Civic Intelligence

Luetz Riedel Charitable Trust

990PF • Fiscal year 2020 • EIN 13-7156955

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 14, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

10.0%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$221,420

Up $850 (+0.4%) from 2019

Net Assets

Up

$221,420

Up $1,820 (+0.8%) from 2019

Liabilities

Down

$0

Down $970 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin63rd percentile

Revenue

Up

$13,432

Up $1,219 (+10.0%) from 2019

Expenses

Down

$11,612

Down $8,173 (-41%) from 2019

Net Income

Up

$1,820

Up $9,392 (+124%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$221,420
Liabilities$0
Net Assets$221,420
Open 2020 Filing

Operations Trend

Revenue Growth74th 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

2020

Revenue$13,432
Expenses$11,612
Net Income$1,820
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th 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
2021-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Roland G Stephan CPA
Address
42 BROADWAY STE 1827, NEW YORK, NY 10004-3871
Preparer
Roland Stephan
Phone
2126979560
Raw XML Appendix265 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03485
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04614
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04614
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0739
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0970
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CASH OVERDRAWN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0262
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0262
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORBERT DENGLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127322422
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-14
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/PreparerFirmGrp/PreparerFirmEIN0134024434
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROLAND G STEPHAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042 BROADWAY STE 1827
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100043871
ReturnHeader/PreparerPersonGrp/PhoneNum02126979560
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROLAND STEPHAN
ReturnHeader/ReturnTs02021-03-04T12:23:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NORBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DENGLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,420
Liabilities
$0
Net assets
$221,420
Revenue
$13,432
Expenses
$11,612
Net income
$1,820
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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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