Civic Intelligence

Zukerman Charitable Foundation

990PF • Fiscal year 2013 • EIN 13-7213846

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

555 Madison AveSuite 12TH FL10022

(646) 588-5140

Siviq Scores

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

Liabilities / Assets

97th percentile

0.08x

Higher debt load relative to assets than 97% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

97th percentile

0.73x

Higher debt load relative to revenue than 97% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Net Margin

52nd percentile

24%

Higher net margin than 52% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$750

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

62nd percentile

50%

Faster revenue growth than 62% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Up

$3,643,251

Up $98,351 (+2.8%) from 2012

Net Assets

$3,343,251

No earlier filing loaded for comparison.

Liabilities

Flat

$300,000

Flat from 2012

Revenue

Up

$410,026

Up $136,213 (+50%) from 2012

Expenses

Down

$311,675

Down $554 (-0.2%) from 2012

Net Income

Up

$98,351

Up $136,767 (+356%) from 2012

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,575,868Liabilities 2011: $300,0002011Assets 2012: $3,544,900Liabilities 2012: $300,0002012Assets 2013: $3,643,251Liabilities 2013: $300,000Net Assets 2013: $3,343,2512013Assets 2014: $3,608,223Liabilities 2014: $300,0002014Assets 2015: $3,566,410Liabilities 2015: $225,000Net Assets 2015: $3,341,4102015Assets 2016: $3,485,470Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $3,887,744Liabilities 2017: $0Net Assets 2017: $3,887,7442017Assets 2018: $1,012,348Liabilities 2018: $0Net Assets 2018: $1,012,3482018Assets 2019: $970,259Liabilities 2019: $0Net Assets 2019: $970,2592019Assets 2020: $982,184Liabilities 2020: $0Net Assets 2020: $982,1842020Assets 2021: $1,003,765Liabilities 2021: $0Net Assets 2021: $1,003,7672021Assets 2022: $923,521Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $894,415Liabilities 2023: $12023

Highlighted filing

2013

Assets$3,643,251
Liabilities$300,000
Net Assets$3,343,251

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $272,152Expenses 2011: $316,040Net Income 2011: -$43,8882011Revenue 2012: $273,813Expenses 2012: $312,229Net Income 2012: -$38,4162012Revenue 2013: $410,026Expenses 2013: $311,675Net Income 2013: $98,3512013Revenue 2014: $290,027Expenses 2014: $325,055Net Income 2014: -$35,0282014Revenue 2015: $275,469Expenses 2015: $242,282Net Income 2015: $33,1872015Revenue 2016: $296,075Expenses 2016: $77,015Net Income 2016: $219,0602016Revenue 2017: $464,798Expenses 2017: $62,355Net Income 2017: $402,4432017Revenue 2018: $67,956Expenses 2018: $118,352Net Income 2018: -$50,3962018Revenue 2019: $63,804Expenses 2019: $105,110Net Income 2019: -$41,3062019Revenue 2020: $27,291Expenses 2020: $15,366Net Income 2020: $11,9252020Revenue 2021: $135,079Expenses 2021: $114,192Net Income 2021: $20,8872021Revenue 2022: $13,686Expenses 2022: $93,932Net Income 2022: -$80,2462022Revenue 2023: $24,773Expenses 2023: $53,879Net Income 2023: -$29,1062023

Highlighted filing

2013

Revenue$410,026
Expenses$311,675
Net Income$98,351
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORRIS E ZUKERMANInvestment Trustee-$750-$750
KAREN D ZUKERMANTrustee-$750-$750
Filing and Contact Details

Filer

EIN
13-7213846
In Care Of
% ME ZUKERMAN & CO INC
Phone
6465885140

Signing Officer

Name
Morris Zukerman
Title
Trustee
Phone
6465885140
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Michael Stallone CPA
Phone
6465885140
Raw XML Appendix310 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0882789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0US TRUST - SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt037521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt034721
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06220
IRS990PF/DistributableAmountGrp/TotalTaxAmt06220
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057566
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0189010
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0INVESTMENT TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13CAMBRIDGE IN AMERICA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11180 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12450 SERRA MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13292 MADISON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1ANDOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode101810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode294305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode310013
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
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/AppliedToCurrentYearAmt0182790
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0182790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0156735
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0119815
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07342
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012235
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011770
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0302605
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0119815
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0165438
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045623
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MORRIS ZUKERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10555 MADISON AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode010022
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt092504
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05789
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15789
TaxesSchedule/TaxesDetail/Amt02531
TaxesSchedule/TaxesDetail/CategoryTxt0IRS PAYMENT
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MORRIS ZUKERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06465885140
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE ZUKERMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ZUKE
ReturnHeader/Filer/EIN0137213846
ReturnHeader/Filer/InCareOfNm0% ME ZUKERMAN & CO INC
ReturnHeader/Filer/PhoneNum06465885140
ReturnHeader/Filer/USAddress/AddressLine10555 MADISON AVE
ReturnHeader/Filer/USAddress/AddressLine20Suite 12TH FL
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010018
ReturnHeader/PreparerPersonGrp/PhoneNum06465885140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02014-11-17T09:22:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.89$0.00$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.00$0.01$0.09$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.14$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.03$0.02$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.06$0.11$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.07$0.12$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.00$3.89$0.46$0.06$0.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$0.00$0.30$0.08$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.57$0.23$3.34$0.28$0.24$0.03
2014Summary only. Only limited summary data is available for this year.$3.61$0.30$0.29$0.33$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.64$0.30$3.34$0.41$0.31$0.10
2012Summary only. Only limited summary data is available for this year.$3.54$0.30$0.27$0.31$0.04
2011Summary only. Only limited summary data is available for this year.$3.58$0.30$0.27$0.32$0.04