Civic Intelligence

David & Paula Fishman Charitable Trust

990PF • Fiscal year 2018 • EIN 11-3402788

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

Organization Profile
C/O Sacks Press Lacher 600 3rd AveNew York, NY 10016

(212) 682-6640

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2018 filings • NTEE T20Z • <$500k nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.00x

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

2018 filings • NTEE T20Z • <$500k nonprofits • Source year 2018

Net Margin

51st percentile

-16%

Higher net margin than 51% of similar nonprofits.

2018 filings • NTEE T20Z • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2018 filings • NTEE T20Z • <$500k nonprofits • Source year 2018

Asset Growth

65th percentile

-0.5%

Faster asset growth than 65% of similar nonprofits.

2018 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-60%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$316,737

Down $1,464 (-0.5%) from 2017

Net Assets

Down

$316,737

Down $1,464 (-0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin51st percentile

Revenue

Down

$8,882

Down $13,302 (-60%) from 2017

Expenses

Up

$10,346

Up $19 (+0.2%) from 2017

Net Income

Down

-$1,464

Down $13,321 (-112%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$400K$300K$200K$100K$0Assets 2011: $254,588Liabilities 2011: $02011Assets 2012: $259,002Liabilities 2012: $02012Assets 2013: $323,481Liabilities 2013: $02013Assets 2014: $365,267Liabilities 2014: $02014Assets 2015: $314,678Liabilities 2015: $02015Assets 2017: $318,201Liabilities 2017: $0Net Assets 2017: $318,2012017Assets 2018: $316,737Liabilities 2018: $0Net Assets 2018: $316,7372018Assets 2019: $99,632Liabilities 2019: $0Net Assets 2019: $99,6322019Assets 2020: $94,933Liabilities 2020: $0Net Assets 2020: $94,9332020Assets 2021: $113,768Liabilities 2021: $0Net Assets 2021: $113,7682021Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $2,908Liabilities 2024: $0Net Assets 2024: $2,9082024

Highlighted filing

2018

Assets$316,737
Liabilities$0
Net Assets$316,737
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: -$3,290Expenses 2011: $24,564Net Income 2011: -$27,8542011Revenue 2012: $22,817Expenses 2012: $18,403Net Income 2012: $4,4142012Revenue 2013: $57,714Expenses 2013: $19,316Net Income 2013: $38,3982013Revenue 2014: $59,675Expenses 2014: $17,889Net Income 2014: $41,7862014Revenue 2015: -$4,488Expenses 2015: $46,101Net Income 2015: -$50,5892015Revenue 2017: $22,184Expenses 2017: $10,327Net Income 2017: $11,8572017Revenue 2018: $8,882Expenses 2018: $10,346Net Income 2018: -$1,4642018Revenue 2019: $44,650Expenses 2019: $261,755Net Income 2019: -$217,1052019Revenue 2020: $1,619Expenses 2020: $6,318Net Income 2020: -$4,6992020Revenue 2021: $27,898Expenses 2021: $9,063Net Income 2021: $18,8352021Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $63,105Expenses 2024: $160,355Net Income 2024: -$97,2502024

Highlighted filing

2018

Revenue$8,882
Expenses$10,346
Net Income-$1,464
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA FISHMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David & Paula Fishman Charitable Trust
EIN
11-3402788
Phone
2126826640
Address
C/O SACKS PRESS LACHER 600 3RD AVE, NEW YORK, NY 10016

Signing Officer

Name
Paula Fishman
Title
Trustee
Phone
2126826640
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Sacks Press & Lacher Pc
Address
600 THIRD AVENUE, NEW YORK, NY 10016-1901
Preparer
Gary W Press
Phone
2126826640
Raw XML Appendix321 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 THIRD AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010016
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02126826640
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATIONS MADE TO MEDICAL SCHOOLS, RELIGIOUS INSTITUTIONS, CHARITABLE ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PAULA FISHMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05444
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND CHARITABLE AND EDUCATIONAL ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE AVAILABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05444
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03109
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03109
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1172
TaxesSchedule/TaxesDetail/CategoryTxt0NEW YORK STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1172
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA FISHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126826640
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID & PAULA FISHMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0113402788
ReturnHeader/Filer/PhoneNum02126826640
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SACKS PRESS LACHER 600 3RD AVE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010016
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09BE2CBA19EAB42E3AA6A58C583F06FD5835108C0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DEF1F6B06BA7FCA7EEFD31F9D2551D7A06E7AE7F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.224.130
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:33:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133050313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SACKS PRESS & LACHER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100161901
ReturnHeader/PreparerPersonGrp/PhoneNum02126826640
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY W PRESS
ReturnHeader/ReturnTs02019-11-12T15:38:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$316,737
Liabilities
$0
Net assets
$316,737
Revenue
$8,882
Expenses
$10,346
Net income
-$1,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.63$1.60$0.97
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.14$0.00$1.14$0.28$0.09$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.45$2.62$2.17
2018Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.09$0.10$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.22$0.10$0.12
2015Summary only. Only limited summary data is available for this year.$3.15$0.00$0.04$0.46$0.51
2014Summary only. Only limited summary data is available for this year.$3.65$0.00$0.60$0.18$0.42
2013Summary only. Only limited summary data is available for this year.$3.23$0.00$0.58$0.19$0.38
2012Summary only. Only limited summary data is available for this year.$2.59$0.00$0.23$0.18$0.04
2011Summary only. Only limited summary data is available for this year.$2.55$0.00$0.03$0.25$0.28