Civic Intelligence

David & Sadie Traum Foundation Inc.

990PF • Fiscal year 2018 • EIN 13-6164157

Nov 01, 2017 to Oct 31, 2018 • Filed on Sep 16, 2019

C/O M Booth 241 Central Park W 13CNew York, NY 10024-4545

(212) 481-7000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Down

$8,681

Down $3,054 (-26%) from 2016

Net Assets

Down

$8,681

Down $3,054 (-26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$5,605

Up $2,982 (+114%) from 2016

Expenses

Up

$5,000

Up $4,137 (+479%) from 2016

Net Income

Down

$605

Down $1,155 (-66%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $10,181Liabilities 2011: $02011Assets 2012: $10,192Liabilities 2012: $0Net Assets 2012: $10,1922012Assets 2013: $9,285Liabilities 2013: $02013Assets 2014: $9,842Liabilities 2014: $0Net Assets 2014: $9,8422014Assets 2015: $9,975Liabilities 2015: $0Net Assets 2015: $9,9752015Assets 2016: $11,735Liabilities 2016: $0Net Assets 2016: $11,7352016Assets 2018: $8,681Liabilities 2018: $0Net Assets 2018: $8,6812018Assets 2019: $94,007Liabilities 2019: $0Net Assets 2019: $94,0072019Assets 2020: $157,580Liabilities 2020: $0Net Assets 2020: $157,5802020Assets 2021: $195,848Liabilities 2021: $0Net Assets 2021: $195,8482021Assets 2022: $291,582Liabilities 2022: $0Net Assets 2022: $291,5822022Assets 2023: $212,041Liabilities 2023: $0Net Assets 2023: $212,0412023Assets 2024: $200,737Liabilities 2024: $0Net Assets 2024: $200,7372024

Highlighted filing

2018

Assets$8,681
Liabilities$0
Net Assets$8,681

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $1,467Expenses 2011: $2,374Net Income 2011: -$9072011Expenses 2012: $1,5422012Revenue 2013: $10,402Expenses 2013: $11,309Net Income 2013: -$9072013Revenue 2014: $1,596Expenses 2014: $1,039Net Income 2014: $5572014Revenue 2015: $5,937Expenses 2015: $5,804Net Income 2015: $1332015Revenue 2016: $2,623Expenses 2016: $863Net Income 2016: $1,7602016Revenue 2018: $5,605Expenses 2018: $5,000Net Income 2018: $6052018Revenue 2019: $104,047Expenses 2019: $18,721Net Income 2019: $85,3262019Revenue 2020: $83,497Expenses 2020: $19,924Net Income 2020: $63,5732020Revenue 2021: $42,506Expenses 2021: $4,238Net Income 2021: $38,2682021Revenue 2022: $158,234Expenses 2022: $62,500Net Income 2022: $95,7342022Revenue 2023: $10,264Expenses 2023: $89,805Net Income 2023: -$79,5412023Revenue 2024: $17,353Expenses 2024: $28,657Net Income 2024: -$11,3042024

Highlighted filing

2018

Revenue$5,605
Expenses$5,000
Net Income$605
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Sep 16, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET BOOTHPres & Director-$0--
JANE BOOTHVice Pres & Director-$0--
MARVIN SCHECTERTreas & Director-$0--
THOMAS SECHRISTSec & Director-$0--
Filing and Contact Details

Filer

Filer Name
David & Sadie Traum Foundation Inc
EIN
13-6164157
Phone
2124817000
Address
C/O M BOOTH 241 CENTRAL PARK W 13C, NEW YORK, NY 10024-4545

Signing Officer

Name
Margaret Booth
Title
President
Phone
2124817000
Signed
2019-09-16

Preparer

Firm
Billet Feit & Preis Pc
Address
42 BROADWAY SUITE 1815, NEW YORK, NY 10004
Preparer
Elihu D Baer
Phone
2124253300
Raw XML Appendix305 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/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL CENTER FOR LEARNING DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O FOUNDATION 241 CENTRAL PARK W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02561
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02645
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09432
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04348
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02645
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02439
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09432
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06993
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET BOOTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02124817000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID & SADIE TRAUM FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0136164157
ReturnHeader/Filer/PhoneNum02124817000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O M BOOTH 241 CENTRAL PARK W 13C
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100244545
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0262A5F787B32E309468E8803F52FC996F95AB226
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB8BD5A88D4BA927D2DA994192B6818756100B67
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.101.14.123
ReturnHeader/FilingSecurityInformation/IPDt02019-09-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:47:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132839033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BILLET FEIT & PREIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042 BROADWAY SUITE 1815
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02124253300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIHU D BAER
ReturnHeader/ReturnTs02019-09-16T07:47:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

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.$2.01$0.00$2.01$0.17$0.29$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.10$0.90$0.80
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$1.58$0.63$0.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.43$0.04$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.83$0.20$0.64
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.04$0.19$0.85
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.03$0.01$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.02$0.01$0.01
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$0.10$0.11$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.02
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.01$0.02$0.01
Peer Organizations

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