: $02014Assets 2015: $1,849Liabilities 2015: $02015Assets 2016: $16,514Liabilities 2016: $0Net Assets 2016: $16,5142016Assets 2017: $28,759Liabilities 2017: $0Net Assets 2017: $28,7592017Assets 2018: $45,913Liabilities 2018: $0Net Assets 2018: $45,9132018Assets 2019: $63,398Liabilities 2019: $12019Assets 2020: $69,864Liabilities 2020: $0Net Assets 2020: $69,8642020Assets 2021: $83,364Liabilities 2021: $0Net Assets 2021: $83,3642021Assets 2022: $41,028Liabilities 2022: $0Net Assets 2022: $41,0282022Assets 2023: $15,879Liabilities 2023: $12023

Highlighted filing

2021

Assets$83,364
Liabilities$0
Net Assets$83,364
Open 2021 Filing

Operations Trend

Revenue Growth46th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $48,000Expenses 2011: $52,335Net Income 2011: -$4,3352011Revenue 2012: $48,000Expenses 2012: $48,920Net Income 2012: -$9202012Revenue 2013: $52,000Expenses 2013: $58,835Net Income 2013: -$6,8352013Revenue 2014: $56,500Expenses 2014: $72,157Net Income 2014: -$15,6572014Revenue 2015: $79,660Expenses 2015: $88,672Net Income 2015: -$9,0122015Revenue 2016: $72,000Expenses 2016: $57,335Net Income 2016: $14,6652016Revenue 2017: $72,000Expenses 2017: $59,755Net Income 2017: $12,2452017Revenue 2018: $74,000Expenses 2018: $56,846Net Income 2018: $17,1542018Revenue 2019: $96,000Expenses 2019: $78,515Net Income 2019: $17,4852019Revenue 2020: $96,000Expenses 2020: $103,875Net Income 2020: -$7,8752020Revenue 2021: $96,000Expenses 2021: $82,500Net Income 2021: $13,5002021Revenue 2022: $88,935Expenses 2022: $131,271Net Income 2022: -$42,3362022Revenue 2023: $99,720Expenses 2023: $124,870Net Income 2023: -$25,1502023

Highlighted filing

2021

Revenue$96,000
Expenses$82,500
Net Income$13,500
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 20, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J PIEDEMONTEFiduciary-$0--
Filing and Contact Details

Filer

Filer Name
Piedemonte Charitable Trust Dated 2497
EIN
94-6705153
Phone
6503426141
Address
555 LAUREL AVENUE 614, SAN MATEO, CA 94401

Signing Officer

Name
William J Piedemonte
Title
Fiduciary
Signed
2022-05-20
Discuss with paid preparer
Yes

Preparer

Firm
South City Tax & Consulting
Address
1486 Huntington Ave Ste 200, South San Francisco, CA 94080
Preparer
Joe Kashani CPA
Phone
6505836000
Raw XML Appendix318 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/GrantOrContributionPurposeTxt5EDUCATIONLA SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SUPPORT HOMELESS PEOPLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9465 CALIFORNIA ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10REVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11SAN MATEO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13SANTA BARBARA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494928
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd889101
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1092521
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1194402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1278704
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03773
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03773
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt054171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt058920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt056500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0358998
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt077827
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0100072
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068008
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt058920
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt081600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt077827
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0415498
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0337671
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM J PIEDEMONTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0555 LAUREL AVENUE 614
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN MATEO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094401
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt096000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0TAX PREPARATION FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0875
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0MISCELLANEOUS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J PIEDEMONTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIDUCIARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIEDEMONTE CHARITABLE TRUST DATED 2497
ReturnHeader/Filer/BusinessNameControlTxt0PIED
ReturnHeader/Filer/EIN0946705153
ReturnHeader/Filer/PhoneNum06503426141
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 LAUREL AVENUE 614
ReturnHeader/Filer/USAddress/CityNm0SAN MATEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873758851
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0South City Tax & Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01486 Huntington Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094080
ReturnHeader/PreparerPersonGrp/PhoneNum06505836000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe Kashani CPA
ReturnHeader/ReturnTs02022-05-20T13:21:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PIEDEMONTE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
$83,364
Liabilities
$0
Net assets
$83,364
Revenue
$96,000
Expenses
$82,500
Net income
$13,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.16$0.00$1.00$1.25$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$0.89$1.31$0.42
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.96$0.83$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.96$1.04$0.08
2019Summary only. Only limited summary data is available for this year.$0.63$0.00$0.96$0.79$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.74$0.57$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.72$0.60$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.72$0.57$0.15
2015Summary only. Only limited summary data is available for this year.$0.02$0.00$0.80$0.89$0.09
2014Summary only. Only limited summary data is available for this year.$0.11$0.00$0.57$0.72$0.16
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.52$0.59$0.07
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$0.48$0.49$0.01
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.48$0.52$0.04