Civic Intelligence

Lee and Marvin Traub Charitable Fund Tr

990PF • Fiscal year 2022 • EIN 13-7267366

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 17, 2023

Organization Profile
524 East 72nd StreetNew York, NY 10023

(212) 986-0892

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

Higher debt load relative to assets than 79% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

80th percentile

0.00x

Higher debt load relative to revenue than 80% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Net Margin

78th percentile

50%

Higher net margin than 78% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2022 filings • NTEE T22 • <$500k nonprofits • Source year 2022

Asset Growth

76th percentile

3.9%

Faster asset growth than 76% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-36%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • NTEE T22 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets79th percentile

Assets

Flat

$138,773

Flat from 2022

Net Assets

$138,772

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin78th percentile

Revenue

Flat

$10,490

Flat from 2022

Expenses

Flat

$5,242

Flat from 2022

Net Income

Flat

$5,248

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$600K$400K$200K$0Assets 2010: $42,577Liabilities 2010: $02010Assets 2011: $465,841Liabilities 2011: $02011Assets 2012: $389,300Liabilities 2012: $02012Assets 2013: $343,467Liabilities 2013: $02013Assets 2014: $426,135Liabilities 2014: $02014Assets 2015: $330,121Liabilities 2015: $02015Assets 2019: $196,219Liabilities 2019: $0Net Assets 2019: $196,2192019Assets 2020: $144,188Liabilities 2020: $12020Assets 2021: $133,525Liabilities 2021: $0Net Assets 2021: $133,5252021Assets 2022: $138,773Liabilities 2022: $1Net Assets 2022: $138,7722022Assets 2022: $138,773Liabilities 2022: $12022Assets 2023: $125,815Liabilities 2023: $12023Assets 2024: $120,116Liabilities 2024: $0Net Assets 2024: $120,1162024

Highlighted filing

2022

Assets$138,773
Liabilities$1
Net Assets$138,772
Open 2022 Filing

Operations Trend

Revenue Growth38th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $98,510Expenses 2010: $69,034Net Income 2010: $29,4762010Revenue 2011: $512,647Expenses 2011: $88,883Net Income 2011: $423,7642011Revenue 2012: $13,107Expenses 2012: $89,648Net Income 2012: -$76,5412012Revenue 2013: $22,662Expenses 2013: $68,495Net Income 2013: -$45,8332013Revenue 2014: $348,547Expenses 2014: $265,879Net Income 2014: $82,6682014Revenue 2015: $62,962Expenses 2015: $158,976Net Income 2015: -$96,0142015Revenue 2019: $3,941Expenses 2019: $46,569Net Income 2019: -$42,6282019Revenue 2020: -$29,258Expenses 2020: $22,787Net Income 2020: -$52,0452020Revenue 2021: $16,479Expenses 2021: $27,143Net Income 2021: -$10,6642021Revenue 2022: $10,490Expenses 2022: $5,242Net Income 2022: $5,2482022Revenue 2022: $10,490Expenses 2022: $5,242Net Income 2022: $5,2482022Revenue 2023: $3,208Expenses 2023: $16,163Net Income 2023: -$12,9552023Revenue 2024: $6,690Expenses 2024: $12,390Net Income 2024: -$5,7002024

Highlighted filing

2022

Revenue$10,490
Expenses$5,242
Net Income$5,248
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 17, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE TRAUBPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lee and Marvin Traub Charitable Fund
EIN
13-7267366
Phone
2129860892
Address
524 EAST 72ND STREET, NEW YORK, NY 10023

Signing Officer

Name
Lee Traub
Title
President
Signed
2023-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Kimerling & Wisdom LLC
Address
150 Broadway Suite 1105, New York, NY 10038
Preparer
Ross Wisdom CPA
Phone
2129860892
Raw XML Appendix269 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02315
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1103
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01614
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/Amt092
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt092
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE TRAUB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE AND MARVIN TRAUB CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0LEEA
ReturnHeader/Filer/EIN0137267366
ReturnHeader/Filer/PhoneNum02129860892
ReturnHeader/Filer/USAddress/AddressLine1Txt0524 EAST 72ND STREET
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760717994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kimerling & Wisdom LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 Broadway Suite 1105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010038
ReturnHeader/PreparerPersonGrp/PhoneNum02129860892
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ross Wisdom CPA
ReturnHeader/ReturnTs02023-10-16T21:33:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRAUB
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,773
Liabilities
$1
Net assets
$138,772
Revenue
$10,490
Expenses
$5,242
Net income
$5,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.12$0.06
2023Summary only. Only limited summary data is available for this year.$1.26$0.00$0.03$0.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10$0.05$0.05
2022Summary only. Only limited summary data is available for this year.$1.39$0.00$0.10$0.05$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.16$0.27$0.11
2020Summary only. Only limited summary data is available for this year.$1.44$0.00$0.29$0.23$0.52
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.04$0.47$0.43
2015Summary only. Only limited summary data is available for this year.$3.30$0.00$0.63$1.59$0.96
2014Summary only. Only limited summary data is available for this year.$4.26$0.00$3.49$2.66$0.83
2013Summary only. Only limited summary data is available for this year.$3.43$0.00$0.23$0.68$0.46
2012Summary only. Only limited summary data is available for this year.$3.89$0.00$0.13$0.90$0.77
2011Summary only. Only limited summary data is available for this year.$4.66$0.00$5.13$0.89$4.24
2010Summary only. Only limited summary data is available for this year.$0.43$0.00$0.99$0.69$0.29