Civic Intelligence

Irving Joseph Charitable Trust

990PF • Fiscal year 2014 • EIN 02-6180459

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 06, 2015

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

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-89%

Higher net margin than 7% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$10,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 48.2% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-4.7%

Faster asset growth than 34% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-23%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$370,874

Down $18,435 (-4.7%) from 2013

Net Assets

Down

$370,874

Down $18,435 (-4.7%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Down

$20,732

Down $6,206 (-23%) from 2013

Expenses

Up

$39,167

Up $9,960 (+34%) from 2013

Net Income

Down

-$18,435

Down $16,166 (-712%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th 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: $0Net 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: $1Net 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

2014

Assets$370,874
Liabilities$0
Net Assets$370,874
Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

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

2014

Revenue$20,732
Expenses$39,167
Net Income-$18,435
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARVEY SCHONBRUNTrusteePT$10,000-$10,000
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
2015-04-06

Preparer

Firm
Gregory Sharer & Stuart Pa
Address
100 2ND AVE SOUTH STE 600, SAINT PETERSBURG, FL 33701-4336
Preparer
Byron C Smith CPA
Phone
7278216161
Raw XML Appendix280 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/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/AppliedToCurrentYearAmt020635
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020635
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02919
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05904
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02919
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023620
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02985
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05904
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02919
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES/COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC BANK/ADMINISTRATION EXPE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0765
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0765
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11235
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORTGAGE INTEREST RECEIVED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt028786
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt028786
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OUTSIDE MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01500
TaxesSchedule/TaxesDetail/Amt0322
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES PAID
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY SCHONBRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08132290664
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-06
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/PreparerFirmGrp/PreparerFirmEIN0591850025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGORY SHARER & STUART PA
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/PreparationDt02015-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON C SMITH CPA
ReturnHeader/ReturnTs02015-04-07T07:10:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$370,874
Liabilities
$0
Net assets
$370,874
Revenue
$20,732
Expenses
$39,167
Net income
-$18,435
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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