Civic Intelligence

Simon Dina and Henry Bratt Charitable Trust

990PF • Fiscal year 2018 • EIN 20-7162614

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

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

94th percentile

0.02x

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.13x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Net Margin

56th percentile

14%

Higher net margin than 56% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

97th percentile

$37,382

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Asset Growth

65th percentile

2.1%

Faster asset growth than 65% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

21%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$3,670,506

Up $73,821 (+2.1%) from 2017

Net Assets

Up

$3,590,081

Up $73,720 (+2.1%) from 2017

Liabilities

Up

$80,425

Up $101 (+0.1%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin56th percentile

Revenue

Up

$643,174

Up $112,561 (+21%) from 2017

Expenses

Up

$552,199

Up $25,804 (+4.9%) from 2017

Net Income

Up

$90,975

Up $86,757 (+2057%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$3,670,506
Liabilities$80,425
Net Assets$3,590,081
Open 2018 Filing

Operations Trend

Revenue Growth64th 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

2018

Revenue$643,174
Expenses$552,199
Net Income$90,975
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SMITHTrusteePT$37,382-$37,382
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
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Fasten Halberstam LLP
Address
40 Wall St Ste 3602, New York, NY 10005
Preparer
Jeffrey J Eisenstein CPA
Phone
2127518337
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DepreciationSchedule/DepreciationPropertyGrp/Rt80.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt90.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt100.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt110.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt120.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt130.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt140.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt150.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt160.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt170.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt180.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt190.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt200.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt210.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt220.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt230.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt240.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt250.0667
DepreciationSchedule/DepreciationPropertyGrp/Rt260.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt270.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt280.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt290.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt300.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt310.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt320.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt330.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt340.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt350.0333
DepreciationSchedule/DepreciationPropertyGrp/Rt360.0096
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt01433
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1841963
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt214695
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0480
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt11263037
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2207898
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/CostOrOtherBasisAmt2222593
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt3865000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt02520330
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1259000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt21035670
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt026017
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1467
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0331
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0189765
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Legal Settlement
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt073704
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0288350
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0288350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt08900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0165738
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt037382
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt037382
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt037382
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0147000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0147000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt077100
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt077100
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt077100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt026017
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt026017
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt026017
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt090975
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0544589
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0544589
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0544589
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt059832
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0338
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0338
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0338
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1467
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0165738
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0189765
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0281229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0281229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0281229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt073704
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0570937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0405199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0147000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0405199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0552199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0570937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0643174
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0405199
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0405199
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0405199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt325442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-94
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-94
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3113

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,670,506
Liabilities
$80,425
Net assets
$3,590,081
Revenue
$643,174
Expenses
$552,199
Net income
$90,975
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
2018Detailed filing. Detailed filing data is available for this year.$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