Civic Intelligence

Susan Lattner Hollenbeck Charitable Trus

990PF • Fiscal year 2013 • EIN 13-3630830

Oct 01, 2012 to Sep 30, 2013 • Filed on Nov 11, 2013

198 Northeast Sixth AvenueE Greenwich, RI 33483
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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

65th percentile

8.5%

Faster asset growth than 65% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$399,610

Up $31,170 (+8.5%) from 2012

Net Assets

Up

$399,610

Up $31,170 (+8.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$67,603

No earlier filing loaded for comparison.

Expenses

Up

$36,433

Up $24,371 (+202%) from 2012

Net Income

$31,170

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $464,995Liabilities 2010: $0Net Assets 2010: $464,9952010Assets 2011: $348,279Liabilities 2011: $0Net Assets 2011: $348,2792011Assets 2012: $368,440Liabilities 2012: $0Net Assets 2012: $368,4402012Assets 2013: $399,610Liabilities 2013: $0Net Assets 2013: $399,6102013Assets 2014: $387,494Liabilities 2014: $02014Assets 2015: $400,324Liabilities 2015: $0Net Assets 2015: $400,3242015Assets 2016: $345,497Liabilities 2016: $0Net Assets 2016: $345,4972016Assets 2017: $324,602Liabilities 2017: $0Net Assets 2017: $324,6022017Assets 2018: $355,085Liabilities 2018: $0Net Assets 2018: $355,0852018Assets 2019: $342,906Liabilities 2019: $0Net Assets 2019: $342,9062019Assets 2020: $682,236Liabilities 2020: $0Net Assets 2020: $682,2362020Assets 2021: $632,763Liabilities 2021: $0Net Assets 2021: $632,7632021Assets 2022: $586,172Liabilities 2022: $0Net Assets 2022: $586,1722022Assets 2023: $2,640,889Liabilities 2023: $0Net Assets 2023: $2,640,8892023Assets 2024: $3,531,836Liabilities 2024: $13,243Net Assets 2024: $3,518,5932024

Highlighted filing

2013

Assets$399,610
Liabilities$0
Net Assets$399,610

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $41,1082010Expenses 2011: $138,3642011Expenses 2012: $12,0622012Revenue 2013: $67,603Expenses 2013: $36,433Net Income 2013: $31,1702013Revenue 2014: $24,787Expenses 2014: $36,903Net Income 2014: -$12,1162014Revenue 2015: $66,145Expenses 2015: $53,315Net Income 2015: $12,8302015Revenue 2016: $27,603Expenses 2016: $82,430Net Income 2016: -$54,8272016Revenue 2017: $29,068Expenses 2017: $49,963Net Income 2017: -$20,8952017Revenue 2018: $94,828Expenses 2018: $64,345Net Income 2018: $30,4832018Revenue 2019: $41,423Expenses 2019: $53,602Net Income 2019: -$12,1792019Revenue 2020: $619,592Expenses 2020: $280,262Net Income 2020: $339,3302020Revenue 2021: $16,174Expenses 2021: $65,647Net Income 2021: -$49,4732021Revenue 2022: $18,889Expenses 2022: $65,480Net Income 2022: -$46,5912022Revenue 2023: $2,137,448Expenses 2023: $82,731Net Income 2023: $2,054,7172023Revenue 2024: $54,824Expenses 2024: $2,974Net Income 2024: $51,8502024

Highlighted filing

2013

Revenue$67,603
Expenses$36,433
Net Income$31,170
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Nov 11, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN L LLOYDTrustee-$0--
DAVID LLOYDDirector-$0--
DOUGLAS W HOLLENBECKDirector-$0--
DAVID W HOLLENBECKDirector-$0--
DREW HOLLENBECKDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPHILADELPHIA MUSEUM OF ARTARTS/HUMANITIES501(C)3PHILADELPHIA, PA, US$10,000
Paid GrantSHELBURNE MUSEUMARTS/HUMANITIES501(C)3SHELBURNE, VT, US$10,000
Paid GrantBOYS & GIRLS CLUB OF PALM EACH COUNTYHEALTH & SOC. SVCS.501(C)3WEST PALM BEACH, FL, US$10,000
Paid GrantFLORIDA COALITION FOR PRESERVATIONENVIRONMENT501(C)3DELRAY BEACH, FL, US$1,000
Filing and Contact Details

Filer

EIN
13-3630830
Raw XML Appendix388 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/PersonName4DREW HOLLENBECK
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2ARTS/HUMANITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3HEALTH & SOC. SVCS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FLORIDA COALITION FOR PRESERVATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11PHILADELPHIA MUSEUM OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SHELBURNE MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13BOYS & GIRLS CLUB OF PALM EACH COUNTY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)3
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 7646
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 10
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13800 NORTHPOINTE PKWY STE 204
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DELRAY BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SHELBURNE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WEST PALM BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3FL
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IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted043219
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40163068
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5067109
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus012219
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY012219
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0251549
IRS990PF/UndistributedIncome/ExcessFromYear2088481
IRS990PF/UndistributedIncome/ExcessFromYear40163068
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
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IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
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IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0125
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03043
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03043
TaxesSchedule/Taxes/Amount0545
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0133630830
ReturnHeader/Filer/Name/BusinessNameLine10SUSAN L HOLLENBECK CHARITABLE TRUST
ReturnHeader/Filer/NameControl0SUSA
ReturnHeader/Filer/Phone05612669494
ReturnHeader/Filer/USAddress/AddressLine10198 NORTHEAST SIXTH AVENUE
ReturnHeader/Filer/USAddress/City0DELRAY BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033483
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-11
ReturnHeader/Officer/Name0SUSAN L LLOYD
ReturnHeader/Officer/Phone05612669494
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-11-11
ReturnHeader/PreparerFirm/EIN0591498196
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SMITH GRAHAM & ELLINGSWORTH PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1096 NE FOURTH AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DELRAY BEACH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033483
ReturnHeader/Preparer/Name0THOMAS A SMITH CPA
ReturnHeader/Preparer/Phone05612767468
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-19T14:51:45-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.01$3.52$0.05$0.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$2.14$0.08$2.05
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.02$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.62$0.28$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.04$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.07$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.02$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.07$0.04$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.14
2010Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.04