Civic Intelligence

Lilly and Philip Schwebel Foundation Trust

EIN 13-7144663 • White Plains, NY

82 Smith AvenueWhite Plains, NY 10605
Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

NTEE T • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

NTEE T • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

0.0%

Faster asset growth than 57% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Flat

$125,681

Flat from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$1

Up $1 from 2022

Expenses

Flat

$0

Flat from 2022

Net Income

Up

$1

Up $1 from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$400K$300K$200K$100K$0Assets 2010: $360,294Liabilities 2010: $0Net Assets 2010: $360,2942010Assets 2011: $346,206Liabilities 2011: $0Net Assets 2011: $346,2062011Assets 2012: $314,651Liabilities 2012: $0Net Assets 2012: $314,6512012Assets 2013: $276,378Liabilities 2013: $0Net Assets 2013: $276,3782013Assets 2014: $310,357Liabilities 2014: $0Net Assets 2014: $310,3572014Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2019: $100,000Liabilities 2019: $0Net Assets 2019: $100,0002019Assets 2020: $34,200Liabilities 2020: $0Net Assets 2020: $34,2002020Assets 2021: $33,705Liabilities 2021: $0Net Assets 2021: $33,7052021Assets 2022: $125,681Liabilities 2022: $0Net Assets 2022: $125,6812022Assets 2023: $125,681Liabilities 2023: $12023

Highlighted filing

2023

Assets$125,681
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $47,6102010Expenses 2011: $44,2062011Expenses 2012: $43,6372012Revenue 2013: $13,067Expenses 2013: $51,340Net Income 2013: -$38,2732013Revenue 2014: $26,015Expenses 2014: $52,170Net Income 2014: -$26,1552014Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2019: $46,206Expenses 2019: $101,432Net Income 2019: -$55,2262019Revenue 2020: $0Expenses 2020: $65,800Net Income 2020: -$65,8002020Revenue 2021: $0Expenses 2021: $495Net Income 2021: -$4952021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $1Expenses 2023: $0Net Income 2023: $12023

Highlighted filing

2023

Revenue$1
Expenses$0
Net Income$1
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$125,681
Liabilities
$1
Net assets
-
Revenue
$1
Expenses
$0
Net income
$1
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.26$0.00$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.00$0.66$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.46$1.01$0.55
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.26$0.52$0.26
2013Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.13$0.51$0.38
2012Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.44
2011Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.44
2010Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.48
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WINDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lilly and Philip Schwebel
EIN
13-7144663
Phone
9146562398
Address
82 SMITH AVENUE, WHITE PLAINS, NY 10605

Signing Officer

Name
Samuel Wind
Title
Trustee
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Seckendorf Hasson Reilly and Kobay Cpas
Address
3000 MARCUS AVE STE 1W5, LAKE SUCCESS, NY 11042
Preparer
Robert P Reilly CPA
Phone
5164888400
Raw XML Appendix168 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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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0495
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WHITE PLAINS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010605
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09146562398
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN WITH A COMPLETE DESCRIPTION OF THE ORGANIZATION MAKING THE REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LILLY AND PHILIP SCHWEBEL FOUNDATIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07184415715
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd011415
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ARE ACCEPTED AT ANY TIME
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NET INVESTMENT TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0495
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0495
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL WIND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LILLY AND PHILIP SCHWEBEL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LILL
ReturnHeader/Filer/EIN0137144663
ReturnHeader/Filer/PhoneNum09146562398
ReturnHeader/Filer/USAddress/AddressLine1Txt082 SMITH AVENUE
ReturnHeader/Filer/USAddress/CityNm0WHITE PLAINS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010605
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900436485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECKENDORF HASSON REILLY AND KOBAY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 MARCUS AVE STE 1W5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum05164888400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P REILLY CPA
ReturnHeader/ReturnTs02022-11-15T05:44:16-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMUEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WIND
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits