Civic Intelligence

Luesther T Mertz Continuing Trust FBO Community Funds Inc.

990PF • Fiscal year 2023 • EIN 13-6946984

Dec 01, 2022 to Nov 30, 2023 • Filed on Jan 31, 2024

Organization Profile
CO Lutz Carr 551 Fifth Ave 400New York, NY 10176

(212) 697-2299

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

67th percentile

0.00x

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

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-6240%

Higher net margin than 1% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • NTEE T • $1M-$5M nonprofits • Source year 2023

Asset Growth

7th percentile

-22%

Faster asset growth than 7% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-95%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$2,002,280

Down $570,299 (-22%) from 2022

Net Assets

Down

$2,002,280

Down $570,299 (-22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin1st percentile

Revenue

Down

$9,110

Down $174,630 (-95%) from 2022

Expenses

Up

$577,534

Up $488,246 (+547%) from 2022

Net Income

Down

-$568,424

Down $662,876 (-702%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2023

Assets$2,002,280
Liabilities$0
Net Assets$2,002,280
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$9,110
Expenses$577,534
Net Income-$568,424
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jan 31, 2024
Return Version
2022v5.0
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 400, NEW YORK, NY 10176

Signing Officer

Name
Larry Condon
Title
Trustee
Phone
2124751137
Signed
2024-01-31
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 Appendix268 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/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/ReturnTs02024-02-29T13:33:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CONDON
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,002,280
Liabilities
$0
Net assets
$2,002,280
Revenue
$9,110
Expenses
$577,534
Net income
-$568,424
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