Civic Intelligence

Harry and Rose Publicker Trust

990PF • Fiscal year 2019 • EIN 23-6232559

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

Organization Profile
1604 Locust Street 4th FloorPhiladelphia, PA 19103

(215) 545-9660

Siviq Scores

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

Liabilities / Assets

74th percentile

0.03x

Higher debt load relative to assets than 74% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

1.35x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

1.1%

Faster asset growth than 50% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

44%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$70,125

Up $745 (+1.1%) from 2018

Net Assets

Up

$67,699

Up $745 (+1.1%) from 2018

Liabilities

Flat

$2,426

Flat from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin88th percentile

Revenue

Up

$1,791

Up $547 (+44%) from 2018

Expenses

Up

$1,046

Up $890 (+571%) from 2018

Net Income

Down

$745

Down $343 (-32%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$200K$150K$100K$50K$0Assets 2011: $190,069Liabilities 2011: $2,426Net Assets 2011: $187,6432011Assets 2012: $184,467Liabilities 2012: $2,426Net Assets 2012: $182,0412012Assets 2013: $169,655Liabilities 2013: $2,426Net Assets 2013: $167,2292013Assets 2014: $141,633Liabilities 2014: $2,426Net Assets 2014: $139,2072014Assets 2016: $64,767Liabilities 2016: $2,426Net Assets 2016: $62,3412016Assets 2017: $68,292Liabilities 2017: $2,426Net Assets 2017: $65,8662017Assets 2018: $69,380Liabilities 2018: $2,426Net Assets 2018: $66,9542018Assets 2019: $70,125Liabilities 2019: $2,426Net Assets 2019: $67,6992019Assets 2020: $68,841Liabilities 2020: $2,426Net Assets 2020: $66,4152020Assets 2021: $64,047Liabilities 2021: $2,426Net Assets 2021: $61,6212021Assets 2022: $68,536Liabilities 2022: $2,426Net Assets 2022: $66,1102022

Highlighted filing

2019

Assets$70,125
Liabilities$2,426
Net Assets$67,699
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$50K$0-$50KExpenses 2011: $6,8082011Expenses 2012: $13,0042012Revenue 2013: $3,949Expenses 2013: $18,761Net Income 2013: -$14,8122013Revenue 2014: $3,993Expenses 2014: $32,015Net Income 2014: -$28,0222014Revenue 2016: $1,344Expenses 2016: $47,335Net Income 2016: -$45,9912016Revenue 2017: $3,675Expenses 2017: $150Net Income 2017: $3,5252017Revenue 2018: $1,244Expenses 2018: $156Net Income 2018: $1,0882018Revenue 2019: $1,791Expenses 2019: $1,046Net Income 2019: $7452019Revenue 2020: $3,131Expenses 2020: $4,415Net Income 2020: -$1,2842020Revenue 2021: $712Expenses 2021: $5,506Net Income 2021: -$4,7942021Revenue 2022: $11,780Expenses 2022: $7,291Net Income 2022: $4,4892022

Highlighted filing

2019

Revenue$1,791
Expenses$1,046
Net Income$745
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLIFFORD COHNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Neuman-publicker Trust
EIN
23-6232559
Phone
2155459660
Address
1604 LOCUST STREET 4TH FLOOR, PHILADELPHIA, PA 19103

Signing Officer

Name
Clifford Cohn
Title
President
Phone
2155459660
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Savran Benson Llp
Address
146 MONTGOMERY AVE - STE 300, BALA CYNWYD, PA 19004
Preparer
Mitchell Benson
Phone
6106646400
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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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023515
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02661
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt046788
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019623
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt067642
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt070303
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt015000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LOAN RECEIVABLE - PNC FOUNDATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1EXCHANGE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt015000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1144
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt015000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1144
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES - FIDELITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES - UNITED PLANNERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
TaxesSchedule/TaxesDetail/Amt021
TaxesSchedule/TaxesDetail/CategoryTxt02018 IRS PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt021
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLIFFORD COHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02155459660
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEUMAN-PUBLICKER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NEUM
ReturnHeader/Filer/EIN0236232559
ReturnHeader/Filer/PhoneNum02155459660
ReturnHeader/Filer/USAddress/AddressLine1Txt01604 LOCUST STREET 4TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ACE182CE6457953A11B74FDAD2CC5489B5D156BE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02ED0FBE08AF13B143D93D7A690F5D87804962B94
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.254.176.161
ReturnHeader/FilingSecurityInformation/IPDt02020-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:26:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232440252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVRAN BENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0146 MONTGOMERY AVE - STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106646400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL BENSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-10T15:11:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,125
Liabilities
$2,426
Net assets
$67,699
Revenue
$1,791
Expenses
$1,046
Net income
$745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.66$0.12$0.07$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.02$0.62$0.01$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.66$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.68$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.67$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.04$0.00$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.62$0.01$0.47$0.46
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.02$1.39$0.04$0.32$0.28
2013Detailed filing. Detailed filing data is available for this year.$1.70$0.02$1.67$0.04$0.19$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.84$0.02$1.82$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.88$0.07