Civic Intelligence

Jay and Kelly Sugarman Foundation C/O Jay Sugarman

990PF • Fiscal year 2016 • EIN 20-0911399

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 12, 2017

Organization Profile
1114 Avenue of the AmericasNew York, NY 10036

(212) 930-9400

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.00x

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

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Net Margin

11th percentile

-516%

Higher net margin than 11% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2016 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2016

Asset Growth

2nd percentile

-43%

Faster asset growth than 2% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-41%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$661,554

Down $496,616 (-43%) from 2015

Net Assets

$661,554

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin11th percentile

Revenue

Down

$96,202

Down $67,902 (-41%) from 2015

Expenses

Up

$592,811

Up $194,732 (+49%) from 2015

Net Income

Down

-$496,609

Down $262,634 (-112%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2016

Assets$661,554
Liabilities$0
Net Assets$661,554
Open 2016 Filing

Operations Trend

Revenue Growth32nd 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

2016

Revenue$96,202
Expenses$592,811
Net Income-$496,609
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 12, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY SUGARMANPresident/TreasurerPT$0--
KELLY SUGARMANVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Jay and Kelly Sugarman Foundation
EIN
20-0911399
In Care Of
% JAY SUGARMAN
Phone
2129309400
Address
1114 Avenue of the Americas, New York, NY 10036

Signing Officer

Name
Jay Sugarman
Title
Officer
Phone
5163360100
Signed
2017-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE SUITE 4000, INDIANAPOLIS, IN 46204
Preparer
Jennifer D Rhoderick
Phone
3176817445
Raw XML Appendix329 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/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAY SUGARMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum02129309400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAY SUGARMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1KELLY SUGARMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0570448
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0All recipients
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0570448
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/AppliedToCurrentYearAmt076753
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0257784
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0357062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0396985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0515313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0312158
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0312158
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02023579
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0496435
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0257784
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0357062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0396985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0515313
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0573188
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0496435
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02335737
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01839302
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CORPORATION SERVICES FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt093
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt093
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Misc. Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Reimbursement of PY taxable expenditure
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015113
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MGMT FEES/BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015113
TaxesSchedule/TaxesDetail/Amt0308
TaxesSchedule/TaxesDetail/Amt11556
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0308
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY SUGARMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05163360100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jay and Kelly Sugarman Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Jay Sugarman
ReturnHeader/Filer/BusinessNameControlTxt0JAYA
ReturnHeader/Filer/EIN0200911399
ReturnHeader/Filer/InCareOfNm0% JAY SUGARMAN
ReturnHeader/Filer/PhoneNum02129309400
ReturnHeader/Filer/USAddress/AddressLine1Txt01114 Avenue of the Americas
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05D892AA1DDD29E4B284244FB158B0925603C35A2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05D892AA1DDD29E4B284244FB158B0925603C35A2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026308520172565001648
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-09-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0164.57.159.254
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE SUITE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817445
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER D RHODERICK
ReturnHeader/ReturnTs02017-09-13T15:18:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$661,554
Liabilities
$0
Net assets
$661,554
Revenue
$96,202
Expenses
$592,811
Net income
-$496,609
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
2016Detailed filing. Detailed filing data is available for this year.$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