Civic Intelligence

S O Charitable Trust

990PF • Fiscal year 2015 • EIN 01-0617948

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 03, 2016

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

91st percentile

0.01x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

0.10x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2015

Net Margin

76th percentile

63%

Higher net margin than 76% of similar nonprofits.

2015 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2015 filings • NTEE T • $5M-$10M nonprofits • Source year 2015

Asset Growth

75th percentile

5.8%

Faster asset growth than 75% of similar nonprofits.

2015 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

-22%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$6,866,280

Up $376,079 (+5.8%) from 2014

Net Assets

Up

$6,808,418

Up $377,475 (+5.9%) from 2014

Liabilities

Down

$57,862

Down $1,396 (-2.4%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin76th percentile

Revenue

Down

$604,416

Down $168,297 (-22%) from 2014

Expenses

Up

$222,506

Up $169,656 (+321%) from 2014

Net Income

Down

$381,910

Down $337,953 (-47%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2015

Assets$6,866,280
Liabilities$57,862
Net Assets$6,808,418
Open 2015 Filing

Operations Trend

Revenue Growth47th 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

2015

Revenue$604,416
Expenses$222,506
Net Income$381,910
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 3, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay66th 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 Offen
Title
Trustee
Phone
7184365151
Signed
2016-11-03
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 Appendix372 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/DistributableAmountGrp/DistributableAsAdjustedAmt0318124
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0328903
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0REBECCA ROSS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03839 FLATLANDS AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKLYN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011234
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07184365151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ADVANCEMENT OF EDUCATION & ASSISTANCE TO THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONTRIBUTIONS OF 210000 DETAILS AVAILABLE UPON REQUEST AT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03839 FLATLANDS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011234
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0210000
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/AppliedToCurrentYearAmt0210909
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0318124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt041567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024030
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt041567
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0210909
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041567
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt065648
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE SECA TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03839 FLATLANDS AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BROOKLYN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011234
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04435
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON DEDUCTIBLE EXPENSES * PASS THRU ENTITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt159
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt159
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt055983
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1542
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt260879
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt316298
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4-28463
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST - LOANS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DIVIDENDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TBG FUNDING - INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/Desc3SEC 988 INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc4OTHER INCOME(LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt055983
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1542
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt260879
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt316298
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4-28463
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt055983
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1542
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt260879
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt316298
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-28463
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt059258
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INVESTMENT LORIMER ST. ASSOCIATES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt057862
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0DAVID SCHARF FAMILY TRUST
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt1THE SECA TRUST
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID SCHARF
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt13839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt23839 FLATLANDS AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BROOKLYN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1BROOKLYN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2BROOKLYN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd011234
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd111234
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd211234
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/Amt1163
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES W/H
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1163
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA OFFEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07184365151
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011234
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/ReturnTs02016-11-03T15:24:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,866,280
Liabilities
$57,862
Net assets
$6,808,418
Revenue
$604,416
Expenses
$222,506
Net income
$381,910
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
2015Detailed filing. Detailed filing data is available for this year.$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