Civic Intelligence

Sarah Tod Fund Dtd 121454

990PF • Fiscal year 2015 • EIN 13-1963936

Jan 01, 2015 to Dec 31, 2015 • Filed on May 15, 2016

Organization Profile
1411 Broadway 9th FloorNew York, NY 10018

(212) 751-9100

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

28th percentile

-7.7%

Higher net margin than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

45th percentile

-0.5%

Faster asset growth than 45% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,856,713

Down $21,256 (-0.5%) from 2014

Net Assets

Down

$3,856,713

Down $21,256 (-0.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin28th percentile

Revenue

Down

$277,484

Down $45,220 (-14%) from 2014

Expenses

Down

$298,740

Down $25,834 (-8.0%) from 2014

Net Income

Down

-$21,256

Down $19,386 (-1037%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,486,341Liabilities 2011: $02011Assets 2012: $3,750,766Liabilities 2012: $02012Assets 2013: $3,879,839Liabilities 2013: $0Net Assets 2013: $3,879,8392013Assets 2014: $3,877,969Liabilities 2014: $0Net Assets 2014: $3,877,9692014Assets 2015: $3,856,713Liabilities 2015: $0Net Assets 2015: $3,856,7132015Assets 2016: $3,853,816Liabilities 2016: $0Net Assets 2016: $3,853,8162016Assets 2018: $3,553,025Liabilities 2018: $0Net Assets 2018: $3,553,0252018Assets 2019: $3,514,248Liabilities 2019: $0Net Assets 2019: $3,514,2482019Assets 2020: $3,403,991Liabilities 2020: $0Net Assets 2020: $3,403,9912020Assets 2021: $3,108,385Liabilities 2021: $0Net Assets 2021: $3,108,3852021Assets 2022: $2,832,965Liabilities 2022: $0Net Assets 2022: $2,832,9652022Assets 2023: $3,509,062Liabilities 2023: $0Net Assets 2023: $3,509,0622023Assets 2024: $3,840,210Liabilities 2024: $0Net Assets 2024: $3,840,2102024

Highlighted filing

2015

Assets$3,856,713
Liabilities$0
Net Assets$3,856,713
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $149,583Expenses 2011: $207,465Net Income 2011: -$57,8822011Revenue 2012: $508,479Expenses 2012: $244,054Net Income 2012: $264,4252012Revenue 2013: $416,906Expenses 2013: $287,833Net Income 2013: $129,0732013Revenue 2014: $322,704Expenses 2014: $324,574Net Income 2014: -$1,8702014Revenue 2015: $277,484Expenses 2015: $298,740Net Income 2015: -$21,2562015Revenue 2016: $211,833Expenses 2016: $214,730Net Income 2016: -$2,8972016Revenue 2018: $333,511Expenses 2018: $364,104Net Income 2018: -$30,5932018Revenue 2019: $224,454Expenses 2019: $304,600Net Income 2019: -$80,1462019Revenue 2020: $267,152Expenses 2020: $383,452Net Income 2020: -$116,3002020Revenue 2021: $89,913Expenses 2021: $385,519Net Income 2021: -$295,6062021Revenue 2022: $184,377Expenses 2022: $459,797Net Income 2022: -$275,4202022Revenue 2023: $1,178,461Expenses 2023: $513,255Net Income 2023: $665,2062023Revenue 2024: $4,138,912Expenses 2024: $443,816Net Income 2024: $3,695,0962024

Highlighted filing

2015

Revenue$277,484
Expenses$298,740
Net Income-$21,256
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE M RANDOLPHTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Sarah Tod Fund Dtd 121454
EIN
13-1963936
In Care Of
% WITHUMSMITHBROWN PC
Phone
2127519100
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018

Signing Officer

Name
Catherine M Randolph
Title
Trustee
Phone
2127519100
Signed
2016-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Michael Stallone CPA
Phone
2127519100
Raw XML Appendix298 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O WSB 1411 BROADWAY 9TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0271545
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0279845
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0288659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08814
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08814
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07640
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0279845
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07640
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016454
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1301
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK OF AMERICA, N.A.: TRUSTEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05550
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016650
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1301
TaxesSchedule/TaxesDetail/Amt01944
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01944
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE M RANDOLPH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARAH TOD FUND DTD 121454
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WITHUMSMITHBROWN PC
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0131963936
ReturnHeader/Filer/InCareOfNm0% WITHUMSMITHBROWN PC
ReturnHeader/Filer/PhoneNum02127519100
ReturnHeader/Filer/USAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02016-05-13T14:17:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,856,713
Liabilities
$0
Net assets
$3,856,713
Revenue
$277,484
Expenses
$298,740
Net income
-$21,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$4.14$0.44$3.70
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$1.18$0.51$0.67
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.18$0.46$0.28
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.09$0.39$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.27$0.38$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.22$0.30$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.33$0.36$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.21$0.21$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.28$0.30$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.32$0.32$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.42$0.29$0.13
2012Summary only. Only limited summary data is available for this year.$3.75$0.00$0.51$0.24$0.26
2011Summary only. Only limited summary data is available for this year.$3.49$0.00$0.15$0.21$0.06