Civic Intelligence

Lipschitz Family Charitable Trust Olga & Solomon Lipschitz Tr Ua 081794

990PF • Fiscal year 2013 • EIN 11-6446481

Aug 01, 2012 to Jul 31, 2013 • Filed on Jun 13, 2014

Organization Profile
5116 17th AvenueBrooklyn, NY 11204
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

2nd percentile

-296%

Higher net margin than 2% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

8th percentile

-13%

Faster asset growth than 8% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,568,468

Down $682,448 (-13%) from 2012

Net Assets

$4,568,468

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin2nd percentile

Revenue

Down

$230,294

Down $61,937 (-21%) from 2012

Expenses

Up

$912,742

Up $743,480 (+439%) from 2012

Net Income

Down

-$682,448

Down $805,417 (-655%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,906,605Liabilities 2010: $02010Assets 2011: $5,127,947Liabilities 2011: $02011Assets 2012: $5,250,916Liabilities 2012: $02012Assets 2013: $4,568,468Liabilities 2013: $0Net Assets 2013: $4,568,4682013Assets 2014: $4,462,094Liabilities 2014: $0Net Assets 2014: $4,462,0942014Assets 2015: $4,668,833Liabilities 2015: $0Net Assets 2015: $4,668,8332015Assets 2016: $4,813,457Liabilities 2016: $588Net Assets 2016: $4,812,8692016Assets 2017: $4,984,485Liabilities 2017: $0Net Assets 2017: $4,984,4852017Assets 2018: $5,120,931Liabilities 2018: $0Net Assets 2018: $5,120,9312018

Highlighted filing

2013

Assets$4,568,468
Liabilities$0
Net Assets$4,568,468
Open 2013 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $470,147Expenses 2010: $188,653Net Income 2010: $281,4942010Revenue 2011: $394,929Expenses 2011: $173,587Net Income 2011: $221,3422011Revenue 2012: $292,231Expenses 2012: $169,262Net Income 2012: $122,9692012Revenue 2013: $230,294Expenses 2013: $912,742Net Income 2013: -$682,4482013Revenue 2014: $195,575Expenses 2014: $301,949Net Income 2014: -$106,3742014Revenue 2015: $386,982Expenses 2015: $193,117Net Income 2015: $193,8652015Revenue 2016: $458,884Expenses 2016: $247,758Net Income 2016: $211,1262016Revenue 2017: $346,009Expenses 2017: $174,393Net Income 2017: $171,6162017Revenue 2018: $412,843Expenses 2018: $276,397Net Income 2018: $136,4462018

Highlighted filing

2013

Revenue$230,294
Expenses$912,742
Net Income-$682,448
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Jun 13, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLGA LIPSCHITZTrustee-$0--
SOLOMON LIPSCHITZTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLEEXEMPTBROOKLYN, NY, US$725,000
Paid Grant-CHARITABLEEXEMPTCovington, KY, US$50,000
Paid Grant-CHARITABLEEXEMPTBROOKLYN, NY, US$39,996
Paid Grant-CHARITABLEEXEMPTBROOKLYN, NY, US$25,000
Paid Grant-CHARITABLEEXEMPTBROOKLYN, NY, US$19,150
Paid Grant-CHARITABLEEXEMPTBrooklyn, NY, US$15,000
Paid Grant-CHARITABLEEXEMPTLos Angeles, CA, US$10,000
Filing and Contact Details

Filer

EIN
11-6446481
Raw XML Appendix362 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0OLGA LIPSCHITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SOLOMON LIPSCHITZ
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine105116 17TH AVE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0VARIOUS CHARITABLE ORGANIZATIONS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2CONGREGATION SHAAREI ZION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3CONGREGATION YAD EZRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4FIDELITY CHARITABLE SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5HERITAGE INSTITUTE LEV AVOTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6CONGREGATION OHR CHAIM
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114415 14th Avenue
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133470 Wilshire Blvd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14100 Crosby Parkway
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152300 Cropsey Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16262 56TH St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BROOKLYN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Brooklyn
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BROOKLYN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Los Angeles
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Covington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5BROOKLYN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6BROOKLYN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4KY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode011204
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode111219
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode211210
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode390010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode441015
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode511214
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode611220
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0884146
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0154979
IRS990PF/UndistributedIncome/AppliedToYear10145700
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0154979
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0587217
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0587217
IRS990PF/UndistributedIncome/QualifyingDistributions0887896
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0587217
IRS990PF/UndistributedIncome/TotalCorpus0587217
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0145700
OtherAssetsSchedule/OtherAssets/BOYBookValue01
OtherAssetsSchedule/OtherAssets/Description0Rounding
OtherAssetsSchedule/OtherAssets/EOYBookValue02
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0250
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome017803
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks017803
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1250
OtherIncomeSchedule2/OtherIncome/Description0ANNUITY INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0121376
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0121376
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount07000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ACCOUNTING AND SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps03500
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03500
TaxesSchedule/Taxes/Amount03500
TaxesSchedule/Taxes/Amount143
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/Category1foreign taxes
TaxesSchedule/Taxes/NetInvestmentIncome043
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0116446481
ReturnHeader/Filer/Name/BusinessNameLine10LIPSCHITZ FAMILY CHARITABLE TRUST
ReturnHeader/Filer/Name/BusinessNameLine20OLGA & SOLOMON LIPSCHITZ TR UA 081794
ReturnHeader/Filer/NameControl0LIPS
ReturnHeader/Filer/Phone07188543135
ReturnHeader/Filer/USAddress/AddressLine105116 17TH AVENUE
ReturnHeader/Filer/USAddress/City0BROOKLYN
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011204
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-06-13
ReturnHeader/Officer/Name0SOLOMON LIPSCHITZ
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bernath & Rosenberg PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101430 Broadway 7th Floor
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0New York
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0100183308
ReturnHeader/Preparer/Name0Benjamin Berger
ReturnHeader/Preparer/Phone02122211140
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-08-01
ReturnHeader/TaxPeriodEndDate02013-07-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-06-13T09:52:10-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,568,468
Liabilities
$0
Net assets
$4,568,468
Revenue
$230,294
Expenses
$912,742
Net income
-$682,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.41$0.28$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.35$0.17$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.46$0.25$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.39$0.19$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.20$0.30$0.11
2013Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.23$0.91$0.68
2012Summary only. Only limited summary data is available for this year.$5.25$0.00$0.29$0.17$0.12
2011Summary only. Only limited summary data is available for this year.$5.13$0.00$0.39$0.17$0.22
2010Summary only. Only limited summary data is available for this year.$4.91$0.00$0.47$0.19$0.28