Civic Intelligence

Ubs Foundation USA

990PF • Fiscal year 2020 • EIN 04-6032804

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

600 Washington Blvd Attn Tax DeptStamford, CT 06901

(203) 719-3000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-6496%

Higher net margin than 1% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-26%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$6,922

Down $1,473 (-18%) from 2019

Net Assets

$6,922

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$23

Down $8 (-26%) from 2019

Expenses

Up

$1,517

Up $1,262 (+495%) from 2019

Net Income

Down

-$1,494

Down $1,270 (-567%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $208,304Liabilities 2011: $02011Assets 2012: $92,561Liabilities 2012: $02012Assets 2013: $87,954Liabilities 2013: $02013Assets 2014: $90,305Liabilities 2014: $02014Assets 2015: $38,962Liabilities 2015: $02015Assets 2019: $8,395Liabilities 2019: $02019Assets 2020: $6,922Liabilities 2020: $0Net Assets 2020: $6,9222020Assets 2021: $6,007Liabilities 2021: $0Net Assets 2021: $6,0072021Assets 2022: $5,554Liabilities 2022: $0Net Assets 2022: $5,5542022Assets 2023: $5,325Liabilities 2023: $0Net Assets 2023: $5,3252023Assets 2024: $4,888Liabilities 2024: $0Net Assets 2024: $4,8882024

Highlighted filing

2020

Assets$6,922
Liabilities$0
Net Assets$6,922

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: -$20,954Expenses 2011: $10,214Net Income 2011: -$31,1682011Revenue 2012: $2,126Expenses 2012: $117,793Net Income 2012: -$115,6672012Revenue 2013: -$1,455Expenses 2013: $2,867Net Income 2013: -$4,3222013Revenue 2014: $5,080Expenses 2014: $2,729Net Income 2014: $2,3512014Revenue 2015: -$49,504Expenses 2015: $1,839Net Income 2015: -$51,3432015Revenue 2019: $31Expenses 2019: $255Net Income 2019: -$2242019Revenue 2020: $23Expenses 2020: $1,517Net Income 2020: -$1,4942020Revenue 2021: $0Expenses 2021: $915Net Income 2021: -$9152021Revenue 2022: $97Expenses 2022: $550Net Income 2022: -$4532022Revenue 2023: $283Expenses 2023: $511Net Income 2023: -$2282023Revenue 2024: $269Expenses 2024: $706Net Income 2024: -$4372024

Highlighted filing

2020

Revenue$23
Expenses$1,517
Net Income-$1,494
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHA ASKINSTrustee-$0--
LORE FEINSILVERTrustee-$0--
JAMIE SEARSTrustee-$0--
CHERLY GRASSMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ubs Foundation USA
EIN
04-6032804
Phone
2037193000
Address
600 WASHINGTON BLVD ATTN TAX DEPT, STAMFORD, CT 06901

Signing Officer

Name
Marsha Askins
Title
Trustee
Phone
2127136151
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
345 PARK AVENUE, NEW YORK, NY 10154-0102
Preparer
Louis Rizzo
Phone
2127589700
Raw XML Appendix297 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/UndistributedIncomeGrp/QualifyingDistributionsAmt01250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0891
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05020
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04129
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt222
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING - ALM MEDIA NY LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LOAN INTEREST/LATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt222
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LOAN INTEREST
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt025
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0NYS TAX RETURN FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHA ASKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127136151
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UBS FOUNDATION USA
ReturnHeader/Filer/BusinessNameControlTxt0UBSF
ReturnHeader/Filer/EIN0046032804
ReturnHeader/Filer/PhoneNum02037193000
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 WASHINGTON BLVD ATTN TAX DEPT
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0345 PARK AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101540102
ReturnHeader/PreparerPersonGrp/PhoneNum02127589700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS RIZZO
ReturnHeader/ReturnTs02021-11-14T19:57:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARSHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASKINS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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