Civic Intelligence

Eng Family Charitable Trust

990PF • Fiscal year 2014 • EIN 13-7237799

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 10, 2015

Organization Profile
165 East 72nd StreetNew York, NY 10021

(212) 327-3150

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

52nd percentile

1.7%

Faster asset growth than 52% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

113%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$72,134

Up $1,191 (+1.7%) from 2013

Net Assets

Up

$72,134

Up $1,191 (+1.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin75th percentile

Revenue

Up

$6,375

Up $3,377 (+113%) from 2013

Expenses

Down

$5,184

Down $499 (-8.8%) from 2013

Net Income

Up

$1,191

Up $3,876 (+144%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $75,526Liabilities 2011: $02011Assets 2012: $73,628Liabilities 2012: $12012Assets 2013: $70,943Liabilities 2013: $0Net Assets 2013: $70,9432013Assets 2014: $72,134Liabilities 2014: $0Net Assets 2014: $72,1342014Assets 2015: $69,481Liabilities 2015: $0Net Assets 2015: $69,4812015Assets 2016: $66,829Liabilities 2016: $0Net Assets 2016: $66,8292016Assets 2017: $63,165Liabilities 2017: $0Net Assets 2017: $63,1652017Assets 2018: $59,900Liabilities 2018: $0Net Assets 2018: $59,9002018Assets 2019: $59,009Liabilities 2019: $0Net Assets 2019: $59,0092019Assets 2020: $53,682Liabilities 2020: $0Net Assets 2020: $53,6822020Assets 2021: $53,891Liabilities 2021: $0Net Assets 2021: $53,8912021Assets 2022: $48,405Liabilities 2022: $0Net Assets 2022: $48,4052022Assets 2023: $46,177Liabilities 2023: $0Net Assets 2023: $46,1772023

Highlighted filing

2014

Assets$72,134
Liabilities$0
Net Assets$72,134
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $2,745Expenses 2011: $4,317Net Income 2011: -$1,5722011Revenue 2012: $2,828Expenses 2012: $4,726Net Income 2012: -$1,8982012Revenue 2013: $2,998Expenses 2013: $5,683Net Income 2013: -$2,6852013Revenue 2014: $6,375Expenses 2014: $5,184Net Income 2014: $1,1912014Revenue 2015: $3,117Expenses 2015: $5,770Net Income 2015: -$2,6532015Revenue 2016: $3,205Expenses 2016: $5,857Net Income 2016: -$2,6522016Revenue 2017: $3,995Expenses 2017: $6,258Net Income 2017: -$2,2632017Revenue 2018: $3,249Expenses 2018: $6,514Net Income 2018: -$3,2652018Revenue 2019: $3,410Expenses 2019: $6,651Net Income 2019: -$3,2412019Revenue 2020: $2,933Expenses 2020: $5,960Net Income 2020: -$3,0272020Revenue 2021: $3,229Expenses 2021: $5,931Net Income 2021: -$2,7022021Revenue 2022: $3,253Expenses 2022: $5,956Net Income 2022: -$2,7032022Revenue 2023: $1,660Expenses 2023: $4,636Net Income 2023: -$2,9762023

Highlighted filing

2014

Revenue$6,375
Expenses$5,184
Net Income$1,191
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH ENGTrustee-$0--
JUNE ENGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eng Family Charitable Trust
EIN
13-7237799
Phone
2123273150
Address
165 EAST 72ND STREET, NEW YORK, NY 10021

Signing Officer

Name
Kenneth Eng
Title
Trustee
Signed
2015-04-10
Discuss with paid preparer
Yes

Preparer

Firm
The Swanson Group LLC
Address
869 Main St Ste1000, Westbrook, ME 04092
Preparer
Tabitha C Swanson CPA
Phone
2073703490
Raw XML Appendix316 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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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt08961
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0121
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt070943
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt072134
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt070943
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt070943
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04739
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04072
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt091526
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01434
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04708
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt094164
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KENNETH ENG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUNE ENG
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04997
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04759
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47 CONGRESS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5225 COMMERCIAL STREET 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61321 WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72111 MARTIN LUTHER KING JR WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd404101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd504101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd604103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794704
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04447
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/AppliedToCurrentYearAmt04587
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0241
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0627
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0627
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01052
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0223
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04759
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0172
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01679
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01507
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0237
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0473
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/Amt154
TaxesSchedule/TaxesDetail/Amt250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2NEW YORK STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt075
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt075
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH ENG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENG FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ENGF
ReturnHeader/Filer/EIN0137237799
ReturnHeader/Filer/PhoneNum02123273150
ReturnHeader/Filer/USAddress/AddressLine1Txt0165 EAST 72ND STREET
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Swanson Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0869 Main St Ste1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004092
ReturnHeader/PreparerPersonGrp/PhoneNum02073703490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TABITHA C SWANSON CPA
ReturnHeader/ReturnTs02015-04-15T07:35:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,134
Liabilities
$0
Net assets
$72,134
Revenue
$6,375
Expenses
$5,184
Net income
$1,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.2$0.00$46.2$1.66$4.64$2.98
2022Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$3.25$5.96$2.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.9$0.00$53.9$3.23$5.93$2.70
2020Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$2.93$5.96$3.03
2019Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$3.41$6.65$3.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.9$0.00$59.9$3.25$6.51$3.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.2$0.00$63.2$4.00$6.26$2.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.8$0.00$66.8$3.21$5.86$2.65
2015Detailed filing. Detailed filing data is available for this year.$69.5$0.00$69.5$3.12$5.77$2.65
2014Detailed filing. Detailed filing data is available for this year.$72.1$0.00$72.1$6.38$5.18$1.19
2013Detailed filing. Detailed filing data is available for this year.$70.9$0.00$70.9$3.00$5.68$2.69
2012Summary only. Only limited summary data is available for this year.$73.6$0.00$2.83$4.73$1.90
2011Summary only. Only limited summary data is available for this year.$75.5$0.00$2.75$4.32$1.57