Civic Intelligence

Irving Joseph Charitable Trust

990PF • Fiscal year 2019 • EIN 02-6180459

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
1802 North Morgan StreetTampa, FL 33602-2328

(813) 229-0664

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

100th percentile

266%

Higher net margin than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$10,000

Higher top officer pay than 84% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$322,657

Down $40,324 (-11%) from 2018

Net Assets

Down

$322,657

Down $40,324 (-11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$15,186

Down $42,611 (-155%) from 2018

Expenses

Down

$25,138

Down $3,599 (-13%) from 2018

Net Income

Down

-$40,324

Down $39,012 (-2973%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$600K$400K$200K$0Assets 2010: $430,344Liabilities 2010: $0Net Assets 2010: $430,3442010Assets 2011: $435,821Liabilities 2011: $0Net Assets 2011: $435,8212011Assets 2012: $391,578Liabilities 2012: $0Net Assets 2012: $391,5782012Assets 2013: $389,309Liabilities 2013: $1Net Assets 2013: $389,3092013Assets 2014: $370,874Liabilities 2014: $1Net Assets 2014: $370,8742014Assets 2015: $370,535Liabilities 2015: $1Net Assets 2015: $370,5352015Assets 2018: $362,981Liabilities 2018: $0Net Assets 2018: $362,9812018Assets 2019: $322,657Liabilities 2019: $0Net Assets 2019: $322,6572019Assets 2020: $314,696Liabilities 2020: $1Net Assets 2020: $314,6962020Assets 2021: $203,564Liabilities 2021: $0Net Assets 2021: $203,5642021Assets 2022: $47,445Liabilities 2022: $0Net Assets 2022: $47,4452022

Highlighted filing

2019

Assets$322,657
Liabilities$0
Net Assets$322,657
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $36,6932010Expenses 2011: $28,5192011Expenses 2012: $29,9762012Revenue 2013: $26,938Expenses 2013: $29,207Net Income 2013: -$2,2692013Revenue 2014: $20,732Expenses 2014: $39,167Net Income 2014: -$18,4352014Revenue 2015: $27,385Expenses 2015: $27,724Net Income 2015: -$3392015Revenue 2018: $27,425Expenses 2018: $28,737Net Income 2018: -$1,3122018Revenue 2019: -$15,186Expenses 2019: $25,138Net Income 2019: -$40,3242019Revenue 2020: $15,366Expenses 2020: $23,327Net Income 2020: -$7,9612020Revenue 2021: $20,153Expenses 2021: $43,505Net Income 2021: -$23,3522021Revenue 2022: $6,972Expenses 2022: $163,091Net Income 2022: -$156,1192022

Highlighted filing

2019

Revenue-$15,186
Expenses$25,138
Net Income-$40,324
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY SCHONBRUNTrusteePT$10,000-$10,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL OPERATIONSPCTAMPA, FL, US$5,000
Paid Grant-GENERAL OPERATIONSPCTAMPA, FL, US$2,400
Paid Grant-GENERAL OPERATIONSPCPITTSFORD, NY, US$2,250
Paid Grant-GENERAL OPERATIONSPCTAMPA, FL, US$1,302
Paid Grant-GENERAL OPERATIONSPCTAMPA, FL, US$1,192
Paid Grant-GENERAL OPERATIONSPCTAMPA, FL, US$210
Filing and Contact Details

Filer

Filer Name
Irving Joseph Charitable Trust
EIN
02-6180459
Phone
8132290664
Address
1802 NORTH MORGAN STREET, TAMPA, FL 33602-2328

Signing Officer

Name
Harvey Schonbrun
Title
Trustee
Phone
8132290664
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
100 2ND AVE SOUTH STE 600, SAINT PETERSBURG, FL 33701-4336
Preparer
Byron C Smith CPA
Phone
7278216161
Raw XML Appendix294 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/CityNm5TAMPA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314534
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012354
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06198
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06156
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020254
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012354
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014056
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06156
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES/COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0610
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0610
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORTGAGE INTEREST RECEIVED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt017882
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt017882
TaxesSchedule/TaxesDetail/Amt0299
TaxesSchedule/TaxesDetail/CategoryTxt0PY EXCISE TAX DUE
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY SCHONBRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08132290664
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRVING JOSEPH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0026180459
ReturnHeader/Filer/PhoneNum08132290664
ReturnHeader/Filer/USAddress/AddressLine1Txt01802 NORTH MORGAN STREET
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0336022328
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07DBFE8F8AD6E9C5E05603C7B287328A551702207
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId013A0AE47EC86240848EB6AA8C5AE8CE9ECCBA930
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.98.98.134
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm005:44:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 2ND AVE SOUTH STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337014336
ReturnHeader/PreparerPersonGrp/PhoneNum07278216161
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON C SMITH CPA
ReturnHeader/ReturnTs02020-11-16T05:44:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$322,657
Liabilities
$0
Net assets
$322,657
Revenue
-$15,186
Expenses
$25,138
Net income
-$40,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.07$1.63$1.56
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.20$0.44$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.15$0.23$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.15$0.25$0.40
2018Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.27$0.29$0.01
2017Detailed filing. Detailed filing data is available for this year.
2016Detailed filing. Detailed filing data is available for this year.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.00$3.71$0.27$0.28$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.21$0.39$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.27$0.29$0.02
2012Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.30
2011Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.29
2010Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.37
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits