Civic Intelligence

Irving Joseph Charitable Trust

990PF • Fiscal year 2018 • EIN 02-6180459

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 27, 2019

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

32nd percentile

-4.8%

Higher net margin than 32% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$10,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 36.5% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

-0.4%

Faster asset growth than 46% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

-5.0%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$362,981

No earlier filing loaded for comparison.

Net Assets

$362,981

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin32nd percentile

Revenue

$27,425

No earlier filing loaded for comparison.

Expenses

$28,737

No earlier filing loaded for comparison.

Net Income

-$1,312

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th 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: $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

2018

Assets$362,981
Liabilities$0
Net Assets$362,981
Open 2018 Filing

Operations Trend

Revenue Growth40th 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

2018

Revenue$27,425
Expenses$28,737
Net Income-$1,312
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 27, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay84th 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
2019-09-27
Discuss with paid preparer
Yes

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 Appendix261 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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ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY SCHONBRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08132290664
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-27
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/AtSubmissionCreationDeviceId0BD5B91F34181DEC76A75D407FF4AB2E56AA89E64
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId097B506FB00C79CDC3C047874180698155546E57B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.132.126.75
ReturnHeader/FilingSecurityInformation/IPDt02019-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:04:58
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/PreparationDt02019-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON C SMITH CPA
ReturnHeader/ReturnTs02019-09-28T09:04:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,981
Liabilities
$0
Net assets
$362,981
Revenue
$27,425
Expenses
$28,737
Net income
-$1,312
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