Civic Intelligence

Charitable Trust Uwo Elizabeth K Dollard

990PF • Fiscal year 2013 • EIN 13-3496754

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 24, 2014

Organization Profile
Fried Frank Harris Shriver JacONE NEW YORK PLAZA SuiteNew York, NY 10004

(212) 859-8070

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

6th percentile

-93%

Higher net margin than 6% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

35th percentile

$8,270

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

25th percentile

-2.5%

Faster asset growth than 25% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

30th percentile

-3.1%

Faster revenue growth than 30% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$6,892,181

Down $177,330 (-2.5%) from 2012

Net Assets

$6,892,181

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin6th percentile

Revenue

Down

$190,790

Down $6,190 (-3.1%) from 2012

Expenses

Up

$368,120

Up $42,735 (+13%) from 2012

Net Income

Down

-$177,330

Down $48,925 (-38%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,197,916Liabilities 2011: $02011Assets 2012: $7,069,511Liabilities 2012: $02012Assets 2013: $6,892,181Liabilities 2013: $0Net Assets 2013: $6,892,1812013Assets 2014: $6,620,777Liabilities 2014: $1Net Assets 2014: $6,620,7772014Assets 2015: $6,332,635Liabilities 2015: $0Net Assets 2015: $6,332,6352015Assets 2016: $6,358,231Liabilities 2016: $0Net Assets 2016: $6,358,2312016Assets 2017: $6,098,186Liabilities 2017: $0Net Assets 2017: $6,098,1862017Assets 2019: $5,660,126Liabilities 2019: $02019Assets 2020: $5,386,913Liabilities 2020: $1Net Assets 2020: $5,386,9132020Assets 2021: $5,173,458Liabilities 2021: $1Net Assets 2021: $5,173,4582021Assets 2022: $4,823,942Liabilities 2022: $12022Assets 2023: $4,597,654Liabilities 2023: $12023

Highlighted filing

2013

Assets$6,892,181
Liabilities$0
Net Assets$6,892,181
Open 2013 Filing

Operations Trend

Revenue Growth30th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $141,417Expenses 2011: $133,535Net Income 2011: $7,8822011Revenue 2012: $196,980Expenses 2012: $325,385Net Income 2012: -$128,4052012Revenue 2013: $190,790Expenses 2013: $368,120Net Income 2013: -$177,3302013Revenue 2014: $228,413Expenses 2014: $499,817Net Income 2014: -$271,4042014Revenue 2015: $223,749Expenses 2015: $511,891Net Income 2015: -$288,1422015Revenue 2016: $533,524Expenses 2016: $510,552Net Income 2016: $22,9722016Revenue 2017: $179,723Expenses 2017: $497,891Net Income 2017: -$318,1682017Revenue 2019: $294,536Expenses 2019: $526,212Net Income 2019: -$231,6762019Revenue 2020: $251,486Expenses 2020: $524,699Net Income 2020: -$273,2132020Revenue 2021: $284,936Expenses 2021: $498,391Net Income 2021: -$213,4552021Revenue 2022: $256,473Expenses 2022: $605,989Net Income 2022: -$349,5162022Revenue 2023: $322,111Expenses 2023: $548,399Net Income 2023: -$226,2882023

Highlighted filing

2013

Revenue$190,790
Expenses$368,120
Net Income-$177,330
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 24, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK LUBCHERTrustee-$8,270-$8,270
STUART C YUDOFSKYTrustee-$6,203-$6,203
JEFFREY M PINESTrustee-$6,203-$6,203
Filing and Contact Details

Filer

EIN
13-3496754
In Care Of
% FLUBCHER FRIED FRANK ET AL
Phone
2128598070

Signing Officer

Name
Frederick Lubcher
Title
Trustee
Phone
2128598070
Signed
2014-04-24
Discuss with paid preparer
Yes

Preparer

Preparer
Steven Stern
Phone
2128198000
Raw XML Appendix335 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03638
AccountingFeesSchedule/AccountingFeesDetail/Amt13638
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PREPARATION OF FORM 990PF
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1BOOKKEEPING & OTHER ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2SERVICES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FREDERICK LUBCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STUART C YUDOFSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEFFREY M PINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10C/O FRIED FRANK ET AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11C/O UNIVERSITY OF CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12395 RIVERSIDE DRIVE
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NY
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10FLUBCHER FRIED FRANK ET AL
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128598070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0138500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12AMERICAN PSYCHIATRIC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NO RELATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NO RELATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10116th STREET BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121000 WILSON BOULEVARD STE 1825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Durham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode010027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode127708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode222209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0338500
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/AppliedToCurrentYearAmt015836
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0337025
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0482490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0352861
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0466654
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0337025
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BAC CLIRN RICIGLER FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0112400
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CUSTODY AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PUBLIC INSPECTION ADVERTSMNT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0268
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1268
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt379
TaxesSchedule/TaxesDetail/Amt0936
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD ON DIVS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0936
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK LUBCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02128598070
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHARITABLE TRUST UWO ELIZABETH K DOLLARD
ReturnHeader/Filer/BusinessNameControlTxt0DOLL
ReturnHeader/Filer/EIN0133496754
ReturnHeader/Filer/InCareOfNm0% FLUBCHER FRIED FRANK ET AL
ReturnHeader/Filer/PhoneNum02128598070
ReturnHeader/Filer/USAddress/AddressLine10FRIED FRANK HARRIS SHRIVER JAC
ReturnHeader/Filer/USAddress/AddressLine20ONE NEW YORK PLAZA Suite
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HECHT AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10350 5TH AVENUE - 68TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0101180110
ReturnHeader/PreparerPersonGrp/PhoneNum02128198000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN STERN
ReturnHeader/ReturnTs02014-05-08T16:03:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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
$6,892,181
Liabilities
$0
Net assets
$6,892,181
Revenue
$190,790
Expenses
$368,120
Net income
-$177,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$4.60$0.00$0.32$0.55$0.23
2022Detailed filing. Detailed filing data is available for this year.$4.82$0.00$0.26$0.61$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$0.28$0.50$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$0.00$5.39$0.25$0.52$0.27
2019Summary only. Only limited summary data is available for this year.$5.66$0.00$0.29$0.53$0.23
2017Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.18$0.50$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$0.00$6.36$0.53$0.51$0.02
2015Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.22$0.51$0.29
2014Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.23$0.50$0.27
2013Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.19$0.37$0.18
2012Summary only. Only limited summary data is available for this year.$7.07$0.00$0.20$0.33$0.13
2011Summary only. Only limited summary data is available for this year.$7.20$0.00$0.14$0.13$0.01