Civic Intelligence

Suzan R Mackler Fund Co Lee H Frank Ltd

990PF • Fiscal year 2019 • EIN 36-6049232

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 09, 2020

Organization Profile
9820 Willow Creek Rd Ste 270San Diego, CA 92131

(858) 535-1600

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-329%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

734%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $224,255 (-100%) from 2018

Net Assets

Down

$0

Down $224,255 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$75,752

Up $66,674 (+734%) from 2018

Expenses

Up

$324,663

Up $297,293 (+1086%) from 2018

Net Income

Down

-$248,911

Down $230,619 (-1261%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$300K$200K$100K$0Assets 2010: $263,549Liabilities 2010: $0Net Assets 2010: $263,5492010Assets 2011: $274,224Liabilities 2011: $0Net Assets 2011: $274,2242011Assets 2012: $272,293Liabilities 2012: $0Net Assets 2012: $272,2932012Assets 2013: $283,432Liabilities 2013: $0Net Assets 2013: $283,4322013Assets 2014: $297,043Liabilities 2014: $0Net Assets 2014: $297,0432014Assets 2015: $289,430Liabilities 2015: $0Net Assets 2015: $289,4302015Assets 2016: $262,971Liabilities 2016: $0Net Assets 2016: $262,9712016Assets 2017: $242,547Liabilities 2017: $0Net Assets 2017: $242,5472017Assets 2018: $224,255Liabilities 2018: $0Net Assets 2018: $224,2552018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $25,9392010Expenses 2011: $25,5532011Expenses 2012: $24,8342012Revenue 2013: $34,996Expenses 2013: $23,857Net Income 2013: $11,1392013Revenue 2014: $39,071Expenses 2014: $25,460Net Income 2014: $13,6112014Revenue 2015: $17,833Expenses 2015: $25,446Net Income 2015: -$7,6132015Revenue 2016: -$641Expenses 2016: $25,818Net Income 2016: -$26,4592016Revenue 2017: $5,060Expenses 2017: $25,484Net Income 2017: -$20,4242017Revenue 2018: $9,078Expenses 2018: $27,370Net Income 2018: -$18,2922018Revenue 2019: $75,752Expenses 2019: $324,663Net Income 2019: -$248,9112019

Highlighted filing

2019

Revenue$75,752
Expenses$324,663
Net Income-$248,911
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY MACKLERPresident-$0--
MELVILLE MACKLERSecretary-$0--
ROBERT HINZMANTreasurer-$0--
ZOE MACKLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Susan R Mackler Fund
EIN
36-6049232
Address
9820 WILLOW CREEK RD STE 270, SAN DIEGO, CA 92131

Signing Officer

Name
Sally Mackler
Title
President
Signed
2020-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Hinzman & Associates APC
Address
9820 Willow Creek Road Ste 270, San Diego, CA 92131
Preparer
Robert a Hinzman
Phone
8585351600
Raw XML Appendix306 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT HINZMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum08585351600
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FIDELITY CHARITABLE DONOR ADVISED F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FIDELITY CHARITABLE DONOR ADVISED F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0318633
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05303
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0360371
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0318633
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06474
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05303
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0318633
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0318633
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0363526
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044893
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0ASSETS WERE TRANSFERRED INTO DONOR ADVISED FUND:FIDELITY CHARITABLE, AN INDEPENDENT PUBLIC CHARITY WITH A DONOR-ADVISED FUND PROGRAM. FIDELITY CHARITABLEPO BOX 770001 CINCINNATI, OH 45277-0053FidelityCharitable.org800-952-4438
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ILLINOIS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LEGAL & PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01944
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23200
TaxesSchedule/TaxesDetail/Amt0852
TaxesSchedule/TaxesDetail/Amt14
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY MACKLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN R MACKLER FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO SALLY MACKLER
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0366049232
ReturnHeader/Filer/USAddress/AddressLine1Txt09820 WILLOW CREEK RD STE 270
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092131
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753081364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hinzman & Associates APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09820 Willow Creek Road Ste 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092131
ReturnHeader/PreparerPersonGrp/PhoneNum08585351600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A HINZMAN
ReturnHeader/ReturnTs02020-09-09T10:08:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$75,752
Expenses
$324,663
Net income
-$248,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.76$3.25$2.49
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.09$0.27$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.05$0.25$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.01$0.26$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.18$0.25$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.39$0.25$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.35$0.24$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.25
2011Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.26
2010Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.26