Civic Intelligence

Harry and Rose Publicker Trust

990PF • Fiscal year 2021 • EIN 23-6232559

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

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

0.04x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

3.41x

Higher debt load relative to revenue than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-673%

Higher net margin than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-7.0%

Faster asset growth than 28% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-77%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$64,047

Down $4,794 (-7.0%) from 2020

Net Assets

Down

$61,621

Down $4,794 (-7.2%) from 2020

Liabilities

Flat

$2,426

Flat from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin3rd percentile

Revenue

Down

$712

Down $2,419 (-77%) from 2020

Expenses

Up

$5,506

Up $1,091 (+25%) from 2020

Net Income

Down

-$4,794

Down $3,510 (-273%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2021

Assets$64,047
Liabilities$2,426
Net Assets$61,621
Open 2021 Filing

Operations Trend

Revenue Growth8th 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

2021

Revenue$712
Expenses$5,506
Net Income-$4,794
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Savran Benson Llp
Address
ONE BALA PLAZA SUITE 640, BALA CYNWYD, PA 19004
Preparer
Mitchell Benson
Phone
6106646400
Raw XML Appendix288 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/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029318
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027165
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt015000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1208
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LOAN RECEIVABLE - PNC FOUNDATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1EXCHANGE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt015000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1683
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt015000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1683
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES - FIDELIY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0506
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0506
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLIFFORD COHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02155459660
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
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/PreparerFirmGrp/PreparerFirmEIN0232440252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVRAN BENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BALA PLAZA SUITE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106646400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL BENSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T12:57:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLIFFORD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COHN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$64,047
Liabilities
$2,426
Net assets
$61,621
Revenue
$712
Expenses
$5,506
Net income
-$4,794
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