Civic Intelligence

Zukerman Charitable Foundation

990PF • Fiscal year 2017 • EIN 13-7213846

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
555 MADISON AVE Suite 12TH FLNew York, NY 10022

(646) 588-5140

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.00x

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

87%

Higher net margin than 93% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

57%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$3,887,744

Up $402,274 (+12%) from 2016

Net Assets

Up

$3,887,744

Up $3,887,744 from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin93rd percentile

Revenue

Up

$464,798

Up $168,723 (+57%) from 2016

Expenses

Down

$62,355

Down $14,660 (-19%) from 2016

Net Income

Up

$402,443

Up $183,383 (+84%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2017

Assets$3,887,744
Liabilities$0
Net Assets$3,887,744
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

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

2017

Revenue$464,798
Expenses$62,355
Net Income$402,443
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORRIS E ZUKERMANInvestment Trustee-$0--
KAREN D ZUKERMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Zukerman Charitable Trust
EIN
13-7213846
In Care Of
% ME ZUKERMAN & CO INC
Phone
6465885140
Address
555 MADISON AVE Suite 12TH FL, NEW YORK, NY 10022

Signing Officer

Name
Karen Zukerman
Title
Trustee
Phone
2127519100
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Michael Stallone CPA
Phone
2127519100
Raw XML Appendix339 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/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0555 MADISON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ME ZUKERMAN & CO INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06465885140
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION TO FACULTY/ENDOWEMENT - PROFESSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMBRIDGE IN AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0292 MADISON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010013
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt051775
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0181619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0129844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0122642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05999
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0129844
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041573
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051775
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041573
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0171417
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALEXANDRA ZUKERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0555 MADISON AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010022
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06086
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0169
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12446
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22446
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0180
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0180
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt16086
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1IRS PAYMENT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0500
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN ZUKERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ZUKERMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ZUKE
ReturnHeader/Filer/EIN0137213846
ReturnHeader/Filer/InCareOfNm0% ME ZUKERMAN & CO INC
ReturnHeader/Filer/PhoneNum06465885140
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 MADISON AVE Suite 12TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0267E689516EE58AD5D2AB3B0199B67A474C69319
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0318C2FD128F749E71B2E51E4D56F2CAFDDB864CD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId022006220181345000228
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.46.120.251
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STALLONE CPA
ReturnHeader/ReturnTs02018-05-14T15:53:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,887,744
Liabilities
$0
Net assets
$3,887,744
Revenue
$464,798
Expenses
$62,355
Net income
$402,443
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
2017Detailed filing. Detailed filing data is available for this year.$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