Civic Intelligence

Luesther T Mertz Continuing Trust FBO Community Funds Inc.

990PF • Fiscal year 2020 • EIN 13-6946984

Dec 01, 2019 to Nov 30, 2020 • Filed on Feb 25, 2021

Organization Profile
CO Lutz Carr 551 Fifth Ave NoNew York, NY 10176

(212) 697-2299

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.00x

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

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Net Margin

25th percentile

-70%

Higher net margin than 25% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

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.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Asset Growth

23rd percentile

-5.0%

Faster asset growth than 23% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-59%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$1,994,646

Down $104,552 (-5.0%) from 2019

Net Assets

Down

$1,994,646

Down $104,552 (-5.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin25th percentile

Revenue

Down

$180,160

Down $259,470 (-59%) from 2019

Expenses

Up

$306,684

Up $36,944 (+14%) from 2019

Net Income

Down

-$126,524

Down $296,414 (-174%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,099,198Liabilities 2019: $0Net Assets 2019: $2,099,1982019Assets 2020: $1,994,646Liabilities 2020: $0Net Assets 2020: $1,994,6462020Assets 2021: $2,478,499Liabilities 2021: $0Net Assets 2021: $2,478,4992021Assets 2022: $2,572,579Liabilities 2022: $0Net Assets 2022: $2,572,5792022Assets 2023: $2,002,280Liabilities 2023: $0Net Assets 2023: $2,002,2802023Assets 2024: $1,358,875Liabilities 2024: $0Net Assets 2024: $1,358,8752024

Highlighted filing

2020

Assets$1,994,646
Liabilities$0
Net Assets$1,994,646
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $439,630Expenses 2019: $269,740Net Income 2019: $169,8902019Revenue 2020: $180,160Expenses 2020: $306,684Net Income 2020: -$126,5242020Revenue 2021: $54,334Expenses 2021: $327,869Net Income 2021: -$273,5352021Revenue 2022: $183,740Expenses 2022: $89,288Net Income 2022: $94,4522022Revenue 2023: $9,110Expenses 2023: $577,534Net Income 2023: -$568,4242023Revenue 2024: $15,179Expenses 2024: $656,350Net Income 2024: -$641,1712024

Highlighted filing

2020

Revenue$180,160
Expenses$306,684
Net Income-$126,524
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Feb 25, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY CONDONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Luesther T Mertz Continuing Trust
EIN
13-6946984
Phone
2126972299
Address
CO LUTZ CARR 551 FIFTH AVE NO, NEW YORK, NY 10176

Signing Officer

Name
Larry Condon
Title
Trustee
Phone
2124751137
Signed
2021-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Carr Cpas Llp
Address
551 FIFTH AVENUE SUITE 400, NEW YORK, NY 10176
Preparer
Lauren Cresci
Phone
2126972299
Raw XML Appendix292 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt029673
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1150331
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INVESTMENT INCOME FROM LLC INVESTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UNRELATED BUSINESS INCOME FROM LLC INVESTMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt029673
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt029673
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1150331
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021972
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON TAXABLE INCOME PER K-1 FROM LLC INVESTMENT
TaxesSchedule/TaxesDetail/Amt021019
TaxesSchedule/TaxesDetail/Amt115353
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL UNRELATED BUSINESS TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE UNRELATED BUSINESS TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CONDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124751137
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUESTHER T MERTZ CONTINUING TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FBO COMMUNITY FUNDS
ReturnHeader/Filer/BusinessNameControlTxt0LUES
ReturnHeader/Filer/EIN0136946984
ReturnHeader/Filer/PhoneNum02126972299
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO LUTZ CARR 551 FIFTH AVE NO
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010176
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131655065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND CARR CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0551 FIFTH AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010176
ReturnHeader/PreparerPersonGrp/PhoneNum02126972299
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN CRESCI
ReturnHeader/ReturnTs02021-03-05T08:56:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,994,646
Liabilities
$0
Net assets
$1,994,646
Revenue
$180,160
Expenses
$306,684
Net income
-$126,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.02$0.66$0.64
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.01$0.58$0.57
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.18$0.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.05$0.33$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.18$0.31$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.44$0.27$0.17