Civic Intelligence

The Susan and Bart Shuldman Foundation

990PF • Fiscal year 2017 • EIN 20-2005393

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 23, 2018

Organization Profile
14 Broadview RoadWestport, CT 06880

(203) 859-6880

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$112,578

Down $475 (-0.4%) from 2016

Net Assets

Down

$112,578

Down $475 (-0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

Down

$2,475

Down $375 (-13%) from 2016

Expenses

Down

$2,950

Down $25 (-0.8%) from 2016

Net Income

Down

-$475

Down $350 (-280%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2010: $113,141Liabilities 2010: $0Net Assets 2010: $113,1412010Assets 2011: $112,003Liabilities 2011: $0Net Assets 2011: $112,0032011Assets 2012: $112,303Liabilities 2012: $0Net Assets 2012: $112,3032012Assets 2013: $113,653Liabilities 2013: $0Net Assets 2013: $113,6532013Assets 2014: $113,628Liabilities 2014: $02014Assets 2015: $113,178Liabilities 2015: $02015Assets 2016: $113,053Liabilities 2016: $0Net Assets 2016: $113,0532016Assets 2017: $112,578Liabilities 2017: $0Net Assets 2017: $112,5782017Assets 2018: $112,503Liabilities 2018: $0Net Assets 2018: $112,5032018Assets 2019: $113,980Liabilities 2019: $0Net Assets 2019: $113,9802019Assets 2020: $117,716Liabilities 2020: $0Net Assets 2020: $117,7162020Assets 2021: $112,598Liabilities 2021: $0Net Assets 2021: $112,5982021Assets 2022: $112,394Liabilities 2022: $0Net Assets 2022: $112,3942022Assets 2023: $112,196Liabilities 2023: $0Net Assets 2023: $112,1962023Assets 2024: $112,000Liabilities 2024: $11Net Assets 2024: $111,9892024

Highlighted filing

2017

Assets$112,578
Liabilities$0
Net Assets$112,578
Open 2017 Filing

Operations Trend

Revenue Growth29th percentile

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $2,5522010Expenses 2011: $1,9972011Expenses 2012: $1,2502012Revenue 2013: $2,850Expenses 2013: $1,500Net Income 2013: $1,3502013Revenue 2014: $2,800Expenses 2014: $2,825Net Income 2014: -$252014Revenue 2015: $2,850Expenses 2015: $3,400Net Income 2015: -$5502015Revenue 2016: $2,850Expenses 2016: $2,975Net Income 2016: -$1252016Revenue 2017: $2,475Expenses 2017: $2,950Net Income 2017: -$4752017Revenue 2018: $3,050Expenses 2018: $3,125Net Income 2018: -$752018Revenue 2019: $3,050Expenses 2019: $1,573Net Income 2019: $1,4772019Revenue 2020: $10,000Expenses 2020: $6,264Net Income 2020: $3,7362020Revenue 2021: $0Expenses 2021: $5,118Net Income 2021: -$5,1182021Revenue 2022: $5Expenses 2022: $209Net Income 2022: -$2042022Revenue 2023: $11Expenses 2023: $209Net Income 2023: -$1982023Revenue 2024: $1,052Expenses 2024: $1,259Net Income 2024: -$2072024

Highlighted filing

2017

Revenue$2,475
Expenses$2,950
Net Income-$475
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 23, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BART SHULDMANPresident/Director/Secreta-$0--
SUSAN LEVY SHULDMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Susan and Bart Shuldman Foundation
EIN
20-2005393
Phone
2038596880
Address
14 BROADVIEW ROAD, WESTPORT, CT 06880

Signing Officer

Name
Bart Shuldman
Title
President
Phone
2038596880
Signed
2018-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
185 ASYLUM STREET, HARTFORD, CT 06103
Preparer
Mark Piatkowski CPA
Phone
8607600600
Raw XML Appendix313 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/BusinessNameLine1Txt3THE LAS VEGAS VICTIM'S FUNDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 5159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt244 IMPERIAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3900 S PAVILION CENTER DRIVE SUITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORWALK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WESTPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WESTPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd389144
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02100
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/AppliedToCurrentYearAmt01957
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0310
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02267
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0340
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0125
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BART SHULDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02038596880
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUSAN AND BART SHULDMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0202005393
ReturnHeader/Filer/PhoneNum02038596880
ReturnHeader/Filer/USAddress/AddressLine1Txt014 BROADVIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AEF67A0137BC7A3B69956EC037BA8F524D16095B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D1B2A6EE915197B8CEFDA9FF04F500C224A492C4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.202.26.90
ReturnHeader/FilingSecurityInformation/IPDt02018-07-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:02:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0185 ASYLUM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006103
ReturnHeader/PreparerPersonGrp/PhoneNum08607600600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK PIATKOWSKI CPA
ReturnHeader/ReturnTs02018-11-14T10:04:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$112,578
Liabilities
$0
Net assets
$112,578
Revenue
$2,475
Expenses
$2,950
Net income
-$475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01$0.01$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.00$0.05$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.10$0.06$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.02$0.03$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.03$0.03$0.00
2015Summary only. Only limited summary data is available for this year.$1.13$0.00$0.03$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$1.14$0.00$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.02$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits