Civic Intelligence

Elbogen Family Charitable Trust

990PF • Fiscal year 2021 • EIN 11-6552018

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
1650 49th StreetBrooklyn, NY 11204

(718) 431-2355

Siviq Scores

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

Liabilities / Assets

96th percentile

0.09x

Higher debt load relative to assets than 96% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

0.56x

Higher debt load relative to revenue than 93% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Net Margin

39th percentile

21%

Higher net margin than 39% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Asset Growth

30th percentile

1.0%

Faster asset growth than 30% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

207%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$13,182,565

Up $126,429 (+1.0%) from 2020

Net Assets

Up

$11,966,507

Up $464,167 (+4.0%) from 2020

Liabilities

Down

$1,216,058

Down $337,738 (-22%) from 2020

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin39th percentile

Revenue

Up

$2,182,214

Up $1,471,704 (+207%) from 2020

Expenses

Down

$1,718,047

Down $341,318 (-17%) from 2020

Net Income

Up

$464,167

Up $1,813,022 (+134%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,928,887Liabilities 2011: $0Net Assets 2011: $8,928,8872011Assets 2012: $9,616,982Liabilities 2012: $0Net Assets 2012: $9,616,9822012Assets 2013: $10,092,411Liabilities 2013: $500Net Assets 2013: $10,091,9112013Assets 2014: $11,413,654Liabilities 2014: $2,237Net Assets 2014: $11,411,4172014Assets 2015: $14,238,175Liabilities 2015: $16,897Net Assets 2015: $14,221,2782015Assets 2016: $14,576,147Liabilities 2016: $6,877Net Assets 2016: $14,569,2702016Assets 2017: $13,905,772Liabilities 2017: $6,897Net Assets 2017: $13,898,8752017Assets 2018: $13,277,073Liabilities 2018: $7,497Net Assets 2018: $13,269,5762018Assets 2019: $12,872,682Liabilities 2019: $21,487Net Assets 2019: $12,851,1952019Assets 2020: $13,056,136Liabilities 2020: $1,553,796Net Assets 2020: $11,502,3402020Assets 2021: $13,182,565Liabilities 2021: $1,216,058Net Assets 2021: $11,966,5072021Assets 2022: $13,727,089Liabilities 2022: $4,897,949Net Assets 2022: $8,829,1402022Assets 2023: $12,170,641Liabilities 2023: $5,057,649Net Assets 2023: $7,112,9922023Assets 2024: $9,561,155Liabilities 2024: $2,999,236Net Assets 2024: $6,561,9192024

Highlighted filing

2021

Assets$13,182,565
Liabilities$1,216,058
Net Assets$11,966,507
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $469,3082011Expenses 2012: $445,4352012Revenue 2013: $749,671Expenses 2013: $455,275Net Income 2013: $294,3962013Revenue 2014: $1,644,629Expenses 2014: $532,319Net Income 2014: $1,112,3102014Revenue 2015: $3,260,681Expenses 2015: $525,167Net Income 2015: $2,735,5142015Revenue 2016: $887,921Expenses 2016: $544,901Net Income 2016: $343,0202016Revenue 2017: $118,193Expenses 2017: $795,717Net Income 2017: -$677,5242017Revenue 2018: $33,647Expenses 2018: $576,702Net Income 2018: -$543,0552018Revenue 2019: $3,998,771Expenses 2019: $4,379,831Net Income 2019: -$381,0602019Revenue 2020: $710,510Expenses 2020: $2,059,365Net Income 2020: -$1,348,8552020Revenue 2021: $2,182,214Expenses 2021: $1,718,047Net Income 2021: $464,1672021Revenue 2022: -$261,490Expenses 2022: $2,875,877Net Income 2022: -$3,137,3672022Revenue 2023: -$84,154Expenses 2023: $1,631,994Net Income 2023: -$1,716,1482023Revenue 2024: -$52,204Expenses 2024: $498,869Net Income 2024: -$551,0732024

Highlighted filing

2021

Revenue$2,182,214
Expenses$1,718,047
Net Income$464,167
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aaron ElbogenTrustee-$0--
Chaya ElbogenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Elbogen Family Charitable Trust
EIN
11-6552018
Phone
7184312355
Address
1650 49th Street, Brooklyn, NY 11204

Signing Officer

Name
Aaron Elbogen
Title
Trustee
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Daniel D Baumann CPA
Address
1132 East 12th Street, Brooklyn, NY 11230
Preparer
Daniel Baumann
Phone
7182535451
Raw XML Appendix288 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Chaya Elbogen
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01750
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt096
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0191
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-151500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11962
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt22332494
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-742
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AMLife LLC (K-1)
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Colbart Birnet 2 LP (K-1)
OtherIncomeSchedule2/OtherIncomeDetail/Desc2JCE Life LLC (K-1)
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Platinum Fund LLC (K-1)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-151500
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11962
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt22332494
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-742
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-151500
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11962
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt22332494
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-742
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01553059
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Short Term Loans Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01213661
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0375
TaxesSchedule/TaxesDetail/Amt014999
TaxesSchedule/TaxesDetail/Amt1750
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Tax on Investment Income
TaxesSchedule/TaxesDetail/CategoryTxt1NYS CHAR500
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015749
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1375
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Aaron Elbogen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Elbogen Family Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ELBO
ReturnHeader/Filer/EIN0116552018
ReturnHeader/Filer/PhoneNum07184312355
ReturnHeader/Filer/USAddress/AddressLine1Txt01650 49th Street
ReturnHeader/Filer/USAddress/CityNm0Brooklyn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel D Baumann CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01132 East 12th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011230
ReturnHeader/PreparerPersonGrp/PhoneNum07182535451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Baumann
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T07:22:52-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Aaron
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Elbogen
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,182,565
Liabilities
$1,216,058
Net assets
$11,966,507
Revenue
$2,182,214
Expenses
$1,718,047
Net income
$464,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.56$3.00$6.56$0.05$0.50$0.55
2023Detailed filing. Detailed filing data is available for this year.$12.2$5.06$7.11$0.08$1.63$1.72
2022Detailed filing. Detailed filing data is available for this year.$13.7$4.90$8.83$0.26$2.88$3.14
2021Detailed filing. Detailed filing data is available for this year.$13.2$1.22$12.0$2.18$1.72$0.46
2020Detailed filing. Detailed filing data is available for this year.$13.1$1.55$11.5$0.71$2.06$1.35
2019Detailed filing. Detailed filing data is available for this year.$12.9$0.02$12.9$4.00$4.38$0.38
2018Detailed filing. Detailed filing data is available for this year.$13.3$0.01$13.3$0.03$0.58$0.54
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.01$13.9$0.12$0.80$0.68
2016Detailed filing. Detailed filing data is available for this year.$14.6$0.01$14.6$0.89$0.54$0.34
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.02$14.2$3.26$0.53$2.74
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$1.64$0.53$1.11
2013Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.75$0.46$0.29
2012Detailed filing. Detailed filing data is available for this year.$9.62$0.00$9.62$0.45
2011Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.47