Civic Intelligence

Charitable & Educational Trust Ua 7Th of W/O Georges Lurcy Deceased

990PF • Fiscal year 2022 • EIN 13-6372044

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 25, 2022

CO D Bernstein-1633 Broadway 32New York, NY 10019

(212) 660-3000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

51st percentile

6.6%

Higher net margin than 51% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

28th percentile

$32,262

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

56th percentile

1.4%

Faster asset growth than 56% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

43%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Up

$16,905,079

Up $231,325 (+1.4%) from 2021

Net Assets

Up

$16,905,079

Up $231,325 (+1.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$3,492,706

Up $1,048,196 (+43%) from 2021

Expenses

Up

$3,261,381

Up $1,600,436 (+96%) from 2021

Net Income

Down

$231,325

Down $552,240 (-70%) from 2021

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2012: $21,843,032Liabilities 2012: $02012Assets 2013: $22,155,548Liabilities 2013: $02013Assets 2014: $23,115,389Liabilities 2014: $02014Assets 2015: $24,153,914Liabilities 2015: $02015Assets 2016: $23,557,423Liabilities 2016: $02016Assets 2020: $15,890,189Liabilities 2020: $02020Assets 2021: $16,673,754Liabilities 2021: $0Net Assets 2021: $16,673,7542021Assets 2022: $16,905,079Liabilities 2022: $0Net Assets 2022: $16,905,0792022Assets 2023: $15,982,058Liabilities 2023: $0Net Assets 2023: $15,982,0582023Assets 2024: $16,379,766Liabilities 2024: $0Net Assets 2024: $16,379,7662024

Highlighted filing

2022

Assets$16,905,079
Liabilities$0
Net Assets$16,905,079

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2012: $1,484,724Expenses 2012: $1,457,875Net Income 2012: $26,8492012Revenue 2013: $1,660,833Expenses 2013: $1,348,317Net Income 2013: $312,5162013Revenue 2014: $2,448,105Expenses 2014: $1,488,264Net Income 2014: $959,8412014Revenue 2015: $2,737,321Expenses 2015: $1,698,796Net Income 2015: $1,038,5252015Revenue 2016: $1,139,764Expenses 2016: $1,736,255Net Income 2016: -$596,4912016Revenue 2020: $4,152,938Expenses 2020: $8,887,512Net Income 2020: -$4,734,5742020Revenue 2021: $2,444,510Expenses 2021: $1,660,945Net Income 2021: $783,5652021Revenue 2022: $3,492,706Expenses 2022: $3,261,381Net Income 2022: $231,3252022Revenue 2023: $1,047,265Expenses 2023: $1,970,286Net Income 2023: -$923,0212023Revenue 2024: $3,114,411Expenses 2024: $2,684,022Net Income 2024: $430,3892024

Highlighted filing

2022

Revenue$3,492,706
Expenses$3,261,381
Net Income$231,325
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 25, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL L BERNSTEINTrustee-$32,262-$32,262
GEORGES LURCY BERNSTEINTrustee-$32,262-$32,262
SETH E FRANKTrustee-$0--
ALAN S BERNSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charitable & Educational Trust
EIN
13-6372044
Phone
2126603000
Address
CO D BERNSTEIN-1633 BROADWAY 32, NEW YORK, NY 10019

Signing Officer

Name
Daniel L Bernstein
Title
Trustee
Phone
2126605022
Signed
2022-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Prager Metis Cpas LLC
Address
100 SUNNYSIDE BLVD SUITE 200, WOODBURY, NY 11797
Preparer
Thomas Gallo
Phone
5169218900
Raw XML AppendixShowing 400 of 976 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/AccountingFeesDetail/NetInvestmentIncomeAmt011000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt011654009
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS, MUTUAL FUNDS & ETFS
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt088728
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt088728
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt016573
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt033146
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03006882
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016905079
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016673754
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01579574
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt045873
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015796
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/FMVAssetsEOYAmt030822169
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL L BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SETH E FRANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GEORGES LURCY BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ALAN S BERNSTEIN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2TULANE UNIVERSITY DEPT OF HISTORY
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03006918
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03006918
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1PROVIDED FUNDS FOR SUCH PURPOSES PURSUANT TO GRANT PROCEDURES
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