Civic Intelligence

136 Fund

990PF • Fiscal year 2020 • EIN 26-1595284

Dec 01, 2019 to Nov 30, 2020 • Filed on Apr 15, 2021

Organization Profile
Baptiste / Schulte 919 Third AveNew York, NY 10022

(212) 756-2317

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.00x

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Net Margin

66th percentile

62%

Higher net margin than 66% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-25%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$11,622,755

Up $1,249,422 (+12%) from 2019

Net Assets

Up

$11,622,755

Up $1,249,422 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin66th percentile

Revenue

Down

$2,028,086

Down $658,589 (-25%) from 2019

Expenses

Down

$778,726

Down $60,631,928 (-99%) from 2019

Net Income

Up

$1,249,360

Up $59,973,339 (+102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$80M$60M$40M$20M$0Assets 2013: $3,615,378Liabilities 2013: $0Net Assets 2013: $3,615,3782013Assets 2014: $25,125,193Liabilities 2014: $0Net Assets 2014: $25,125,1932014Assets 2015: $43,970,467Liabilities 2015: $0Net Assets 2015: $43,970,4672015Assets 2016: $61,601,944Liabilities 2016: $0Net Assets 2016: $61,601,9442016Assets 2017: $61,117,946Liabilities 2017: $0Net Assets 2017: $61,117,9462017Assets 2018: $65,777,672Liabilities 2018: $0Net Assets 2018: $65,777,6722018Assets 2019: $10,373,333Liabilities 2019: $0Net Assets 2019: $10,373,3332019Assets 2020: $11,622,755Liabilities 2020: $0Net Assets 2020: $11,622,7552020Assets 2021: $12,979,332Liabilities 2021: $0Net Assets 2021: $12,979,3322021Assets 2022: $13,892,497Liabilities 2022: $0Net Assets 2022: $13,892,4972022Assets 2023: $12,623,269Liabilities 2023: $0Net Assets 2023: $12,623,2692023Assets 2024: $11,948,782Liabilities 2024: $0Net Assets 2024: $11,948,7822024

Highlighted filing

2020

Assets$11,622,755
Liabilities$0
Net Assets$11,622,755
Open 2020 Filing

Operations Trend

Revenue Growth36th percentile

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

$100M$50M$0-$50M-$100MExpenses 2013: $24,922,4232013Revenue 2014: $50,527,717Expenses 2014: $29,017,902Net Income 2014: $21,509,8152014Revenue 2015: $51,189,802Expenses 2015: $32,344,528Net Income 2015: $18,845,2742015Revenue 2016: $58,054,742Expenses 2016: $40,423,265Net Income 2016: $17,631,4772016Revenue 2017: $44,504,058Expenses 2017: $44,988,056Net Income 2017: -$483,9982017Revenue 2018: $44,916,904Expenses 2018: $40,257,178Net Income 2018: $4,659,7262018Revenue 2019: $2,686,675Expenses 2019: $61,410,654Net Income 2019: -$58,723,9792019Revenue 2020: $2,028,086Expenses 2020: $778,726Net Income 2020: $1,249,3602020Revenue 2021: $2,201,666Expenses 2021: $845,045Net Income 2021: $1,356,6212021Revenue 2022: $2,502,848Expenses 2022: $1,589,683Net Income 2022: $913,1652022Revenue 2023: $10,527Expenses 2023: $1,279,755Net Income 2023: -$1,269,2282023Revenue 2024: $15,093Expenses 2024: $689,580Net Income 2024: -$674,4872024

Highlighted filing

2020

Revenue$2,028,086
Expenses$778,726
Net Income$1,249,360
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Apr 15, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM E BAPTISTETrustee-$0--
JAMES KAUFMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
136 Fund
EIN
26-1595284
In Care Of
% KIM E BAPTISTE
Phone
2127562317
Address
BAPTISTE / SCHULTE 919 THIRD AVE, NEW YORK, NY 10022

Signing Officer

Name
Kim E Baptiste
Title
Trustee
Phone
2127562317
Signed
2021-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young USA Llp
Address
99 WOOD AVENUE SOUTH, ISELIN, NJ 08830
Preparer
Michael R Sales
Phone
7325164200
Raw XML Appendix285 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01415
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL EXCISE TAX REFUND
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt033
IRS990PF/DistributableAmountGrp/TotalTaxAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03305
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt033
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03305
IRS990PF/FMVAssetsEOYAmt011622755
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010054712
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011001741
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0295608
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0165026
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010706133
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0541836
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010836715
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KIM E BAPTISTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES KAUFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0SCHULTE ROTH ZABEL LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1805 THIRD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0919 THIRD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt110th FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt09211620
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02127562317
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028908466
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028369781
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0170151213
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt058855938
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034870175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt039855071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036570029
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03118
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0198520994
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0199059679
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0136 FUND LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0BAPTISTE / SCHULTE 919 THIRD AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010022
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0793
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0793
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010054712
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIFE INSURANCE POLICIES VALUES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011357554
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011357554
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LIFE INSURANCE PREMIUMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0910
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0910
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1774193
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt062
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM E BAPTISTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127562317
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0136 FUND
ReturnHeader/Filer/BusinessNameControlTxt0136F
ReturnHeader/Filer/EIN0261595284
ReturnHeader/Filer/InCareOfNm0% KIM E BAPTISTE
ReturnHeader/Filer/PhoneNum02127562317
ReturnHeader/Filer/USAddress/AddressLine1Txt0BAPTISTE / SCHULTE 919 THIRD AVE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVENUE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07325164200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R SALES
ReturnHeader/ReturnTs02021-04-13T10:29:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,622,755
Liabilities
$0
Net assets
$11,622,755
Revenue
$2,028,086
Expenses
$778,726
Net income
$1,249,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.02$0.69$0.67
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.00$12.6$0.01$1.28$1.27
2022Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$2.50$1.59$0.91
2021Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$2.20$0.85$1.36
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$2.03$0.78$1.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$2.69$61.4$58.7
2018Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$44.9$40.3$4.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$44.5$45.0$0.48
2016Detailed filing. Detailed filing data is available for this year.$61.6$0.00$61.6$58.1$40.4$17.6
2015Detailed filing. Detailed filing data is available for this year.$44.0$0.00$44.0$51.2$32.3$18.8
2014Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$50.5$29.0$21.5
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$24.9