Civic Intelligence

The Kobren Family Charitable Trust

990PF • Fiscal year 2014 • EIN 04-6885196

Oct 01, 2013 to Sep 30, 2014

Sarasota, FL
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

1st percentile

-274805%

Higher net margin than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

4th percentile

-26%

Faster asset growth than 4% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$1,683,544

Down $596,327 (-26%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$217

Down $216,780 (-100%) from 2013

Expenses

Up

$596,544

Up $443,074 (+289%) from 2013

Net Income

Down

-$596,327

Down $659,854 (-1039%) from 2013

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,482,679Liabilities 2011: $02011Assets 2012: $2,377,369Liabilities 2012: $02012Assets 2013: $2,279,871Liabilities 2013: $02013Assets 2014: $1,683,544Liabilities 2014: $02014Assets 2015: $1,611,916Liabilities 2015: $02015Assets 2019: $701,705Liabilities 2019: $0Net Assets 2019: $701,7052019Assets 2020: $489,997Liabilities 2020: $0Net Assets 2020: $489,9972020Assets 2021: $418,115Liabilities 2021: $0Net Assets 2021: $418,1152021Assets 2022: $341,475Liabilities 2022: $0Net Assets 2022: $341,4752022Assets 2023: $274,634Liabilities 2023: $0Net Assets 2023: $274,6342023Assets 2024: $111,335Liabilities 2024: $0Net Assets 2024: $111,3352024

Highlighted filing

2014

Assets$1,683,544
Liabilities$0
Net Assets-

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $320,610Expenses 2011: $318,625Net Income 2011: $1,9852011Revenue 2012: $130,276Expenses 2012: $235,586Net Income 2012: -$105,3102012Revenue 2013: $216,997Expenses 2013: $153,470Net Income 2013: $63,5272013Revenue 2014: $217Expenses 2014: $596,544Net Income 2014: -$596,3272014Revenue 2015: $237,716Expenses 2015: $309,344Net Income 2015: -$71,6282015Revenue 2019: $14,605Expenses 2019: $30,800Net Income 2019: -$16,1952019Revenue 2020: -$137,793Expenses 2020: $73,915Net Income 2020: -$211,7082020Revenue 2021: $44Expenses 2021: $71,926Net Income 2021: -$71,8822021Revenue 2022: $2,395Expenses 2022: $79,035Net Income 2022: -$76,6402022Revenue 2023: $8,454Expenses 2023: $75,295Net Income 2023: -$66,8412023Revenue 2024: $6,215Expenses 2024: $169,514Net Income 2024: -$163,2992024

Highlighted filing

2014

Revenue$217
Expenses$596,544
Net Income-$596,327
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Oct 1, 2013 to Sep 30, 2014

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