Civic Intelligence

The Scherman Foundation Inc

990PF • Fiscal year 2012 • EIN 13-6098464

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 18, 2013

Organization Profile

View Organization Page

16 East 52nd StreetSuite 60110022
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

88th percentile

$260,797

Higher top officer pay than 88% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Source year 2012

Asset Growth

64th percentile

6.3%

Faster asset growth than 64% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$96,321,768

Up $5,673,807 (+6.3%) from 2011

Net Assets

$96,320,146

No earlier filing loaded for comparison.

Liabilities

Up

$1,622

Up $2 (+0.1%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,702,806

Down $26,341 (-0.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$150M$100M$50M$0Assets 2011: $90,647,961Liabilities 2011: $1,6202011Assets 2012: $96,321,768Liabilities 2012: $1,622Net Assets 2012: $96,320,1462012Assets 2013: $93,933,357Liabilities 2013: $5,155Net Assets 2013: $93,928,2022013Assets 2014: $103,111,728Liabilities 2014: $02014Assets 2015: $100,688,391Liabilities 2015: $02015Assets 2019: $112,217,491Liabilities 2019: $0Net Assets 2019: $112,217,4912019Assets 2020: $108,975,304Liabilities 2020: $0Net Assets 2020: $108,975,3042020Assets 2021: $116,716,306Liabilities 2021: $0Net Assets 2021: $116,716,3062021Assets 2022: $108,635,818Liabilities 2022: $0Net Assets 2022: $108,635,8182022Assets 2023: $107,834,343Liabilities 2023: $12023Assets 2024: $111,698,013Liabilities 2024: $0Net Assets 2024: $111,698,0132024

Highlighted filing

2012

Assets$96,321,768
Liabilities$1,622
Net Assets$96,320,146
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MRevenue 2011: $8,587,555Expenses 2011: $3,729,147Net Income 2011: $4,858,4082011Expenses 2012: $3,702,8062012Revenue 2013: $3,183,886Expenses 2013: $5,575,830Net Income 2013: -$2,391,9442013Revenue 2014: $10,198,612Expenses 2014: $7,111,498Net Income 2014: $3,087,1142014Revenue 2015: $5,405,382Expenses 2015: $7,828,719Net Income 2015: -$2,423,3372015Revenue 2019: $5,785,794Expenses 2019: $6,938,163Net Income 2019: -$1,152,3692019Revenue 2020: $4,104,386Expenses 2020: $7,346,573Net Income 2020: -$3,242,1872020Revenue 2021: $15,385,190Expenses 2021: $7,644,188Net Income 2021: $7,741,0022021Revenue 2022: $1,302,378Expenses 2022: $9,382,866Net Income 2022: -$8,080,4882022Revenue 2023: $8,828,702Expenses 2023: $9,630,177Net Income 2023: -$801,4752023Revenue 2024: $13,319,729Expenses 2024: $9,456,059Net Income 2024: $3,863,6702024

Highlighted filing

2012

Revenue-
Expenses$3,702,806
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 18, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL PRATTPresidentFT$228,685$32,112$260,797
GORDON LITWINDirector-$0--
KAREN R SOLLINSChairperson-$0--
MARCIA THOMPSONDirector-$0--
JOHN J O'NEILDirector-$0--
SUSANNA BERGTOLDSecretary-$0--
HILLARY BROWNDirector-$0--
JOHN WROCLAWSKIDirector-$0--
DAVID R JONESDirector-$0--
MIRIAM BUHLDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT 19UNRESTRICTED CHARITABLE PURPOSESPUBLIC CHARITIESNEW YORK, NY, US$2,394,750
Filing and Contact Details

