Civic Intelligence

Jay and Kelly Sugarman Foundation C/O Jay Sugarman

990PF • Fiscal year 2013 • EIN 20-0911399

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization Profile
1114 Avenue of the AmericasSuite10036

(212) 930-9400

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

85th percentile

0.00x

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

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Net Margin

39th percentile

-0.9%

Higher net margin than 39% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

88th percentile

$6,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Asset Growth

36th percentile

-0.4%

Faster asset growth than 36% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

78th percentile

162%

Faster revenue growth than 78% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$1,198,940

Down $4,572 (-0.4%) from 2012

Net Assets

Down

$1,198,940

Down $4,572 (-0.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin39th percentile

Revenue

$531,961

No earlier filing loaded for comparison.

Expenses

Down

$536,533

Down $131,457 (-20%) from 2012

Net Income

-$4,572

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,709,344Liabilities 2011: $02011Assets 2012: $1,203,512Liabilities 2012: $0Net Assets 2012: $1,203,5122012Assets 2013: $1,198,940Liabilities 2013: $0Net Assets 2013: $1,198,9402013Assets 2014: $1,392,142Liabilities 2014: $0Net Assets 2014: $1,392,1422014Assets 2015: $1,158,170Liabilities 2015: $02015Assets 2016: $661,554Liabilities 2016: $0Net Assets 2016: $661,5542016Assets 2018: $287,693Liabilities 2018: $0Net Assets 2018: $287,6932018Assets 2019: $197,736Liabilities 2019: $0Net Assets 2019: $197,7362019Assets 2020: $212,472Liabilities 2020: $0Net Assets 2020: $212,4722020Assets 2021: $145,214Liabilities 2021: $0Net Assets 2021: $145,2142021Assets 2022: $8,174Liabilities 2022: $0Net Assets 2022: $8,1742022Assets 2023: $34,912Liabilities 2023: $12023Assets 2024: $10,454Liabilities 2024: $0Net Assets 2024: $10,4542024

Highlighted filing

2013

Assets$1,198,940
Liabilities$0
Net Assets$1,198,940
Open 2013 Filing

Operations Trend

Revenue Growth78th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $77,206Expenses 2011: $348,118Net Income 2011: -$270,9122011Expenses 2012: $667,9902012Revenue 2013: $531,961Expenses 2013: $536,533Net Income 2013: -$4,5722013Revenue 2014: $707,467Expenses 2014: $514,265Net Income 2014: $193,2022014Revenue 2015: $164,104Expenses 2015: $398,079Net Income 2015: -$233,9752015Revenue 2016: $96,202Expenses 2016: $592,811Net Income 2016: -$496,6092016Revenue 2018: $428,129Expenses 2018: $326,751Net Income 2018: $101,3782018Revenue 2019: $166,425Expenses 2019: $256,382Net Income 2019: -$89,9572019Revenue 2020: $235,291Expenses 2020: $220,555Net Income 2020: $14,7362020Revenue 2021: $109,525Expenses 2021: $176,783Net Income 2021: -$67,2582021Revenue 2022: $3,085,026Expenses 2022: $325,485Net Income 2022: $2,759,5412022Revenue 2023: $2,629,321Expenses 2023: $258,583Net Income 2023: $2,370,7382023Revenue 2024: $306,156Expenses 2024: $330,614Net Income 2024: -$24,4582024

Highlighted filing

2013

Revenue$531,961
Expenses$536,533
Net Income-$4,572
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY FORSHAYSecretaryPT$6,000-$6,000
JAY SUGARMANPresident/TreasurerPT$0--
KELLY SUGARMANVice PresidentPT$0--
Filing and Contact Details

Filer

EIN
20-0911399
In Care Of
% JAY SUGARMAN
Phone
2129309400

Signing Officer

Name
Jay Sugarman
Title
President
Signed
2014-11-17

Preparer

Preparer
Donald Eagle
Raw XML Appendix311 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/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode011111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0505500
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/AppliedToCurrentYearAmt0114813
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0114813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0515313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0312158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0463173
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01105111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01013997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01013997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02792740
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0396985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0515313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0312158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0463173
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01105111
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0511798
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0396985
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03806737
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03409752
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jay Sugarman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10One Central Park West - Penthouse
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode010023
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0174250
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0174250
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0CASH
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE-US TRUST 9664
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CORPORATION SERVICES FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0298
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1298
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024313
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MGMT FEES/BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024313
TaxesSchedule/TaxesDetail/Amt0387
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0387
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY SUGARMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10Jay and Kelly Sugarman Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine20c/o Jay Sugarman
ReturnHeader/Filer/BusinessNameControlTxt0JAYA
ReturnHeader/Filer/EIN0200911399
ReturnHeader/Filer/InCareOfNm0% JAY SUGARMAN
ReturnHeader/Filer/PhoneNum02129309400
ReturnHeader/Filer/USAddress/AddressLine101114 Avenue of the Americas
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0New York
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105 TIMES SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010036
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald Eagle
ReturnHeader/ReturnTs02014-11-17T15:50:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,198,940
Liabilities
$0
Net assets
$1,198,940
Revenue
$531,961
Expenses
$536,533
Net income
-$4,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.31$0.33$0.02
2023Summary only. Only limited summary data is available for this year.$0.03$0.00$2.63$0.26$2.37
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$3.09$0.33$2.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.11$0.18$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.24$0.22$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.17$0.26$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.43$0.33$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.10$0.59$0.50
2015Summary only. Only limited summary data is available for this year.$1.16$0.00$0.16$0.40$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.71$0.51$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.53$0.54$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.67
2011Summary only. Only limited summary data is available for this year.$1.71$0.00$0.08$0.35$0.27