Civic Intelligence

Zukerman Charitable Foundation

990PF • Fiscal year 2020 • EIN 13-7213846

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

Organization Profile
555 Madison Ave 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

80th percentile

0.00x

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Net Margin

73rd percentile

44%

Higher net margin than 73% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2020 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2020

Asset Growth

60th percentile

1.2%

Faster asset growth than 60% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-57%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$982,184

Up $11,925 (+1.2%) from 2019

Net Assets

Up

$982,184

Up $11,925 (+1.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin73rd percentile

Revenue

Down

$27,291

Down $36,513 (-57%) from 2019

Expenses

Down

$15,366

Down $89,744 (-85%) from 2019

Net Income

Up

$11,925

Up $53,231 (+129%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$982,184
Liabilities$0
Net Assets$982,184
Open 2020 Filing

Operations Trend

Revenue Growth20th 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

2020

Revenue$27,291
Expenses$15,366
Net Income$11,925
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORRIS E ZUKERMANInvestment TrusteePT$0--
KAREN D ZUKERMANTrusteePT$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 12TH FL, NEW YORK, NY 10022

Signing Officer

Name
Karen Zukerman
Title
Trustee
Phone
2127519100
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Phone
2127519100
Raw XML Appendix271 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/UndistributedIncomeGrp/TotalCorpusAmt0103088
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0150392
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02411
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02411
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Class Action Lawsuit
OtherIncomeSchedule2/OtherIncomeDetail/Desc1tax overpayment
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17802
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/Amt17802
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN ZUKERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ZUKERMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ZUK
ReturnHeader/Filer/EIN0137213846
ReturnHeader/Filer/InCareOfNm0% ME ZUKERMAN & CO INC
ReturnHeader/Filer/PhoneNum06465885140
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 MADISON AVE 12TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
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/PreparationDt02021-05-15
ReturnHeader/ReturnTs02021-05-15T20:09:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZUKERMAN
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
$982,184
Liabilities
$0
Net assets
$982,184
Revenue
$27,291
Expenses
$15,366
Net income
$11,925
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