Civic Intelligence

David N Judelson Family Charitable Trust

990PF • Fiscal year 2015 • EIN 13-6264357

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

One Sutton Place SouthNew York, NY 10022

(212) 759-3710

Siviq Scores

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

Liabilities / Assets

54th percentile

0.06x

Higher debt load relative to assets than 54% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

35.14x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-354%

Higher net margin than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

69th percentile

5.6%

Faster asset growth than 69% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,006,885

Up $53,787 (+5.6%) from 2014

Net Assets

Down

$945,183

Down $6,213 (-0.7%) from 2014

Liabilities

Up

$61,702

Up $60,000 (+3525%) from 2014

Revenue

Down

$1,756

Down $67,181 (-97%) from 2014

Expenses

Down

$7,969

Down $61,473 (-89%) from 2014

Net Income

Down

-$6,213

Down $5,708 (-1130%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $956,953Liabilities 2011: $1,7022011Assets 2012: $957,331Liabilities 2012: $1,702Net Assets 2012: $955,6292012Assets 2013: $953,603Liabilities 2013: $1,702Net Assets 2013: $951,9012013Assets 2014: $953,098Liabilities 2014: $1,702Net Assets 2014: $951,3962014Assets 2015: $1,006,885Liabilities 2015: $61,702Net Assets 2015: $945,1832015Assets 2016: $947,015Liabilities 2016: $61,702Net Assets 2016: $885,3132016Assets 2017: $878,174Liabilities 2017: $84,338Net Assets 2017: $793,8362017Assets 2018: $932,737Liabilities 2018: $214,959Net Assets 2018: $717,7782018Assets 2019: $997,100Liabilities 2019: $364,957Net Assets 2019: $632,1432019Assets 2020: $956,241Liabilities 2020: $384,957Net Assets 2020: $571,2842020Assets 2021: $958,225Liabilities 2021: $461,700Net Assets 2021: $496,5252021Assets 2022: $4,983,359Liabilities 2022: $286,700Net Assets 2022: $4,696,6592022Assets 2023: $4,854,710Liabilities 2023: $286,550Net Assets 2023: $4,568,1602023Assets 2024: $8,404,902Liabilities 2024: $1,550Net Assets 2024: $8,403,3522024

Highlighted filing

2015

Assets$1,006,885
Liabilities$61,702
Net Assets$945,183

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $55,953Expenses 2011: $57,419Net Income 2011: -$1,4662011Expenses 2012: $57,5112012Revenue 2013: $64,037Expenses 2013: $67,765Net Income 2013: -$3,7282013Revenue 2014: $68,937Expenses 2014: $69,442Net Income 2014: -$5052014Revenue 2015: $1,756Expenses 2015: $7,969Net Income 2015: -$6,2132015Revenue 2016: $2,632Expenses 2016: $62,502Net Income 2016: -$59,8702016Revenue 2017: -$26,839Expenses 2017: $63,918Net Income 2017: -$90,7572017Revenue 2018: $3Expenses 2018: $76,021Net Income 2018: -$76,0182018Revenue 2019: $3Expenses 2019: $85,638Net Income 2019: -$85,6352019Revenue 2020: $0Expenses 2020: $60,859Net Income 2020: -$60,8592020Revenue 2021: $0Expenses 2021: $74,759Net Income 2021: -$74,7592021Revenue 2022: $4,364,256Expenses 2022: $164,122Net Income 2022: $4,200,1342022Revenue 2023: $0Expenses 2023: $128,499Net Income 2023: -$128,4992023Revenue 2024: $4,600,195Expenses 2024: $643,164Net Income 2024: $3,957,0312024

Highlighted filing

2015

Revenue$1,756
Expenses$7,969
Net Income-$6,213
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID N JUDELSONTrustee-$0--
PAUL JUDELSONTrustee-$0--
JEANEANE QUINNTrustee-$0--
ROY JUDELSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David N Judelson Family Charitable Trust
EIN
13-6264357
Phone
2127593710
Address
ONE SUTTON PLACE SOUTH, NEW YORK, NY 10022

Signing Officer

Name
David N Judelson
Title
Trustee
Signed
2016-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Kelson & Merves CPAs LLC
Address
4501 Rt 9 North/ PO Box 563, Howell, NJ 07731-0563
Preparer
Gary S Merves
Phone
7323642212
Raw XML Appendix239 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0077310563
ReturnHeader/PreparerPersonGrp/PhoneNum07323642212
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY S MERVES
ReturnHeader/ReturnTs02016-08-15T06:47:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$4.60$0.64$3.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.29$4.57$0.00$0.13$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.29$4.70$4.36$0.16$4.20
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.46$0.50$0.00$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.38$0.57$0.00$0.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.36$0.63$0.00$0.09$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.21$0.72$0.00$0.08$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.08$0.79$0.03$0.06$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.06$0.89$0.00$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.06$0.95$0.00$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.07$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.06$0.06$0.00