Civic Intelligence

Equity-Lort Subsidiary Rights Trust Fund II

990EZ • Fiscal year 2015 • EIN 13-3854497

Sep 01, 2014 to Aug 31, 2015 • Filed on Dec 08, 2015

Organization ProfileN/A

View Organization Page

1560 Broadway 15th FloorNew York, NY 10036

(212) 869-8530

Siviq Scores

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

Liabilities / Assets

86th percentile

0.26x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

972.65x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-154458%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

23rd percentile

-13%

Faster asset growth than 23% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$149,610

Down $22,877 (-13%) from 2014

Net Assets

Down

$110,704

Down $61,783 (-36%) from 2014

Liabilities

Up

$38,906

Up $38,906 from 2014

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$40

Up $7 (+21%) from 2014

Expenses

Up

$61,823

Up $56,287 (+1017%) from 2014

Net Income

Down

-$61,783

Down $56,280 (-1023%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$300K$200K$100K$0Assets 2011: $215,481Liabilities 2011: $259Net Assets 2011: $215,2222011Assets 2012: $186,647Liabilities 2012: $24Net Assets 2012: $186,6232012Assets 2013: $178,004Liabilities 2013: $14Net Assets 2013: $177,9902013Assets 2014: $172,487Liabilities 2014: $0Net Assets 2014: $172,4872014Assets 2015: $149,610Liabilities 2015: $38,906Net Assets 2015: $110,7042015Assets 2016: $83,643Liabilities 2016: $5,197Net Assets 2016: $78,4462016Assets 2017: $50,022Liabilities 2017: $0Net Assets 2017: $50,0222017Assets 2018: $285,946Liabilities 2018: $0Net Assets 2018: $285,9462018Assets 2019: $273,692Liabilities 2019: $420Net Assets 2019: $273,2722019Assets 2020: $259,627Liabilities 2020: $0Net Assets 2020: $259,6272020Assets 2021: $244,818Liabilities 2021: $0Net Assets 2021: $244,8182021Assets 2022: $231,448Liabilities 2022: $0Net Assets 2022: $231,4482022Assets 2023: $214,792Liabilities 2023: $0Net Assets 2023: $214,7922023

Highlighted filing

2015

Assets$149,610
Liabilities$38,906
Net Assets$110,704
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $59Expenses 2011: $43,255Net Income 2011: -$43,1962011Revenue 2012: $44Expenses 2012: $28,643Net Income 2012: -$28,5992012Revenue 2013: $40Expenses 2013: $8,673Net Income 2013: -$8,6332013Revenue 2014: $33Expenses 2014: $5,536Net Income 2014: -$5,5032014Revenue 2015: $40Expenses 2015: $61,823Net Income 2015: -$61,7832015Revenue 2016: $44Expenses 2016: $32,302Net Income 2016: -$32,2582016Revenue 2017: $37Expenses 2017: $28,461Net Income 2017: -$28,4242017Revenue 2018: $248,074Expenses 2018: $12,150Net Income 2018: $235,9242018Revenue 2019: $605Expenses 2019: $13,279Net Income 2019: -$12,6742019Revenue 2020: $142Expenses 2020: $13,787Net Income 2020: -$13,6452020Revenue 2021: $38Expenses 2021: $14,847Net Income 2021: -$14,8092021Revenue 2022: $31Expenses 2022: $13,401Net Income 2022: -$13,3702022Revenue 2023: $2,531Expenses 2023: $19,187Net Income 2023: -$16,6562023

Highlighted filing

2015

Revenue$40
Expenses$61,823
Net Income-$61,783
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Dec 8, 2015
Return Version
2014v5.0
Gross Receipts
$40
Mission and Program Overview

Mission

To provide subsidiary benefits to various members of the actors equity union.

To provide subsidiary benefits to various members of the actors equity union. See attached financial statements for details.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUBSIDIARY BENEFITS TO VARIOUS MEMBERS OF THE ACTORS EQUITY UNION.$0$9,420
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE DIPAOLATrustee-$0--
HARRY WEINTRAUBTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Equity-lort Subsidiary Rights Trust Fund Ii
EIN
13-3854497
Phone
2128698530
Address
1560 BROADWAY 15TH FLOOR, NEW YORK, NY 10036

Signing Officer

Name
Beverly Ann Sloan
Title
Administrator
Phone
2128698530
Signed
2015-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Bass & Lemer Llp
Address
836 HEMPSTEAD AVENUE, WEST HEMPSTEAD, NY 11552
Preparer
Shelby Goldgrab
Phone
5164859600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: bank accounts. Amount: 40.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance and office expense. Amount: 2,754. Description: subsidiary rights buy-out. Amount: 9,420. Description: payroll taxes. Amount: 749. Total to form 990-ez, line 16: 12,923.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: prepaid expenses. Beg. Of year amount: 0. End of year amount: 1,969.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accrued professional fees. Beg. Of year amount: 0. End of year amount: 38,906.”

Raw XML Appendix105 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BEVERLY ANN SLOAN ADMINISTRATOR
IRS990EZ/BooksInCareOfDetail/PhoneNum02128698530
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01560 BROADWAY 15TH FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0172487
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0147641
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-61783
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt047161
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0172487
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0149610
IRS990EZ/GrossReceiptsAmt040
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt040
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0172487
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110704
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0172487
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110704
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE DIPAOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HARRY WEINTRAUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01969
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012923
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUBSIDIARY BENEFITS TO VARIOUS MEMBERS OF THE ACTORS EQUITY UNION. SEE ATTACHED FINANCIAL STATEMENTS FOR DETAILS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUBSIDIARY BENEFITS TO VARIOUS MEMBERS OF THE ACTORS EQUITY UNION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09420
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt01739
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt038906
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt061823
IRS990EZ/TotalProgramServiceExpensesAmt09420
IRS990EZ/TotalRevenueAmt040
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK ACCOUNTS. AMOUNT: 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE AND OFFICE EXPENSE. AMOUNT: 2,754. DESCRIPTION: SUBSIDIARY RIGHTS BUY-OUT. AMOUNT: 9,420. DESCRIPTION: PAYROLL TAXES. AMOUNT: 749. TOTAL TO FORM 990-EZ, LINE 16: 12,923.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,969.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCRUED PROFESSIONAL FEES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 38,906.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY ANN SLOAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02128698530
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EQUITY-LORT SUBSIDIARY RIGHTS TRUST FUND II
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0133854497
ReturnHeader/Filer/PhoneNum02128698530
ReturnHeader/Filer/USAddress/AddressLine1Txt01560 BROADWAY 15TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131938264
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BASS & LEMER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0836 HEMPSTEAD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST HEMPSTEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011552
ReturnHeader/PreparerPersonGrp/PhoneNum05164859600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELBY GOLDGRAB
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-12-08T14:00:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$149,610
Liabilities
$38,906
Net assets
$110,704
Revenue
$40
Expenses
$61,823
Net income
-$61,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.03$0.19$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.00$0.13$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.00$0.15$0.15
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.60$0.00$2.60$0.00$0.14$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.73$0.01$0.13$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$2.48$0.12$2.36
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.00$0.28$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.05$0.78$0.00$0.32$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.39$1.11$0.00$0.62$0.62
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.72$0.00$1.72$0.00$0.06$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$0.00$0.09$0.09
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.00$0.29$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$0.00$0.43$0.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)17 • <$500k nonprofits