Civic Intelligence

S O Charitable Trust

990PF • Fiscal year 2012 • EIN 01-0617948

Jan 01, 2012 to Dec 31, 2012 • Filed on May 06, 2013

Organization Profile
3839 Flatlands Avenue No 20111234
Siviq Scores

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

Liabilities / Assets

79th percentile

0.01x

Higher debt load relative to assets than 79% of similar nonprofits.

2012 filings • NTEE T • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2012 filings • NTEE T • $5M-$10M nonprofits • Source year 2012

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2012 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$5,055,980

Up $721,302 (+17%) from 2011

Net Assets

$5,026,247

No earlier filing loaded for comparison.

Liabilities

Up

$29,733

Up $29,733 from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$214,930

Down $306,879 (-59%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$10M$5.0M$0Assets 2011: $4,334,678Liabilities 2011: $02011Assets 2012: $5,055,980Liabilities 2012: $29,733Net Assets 2012: $5,026,2472012Assets 2013: $5,736,189Liabilities 2013: $25,109Net Assets 2013: $5,711,0802013Assets 2014: $6,490,201Liabilities 2014: $59,258Net Assets 2014: $6,430,9432014Assets 2015: $6,866,280Liabilities 2015: $57,862Net Assets 2015: $6,808,4182015Assets 2016: $7,177,996Liabilities 2016: $59,829Net Assets 2016: $7,118,1672016Assets 2017: $7,300,710Liabilities 2017: $59,894Net Assets 2017: $7,240,8162017Assets 2018: $7,595,633Liabilities 2018: $65,184Net Assets 2018: $7,530,4492018Assets 2019: $7,930,526Liabilities 2019: $80,162Net Assets 2019: $7,850,3642019Assets 2020: $8,699,778Liabilities 2020: $83,9062020Assets 2021: $8,793,381Liabilities 2021: $1Net Assets 2021: $8,793,3812021Assets 2022: $8,276,610Liabilities 2022: $0Net Assets 2022: $8,276,6102022Assets 2023: $7,987,849Liabilities 2023: $12023Assets 2024: $8,121,849Liabilities 2024: $0Net Assets 2024: $8,121,8492024

Highlighted filing

2012

Assets$5,055,980
Liabilities$29,733
Net Assets$5,026,247
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $853,591Expenses 2011: $521,809Net Income 2011: $331,7822011Expenses 2012: $214,9302012Revenue 2013: $761,624Expenses 2013: $74,990Net Income 2013: $686,6342013Revenue 2014: $772,713Expenses 2014: $52,850Net Income 2014: $719,8632014Revenue 2015: $604,416Expenses 2015: $222,506Net Income 2015: $381,9102015Revenue 2016: $754,349Expenses 2016: $444,600Net Income 2016: $309,7492016Revenue 2017: $725,205Expenses 2017: $602,556Net Income 2017: $122,6492017Revenue 2018: $770,852Expenses 2018: $481,219Net Income 2018: $289,6332018Revenue 2019: $737,107Expenses 2019: $417,192Net Income 2019: $319,9152019Revenue 2020: $1,807,861Expenses 2020: $681,239Net Income 2020: $1,126,6222020Revenue 2021: $801,519Expenses 2021: $624,010Net Income 2021: $177,5092021Revenue 2022: $765,626Expenses 2022: $1,282,397Net Income 2022: -$516,7712022Revenue 2023: $453,834Expenses 2023: $862,025Net Income 2023: -$408,1912023Revenue 2024: $607,999Expenses 2024: $386,026Net Income 2024: $221,9732024

Highlighted filing

2012

Revenue-
Expenses$214,930
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 6, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA OFFENTrustee-$0--
SAMUEL OFFENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCONTRIBUTIONS OF 198000 DETAILS AVAILABLE UPON REQUEST ATADVANCEMENT OF EDUCATION & ASSISTANCE TO THE NEEDY-BROOKLYN, NY, US$198,000
Filing and Contact Details

