Civic Intelligence

The Lillian Goldman Charitable Trust

EIN 13-7048279 • New York, NY

Holland Knight 31 West 52nd StNew York, NY 10019
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

20th percentile

-11%

Higher net margin than 20% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

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

Asset Growth

29th percentile

-0.9%

Faster asset growth than 29% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

174%

Faster revenue growth than 94% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$10,125,744

Down $93,396 (-0.9%) from 2023

Liabilities

Up

$27,981

Up $27,981 from 2023

Net Assets

Down

$10,097,763

Down $121,377 (-1.2%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin20th percentile

Revenue

Up

$1,112,856

Up $706,111 (+174%) from 2023

Expenses

Up

$1,235,586

Up $834,796 (+208%) from 2023

Net Income

Down

-$122,730

Down $128,685 (-2161%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$30M$20M$10M$0Assets 2011: $29,358,790Liabilities 2011: $12011Assets 2012: $26,633,880Liabilities 2012: $0Net Assets 2012: $26,633,8802012Assets 2013: $21,813,729Liabilities 2013: $02013Assets 2014: $18,366,187Liabilities 2014: $02014Assets 2015: $15,383,497Liabilities 2015: $0Net Assets 2015: $15,383,4972015Assets 2016: $10,538,657Liabilities 2016: $0Net Assets 2016: $10,538,6572016Assets 2017: $9,336,714Liabilities 2017: $0Net Assets 2017: $9,336,7142017Assets 2018: $9,247,718Liabilities 2018: $0Net Assets 2018: $9,247,7182018Assets 2019: $9,089,965Liabilities 2019: $0Net Assets 2019: $9,089,9652019Assets 2020: $9,472,960Liabilities 2020: $0Net Assets 2020: $9,472,9602020Assets 2021: $10,314,890Liabilities 2021: $0Net Assets 2021: $10,314,8902021Assets 2022: $10,254,700Liabilities 2022: $0Net Assets 2022: $10,254,7002022Assets 2023: $10,219,140Liabilities 2023: $0Net Assets 2023: $10,219,1402023Assets 2024: $10,125,744Liabilities 2024: $27,981Net Assets 2024: $10,097,7632024

Highlighted filing

2024

Assets$10,125,744
Liabilities$27,981
Net Assets$10,097,763
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,502,576Expenses 2011: $2,267,986Net Income 2011: $234,5902011Expenses 2012: $3,760,6292012Revenue 2013: $2,661,435Expenses 2013: $4,430,579Net Income 2013: -$1,769,1442013Revenue 2014: $3,079,261Expenses 2014: $6,526,599Net Income 2014: -$3,447,3382014Revenue 2015: $2,449,050Expenses 2015: $5,431,740Net Income 2015: -$2,982,6902015Revenue 2016: $970,768Expenses 2016: $5,686,616Net Income 2016: -$4,715,8482016Revenue 2017: $951,030Expenses 2017: $1,808,492Net Income 2017: -$857,4622017Revenue 2018: $773,840Expenses 2018: $1,224,298Net Income 2018: -$450,4582018Revenue 2019: $730,373Expenses 2019: $889,553Net Income 2019: -$159,1802019Revenue 2020: $1,021,726Expenses 2020: $635,914Net Income 2020: $385,8122020Revenue 2021: $1,644,581Expenses 2021: $836,816Net Income 2021: $807,7652021Revenue 2022: $686,921Expenses 2022: $747,111Net Income 2022: -$60,1902022Revenue 2023: $406,745Expenses 2023: $400,790Net Income 2023: $5,9552023Revenue 2024: $1,112,856Expenses 2024: $1,235,586Net Income 2024: -$122,7302024

Highlighted filing

2024

Revenue$1,112,856
Expenses$1,235,586
Net Income-$122,730
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$10,125,744
Liabilities
$27,981
Net assets
$10,097,763
Revenue
$1,112,856
Expenses
$1,235,586
Net income
-$122,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.03$10.1$1.11$1.24$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$0.41$0.40$0.01
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.69$0.75$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.64$0.84$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.47$0.00$9.47$1.02$0.64$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.09$0.00$9.09$0.73$0.89$0.16
2018Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.77$1.22$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.34$0.00$9.34$0.95$1.81$0.86
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.00$10.5$0.97$5.69$4.72
2015Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$2.45$5.43$2.98
2014Summary only. Only limited summary data is available for this year.$18.4$0.00$3.08$6.53$3.45
2013Summary only. Only limited summary data is available for this year.$21.8$0.00$2.66$4.43$1.77
2012Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$3.76
2011Summary only. Only limited summary data is available for this year.$29.4$0.00$2.50$2.27$0.23
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY GOLDMAN FOWLERTrustee-$0--
DONALD A GOLDSMITH ESQTrustee-$0--
MORGAN C FOWLERTrustee-$0--
SARA GOLDMAN ARNOTrustee-$0--
ROBIN KEMPERTrustee-$0--
CARROLL STEVENSTrustee-$0--
STEPHANIE GOLDMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lillian Goldman Charitable Trust
EIN
13-7048279
Phone
2125133200
Address
HOLLAND KNIGHT 31 WEST 52ND ST, NEW YORK, NY 10019

Signing Officer

Name
Donald a Goldsmith
Title
Trustee
Phone
2125133200
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
50 ROCKEFELLER PLAZA, NEW YORK, NY 10020
Preparer
Matthew Deaner
Phone
2126971000
Raw XML AppendixShowing 400 of 577 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.

Path#Value
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