Civic Intelligence

First Brokers Good Samaritan Fund Harborside Financial Center

990PF • Fiscal year 2021 • EIN 13-7298341

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 16, 2022

Organization Profile
115 Woodland RoadMontvale, NJ 07645

(212) 513-4466

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.00x

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

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Net Margin

65th percentile

26%

Higher net margin than 65% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Asset Growth

64th percentile

2.4%

Faster asset growth than 64% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

-2.3%

Faster revenue growth than 44% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$75,191

Up $1,764 (+2.4%) from 2020

Net Assets

Up

$75,191

Up $1,764 (+2.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin65th percentile

Revenue

Down

$6,718

Down $155 (-2.3%) from 2020

Expenses

Down

$4,954

Down $14,496 (-75%) from 2020

Net Income

Up

$1,764

Up $14,341 (+114%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$300K$200K$100K$0Assets 2011: $232,976Liabilities 2011: $02011Assets 2012: $230,607Liabilities 2012: $02012Assets 2013: $224,208Liabilities 2013: $0Net Assets 2013: $224,2082013Assets 2014: $219,264Liabilities 2014: $0Net Assets 2014: $219,2642014Assets 2015: $179,145Liabilities 2015: $0Net Assets 2015: $179,1452015Assets 2016: $138,789Liabilities 2016: $0Net Assets 2016: $138,7892016Assets 2017: $109,678Liabilities 2017: $0Net Assets 2017: $109,6782017Assets 2019: $86,004Liabilities 2019: $0Net Assets 2019: $86,0042019Assets 2020: $73,427Liabilities 2020: $0Net Assets 2020: $73,4272020Assets 2021: $75,191Liabilities 2021: $0Net Assets 2021: $75,1912021Assets 2022: $55,205Liabilities 2022: $0Net Assets 2022: $55,2052022Assets 2023: $47,867Liabilities 2023: $12023

Highlighted filing

2021

Assets$75,191
Liabilities$0
Net Assets$75,191
Open 2021 Filing

Operations Trend

Revenue Growth44th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $50,173Expenses 2011: $108,045Net Income 2011: -$57,8722011Revenue 2012: $50,191Expenses 2012: $52,560Net Income 2012: -$2,3692012Revenue 2013: $50,171Expenses 2013: $56,570Net Income 2013: -$6,3992013Revenue 2014: $50,170Expenses 2014: $55,114Net Income 2014: -$4,9442014Revenue 2015: $10,132Expenses 2015: $50,251Net Income 2015: -$40,1192015Revenue 2016: $431Expenses 2016: $40,787Net Income 2016: -$40,3562016Revenue 2017: $21,720Expenses 2017: $50,831Net Income 2017: -$29,1112017Revenue 2019: $17,224Expenses 2019: $16,628Net Income 2019: $5962019Revenue 2020: $6,873Expenses 2020: $19,450Net Income 2020: -$12,5772020Revenue 2021: $6,718Expenses 2021: $4,954Net Income 2021: $1,7642021Revenue 2022: $22,291Expenses 2022: $42,277Net Income 2022: -$19,9862022Revenue 2023: $11,146Expenses 2023: $18,484Net Income 2023: -$7,3382023

Highlighted filing

2021

Revenue$6,718
Expenses$4,954
Net Income$1,764
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW J O'KEEFEDistributive Trustee-$0--
ROBERT F CUDEQUESTAdm/Distrib Trustee-$0--
SCOTT DUDLEYDistributive Trustee-$0--
TIMOTHY E LANEDistributive Trustee-$0--
JOHN J CORCORANDistributive Trustee-$0--
DEE LIPKA JONESDistributive Trustee-$0--
Filing and Contact Details

Filer

Filer Name
First Brokers Good Samaritan Fund
EIN
13-7298341
Phone
2125134466
Address
115 WOODLAND ROAD, MONTVALE, NJ 07645

Signing Officer

Name
Robert Cudequest
Title
Adm / Dist. Trustee
Phone
2125134466
Signed
2022-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
150 JOHN F KENNEDY PARKWAY, SHORT HILLS, NJ 07078-2754
Preparer
Warren Abkowitz
Phone
9734679650
Raw XML Appendix320 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/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt074099
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT F CUDEQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02125134466
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0115 WOODLAND ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MONTVALE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd007645
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANDREW J O'KEEFE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROBERT F CUDEQUEST
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2SCOTT DUDLEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3TIMOTHY E LANE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm4JOHN J CORCORAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm5DEE LIPKA JONES
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt036934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt047412
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037521
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03647
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt096346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036934
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt047412
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0130220
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0133867
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FIRST BROKERS SECURITIES INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PLAZA 5 SUITE 1500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JERSEY CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0073114011
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06600
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT ANALYSIS SETTLEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0904
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CUDEQUEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADM / DIST. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02125134466
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST BROKERS GOOD SAMARITAN FUND
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0137298341
ReturnHeader/Filer/PhoneNum02125134466
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 WOODLAND ROAD
ReturnHeader/Filer/USAddress/CityNm0MONTVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007645
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 JOHN F KENNEDY PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHORT HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070782754
ReturnHeader/PreparerPersonGrp/PhoneNum09734679650
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARREN ABKOWITZ
ReturnHeader/ReturnTs02022-06-16T08:11:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CUDEQUEST
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,191
Liabilities
$0
Net assets
$75,191
Revenue
$6,718
Expenses
$4,954
Net income
$1,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.48$0.00$0.11$0.18$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.22$0.42$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.07$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.07$0.19$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.17$0.17$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.22$0.51$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.00$0.41$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10$0.50$0.40
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.50$0.55$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.50$0.57$0.06
2012Summary only. Only limited summary data is available for this year.$2.31$0.00$0.50$0.53$0.02
2011Summary only. Only limited summary data is available for this year.$2.33$0.00$0.50$1.08$0.58