Civic Intelligence

The Barbara Apisson Testamentary Tr % Sydney Amster Green & Horowitz

990PF • Fiscal year 2017 • EIN 26-6829944

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

122 East 42nd Street Rm/Ste 720New York, NY 10168

(212) 986-8671

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

6th percentile

-77%

Higher net margin than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

44th percentile

$3,088

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

28th percentile

-2.4%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,946,455

Down $47,981 (-2.4%) from 2016

Net Assets

Down

$1,946,455

Down $47,981 (-2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$61,394

Up $7,233 (+13%) from 2016

Expenses

Down

$108,546

Down $3,118 (-2.8%) from 2016

Net Income

Up

-$47,152

Up $10,351 (+18%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,343,123Liabilities 2013: $0Net Assets 2013: $2,343,1232013Assets 2014: $2,110,871Liabilities 2014: $0Net Assets 2014: $2,110,8712014Assets 2015: $2,053,196Liabilities 2015: $0Net Assets 2015: $2,053,1962015Assets 2016: $1,994,436Liabilities 2016: $0Net Assets 2016: $1,994,4362016Assets 2017: $1,946,455Liabilities 2017: $0Net Assets 2017: $1,946,4552017Assets 2018: $1,907,573Liabilities 2018: $0Net Assets 2018: $1,907,5732018Assets 2019: $1,884,859Liabilities 2019: $0Net Assets 2019: $1,884,8592019Assets 2020: $1,883,279Liabilities 2020: $0Net Assets 2020: $1,883,2792020Assets 2021: $1,879,286Liabilities 2021: $0Net Assets 2021: $1,879,2862021Assets 2022: $1,852,356Liabilities 2022: $0Net Assets 2022: $1,852,3562022Assets 2023: $1,841,425Liabilities 2023: $0Net Assets 2023: $1,841,4252023Assets 2024: $1,845,485Liabilities 2024: $0Net Assets 2024: $1,845,4852024

Highlighted filing

2017

Assets$1,946,455
Liabilities$0
Net Assets$1,946,455

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2013: $16,733Expenses 2013: $8,480Net Income 2013: $8,2532013Revenue 2014: $11,287Expenses 2014: $242,854Net Income 2014: -$231,5672014Revenue 2015: $52,911Expenses 2015: $109,267Net Income 2015: -$56,3562015Revenue 2016: $54,161Expenses 2016: $111,664Net Income 2016: -$57,5032016Revenue 2017: $61,394Expenses 2017: $108,546Net Income 2017: -$47,1522017Revenue 2018: $78,494Expenses 2018: $115,553Net Income 2018: -$37,0592018Revenue 2019: $95,550Expenses 2019: $118,321Net Income 2019: -$22,7712019Revenue 2020: $116,244Expenses 2020: $118,290Net Income 2020: -$2,0462020Revenue 2021: $113,848Expenses 2021: $118,001Net Income 2021: -$4,1532021Revenue 2022: $107,974Expenses 2022: $135,239Net Income 2022: -$27,2652022Revenue 2023: $120,247Expenses 2023: $131,464Net Income 2023: -$11,2172023Revenue 2024: $134,836Expenses 2024: $130,549Net Income 2024: $4,2872024

Highlighted filing

2017

Revenue$61,394
Expenses$108,546
Net Income-$47,152
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONIA SUNGARIANTrustee-$3,088-$3,088
THOMAS DERDERIANTrustee-$3,088-$3,088
Filing and Contact Details

Filer

Filer Name
The Barbara Apisson Testamentary Tr
EIN
26-6829944
Phone
2129868671
Address
122 EAST 42ND STREET RM/STE 720, NEW YORK, NY 10168

Signing Officer

Name
Sonia Sungarian
Title
Trustee
Phone
2129868671
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Sydney Amster Green & Horowitz Pllc
Address
122 E 42ND ST RM 720, NEW YORK, NY 10168-0699
Preparer
David S Green Esq
Phone
2129868671
Raw XML Appendix320 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02166033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS & MUTUAL FUNDS
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
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IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt055000
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SONIA SUNGARIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS DERDERIAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTSMOUTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2630 SECOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3400 DOANSBURG ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FRANKLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BREWSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310509
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt092000
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/AppliedToCurrentYearAmt08712
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt091625
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107517
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100337
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt098805
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt091625
LandEtcSchedule2/LandEtcGrp/BookValueAmt055000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0VACANT LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt055000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt055000
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SYDNEY, AMSTER, GREEN & HOROWITZ
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02100
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02100
OtherDecreasesSchedule/OtherDecreasesDetail/Amt047
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11040
OtherDecreasesSchedule/OtherDecreasesDetail/Amt238
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL EXCISE TAX 2016
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL EXCISE TAX ESTIMATES 2017
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2DIFFERENCE BETWEEN 1099 AND BOOK ORDINARY INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COURT ORDERED FIDUCIARY BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CHARITIES BUREAU FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PUBLICATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PROPERTY INSURANCE FOR VACANT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TRUSTEES MISC. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01140
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14575
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3155
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4117
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0205
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4205
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5117
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0294
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN 1099 AND BOOK CAP GAINS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt01829
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01829
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SONIA SUNGARIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02129868671
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARBARA APISSON TESTAMENTARY TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% SYDNEY AMSTER GREEN & HOROWITZ
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0266829944
ReturnHeader/Filer/PhoneNum02129868671
ReturnHeader/Filer/USAddress/AddressLine1Txt0122 EAST 42ND STREET RM/STE 720
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010168
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C4936035164D40A2EC82858E26C26058E0283C45
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C4936035164D40A2EC82858E26C26058E0283C45
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.121.144.114
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:06:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201349045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SYDNEY AMSTER GREEN & HOROWITZ PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0122 E 42ND ST RM 720
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101680699
ReturnHeader/PreparerPersonGrp/PhoneNum02129868671
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S GREEN ESQ
ReturnHeader/ReturnTs02018-05-10T10:06:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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