Civic Intelligence

Zichron Shmuel Foundation

990PF • Fiscal year 2018 • EIN 26-0172811

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 31, 2019

3478 Bedford AvenueBrooklyn, NY 11210

(917) 693-2000

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.00x

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-226%

Higher net margin than 14% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2018 filings • NTEE T20 • <$500k nonprofits • Source year 2018

Asset Growth

21st percentile

-25%

Faster asset growth than 21% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

42%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • NTEE T20 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$179,574

Down $59,455 (-25%) from 2017

Net Assets

Down

$179,574

Down $59,455 (-25%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$26,360

Up $7,800 (+42%) from 2017

Expenses

Up

$85,815

Up $56,661 (+194%) from 2017

Net Income

Down

-$59,455

Down $48,861 (-461%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $325,483Liabilities 2010: $0Net Assets 2010: $325,4832010Assets 2012: $310,010Liabilities 2012: $0Net Assets 2012: $310,0102012Assets 2013: $292,746Liabilities 2013: $0Net Assets 2013: $292,7462013Assets 2014: $280,858Liabilities 2014: $0Net Assets 2014: $280,8582014Assets 2015: $276,138Liabilities 2015: $0Net Assets 2015: $276,1382015Assets 2016: $273,201Liabilities 2016: $0Net Assets 2016: $273,2012016Assets 2017: $239,029Liabilities 2017: $0Net Assets 2017: $239,0292017Assets 2018: $179,574Liabilities 2018: $0Net Assets 2018: $179,5742018Assets 2019: $151,723Liabilities 2019: $0Net Assets 2019: $151,7232019Assets 2020: $134,009Liabilities 2020: $0Net Assets 2020: $134,0092020Assets 2021: $105,038Liabilities 2021: $0Net Assets 2021: $105,0382021Assets 2022: $61,882Liabilities 2022: $7,638Net Assets 2022: $54,2442022Assets 2023: $11,532Liabilities 2023: $7,638Net Assets 2023: $3,8942023Assets 2024: $15,532Liabilities 2024: $0Net Assets 2024: $15,5322024

Highlighted filing

2018

Assets$179,574
Liabilities$0
Net Assets$179,574

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $7,5632010Expenses 2012: $32,9322012Revenue 2013: $23,101Expenses 2013: $40,366Net Income 2013: -$17,2652013Revenue 2014: $15,115Expenses 2014: $27,002Net Income 2014: -$11,8872014Revenue 2015: $27,456Expenses 2015: $32,175Net Income 2015: -$4,7192015Revenue 2016: $33,589Expenses 2016: $36,527Net Income 2016: -$2,9382016Revenue 2017: $18,560Expenses 2017: $29,154Net Income 2017: -$10,5942017Revenue 2018: $26,360Expenses 2018: $85,815Net Income 2018: -$59,4552018Revenue 2019: $3,472Expenses 2019: $31,323Net Income 2019: -$27,8512019Revenue 2020: $3,416Expenses 2020: $21,129Net Income 2020: -$17,7132020Revenue 2021: $1,123Expenses 2021: $30,095Net Income 2021: -$28,9722021Revenue 2022: $1,145Expenses 2022: $51,938Net Income 2022: -$50,7932022Revenue 2023: $0Expenses 2023: $50,350Net Income 2023: -$50,3502023Revenue 2024: $39,638Expenses 2024: $28,000Net Income 2024: $11,6382024

Highlighted filing

2018

Revenue$26,360
Expenses$85,815
Net Income-$59,455
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 31, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE BRAUNSTEINTrustee-$0--
AVIVA PARNESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Zichron Shmuel Foundation
EIN
26-0172811
Phone
9176932000
Address
3478 BEDFORD AVENUE, BROOKLYN, NY 11210

Signing Officer

Name
Jacqueline Braunstein
Title
Trustee
Signed
2019-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Bernath & Rosenberg PC
Address
1430 Broadway 7th Floor, New York, NY 10018-3308
Preparer
Benjamin Berger
Phone
2122211140
Raw XML Appendix293 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt084700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07002
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018446
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025655
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025655
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0148248
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078280
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018446
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014239
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085282
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078280
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0173903
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt095623
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0153560
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CHABAD OF PALM SPRINGS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1LOAN RECEIVABLE #4
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt019000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1128408
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt019000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1128408
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Miscellaneous
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt014
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE BRAUNSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZICHRON SHMUEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZICH
ReturnHeader/Filer/EIN0260172811
ReturnHeader/Filer/PhoneNum09176932000
ReturnHeader/Filer/USAddress/AddressLine1Txt03478 BEDFORD AVENUE
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133358774
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bernath & Rosenberg PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01430 Broadway 7th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100183308
ReturnHeader/PreparerPersonGrp/PhoneNum02122211140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin Berger
ReturnHeader/ReturnTs02019-10-31T13:49:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.40$0.28$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.08$0.04$0.00$0.50$0.50
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.08$0.54$0.01$0.52$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.01$0.30$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.03$0.21$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.03$0.31$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.26$0.86$0.59
2017Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.19$0.29$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.34$0.37$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.27$0.32$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.15$0.27$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.23$0.40$0.17
2012Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.33
2010Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.08