Civic Intelligence

Michael & Joan Dritz Charitable Trust Ua Dtd 122386

990PF • Fiscal year 2015 • EIN 13-6884604

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization Profile
20 Cole DriveArmonk, NY 10504

(914) 273-3342

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

6th percentile

-139%

Higher net margin than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-82%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$41,774

Down $13,276 (-24%) from 2014

Net Assets

$41,774

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$9,582

Down $42,855 (-82%) from 2014

Expenses

Down

$22,858

Down $7,011 (-23%) from 2014

Net Income

Down

-$13,276

Down $35,844 (-159%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$150K$100K$50K$0Assets 2010: $108,163Liabilities 2010: $02010Assets 2011: $70,288Liabilities 2011: $02011Assets 2012: $9,697Liabilities 2012: $02012Assets 2013: $32,482Liabilities 2013: $0Net Assets 2013: $32,4822013Assets 2014: $55,050Liabilities 2014: $02014Assets 2015: $41,774Liabilities 2015: $0Net Assets 2015: $41,7742015Assets 2016: $27,146Liabilities 2016: $0Net Assets 2016: $27,1462016Assets 2017: $92,899Liabilities 2017: $0Net Assets 2017: $92,8992017Assets 2018: $88,511Liabilities 2018: $0Net Assets 2018: $88,5112018Assets 2019: $32,703Liabilities 2019: $0Net Assets 2019: $32,7032019Assets 2020: $31,681Liabilities 2020: $0Net Assets 2020: $31,6812020Assets 2021: $10,708Liabilities 2021: $0Net Assets 2021: $10,7082021Assets 2022: $17,679Liabilities 2022: $0Net Assets 2022: $17,6792022Assets 2023: $1,153Liabilities 2023: $12023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$41,774
Liabilities$0
Net Assets$41,774
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50K-$100KRevenue 2010: $47,976Expenses 2010: $36,272Net Income 2010: $11,7042010Revenue 2011: $38,820Expenses 2011: $76,392Net Income 2011: -$37,5722011Revenue 2012: $10,699Expenses 2012: $60,882Net Income 2012: -$50,1832012Revenue 2013: $83,987Expenses 2013: $42,395Net Income 2013: $41,5922013Revenue 2014: $52,437Expenses 2014: $29,869Net Income 2014: $22,5682014Revenue 2015: $9,582Expenses 2015: $22,858Net Income 2015: -$13,2762015Revenue 2016: $18,785Expenses 2016: $33,413Net Income 2016: -$14,6282016Revenue 2017: $90,344Expenses 2017: $24,591Net Income 2017: $65,7532017Revenue 2018: $18,011Expenses 2018: $22,399Net Income 2018: -$4,3882018Revenue 2019: $13,984Expenses 2019: $17,025Net Income 2019: -$3,0412019Revenue 2020: $62,613Expenses 2020: $27,888Net Income 2020: $34,7252020Revenue 2021: $3,201Expenses 2021: $24,174Net Income 2021: -$20,9732021Revenue 2022: $16,017Expenses 2022: $33,496Net Income 2022: -$17,4792022Revenue 2023: $10,655Expenses 2023: $27,181Net Income 2023: -$16,5262023Revenue 2024: $0Expenses 2024: $1,153Net Income 2024: -$1,1532024

Highlighted filing

2015

Revenue$9,582
Expenses$22,858
Net Income-$13,276
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael DritzOfficer-$0--
Joan DritzOfficer-$0--
Susan RapaportOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Michael & Joan Dritz Charitable Trust
EIN
13-6884604
Phone
9142733342
Address
20 Cole Drive, Armonk, NY 10504

Signing Officer

Name
Michael Dritz
Title
Officer
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Roy F Glassberg CPA Pa
Address
PO BOX 1179, BOCA RATON, FL 33429-1179
Preparer
Ranan J Wichler
Phone
5619486549
Raw XML Appendix275 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael Dritz
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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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041073
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt058160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt075478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030371
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030371
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0225082
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041073
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt058160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt075478
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022503
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022503
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0255453
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0232950
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0355
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Schwab
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0355
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Dritz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Michael & Joan Dritz Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ua DTD 122386
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0136884604
ReturnHeader/Filer/PhoneNum09142733342
ReturnHeader/Filer/USAddress/AddressLine1Txt020 Cole Drive
ReturnHeader/Filer/USAddress/CityNm0Armonk
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010504
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271574588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROY F GLASSBERG CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1179
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334291179
ReturnHeader/PreparerPersonGrp/PhoneNum05619486549
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANAN J WICHLER
ReturnHeader/ReturnTs02016-11-11T12:51:21-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,774
Liabilities
$0
Net assets
$41,774
Revenue
$9,582
Expenses
$22,858
Net income
-$13,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.01$0.01
2023Summary only. Only limited summary data is available for this year.$0.01$0.00$0.11$0.27$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.16$0.33$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.03$0.24$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.63$0.28$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.14$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.18$0.22$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.90$0.25$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.19$0.33$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.10$0.23$0.13
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.52$0.30$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.84$0.42$0.42
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.11$0.61$0.50
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.39$0.76$0.38
2010Summary only. Only limited summary data is available for this year.$1.08$0.00$0.48$0.36$0.12