Civic Intelligence

Luesther T Mertz Charitable Trust

990 • Fiscal year 2012 • EIN 13-7049014

Dec 01, 2011 to Nov 30, 2012

New York, NY
Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2012 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

5th percentile

0.00x

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

2012 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2012

Net Margin

13th percentile

-18%

Higher net margin than 13% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2012

Assets

Up

$81,896,652

Up $3,153,331 (+4.0%) from 2011

Net Assets

Up

$81,896,652

Up $3,153,331 (+4.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

Down

$7,025,850

Down $8,324,136 (-54%) from 2011

Expenses

Down

$8,300,248

Down $584,659 (-6.6%) from 2011

Net Income

Down

-$1,274,398

Down $7,739,477 (-120%) from 2011

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $78,743,321Liabilities 2011: $0Net Assets 2011: $78,743,3212011Assets 2012: $81,896,652Liabilities 2012: $0Net Assets 2012: $81,896,6522012Assets 2013: $90,119,226Liabilities 2013: $0Net Assets 2013: $90,119,2262013Assets 2014: $94,434,585Liabilities 2014: $0Net Assets 2014: $94,434,5852014Assets 2015: $102,655,351Liabilities 2015: $0Net Assets 2015: $102,655,3512015Assets 2016: $104,416,685Liabilities 2016: $0Net Assets 2016: $104,416,6852016Assets 2017: $107,276,911Liabilities 2017: $0Net Assets 2017: $107,276,9112017Assets 2018: $119,535,503Liabilities 2018: $0Net Assets 2018: $119,535,5032018Assets 2019: $117,972,027Liabilities 2019: $0Net Assets 2019: $117,972,0272019Assets 2020: $94,333,964Liabilities 2020: $0Net Assets 2020: $94,333,9642020Assets 2021: $5,999,424Liabilities 2021: $0Net Assets 2021: $5,999,4242021Assets 2022: $1,408,894Liabilities 2022: $0Net Assets 2022: $1,408,8942022Assets 2023: $453,479Liabilities 2023: $0Net Assets 2023: $453,4792023Assets 2024: $395,493Liabilities 2024: $0Net Assets 2024: $395,4932024

Highlighted filing

2012

Assets$81,896,652
Liabilities$0
Net Assets$81,896,652

Operations Trend

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

$200M$100M$0-$100M-$200MRevenue 2011: $15,349,986Expenses 2011: $8,884,907Net Income 2011: $6,465,0792011Revenue 2012: $7,025,850Expenses 2012: $8,300,248Net Income 2012: -$1,274,3982012Expenses 2013: $11,529,4282013Revenue 2014: $15,310,755Expenses 2014: $11,770,068Net Income 2014: $3,540,6872014Revenue 2015: $20,396,364Expenses 2015: $13,036,661Net Income 2015: $7,359,7032015Revenue 2016: $19,373,400Expenses 2016: $15,946,275Net Income 2016: $3,427,1252016Revenue 2017: $19,055,948Expenses 2017: $15,871,482Net Income 2017: $3,184,4662017Revenue 2018: $18,086,418Expenses 2018: $15,006,209Net Income 2018: $3,080,2092018Revenue 2019: $21,228,061Expenses 2019: $15,280,140Net Income 2019: $5,947,9212019Revenue 2020: $6,968,264Expenses 2020: $32,696,476Net Income 2020: -$25,728,2122020Revenue 2021: $2,179,114Expenses 2021: $116,070,172Net Income 2021: -$113,891,0582021Revenue 2022: $2,295,349Expenses 2022: $4,631,145Net Income 2022: -$2,335,7962022Revenue 2023: $200,196Expenses 2023: $1,155,611Net Income 2023: -$955,4152023Revenue 2024: $20,730Expenses 2024: $78,716Net Income 2024: -$57,9862024

Highlighted filing

2012

Revenue$7,025,850
Expenses$8,300,248
Net Income-$1,274,398
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Mission and Program Overview

Mission

The trust is a testamentary charitable trust under new york law and is a so-called "supporting organization" described in section 509(a)(3) of the internal revenue code. The sole exempt purpose and activity of the trust is to support directly fourteen publicly supported charities which are named in the trust's governing instrument which requires that all net income of the trust be distributed to provide essential support for a substantial program or activity of one or more of the named beneficiary organizations. During the trust's fiscal year ended november 30, 2020, distributions, all in cash, were made to beneficiary organizations named in the trust's governing instrument.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.02$0.08$0.06
2023Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.20$1.16$0.96
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$2.30$4.63$2.34
2021Summary only. Only limited summary data is available for this year.$6.00$0.00$6.00$2.18$116$114
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.3$0.00$94.3$6.97$32.7$25.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$0.00$118$21.2$15.3$5.95
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$0.00$120$18.1$15.0$3.08
2017Summary only. Only limited summary data is available for this year.$107$0.00$107$19.1$15.9$3.18
2016Detailed filing. Detailed filing data is available for this year.$104$0.00$104$19.4$15.9$3.43
2015Detailed filing. Detailed filing data is available for this year.$103$0.00$103$20.4$13.0$7.36
2014Detailed filing. Detailed filing data is available for this year.$94.4$0.00$94.4$15.3$11.8$3.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.1$0.00$90.1$11.5
2012Summary only. Only limited summary data is available for this year.$81.9$0.00$81.9$7.03$8.30$1.27
2011Summary only. Only limited summary data is available for this year.$78.7$0.00$78.7$15.3$8.88$6.47