Filer

EIN
13-6098464
Raw XML AppendixShowing 400 of 959 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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AccountingFeesSchedule/AccountingFees/Category3FINANCIAL STATEMENTS,
AccountingFeesSchedule/AccountingFees/Category4FORM 990PF AND STATE
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DistributionFromCorpusElection/Election0THE SCHERMAN FOUNDATION, INC. HEREBY ELECTS TO TREAT $3,196,835 OF QUALIFYING DISTRIBUTIONS OF THE FOUNDATION FOR THE YEAR ENDED DECEMBER 31, 2012 AS BEING MADE OUT OF CORPUS IN ACCORDANCE WITH REGULATION 53.4942(A) - 3(D) (2).
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue83500000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue94520464
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MUTUAL FUNDS:
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1OAKMARK SELECT FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2BRIDGEWAY BLUE CHIP 35 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3VANGUARD DEVELOPED MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4IVA WORLDWIDE FUND CLASS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7PIMCO TOTAL RETURN INSTITUT.
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5ELLIOTT INTERNATIONAL LIMITED
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8MASON CAPITAL LTD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9SSGA S&P 500 INDEX CTF
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15SMALL CAP FUND LLC
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17COUNTRY FUND LLC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18THE HIGHCLERE INTERNATIONAL
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0228685
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps02394750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss02394750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss06103625
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm0409
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss08187
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01757843
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01008689
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses05673805
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice025785404
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0107
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss022
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps02500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss02500
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss02264205
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome03172142
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps0102287
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm05384
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss0107670
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps0206722
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm010880
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss0217602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0139333
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm06808
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0146141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0-105539
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0166574
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0373504
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblPrps059286
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm03120
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnss062406
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps026387
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm012732
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss077778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps03196835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0252605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03702806
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome03424747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses09376611
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0802085
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0252605
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01308056
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps013780
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm0725
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss014505
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip0119912
IRS990PF/BalanceSheets/CashBOY0135317
IRS990PF/BalanceSheets/CashEOY0118246
IRS990PF/BalanceSheets/CashEOYFMV0118246
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY016976843
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY035242178
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY044936795
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV047767770
IRS990PF/BalanceSheets/InvestmentsOtherBOY037004760
IRS990PF/BalanceSheets/InvestmentsOtherEOY050627966
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV060095777
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis0142694
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY029334
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY022782
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV022782
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY012664
IRS990PF/BalanceSheets/OtherAssetsEOY012664
IRS990PF/BalanceSheets/OtherAssetsEOYFMV012664
IRS990PF/BalanceSheets/OtherLiabilitiesBOY01620
IRS990PF/BalanceSheets/OtherLiabilitiesEOY01622
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01246865
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0603315
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0603315
IRS990PF/BalanceSheets/TotalAssetsBOY090647961
IRS990PF/BalanceSheets/TotalAssetsEOY096321768
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0108620554
IRS990PF/BalanceSheets/TotalLiabilitiesBOY01620
IRS990PF/BalanceSheets/TotalLiabilitiesEOY01622
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY090647961
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY096321768
IRS990PF/BalanceSheets/TotalNetAssetsBOY090646341
IRS990PF/BalanceSheets/TotalNetAssetsEOY096320146
IRS990PF/BalanceSheets/UnrestrictedBOY090646341
IRS990PF/BalanceSheets/UnrestrictedEOY096320146
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01772336

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,321,768
Liabilities
$1,622
Net assets
$96,320,146
Revenue
-
Expenses
$3,702,806
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$112$0.00$112$13.3$9.46$3.86
2023Summary only. Only limited summary data is available for this year.$108$0.00$8.83$9.63$0.80
2022Detailed filing. Detailed filing data is available for this year.$109$0.00$109$1.30$9.38$8.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$0.00$117$15.4$7.64$7.74
2020Detailed filing. Detailed filing data is available for this year.$109$0.00$109$4.10$7.35$3.24
2019Detailed filing. Detailed filing data is available for this year.$112$0.00$112$5.79$6.94$1.15
2015Summary only. Only limited summary data is available for this year.$101$0.00$5.41$7.83$2.42
2014Summary only. Only limited summary data is available for this year.$103$0.00$10.2$7.11$3.09
2013Detailed filing. Detailed filing data is available for this year.$93.9$0.01$93.9$3.18$5.58$2.39
2012Detailed filing. Detailed filing data is available for this year.$96.3$0.00$96.3$3.70
2011Summary only. Only limited summary data is available for this year.$90.6$0.00$8.59$3.73$4.86