Civic Intelligence

Edna Weinstein Residuary Trust

990PF • Fiscal year 2021 • EIN 20-6419096

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 15, 2022

Organization Profile
12259 Lavender LoopBradenton, FL 34212-2973

(941) 201-4656

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

66th percentile

25%

Higher net margin than 66% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

60th percentile

$5,782

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

42nd percentile

3.5%

Faster asset growth than 42% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

132%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$738,444

Up $25,307 (+3.5%) from 2020

Net Assets

Up

$738,444

Up $25,307 (+3.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin66th percentile

Revenue

Up

$101,430

Up $57,657 (+132%) from 2020

Expenses

Up

$76,123

Up $8,013 (+12%) from 2020

Net Income

Up

$25,307

Up $49,644 (+204%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.0M$500K$0Assets 2011: $897,854Liabilities 2011: $02011Assets 2012: $860,279Liabilities 2012: $02012Assets 2013: $853,241Liabilities 2013: $02013Assets 2014: $838,883Liabilities 2014: $02014Assets 2015: $809,042Liabilities 2015: $02015Assets 2019: $737,474Liabilities 2019: $02019Assets 2020: $713,137Liabilities 2020: $0Net Assets 2020: $713,1372020Assets 2021: $738,444Liabilities 2021: $0Net Assets 2021: $738,4442021Assets 2022: $697,014Liabilities 2022: $0Net Assets 2022: $697,0142022Assets 2023: $693,590Liabilities 2023: $0Net Assets 2023: $693,5902023Assets 2024: $667,062Liabilities 2024: $0Net Assets 2024: $667,0622024

Highlighted filing

2021

Assets$738,444
Liabilities$0
Net Assets$738,444
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $22,287Expenses 2011: $62,064Net Income 2011: -$39,7772011Revenue 2012: $29,037Expenses 2012: $66,612Net Income 2012: -$37,5752012Revenue 2013: $56,162Expenses 2013: $63,200Net Income 2013: -$7,0382013Revenue 2014: $55,007Expenses 2014: $69,365Net Income 2014: -$14,3582014Revenue 2015: $39,897Expenses 2015: $69,738Net Income 2015: -$29,8412015Revenue 2019: $57,676Expenses 2019: $69,302Net Income 2019: -$11,6262019Revenue 2020: $43,773Expenses 2020: $68,110Net Income 2020: -$24,3372020Revenue 2021: $101,430Expenses 2021: $76,123Net Income 2021: $25,3072021Revenue 2022: $40,781Expenses 2022: $82,211Net Income 2022: -$41,4302022Revenue 2023: $74,425Expenses 2023: $77,849Net Income 2023: -$3,4242023Revenue 2024: $48,430Expenses 2024: $74,958Net Income 2024: -$26,5282024

Highlighted filing

2021

Revenue$101,430
Expenses$76,123
Net Income$25,307
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R LinznerTrustee-$5,782-$5,782
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTemple UniversityScholarship to the Tyler School of ArtEducationPhiladelphia, PA, US$55,150
Filing and Contact Details

Filer

Filer Name
Edna Weinstein Residuary Trust
EIN
20-6419096
Phone
9412014656
Address
12259 Lavender Loop, Bradenton, FL 34212-2973

Signing Officer

Name
Robert Linzner
Title
Trustee
Phone
9412014656
Signed
2022-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Capaldi Reynolds & Pelosi PA
Address
332 Tilton Road, Northfield, NJ 08225
Preparer
Matthew J Reynolds
Phone
6096414000
Raw XML Appendix317 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0916
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Fidelity Investments
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Capital Gains Dividends
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0713137
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt059150
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert R Linzner
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Robert R Linzner
IRS990PF/StatementsRegardingActyGrp/PhoneNum09412014656
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship to the Tyler School of Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Temple University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01801 N Broad Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055150
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/AppliedToCurrentYearAmt057953
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07647
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07647
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033743
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012753
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04383
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060838
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02885
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041390
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt038505
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Fidelity Brokerage Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011715
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011715
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1575
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0218
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0218
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1500
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0218
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1500
TaxesSchedule/TaxesDetail/Amt0151
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0151
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Linzner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09412014656
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edna Weinstein Residuary Trust
ReturnHeader/Filer/BusinessNameControlTxt0EDNA
ReturnHeader/Filer/EIN0206419096
ReturnHeader/Filer/PhoneNum09412014656
ReturnHeader/Filer/USAddress/AddressLine1Txt012259 Lavender Loop
ReturnHeader/Filer/USAddress/CityNm0Bradenton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0342122973
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222097516
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Capaldi Reynolds & Pelosi PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0332 Tilton Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008225
ReturnHeader/PreparerPersonGrp/PhoneNum06096414000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew J Reynolds
ReturnHeader/ReturnTs02022-08-23T15:07:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Linzner
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$738,444
Liabilities
$0
Net assets
$738,444
Revenue
$101,430
Expenses
$76,123
Net income
$25,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.48$0.75$0.27
2023Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.74$0.78$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.41$0.82$0.41
2021Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$1.01$0.76$0.25
2020Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.44$0.68$0.24
2019Summary only. Only limited summary data is available for this year.$7.37$0.00$0.58$0.69$0.12
2015Summary only. Only limited summary data is available for this year.$8.09$0.00$0.40$0.70$0.30
2014Summary only. Only limited summary data is available for this year.$8.39$0.00$0.55$0.69$0.14
2013Summary only. Only limited summary data is available for this year.$8.53$0.00$0.56$0.63$0.07
2012Summary only. Only limited summary data is available for this year.$8.60$0.00$0.29$0.67$0.38
2011Summary only. Only limited summary data is available for this year.$8.98$0.00$0.22$0.62$0.40