Civic Intelligence

Susan Simon Lotierzo Charitable Trust

EIN 27-6715189 • E Syracuse, NY

Pub. 78 EligibleNTEE T20
5701 Enterprise ParkwayE Syracuse, NY 13057
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

-7.1%

Higher net margin than 40% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

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.

NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-5.6%

Faster asset growth than 41% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

1.6%

Faster revenue growth than 51% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$21,353

Down $1,256 (-5.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$21,353

Down $1,256 (-5.6%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin40th percentile

Revenue

Up

$17,725

Up $285 (+1.6%) from 2023

Expenses

Up

$18,981

Up $1,235 (+7.0%) from 2023

Net Income

Down

-$1,256

Down $950 (-310%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$30K$20K$10K$0Assets 2014: $9,690Liabilities 2014: $0Net Assets 2014: $9,6902014Assets 2015: $11,910Liabilities 2015: $0Net Assets 2015: $11,9102015Assets 2016: $14,269Liabilities 2016: $0Net Assets 2016: $14,2692016Assets 2017: $16,083Liabilities 2017: $0Net Assets 2017: $16,0832017Assets 2018: $22,527Liabilities 2018: $0Net Assets 2018: $22,5272018Assets 2019: $23,371Liabilities 2019: $0Net Assets 2019: $23,3712019Assets 2020: $22,800Liabilities 2020: $0Net Assets 2020: $22,8002020Assets 2021: $22,079Liabilities 2021: $0Net Assets 2021: $22,0792021Assets 2022: $22,915Liabilities 2022: $0Net Assets 2022: $22,9152022Assets 2023: $22,609Liabilities 2023: $0Net Assets 2023: $22,6092023Assets 2024: $21,353Liabilities 2024: $0Net Assets 2024: $21,3532024

Highlighted filing

2024

Assets$21,353
Liabilities$0
Net Assets$21,353
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$30K$20K$10K$0-$10KRevenue 2014: $13,616Expenses 2014: $11,436Net Income 2014: $2,1802014Revenue 2015: $13,856Expenses 2015: $11,636Net Income 2015: $2,2202015Revenue 2016: $16,345Expenses 2016: $13,986Net Income 2016: $2,3592016Revenue 2017: $17,900Expenses 2017: $16,086Net Income 2017: $1,8142017Revenue 2018: $20,830Expenses 2018: $14,386Net Income 2018: $6,4442018Revenue 2019: $17,310Expenses 2019: $16,466Net Income 2019: $8442019Revenue 2020: $16,565Expenses 2020: $17,136Net Income 2020: -$5712020Revenue 2021: $16,780Expenses 2021: $17,501Net Income 2021: -$7212021Revenue 2022: $15,957Expenses 2022: $15,121Net Income 2022: $8362022Revenue 2023: $17,440Expenses 2023: $17,746Net Income 2023: -$3062023Revenue 2024: $17,725Expenses 2024: $18,981Net Income 2024: -$1,2562024

Highlighted filing

2024

Revenue$17,725
Expenses$18,981
Net Income-$1,256
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,353
Liabilities
$0
Net assets
$21,353
Revenue
$17,725
Expenses
$18,981
Net income
-$1,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$17.7$19.0$1.26
2023Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$17.4$17.7$0.31
2022Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$16.0$15.1$0.84
2021Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$16.8$17.5$0.72
2020Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$16.6$17.1$0.57
2019Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$17.3$16.5$0.84
2018Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$20.8$14.4$6.44
2017Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$17.9$16.1$1.81
2016Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$16.3$14.0$2.36
2015Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$13.9$11.6$2.22
2014Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$13.6$11.4$2.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HENSELTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPENN STATE UNIVERSITYCHARITABLE PURPOSESEOFUNIVERSITY PARK, PA, US$7,000
Paid GrantCORNELL UNIVERSITYCHARITABLE PURPOSESEOFITHACA, NY, US$2,000
Paid GrantUS HOLOCAUST MEMORIAL MUSEUMCHARITABLE PURPOSESPCWASHINGTON, DC, US$1,800
Paid GrantSYR CNTR PEACE & SOCIAL JUSTICECHARITABLE PURPOSESPCSYRACUSE, NY, US$1,000
Paid GrantPEACE ACTION OF CNY-EDUCATION FUNDCHARITABLE PURPOSEPCSYRACUSE, NY, US$200
Filing and Contact Details

Filer

Filer Name
Susan Simon Lotierzo Charitable Trust
EIN
27-6715189
Phone
3154726683
Address
5701 ENTERPRISE PARKWAY, E SYRACUSE, NY 13057

Signing Officer

Name
David Hensel
Title
Trustee
Phone
3154726683
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Arnold J Hodes & Co CPAs PLLC
Address
5701 Enterprise Pkwy, East Syracuse, NY 13057
Preparer
Jeffrey R Spencer
Phone
3154726683
Raw XML Appendix289 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/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01070
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08461
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08461
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt046464
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010930
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07083
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09267
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010930
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054925
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043995
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SUSAN SIMON LOTIERZO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08214 DEXTER PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BALDWINSVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd013027
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt018981
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GUARDIAN INS & ANNUITY CO.-LIFE INS PREMIUM PYMT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06186
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HENSEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03154726683
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN SIMON LOTIERZO CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0276715189
ReturnHeader/Filer/PhoneNum03154726683
ReturnHeader/Filer/USAddress/AddressLine1Txt05701 ENTERPRISE PARKWAY
ReturnHeader/Filer/USAddress/CityNm0E SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013057
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200500257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Arnold J Hodes & Co CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05701 Enterprise Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Syracuse
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013057
ReturnHeader/PreparerPersonGrp/PhoneNum03154726683
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey R Spencer
ReturnHeader/ReturnTs02025-04-22T12:48:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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