Civic Intelligence

Marilyn M Barman Charitable Trust

990PF • Fiscal year 2012 • EIN 11-6431196

Jan 01, 2012 to Dec 31, 2012 • Filed on May 06, 2013

Organization Profile
20 Central Drive11050
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

31st percentile

-7.7%

Faster asset growth than 31% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$85,480

Down $7,111 (-7.7%) from 2011

Net Assets

Down

$85,480

Down $7,111 (-7.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$4,400

Down $3 (-0.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$100K$50K$0Assets 2011: $92,591Liabilities 2011: $0Net Assets 2011: $92,5912011Assets 2012: $85,480Liabilities 2012: $0Net Assets 2012: $85,4802012Assets 2013: $82,478Liabilities 2013: $0Net Assets 2013: $82,4782013Assets 2014: $79,975Liabilities 2014: $0Net Assets 2014: $79,9752014Assets 2015: $71,802Liabilities 2015: $0Net Assets 2015: $71,8022015Assets 2016: $50,359Liabilities 2016: $0Net Assets 2016: $50,3592016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2012

Assets$85,480
Liabilities$0
Net Assets$85,480
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2011: $4,4032011Expenses 2012: $4,4002012Revenue 2013: $2,012Expenses 2013: $5,014Net Income 2013: -$3,0022013Revenue 2014: $1,917Expenses 2014: $4,420Net Income 2014: -$2,5032014Revenue 2015: $3,073Expenses 2015: $16,847Net Income 2015: -$13,7742015Revenue 2016: $3,869Expenses 2016: $25,312Net Income 2016: -$21,4432016Revenue 2017: $202Expenses 2017: $50,561Net Income 2017: -$50,3592017

Highlighted filing

2012

Revenue-
Expenses$4,400
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 6, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE SPAULDINGTrustee-$0--
RUSSELL BARMANTrustee-$0--
A ADDISON BARMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO HELP THEM PROVIDE MEDICAL CARE TO INDIGENT IN INDIA AND PHILIPINES501C3PORT WASHINGTON, NY, US$3,000
Paid Grant-HAITI EARTHQUAKE RELIEF501C3MINEOLA, NY, US$600
Paid Grant-HELP FOR HOMELESS501(c)(3)PHOENIX, AZ, US$300
Paid Grant-TO PROMOTE LITERACY501(c)(3)RESTON, VA, US$100
Filing and Contact Details

Filer

EIN
11-6431196
Raw XML Appendix307 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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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2AMERICAN CAPITAL
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases02417
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
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IRS990PF/ExemptPF0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MELANIE SPAULDING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RUSSELL BARMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2A ADDISON BARMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine108735 E INDIAN BEND RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11224 GLENN ROAD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WOODCLIFF LAKE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NJ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode085250
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions04000
IRS990PF/QualifyingDistributions/ExpensesAndContributions04000
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05167670989
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO PROMOTE LITERACY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1HELP FOR HOMELESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2HAITI EARTHQUAKE RELIEF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO HELP THEM PROVIDE MEDICAL CARE TO INDIGENT IN INDIA AND PHILIPINES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(c)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0WISH YOU WELL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1SEASON FOR SHARING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2AMERICAN RED CROSS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3HRF MEDICAL MISSION TO INDIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12195 WILLIS AVENUE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MINEOLA
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103800
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear304150
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear403100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear504430
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear504430
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear017250
IRS990PF/UndistributedIncome/ExcessFromCurrentYear04000
IRS990PF/UndistributedIncome/ExcessFromYear103800
IRS990PF/UndistributedIncome/ExcessFromYear202200
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IRS990PF/UndistributedIncome/ExcessFromYear403100
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IRS990PF/UndistributedIncome/RemainingDistriFromCorpus04000
IRS990PF/UndistributedIncome/TotalCorpus021680
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover017680
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount02417
OtherDecreasesSchedule/OtherDecreases/Description0CHECKS IN TRANSIT
OtherExpensesSchedule/OtherExpenses/Description0NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherIncomeSchedule2/OtherIncome/Description0GOLF TOURNAMENT
OtherIncomeSchedule2/OtherIncome/Description1DIVIDENDS
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0840
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks11591
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0116431196
ReturnHeader/Filer/Name/BusinessNameLine10MARILYN M BARMAN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MARI
ReturnHeader/Filer/Phone05167670989
ReturnHeader/Filer/USAddress/AddressLine1020 CENTRAL DRIVE
ReturnHeader/Filer/USAddress/City0PORT WASHINGTON
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011050
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-06
ReturnHeader/Officer/Name0A ADDISON BARMAN
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GARGIULO & CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10181 SMITHTOWN BLVD STE 103
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NESCONSET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0117671875
ReturnHeader/Preparer/Name0STEVEN G GARGIULO CPA
ReturnHeader/Preparer/Phone06312657556
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-06T05:02:09-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,480
Liabilities
$0
Net assets
$85,480
Revenue
-
Expenses
$4,400
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.20$50.6$50.4
2016Detailed filing. Detailed filing data is available for this year.$50.4$0.00$50.4$3.87$25.3$21.4
2015Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$3.07$16.8$13.8
2014Detailed filing. Detailed filing data is available for this year.$80.0$0.00$80.0$1.92$4.42$2.50
2013Detailed filing. Detailed filing data is available for this year.$82.5$0.00$82.5$2.01$5.01$3.00
2012Detailed filing. Detailed filing data is available for this year.$85.5$0.00$85.5$4.40
2011Detailed filing. Detailed filing data is available for this year.$92.6$0.00$92.6$4.40