Civic Intelligence

Morton & Helen Yulman Charitable Trust 14417154

990PF • Fiscal year 2017 • EIN 14-6015572

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
4000 Ponce DE Leon Blvd Suite 510Coral Gables, FL 33146

(847) 681-5066

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

18th percentile

-3.8%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

115%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$9,122,989

Down $363,860 (-3.8%) from 2016

Net Assets

Down

$9,122,989

Down $363,860 (-3.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin14th percentile

Revenue

Up

$903,173

Up $482,632 (+115%) from 2016

Expenses

Up

$1,088,900

Up $284,311 (+35%) from 2016

Net Income

Up

-$185,727

Up $198,321 (+52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,540,118Liabilities 2011: $90,5002011Assets 2012: $11,110,496Liabilities 2012: $25,0002012Assets 2013: $11,124,972Liabilities 2013: $205,6002013Assets 2014: $10,383,570Liabilities 2014: $0Net Assets 2014: $10,383,5702014Assets 2015: $9,822,562Liabilities 2015: $0Net Assets 2015: $9,822,5622015Assets 2016: $9,486,849Liabilities 2016: $0Net Assets 2016: $9,486,8492016Assets 2017: $9,122,989Liabilities 2017: $0Net Assets 2017: $9,122,9892017Assets 2018: $8,647,082Liabilities 2018: $0Net Assets 2018: $8,647,0822018Assets 2019: $9,962,541Liabilities 2019: $0Net Assets 2019: $9,962,5412019Assets 2020: $11,063,654Liabilities 2020: $0Net Assets 2020: $11,063,6542020Assets 2021: $13,234,573Liabilities 2021: $0Net Assets 2021: $13,234,5732021Assets 2022: $12,424,239Liabilities 2022: $0Net Assets 2022: $12,424,2392022Assets 2023: $12,441,656Liabilities 2023: $0Net Assets 2023: $12,441,6562023Assets 2024: $13,503,090Liabilities 2024: $0Net Assets 2024: $13,503,0902024

Highlighted filing

2017

Assets$9,122,989
Liabilities$0
Net Assets$9,122,989
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $581,716Expenses 2011: $728,936Net Income 2011: -$147,2202011Revenue 2012: $474,379Expenses 2012: $841,355Net Income 2012: -$366,9762012Revenue 2013: $1,039,952Expenses 2013: $726,382Net Income 2013: $313,5702013Revenue 2014: $682,335Expenses 2014: $1,018,918Net Income 2014: -$336,5832014Revenue 2015: $593,942Expenses 2015: $996,598Net Income 2015: -$402,6562015Revenue 2016: $420,541Expenses 2016: $804,589Net Income 2016: -$384,0482016Revenue 2017: $903,173Expenses 2017: $1,088,900Net Income 2017: -$185,7272017Revenue 2018: $1,527,840Expenses 2018: $1,206,049Net Income 2018: $321,7912018Revenue 2019: $2,686,765Expenses 2019: $1,322,174Net Income 2019: $1,364,5912019Revenue 2020: $1,311,904Expenses 2020: $1,326,877Net Income 2020: -$14,9732020Revenue 2021: $2,797,733Expenses 2021: $1,433,969Net Income 2021: $1,363,7642021Revenue 2022: $473,107Expenses 2022: $1,286,912Net Income 2022: -$813,8052022Revenue 2023: $1,304,050Expenses 2023: $1,272,876Net Income 2023: $31,1742023Revenue 2024: $2,405,018Expenses 2024: $1,272,474Net Income 2024: $1,132,5442024

Highlighted filing

2017

Revenue$903,173
Expenses$1,088,900
Net Income-$185,727
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E RICHARD YULMANOfficer/Trus-$0--
NEDRA Y ORENOfficer/Trus-$0--
ALAN TINSMONCFO-$0--
Filing and Contact Details

Filer

Filer Name
Morton & Helen Yulman Charitable
EIN
14-6015572
Phone
8476815066
Address
4000 PONCE DE LEON BLVD SUITE 510, CORAL GABLES, FL 33146

Signing Officer

Name
E Richard Yulman
Title
Officer/trustee
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Lavelle & Finn Llp
Address
29 BRITISH AMERICAN BLVD, LATHAM, NY 12110-1405
Preparer
Martin S Finn
Phone
5188696227
Raw XML AppendixShowing 400 of 816 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/SupplementaryInformationGrp/ContributingManagerNm0E RICHARD YULMAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PROGRAM SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13JIMMY FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17PROGRAM SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27PROGRAM SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33RABBI & CANTOR DISCRETIONARY FUNDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43GENERAL-PASS THRU ENTITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ADRIENNE ARSHT CTR FOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALBANY MEDICAL CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN JEWISH COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ANDERSON RANCH ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ANTI-DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ARTHUR I MEYER JEWISH ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ASPEN COMMUNITY FOUNDATION

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,122,989
Liabilities
$0
Net assets
$9,122,989
Revenue
$903,173
Expenses
$1,088,900
Net income
-$185,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$2.41$1.27$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$1.30$1.27$0.03
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.47$1.29$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$2.80$1.43$1.36
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.31$1.33$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.96$0.00$9.96$2.69$1.32$1.36
2018Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$1.53$1.21$0.32
2017Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.90$1.09$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.49$0.00$9.49$0.42$0.80$0.38
2015Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$0.59$1.00$0.40
2014Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.68$1.02$0.34
2013Summary only. Only limited summary data is available for this year.$11.1$0.21$1.04$0.73$0.31
2012Summary only. Only limited summary data is available for this year.$11.1$0.03$0.47$0.84$0.37
2011Summary only. Only limited summary data is available for this year.$11.5$0.09$0.58$0.73$0.15