Civic Intelligence

Arthur S Hough Sr Trust Fund FBO Ewing Cemetery Association

990 • Fiscal year 2016 • EIN 94-6710255

Jan 01, 2016 to Dec 31, 2016 • Filed on May 19, 2017

575 Roosevelt WaySan Francisco, CA 94114

(609) 882-0279

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.00x

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

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Net Margin

14th percentile

-41%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

85th percentile

$8,919

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 32.0% of source-year revenue.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Source year 2016

Asset Growth

20th percentile

-2.0%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-34%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)13 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$553,631

Down $11,452 (-2.0%) from 2015

Net Assets

Down

$553,631

Down $11,452 (-2.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$27,911

Down $14,290 (-34%) from 2015

Expenses

Up

$39,363

Up $3,368 (+9.4%) from 2015

Net Income

Down

-$11,452

Down $17,658 (-285%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $566,124Liabilities 2011: $0Net Assets 2011: $566,1242011Assets 2012: $563,535Liabilities 2012: $0Net Assets 2012: $563,5352012Assets 2013: $560,154Liabilities 2013: $0Net Assets 2013: $560,1542013Assets 2014: $558,877Liabilities 2014: $0Net Assets 2014: $558,8772014Assets 2015: $565,083Liabilities 2015: $0Net Assets 2015: $565,0832015Assets 2016: $553,631Liabilities 2016: $0Net Assets 2016: $553,6312016Assets 2017: $615,969Liabilities 2017: $0Net Assets 2017: $615,9692017Assets 2018: $610,687Liabilities 2018: $0Net Assets 2018: $610,6872018Assets 2019: $613,245Liabilities 2019: $0Net Assets 2019: $613,2452019Assets 2020: $614,195Liabilities 2020: $0Net Assets 2020: $614,1952020Assets 2021: $634,066Liabilities 2021: $0Net Assets 2021: $634,0662021Assets 2022: $787,475Liabilities 2022: $0Net Assets 2022: $787,4752022Assets 2023: $1,366,325Liabilities 2023: $0Net Assets 2023: $1,366,3252023Assets 2024: $6,239,181Liabilities 2024: $0Net Assets 2024: $6,239,1812024

Highlighted filing

2016

Assets$553,631
Liabilities$0
Net Assets$553,631

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $18,008Expenses 2011: $20,484Net Income 2011: -$2,4762011Revenue 2012: $20,373Expenses 2012: $22,962Net Income 2012: -$2,5892012Revenue 2013: $23,164Expenses 2013: $26,545Net Income 2013: -$3,3812013Revenue 2014: $29,465Expenses 2014: $30,742Net Income 2014: -$1,2772014Revenue 2015: $42,201Expenses 2015: $35,995Net Income 2015: $6,2062015Revenue 2016: $27,911Expenses 2016: $39,363Net Income 2016: -$11,4522016Revenue 2017: $108,579Expenses 2017: $40,184Net Income 2017: $68,3952017Revenue 2018: $41,879Expenses 2018: $47,161Net Income 2018: -$5,2822018Revenue 2019: $42,819Expenses 2019: $40,261Net Income 2019: $2,5582019Revenue 2020: $42,426Expenses 2020: $41,476Net Income 2020: $9502020Revenue 2021: $55,769Expenses 2021: $35,898Net Income 2021: $19,8712021Revenue 2022: $197,379Expenses 2022: $43,970Net Income 2022: $153,4092022Revenue 2023: $636,385Expenses 2023: $57,535Net Income 2023: $578,8502023Revenue 2024: $4,943,187Expenses 2024: $70,331Net Income 2024: $4,872,8562024

Highlighted filing

2016

Revenue$27,911
Expenses$39,363
Net Income-$11,452
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 19, 2017
Return Version
2016v3.0
Gross Receipts
$49,661
Mission and Program Overview

Mission

To provide perpetual care for cemetery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$565,083$553,631▼ $11,452
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$565,083$553,631▼ $11,452
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$565,083$553,631▼ $11,452
Total Net Assets Fund Balance$565,083$553,631▼ $11,452
Total Liabilities and Net Assets / Fund Balance$565,083$553,631▼ $11,452
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lucille PalmieriTrusteePT$8,919$8,919

Board Members and Trustees

NameTitle
Arthur Hough JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$27,911
Other Revenue
$0
Change in Net Assets
$-11,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,008
Salaries, Compensation, and Employee Benefits$8,919
Other Expenses$1,436
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$29,008
Current Officers, Directors, Trustees, and Key Employees---$8,919
Fees for Services Accounting---$1,250
Other Expenses---$186
Total Functional Expenses$0$0$0$39,363
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Arthur S Hough Sr Trust Fund
EIN
94-6710255
Phone
6098820279
Address
575 ROOSEVELT WAY, SAN FRANCISCO, CA 94114

Signing Officer

Name
Lucille Palmieri
Title
Trustee
Signed
2017-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucille Palmieri
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Woo & Shum Llp
Address
601 Montgomery Street 1010, San Francisco, CA 94111
Preparer
James G Woo
Phone
4159567685
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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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ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$6.24$0.00$6.24$4.94$0.07$4.87
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.64$0.06$0.58
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.20$0.04$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.06$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.04$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.04$0.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.11$0.04$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.03$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.03$0.03$0.00
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.02$0.03$0.00
2012Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.02$0.02$0.00
2011Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.02$0.02$0.00