Civic Intelligence

S O Charitable Trust

990PF • Fiscal year 2017 • EIN 01-0617948

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization Profile
3839 Flatlands Avenue No 201Brooklyn, NY 11234

(718) 436-5151

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.01x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.08x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2017

Net Margin

57th percentile

17%

Higher net margin than 57% of similar nonprofits.

2017 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2017

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.

2017 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2017

Asset Growth

45th percentile

1.7%

Faster asset growth than 45% of similar nonprofits.

2017 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-3.9%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$7,300,710

Up $122,714 (+1.7%) from 2016

Net Assets

Up

$7,240,816

Up $122,649 (+1.7%) from 2016

Liabilities

Up

$59,894

Up $65 (+0.1%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin57th percentile

Revenue

Down

$725,205

Down $29,144 (-3.9%) from 2016

Expenses

Up

$602,556

Up $157,956 (+36%) from 2016

Net Income

Down

$122,649

Down $187,100 (-60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2017

Assets$7,300,710
Liabilities$59,894
Net Assets$7,240,816
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

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

2017

Revenue$725,205
Expenses$602,556
Net Income$122,649
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA ROSSTrustee-$0--
SAMUEL OFFENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
S O Charitable Trust
EIN
01-0617948
Phone
7184365151
Address
3839 FLATLANDS AVENUE NO 201, BROOKLYN, NY 11234

Signing Officer

Name
Rebecca Ross
Title
Trustee
Phone
7184365151
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Robins & Associates Llp
Address
4 EXECUTIVE BOULEVARD SUITE 202, SUFFERN, NY 10901
Preparer
Alfred I Scherzer
Phone
8455472230
Raw XML Appendix342 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/RecipientUSAddress/CityNm0BROOKLYN
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0579105
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0349803
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0349803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0267191
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0230470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036721
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0580273
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0230470
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0267191
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036721
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE SECA TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1118
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1118
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0148752
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1108482
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST - LOANS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TBG FUNDING - INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0148752
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1108482
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0148752
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1108482
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt059829
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INVESTMENT LORIMER ST. ASSOCIATES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt059894
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03839 FLATLANDS AVE
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt23839 FLATLANDS AVE
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1BROOKLYN
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd111234
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd211234
TaxesSchedule/TaxesDetail/Amt020583
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07184365151
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S O CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOCH
ReturnHeader/Filer/EIN0010617948
ReturnHeader/Filer/PhoneNum07184365151
ReturnHeader/Filer/USAddress/AddressLine1Txt03839 FLATLANDS AVENUE NO 201
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D836B9DDBC6315C29F96DB5C2AD5E23733F82D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D836B9DDBC6315C29F96DB5C2AD5E23733F82D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.18.228.189
ReturnHeader/FilingSecurityInformation/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:03:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133094254
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBINS & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 EXECUTIVE BOULEVARD SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUFFERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010901
ReturnHeader/PreparerPersonGrp/PhoneNum08455472230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED I SCHERZER
ReturnHeader/ReturnTs02018-11-07T15:03:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,300,710
Liabilities
$59,894
Net assets
$7,240,816
Revenue
$725,205
Expenses
$602,556
Net income
$122,649
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
2017Detailed filing. Detailed filing data is available for this year.$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