Civic Intelligence

Jay and Kelly Sugarman Foundation C/O Jay Sugarman

990PF • Fiscal year 2017 • EIN 20-0911399

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 04, 2018

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

88th percentile

0.00x

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.00x

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-211%

Higher net margin than 16% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

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.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-72%

Faster asset growth than 6% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

134%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$186,315

Down $475,239 (-72%) from 2016

Net Assets

Down

$186,315

Down $475,239 (-72%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin16th percentile

Revenue

Up

$225,084

Up $128,882 (+134%) from 2016

Expenses

Up

$700,323

Up $107,512 (+18%) from 2016

Net Income

Up

-$475,239

Up $21,370 (+4.3%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th 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 2017: $186,315Liabilities 2017: $0Net Assets 2017: $186,3152017Assets 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

2017

Assets$186,315
Liabilities$0
Net Assets$186,315
Open 2017 Filing

Operations Trend

Revenue Growth77th 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 2017: $225,084Expenses 2017: $700,323Net Income 2017: -$475,2392017Revenue 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

2017

Revenue$225,084
Expenses$700,323
Net Income-$475,239
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 4, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay93rd 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
2018-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE SUITE 4000, INDIANAPOLIS, IN 46204
Preparer
Jennifer O Rhoderick
Phone
3176817445
Raw XML Appendix316 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/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0All recipients
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0685503
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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/AppliedToCurrentYearAmt048249
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048249
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0496435
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0257784
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0357062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0396985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0515313
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0515313
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02146554
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0638288
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0496435
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0257784
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0357062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0396985
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0686537
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0638288
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02661867
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02023579
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CORPORATION SERVICES FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt096
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt096
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Misc. Income - Litigation Proceeds
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0860
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0860
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09254
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MGMT FEES/BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09254
TaxesSchedule/TaxesDetail/Amt095
TaxesSchedule/TaxesDetail/Amt13500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt095
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY SUGARMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05163360100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-04
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/AtSubmissionCreationDeviceId06F53D9E53F35343A0C7218DC55DA4152DE69308C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05D892AA1DDD29E4B284244FB158B0925603C35A2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026308520182515000203
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-09-08
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/PreparationDt02018-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER O RHODERICK
ReturnHeader/ReturnTs02018-09-08T11:13:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$186,315
Liabilities
$0
Net assets
$186,315
Revenue
$225,084
Expenses
$700,323
Net income
-$475,239
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
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.23$0.70$0.48
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