Civic Intelligence

The Etz Chaim Charitable Trust

990PF • Fiscal year 2019 • EIN 13-7138977

Jan 01, 2019 to Dec 31, 2019

Organization Profile
Miami Beach, FL
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

26th percentile

-0.7%

Faster asset growth than 26% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

3.2%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$33,137,314

Down $241,494 (-0.7%) from 2018

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin81st percentile

Revenue

Up

$2,599,577

Up $80,868 (+3.2%) from 2018

Expenses

Down

$1,821,283

Down $212,399 (-10%) from 2018

Net Income

Up

$778,294

Up $293,267 (+60%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$60M$40M$20M$0Assets 2010: $8,025,684Liabilities 2010: $02010Assets 2011: $9,582,509Liabilities 2011: $0Net Assets 2011: $9,582,5092011Assets 2012: $12,728,742Liabilities 2012: $12012Assets 2013: $18,951,231Liabilities 2013: $02013Assets 2014: $25,983,145Liabilities 2014: $1,500,0002014Assets 2015: $28,448,287Liabilities 2015: $02015Assets 2017: $32,893,781Liabilities 2017: $0Net Assets 2017: $32,893,7812017Assets 2018: $33,378,808Liabilities 2018: $0Net Assets 2018: $33,378,8082018Assets 2019: $33,137,314Liabilities 2019: $12019Assets 2020: $33,589,514Liabilities 2020: $12020Assets 2021: $40,117,498Liabilities 2021: $0Net Assets 2021: $40,117,4982021Assets 2022: $42,653,513Liabilities 2022: $0Net Assets 2022: $42,653,5132022Assets 2023: $45,457,746Liabilities 2023: $12023Assets 2024: $46,675,163Liabilities 2024: $0Net Assets 2024: $46,675,1632024

Highlighted filing

2019

Assets$33,137,314
Liabilities$1
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth47th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2010: $2,854,335Expenses 2010: $400,000Net Income 2010: $2,454,3352010Expenses 2011: $518,1782011Revenue 2012: $3,374,311Expenses 2012: $228,078Net Income 2012: $3,146,2332012Revenue 2013: $7,259,651Expenses 2013: $1,037,162Net Income 2013: $6,222,4892013Revenue 2014: $6,743,747Expenses 2014: $1,211,833Net Income 2014: $5,531,9142014Revenue 2015: $5,057,908Expenses 2015: $1,092,766Net Income 2015: $3,965,1422015Revenue 2017: $2,834,804Expenses 2017: $1,185,746Net Income 2017: $1,649,0582017Revenue 2018: $2,518,709Expenses 2018: $2,033,682Net Income 2018: $485,0272018Revenue 2019: $2,599,577Expenses 2019: $1,821,283Net Income 2019: $778,2942019Revenue 2020: $3,064,519Expenses 2020: $2,229,023Net Income 2020: $835,4962020Revenue 2021: $7,438,998Expenses 2021: $2,194,952Net Income 2021: $5,244,0462021Revenue 2022: $3,719,057Expenses 2022: $2,528,438Net Income 2022: $1,190,6192022Revenue 2023: $5,207,426Expenses 2023: $2,403,193Net Income 2023: $2,804,2332023Revenue 2024: $3,941,605Expenses 2024: $2,724,188Net Income 2024: $1,217,4172024

Highlighted filing

2019

Revenue$2,599,577
Expenses$1,821,283
Net Income$778,294
Open 2019 Filing
Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$33,137,314
Liabilities
$1
Net assets
-
Revenue
$2,599,577
Expenses
$1,821,283
Net income
$778,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.7$0.00$46.7$3.94$2.72$1.22
2023Summary only. Only limited summary data is available for this year.$45.5$0.00$5.21$2.40$2.80
2022Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$3.72$2.53$1.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$0.00$40.1$7.44$2.19$5.24
2020Summary only. Only limited summary data is available for this year.$33.6$0.00$3.06$2.23$0.84
2019Summary only. Only limited summary data is available for this year.$33.1$0.00$2.60$1.82$0.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.00$33.4$2.52$2.03$0.49
2017Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$2.83$1.19$1.65
2015Summary only. Only limited summary data is available for this year.$28.4$0.00$5.06$1.09$3.97
2014Summary only. Only limited summary data is available for this year.$26.0$1.50$6.74$1.21$5.53
2013Summary only. Only limited summary data is available for this year.$19.0$0.00$7.26$1.04$6.22
2012Summary only. Only limited summary data is available for this year.$12.7$0.00$3.37$0.23$3.15
2011Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$0.52
2010Summary only. Only limited summary data is available for this year.$8.03$0.00$2.85$0.40$2.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $25M-$50M nonprofits