Civic Intelligence

Simon Dina and Henry Bratt Charitable Trust

990PF • Fiscal year 2017 • EIN 20-7162614

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
PO Box 9364Bardonia, NY 10954

(845) 623-1283

Siviq Scores

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

Liabilities / Assets

95th percentile

0.02x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

0.15x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Net Margin

47th percentile

0.8%

Higher net margin than 47% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

98th percentile

$46,620

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Asset Growth

45th percentile

0.3%

Faster asset growth than 45% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

17%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$3,596,685

Down $68,223 (-1.9%) from 2015

Net Assets

Down

$3,516,361

Down $78,723 (-2.2%) from 2015

Liabilities

Up

$80,324

Up $10,500 (+15%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin47th percentile

Revenue

Up

$530,613

Up $88,114 (+20%) from 2015

Expenses

Down

$526,395

Down $142,598 (-21%) from 2015

Net Income

Up

$4,218

Up $230,712 (+102%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,535,941Liabilities 2011: $94,1852011Assets 2012: $5,325,226Liabilities 2012: $96,9952012Assets 2013: $4,096,775Liabilities 2013: $91,0282013Assets 2014: $3,928,151Liabilities 2014: $92,479Net Assets 2014: $3,835,6722014Assets 2015: $3,664,908Liabilities 2015: $69,824Net Assets 2015: $3,595,0842015Assets 2017: $3,596,685Liabilities 2017: $80,324Net Assets 2017: $3,516,3612017Assets 2018: $3,670,506Liabilities 2018: $80,425Net Assets 2018: $3,590,0812018Assets 2019: $3,658,628Liabilities 2019: $83,126Net Assets 2019: $3,575,5022019Assets 2020: $3,605,981Liabilities 2020: $83,709Net Assets 2020: $3,522,2722020Assets 2021: $3,579,022Liabilities 2021: $89,509Net Assets 2021: $3,489,5132021Assets 2022: $3,531,748Liabilities 2022: $90,909Net Assets 2022: $3,440,8392022Assets 2023: $3,545,666Liabilities 2023: $90,9092023Assets 2024: $3,466,730Liabilities 2024: $90,909Net Assets 2024: $3,375,8212024

Highlighted filing

2017

Assets$3,596,685
Liabilities$80,324
Net Assets$3,516,361
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $514,363Expenses 2011: $747,650Net Income 2011: -$233,2872011Revenue 2012: $520,195Expenses 2012: $732,543Net Income 2012: -$212,3482012Revenue 2013: $493,611Expenses 2013: $733,211Net Income 2013: -$239,6002013Revenue 2014: $490,988Expenses 2014: $659,231Net Income 2014: -$168,2432014Revenue 2015: $442,499Expenses 2015: $668,993Net Income 2015: -$226,4942015Revenue 2017: $530,613Expenses 2017: $526,395Net Income 2017: $4,2182017Revenue 2018: $643,174Expenses 2018: $552,199Net Income 2018: $90,9752018Revenue 2019: $571,657Expenses 2019: $598,895Net Income 2019: -$27,2382019Revenue 2020: $481,551Expenses 2020: $538,199Net Income 2020: -$56,6482020Revenue 2021: $546,140Expenses 2021: $577,392Net Income 2021: -$31,2522021Revenue 2022: $570,522Expenses 2022: $587,039Net Income 2022: -$16,5172022Revenue 2023: $541,769Expenses 2023: $547,783Net Income 2023: -$6,0142023Revenue 2024: $551,642Expenses 2024: $631,193Net Income 2024: -$79,5512024

Highlighted filing

2017

Revenue$530,613
Expenses$526,395
Net Income$4,218
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SMITHTrusteePT$46,620-$46,620
Filing and Contact Details

Filer

Filer Name
Simon Dina & Henry Bratt Charitable
EIN
20-7162614
Phone
8456231283
Address
PO BOX 9364, BARDONIA, NY 10954

Signing Officer

Name
David Smith
Title
Trustee
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Fasten Halberstam LLP
Address
30 Broad Street Suite 2204, New York, NY 10004
Preparer
Jeffrey J Eisenstein CPA
Phone
2127518337
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DepreciationSchedule/DepreciationPropertyGrp/Rt310.0182
DepreciationSchedule/DepreciationPropertyGrp/Rt320.0161
DepreciationSchedule/DepreciationPropertyGrp/Rt330.0139
DepreciationSchedule/DepreciationPropertyGrp/Rt340.0118
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt01241
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1771069
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt28681
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0672
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt11333931
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2205724
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt3865000
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Machinery and Equipment
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2Improvements
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01913
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt12105000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2214405
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt3865000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt02520330
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1259000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt21035670
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016873
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01924
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0223
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0169268
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0188288
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0188288
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0122329
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01924
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt046620
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt046620
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt046620
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0120000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0120000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt076410
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt076410
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt076410
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt016873
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016873
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016873
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04218
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0511593
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0511593
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0511593
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt052869
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt05474
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt05474
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05474
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01924
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0124218
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0169268
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0268891
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0268891
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0268891
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0528724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0406395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0120000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0406395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0526395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0530613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0530613
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0406395
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0406395
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0406395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt146425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN CHASE - SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN CHASE - SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01924
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt035
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04218
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02876
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06480
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03519237
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03508539
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03516361
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02484
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02484
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02484
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0244
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02240
IRS990PF/FMVAssetsEOYAmt05006358
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt036003
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt070111

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Filings

Displayed year

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

Open filing
Assets
$3,596,685
Liabilities
$80,324
Net assets
$3,516,361
Revenue
$530,613
Expenses
$526,395
Net income
$4,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.47$0.09$3.38$0.55$0.63$0.08
2023Summary only. Only limited summary data is available for this year.$3.55$0.09$0.54$0.55$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.09$3.44$0.57$0.59$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.09$3.49$0.55$0.58$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.08$3.52$0.48$0.54$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.08$3.58$0.57$0.60$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.08$3.59$0.64$0.55$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.60$0.08$3.52$0.53$0.53$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.66$0.07$3.60$0.44$0.67$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.93$0.09$3.84$0.49$0.66$0.17
2013Summary only. Only limited summary data is available for this year.$4.10$0.09$0.49$0.73$0.24
2012Summary only. Only limited summary data is available for this year.$5.33$0.10$0.52$0.73$0.21
2011Summary only. Only limited summary data is available for this year.$5.54$0.09$0.51$0.75$0.23