Civic Intelligence

Samuel Lyon Charitable Remainder Annuity Trust C-O Sheldon Yoffe

EIN 31-6651290

712 Braeview Road40206
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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$0

Down $183,461 (-100%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Down

$0

Down $183,461 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$189,133

Up $176,492 (+1396%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $183,461Liabilities 2011: $0Net Assets 2011: $183,4612011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2012

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$200K$150K$100K$50K$0Expenses 2011: $12,6412011Expenses 2012: $189,1332012

Highlighted filing

2012

Revenue-
Expenses$189,133
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 23, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELDON M YOFFETrustee-$0--
ELAINE Y WEINBERGTrustee-$0--
MARLENE Y SCHAFFERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SAMUEL LYON CHARITABLE FOUNDATION INCSUPPORTPRIVATE FOUNDATIONLOUISVILLE, KY, US$176,892
Paid GrantKENESETH ISRAEL CONGREGATIONSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$8,000
Paid GrantHADASSAHSUPPORTPUBLIC CHARITYNEW YORK, NY, US$750
Paid GrantAMERICAN CANCER SOCIETYSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$750
Paid GrantHOSPARUSSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$500
Paid GrantAMERICAN HEART ASSOCIATIONSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$500
Paid GrantLOUISVILLE FREE PUBLIC LIBRARY FOUNDATION INCSUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$250
Filing and Contact Details

Filer

EIN
31-6651290
Raw XML AppendixShowing 400 of 418 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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CashDeemedCharitableExplnStmt/Explanation0TAXPAYER HAS SHOWN THE AVERAGE CASH BALANCE AS A REDUCTION IN THE NET VALUE OF NONCHARITABLE-USE ASSETS. AS A SMALL FOUNDATION, TAXPAYER WOULD BE AT A GREAT FINANCIAL DISADVANTAGE TO SELL ONE OF THE INVESTMENTS TO PAY A DISBURSEMENT QUICKLY.
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DissolutionStmt/DissolutionInfo/DissolutionAmt0205547
DissolutionStmt/DissolutionInfo/Explanation0THE TRUSTEES OF THE SAMUEL LYON CHARITABLE REMAINDER TRUST INC VOTED TO CLOSE THE TRUST AND MERGE THE ASSETS WITH SAMUEL LYON CHARITABLE FOUNDATION INC.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16THE SAMUEL LYON CHARITABLE FOUNDATION INC
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LiquidationExplanationStmt/Statement0SEE STATEMENT 10
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
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TaxesSchedule/Taxes/Amount040
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TaxesSchedule/Taxes/Category02011 EXCISE TAX
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0316651290
ReturnHeader/Filer/Name/BusinessNameLine10SAMUEL LYON CHARITABLE REMAINDER ANNUITY
ReturnHeader/Filer/Name/BusinessNameLine20TRUST C-O SHELDON YOFFE
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