Civic Intelligence

Luetz Riedel Charitable Trust

990PF • Fiscal year 2016 • EIN 13-7156955

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization Profile
PO Box 423Bronx, NY 10468

(718) 364-2500

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

33rd percentile

-4.7%

Higher net margin than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

-0.2%

Faster asset growth than 47% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-40%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$238,131

Down $579 (-0.2%) from 2015

Net Assets

Down

$238,131

Down $579 (-0.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin33rd percentile

Revenue

Down

$12,281

Down $8,285 (-40%) from 2015

Expenses

Down

$12,860

Down $940 (-6.8%) from 2015

Net Income

Down

-$579

Down $7,345 (-109%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2011: $473,433Liabilities 2011: $02011Assets 2012: $462,035Liabilities 2012: $02012Assets 2013: $437,258Liabilities 2013: $02013Assets 2014: $231,944Liabilities 2014: $02014Assets 2015: $238,710Liabilities 2015: $0Net Assets 2015: $238,7102015Assets 2016: $238,131Liabilities 2016: $0Net Assets 2016: $238,1312016Assets 2017: $231,158Liabilities 2017: $0Net Assets 2017: $231,1582017Assets 2018: $227,172Liabilities 2018: $0Net Assets 2018: $227,1722018Assets 2019: $220,570Liabilities 2019: $970Net Assets 2019: $219,6002019Assets 2020: $221,420Liabilities 2020: $0Net Assets 2020: $221,4202020Assets 2021: $216,605Liabilities 2021: $0Net Assets 2021: $216,6052021Assets 2022: $218,649Liabilities 2022: $0Net Assets 2022: $218,6492022Assets 2023: $217,948Liabilities 2023: $0Net Assets 2023: $217,9482023Assets 2024: $215,429Liabilities 2024: $0Net Assets 2024: $215,4292024

Highlighted filing

2016

Assets$238,131
Liabilities$0
Net Assets$238,131
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $7,994Expenses 2011: $31,127Net Income 2011: -$23,1332011Revenue 2012: $21,882Expenses 2012: $33,280Net Income 2012: -$11,3982012Revenue 2013: $16,692Expenses 2013: $41,469Net Income 2013: -$24,7772013Revenue 2014: $27,103Expenses 2014: $232,417Net Income 2014: -$205,3142014Revenue 2015: $20,566Expenses 2015: $13,800Net Income 2015: $6,7662015Revenue 2016: $12,281Expenses 2016: $12,860Net Income 2016: -$5792016Revenue 2017: $12,462Expenses 2017: $19,435Net Income 2017: -$6,9732017Revenue 2018: $12,976Expenses 2018: $16,962Net Income 2018: -$3,9862018Revenue 2019: $12,213Expenses 2019: $19,785Net Income 2019: -$7,5722019Revenue 2020: $13,432Expenses 2020: $11,612Net Income 2020: $1,8202020Revenue 2021: $12,883Expenses 2021: $17,698Net Income 2021: -$4,8152021Revenue 2022: $13,862Expenses 2022: $11,818Net Income 2022: $2,0442022Revenue 2023: $16,102Expenses 2023: $16,803Net Income 2023: -$7012023Revenue 2024: $14,402Expenses 2024: $16,921Net Income 2024: -$2,5192024

Highlighted filing

2016

Revenue$12,281
Expenses$12,860
Net Income-$579
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORBERT DENGLERTrustee-$0--
T COJOCARUTrustee-$0--
V LONGWORTHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Luetz Riedel Charitable Trust
EIN
13-7156955
Phone
7183642500
Address
PO BOX 423, BRONX, NY 10468

Signing Officer

Name
Norbert Dengler
Title
Trustee
Phone
2127322422
Signed
2017-04-27

Preparer

Firm
Roland G Stephan CPA
Address
920 BROADWAY - 16TH FLOOR, NEW YORK, NY 10010
Preparer
Roland Stephan
Phone
2126979560
Raw XML Appendix279 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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0214673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02971
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0234860
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0214673
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02886
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0234860
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0237831
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0500
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NORBERT DENGLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127322422
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUETZ RIEDEL CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O NORBERT DENGLER TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0LUET
ReturnHeader/Filer/EIN0137156955
ReturnHeader/Filer/PhoneNum07183642500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 423
ReturnHeader/Filer/USAddress/CityNm0BRONX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010468
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BD55BCBAF3C68CDF1F389F5BA574DD8D29DEB7E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD55BCBAF3C68CDF1F389F5BA574DD8D29DEB7E8
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134024434
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROLAND G STEPHAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 BROADWAY - 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010010
ReturnHeader/PreparerPersonGrp/PhoneNum02126979560
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROLAND STEPHAN
ReturnHeader/ReturnTs02017-05-11T09:15:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,131
Liabilities
$0
Net assets
$238,131
Revenue
$12,281
Expenses
$12,860
Net income
-$579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.14$0.17$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.16$0.17$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.14$0.12$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.13$0.18$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.13$0.12$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.01$2.20$0.12$0.20$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.13$0.17$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.12$0.19$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.12$0.13$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.21$0.14$0.07
2014Summary only. Only limited summary data is available for this year.$2.32$0.00$0.27$2.32$2.05
2013Summary only. Only limited summary data is available for this year.$4.37$0.00$0.17$0.41$0.25
2012Summary only. Only limited summary data is available for this year.$4.62$0.00$0.22$0.33$0.11
2011Summary only. Only limited summary data is available for this year.$4.73$0.00$0.08$0.31$0.23