Civic Intelligence

Trust Uwo Irma T Hirschl Charitable Trust P60307009

EIN 13-6356381 • New York, NY

260 Madison AveNew York, NY 10016
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Net Margin

1st percentile

-1143%

Higher net margin than 1% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$53,407

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

$25M-$50M nonprofits • Source year 2019

Asset Growth

10th percentile

-7.4%

Faster asset growth than 10% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-82%

Faster revenue growth than 1% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Down

$29,233,991

Down $2,342,407 (-7.4%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$204,878

Down $940,053 (-82%) from 2022

Expenses

Down

$2,545,694

Down $347,127 (-12%) from 2022

Net Income

Down

-$2,340,816

Down $592,926 (-34%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $36,849,327Liabilities 2011: $02011Assets 2012: $37,308,341Liabilities 2012: $02012Assets 2013: $36,720,264Liabilities 2013: $02013Assets 2014: $36,992,766Liabilities 2014: $02014Assets 2015: $37,326,291Liabilities 2015: $02015Assets 2019: $34,162,229Liabilities 2019: $0Net Assets 2019: $34,162,2292019Assets 2020: $35,325,922Liabilities 2020: $0Net Assets 2020: $35,325,9222020Assets 2021: $33,279,438Liabilities 2021: $12021Assets 2022: $31,576,398Liabilities 2022: $0Net Assets 2022: $31,576,3982022Assets 2023: $29,233,991Liabilities 2023: $12023

Highlighted filing

2023

Assets$29,233,991
Liabilities$1
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $1,532,140Expenses 2011: $2,026,062Net Income 2011: -$493,9222011Revenue 2012: $2,630,097Expenses 2012: $2,168,618Net Income 2012: $461,4792012Revenue 2013: $1,793,546Expenses 2013: $2,374,223Net Income 2013: -$580,6772013Revenue 2014: $3,881,501Expenses 2014: $3,565,274Net Income 2014: $316,2272014Revenue 2015: $2,676,778Expenses 2015: $2,085,930Net Income 2015: $590,8482015Revenue 2019: $3,389,714Expenses 2019: $3,120,299Net Income 2019: $269,4152019Revenue 2020: $3,081,334Expenses 2020: $2,495,934Net Income 2020: $585,4002020Revenue 2021: $1,085,918Expenses 2021: $3,168,036Net Income 2021: -$2,082,1182021Revenue 2022: $1,144,931Expenses 2022: $2,892,821Net Income 2022: -$1,747,8902022Revenue 2023: $204,878Expenses 2023: $2,545,694Net Income 2023: -$2,340,8162023

Highlighted filing

2023

Revenue$204,878
Expenses$2,545,694
Net Income-$2,340,816

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEO L SCHMOLKATrustee-$53,407-$53,407
Stephen E JacobsTrustee-$28,399-$28,399
Robert Todd LangTrustee-$8,209-$8,209
Filing and Contact Details

Filer

Filer Name
Trust Uwo Irma T Hirschl Charitable Trust
EIN
13-6356381
In Care Of
% MCLAUGHLIN & STERN LLP
Phone
2124480066
Address
260 MADISON AVE, NEW YORK, NY 10016

Signing Officer

Name
Stephen E Jacobs
Title
Trustee
Phone
2124550422
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVENUE SOUTH, ISELIN, NJ 08830
Preparer
Michael Sales
Phone
7325164200
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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/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0260 MADISON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010016
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MCLAUGHLIN & STERN LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124550422
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02716000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To promote the work of the organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See attached list of organizations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02716000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02346524
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02346524
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027419
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0457655
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0430236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027419
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02776760
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0430236
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0457655
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027419
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0593201
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13226
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN STOCK BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ADJUSTMENTS FOR AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01632
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01632
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ordinary income - AMERIGAS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1class action settlement
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04059
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-14426
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14059
OtherIncreasesSchedule/OtherIncreasesDetail/Amt070000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECOVERY OF PRIOR YEAR GRANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0289218
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0289218
TaxesSchedule/TaxesDetail/Amt022684
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt022684
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN E JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124550422
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UWO IRMA T HIRSCHL CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0P60307009
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0136356381
ReturnHeader/Filer/InCareOfNm0% MCLAUGHLIN & STERN LLP
ReturnHeader/Filer/PhoneNum02124480066
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 MADISON AVE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010016
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0751FB705F3FA9FAEBC58E398C5C16F1B9A4D4551
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037B92DE6E8F5A49A41BBAC03ED8AE7138F59821D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026308520203185000021
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.18.13.11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVENUE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07325164200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL SALES
ReturnHeader/ReturnTs02020-11-13T07:34:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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