Civic Intelligence

Ruby & John Updegrove Family Trust Co Jl Cohen & Associates Ltd

EIN 23-6869477

2925 Wm Penn Hwy18045
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2013

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2013

Net Margin

4th percentile

-1148%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2013

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $184,714 (-100%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

Down

$0

Down $184,714 (-100%) from 2012

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

$16,095

No earlier filing loaded for comparison.

Expenses

Up

$200,809

Up $174,460 (+662%) from 2012

Net Income

-$184,714

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $184,714Liabilities 2012: $0Net Assets 2012: $184,7142012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KExpenses 2012: $26,3492012Revenue 2013: $16,095Expenses 2013: $200,809Net Income 2013: -$184,7142013

Highlighted filing

2013

Revenue$16,095
Expenses$200,809
Net Income-$184,714
Open 2013 Filing

Filings

Most recent year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$16,095
Expenses
$200,809
Net income
-$184,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$2.01$1.85
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN C UPDEGROVETrustee-$0--
ANDREW UPDEGROVETrustee-$0--
Filing and Contact Details

Filer

EIN
23-6869477
Phone
6102580819

Signing Officer

Name
Andrew Updegrove
Title
Trustee
Signed
2014-05-09
Discuss with paid preparer
Yes

Preparer

Preparer
Dale Capone
Phone
6102580819
Raw XML Appendix244 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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LiquidationExplanationStmt/ExplanationTxt0ALL INVESTMENTS HAVE BEEN SOLD. ALL MONIES HAVE BEEN DISTRIBUTED. THE CHECKING ACCOUNT AND INVESTMENT ACCOUNT HAVE BEEN CLOSED AS OF DECEMBER 31, 2013.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
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ReturnHeader/BuildTS02015-12-30 17:16:21Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10RUBY & JOHN UPDEGROVE FAMILY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20CO JL COHEN & ASSOCIATES LTD
ReturnHeader/Filer/BusinessNameControlTxt0RUBY
ReturnHeader/Filer/EIN0236869477
ReturnHeader/Filer/PhoneNum06102580819
ReturnHeader/Filer/USAddress/AddressLine102925 WM PENN HWY
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ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018045
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode018045
ReturnHeader/PreparerPersonGrp/PhoneNum06102580819
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE CAPONE
ReturnHeader/ReturnTs02014-05-09T08:32:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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