Filer

EIN
01-0617948
Raw XML Appendix343 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/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable060021
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0REBECCA OFFEN
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine103839 FLATLANDS AVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0BROOKLYN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode011234
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0THE SECA TRUST
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome029427
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome110
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome216733
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome3125000
OtherIncomeSchedule2/OtherIncome/Description0INTEREST - RESTORATIVE
OtherIncomeSchedule2/OtherIncome/Description1INTEREST - LORIMER
OtherIncomeSchedule2/OtherIncome/Description2INTEREST - 110 HENDERSON
OtherIncomeSchedule2/OtherIncome/Description3INTEREST - DENSCO
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome029427
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome110
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome216733
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome3125000
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks029427
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks110
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks216733
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks3125000
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue00
OtherLiabilitiesSchedule/OtherLiabilities/Description0INVESTMENT LORIMER
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue019938
SubstantialContributorsSch/SubstantialContributor/BusinessName/BusinessNameLine10DAVID SCHARF FAMILY TRUST
SubstantialContributorsSch/SubstantialContributor/BusinessName/BusinessNameLine11THE SECA TRUST
SubstantialContributorsSch/SubstantialContributor/PersonName0DAVID SCHARF
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine103839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine113839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine123839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributor/USAddress/City0BROOKLYN
SubstantialContributorsSch/SubstantialContributor/USAddress/City1BROOKLYN
SubstantialContributorsSch/SubstantialContributor/USAddress/City2BROOKLYN
SubstantialContributorsSch/SubstantialContributor/USAddress/State0NY
SubstantialContributorsSch/SubstantialContributor/USAddress/State1NY
SubstantialContributorsSch/SubstantialContributor/USAddress/State2NY
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode011234
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode111234
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode211234
TaxesSchedule/Taxes/Amount015000
TaxesSchedule/Taxes/Category0FEDERAL INCOME TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0010617948
ReturnHeader/Filer/Name/BusinessNameLine10S O CHARITABLE TRUST
ReturnHeader/Filer/NameControl0SOCH
ReturnHeader/Filer/Phone07184365151
ReturnHeader/Filer/USAddress/AddressLine103839 FLATLANDS AVENUE NO 201
ReturnHeader/Filer/USAddress/City0BROOKLYN
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011234
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-06
ReturnHeader/Officer/Name0REBECCA OFFEN
ReturnHeader/Officer/Phone07184365151
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0133094254
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ROBINS & ASSOCIATES LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10247 WEST 35 STREET 14 FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode010001
ReturnHeader/Preparer/Name0ALFRED I SCHERZER
ReturnHeader/Preparer/Phone02127600601
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-13T09:03:50-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,055,980
Liabilities
$29,733
Net assets
$5,026,247
Revenue
-
Expenses
$214,930
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.61$0.39$0.22
2023Detailed filing. Detailed filing data is available for this year.$7.99$0.00$0.45$0.86$0.41
2022Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.77$1.28$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.00$8.79$0.80$0.62$0.18
2020Summary only. Only limited summary data is available for this year.$8.70$0.08$1.81$0.68$1.13
2019Detailed filing. Detailed filing data is available for this year.$7.93$0.08$7.85$0.74$0.42$0.32
2018Detailed filing. Detailed filing data is available for this year.$7.60$0.07$7.53$0.77$0.48$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.06$7.24$0.73$0.60$0.12
2016Detailed filing. Detailed filing data is available for this year.$7.18$0.06$7.12$0.75$0.44$0.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.87$0.06$6.81$0.60$0.22$0.38
2014Detailed filing. Detailed filing data is available for this year.$6.49$0.06$6.43$0.77$0.05$0.72
2013Detailed filing. Detailed filing data is available for this year.$5.74$0.03$5.71$0.76$0.07$0.69
2012Detailed filing. Detailed filing data is available for this year.$5.06$0.03$5.03$0.21
2011Summary only. Only limited summary data is available for this year.$4.33$0.00$0.85$0.52$0.33