Civic Intelligence

The Rica Charitable Trust

990PF • Fiscal year 2018 • EIN 04-3420457

May 01, 2017 to Apr 30, 2018 • Filed on Mar 15, 2019

C/O Marcum Llp 750 Third AvenueNew York, NY 10017

(212) 485-5500

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

Score unavailable

No value available

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

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

Asset Growth

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Assets

Down

$4,048

Down $35 (-0.9%) from 2017

Net Assets

Down

$4,048

Down $35 (-0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Flat

$0

Flat from 2017

Expenses

Flat

$35

Flat from 2017

Net Income

Flat

-$35

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $84,653Liabilities 2010: $0Net Assets 2010: $84,6532010Assets 2011: $45,584Liabilities 2011: $0Net Assets 2011: $45,5842011Assets 2012: $2,788Liabilities 2012: $0Net Assets 2012: $2,7882012Assets 2013: $2,556Liabilities 2013: $0Net Assets 2013: $2,5562013Assets 2014: $4,218Liabilities 2014: $02014Assets 2015: $4,153Liabilities 2015: $02015Assets 2016: $4,118Liabilities 2016: $0Net Assets 2016: $4,1182016Assets 2017: $4,083Liabilities 2017: $0Net Assets 2017: $4,0832017Assets 2018: $4,048Liabilities 2018: $0Net Assets 2018: $4,0482018Assets 2019: $1,613Liabilities 2019: $0Net Assets 2019: $1,6132019Assets 2020: $1,578Liabilities 2020: $0Net Assets 2020: $1,5782020Assets 2021: $222,695Liabilities 2021: $0Net Assets 2021: $222,6952021Assets 2022: $204,063Liabilities 2022: $0Net Assets 2022: $204,0632022Assets 2023: $82,671Liabilities 2023: $0Net Assets 2023: $82,6712023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$4,048
Liabilities$0
Net Assets$4,048

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $32,9092010Expenses 2011: $39,4012011Expenses 2012: $40,7832012Revenue 2013: $25,038Expenses 2013: $25,270Net Income 2013: -$2322013Revenue 2014: $18,032Expenses 2014: $16,370Net Income 2014: $1,6622014Revenue 2015: $0Expenses 2015: $35Net Income 2015: -$352015Revenue 2016: $0Expenses 2016: $35Net Income 2016: -$352016Revenue 2017: $0Expenses 2017: $35Net Income 2017: -$352017Revenue 2018: $0Expenses 2018: $35Net Income 2018: -$352018Revenue 2019: $0Expenses 2019: $2,435Net Income 2019: -$2,4352019Revenue 2020: $0Expenses 2020: $35Net Income 2020: -$352020Revenue 2021: $4,221,117Expenses 2021: $4,000,000Net Income 2021: $221,1172021Revenue 2022: $0Expenses 2022: $18,632Net Income 2022: -$18,6322022Revenue 2023: $391,825Expenses 2023: $513,217Net Income 2023: -$121,3922023Revenue 2024: $168Expenses 2024: $82,839Net Income 2024: -$82,6712024

Highlighted filing

2018

Revenue$0
Expenses$35
Net Income-$35
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Mar 15, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIETTA LUTZE SACKLERTrustee-$0--
ARTHUR F SACKLERTrustee-$0--
LEE R MARKSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Rica Charitable Trust
EIN
04-3420457
In Care Of
% MARCUM LLP
Phone
2124855500
Address
C/O MARCUM LLP 750 THIRD AVENUE, NEW YORK, NY 10017

Signing Officer

Name
Lee R Marks
Title
Trustee
Phone
2124855500
Signed
2019-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
750 THIRD AVENUE, NEW YORK, NY 10017
Preparer
David First
Phone
2124855500
Raw XML Appendix252 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1ARTHUR F SACKLER
CompensationExplanation/CompensationExplanationGrp/PersonNm2LEE R MARKS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0DECEASED 1/18/19
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1TRUSTEE AS OF 1/18/19
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2TRUSTEE AS OF 1/18/19
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt061
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0200
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04005
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE FOUNDATION DOES NOT HAVE A FORMAL APPLICATION PROCESS. APPROPRIATE INQUIRIES ARE MDADE AS TO THE CHARITABLE PURPOSES FOR WHICH DONATIONS WILL BE USED.
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B5FA17D88904AFACD16FCF14C952EC23E051E0C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E965785D3D4BBE62F57A7A0FF129412CA0449B1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId012486720190655000073
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-03-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.113
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02124855500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID FIRST
ReturnHeader/ReturnTs02019-03-06T14:04:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.08$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.39$0.51$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$4.22$4.00$0.22
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.00$0.00$0.00$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.02$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.03